Monday, November 17, 2008

Social Media PR Playbook: Thoughts

I've been gestating ideas for the past several days around ways to use social media for PR purposes that would exceed the normal use of social media tools to print and distribute PR messaging. It strikes me that PR agencies are well positioned to understand client needs and interests, brand and message, and also how best to craft and roll out story lines. That's a skill, and a valuable one, for the combination of care attendant to a client's image and reputation, and the means by which to caretake it, are not intrinsic to consumer audiences. But the agency's self interest in demonstrating success can result in demands on social media (such as the ongoing debate around ROI and how best to calculate it) that may hamper creativity and low-level risk taking.

To wit, a PR firm may tend to view social media as outreach tools, means of distributing a campaign across yet another medium. A PR firm may wish to translate traditional messaging to social media, and monitor results for signs up pick up. It may wish to influence influencers, as it does in its offline campaigns, and again count the results. To which end tools like Radian6 and Visible Technologies can be used to validate success.

These are the things we do when we're uncertain of the value of both our effort and of our methods. Which has me wondering aloud about crafting a "playbook" for social media marketing strategies. If we could take some confidence from our methods, perhaps we might ask less of the metrics and measurement we use to confirm results.

A playbook, not unlike the highly-guarded clipboard many coaches hold tight to their chests on the sidelines, would articulate options best suited for specified needs. Perhaps some for "offense" and some for "defense" (ok, and special teams). Plays for image branding, for event announcements and invitations, for appeals to area or domain experts, critics, and reviewers, plays for building up a campaign launch, and plays for carrying it through. And so on. These plays would, in theory at least, provide a measure of confidence (rather than a measure of results) and could help the PR firm in client pitches as well as in facilitating creative approaches to social media engagement.

The playbook I've been mulling over would of course start with a definition of goals and objectives, many of them, and define appropriate means of execution. Branding, visibility, news, crisis remedies, customer support, resident expertise and help desk operations, product tips, lifestyle branding, and much more might each be pursued according to different strategies and tactics. Street, buzz, and affinity marketing. Sales, incentives, and offers. Best of breed reviews and recommendations. Long tail associations and links. End user reviews, expert reviews.

Or more creatively, putting product in the hands of a good cause and lifestreaming results. Creating transparency between product and consumers through product co-creation and "crowd sourced" feature requests and changes. Sneak peaks at future product, service, or other kinds of release (tv shows, movies, music included!). Back stage passes and special invitations to participate or engage with insiders. Twitter-based narratives and story lines (I like Family Guy -- I'd follow Stewie on twitter if his posts were written in character and revealed upcoming plot elements. I like Charlie Rose -- I'd follow his posts, or his producer's, or even those of his interviewees....)

If the goals of a social media release or campaign are the same as those of any commercial use of media -- distribution -- then why not give audiences something to tweet about. Why just package the same old and then count "micro-blogging" mentions? (Because it's safe? Because we know how to do it? Because we're lazy?) There's an opportunity here for creative revitalization of social media marketing for those who can see that this is a new, direct, immediate, and multi-media channel of communication. Used for talking and sharing. Not just for repetition but for invention.

Old media maintain a separation between the brand and its audience. And all PR, marketing, and advertising seek to cross that gap by appealing to audiences' attention and interest. Well, social media break that "fourth wall" (theater metaphor, the fourth wall is what separates what's on stage from the audience, and sustains the "suspended disbelief" required to keep the audience believing what its seeing while unaware of its production.) Break the fourth wall, expose or provide access to means of production, and I'm certain bountiful mentions and audience interest will follow naturally. All brands have willing fans, all have great stories customer stories posted by the wall alongside the water-cooler. All have internal brand champions whose ideas for getting product to non-profits, causes, and other beneficiaries would make for great PR and audience re-tale-ing... Brands and their agencies of record should be engaging in new and note-worthy efforts, not just repeating brand-centric messages.

I'm working on the playbook. Truly, I think that if commercial interests want audiences (read: users) to follow social media campaigns, they have to give us something worth talking about.

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Thursday, November 13, 2008

TheHornGroup panel on PR and social media: an email

This an email exchange between myself and Edelman Sr VP Christel van der Boom on last night's panel at the Horn Group. We thought it would be worth sharing. I've simply copied the final email into blogger, placing Christel in web-ready tangerine.


Hey,
You seemed annoyed about what was said on the
panel last night. What was it that none of them got?

Christel




It wasn't so much that I was annoyed -- I thought it was an excellent panel, not to mention a timely one, and I had a great time -- but it often seems that we're not thinking big enough. It was a PR panel on use of social media, and yet a lot of folks seem more concerned with what social media will do to their own profession and practice than on how they can craft new and compelling ways of using social media.

I was annoyed by the audience comment that social media are just tools in the PR professional's toolkit. I couldn't disagree more. Ok, they are "tools," but they're tools belonging to users and used for the purpose of the everyday: chatting, sharing, staying in touch, etc. The question of Who Owns Social Media comes up here. Chris Heuer and Cathy Brooks just moderated a discussion on this that I missed, but the question is important. Users own social media -- without us there's no point in talking about tools. Companies that build social media own social media -- without them there's no point in talking about users. But does PR, or do marketing and advertising own social media? No -- they have rights of access and if they use our talk tools respectfully and give us something compelling to engage with, they're welcome to count social media as part and parcel of an outreach toolkit.

I could not agree more and it's very frustrating when PR folks don't get this... especially since I work at a PR firm and get lumped in with the rest of them ;-)

Jeremiah put it well when he said that the PR industry does a better job of representing its clients than it does of representing itself. He's right. I suspect that PR professionals are good at what they do because they are attentive and concerned, responsive to a client's needs, interests, and goals, and more interested in doing that job well than stumping for their own reputations. But in the case of using social media, which are not just another distribution channel, don't PR professionals need to take end users (the client's potential audience) into account? Isn't there a third party at the table here? We have tracking and measurement tools in order to listen in on social media PR pickup. So shouldn't it be important to designsocial mediaPR campaigns that not only please the client but are appealing and compelling to social media users? Isn't this a programming and content creative challenge, more than just a distribution problem?

I agree with the person that said that PR is about public relationships. The problem is deeply rooted if you ask me. PR practitioners should always take the third party at the table into account. That also counts for reporters. My personal philosophy has always been that reporters are more important contacts to me than clients are. It may sound naive or arrogant, but in the end everyone is better served. I've always seen my job as a facilitator between organizations and the outside world. My role is to help build trust, credibility and mutual understanding. That is done through communication, building relationships, creating awareness and delivering on promises. I don't want to brag, but I feel lucky that I work at a company that has this view of PR.

You and I have talked about this, and I've pitched the idea that PR and marketing on social media should move from a brand impression model to a conversational, or participatory branding model. That consultants such as myself, hailing from the social media industry, ought to draw inspiration from content creatives, and not tool builders. Those who make our TVs don't make our TV shows. It's the task of PR to invent new kinds of "commercial conversation" appropriate for use in social media. Give audiences something to get involved in. Like that "packaged care" care package idea i threw out for UPS. Story lines and meaningful brand initiatives that complement a brand, enhance and attach to its image, but which are rooted in the everyday. Branding in social media should, I think, start with the audience (users) not with the brand. It's a shift of perspective, from talking about the brand to talking with consumers.

I think these two go hand in hand. First, I don't think that brand advertising will be replaced by conversational marketing -- they'll exist side by side. Second, even if you start with the audience, a company has to think about who they are in the relationship with their audience. What is their identity, what do they have to offer, how are they different from others... in other words branding and positioning questions. Having said that, because a brand is not a person, the identity of a brand can be defined by its users/customers/fans... and the two worlds start to blend.

What do you think? Am I off base on this? Is it not a matter of a new community of practice within PR agencies, possibly working with social media experts, and a new breed of social media content creatives? Is this possible? Can PR agencies, as Jeremiah suggested, develop the skill set required, and so not "lose control" of the message but develop new competencies around creative participatory messaging?

Last night's discussion demonstrated for me that PR people *do* have a hard time grasping social media. The fact that the discussion was focused on big blogs, news and analysts on Twitter shows that we were looking at social media through a PR prism, hence we start talking about tools. I think that there are agencies out there that get it. Horn Group is probably one of them, so is Edelman I think. Time will tell if we, as an industry, were able to change fast enough and if there is still a need for traditional media relations work (that is often synonymous with PR) in 10 years from now.


The exchange then continued, with Christel again in tangerine.

Absolutely agree with you. I've been talking to several other folks about what feels like a change in the overall climate, politically, socially, economically, climactically. Since you see yourself as a facilitator, you're in a good position to balance what you know of your client's interests with what you know of its audience. It think there are some great opportunities out there for proactive branding and especially in promotion of social good. That's where I think PR could be generated naturally and organically: where companies have something to talk about, and which needs audience support. Less of conventional image branding and more of active social engagement. Brands are very powerful, and they stand to gain a lot if in social media I think they can extend their "image" by paying less direct attention to it, and as you say "allow it to be defined by users/customers/fans."

But we ought to develop a social media playbook. Set up some distinctions among brands, companies, products, services, events, and so on. Draft the types of "plays" that would fit different industry types, such as consumer products, retail, entertainment, fashion, niche, tech, local and small business, etc. Then come up with the different types of stories, formats, and media types that brands could use for social media Q/A, recommendations, help desk, resident expert tips, and other creative applications. And develop new and dynamic, participatory versions of what many companies put on their web sites (FAQ's, troubleshooting tips, advice, event calendars, and so on). Think outside the box and get beyond using twitter as a fax with links.

What do you think? Could we not learn from hundreds of years of drama and story-telling, draw from TV and news programs for formatting inspiration, adapt from games, puzzles, competitions, and all manner of popular cultural past-times, and Mark Burnett didn't come up with Survivor by following best practices! He simply looked at what makes TV entertaining -- and realized that the audience could be put on TV and that everyday people were as interesting as celebrity actors. Isn't social media to PR in a way what reality TV was for entertainment? Is that too far out?

You bring up some great additional points. PR can play an important role in getting the organic stories out. Good PR people are great listeners and find the stories that a buried inside companies -- you often have to dig for them. If PR people are creative too, they'll find entertaining ways to put out these stories. They also listen to the outside world and feed that back into the organization -- again the facilitator role. In the best examples of social media use by brands/companies, listening leads to real change. The example of mystarbucks that someone gave last night as a place for feedback to Starbucks that has led the company to change products and operations. (coincidentally, Edelman works with Starbucks)

Right on. PR might possibly be best positioned as the agency most likely to create new brand facets and faces, because PR would seem to know how to caretake brand reputation, interpret and analyze response, and recommend next steps. The skill set ready at hand in PR is a touch of the musical ear and pitch perfect hearing. In some ways social media ought not frighten PR, but instead catch it like a breath of fresh air! A medium, if approached respectfully, for conversationalists!

So on that note, let's post this!

Adrian

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Wednesday, November 12, 2008

The Topsy-Turvy World of Social Media

This short slideshow has been sitting about on my machine for months. This morning, for no particular reason, I decided to wrap and post it.

It's a reflection on some of the paradoxes of social media, seen from the perspective of the user experience. But instead of doing a normal description of social media, this time I explore the ways in which identity, presence, connections, relationships, communication, even time, get warped and distorted by mediation.

While it may read cynically, it's not -- and I'm not cynical about online experiences. That said, I do use the strategy of exaggeration to expose deeper truths within. Whether this is fair or not is for you to judge!

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SNCR and AdCouncil collaboration

Society for New Communications Research Joins with Iraq and Afghanistan Veterans of America and the Ad Council on Social Networking and Online Community Initiative for Iraq and Afghanistan War Veterans

Excerpt:
"The Ad Council is proud to join with IAVA to launch such a historic campaign to help ease the readjustment for Iraq and Afghanistan veterans, and we are very grateful to SNCR for its participation in this project," said Tony Foleno, senior vice president of research for the Ad Council. "As we increasingly incorporate social media and interactive components into our campaigns, it is vital that we do all we can to measure their effectiveness. SNCR's expertise will be an extremely valuable addition to this effort."

"We are very proud and honored to be a part of this critical campaign designed to support the men and women who have served our country in Iraq and Afghanistan," said Jen McClure, executive director, SNCR. "We thank our Fellows, Katie Paine and Adrian Chan, and Visible Technologies for donating their time and expertise to this important project."

"Visible Technologies is extremely proud to participate in this project and have the Ad Council and SNCR utilize our technologies for measuring participation and the effectiveness of social media conversations for the Veteran's initiative," said Blake Cahill, senior vice president, marketing, Visible Technologies.

"Working with IAVA, the Ad Council and Visible Technologies gives us the opportunity to make a difference on an issue that deserves national attention, and it is a privilege to be able to do so," added Adrian Chan, a senior fellow of the Society for New Communications Research.

Friday, November 07, 2008

Reflections on Social Media's Next Phase

While it may be tough times for many social media startups, there could be a silver lining in the industry's future. Interest in social media doesn't appear to be waning, and in fact this week there's been a growing realization in the mainstream media that social media played a significant role in Barack Obama's campaign success. If the history of technology innovation is any guide, the next phase of industry growth will come from the markets and industries that adopt social media for their own purposes. And the same can probably said of the media's evolutionary path, too. In fact mass media, which is an industry that observes events, news, and by necessity, itself, is practically destined to assimilate social media.

But added to historical tradition is another obvious but rarely noted reason for social media's ongoing durability. It's in social media's DNA: that social media collapse the distance between production and consumption.

Unlike traditional (mass) media and in contrast to past modes of production and manufacture, including information production, social media co-locate the means of production with means of consumption. Video is recorded, edited, posted, and viewed on the same platform. Opinions, news, and stories are told, shared, commented on the same platform. Music is made, distributed, branded, and listened to, on the same platform. This conflation of means of production with means of consumption not only presents a threat to mass media (and one which mass media will respond to by co-opting the social), it promises opportunities for those who can see them.

All commerce involves some amount of marketing, whether it's based on brand identity, "real" utility and value, pricing, or whatever else comprises a marketing message and campaign. Social media disrupt marketing by eliminating much of the distance between the marketing/sales/branding medium and its audience. In social media they are one and the same: the audience does the branding and marketing, through communication, and often without the brand's direct intervention or participation. Distribution by means of communication among friends and colleagues (social media users) is not only natural and organic (non-commercial), it reproduces itself without any help from commerce required. In other words, it's self-referential and non-commercial.

This might cause palpitations for those who make a living by imagining, imaging, wrapping, crafting, and distributing brand and marketing campaigns, but it shouldn't. Conventional branding requires that value be created away from an audience, to then be introduced to an audience, resulting in (hopefully) consumer interest, desire, and spending. The distance between the brand and audience not only allows those on the brand side to finesse their presentation, it allows them to control its release. Traditional means of course are print, television, radio, and outdoors advertising. Lifestyle, affiliative, demographic and other types of market segmentation and targeting serve the purposes of campaign management. The whole process relies on a separation of brand from its audience, and time during which to conduct, refine, and steer the campaign.

Social media disrupts all of this with the sheer immediacy and proximity provided by its tools -- tools that serve the needs of talking and communing. "Word of mouth marketing" is a fancy way of saying "we let it go and our fingers are crossed." Control over the marketing or brand message is but a residual inclination to stay one step ahead of the market, to use the distance between traditional media and their audiences to steer outcomes in a company's favor. But control is precisely what is sacrificed in a medium that conflates means of production and consumption; a medium we sometimes call an "echo chamber" because there's no telling where the noise is coming from.

Future and successful marketing campaigns that leverage social media will benefit the startup and social technology space by extending what's been designed for daily use into soft commercial use. The budgets, while trimmed, are there. It would behoove social media companies to consider the ways in which soft commerce may play along. Just as mass media should entertain new forms of conversational and social marketing, from new types of creative, to compelling serial "talkies": brand stories, interactives, games, and other new forms of what I'll call "participatory branding."

Social media are notorious for giving rise to unintended social practices, and those of us who design and build social applications should not for a minute think that we know everything that can be done with them. Any more than television manufacturers would be expected to develop the TV programs shown on them. Current market conditions make this a perfect time for creatives to get inventive, and for social media companies to reflect on where they will fit in.

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Wednesday, November 05, 2008

Sea Change

Minding and possibly mincing his words, Henry Hank Paulson leaned forward and, zen-like, recited the mantra, "restore confidence." Showing little of the wide-eyed panic and sudden resolve out of which his and Ben Bernanke's recent pre-eminence have been forged, he inclined again towards his interviewer, Charlie Rose, and repeated "restore confidence." As if by summoning the spiritual domain from the habitual incantations of a Benedictine bending to his faith in an un-tapestried cloister, rosary in hand and beads upon the brow, he called upon the mimetic magic of repetition to render confidence incarnate. A stoic with words, betting on the hope that his position commanded the requisite gravitas. Hoping that by saying it he could make it so.

The Dow did respond, and with some due relaxation of credit and recuperation of trust, relieved the heavy hand of free market capitalism. And if only for a bit, the control regime was restored its influence.

Trust and confidence, when weathered, battered, and beaten, are like the trade wind gone from sails. Trading lanes emptied of commerce, growth and expansion whither in waiting. As markets and their regulators have discovered in crushing simultaneity, trust and confidence, unlike money, do not grow on trees. They are not words, are not thing or even qualities quantifiable. Non-transferable and non-fungible, trust and confidence are as thin as the air of the stratospheric heights in whose giddiness world financiers loft their deals, hoist high on the vehicles of their own making.

Systems, and trust, are what it comes down to, and where we find ourselves, somewhat apoplectic and chin-scratched. We may not know what trust is, but we know when it's gone. Getting it back is the catch, the starting of it, from, well, scratch. Which is why we have elected to change, and changed why we elect. Harbinger. Time comes some times a people must chase out the old and will in a new way. Wind, for sea change.

Come's a time when old trust is broken, when treasure lays spilled upon the floor, its gilded box broken and emptied, for us to coin anew. A new phrase, yes we can. And have, and do, and will. When the words once uttered work no more for the voice box is busted and the puppet-master exited, left, stage left and gone. When the figure, and very spirit, of leadership is but a useless pile of imperial dress, laid shamefully on the floor.

When the people take the shirt off the back of the man with the power no more and when words tumble down, yes we can and will do it ourselves. When the stage hand grips the broom of the system, sweeps dirt from the wood, and bellows, be gone feeble man for I can and do more. And setting stage, pulls the drapes, and turns open the door. For a time cometh, and now, when the audience takes the floor.

President, elect, welcome home.