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20 of the Best Free Google Sheets Templates for 2022

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20 of the Best Free Google Sheets Templates for 2022


Google Sheets templates help you create better spreadsheets while saving you valuable time.

A template knows what you need and offers it without any manual input, giving you the ability to focus on more important things — such as making sense of the data itself.

In this post, we’ll cover every template you’ll ever need to easily and efficiently use Google Sheets for business, including templates for project management, reporting, people management, and customer tracking.

You’ll learn:

1. Why you should use Google Sheets templates for business;

2. Step-by-step instruction on how to find the built-in Google Sheets templates;

3. A roundup of additional Google Sheets templates for any marketing role, including:

Let’s get started.

Why use Google Sheets templates for business?

Google Sheets templates are a fantastic business tool that can be used by teams of any size. Whether you’re a business just starting out or an established enterprise firm, you’ll enjoy countless benefits when using Google Sheets templates.

Even if you don’t use them as your primary business tool, they can supplement other tools. For instance, you might use a free CRM to track customer information, then use a Google Sheets invoice template to quickly create invoices for each customer.

Let’s go over the top benefits of using Google Sheets templates for business.

Free

Google Sheets templates are completely free to use, and they cover a wide variety of needs. So you won’t have to spend hundreds of thousands of dollars getting an Excel subscription (or a subscription for another tool). Simply have everyone sign up for a Google Workspace account and get immediate working access to the templates.

Ability to Collaborate

Google Sheets templates allow your team to collaborate with little gatekeeping. The only thing you have to do is click the “Share” button at the top right-hand corner of a document, and your team members will have access to the file.

You can also limit the collaboration aspect to commenting or viewing only. This is a great option for sensitive documents that only a few people should edit.

Intuitive to Use

To use a Google Sheets template, you need very little experience with spreadsheets. You don’t need to know advanced formulas and functions to make them work for you. The templates already come with all of the fields and calculations built-in. All you have to do is plug in the numbers and populate the fields, and the document will generate a report or calculate a total.

Customizable

That you’re using a template doesn’t mean that you’re stuck with its look and feel. You can easily change the fields, the colors, and the fonts using Google Sheets’ built-in tools. Once you do, you’ll feel like the template is your business’ only.

No Data Loss

Another great benefit of using Google Sheets templates? Unless a freak accident happens with Google’s servers, it’s near impossible to lose data. All changes are stored in the cloud, and Google Sheets includes a version history of the document, where you can revert to a previous version if something happens.

If your laptop crashes or you lose internet connection, Google Sheets simply freezes the copy until you’re online again. You’ll still want to take a few precautions, such as enabling offline editing and downloading a copy of the document to your local drive.

Ready to find a few templates that you can start using right now for your business?

How to Find Templates In Google Sheets

There are two common ways you can find and use free Google Sheets templates.

1. Google’s In-Built Template Gallery

On your browser, go to Google Sheets. Click “Template Gallery” at the top right. Explore the templates to find the right one for you.

Google’s In-Built Template Gallery

You’ll find different templates for your personal, work, and project management needs. Here’s an example of what the Personal template library looks like:

Google’s In-Built Template Gallery for personal templates

2. Add-Ons

Another way to find free templates in Google Sheets is to download and install the Vertex42 add-on. Here’s how:

Open an existing Google sheet, or type “sheets.new” to create a new one. Then, find and click the “Add-ons” button on the top left menu.

use add ons to find free templates in google sheets

Type “Vertex42” into the search bar, and click enter. Install the add-on.

using add ons to get templates in google sheets

To access the templates, click on “Add-ons,” then “Template Gallery for Sheets,” then “Browse Templates.”

using add ons to browse templates in google sheets

Here you would find templates that can help with almost everything you need — whether you need to create an invoice, income/expense tracker, or a dashboard to manage your projects.

add ons for finding templates in google sheets

Let’s now look at some of the free Google Sheets templates you would find useful as you run your business.

Google Sheets Templates

Whether your position requires you to send invoices to clients, track website analytics, or create budget and expense reports, you’ve undoubtedly found yourself working with spreadsheets in some form. And if you’re anything like me, those spreadsheets can feel frustratingly tedious when you’re under a time crunch.

Fortunately, Google Sheets offers a wide variety of pre-built templates, allowing you to create reports and analyze data in spreadsheets faster and more effectively.

The following Google Sheets templates cater to specific categories and allow you to cut hours, if not days, of work in one fell swoop. Let’s go over the best google Sheets templates you can start using now.

Google Sheets Templates for Finances

Spreadsheets are popular tool for bookkeeping and invoicing. Below, you’ll find a curated selection of ready-to-go templates that will allow you to invoice clients, maintain an annual business budget, generate financial statements, create expense reports, and generate purchase reports.

The result is a ton of saved time — there’s no need to create or choose any formulas that will help you calculate this data.

1. Invoices

If you’re a freelancer or work for a small business, you probably use invoices to bill clients for services. This invoice template makes the process simple — it provides space for all the necessary information and looks more professional than a plain spreadsheet. Plus, the template is customizable, so you can create a theme that aligns well with your brand image.

Click here to use this template.

invoice google sheets template

2. Annual Business Budget

This template is more in-depth than it initially appears. There are tabs at the bottom — setup, income, expenses, summary — and each one includes several subcategories. “Expenses,” for instance, covers everything from taxes and insurance to travel and customer acquisition.

The final tab, “summary,” takes your income, subtracts your expenses, and automatically updates to display your ending balance each month. This template is a good option if your budget requires a lot of customization and many moving parts.

Click here to use this template.

annual business budget google sheets template

3. Financial Statements

The financial statements template truly is an all-in-one resource to keep track of business transactions, profits, and losses. The “profit & loss” tab automatically summarizes revenue, costs, and expenses for the year and can display your growth rate percentage.

If you work for a small business and need to manage much of your finances, this template offers resources and guidance to make the process easier and less prone to human error.

Click here to use this template.

financial statement google sheets template

4. Expense Report

Knowing how much you spend is an essential part of running a successful business. But it’s often easy to forget to record these expenses with the amount of work you have to do every day. This simple expense report template makes it easy to record all of your expenses and those of your employees.

Click here to use this template.

expense report google sheets template

5. Purchase Order

You’ll find this template to be a life-saver if tracking the orders or supplies your office/department makes is part of your job. With this sheet, you can save time and avoid the headaches that come with monitoring orders or shipments.

Click here to use this template.

purchase order google sheets template

Google Sheet Templates for Reporting and Analytics

Reporting dashboards are typically built into a wide variety of software products, such as Marketing Hub, but if you don’t have the budget, you can easily create one using a Google Sheets template.

The below templates automatically gather data from Google Analytics, putting the data in a highly digestible visual format that you can share with higher-ups and other people in your team.

6. Website Traffic Dashboard

Suppose your role requires you to analyze website traffic using Google Analytics. In that case, this template is a fantastic supplemental tool to pull that data into an organized report, saving you tons of time. Better still, you can use the dashboard template with Supermetrics Google Sheets add-on to monitor and analyze data from PPC, SEO, social media, and website analytics.

Click here to use this template.

website traffic google sheets template

7. Website Paid Traffic Report

This template makes the process of analyzing and reporting on paid traffic relatively seamless. The spreadsheet is split into Overview, 12-month Trends, and Medium Breakdown categories. It automatically collects data on your paid sources from Google Analytics and provides a clean chart with important information, including PPC’s percentage of goal conversions, total traffic, and bounce rate.

You can also adjust it to compare different periods or different channels or segments. If you’re looking for a way to demonstrate paid’s influence on your business, this is the tool to do it.

Click here to use this template.

paid traffic report google sheets template

Google Sheet Templates for Customers

If you don’t have access to a CRM yet or your business is still growing, you can use spreadsheets to track customer information and see the growth of your business. The below Google Sheets templates allow you to have a CRM and a sales dashboard without paying the cost typically needed for such software.

Remember, however, that as your business starts to grow and you earn more and more customers, you’ll want to switch over to a dedicated CRM.

8. CRM

To organize your contacts and automate an effective sales and marketing process, you must have a CRM — but if you’re a small company just starting, you might not feel ready to implement a fully established CRM with all the features.

This CRM template is a great place to get your feet wet. It saves automatically, so you never lose data. The share feature allows you to work with coworkers within the CRM, which helps encourage collaboration between your sales and marketing departments.

Click here to use this template.

9. Sales Dashboard

This template helps salespeople manage their leads, sales, and revenue all in one place. At the bottom of the template are different tabs where you can easily input your data that eventually shows up on the main dashboard. There’s also an “instructions” tab to get you up to speed with using the sheet.

Click here to use this template.

sales dashboard google sheets template

Google Sheet Templates for Project Management

Using a Google Sheets project management template is a much more cost-effective alternative to buying a team-wide subscription for a project management software.

The below templates are the absolute best for keeping track of a project’s timeline, creating Gantt charts, creating product roadmaps, and generating action lists. They allow you to color-code and categorize action items and individual tasks.

Hot tip: If you’re managing multiple projects, simply duplicate the initial tab and keep all projects in a single spreadsheet.

10. Project Timeline

Whether this is your first significant project or you’ve been managing projects for years, the project timeline template is a valuable tool for organizing and implementing each project step. The template helps you visually break up a daunting project into smaller pieces, ideally making it easier and less stressful to manage and delegate tasks.

Click here to use this template.

project timeline google sheets template

11. Project Tracking

If you’re juggling many projects simultaneously, this project tracking template could become your new best friend. This template takes project management to the next level by enabling you to organize your tasks into categories by date, deliverables, status, cost, and hours — best of all, it lets you prioritize your projects. Hopefully, simply visualizing what needs to get done first will alleviate time-management stress.

Click here to use this template.

project tracking google sheets template

12. Event Marketing Timeline

The event marketing template offers organization and structure if you’re implementing an upcoming business event or campaign. It provides categories you might’ve forgotten to consider, including local and national marketing, PR, and web, with subcategories ranging from an email newsletter to impact studies.

The template is already organized with all necessary categories for planning an event, reducing the time you spend on tedious manual input.

Click here to use this template.

event marketing timeline google sheets template

13. Gantt Chart Template

The Gantt chart template helps you alleviate any concern you might have over timing — and, when you’ve got a complex project with overlapping components, I’m willing to bet timing is one of your primary concerns.

Using the Gantt chart template helps you visualize all steps and delegate essential tasks more efficiently — labeling the task with an owner on one chart is undoubtedly easier than individually following up via email. And by sharing the template with coworkers, everyone is on the same page.

Click here to use this template.

gantt chart google sheets template

14. Product Roadmap

Without a product roadmap, it’s easy for your team to misunderstand the direction you want a project to take. With this template, you can solve that problem. The template provides a calendar summary of a project and the milestones and deliverables as you go through the product development process.

Click here to use this template.

product roadmap google sheets template

15. Product Launch Plan

This template has everything you need to organize the best product launch you’ve ever had. It has fields to help you outline your market and competitive analysis, project strategy, key messaging, and who your target audience is.

If you’re in charge of managing a product launch and want to organize the best launch ever, then this is the project management template for you.

Click here to use this template.

project launch google sheets template

16. Action List With Ranking

Managing a project requires that you track daily actions to ensure you don’t lose focus. But sometimes, you’ll have some tasks on your list that are more important than others. You can easily arrange these tasks based on their importance with this action list template. You can also share this sheet with others if you’re working as a team.

Click here to use this template.

action list with ranking google sheets template

17. Project Budget

Away from the general business budget, most managers create budgets for each of their projects. This project budget template is for you if you’re looking for a simple yet effective template that lets you quickly estimate how much revenue a project would generate and how much it would cost.

Click here to use this template.

project budget google sheets template

Google Sheet Templates for Leading a Team

Managing a team is easy and simple with the following Google Sheets templates. No need to send emails back and forth, and no need to check in individually with each team member over Slack or another team communication app.

With the following templates, you can set employee shifts and track how many hours employees have spent on a certain project. And remember, these templates are collaborative — meaning that you only need to give access to your employees for them to fill it out on their own time. The changes will immediately be live in the shared copy.

18. Employee Shift Schedule

Keeping track of who works what hours, and how much each employee gets paid, can feel confusing, especially if you lead a team of part-time contractors or seasonal interns. This template includes slots for employee’s names, hours worked, and monthly wages, making your paycheck process straightforward and organized.

Click here to use this template.

employee shift schedule google sheets template

19. Weekly Timesheet

Like the employee shift schedule, the weekly timesheet helps you track time and know how much to pay employees or subcontractors. However, the weekly timesheet template works better if you want to quickly find out how much time each employee spends on a project.

Click here to use this template.

weekly timesheet google sheets template

20. Contact List

This template comes in handy if you want to create a contact list database. You can easily use the template to store your contact information (say, phone number and email address), your employees’ contact, and those of emergency services like the ambulance or fire department.

Click here to use this template.

Contact List Google Sheets Template

Start Using These Free Google Sheets Templates

No matter what your job is, using a suitable spreadsheet would make it easier and more enjoyable.

So what are you waiting for? Get started with using these free Google Sheets templates to save time and effort, and download ten additional ones to exponentially improve your productivity.

Editor’s note: This post was originally published in January 2018 and has been updated for comprehensiveness.

business google sheets templates



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Comparison, Core Benefits, & Features

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Prestashop vs Shopify 2021: Comparison, Core Benefits, & Features


If you’re preparing to launch an online store and have questions about what kind of eCommerce platform to pick, read on. Here in this article I compare two totally different stages -a hosted and non-hosted one – PrestaShop versus Shopify.

Did You Know!!

According to the development stat, in 2020, the world anticipates approximately 2B online customers. Furthermore, before the end of 2040, 90-95% of the shopping is expected to be done digitally through eCommerce sites and mobile applications.

Both eCommerce platforms have their qualities and shortcomings and can turn into the perfect business solution. I will assist you with picking the most ideal choice for you to begin your eCommerce business experience or possibly switch the current platform of your eCommerce.  

Let’s make a side-by-side comparison to help you settle on these two other options.

What is Prestashop and Shopify?

PrestaShop is an open-source eCommerce platform that empowers you to develop anything from a little online shop to a full-on shopping cart solution. With a huge add-on market and an extraordinary set of in-buit features, PrestaShop offers a scalable solution to eCommerce merchants.

Whereas Shopify is an extensive SaaS and a market’s leading online store builder. It gives clients perhaps the most extensive eCommerce toolkits of all its rivals. Moreover, you can upload a limitless number of items or products to it.

PrestaShop vs Shopify: Key Data

PrestaShop is a freemium self-hosted open-source platform, established in 2007. As of now, it is being used by over 300,000 shops around the world. This solution doesn’t need a particular web-provider and gives its users the opportunity to pick providers themselves.

It’s renowned for being completely customizable, i.e., you can alter the store as per your individual inclinations. It’s an ideal alternative for those business people who are wanting to set up a small or medium online business.

On the other hand, Shopify is a Canadian hosted platform established in 2004. It powers over one million stores and is viewed as one of the fastest-growing platforms across the globe.

This platform is celebrated for its straightforwardness and fine-featured themes. Because of its flexibility, Shopify is an ideal shopping cart for any online store.

Here’s how PrestaShop and Shopify are shown on Google Trends:

Shopify vs PrestaShop: Feature by Feature

1. User Friendly

Shopify

Shopify offers the easiest and most clear interface that you will discover. You don’t have to know anything about coding or programming, simply click and you will have your shop prepared in no time with an excellent and professional theme.

This lets you save a lot of time and money. Making this one reason may individuals choose to begin with Shopify.

PrestaShop

PrestaShop is somewhat more complex than Shopify, it will expect customers to know a little bit of coding. This might actually make this platform trickier to a few.

However, the information that you need to work with PrestaShop isn’t too advanced in class and the knowledge you need is generally in the forums.

Winner: Shopify

2. Pricing

Shopify

With Shopify, you will have 3 choices. They are Basic Shopify, Shopify, and Advanced Shopify which range from $29 to $299. Also, Shopify offers two other packages which are Shopify Lite and Plus. You can hire shopify developers for further development of your website.

To manage your business, you really need to pick an appropriate package depending upon how huge your store is. Similar to other platforms, Shopify also provides a free 2-week trial to try things when you register a new account.

You could save money by enrolling for the yearly plan if you have a long-term sight of your business future. Moreover, one can save 10% by signing up for an annual subscription, and 20% by choosing a two-year contract.

PrestaShop

Whereas, Prestashop is an entirely distinctive thing compared to Shopify since Prestashop is an open-source cart. It is totally free to download and install, yet at the same time need to pay for a hosting provider or SSL Certificate.

Therefore, dealers should consider the entirety of the necessary costs prior to opening a store. Prestashop users will get an extraordinary deal with Prestashop official hosting partners – 1 and 1 as well as A2 hosting.

You will pay from $4 to $14 every month when you work with a Prestashop hosting partner.

Since PrestaShop is an open-source solution, every modification you make requires code participation. This means that you are more than likely to hire an agency or developer. You can consult a prestashop development company in India to get a helping hand in your store-set up.

Winner: PrestaShop

3. SEO

PrestaShop

PrestaShop lets you work better with the SEO placement of your website. If your site is well configured, PrestaShop stores usually give better results on Google’s search rankings.

Shopify

Shopify has been improving the SEO of its stores in recent years and is doing well with it. There are many apps that will also help you in SEO of your page. Shopify has servers in the USA, so if you are based in Europe, your website will be slightly slower which will affect SEO rankings.

Winner: PrestaShop

4. Performance

It is important to monitor eCommerce websites to see how the device works under a particular load. Loading time is about how fast product pages are loaded and identify potential performance bottlenecks.

With fast loading time, you can definitely give your customers a pleasant and enjoyable experience on your eCommerce website.

We can easily see that Shopify is a clear winner of this battle. Within just 1.3 seconds for loading time, Shopify is definitely a potential candidate.

On the other hand, Prestashop can lag behind with 4.6 seconds, which is 3.5 times longer than Shopify.

Winner: Shopify

5. Ease of Use

PrestaShop

Setting up a PrestaShop online store can take time and patience. The reason for this is that the back-end (part of the system you see, not your customers) is more technical to get hold of than the hosted platform.

Having said this, once you get started, PrestaShop provides a demo video with advice that walks you through the first phase of the store set-up.

Shopify

Shopify makes set-up very easy. The interface is intuitive and takes little time to use. The drag and drop functionality to customize your store as you want does not require any technical capability.

Being a hosted platform means that onus is on Shopify to offer all the tools you need to develop a store from scratch and then run it.

You must note that once you sign up, Shopify presents you with a default store that you can make changes to immediately.

Winner: Shopify

PrestaShop vs. Shopify: Which One to Choose?

If you want to start a business without technical skills, Shopify would be an ideal option. With unlimited products and advanced eCommerce functionalities, Shopify is definitely a suitable option for you to see your business. This platform is easy to use and can actively control the price.

On the other hand, if you have a small to medium store size and just want a platform that can provide you with customization and the ability to sell without a hitch, then do it on Prestashop.

In addition, the platform is outstanding in terms of thousands of add-on modules and ready-made themes. You can get started for free, setup is easy, and you don’t have to worry about any maintenance.

Wrapping Up

There is no objective winner, it is apparent that each platform has its strengths and weaknesses. Both are amazing platforms to use and create your online store.

Have you not decided yet? Then you must consult a top eCommerce website development company in India, they will surely help you in selecting the right platform that works best for your business.

Good Luck!!



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Get the Most Out of LinkedIn Sales with These 5 Steps

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Get the Most Out of LinkedIn Sales with These 5 Steps


Acquiring more qualified targets is now easier than ever before.

In this blog, we’ll provide you with step-by-step directions to use the competitors’ efforts to your advantage. Moreover, we will show you the tools that enable you to do this on autopilot — with smart automation!

The first two steps are about filtering out the competitors that you should pay special attention to. If you feel like you mastered this already, feel free to jump in straight to #3 — that’s where the real fun starts!

Step 1: Determine Your Actual Competitors

Not everyone who offers a remotely similar product or service is your competitor.

Don’t waste your resources on a target pool that is too wide. If you do, you’ll only spend your precious time on people who won’t be interested in what you have to offer.

First of all, divide the companies you think of as your competitors into the following categories:

  1. Direct Competition — they sell the same or very similar products as you do, and the customers will consider both of your products (as well as the others in this range) when making a choice.
  2. Indirect Competition — they offer a similar product, but you’re competing for the same market (for example, orange juice and Coca-Cola).

Let’s start narrowing it down.

Focus on your direct competitors, and ask yourself a few good questions about them and your own business:

  • What’s included in the full scope of their services?
  • What about you?
  • How do they differ at the first glance?
  • What does their online presence look like?
  • What is your USP?

The broad answers to these questions will guide you through the next step.

Step 2: Study Your Competitors Thoroughly

Let’s start with LinkedIn competitor research.

LinkedIn is a place where industry professionals gather and focus their business efforts — which makes it a perfect starting point when learning about the competitors and their tactics.

Tip No 1: Go to viewing settings and set your profile to private mode.

Remember when you liked your ex’s profile photo from 2015? Not cool at all, right?

Well, the same applies when you examine your competitors on LinkedIn. Don’t forget — unlike other social networks, LinkedIn will show you when someone looks at your profile.

To prevent this, log out from your Google and LinkedIn accounts (if you don’t have a Premium LinkedIn account already).

Tip No 2: Turn off the “Viewers of This Profile Also Viewed” as well!

This will prevent other people from seeing whose profiles you’ve visited and contacted. Now you can see their connections, followers, ads and newsfeed without being seen yourself — and adjust your strategy accordingly.

Tip No 3: Learn about current trends and topics in your industry.

Being up to date with everything that goes on each day is in itself a full-time job.

To make sure you never miss news and events you could use to your advantage, set up Google Alerts to deliver the news for you! It is free and easy to do so:

  • Go to https://www.google.com/alerts
  • Pick the account where you want the news to land
  • Go to “Create an alert about…” tab and enter keywords for the terms relevant to your business
  • “Show options” button will allow you to specify how often you want to receive the alerts, sources, language, region, how many results you wish to receive, and the email address/ RSS feed

And just like that, you won’t have to look these terms up: Google will deliver them to you.

Tip No 4: Snoop around the niche spots as well.

Don’t limit yourself only to your existing connections and followers of your direct competitors — there are other places within the LinkedIn community you can research and discover plenty of prospects.

For example, niche industry groups on LinkedIn are perfect places to find potential customers and users. While we’re focusing on LinkedIn here, the same goes for Facebook groups, Reddit, Twitter and Instagram pages. Those can provide you with plenty of useful connections, knowledge and opportunities as well. The group name is an obvious sign of whether it is the right place to look for potential targets or not.

Once you decide the group fits your criteria, join and take a look at the posts. What are people talking about? What are their needs and unmet demands? Can you be of help to them?

Some of the post authors and commentators are looking for exactly the type of service you offer: that’s the sign you’re waiting for, and the right people to contact!

Now, you can decide to chime in and pitch in their inbox or do it in the specific posts’ comments. However, doing this manually will take too long; picking individual accounts, tailoring and sending each message one after the other is long outdated practice.

We have a better idea!

Step 3: Scraping time!

Here we’d like to introduce Expandi.io — a tool to automate everything regarding LinkedIn outreach, but at the same time keep the whole process natural and personalized just as if you did it all on your own.

Expandi will collect all the account names and data from the places you choose, let it be comment section, page followers or connections. For example, you can pick the Twitter pages where your audience gathers to discuss most recent changes in the way your industry works. Then you can scrape everyone who liked that page and turns their names into LinkedIn profiles with help from Expandi.

Now, you have a rich list of LinkedIn accounts to reach out to — all of those people interested in your offer. Imagine how long would it take to vet them out one by one!

The next step is to import this list (you get it in the CSV format) back into Expandi, and you can start to reach out to the targets on LinkedIn.

Step 4: Reach Out to All of Them

One by one?

Nah.

By now, you got the gist — outreach is automated as well.

You may wonder how to automate the outreach so it doesn’t look robotic and insincere, while speeding up the outbound prospecting? How to personalize beyond “Hey, (target name)!” for dozens of accounts? How to avoid being flagged for spam?

With all those dilemmas in mind, Expandi adapted it’s tool with the following features:

  • Dynamic placeholder — this is a dynamic tag unique to Expandi. It will take  personalization to another level, so each account you want to reach out to gets a unique message, with something special that shows your effort.
  • Safety features — to avoid getting banned for sending tons of messages in short time spans, Expandi makes all the automated activities randomized. The outreach cadence mimics the human behavior perfectly, so you don’t need to worry about getting penalized by LinkedIn.

Final Step — Enjoy the Fruits of Your Labor!

Smart LinkedIn automation is the best thing since sliced bread. Instead of tedious manual labor, copying, pasting, and guessing games, there are tools that do all of that for you.

You can dedicate your valuable resources to improve your services or take a break from work in general and spend time with the ones you love the most.

Author Bio:
Stefan Smulders is a SaaS Entrepreneur | Founder of Worlds safest software for LinkedIn Automation / Expandi.io | for more than 5 years Founder of LeadExpress.nl



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Best Social Media Content Moderation Strategies

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Best Social Media Content Moderation Strategies


Social media has changed the way businesses operate. From creating an entirely different platform for new marketing efforts and changing how brands relate to their customers. We can all agree that social media is a very integral part of many businesses.

But, just as social media serves as an asset for your business, it could also become a liability if not handled properly. We have all seen certain brands put out content that harmed their image, and caused irreparable damages. This could happen to any business if they don’t moderate their content. This is where a social media moderator comes in.

What is a social media moderator?

A social media moderator is someone hired by a company to review, screen, and filter all social media content related to their business. By doing this, a business can ensure that its content is:

  • Appropriate
  • Aligned with its branding and
  • Helping them achieve their overall business goals.

In this article, we will cover some of the best social media content moderation strategies and how you can implement them in your overall social media marketing strategy.

Content moderation strategies for social media.

Having solid strategies set in place for your social media content moderation is extremely necessary. These strategies will ensure that you implement your content moderation following established guidelines. Hence, eliminating room for error.

Here are some of the best social media content moderation strategies you can incorporate into your social media strategy.

1)Establish a standard social media policy.

Setting standard rules are essential because they ensure everyone on your content team knows what’s allowed and what’s not allowed. When creating your social media content policy, ensure it includes:

  • The inappropriate content your company disallows. Inappropriate content should entail; bullying, brand bashing, sexually suggestive content, offensive photos, and videos, etc.
  • Rules on posting spam content. Spamming your audience on social media can diminish your brand’s credibility. It can also devalue your content. Additionally, it can make your social media pages look messy and unattractive. Stay away from spam content.
  • How your company addresses sensitive topics like race and gender.
  • The method you apply to handle negative comments and reviews on your page or about your brand.
  • How you deal with content created from influencer marketing, etc.

2) Designate who can submit social media content.

We all know that there are a plethora of ways brands get and create their content. We also know that a high engagement on social media could equal high reach. And if all things were equal, we could trust all content sources without questions and allow everyone to tag and comment on our page. That’s why the best writing companies make sure they use trusted sources.Therefore, as a brand, you can never be too careful.

So, set limitations on:

  • Who can submit content to your brand.
  • Who can comment on your page & tag you on their content. Most social media platforms have settings to accept, limit, or decline things like brand tagging and commenting.
  • Where/whose social media content you share. It is best to share or feature content from only people who have accounts with your business.

By doing this, you prevent trolls and fraudsters from taking advantage of your brand.

3) Determine a Content Strategy

Creating a content strategy is essential to your content moderation. It helps you ensure that you are creating content that fits your overall brand/social media marketing goals. Your content moderation strategy should include:

  • Where you share your content.
  • How you use the content that you create.
  • How you want your content to look. This should include your color schemes, style guide, taglines, hashtags, if you want to add logos or not, etc.
  • The type of content you want to upload.

Your brand messaging must be consistent throughout your social media channels, so a content moderation strategy will help.

4) Create a standard submission process.

While we expect your business to create content regularly, there are also a few other contents generating methods you could implore. Some type of social media contents include:

  • User-generated content.
  • Customer reviews.
  • Contests and giveaways.
  • Affiliate promotions, etc.

Consumers love reading user-generated content and top writing reviews. However, whatever way you get your content, you need to have a standard submission process.

The three most common submission processes you can use in your business are:

  • Pre-moderation: In this moderation method, your moderation team reviews and approves content pre-posting. The team has to approve submitted content before they post it.
  • Post-moderation: In this moderation method, the moderation team posts submitted content, and monitors/reviews them regularly to see how they perform.
  • Reactive moderation: With reactive moderation, content is submitted in real-time, and only reviewed if the content is flagged.

Ensure that you include all the information content submitters need to know. So, make available information on:

  • Where you intend to use the submitted content
  • User permission and rights agreements.
  • Content submission deadlines, rules, etc.

5) Monitor your content regularly.

Finally, it is essential to monitor your social media content regularly. This helps ensure that you aren’t missing out on anything that could harm your brand.

You can monitor your content manually, automatically, or a combination of the two. Tools like Mention.com help you track social media content related to your brand.

In conclusion

Any serious business knows content moderation is vital. It attracts the kind of customers you need and also helps keep existing customers. Other advantages include understanding your users, increasing traffic and protecting the image of your brand.



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