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With new marketing channels and trends constantly popping up, it can be difficult to know where your target audience actually is.

Not only do you need to know where they spend their time, but also how they like to shop –- and that largely depends on their age group.

To help you determine where to meet audiences where they are, we surveyed thousands of US consumers of all generations across to learn about their shopping habits, media consumption, and the latest trends they’re following.

While you’ll find even more data in our State of Consumer Trends Report, we wanted to give our readers a deep dive into each generations and the unique themes that make them different. 

So let’s take a look at where and how each generation likes to shop — and what really impacts their purchasing decisions.

We’ll get started with a quick breakdown of the shopping habits of each generation and call out the biggest differences and similarities between them, then dive deeper into each age group.

For those in a rush, we’ve put a quick generation-by-generation overview below with links to the deep dive of each age group. To jump to a broader side-by-side look at how all generations handle each stage of product discovery and purchases differently. click here to jump to our comparison section.

Shopping Habits Overview

Gen Z Overview (ages 18-24)

• Social media, YouTube ads, and internet search are the top ways Gen Z discover new products
• Instagram, YouTube, and TikTok are the top social media apps among Gen Z
• 33% of Gen Z have bought a product based on an influencer’s recommendation in the past three months, and 28% have bought through an in-app shop
• 1 in 2 Gen Zers want companies to take a stance on social issues, specifically racial justice, LGBTQ+ rights, gender inequality, and climate change. When companies advocate for these issues, it has a strong impact on Gen Z purchase decisions
• Ads on streaming services beat cable TV for reaching Gen Z. Retail discovery is still relevant, but less frequent than digital channels

Jump to our Gen Z deep dive >>

Millennials Overview (ages 25-35)

• Social media, internet search, and YouTube ads are also the top ways Millennials discover new products
• Facebook, YouTube, and Instagram are the top social media apps among Millennials
• 28% of Millennials have bought a product through an in-app shop in the past three months and 26% have bought based on an influencer’s recommendation
• 41% of Millennials want companies to take a stance on social issues, specifically racial justice, income inequality, climate change, affordable healthcare, and LGBTQ+ rights. When companies advocate for these issues, it has a strong impact on Millennial purchase decisions
• Ads on cable TV beat streaming services for reaching Millennials by a small margin. Retail discovery is still relevant but less frequent than digital channels

Jump to our Millennial deep dive >>

Gen X Overview (ages 35-54)

• Gen X prefers to discover new products through search, television ads, and in retail stores
• Gen X discovers new products on social media more frequently than any other channel, even though it isn’t preferred
• 90% of Gen X use social media – Facebook, YouTube, and Instagram are their favorite apps
• 18% of Gen X have bought a product through an in-app shop in the past three months. The same number bought based on an influencer’s recommendation in that period
• 35% of Gen Xers say companies should take a stance on social issues, specifically climate change, affordable healthcare, racial justice, and income inequality. 38% say companies shouldn’t engage with social issues, and 26% aren’t sure

Jump to our Gen X deep dive >>

Boomer Overview (ages 55+)

• TV ads, internet search, and retail stores are the top ways Boomers discover new products
• Social media falls flat for boomers –  just 17% have discovered a product on it in the past three months, and only 4% have purchased a product on a social app in that time
• About half of boomers say companies should not take a stance on social issues. When it comes to influencing their purchase decisions, social issues simply have no impact on a majority of Boomers.

Jump to our Baby Boomer deep dive >>

A Generational Comparison of Today’s Shopping Trends [Side-by-Side Data]

Where Do Consumers Discover Products?

Social media, internet search, and Youtube ads are key for reaching Gen Z and Millennials, while TV, search, and retail are favored by Gen X and Boomers.

As far as social media, Boomers, Millennials, and Gen X all use Facebook more than any other app.

Meanwhile, Gen Z is all about YouTube, Instagram, and TikTok. Not only is Gen Z communicating with friends and being entertained, but they’re also discovering (and buying) products on social more than any other generation.

What Drives Consumers to Buy Products?

When it comes to making purchase decisions, all generations are highly influenced by price, quality, and product reviews. Gen Z, Millennials, and Gen X also value brands that have active communities around them and a social media presence. Additionally, whether a percentage of the proceeds from their purchase will be donated to charity is highly important to Gen Z.

Where Do Consumers Like to Buy Products?

All generations favor buying products in-person at a store over any other channel, but this preference decreases significantly with age. Buying through online retailers like Amazon and directly from a company’s website is also popular. Gen Z, Millennials, and Gen X are most interested in buying through social media and from a company’s mobile app.

If you’re ready for more of the insights you need to reach your target audience, let’s take a deep dive into the shopping habits of today’s consumers, as well as how each generation compares, based on data from our 2022 Consumer Trends Survey of over 1,000 consumers in the U.S.

Shopping Trends by Generation (A Detailed, Data-Driven Breakdown)

Gen Z Shopping Habits 2022 (ages 18-24)

So where is Gen Z discovering new products? Let’s start with the digital elephant in the room – social media.

Social Media Drives Gen Z Product Discovery

57% of Gen Z has discovered new products on social media in the past three months, and 71% of them say it’s where they discover products most often. 

Social media is also the #1 way Gen Z prefers to discover new products, according to 38% of those age 18-24. 

All of this really isn’t surprising considering 93% of Gen Z use social media, for an average of 4 hours and 20 minutes per day. 

 

You may also be wondering which platforms they’re using, so let’s take a glance:

 

YouTube, Instagram, and TikTok are the top three platforms by usage in the past three months. Over half of Gen Z have used Snapchat and Facebook in the past three months, and 48% have used Twitter.

When it comes to the social media apps Gen Z uses most, TikTok, IG, and YouTube come out on top again, but in a different order.

 

TikTok is used most, likely due to its focus on short-form videos and powerful algorithm, making it hard to put down.

But TikTok and Instagram are only the most used social media apps among Gen Z women, while men spend much more time on YouTube.

Lastly, we asked Gen Z which social media app is their favorite. 

While TikTok is used most, Instagram is the favorite social media app among Gen Z as a whole. 

But there are so many ways to interact with Gen Z on social media that it’s more important than ever to use a format that captures their attention and makes your brand stand out. 

We asked how Gen Z social media users prefer to discover new products, and here’s what we found:

Our research from earlier this year shows that short-form video and influencer marketing are the top marketing trends of 2022, so the fact that Gen Z is fully embracing these channels to discover products isn’t surprising.

41% of Gen Z say they prefer to discover new products on social media through short-form videos, and 1 in 4 prefer to find out about products from influencers.

On top of that, 33% of Gen Z have made a purchase based on an influencer’s recommendation in the past three months, the highest of any age group. 

The signs to invest in these channels couldn’t be clearer. Did I mention that they also have the highest ROI of any marketing trend? Another powerful trend we identified in our Social Media Trends 2022 research is selling directly on social media. 

Considering 28% of Gen Z has bought a product on social media directly on the app in the past three months and 29% prefer to discover new products through social media shops, there’s never been a better time to get started.

Our recent Instagram Marketing Report explains why the app presents such an incredible opportunity for social selling, and we even published a data-backed guide on the top tools and strategies for selling on Instagram.

YouTube Ads Trump Social Media For Reaching Gen Z Men

46% of Gen Z has found new products through YouTube Ads in the past three months, and 56% say it’s where they discover products most often. 

On top of that, 34% of Gen Zers say YouTube ads are their preferred way to discover new products.

Overall, YouTube Ads follow social media as the 2nd best way to reach Gen Z. If you can’t leverage both, here’s an insight to help you decide which to use:

Gen Z women prefer to discover new products on social media, while discovering products through YouTube Ads is strongly preferred by young men. 

SEO Still Matters For Gen Z

42% of Gen Z has found new products by searching the web in the past few months, and 50% say it’s where they find products most often. 

26% of Gen Z say searching the internet is their preferred way of discovering new products, but how exactly is Gen Z searching online? A whopping 74% of Gen Z use their mobile phones most often when shopping online, while just 15% use a computer.

 

Additionally, 72% of Gen Z use their phones most often when looking up a question on a search engine.

This means you should be optimizing your website to be mobile-first to offer the best experience to your users. To learn more about the top SEO strategies, check out our Web Traffic & Analytics Report.

Retail Discovery is Less Frequent, But Still Relevant For Gen Z

While 36% of Gen Z has discovered new products in retail stores in the past three months, when we asked where they discover new products most often, it came in at #8. 

So Gen Z is still visiting retail stores, but they’re discovering products through online sources much more often.

Does that mean hope is lost for retail? Not quite. 19% of Gen Z still say it’s their preferred way to discover new products, behind social media, YouTube ads, and searching the web.

Ads on Streaming Services Beat Cable TV for Gen Z

23% of Gen Z has discovered new products on film/TV show streaming services in the past three months, and 33% of them say they discover new products through streaming most often.

19% of Gen Z have also discovered new products on music streaming services like Spotify, with 55% of them saying that music streaming is where they discover new products most often.

Does that mean cable TV ads are lost on Gen Z? Considering less than 1 in 5 have discovered a new product through their television in the past three months, it isn’t the best channel to reach those age 18-24 (though still very relevant for older age groups).

1 in 2 Gen Zers Say Companies Should Take a Stance On Social Issues

Gen Z is known to be vocal about the causes they believe in, but does that tenacity for the environment and social justice translate to their purchase decisions? Let’s take a look.

We asked whether companies should take a stance on social issues, and 50% of Gen Z say they should, the highest of any generation. 

We then asked those who want companies to take a stance on social issues which issues are most important to them. Racial justice was by far the top issue for Gen Z (69%), followed by LGBTQ+ rights (50%), gender inequality (46%), and climate change (42%).

 

The burning question is whether these sentiments translate to purchase decisions, and we found that they have a significant influence on Gen Z, dwindling slowly with each generation. 

• 60% of Gen Z have chosen a product based on it being owned by a small business in the past three months
• 50% of Gen Z have chosen a product based on the brand’s commitment to diversity/inclusion in the past three months
• 49% of Gen Z have chosen a product based on the brand being owned by a person of color in the past three months.
• 43% of Gen Z have chosen a product based on the brand being woman-owned in the past three months.
• 30% of Gen Z have chosen a product based on the brand being owned by a member of the LGBTQ community in the past three months.

Not only that, but brands taking a stance on these issues also makes a significant portion of Gen Zs more likely to purchase. We asked all the Gen Zs in our survey how the following attributes impact their purchase decisions, if at all, using a 5-point scale from much less likely to much more likely. Here’s what they said: 

Below are just a few of the factors that impact Gen Z purchase decisions, aside from the product itself:

• Corporate Trust: 84% of Gen Z say they’re more likely to buy from a company that treats its employees well, while 83% say they’re more likely to buy from a company that they can trust with their data
• Economic and/or Environmental Impact: 60% of Gen Z say they’re more likely to buy from a brand actively trying to reduce its environmental impact, while 46% are more likely to purchase products from small businesses.
• High DI&B Standards: 53% of Gen Z say they’re more likely to purchase based on a brand’s commitment to diversity/inclusion, while 51% say a brand advocating for racial justice makes them more likely to become a customer. Additionally, 39% of Gen Z say they’re more likely to buy products from brands owned by a person of color.
• Gender and LGBTQ+ Advocacy: 42% of Gen Z say brands that advocate for gender equality are more likely to get their purchases, while 37% of Gen Z are more likely to buy from brands that advocate for LGTBTQ+ rights.

While Gen Z is strongly influenced by Environmental, Social, and Governance (or ESG) initiatives, there are other factors in their purchase decisions that are even more important – let’s take a look.

What Drives Gen Z Purchase Decisions?

The top factors in Gen Z’s purchase decisions are unsurprising, with price, quality, and look/feel taking the lead. 

But when we ask Gen Z to choose the three most important factors in their purchase decision, we find some interesting insights. Take a look at the top 8 most important factors when Gen Z is forced to choose just three of those they consider:

While price and quality still lead, we see that donations to charity, an active community, recommendations from influencers, and how brands treat their employees rise to the top. 

Granted, these are nowhere near the top factors in this group’s purchase decisions, but for those who consider them, they are critical.

One other thing to note is that recommendations from influencers drive Gen Z purchase decisions even more than recommendations from their friends and family (55% vs. 24%, respectively) – yet another reason to leverage influencer marketing.

How Does Gen Z Prefer to Purchase Products?

When it comes to making purchases, 55% of Gen Zers still prefer to buy things in-store (the lowest of any generation), but online channels are close behind. 

One in two Gen Zers prefer to make purchases through online retailers like Amazon, while 37% like to go directly to a company’s website.

23% of Gen Z prefers to buy through social media apps, while 22% favor going through a company’s mobile app.

How Does Gen Z Like To Pay?

47% of Gen Z has purchased a subscription for a physical product in the past three months, the highest of any generation. 

But when we asked which payment model they prefer, Gen Z still largely favors buying a product for full price as needed.

And that wraps it up for Gen Z! Now we can talk about their slightly older, yet noticeably different counterparts, Millennials.

Millennial Shopping Habits 2022 (ages 25-34)

Social Media Drives Millennial Product Discovery

50% of Millennials have discovered new products on social media in the past three months, and 59% of them say it’s where they discover new products most often. 

Social media is also the primary way Millennials prefer to discover new products, according to 33% of those 25-34.

Similar to Gen Z, 90% of Millennials use social media, for an average of 4 hours per day, slightly lower than that of Gen Z.

As far as the platforms they use, Facebook, YouTube, and Instagram are the top platforms by usage in the past three months. Over half of Millennials have used TikTok in the past three months, and 44% have used Snapchat.

When it comes to the social media apps Millennials use most, Facebook, YouTube, and Instagram lead the way.

But just like with Gen Z, the app used most differs sharply by gender. Millennial women use Facebook the most, followed by Instagram, YouTube, and TikTok. Meanwhile, Millennial men use YouTube the most, followed by Facebook, Instagram, and TikTok fourth.

 

We also asked Millennials which social media platform is their favorite.

When it comes to Millennials’ favorite social media app, Facebook stays at #1, but Instagram pulls ahead of YouTube.

Now that you know which platforms Millennials prefer to find new products on, here are the formats they want to see on social media, among those who use it.

Millennials favor feed posts, ads, and social media marketplaces when looking to discover new products.

They also turn to influencers and social media shops to discover and buy things:

Since Millennials tend to favor Facebook and Instagram, building a presence on these platforms is key. Setting up an online shop on both platforms and leveraging influencer marketing are among the highest ROI strategies you can use to get your products seen and bought.

Millennials Discover Products Through Search Slightly Less Than On Social

Discovering new products through searching the internet comes second to finding them on social media, but just by a hair.

For starters, search and social are tied at 50% for the top channel Millennials have discovered new products on in the past three months. And 58% of Millennials say they discover new products most often by searching the internet, just 1% behind social media.

When we asked what Millennials’ preferred channel for discovering new products is, 32% said searching the internet, also lagging behind social media by 1%.

So search is a leading channel for product discovery for Millennials, but how are they searching? 74% use their mobile phones most often, compared to just 16% who use a computer, highlighting the importance of optimizing your site to be mobile-first.

When it comes to online shopping, 68% of Millennials use their phones most often, while 22% use a computer.

YouTube Ads Is the Third-Best Way To Reach Millennials, Especially Men

44% of Millennials have found new products on YouTube in the past three months and 54% say they discover new products on YouTube the most.

On top of that, 23% of Millennials say YouTube is their preferred channel for discovering new products.

Overall, YouTube ads are the #3 best way to reach Millennials, but just like for Gen Z, when it comes to targeting Millennial men, YouTube rises to the top.

Retail Discovery is Less Frequent, But Still Relevant For Millennials

While 43% of Millennials have discovered new products in retail stores in the past three months, when we asked where they discover new products most often, retail comes in at number six.

Like Gen Z, Millennials are still going to retail stores, but they’re finding products online more often. 22% of them say they prefer finding new products in retail stores, behind social media, searching the internet, YouTube Ads, and word of mouth.

Cable TV is Slightly Better for Reaching Millennials than Streaming Services

36% of Millennials have discovered new products through TV/film streaming services in the past three months, and 34% of them say that’s where they discover new products most often. Additionally, 13% of Millennials say video streaming is how they prefer to discover new products.

 

When it comes to cable TV, 34% of millennials have discovered new products through their television in the past three months, and 47% of them say that’s where they discover new products most often, comfortably ahead of streaming services. Additionally, 18% of Millennials say cable TV is where they prefer to discover new products, beating video streaming services by 5%.

Advertising on music streaming services is also a great way to reach Millennials – 21% of them have discovered new products through music streaming services in the past three months. Of that group, 29% say that’s where they discover new products most often. Overall, 11% of Millennials say music streaming is how they prefer to discover new products.

ESG Matters To Millennials

41% of Millennials say companies should take a stance on social issues, down from 50% for Gen Z.

We also asked Millennials who want to see companies engaging in advocacy which social issues they want to see companies that a stance on most.

Among Millennials who want companies to advocate for social issues, 60% want to see brands take a stance on racial justice, followed by income inequality (52%), climate change (39%), affordable healthcare (37%), and LGBTQ+ rights (36%).

While racial justice is top of mind for both Gen Z and Millennials, Millennials put less of a priority on other identity-based issues like gender and sexual orientation. Instead, they prefer to see companies tackle issues like income inequality, climate change, and affordable healthcare. 

This might be because Millennials are older and more likely to be part of the workforce than Gen Z, making them more conscious of wealth inequality and the cost of healthcare.

While a sizable group of Millennials wants to see companies taking a stand, do these sentiments actually affect their purchase decisions? Just like with Gen Z, the answer is yes.

• 59% of Millennials have chosen a product based on it being made by a small business in the past three months
• 49% of Millennials have chosen a product based on the brand’s commitment to diversity/inclusion in the past three months
• 47% of Millennials have chosen a product based on the brand being woman-owned in the past three months
• 42% of Millennials have chosen a product based on the brand being owned by a person of color in the past three months
• 27% of Millennials have chosen a product based on it being owned by a member of the LGBTQ+ community in the past three months

On a 5-point scale from much less likely to much more likely, we asked all Millennials in our survey how the following attributes impact their purchase decisions, if at all. Here’s what we found:

• Corporate Trust: 82% of Millennials are more likely to buy from a company that treats its employees well, and the same amount are more likely to buy from a company that they can trust with their data.
• Economic and/or Environmental Impact: 51% of Millennials are more likely to buy a product made by a small business, while 48% are more likely to buy from a company that actively tries to reduce its environmental impact
• High DI&B Standards: 47% of Millennials are more likely to purchase from a brand committed to diversity/inclusion, while 43% say a brand advocating for racial justice makes them more likely to become a customer. Additionally, 42% of Millennials say they’re more likely to buy products from brands owned by a person of color.
• Gender and LGBTQ+ Advocacy: 46% of Millennials say brands that advocate for gender equality are more likely to get their purchases, while 36% of Millennials are more likely to buy from brands that advocate for LGTBTQ+ rights.

While ESG strongly matters to Millennials, let’s see how these issues stack up against other factors in their purchase decisions.

What Drives Millennial Purchase Decisions?

Just as they do for all generations, price and quality are the top factors when it comes to Millennial purchase decisions.

Now let’s see which of these are most important to Millennials by forcing them to choose just three of the factors they consider.

Unsurprisingly, price, quality, reviews, and features remain in the lead. But a brand’s social media presence, whether a brand has an active community around it, whether the brand donates to charity, and recommendations from influencers rise. 

While these aren’t even in the top 8 factors in Millennials’ purchase decisions, among those who consider them, they are highly important.

How Do Millennials Prefer to Purchase Products?

65% of Millennials prefer to buy products in-store, while 55% favor going through online retailers like Amazon. About 1 in 3 like to purchase directly from a company’s website.

When it comes to mobile apps, 21% of Millennials prefer purchasing through social media, and 1 in 5 like to go through a company’s mobile app.

How Do Millennials Like To Pay?

44% of Millennials have purchased a subscription for a physical product in the past three months, slightly below Gen Z, but comfortably higher than Gen X and far ahead of Boomers.

But when it comes to the payment model they prefer, 51% of Millennials say they favor buying products at full price when they need them.

On the other hand, Millennials are the most likely of any generation to prefer purchasing a product in payment installments (28%) and on a subscription basis (21%).

Now that we’ve covered Millennial purchase habits, let’s take a look at how Gen X likes to shop, which differs significantly from what we’ve seen so far from the younger age groups. 

Gen X Shopping Habits 2022 (ages 35-54)

Gen X Prefers to Discover Products Through Online Search, With Other Channels Close Behind

One in three Gen X’s say they prefer to discover new products by searching the internet, and 58% say that search is how they discover new products most often – tying with social media as the channel they discover new products on most frequently. 

Additionally, 40% of Gen X have discovered new products through online search in the past three months, placing it among the top discovery channels.

So we know Gen X is all about searching online, but which devices are they using most when shopping on the web?

Two thirds of Gen Xers say they use their mobile phones most for online shopping, while 21% are on a computer and 9% use a table most frequently. This is similar to what we saw with Gen Z and Millennials.

But unlike those younger age groups, where social media is the clear favorite channel for product discovery, Gen X likes to find items through a much wider range of channels, so let’s take a look at the others that have a meaningful impact on those age 35-54.

Television Ads Are Highly Relevant For Gen X

41% of Gen X have discovered new products through TV ads in the past three months, and 55% of them say that TV ads are where they discover products most often, slightly behind social media and searching the web. 

Additionally, 30% of Gen X say they prefer to discover new products through TV ads, tying with retail stores for the second most popular channel.

Retail Has the Widest Reach For Gen X, But Digital Channels Are Seen Much More Frequently

Retail is the top channel Gen X has discovered new products in the past three months. But while 43% of Gen X found a new product in a brick and mortar store in that period, when it comes to the channels Gen X discovers new products on most often, retail is behind digital mediums like social media, internet search, TV ads, YouTube ads, and streaming ads.

Does that mean that retail is being forgotten by Gen X? Not exactly, because 30% of Gen X still prefer to discover new products in retail stores, tied at #2 with TV ads.

But it does signal that Gen X is shopping online more often than they visit retail stores, even if they prefer the latter. While this could be about convenience, a symptom of the pandemic, or a reflection of our increasingly digital world, it is important to reach Gen X virtually while keeping in mind their affinity for a real-life shopping experience.

Gen X Discovers Products On Social Most Often, Though It Isn’t Preferred

While Gen Z and Millennials discover products most often on social – and prefer it that way – Gen X is a bit more conflicted.

Social media is the number one channel Gen X discovers new products on the most, according to 58% of those 35-54. But at the same time, just 1 in 4 Gen Xers say they prefer to discover new products on social media, coming in at #5 on the list of their favored channels. 

This can be explained by the fact that 90% of Gen X use social media. While 14% spend under an hour on it every day, the rest average 3 hours and 25 minutes of daily use. So Gen X is using a lot of social media and seeing ads on it more than anywhere else, but it isn’t the way they prefer to discover products. 

Regardless, 42% of Gen X have discovered a product on social media in the past three months. On top of that, 18% of Gen X have bought a product directly in a social media app in that same period. So let’s take a look at which social media apps Gen X is using.

So Gen X is definitely on Facebook and YouTube, while a little over half are on Instagram, and 38% visited TikTok and Twitter in the past three months. Now let’s take a look at which social media platforms Gen X uses most:

 

Facebook and YouTube stay in the lead, a trend that continues when we look at Gen X’s favorite social media apps.

Now that we know which platforms are most popular among Gen X, here’s a look at how the age group prefers do discover new products on social media, among those who use it.

While the current trend for advertising to Gen Z and Millennials is “make content, not ads,” Gen X isn’t bothered by being advertised to more directly, preferring to see ads on social media. But since the trend is to make ads as enjoyable and un-intrusive as possible, you should still try to make your Gen X ad campaigns feel authentic, fun, and relatable, making for a better experience regardless of generation. 

Coming in second, 39% of Gen X also favor discovering new products through social media marketplaces where purchases happen outside of the app. This reinforces the previous insight we uncovered about Gen X preferring real-life shopping experiences, even if they’re discovering products on social media. 

Still, 35% of Gen X prefer to discover new products through in-app shops, the highest of any generation, but keep in mind this is only among social media users. 

In the past three months, 18% of Gen X social media users have bought a product directly on a social media app, and the same amount made a purchase based on an influencer’s recommendation.

The impact of influencers is another major point of difference between Gen X and younger generations – just 14% of Gen X prefer discovering new products through influencers, compared to 25% and 28% for Gen Z and Millennials, respectively. But all three of these generations still look to influencers more than Boomers.

1 in 3 Gen Xers Say Companies Should Take a Stance On Social Issues

35% of those in Gen X say companies should take a stance on social issues, while 38% say they shouldn’t, and 26% aren’t sure.

We also asked those who want to see companies take a stance which social issues are most important for businesses to champion, here’s what they said:

Unlike Gen Z and Millennials, for whom racial justice topped the list by a large margin, Gen X is spread more evenly among their top issues. While Gen X wants to see companies take a stance on climate change more than any other issue, affordable healthcare, racial justice, and income inequality are all equally important to them.

Now let’s take a look at whether these ideals actually impact Gen X’s purchase decisions. Among all Gen Xers in our survey:

• 42% of Gen X have chosen a product based on it being made by a small business in the past three months
• 36% of Gen X have chosen a product based on it the brand’s commitment to diversity/inclusion in the past three months
• 28% of Gen X have chosen a product based on the brand being woman-owned in the past three months
• 28% of Gen X have chosen a product based on the brand being owned by a person of color in the past three months
• 21% of Gen X have chosen a product based on the brand being owned by a member of the LGBTQ+ community in the past three months

While these numbers are lower than what we’re seeing with Gen Z and Millennials, social factors are present factors in Gen X’s purchase decisions. We also asked all Gen Xers in our survey how the following attributes impact their purchase decisions if at all, using a 5-point scale from much less likely to much more likely.

• Corporate Trust: 82% of Gen X are more likely to buy from a company that they can trust with their data, while 81% are more likely to purchase from brands that treat their employees well.
• Economic and/or Environmental Impact: 43% of Gen X are more likely to buy a product made by a small business, and the same amount are more likely to buy from a business that actively tries to reduce its environmental impact
• Moderate DI&B Standards: 36% of Gen X are more likely to purchase from a brand committed to diversity/inclusion, and 36% say a brand advocating for racial justice makes them more likely to become a customer. Additionally, 32% of Gen X say they’re more likely to buy products from brands owned by a person of color.
• Gender and LGBTQ+ Advocacy: 36% of Gen X say brands that advocate for gender equality are more likely to get their purchases, while 31% of them are more likely to buy from brands that advocate for LGTBTQ+ rights.

We know that social issues are part of Gen X’s purchase decisions, but which other factors do they consider, and which are most important? Let’s take a look.

What Drives Gen X’s Purchase Decisions?

Unsurprisingly, price and quality are the top factors when it comes to Gen X purchase decisions.

But let’s take a look at which factors Gen X find most important when forced to choose just three of those they consider in their purchase decisions.

Whether a brand has an active community around it, a brand’s commitment to diversity and inclusion, and whether a brand donates a portion of its profits to charity all rise to the top. While these are nowhere near the top factors in Gen X’s purchase decisions, for those who consider them, they are highly important.

How Does Gen X Prefer to Purchase Products?

73% of Gen Xers prefer to purchase products in-store. 53% favor online retailers like Amazon, while about 1 in 4 like to go directly through a company’s website, and just 13% prefer to purchase products through social media apps.

How Does Gen X Like to Pay?

63% of Gen Xers prefer to purchase a product for full price as needed, while 27% favor payment installments, and just 10% like to use a subscription plan.

But at the same time, 37% of Gen X has purchased a subscription plan for a physical product in the past three months. 

Now that you know all about Gen X purchase habits in 2022, let’s end with a deep dive into the shopping habits of Baby Boomers.

Baby Boomer Shopping Habits in 2022 (ages 55+)

Cable TV Drives Boomer Product Discovery

Boomers’ shopping habits stand out the most of any generation. While Gen X shares some similarities with Gen Z and Millennials in terms of frequently shopping on social media, Boomers are discovering products in their own way – through cable TV ads. 

Over half of Boomers have discovered new products through television advertisements in the past three months, and 62% of them say their TV set is where they discover products most often. On top of that, 45% of Boomers say they prefer to discover new products through TV, the highest of any channel and far above any other generation.

Leveraging Online Search Is Second-Best For Reaching Boomers

Boomers fall back in line with younger generations when it comes to searching the internet, with 45% of them having discovered a new product through online search in the past three months.

59% of those who discover new products through online search say it’s the channel they find things on most often, coming in 2nd after TV ads. It is also the 2nd most preferred channel for product discovery among Boomers, with 40% of them saying they like to find items through online search more than anywhere else. 

So which devices are Boomers using most often when shopping online? 

Unlike all other generations, over half of Boomers use their computers most often for online shopping, while 1 in 4 use their phones more frequently.

Boomers Prefer Retail Shopping More Than Any Other Generation

44% of Boomers have discovered new products in retail stores in the past three months, and 38% of them say that’s where they find new items most often. Additionally, 37% of Boomers prefer discovering new products in online stores over any other channel.

Social Media Falls Flat For Boomer Product Discovery

When we ask Boomers about their preferred way to discover new products, just 10% say through social media, and it ranks behind all the channels we just mentioned, as well as word of mouth and direct mail (snail mail). 

On top of that, just 17% of Boomers have discovered a product on social media in the past three months, and only 4% have purchased a product on a social app.

Regardless, two in three Boomers use social media. While about a third of them spend less than an hour on social media a day, the other 65% are spending over an hour on it daily.

But which apps are they using?

91% of Boomers who use social media are on Facebook, higher than any other generation. Over half use YouTube, and about one quarter are on Instagram, Pinterest, and Twitter. 63% of Boomers who use Facebook also say it’s the app they use the most, with YouTube coming in second at 21%.

We see the same picture when looking at the social media apps Boomers consider their favorite, with 58% of them choosing Facebook, followed by YouTube at 20%.

So you know where to find Boomers on social media, but what kind of content do they want to see when discovering new products?

Similar to Gen X, Boomers are perfectly content with being advertised to more directly, though the current trend of “making content, not ads” popular with Gen Z and Millennials is sure to improve their experience. 

Boomers also favor buying through social media marketplaces where purchases happen outside of the app, showcasing their preference for real-life shopping experiences.

Unsurprisingly, Boomers are the least interested of any generation in discovering new products through in-app shops or through influencers, with 13% saying they prefer to find products this way 

Almost Half of Boomers Say Companies Shouldn’t Take a Stance on Social Issues

Boomers are often considered the polar opposite of Gen Z, and in the case of whether companies should take a stance on social issues, the two groups are completely at odds. While 1 in 2 Gen Zers think companies should engage in advocacy, about half of Boomers say they shouldn’t.

Still, one in four Boomers want to see companies taking a stance on social issues, so let’s take a look at which ones they want to see businesses speak on the most.

The social issues Boomers want to see companies advocating for most are climate change, affordable healthcare, racial justice, and income inequality. This is right in line with the issues we saw were important to Gen X, though climate change is significantly more important to Boomers than any other generation.

Keep in mind the above is only among Boomers who want to see companies take a stance on social issues, which is just 25% of them. For the rest, social issues are either irrelevant or simply aren’t something they want to hear about when interacting with brands.

• 20% of Boomers have chosen a product based on it being made by a small business in the past three months
• 10% of Boomers have chosen a product based on the brand’s commitment to diversity/inclusion in the past three months
• 6% of Boomers have chosen a product based on the brand being woman-owned in the past three months
• 5% of Boomers have chosen a product based on the brand being owned by a person of color in the past three months
• 5% of Boomers have chosen a product based on the brand being owned by a member of the LGBTQ+ community in the past three months

While one in five Boomers have chosen a product based on the brand being a small business in the past three months, identity-based issues are clearly not resonating with Boomers. 

But is that due to Boomers being averse to companies taking a stance on social issues, or is it because they simply don’t consider them in their purchase decisions?

To find out, we asked all Boomers in our survey how the following attributes impact their purchase decisions, if at all, using a 5-point scale from much less likely to much more likely.

When looking at issues related to identity, from the middle to the right side of the graph above, Boomers are overwhelmingly likely to say they have no impact on their purchase decision. A small percentage of Boomers say they are more likely to purchase when it comes to identity-related issues, while an even smaller group say they’re less likely to buy. 

So it’s much less about whether they’re for or against a certain social cause – these issues are simply just not part of their purchase decisions, with a few exceptions.

It turns out Boomers are overwhelmingly more likely to buy from companies they trust with their data and those that treat their employees well. Boomers are also more likely to buy from companies that donate a portion of their profits, try to reduce their environmental impact, and are small businesses, though many also say these actions have no impact on their purchase decisions. 

Since Boomers generally aren’t impacted by ESG initiatives, let’s dive into the factors they do consider in their purchase decisions and find out which are most important.

What Drives Boomers’ Purchase Decisions?

Price and quality are the most considered factors in Boomers’ purchase decisions, far above any other generation.

But which are the most important? Let’s take a look at what Boomers prioritize when forced to choose just three of the factors they consider when making purchases:

Here we see a similar picture as before, with the addition of the way a brand treats its employees and whether a product is a necessity or a luxury. While the latter is part of 29% of Boomers’ purchase decisions, just 6% of them take how a brand treats its employees into consideration, though it is highly important for those who do.

How Do Boomers Prefer to Purchase Products?

81% of boomers prefer to purchase products in-store. 53% favor online retailers like Amazon, and another 36% like to shop directly from a company’s website. Boomers also prefer using a company’s mobile app over ordering by phone or through social media.

How Do Boomers Like to Pay?

Boomers overwhelmingly prefer buying products at full price whenever they need them, according to 86% of those over age 55. 10% of Boomers prefer paying in installments, and just 4% favor a subscription model.

Still, 13% of Boomers have purchased a subscription plan for a physical product in the past three months:

Meeting Your Targets Where They Are

Now you have all the data you need to find and engage your target audience! 

While this guide has what you need to know right now, consumer shopping habits change rapidly – that’s why we’ll be running this same survey every few months and reporting back on any trends you need to be aware of. 

For an overall look at how general audiences are shopping, you can also check out this post on overall shopping trends from the same survey we note above.

And for even more data on the key consumer trends that could impact your marketing strategy in the next six months, check out our upcoming State of Consumer Trends Report and downloadable PDF.  

In the meantime, check out our most recent research report below.

As a marketer, you know you have to spend money to make money. This is particularly true when you’re trying to generate leads and acquire new customers. However, if there are ways to cut the cost of lead generation and customer acquisition without undercutting either metric.

To help refine your marketing strategy to lower the costs of acquiring leads and customers, here are some helpful CPL and CAC benchmarks from a recent HubSpot survey of hundreds of marketers.

Most Effective Strategies for Lowering CAC

Customer acquisition cost (CAC) is how much a company has to spend to get a new customer. In our survey we found that CAC varies a lot between companies and industries — that said, almost half (48.9%) of the marketers we surveyed said CAC has increased in the past year. Another 48.9% reported their CAC has stayed about the same, and only 2.2% said CAC has decreased.

When we asked marketers what they found to be the most effective strategies in lowering CAC, the majority (67.6%) reported improving customer retention among the most effective. Other strategies reported to be effective are:

• Implementing a customer referral/affiliate program (62.5%)
• Optimizing sales funnel (57.6%)
• Conducting market research to better understand the target audience (55.8%)
• Using a CRM (Customer Relationship Management Software) to streamline their sales cycle (53.8%)

Marketing Channels with the Highest and Lowest CAC

Being mindful of the channels you’re using and how much those channels cost is another way to lower the cost of acquiring customers.

Marketing Channels with the Lowest CAC

In our survey, 59.8% of marketers listed social media as one of the channels with the lowest customer acquisition costs. 55.8% said the same about email marketing, 41.4% listed experiential marketing, and 40.8% said websites and blogs.

Marketing Channels with the Highest CAC

When asked what are the marketing channels with the highest CAC, 47.4% of marketers mentioned paid social, which is the practice of showing sponsored advertising content on third-party social media platforms. 46.2% said physical events and trade shows are the most expensive, 42.1% said physical ads, and 42.9% said print advertising.

Most Effective Strategies for Lowering CPL

Cost-per-lead (CPL) is how much money it takes to generate a new lead. Unlike with CAC, the majority of marketers we surveyed (56.2%) reported CPL has stayed about the same in the past year — only 37.7% said CPL has increased.

However, almost 70% of marketers still said their company is working to reduce CPL.

60% of marketers told us optimizing their website to convert leads into customers is among the most effective strategies for lowering CPL — that generally means taking strides like adapting websites for mobile devices or reducing page load times

Other effective strategies listed by marketers are:

• Analyzing advertisement campaign performance data (55.9%)
• A/B testing (52%)
• Leveraging organic search traffic by investing in SEO (52.8%)
• Conducting market research to better understand target audience (51%)

Marketing Channels with the Highest and Lowest Quality of Leads

Not every lead is a good lead — they don’t all have the need or desire to buy a product or service from your company. To ensure you’re reaching your target audience, here is a breakdown of channels marketers said attract the highest and lowest quality of leads.

Marketing channels resulting in highest quality of leads

In our survey, 44.7% of marketers mentioned social media as being a channel attracting the highest quality of leads. This could have to do with social media apps relying on targeted algorithms that point users in the direction of the content they like to consume.

41.1% of marketers also Search Engine Optimization (SEO) as a source for high quality leads, along with content marketing (37.1%), influencer marketing (37.1%), and virtual events, webinars, and conferences (38.1%)

Marketing Channels Resulting in the Lowest Quality of Leads

Our survey found 38.3% of marketers reported direct mail resulted in the lowest quality of leads. 37.8% also reported the same for email marketing, and 35% answered with experiential marketing.

Marketing Channels with Lowest and Highest CPL

Similar to CAC, another way to lower the cost of generating leads is to look to channels with the lowest costs.

Marketing Channels with the Lowest CPL

45.6% of marketers reported in our survey that email marketing boasts particularly low CPL. About 40% said the same about websites and blogs and 42.6% said the same about social media. Percentages overlap because respondents were allowed to choose up to three answers.

Marketing channels with highest cost per lead

Half the marketers we surveyed mentioned influencer marketing as having the highest cost per lead — a trend that stems from the fact that influencers with large followings tend to have high rates.

44% of marketers reported print advertising to have the highest cost, and 42.5% of marketers said physical ads. Virtual events, webinars, and conferences were said to have the highest costs by 40.5% of marketers.

Now that you know which strategies and channels are the most effective for lowering CAC and CPL, you can confidently refine your marketing strategy to attract new customers and leads while also saving money.

I won’t lecture you on the importance of incorporating virtual reality (VR) into your marketing strategy.

What I will do, however, is share a few fun facts about VR and show you nine examples of this technology used for marketing a product or a brand.

• Consumer and enterprise VR market revenue is expected to reach $6.71 billion by the end of 2022, and $12.9 billion by 2024. 
• Augmented reality, virtual reality, and mixed reality market size worldwide is expected to jump by more than 220 billion dollars between 2021 and 2028.
• By the end of 2022, it is estimated that virtual reality hardware and software sales will generate more than $6.4 billion dollars in revenue.
• By the end of 2020, the number of VR headsets sold is predicted to reach 82 million — a 1,507% increase from 2017 predicted totals.

VR is growing in its adoption, and it’s worth considering adding it to your marketing channels in the coming year.

What Is VR?

VR, short for virtual reality, is software that immerses users in a three-dimensional, virtual interactive environment — usually by headset with special lenses — to simulate a real-life experience. Many VR experiences take place in 360 degrees. 

While movies, for example, allow audiences to experience the film as if they are a character in the scene, businesses use VR to demonstrate and promote their products to potential customers. In fact, many industries have found a use of VR to transport people to places they might otherwise have to travel to or simply imagine. 

Before we dive into some examples of businesses that have used VR for marketing, it’s worth noting that virtual reality has a few key differences from another term you might’ve heard before in the same sphere: augmented reality. The video below runs through the key differences. 

 

 

Seeking inspiration for your own VR marketing campaign? Look no further. Below are nine of our favorite VR marketing campaigns and how they served the company’s marketing strategy.

1. Gucci Town

High-end fashion house Gucci recently launched Gucci Town, a virtual world within the Roblox metaverse. Players can explore the town, learn about the house’s history, and connect with other people in the game. 

 

The interactive elements of Gucci Town are the mini-games, the browsable art exhibitions, and the Gucci store where people can purchase clothes for their Roblox avatars. When users wear the clothing they’ve purchased, they can spark conversations with others that are curious about the unique items and, as a result, are inspired to visit and discover what the town has to offer. 

2. Sephora Try-on Kiosk

Beauty retailer Sephora has kiosks where visitors can virtually test makeup products on their face to ensure they’re satisfied with how it looks before making a purchase. These kiosks are a high-value marketing tool, providing a unique hybrid experience to help customers get the most out of their in-store visit. 

While Sephora does allow physical testing of its products, not everyone might want to do so, so the kiosks are an additional option. It’s also beneficial for customer satisfaction, as people can see exactly what the products look like ahead of time to ensure they spend money on one that works best for them and their needs.

3. Wendy’s and VMLY&R: Keeping Fortnite Fresh

Wendy’s created an engaging VR marketing experience within Fortnite’s virtual world, leveraging native gameplay related to its business: beef. Fortnite players would transport beef to freezers at nearby restaurants and earn coins when they were successful. 

To make it a more brand-relevant experience, Wendy’s tasked its marketing agency, VMLY&R, to create an avatar that resembled its mascot, Wendy. The firm then streamed on Twitch, where viewers could watch the new Wendy’s avatar break into restaurants and destroy freezers: 

 

During the stream, mentions of Wendy’s on social media went up by 119%, and it was viewed for a total of 1.52 million minutes by a quarter of a million viewers. Viewers also began smashing freezers within their games, tweeting about the stream, and commenting in the feed’s comment thread. 

Like a commercial or native ad, the campaign’s goal was to remind audiences that Wendy’s makes an effort to serve the freshest beef to its customers, which is why it was so relevant that users received coins the faster they were able to transport beef to the freezers. 

4. A Tribal Past: Bear River, a Nation: What Can Eeling Teach Us? 

In partnership with Oculus, Jessica Cantrell created a 360° film project where tribal members shared their stories and reconnected young people with their community’s past. 

 

It was a form of community storytelling that leveraged an emerging VR tool to market the story and to help members of a historically marginalized community learn more about their culture. 

5. Lowe’s: Holoroom How-To

Anyone who’s gone through the angst of being a first-time buyer knows the unfathomable power of paperwork and finances to undermine the fun of designing or decorating a new home.

That’s why Lowe’s decided to step in and help out homeowners — or recreational DIY enthusiasts — with a virtual skills-training clinic that uses HTC Vive headsets to guide participants through a visual, educational experience on the how-to of home improvement.

 

Now, customers can embark on their do-it-yourself renovation dreams without needing to pay for a professional and with the education, they need to succeed on their own. 

6. Boursin: The Sensorium

Cheese brand Boursin created a VR experience to take users on a multi-sensory journey through a refrigerator to shed light on its products’ flavor profiles, food pairings, and recipe ideas.

The goal? To raise awareness among U.K. consumers of Boursin’s distinct taste and product selection.

 

While the VR installment was part of a live experiential marketing campaign, the rest of us can get a taste — pun intended — of the virtual experience via this YouTube video.

7. Adidas: Delicatessen

Adidas partnered with Somewhere Else, an emerging tech marketing agency, to follow the mountain-climbing journey of two extreme athletes sponsored by TERREX (a division of Adidas).

And what good is mountain climbing to an audience if you can’t give them a 360-degree view of the journey?

Viewers could follow the climbers, Ben Rueck and Delaney Miller, literally rock for rock and climb along with them. You heard that right — using a VR headset and holding two sensory remote controls in each hand, viewers could scale the mountain of Delicatessen right alongside Rueck and Miller.

According to Somewhere Else, this VR campaign served to “find an unforgettable way to market TERREX, [Adidas’s] line of outdoor apparel & accessories.” What the company also did, however, was introduce viewers to an activity they might have never tried otherwise and instill an interest in the experience.

Check out the campaign’s trailer below.

8. Toms: Virtual Giving Trip

Toms, a popular shoe company, is well known for donating one pair of shoes to a child in need every time a customer buys a pair. This charitable developer found a new way to inspire its customers to give — wearing a VR headset.

Blake Mycoskie, the founder and Chief Shoe Giver of Toms, narrates Tom’s Virtual Giving Trip with one of his colleagues.

As they describe the story of Toms’ founding, their VR experience takes viewers on a trip through Peru, where Blake and the shoe-giving team visit a school of children who are about to receive the shoes they need for the first time.

What Toms’ VR campaign does so well is something cause-driven organizations worldwide struggle to do: Show donors exactly where their money is going. Even without a VR headset, the video below gives you an intimate experience to put Toms on your list for your next shoe purchase.

9. DP World: Caucedo Facilities Tour

DP World is a global trade company that helps businesses transport goods worldwide. As the company opens new terminals, however, they need a way to show their customers what DP World’s property has to offer.

DP World’s Caucedo facility in the Dominican Republic is just one of several DP World properties using VR to promote its large and often mysterious ships and land masses as they suddenly appear in a community.

Trade logistics is not an exciting industry for everyone, but that’s exactly why a 360-degree tour of DP World’s terminal is so valuable here. Show people just how efficient, safe, and crucial these properties are to certain businesses — without making them put on a hardhat and walk through the port itself — and you can gain massive community support.

Navigating VR in Marketing

As you read this, you might be thinking, “Why should a small-business marketer like myself be learning about high-priced VR campaigns?” 

Well, although VR might be too costly for many. marketing budgets, it’s getting more and more abundant in society, As it grows, we’re seeing a handful of brands leverage it for product promotion and virtual storytelling. And, while you might not be able to create a VR-based campaign, you can gather some great takeaways related to marketing innovation, content marketing, or visual storytelling which can give you other ideas of how to better interact with your digital audience.

Want to see how other emerging technologies will impact your marketing? Check out A Practical Approach to Emerging Tech for SMBs: AI, Blockchain, Cryptocurrencies, IoT, and AR/VR.

Imagine you’re scrolling through Instagram and see an ad for a product you might be interested in.

While your first thought might be that ad targeting is getting too advanced, you still want to find out more about the product and the company that makes it. So where do you look next?

Are you going straight to their Instagram page, visiting their website, searching for online reviews, or watching a YouTube unboxing video?

These are the questions we asked 1,000 consumers in our 2022 State of Consumer Trends Survey to find out how people behave after discovering a product they might want.

Of course, this will vary drastically by generation, so we’ll include some insights split by age group as we go. You can also check out our full report on consumer shopping habits by generation for more age-specific info.

How Do Consumers Want to Learn About Products in 2022?

Consumers are learning about products and their features through a wide variety of channels. Among the most popular are searching the web, going to retail stores, TV ads, word of mouth, and online reviews.

While social media, YouTube ads, unboxing videos, and streaming services are less popular when we look at all generations combined, splitting this up by age group paints a very different picture.

Gen Z, Millennials, and Gen X set themselves apart from Boomers through their preference for learning about products through social media and YouTube ads. Gen Z also favors unboxing videos more than any other generation.

Meanwhile, Gen X and Boomers show a clear preference for learning about products through TV ads and in retail stores. Boomers also favor word of mouth more than any other generation.

But there are also some similarities — learning about products by searching the internet and through online reviews is popular among all generations.

So let’s dive deeper into each of the most popular channels consumers are using to learn about products.

SEO is Key for Product Discovery

36% of consumers prefer to learn about products by searching the internet, highlighting the importance of optimizing your website for SEO.

Searching the internet is the number one way to learn about products among all age groups, except for Gen Z, who prefer to use social media by just 1 percentage point. While online search is extremely popular among all age groups, it progressively gets more favor with each older generation.

Since we know consumers are searching the web to better understand products and their features, it’s also key to get a sense of which devices they are using to create the best user experience.

Not only are mobile phones the device of choice for over 50% of consumers when searching up a question online, but they are also the most used device when they shop online.

Especially when it comes to younger generations, the use of mobile devices for search dwarfs searching on a computer, meaning you should optimize your website to be mobile-first.

Retail Is Still Relevant, Especially for Older Generations

Coming in second place, 27% of consumers say they prefer to learn about products in retail stores. Unsurprisingly, the in-person approach is most popular among older age groups, though it isn’t completely lost on Gen Z and is still favored by almost one in five Millennials.

TV Ads Are Key for Boomers and Gen X

One in four consumers say TV ads are their preferred way of learning more about a product and its features. TV ads rank in the top three most preferred channels to learn about products for Gen X and Baby Boomers, but lose favor with Gen Z and Millennials who strongly prefer other digital channels like social media.

Word of Mouth Is Relevant, But Gen Z Looks to Influencers Instead

23% of consumers say they prefer to learn about products through word of mouth. Interestingly, word of mouth ranks in the top 5 channels for learning about products for every generation except Gen Z. Our Consumer Shopping Report 2022 even found that Gen Z places more importance on recommendations from influencers than their friends and family.

Online Reviews Are Sought By All Generations

One in five consumers say they prefer to learn about products through online reviews, regardless of generation. Of course, whether they go to YouTube, Amazon reviews, or a dedicated blog to get those insights will depend on their age.

Social Media Is Key For Gen Z and Millennials

Overall, just 17% of consumers say social media is their preferred channel for learning about products and their features. However, social media comes in at #1 for Gen Z, second for Millennials, and fourth for Gen X.

Next, let’s take a look at how consumers want to learn about products on social media.

Feed posts, ads, and stories are the top three formats for learning about products on social media. 36% of consumers want to learn about products through short-form videos like TikToks or Reels, and another 27% prefer to go through influencers, which is especially popular among younger generations.

You might also be wondering what kind of content consumers want to see from brands on social media.

Almost half of consumers say funny content is the most memorable, followed by content they can relate to. Making content that showcases your product or service is also highly memorable to 36% of consumers.

YouTube Ads are Key For Gen Z and Millennials

Overall, just 13% of consumers say they prefer learning about a product and its features through YouTube ads, but the video platform ranks among the top channels for Gen Z and Millennials.

Unboxing Videos are a Gen Z Thing

While just 9% of consumers prefer to learn about a product and its features through unboxing videos, they are uniquely popular with Gen Z.

Making Sense of Consumer Data

Want to learn more about the latest trends and shopping habits consumers are navigating, and how your brand can leverage them to better meet your targets in 2022?

Check out our consumer shopping report as well as our State of Consumer Trends Report, coming in late July.

In the meantime, see how marketers are navigating 2022 with our State of Marketing Trends Report below.

When you’re not following a plan on social media, it’s easy to forget to post regularly.

Additionally, creating image and video-based content meant to drive revenue for your business can seem far from your bottom line.

However, 90% of people on Instagram follow at least one business nowadays. To compete with other companies in your industry, you must have a solid Instagram strategy, especially if your intended audience uses the app.

Fortunately, once you have an ideal plan for your Instagram content, you can create content more intentionally and ultimately drive more results for your team and organization.

In this post, we’ll cover everything from determining what kind of content you want to post to picking a content theme. Then, we’ll get into the details of planning individual posts.

HubSpot, AdobeSpark, and Iconosquare teamed up to create a 30-day planning guide for business Instagram planning.

We’ve also thrown in 30 templates to help you get started. Click here to get the planning guide.

Your Instagram’s Visual Theme

Once you’ve decided on the type of content you want to post, you’ll want to select a visual theme for your posts.

Aesthetic consistency will help you in several ways:

• When an Instagram user finds your business’ account, the images will appear coordinated and well-thought-out.
• Your followers will begin to sense patterns in your content and pause when they see your post as they scroll because they recognize that pattern.
• When you’ve pre-selected a go-to font and color scheme, it takes away some of the pressure of planning because there are fewer decisions to make for each new post.

If you use Adobe Spark, you can download our free Adobe Spark Instagram templates to create a new post with a template rather than starting from scratch. You’ll also get access to the previously-mentioned calendar of content ideas.

To establish visual consistency across your posts, pay attention to the colors in your photos, the filters you use, the fonts you use in your images, and, if you’d like, the pattern of content types you’re posting.

• Colors – Keep your brand colors top of mind when creating Instagram posts. Pick a few colors that complement your primary brand color and ensure that the most prominent color appears in your posts.
• Filters – When using filters, do so lightly, as over-editing can dilute the quality of your photos. If you decide to use filters, use the same one or two across all posts.
• Fonts – Select one font to use whenever you want to overlay text on photos or videos and use one of your brand colors for the font. Since Instagram is a friendly platform, aim to use an easy-to-read, sans-serif font and keep it the same across all posts.
• Content Pattern – To create a visual pattern for your overall feed, ensure that every third post has a specific background color. Since Instagram has three columns in the grid view, you’ll end up with a column that shows you thoughtfully planned your posts. You might consider using a white background with the same font style and color to share an industry tip for every third post.

Once you’ve decided on the content type and visual theme you’ll use on your brand’s Instagram account, it’s time to start planning posts.

Create a spreadsheet with the following columns (or download our free, pre-made spreadsheet along with planning templates for all of your other social media channels, too):

• Date of publication
• Time of publication
• Image caption
• Image file name or a link (if it has been uploaded to the web)
• The link that you’ll add to your bio when the post goes live (or add to a Linktree-type multiple links tool)
• Campaign/Goal: What is the goal for this post? Are you trying to amass more followers? Drive sign-ups for your product, a free trial, a consultation, or another next step toward becoming a customer? A well-articulated goal will help you ensure that each post exists for a purpose. You won’t be creating a dead-end for your followers but rather an opportunity for continued engagement with your account, brand, or product.

When you’re done, it should look like this:

Download This Template

Pro Tip: Duplicate the spreadsheet tab for Instagram Stories, as well, to leverage Instagram’s other avenue for engaging with your followers. Stories are best used for interactive content like polls and quizzes, sharing photos or videos from live events, and more casual, friendly updates.

Once you have your spreadsheet ready to go, decide on your frequency. We recommend ramping up to posting around three times per week.

1. Define Your Content Posting Schedule

Post at least once a week to establish a reliable posting pattern for your followers. You’ll risk losing followers if people feel that they’re not consistently seeing interesting or helpful content from your account.

To establish that consistent pattern, set dates and times for posting first. For example, if you decide to post every Monday, Wednesday, and Friday, fill in the date and time column with the next month’s Mondays, Wednesdays, and Fridays.

Then, add a recurring event to your calendar for post planning for the following two to four weeks. Set a recurring 10-minute calendar invitation at your selected posting times to reference your spreadsheet and quickly post what you’ve planned if you’re not using an automated scheduling tool. With the planning sheet handy, you’ll be able to copy and paste captions and links and locate the images for your posts easily.

When slotting specific posts into your spreadsheet, begin in whichever column you’d like. For example, you could start by evenly splitting the rows into separate campaigns and filling in the caption or image link for each post later.

2. Add Visuals

If you already have a repository of photos that you can post, you might start pasting the links into the Image File Name/Link column and fill in the other columns afterward.

You’ll also want to start creating more visual content for future posts. For example, consider repurposing event images that your company has taken, soliciting photos of your employees or customers using your product, or simply creating visually-appealing text graphics like this one on a tool like Canva or Photoshop.

Upload each photo to a centralized folder and use a standardized naming convention so that it’s easy to find the file you’re looking for. If you’re not using a post-scheduling tool, you’ll likely have to post directly from your phone.

To easily access photos with their file names from your phone, you can upload photos to a Google Photos album on your computer and then use the Google Photos app to download the content before posting directly.

3. Write Engaging Captions

Finally, decide on your caption for each post. The ideal caption style depends on your audience and the type of content you’re sharing. For example, aesthetics-focused content may perform best with a quirky, short, and clever caption. In contrast, education-focused content may be most likely shared and liked if the caption includes a couple of concise, straightforward tips.

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4. Choose Hashtags

Make sure to include three to five thoughtfully planned hashtags in your caption or in a comment on your post to ensure it gets in front of new audiences. You’ll want to include a mix of branded hashtags (e.g., #HubSpotAcademy or #OnlineLearning) and trending hashtags so that more people see your post.

You can research the hashtags you might want to use by typing them into Instagram (head to the ‘Search’ tab and then tap ‘Tags’) to see how much volume they get. Prioritize the higher-volume ones.

Types of Content to Post on Instagram

Regardless of which kind of content you decide to post, it should always be content that attracts your ideal audience. Think beyond your product, service, or office. What does your ideal customer actually care about, and what motivates them to follow a business account on Instagram?

Bite-Sized Education Instagram Content

If you know your audience is interested in consuming bite-sized education on social media, you might use Instagram to share industry tips and tricks.

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Videos or well-organized captions can be useful vehicles for providing your audience with well-researched information for their benefit rather than the benefit of your business.

Showcasing Products Instagram Content

If your product or service lends itself to being photographed, consider sharing photos or videos of real customers using it. You can lighten your content creation load by relying on user-generated content. Have your customers send in photos of your product in action.

Here’s an example of how Beats by Dre uses Instagram to showcase customers using their products:

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Still, there’s no need to make these product or service posts promotional. Instead, the value for your Instagram following would come from drawing personal connections with real stories about how others have successfully used your product.

Inspiring Imagery Instagram Content

However, if your audience isn’t consuming education on Instagram and your product or service isn’t easily photographed, you can take a more aesthetically-focused route, posting images and videos that people would simply love to consume. These may not drive a significant number of conversions, but a visual-first Instagram can amass a large number of followers.

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The key to the aesthetically-pleasing route is to check in frequently to ensure your posts are driving actual value (perhaps in the form of brand awareness or community among your followers) for your business.

Experiment With Content

If you’re unsure of the type of content you want to post or the kind that will succeed for your brand, pick the one you believe your audience will be most interested in seeing. That can include product-agnostic education, product-centric content, usage-focused content, or aesthetically pleasing content. Try it consistently for a month.

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Then, try another type for the following month and compare engagement rates. How many people are liking and commenting on your content? How many followers did you gain each month? What other business outcomes, if any, were impacted by your Instagram posts?

In addition to deciding the general topics you’ll post on Instagram, you’ll want to experiment and determine which content formats you’ll post. For example, if you take an educational approach, experiment with videos versus text-focused images and various lengths of captions.

Alternatively, if your educational content lives on your blog, knowledge base, or in another library, consider using Instagram posts to point people to those resources rather than squeezing too much information into one Instagram.

For example, HubSpot Academy’s Instagram often promotes in-depth courses that HubSpot Academy produces rather than trying to dive into the details in the caption, image, or video itself. The account keeps followers interested by sharing short clips and tips from the courses, too:

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Additionally, we’ve put together this downloadable calendar of creative content ideas if you’re not sure what type of content to try first.

Instagram Planning Apps

Who has time to come up with every post at a moment’s notice? It takes time to create compelling content, and that timing won’t always line up with your content calendar. Using planning apps to schedule Instagram content in advance makes the most efficient use of time and sparks creativity. It can also allow you and your marketing team to become more informed marketers.

1. Preview

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Preview allows users to design, edit, and analyze their Instagram business page. With Preview, you can create a calendar to schedule photos, videos, albums, and stories for your business’ Instagram page. Preview lets you plan reels and IGTVs and access a suite of editing and analytical tools, including hashtag testing, engagement rates, and interactive charts. Preview also allows your entire social media team to plan your Instagram page together without sharing your Instagram password.

Pricing: Free Plan, free for 1 user; Pro Plan, $6.67/month for 1 user; Premium Plan, $12.50/month for an unlimited number of users.

2. Later

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Later’s Instagram scheduler can be used on your desktop or mobile devices. The scheduling tool offers a calendar with drag-and-drop functionality, hashtag tools, personalized scheduling insights, analytics, a stock photo library, and many more features to help you make the most of your business’ Instagram presence.

Pricing: Starter Plan, $15/month for 1 user; Growth Plan, $40/month for 3 users with an additional $5/month for each additional user; Advanced Plan, $80/month for 6 users with an additional $5/month for each additional user. Later offers a 14-day free trial of all of its plans.

3. Sked Social

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Sked Social makes it easy to edit your photos, queue posts, create a linked landing page for your business’ bio, and quickly add hashtags and mentions to your posts using templates. Sked Social also features a robust content calendar pre-filled with holidays from around the world, so you can plan content that celebrates and commemorates the special days that matter to your audience.

With Sked Social’s Essentials and Professional plans, you can collaborate with your team to manage your business’ Instagram marketing, no matter how many team members you have.

Pricing: Fundamentals Plan, $25/month for 1 user; Essentials Plan, $75/month for an unlimited number of users; Advanced Plan, $135/month for an unlimited number of users. Sked Social offers a 7-day free trial of all of its plans.

4. Planoly

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Planoly’s Instagram post planner and Reels planner allow users to plan, design, and schedule their business’ Instagram posts and Reels.

Planoly lets users analyze post metrics and add to their content with stock photos and photos from Canva. Users can also create a linked landing page and respond to Instagram comments from within Planoly.

Planoly’s scheduling tools include a content calendar that sends users reminder emails and push notifications when it is time to post content.

Pricing: Starter Plan, $11.25/month for 1 user; Growth Plan, $19.50/month for 3 users; Professional Plan, $36.50/month for 6 users. Planoly offers a 7-day free trial of all of its plans.

The right kinds of content planners ensure that your business’ Instagram posts are well thought out and draw consumers to your product or services. The following tools provide visual support as well as ideas that can transform content from dull to engaging:

1. HopperHQ

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HopperHQ claims to be the number one Instagram tool. It goes beyond crafting posts, giving users the ability to access analytics that help determine the best time to post.

HopperHQ’s Instagram planning tools include a drag-and-drop content calendar, automated posting features, an Instagram grid planner, and a team manager that allows you to collaborate with your business’ social media team and customize each member’s posting permissions.

Pricing: $19/month. HopperHQ offers a 14-day free trial.

2. Brandwatch

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Brandwatch is a platform devoted to creating strategies to help you plan your next Instagram campaign with progressive insights. Brandwatch helps you monitor your business’ brand and benchmark it against your competitors.

With Brandwatch, you can monitor social media trends, convert your Instagram posts to ads, and create workflows that repurpose assets to help your business save time and money.

Pricing: Brandwatch offers a $108/month plan for small businesses of 1 – 2 users. Larger teams can access Brandwatch’s full suite of products by booking a demo.

3. Content Scheduler in Adobe Express

Adobe Express’ Content Scheduler, previously known as ContentCal, allows Instagram users to plan and schedule content. With features such as snippets, pinboards, and a web clipper, Adobe Express’ Content Scheduler makes planning for Instagram campaigns more organized.

Adobe Express’ Content Scheduler offers free downloadable tools and templates, including content calendars, an engagement rate calculator, and a marketing plan template that help you plan and execute your business’ Instagram strategy.

Pricing: Free plan with limited features; Premium Plan, $9.99/month with a 30-day free trial.

Tools for Making the Most of Your Instagram

To stay organized, we recommend using two types of tools — a post-scheduling tool and a tool that allows you to link to several different places from your Instagram bio.

By using a post-scheduling tool, you’ll be able to plan out as far in advance as you’d like, ensuring you have a steady stream of content ready to be posted even when other projects pop up in your day-to-day work. Posting consistently is important for follower retention and will give you more opportunities to experiment and figure out which posts get the most engagement.

Scheduling your posts allows you to visualize which types of posts you have coming out and swap posts if needed. You can see the weeks you’ve planned enough content and those during which there are still empty slots.

You can also use a spreadsheet like this one (download for free here):

Download the Calendar

Examples of post-scheduling tools include HubSpot Social Tools, Later, Buffer, and Hopper.

Expanding Bio

An Instagram bio can either entice a potential customer, make them laugh, or make them keep scrolling past a page. Unfortunately, writing an eye-catching bio with an enticing call-to-action that tells visitors everything they need to know about your business can be tough because of Instagram’s limiting structure for bios.

Since Instagram only allows you to place one hyperlink in your bio at the top of your profile, we recommend investing a few dollars per month in a tool that creates one landing page that links out to several other pages.

Then, in individual posts, you can reference clickable links available at the link in your bio, which provides a much more user-friendly experience than having your followers copy a URL manually into their browser, toggling between apps. MilkShake is a tool that allows you to create a mini-website with links and videos that users can access through a link in your business’ Instagram bio.

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Examples of post-scheduling tools include Linktree, Lnk.Bio, and Link In Profile.

Enhance Your Instagram Experience

By taking a thoughtful approach to planning your Instagram content, you can ensure that your posts deliver value to your followers, convert those followers into leads or product users, and expand the reach of your brand’s messaging to new audiences.

Using tools such as schedulers and links to help carry out your Instagram journey can improve your business’ social media presence and extend its reach. It takes time to determine what resonates with your audience, so be patient as you experiment and evaluate your strategy.

Editor’s note: This post was originally published in October 2019 and has been updated for comprehensiveness.

Work can feel like a never-ending grind when you’re not chasing a clear goal. A SMART goal template can help you clarify your motivations, set a clear direction for you and your team members, and ensure you’re able to celebrate the wins when they come along.

But what exactly is a SMART goal, and how does it differ from a regular goal?

To help you write SMART goals, we’ve created a free template with all the tools you need to get started.

What is a SMART goal?

The letters of SMART stand for:

• Specific
• Measurable
• Attainable
• Relevant
• Time-Bound

The SMART acronym is a framework that will enable you to write goals that drive greater impact. Write goals with each of these aspects in mind, and you’ll be able to quantify how far you’ve come and how far you have left to go against your goal.

When you reach the milestone you articulated in your SMART goal, you’ll be able to celebrate knowing that you achieved something tangible and impactful.

To make setting a SMART goal simple, we’ve created a free, downloadable SMART goal setting template.

I’ll walk through the template below as we discuss each aspect of a SMART goal.

I’d suggest downloading the template yourself to follow along with this blog post. However, before anything else, let’s dive into the importance of each aspect of the SMART acronym.

What does each aspect of the SMART acronym mean?

While we run through the definition of each aspect of the SMART goal framework, we’ll apply the framework to a real-world example.

Let’s start with a basic, non-SMART goal as our example — “I want to get fitter.”

1. Specific

Goal setting is often associated with striving toward our highest aspirations, and reaching those aspirations can seem daunting. Specificity helps us determine the path between where we are and where we want to be.

• Ambiguous goal: “I want to get fitter.”

There are innumerable ways to get fitter, and everyone has their own definition of fitness. For instance, do you want to lose weight? Do you want to perform more push-ups? Or do you want to cut a minute off your mile time?

When a goal isn’t specific, there is no way to tell whether your actions will help you achieve that goal or not. If your specific fitness goal is to increase the number of push-ups you can do, then following a running plan will not be very helpful in getting you to your true goal.

• Specific goal: “I want to be able to do more push-ups.”

A specific goal makes your next steps clearer or, at the very least, narrows down the next steps you are going to take.

Make your goal more specific and type it into the cell under Step 1.

2. Measurable

When a goal is measurable, you can easily track your progress. Typically, this means that a number will be attached to your goal.

• Immeasurable goal: “I want to be able to do more push-ups.”
• Measurable goal: “I want to be able to do 25 push-ups in a row.”

A numerical goal is valuable for many reasons. In addition to giving you something to strive toward, you’ll be able to celebrate a victory when you reach the final benchmark.

If you say that you just “want to do more push-ups,” does that mean that you want to complete just one more push-up per session, or that you want to double the number of push-ups you can do overall? One goal will take a lot more time and dedication than the other.

Let’s say I can do 10 push-ups in a row right now. To measure our progress against our final goal and to determine whether we’ve reached a milestone, we’ll edit our push-ups goal to read, “I want to be able to do 25 push-ups in a row.”

3. Attainable

Big aspirations are admirable, but it’s important to balance long-term goals with more achievable, short-term goals.

Setting attainable goals is all about looking at what you’ve done so far and adjusting your goals to be more realistic in relation to those benchmarks.

To consider the point in more concrete terms, think about business growth rates if your company has been selling 2% more product each month for the past 12 months:

• Unattainable goal: Sell 15% more product next month.
• Attainable goal: Sell 3% or 4% more product next month.
• Unattainable goal: 25 push-ups.
• Attainable goal: 20 push-ups.

Keep in mind that 2% growth is the status quo. Selling 4% more product would still be doubling your month-over-month growth.

Attainable goals are useful because they help you maintain momentum. It can be discouraging to miss huge targets, but consistently making small gains will encourage you to continue delivering wins.

Each month, you’ll be aiming for the familiar satisfaction of hitting your target rather than dreading another seemingly major miss.

Of course, there’s still a significant amount of work required to get to where I want to be, but I’ll be able to celebrate a huge achievement like doubling the number of push-ups I can do, and use that momentum to drive me in setting a goal of doing 25 push-ups soon after I achieve my goal of 20.

Consider what you’ve done in the past in relation to the goal you’re in the process of setting, and adjust it accordingly.

4. Relevant

Relevant goals will help you move in the direction you truly desire. You can allocate your time to an infinite amount of activities, but which activities will push you closest to your ultimate goals?

It’s a common trap to feel like we’re being productive when we’re busy, even if our action isn’t creating a meaningful impact.

In the beginning, our example goal was to “get fitter.” To ensure our goal is relevant, we need to ask ourselves if following through on this goal will help us get to where we want to be.

In the case of our push-up goal, the answer is yes.

• Irrelevant goal: “I want to be able to do 20 push-ups in a row,”
• Relevant goal: “I want to be able to do 20 push-ups in a row to improve my overall muscular fitness.”

Push-ups engage several muscle groups, including your back, arms, shoulders, and core, and consecutively doing a significant number can elevate your heart rate.

Executing this goal will improve my muscular strength and perhaps even my cardiovascular strength, which are key elements to overall fitness.

Ask yourself if the goal you’ve set will create a real impact on your overarching targets, then adapt it or identify a way to track its impact if the answer is currently no.

5. Time-bound

The final letter of the SMART acronym stands for time-bound. You should always aim to accomplish your goal within a specific time period. Adding a time frame will motivate you to take consistent steps every day toward your goal. In addition, setting a timeline or time boundaries allows you to track how much progress you’ve made toward your goal based on the amount of time that’s passed.

• Goal that isn’t time-bound: “I want to be able to do 20 push-ups in a row to improve my overall muscular fitness.”
• Time-bound goal: “I want to be able to do 20 consecutive push-ups two months from now to improve my overall muscular fitness.”

If I aim to increase the number of push-ups I can do from 10 to 20 in two months, I can set a midpoint milestone of adding five more push-ups in the first month. However, if a month passes and I’ve only increased the number by three, I’ll know I need to ramp up my efforts, re-evaluate my strategy, or perhaps adjust the time frame I initially chose.

A time frame can help you chart your progress. Now, I have a goal that clarifies the path to where I want to be.

In the final tab of the SMART goals template, you’ll be able to document the roadblocks to achieving your goal that you anticipate and make an action plan for overcoming those roadblocks to set yourself off on the right foot.

Download the Template

Before I made my goal SMART, it would’ve been easy for me to make excuses. It wasn’t clear how I’d measure my progress or keep myself on track toward my goal.

Still need some help creating your SMART goals? You have a variety of worksheets at your disposal to help you establish SMART objectives. We’ve listed our favorite ones below.

1. Hubspot’s SMART Goal Template

HubSpots’ SMART goal template will help you design effective marketing goals with measurable, time-bound results. It’s particularly useful if your key objectives are related to increasing traffic and conversions across your online properties.

We’ll teach you how to fill it out below, but remember: You can adjust it and customize it as you see fit. If you work for a customer service organization, for instance, you could change “Monthly visits” to “Incoming customer service calls,” then aim to increase first call resolution rate.

Because it lives on a Google Sheets file, HubSpot’s worksheet is ideal for collaborative SMART goal setting. Everyone in your team can access, comment, and edit the file with a Google Workspace account.

Step 1: Define your SMART goal.

Start by defining your SMART goal using the Define your SMART goal sheet.

• Write your goal next to the example goal in Your Initial Goal section.
• Make your goal specific by defining exactly what you want to accomplish. Write the specific goal next to the example goal in the Make it specific section.
• After specifying your goal, make it measurable by including quantifiable KPIs that you would like to reach. Write your new specific, measurable goal next to the example in the Make it measurable section.
• After making your goal measurable, make it attainable by setting realistic expectations. Write your new specific, measurable, attainable goal next to the example in the Make it attainable section.
• After making your goal attainable, make it relevant by asking yourself why you are setting the goal. Determine the impact that achieving the goal will have on your business. Write your specific, measurable, attainable, relevant goal next to the example in the Make it relevant section.
• Lastly, make your goal SMART by making it time-bound. Set a timeline that will keep you on track to achieve the goal.

Step 2: Calculate your SMART goal.

After defining your SMART goal, you can calculate recommended target metrics for site visits, leads, and customers using the Calculate your SMART goal sheet.

Visits

• Enter your current number of monthly site visits in the cell to the right of Current.
• Enter your month-over-month % increase goal in the cell to the right of Month-over-month % increase goal.
• Enter the number of months you have to achieve your goal in the cell to the right of How many months out is your goal?
• The template will calculate a recommended monthly traffic goal.

Leads

• In the cell to the right of Current in the Average number of monthly website visits column, enter your current number of monthly site visits.
• In the cell to the right of By what % would you like to increase your visitor-to-lead conversion rate each month?, enter your desired % increase of your monthly visitor-to-lead conversion rate.
• Enter the number of months you have to achieve your goal in the cell to the right of How many months out is your goal?
• In the cell in the Visitor-to-lead conversion rate column and Current row, enter your current visitor-to-lead CVR.
• The template will estimate the number of leads your website generates a month. The template will also calculate a recommended visitor-to-lead CVR goal and monthly lead goal.

Customers

• In the cell to the right of Current in the Average number of monthly website visits column, enter your current number of monthly leads.
• In the cell to the right of By what % would you like to increase your lead-to-customer conversion rate each month?, enter your desired % increase of your monthly lead-to-customer conversion rate.
• Enter the number of months you have to achieve your goal in the cell to the right of How many months out is your goal?
• In the cell in the Lead-to-customer conversion rate column and Current row, enter your current lead-to-customer CVR.
• The template will estimate the number of customers your website generates a month. The template will also calculate a recommended lead-to-customer CVR goal and monthly new customer goal.

Step 3: Evaluate your SMART goal.

After calculating the recommended target metrics for your SMART goal, you can evaluate your goal using the questions on the Evaluate your SMART goal sheet. This sheet will prompt you to think critically about your goal, identify challenges that may make it difficult to achieve the goal, and brainstorm steps that you can take to remove the challenges and achieve your goal.

• Write your SMART goal in the cell next to What is your SMART marketing goal? If you have defined a SMART goal using the first sheet, the goal will populate this cell.
• In the cell below your SMART goal, answer the question, “Do you feel that this goal is realistically attainable in the time frame you’ve set?”
• In the next cell, enter the number of hours you can dedicate to inbound marketing.
• In the next cell, enter the biggest marketing challenge preventing you from achieving the goal.
• In the last cell, enter 3 steps you can take to reduce or remove the challenge and succeed in reaching your goal.

2. Organized 31’s SMART Goals Template

This simple SMART goal worksheet by Organized 31 is a great fit for you if you’d like to create your SMART goals as quickly as possible. It provides five boxes to fill out, each one dedicated to a letter of the SMART acronym. A big plus? It can be used both at work and at home.

Here’s how to fill it out:

Specific

In this section, clearly define your goal. Determine what you will accomplish, the resources you have available, why the goal is important, who will do the work to accomplish the goal, and where the goal will be accomplished.

Sample scenario: Instead of setting a goal to get rich, set a specific goal of having enough money to buy a house.

Measurable

In this section, determine how you will measure your progress toward the goal. Use questions such as “How much?” and “How long?” to make your goal measurable.

Sample scenario: Instead of setting a goal to gain more social media followers, set a measurable goal of gaining 1,000 new followers.

Achievable

In this section, determine how you will achieve the goal. Determine the resources you will need and the amount of time you can allot to achieve the goal. Also, consider whether you have the necessary skills to achieve the goal.

Sample scenario: Instead of setting a goal of gaining 10,000 followers in the first six months, a social media team may set a more achievable goal of gaining 500 followers by the end of the year.

Relevant

In this section, determine if your goal is meaningful and relevant to your other goals. Determine if the goal supports your mission and if it’s the right time to pursue the goal.

Sample scenario: Instead of an online retailer setting a goal of increasing foot traffic, they may set a more relevant goal of increasing their leads by 15% in the first quarter.

Time-Bound

In this section, determine the deadline for your goal. In addition, consider what you can do in the coming days, weeks, or months to progress toward your goal.

For instance, rather than simply writing a novel, set a more time-bound goal of writing a 100,000-word novel in a year by writing 300 words a day.

3. IntelliHR’s Goal-Setting Template

IntelliHR’s goal setting worksheet is ideal for managers who want to establish SMART goals with or for their teams. It’s an online fillable PDF file, making it easy to distribute among your team members.

Here’s how to fill out each section:

What is your goal?

The first step to completing IntelliHR’s goal-setting template is to define your team’s goal. For instance, your team’s goal may be to bring more traffic to your website. At this stage, your goal doesn’t have to be too focused. Write your goal in the What is your goal? box.

Specific

After determining your goal, make it specific — detail exactly what your team has to do for the goal to be met. For instance, your team’s specific goal may be to increase website traffic by 10% in the next year.

Measurable

After making your goal specific, make it measurable. List the actions you will take to meet your goal. For instance, your team’s measurable goal may be to increase website traffic by 10% by posting ads and sponsored content on social media that will lead more of your target audience to visit your site and improve your CTR.

Achievable

After making your goal measurable, make it achievable. List the resources you will need to meet your goal. For example, to increase website traffic by 10% by posting ads and sponsored content on social media, your team will need to launch advertising campaigns and reach out to celebrities who may be interested in endorsing your brand and participating in sponsored content.

Relevant

After making your goal achievable, make it relevant. Consider how your goal contributes to your business’ overall goals. For instance, increasing website traffic by 10% by posting ads and sponsored content may be beneficial for businesses with a strong social media presence, but for businesses with little or no social media presence, the goal of increasing website traffic may not align with their other goals.

Timely

After making your goal relevant, the last step is to make it timely. Consider the amount of time you can allot to this goal every week. This template also factors in your workload, as a busy schedule may limit the amount of time you have to complete your goal.

4. Hirebook’s SMART Goals Template

This SMART goal worksheet from Hirebook lives on a Google Docs file, making it an excellent choice if you want your team to collaborate on one documents. It also offers the simplicity of Organized 31’s template with a more workplace-friendly color palette.

Here’s how to fill it out:

Goal

The first step to completing Hirebook’s SMART Goals Template is identifying your goal. The template gives you a few examples, such as “Buying a house,” to help you brainstorm ideas for goals. Write your goal here.

Specific

The next step is to make your goal specific. The template includes a few questions, such as, “What do you want to accomplish?” and “Who needs to participate in this with you?” to help you narrow the focus of your goal as much as possible. Write a more specific version of your goal here.

Measurable

After making your goal specific, make it measurable. Determine how you will quantify the goal. How much do you need to increase or decrease a metric to reach your goal? How will you know that the goal has been met? Write the answers to these questions here.

Achievable

After making your goal measurable, make it achievable. How do you know that you can fulfill the goal? What past experiences have you had that make you capable of achieving the goal? Do you have access to the resources you need to accomplish the goal? Is this goal realistic when you consider time and financial limitations? Write the answers to these questions here.

Relevant

After making your goal achievable, make it relevant. Define how the goal is relevant to you, your business, and your long-term needs. Is this the right time to focus on this goal? Write about the relevance of the goal here.

Time-Bound

After making your goal relevant, the last step is making it time-bound. To keep yourself and your team accountable, you need to set a deadline for accomplishing this goal. When should this goal be completed? What can you do today to work towards completing your goal? What can you do in the next 6 weeks? The next 6 months? Establish a timeline and write it here.

5. SpriggHR’s SMART Goals Worksheet

SpriggHR’s goal setting worksheet is available in three file types: A fillable online PDF file, an Excel spreadsheet, and a Word document. Because it offers three flexible options, it’s a great choice if you don’t want to use a Google Doc document or force your team to use a certain file type. You and your team members can choose what works best on an individual basis.

Here’s how to fill it out:

Simple Goal

The first step to completing SpriggHR’s SMART Goals Worksheet is coming up with a simple goal. This goal will be the basis of your SMART goal.

Specific

After creating a simple goal, the next step is making it specific. What exactly do you want to accomplish, and why? Who should be involved in this process? Where will the process take place? Write the answers to these questions here.

Measurable

After making your goal specific, the next step is making it measurable. How will you measure your goal’s progress? How will you know when you’ve successfully attained your goal? Write the answers to these questions here.

Attainable

After making your goal measurable, the next step is making it attainable. Is the goal attainable with your current skills and resources? If not, can you obtain new skills and resources to help you attain the goal? Write the answers to these questions here.

Relevant

After making your goal attainable, the next step is making it relevant. Is this goal a priority? How does it align with your team’s overall objectives? Write the answers to these questions here.

Timely

After making your goal relevant, the next step is making it timely. What is the deadline to achieve this goal?

SMART GOAL

The last step of this worksheet is taking your answers from the previous sections and rewriting them in a sentence or two to turn your simple goal into a SMART goal.

Start practicing smarter goal setting. Download a SMART goal template today.

Whether your goals are personal or professional, working toward them will never feel like a grind when you set SMART goals. Make sure every goal you set is specific, measurable, attainable, relevant, and time-bound by downloading one of these SMART goal templates today.

Editor’s note: This post was originally published in September 2019 and has been updated for comprehension.

If you’re just getting started with search engine optimization (SEO), then a step-by-step SEO tutorial is in order. By this point, you’ve likely heard of a few basic terms, such as keyword research and on-page optimization. But how do you apply all the knowledge you’ve gathered thus far?

We’ll walk you through it step-by-step. No matter how new you are to SEO, anyone can get started with the below SEO tips and get their website to rank in no time. Well — some time. Maybe a year or more. SEO, you should know, is a long game.

By the end of this tutorial, you’ll be able to walk away with a list of actionable steps to get your SEO strategy off the ground.

1. Find keywords.

Keyword research is as simple as picking a list of words and phrases relevant to your business. Think about which words are most likely to get people to do what you want them to do (visit your website and submit a form) and focus on those words.

You can use a dedicated keyword research tool, but as a beginner, it’s wise to choose your keywords intuitively at first. For instance, if you sell roasted coffee, you might opt for “roasted coffee,” “Colombian coffee,” and “local coffee roaster.”

List these keywords out in a spreadsheet or document for you to keep track of. Then, pick one word or phrase to use on one page of your site. In other words, you don’t want to target different keywords on one page. You want to target one keyword, as well as any keywords it’s semantically related to.

For instance, you might write a page for “local coffee roaster.” In this page, you can target semantically related terms such as “local coffee,” “coffee roaster near me,” “coffee roaster [city name],” and “locally roasted coffee.”

Here’s an example of what that looks like:

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You can see a few keyword variants: “CRM software,” ”CRM solution,” and “free CRM.”

2. Put keywords in the page title.

Once you’ve chosen a keyword, it’s time to put it into action. First up, you want to put in your web page’s title.

The page title is one of the most important things that Google and other search engines evaluate to determine what is on a web page. It’s what appears on top of your web page’s result in the search engine results pages (SERPs). Notice how the following brand put its keyword, “Atlanta Coffee Roaster,” on its page title:

Don’t forget to keep it short. We recommend 65 characters or fewer to ensure that search engines don’t trim your title, like in this search result:

Keep in mind that your brand name is part of the character count of your website’s title.

3. Put keywords in the page URL.

Google and other search engines also use the text of the URL of the page to determine the content of the web page. You should use your keyword or phrase specifically in the slug.

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Don’t overdo it, though. If you sell coffee, for instance, don’t create a slug as follows:

mycoffeecompany.com/coffee-atlanta-near-me-fulton-county-greater-atlanta-area-coffee

Keep it short, descriptive, and simple. One effective example would be:

mycoffeecompany.com/atlanta-coffee-roaster

If you’re using WordPress, here’s how to change your web pages’ slugs in the backend.

4. Put keywords in your meta description.

Your page’s meta description can further tell search engines and users what your page is about.

While metadata is not nearly as important as it used to be, it still counts. Take advantage by putting your keyword or phrase there. The description should be readable by a person and make sense, and the keyword metadata should focus on your keyword or phrase. Don’t make it long — less is often more.

5. Put keywords in your H1 text.

The H1 text is usually the title of an article or some larger bold text at the top of your page. Google and other search engines can see this, and they put extra importance on the words in the H1 text. Make sure your keyword or phrase is there.

Here’s an example from a local coffee roaster company:

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6. Use keywords in the page’s content.

Using your target keywords in your content is an essential part of your on-page SEO strategy.

Why? Because doing that signals to search engines that the page is actually about the keyword and should show up in search results. I have heard from “experts” that you should use your keyword anywhere from 4-6 times to 10-12 times. My advice is to just write naturally, but to carefully avoid black-hat practices such as keyword stuffing.

In other words, don’t write something like this:

“We are Atlanta Coffee Roasters, the best coffee roasting company in Atlanta, GA, where you can find Atlanta locally roasted coffee roasted by hand in our coffee shop serving the greater Atlanta area.”

That’s simply unreadable. Compare that with the content from the local coffee roaster company:

“At Peach Coffee Roasters, we’re passionate about single-origin coffees and carefully crafted blends. We have three licensed Coffee Q-Graders who select the best coffees from around the world and roast them to perfection. This obsession with quality extends to every step of the process, from green coffee sourcing to small-batch roasting and using only the best brewing methods every time. “

7. Build links to your website.

Once you signal relevancy to search engines via your keywords, it’s time for the hard work to start: building inbound links to your website from authoritative sites in your industry or niche.

This is arguably one of the most important SEO steps you have to take. The number and quality of links pointing to your website are quite important to Google and other search engines to evaluate your rank on different terms. If people are linking to you, then that means that your site offers authoritative, trustworthy information on a certain topic.

For instance, check out the backlink HubSpot received in this Digital Trends article (anchor text: “Accruing inbound links”):

You should also externally link to websites related to your industry, which further demonstrates your relevance for that keyword.

8. Monitor your rank.

Last but not least, it’s time to check on the results from your efforts. Give the search engines some time to do their thing (from a couple of weeks to a few months), and then keep checking your rank to see what happened and track your progress.

If you’re just getting started with SEO, you can check this rank manually by searching for your target keyword in Google. We also recommend using Google Search Console to see your rankings for free. Since GSC can be limited in some respects, you can upgrade to an official SEO monitoring tool to track the most relevant keywords and consistently come up with strategies to improve your performance.

On that same vein, you should monitor your Google PageRank. Google uses your Page Rank as a measure of how “important” your website is on the web. Having a higher Page Rank means you have a better shot at being one of the top results for search terms.

Use a free tool such as Check Page Rank to get an estimate.

During the monitoring process, you should also grade your website. Use a free tool such as Website Grader to evaluate the SEO effectiveness of your site.

This SEO Step-by-Step Tutorial is Just the Beginning

Don’t let your learning to stop here. With the above steps, you can get started creating an effective search engine optimization strategy, but keep in mind that SEO has countless moving parts that warrant care, attention, and tenacity. That’s why some companies have entire teams dedicated to their SEO efforts.

The good news is that you don’t have to guess about your next steps. Use our starter pack to ramp up your SEO plans and boost the likelihood of your website ranking on the first page of the SERPs.

Editor’s note: This post was originally published in May 2007 and has been updated for comprehensiveness.

As a leader, you have expectations for your team. You want to see a specific level of performance and efficiency, and using a management by objectives (MBO) approach can help you manage your team effectively.

When organizational goals are not communicated to employees, they can’t meet expectations. This leads to micromanaging and instills the belief in your employees that you don’t trust them or their ability to achieve results. Over time, this breeds resentment, erodes job satisfaction, and increases the rate of turnover as employees go off in search of greener pastures.

If you’ve seen this situation occur multiple times throughout your organization, it’s time to look at your leadership style. Do you provide your employees with the knowledge they need, and clearly communicate what you want to see? Are you providing opportunities to help them strengthen their skills? If not, shift your mindset and company culture to management by objectives and watch your employees step up to the challenge.

To help you better navigate to the information you need, we’ve links to different parts of this story:

What is MBO?

What is the purpose of MBO?

MBO Examples

MBO Advantages and Disadvantages

How to Incorporate MBO Into Your Organization

What is MBO?

The term “management by objectives” refers to creating tangible goals for an employee to accomplish for the betterment of the organization.

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What is the purpose of MBO?

MBO ensures that employees receive clear communication regarding their roles and responsibilities, and they understand the role they play in the overall health of the organization. It not only helps them get clear on what’s expected of them, but also gives them a sense of purpose as they take ownership of how they impact the rest of the organization and help meet its mission.

In businesses that operate in silos where from one department to another, people don’t know what anyone else is working on, have a lower chance of succeeding. Employees can easily become disheartened when they can’t see the larger picture. Management by objectives aims to break down these walls for great transparency across organizations.

 

MBO Examples

If this sounds like something you’d like to try, you may be wondering what are some examples of objectives that you could set.

While specific objectives may differ depending on your industry, product, and specific company, there are some blanket objectives that you can begin with. While any department can use MBO, we’ll take a look at three specific instances.

Sales MBO Examples

• Decrease the sales cycle from four to two months
• Increase the average sales to $10,000
• Bring in 15 new customers during a specific time period

Marketing MBO Examples

• Increase social media likes by 40%
• Increase time spent on the website by five minutes
• Generate 500 new leads per month
• Get five media placements

Customer Service BMO Examples

• Decrease call time to under five minutes
• Increase customer satisfaction by 30%
• Reduce manager call intervention by 10%

Human Resources MBO Examples

• Improve retention rate by 15%
• Implement a leadership training program for remarkable employees
• Increase employee satisfaction by 30%

 

 

MBO Advantages and Disadvantages

Just like any management style, there are pros and cons to management by objectives. Let’s take a closer look:

Advantages

• Employees can understand and appreciate their individual impact on the company as a whole.
• Expectations are clearly communicated and based on Key Result Areas (KRAs) tailored to each employee.
• Employees understand what success looks like and what they have to accomplish to reach it.
• Teamwork improves and finger-pointing decreases.
• Employees know their responsibilities and tasks are less likely to fall through the cracks.

Disadvantages

• It’s possible for managers to rely too much on MBO and a management style. While it can revolutionize your organization, it has its limitations and is not always appropriate.
• With goals and objectives overemphasized, non-measurable aspects of the work environment (like teamwork, positive customer interactions, etc.) may become less practiced and valued.
• With a constant focus on numbers and metrics, employees may feel anxious about their performance which could make things worse.

As you can see, management by objectives can help your organization move in the right direction. However, it is not a cure-all for every challenge your organization may face. Let’s take a closer look at how to utilize this leadership style for optimum effectiveness.

How To Incorporate MBO Into Your Organization

It helps to strategize MBO before diving in, so let’s review how to implement MBO in your own company.

MBO Steps

Define Your Goals

What do you want the company to achieve and during what time period? These goals should be shared with everyone in your organization.

Create and Communicate Employee Goals

How do your employee’s responsibilities play into the goals of the organization? This will allow you to create specific goals and objectives for them to meet.

Monitor Their Performance and Progress

Review your employees’ performance regularly. Are they hitting whatever numbers you’ve assigned them? Are they steadily working towards a larger goal?

Assess Their Performance

Without regular performance reviews, your employees can’t gauge how they are performing and if changes need to be made.

Provide Feedback

If employees are doing well, let them know. You can do this privately or publicly to inspire others. If they are not meeting your expectations, provide this feedback privately so as not to demean them in front of their colleagues. You will also need to give them steps to take to improve their performance.

If they’re not reaching their goals, this may be because those goals have not been properly communicated, or because they don’t have the right tools to do what’s expected. Have a conversation to assess if either of these factors is at play, and then do whatever is necessary to remedy the situation.

When you follow these steps, you can implement a successful culture of management by objectives and see an improvement in your team’s performance. This works for a sales environment, as well as customer service, or any other department in an organization.

When it’s time to inspire your team and breathe new life into your organization, consider incorporating management by objectives into your company culture. You may be surprised how well your employees take to this new system. Once they understand your expectations, they’re in a better position to meet or exceed them.

Nowadays, email marketing is an integral component of any marketing strategy. In fact, 59% of marketers say email is their biggest source of ROI.

When it comes to email marketing, the autoresponder sequence is a commonly used but often under-appreciated part of the process.

Autoresponders are a way to dip your toes into email automation. They’re typically the simplest form of marketing automation to execute when setting up your campaigns — but, when done well, they can be incredibly powerful for bringing in additional customers and revenue.

Here, we’ll cover what autoresponders are, and which autoresponder software solutions you might consider implementing for your own business.

You can choose the number of messages that appear in an autoresponder sequence, and you can choose when they’re delivered. For instance, some autoresponder sequences only have one follow-up message, which is sometimes just a “Thank you” message for subscribing to the email list:

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In other cases, the autoresponder can be quite robust, and deliver a series of on-boarding emails that escalate in persuasion, sometimes culminating in a sales pitch. This is typical in digital industries, where your email list is the primary sales channel to launch your products.

For example, Ramit Sethi starts his autoresponder sequence with a friendly and informational email message:

Over the course of several emails, the reader will eventually receive a sales pitch (or a few email sales pitches). This allows the reader to warm up to your brand, and your content. By the time you’re offering your product or service, you should’ve already provided a ton of informational value, like this:

Sometimes, an autoresponder can act as the actual lead magnet used to get someone to sign up for your list. A good example of this is gated email courses.

CXL, for instance, uses a gated “enterprise conversion optimization” email course to get people to sign up for their list. The deliverable is just a time-based sequence of email lessons — in other words, an autoresponder.

While the execution can be quite different depending on your business, your industry, and your goals, all autoresponders allow you to automate email sequences based on timing and email sign-up form.

Next, let’s dive into some of the best solutions on the market.

1. HubSpot

HubSpot offers one of the most powerful autoresponder capabilities on the market. Particularly if you’re using other tools in HubSpot’s Marketing Hub, such as our form builder and popup forms, you can easily set up auto-response emails upon form submission.

At a high level, there are two ways to send an email response to contacts who submit a form on your page:

• Set up a follow-up email in the form options on your HubSpot page
• Send an automated email through a workflow (Marketing Hub Professional and Enterprise only)

For the former option, it’s quite a simple setup. You simply set up a follow-up email to be delivered upon form submission (full instructions here).

However, through HubSpot’s workflows you can get quite robust with your targeting and follow-up email assignment. For instance, you can break things down by contact property data you’ve collected, like company size or which service the subscriber is interested in. This allows you to tailor your follow-up emails to ensure they’re more helpful and personalized for the user.

In addition, you can set a sequence of several autoresponder emails, and can also include behaviorally triggered messages — the options are pretty much endless.

If you’re just using HubSpot’s form builder, you can still easily integrate with another autoresponder solution in this list to get a simple setup working.

2. GetResponse

GetResponse is a full-suite marketing platform that offers tools including landing pages, webinars, and forms, but their most powerful tool is likely their email automation functionality.

Like others in this list, GetResponse can trigger emails based on multiple criteria, such as behavioral triggers, contact property triggers, and time-based triggers (i.e. autoresponders).

Their autoresponder feature is actually quite flexible. You can build email follow-up sequences with the following features:

• Unlimited messages per day
• Advanced timing control
• Simple cycle management
• Day-of-the-week selection
• Drag-and-drop message management
• Quick message edits

Sometimes I’ve found the usability of GetResponse to feel complicated when trying to do advanced automation, but building time-based autoresponders is incredibly simple to accomplish.

It depends on your list size and requisite features, but GetResponse pricing starts around $10 per month (which includes basic autoresponders, and a list size of 1,000).

3. Moosend

Moosend is an email marketing and marketing automation platform, ideal for eCommerce businesses, agencies, publishers, and more. The software offers a variety of lead generation tools like subscription forms and landing pages to expand your mailing lists. 

Through Moosend’s autoresponder feature, you can create and run a welcome series to greet new subscribers and offer exclusive deals. You can also target cart abandoners with abandoned cart sequences to restore your lost revenue.

Moosend’s advanced features include:

• Powerful segmentation and personalization
• Scalable automation workflows
• Easy-to-use campaign editor
• Weather-based condition filters
• Action triggered messages

This email platform also has powerful reporting and analytics tools, advanced marketing automation tools, and a variety of automation recipes to help you scale your business.

Moosend offers a free plan that includes autoresponder and automation features. Paid plans start at $9 per month for 500 subscribers and gives you access to the landing page builder and more.

4. Aweber

Aweber built one of the first well-known autoresponder softwares, and it’s still widely used and loved.

Aweber is a bit more expensive to start out ($19 per month for up to 500 subscribers), but the tool gives you all the critical features you need to implement an impressive autoresponder email system. This includes segmenting, analytics, sign-up forms, templates, and even stock photos.

If you want a straightforward solution for a relatively small email list (anything over 25,000 emails gets quite a bit pricier), Aweber is a good solution.

5. Klaviyo

Klaviyo is well-known and loved in the e-commerce world, and they have some of the coolest email automation features, particularly for behaviorally triggered emails.

With Klaviyo, you can trigger an autoresponder email sequence for basically any event you can measure (as long as you have the contact’s email address). This opens up all kinds of possibilities, such as abandoned cart emails, thank you emails after a purchase, customer satisfaction surveys after a time window after a purchase, and cross-sell emails given a certain item purchased.

It’s important to note, Klaviyo is built for e-commerce, so it’s relatively stock built for things such as abandoned cart emails. If you’re in e-commerce this is a plus, but in other industries, the feature set can be a bit complicated for what you want to accomplish.

Of course, if you just want to build a simple four-email sequence after an email list sign up, it’s easy enough to do.

Klaviyo offers a free tier (up to 250 email addresses). Once you hit that threshold, it starts at $25 per month and goes up quickly from there (for instance, it’s around $1000/month for 78,000 contacts).

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6. Mailchimp

Mailchimp is one of the world’s most popular email marketing tools, and they have a great (albeit simple) autoresponder functionality.

I like two things about Mailchimp:

1. It’s simple to use.
2. It’s free to start.

For those two reasons, the barrier to entry is incredibly low. So, for businesses with fewer than one thousand email addresses, it’s a good solution.

However, I’ve found that, as you scale and your automation becomes more complicated, Mailchimp becomes a bit too difficult to manage. It’s hard to know which email is going to whom, and when.

Again, you can begin for free, but after that the cost starts at $20 per month.

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7. ConvertKit

ConvertKit is an email marketing platform built for creators (i.e. bloggers, podcasters, designers, etc.). It’s incredibly useful for marketers who focus on inbound marketing.

ConvertKit platform’s is simple and easy to use, although it does include other features to help build your inbound marketing program — including forms, analytics, and their newer automation feature set.

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Pricing starts at $29 per month and that tier goes up to 1,000 email subscribers.

8. Autopilot

Autopilot is an email marketing, messaging, and automation platform that has billed itself as the easiest marketing automation platform to use. They have a visual editor that is quite clear and easy to understand (even without being a master automation nerd).

Of course, their platform allows for quite sophisticated messaging and targeting, although you can surely create a simple autoresponder based on a time-sequence as well.

Pricing starts at one dollar per month for up to 500 contacts, and then begins at $25 per month for more than 500 contacts. They include a 30-day free trial, as well.

9. Constant Contact

Constant Contact is a simple, easy to use, and popular email marketing tool. It includes basic features, such as templates, list building tools, a drag-and-drop editor, and autoresponder sequences.

It’s been a few years since I’ve used Constant Contact, but it’s the platform on which I initially learned email marketing. I enjoyed it somewhat, but found it to be frustrating when trying to edit templates, and also for any advanced email targeting. Although it may have changed, I think Constant Contact is best for relatively simple cases.

Their most basic package starts at $20 per month, which goes up to 500 contacts.

10. Omnisend

Omnisend is a popular tool in the e-commerce industry, with thousands of 5-star reviews across the Shopify App store, G2Crowd, and Capterra. They have advanced autoresponder features, allowing you to create interesting marketing automation workflows that include several channels: email, SMS, web push notifications, Facebook Messenger, WhatsApp, Viber, and more.

This allows you not only to set up an autoresponders via email, but via any channel your customer has consented to using with your brand.

Omnisend, like Klaviyo, is geared towards e-commerce. However, if you’re not in the e-commerce industry, many of their e-commerce-friendly features might be lost on you. Regardless, Omnisend is a powerful autoresponder platform that’s definitely worth checking out.

They offer a free plan that has basic email functions and is limited to 15,000 emails per month. Their Standard plan starts at $16 per month and includes automation features.

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The 8 Best Free Autoresponder Software Tools

Some of the tools listed above have free or incredibly cheap plans, such as Klaviyo and Autopilot ($1 per month). However, if you’re looking for a full list of the best free autoresponders that offer incredible value, we’d recommend the following six.

Ultimately, choosing the best autoresponder is difficult. It’s not as straightforward as asking, “How much does this cost?” or “What features does this tool have?”

Instead, it’s also about asking, “Which autoresponder software is best for my particular business?”

This question leads you to reflect on what your current tech setup is (which CRM you use, for instance), and how you plan on growing and using marketing automation in the months and years to come.

For what it’s worth, HubSpot has an affordable introductory plan and we’ve structured our email automation plans to help you grow. So you can expect powerful and simple-to-use features at the startup level, and then as you grow, our autoresponders will still support you, even at the enterprise level.

Want to start podcasting, but feel intimidated by the podcast equipment you’ll need? Don’t be! Professional-sounding podcast equipment is more accessible than ever. 

With 26% of adults listening to podcasts weekly, the production quality of your show is important. In order to build a successful podcast, you need the right tools and services at your disposal.

Let’s review the top podcast tools and services to make your production more efficient and professional.

Below, we’ll break down the tools and services into four categories: podcast recording equipment, podcast recording software, podcast editing software, and podcast hosting sites.

Podcast Equipment

To take your podcast show from good to great this year, you need to have the right equipment.

1. USB or XLR Microphone

The first thing you need to record your podcast is a microphone. The two most popular options are USB microphones and XLR microphones. 

USB microphones can connect directly to your computer via a USB cable. They are easy to use and require minimal setup. 

If you’re looking to have a bit more control over your audio, you can opt for an XLR microphone and cable for higher sound quality. A popular podcasting microphone that allows for both USB and XLR connection is the Audiotechnica ATR2100 microphone.

The RODE PodMic is a cost-effective XLR microphone that gives studio-quality sound.

2. Audio Interface

For those who opt to use an XLR connection, you’ll need an audio mixer to connect your microphone to your computer. Not only does a mixer or audio interface connect directly to your computer, but it also gives you more flexibility in terms of volume control and editing.

A simple audio mixer is the Focusrite Scarlette 2i2 which connects XLR microphones to your computer via a USB-C cable. This mixer offers simple volume control for up to two microphones.

For more studio controls, you can opt for the RODECaster which can connect up to four microphones, has eight programmable settings, and has Bluetooth capability so you can interview guests via telephone. 

3. Windscreen or Pop Filter

Once you select your microphone, make sure you get a corresponding windscreen or pop filter to minimize popping sounds and record higher-quality audio that needs less editing to sound great.

4. Studio-Quality Headphones

Headphones are a must for podcasters, especially those who record interviews remotely. Wearing headphones while recording allows you to hear how the recorded audio will sound in real-time so you can make adjustments as needed to have the highest quality recording.

If you record virtual interviews on your computer, you’ll want to make sure both you and your guests use headphones to avoid having the mic pick up any sound that may come from your computer’s speaker causing an unpleasant echo.

5. Adjustable Microphone Arm Stand

Once you have a microphone, headphones, and audio interface, you’ll want to consider getting a microphone arm stand. A microphone stand will make it easier for you to record your podcast, so you aren’t chained to your desk or have to sit in an awkward position.

Most microphones will come with an adapter that’ll connect with any microphone arm stand. Before you buy a new stand, make sure you have that adapter.

Podcast Recording Software

Now that you have all the equipment to make your podcast the best it can be, you’ll need to make sure you’re using the right recording software.

6. Skype

Price: Free

With Skype, you can record video and audio right in the program. When you’re on a call, you can click the three dots on the bottom right and then hit “Start Recording.”

Skype is a great option for podcasters because it’s free and easy to use. There are also other options, if you want better audio quality. For instance, you can download recording software on your computer or buy an external digital recorder.

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7. Zoom

Price: Free+

Zoom is another excellent free option (for calls up to 40 minutes long). You can easily record right in the program, by clicking the “Record” button and choosing where you’d like to save your audio file.

Skype and Zoom are fairly similar options, however, the recording files differ. Skype will give you a mono file, which means both your and your interviewee’s side of the conversation is on one audio track. However, Zoom splits both sides of the call, giving you two separate audio tracks. This is helpful when it comes to cutting and editing in post-production.

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8. Ringr

Price: $8/month+

Ringr is a long-distance podcasting and broadcast interview recording program. Although this option isn’t free, it has excellent sound quality. If you’re focused on bringing higher-quality sound to your interviews, Ringr is a good choice.

Additionally, they have three different plans you can choose from. With the basic plan, you’ll get a mono audio file, and unlimited calls and storage. If you decide to go with the premium or enterprise plan, you’ll get a split-track audio file, plus better sound quality and the option to use conference calling.

9. Squadcast

Price: $5/hour or $20/month+

Squadcast is an easy-to-use podcast recording software. Once you sign up, all you have to do is set up a meeting, click “Record,” and you’re set.

One unique element of this software is that you can pay by the hour, if you don’t think you need a monthly plan. Even with the hourly plan, you can host up to three guests and will receive a high-quality WAV or MP3 file.

Additionally, Squadcast plans to add video recording and transcription, which will help with your show notes and posting your podcast to YouTube.

One of the top reasons to use a podcast recording software like Squadcast, as opposed to Skype or Zoom, is that you’ll have a library of all your recordings in one place, online, where you can access them at any time, any place.

10. Riverside

Price: Free+

If you’re looking for multimedia recording, Riverside could be a good fit for you.

This tool offers local recording of audio and video with up to 4K video quality. One of the most notable features is “Clips” which creates AI-generated video and audio clips of your recording that can be easily customized and shared on social media. 

Additional features include transcriptions, sharable links for guests, producer mode and controls, live streaming, one-click scheduling, and screen share recording.

11. Pro Tools

Price: $30/year+

If you’re ready to move beyond the beginner recording software above, Pro Tools is an excellent option.

Pro Tools is an advanced recording and editing software. You can record, edit, and mix numerous audio tracks. However, this is for the more advanced audio recorders/editors. The user interface (UI) isn’t as intuitive for beginners and may seem overwhelming at first.

Although, because it’s advanced, it also offers much more robust features. For example, since Pro Tools is known in the music industry, it has virtual instrumentation available, which can be helpful in creating the music to put in your podcast. Additionally, it offers plugins, collaboration, and hands-on audio mixing.

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12. Reaper

Price: $60 one time payment+

Reaper is another advanced recording, editing, and mixing software. This type of program provides higher-quality recordings and more capabilities when it comes to editing and mixing.

The UI isn’t as intuitive as programs like Zoom or Squadcast, but it offers higher-quality sound. With your audio interface and microphone attached, you can record directly into the program, with as many audio tracks as you’d like.

The recording feature is more robust, offering simultaneous recording inputs, a dozen audio formats, and recording tracks.

Additionally, it also has strong editing capabilities as well.

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13. Logic Pro

Price: $200 one time payment+

Logic Pro is the advanced version of Garage Band for Mac users. It’s a higher-quality recording program offering an easy-to-use UI.

Recording is as simple as setting up your microphone and USB audio interface and pressing record.

Logic Pro offers up to 1,000 audio tracks, software instrument tracks, and hundreds of plugins to complete any project.

Additionally, it has advanced editing capabilities.

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14. Whereby

Price: $10/month+

Whereby is another option for recording remote interviews. It’s excellent for beginners and is easy to use.

Although there is a free plan, recording is only available in the Pro or Business plan. Recording is as easy as hitting the “Record” button, once you’re on a call. This will record both video and audio, so it’s easy to post to YouTube if you want.

While this is an easy option, it isn’t the highest quality recording.

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15. Zencastr

Price: Free+

Zencastr is a web browser-based recording software that offers live sound editing, automatic postproduction, and automatic cloud backup of recordings. 

The app recently launched a beta HD video recording feature and also has built-in chat and footnote features that make sharing information with guests and producers a breeze.

Podcast Editing Software

Once you record your podcast, it’s time to edit it. As you’ve read above, many software includes both recording and editing capabilities. Below are some tools known for editing, rather than recording.

16. Adobe Audition

Price: $20/month+

Adobe Audition is an excellent mid-level audio editing software. You can create, record, mix, edit, and restore audio content.

It offers high-quality sound, plus comprehensive tools to deliver polished sound. For example, Adobe Audition comes with a podcast template, which helps you set up a multi-track recording so you can mix and edit different audio tracks and voices. Plus, you can work in both waveform and multi-track editors, for more well-rounded editing.

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17. Audacity

Price: Free

Audacity is an excellent free option for editing your podcast. It’s especially easy if you plan to use only one take, with few cuts. The UI is easy to use and beginner-friendly. However, if you have to make a lot of cuts or move audio around, it’s a little more difficult because of the simplicity of the program.

This option is great for beginners because of the simple cut, copy, and paste functionality. It isn’t the highest quality sound, but it gets the job done.

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18. Garage Band

Price: Free

Garage Band is a free editing software that is available on and comes with most Mac computers.

It’s mostly used as a beginner editing program, but is capable of mixing up to 255 audio tracks. It comes with basic editing features including volume levels, cut, copy, and paste. You can use plugins to finish off your track and use audio effects such as compression.

Additionally, it features a sound library with effects that you can include in your podcast.

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19. Descript

Price: Free+

If you can edit a Google Doc, you can edit a podcast. That’s the premise of Descript, a text-based audio, and video editing tool.

To use Descript, upload your file to the tool to get an AI-generated transcription. You can then review the transcription to make changes in real-time. Descript also has a feature that uses an AI-created version of your voice, so you can add words to your audio simply by typing. 

Descript is incredibly easy to use for new podcasters and those who don’t have audio editing experience.

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Podcast Hosting Sites/Services

Now that you’ve bought your equipment, recorded, and editing your podcast, you may be wondering what’s next? After you’ve produced your podcast, it’s time to find the right hosting site and service to publish it on.

20. BuzzSprout

Price: Free+

BuzzSprout is an excellent hosting option, because it gets your podcast listed in all the top podcast directories including Apple Podcasts, Spotify, Google Podcasts, and Stitcher.

Additionally, it offers advanced metrics, so you can track the progress of your podcast. You can see statistics about your listeners, total plays over time, and where people listen to your podcast. Plus, you can transcribe your podcast in BuzzSprout.

With paid plans, you’ll have unlimited storage and episodes hosted indefinitely.

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21. Libsyn

Price: $5/month+

Libsyn is a hosting service that will get your podcast published on your audience’s favorite apps and platforms.

A unique feature is its monetization options. For example, it offers premium content subscriptions and opt-in advertising. These options keep you in control and allow you to customize your monetization.

You’ll also have access to detailed audience statistics, so you can also see what’s working and what isn’t.

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22. Anchor

Price: Free

Anchor, owned by Spotify, is an easy-to-use platform that allows you to create, publish, and monetize in one place. 

One standout feature of Anchor is its robust analytics system. Powered by Spotify, podcasts hosted on Anchor have access to powerful metrics allowing you to see exactly what the listening behavior of your audience looks like. This level of detail can help you tailor your content toward what your audience likes to hear. 

Anchor also offers monetization options such as host-read ads, paid subscriptions, and dynamically inserted ad spots.

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How to Set Up a Podcast Studio

Once you have your equipment, recording and editing software, and hosting services, it’s time to figure out where you’re going to record your podcast.

You’ll want to set up a podcast studio. This can be as basic as having the right equipment in any room or as advanced as creating a dedicated space for recording.

To set up a podcast studio, follow these steps:

Step 1: Buy the equipment — Before you can get your studio set up, you need the equipment. You’ll need a microphone, microphone arm, headphones, audio interface, desks, and chairs. You’ll also want to consider buying more than one of these items, in case you decide to bring people in for interviews.

Step 2: Set up room for sound conditioning — In order to achieve the best sound, consider buying soundproof foam wall panels to attach to the walls. This will stop the sound from bouncing off the walls. Additionally, you can buy pop filters for the microphones to reduce popping sounds.

Step 3: Set up lighting and cameras — Many podcasters choose to film their podcasts so they can post to YouTube or other social media. If you want to do this, you’ll need to set up lighting and cameras.

Anyone can start a podcast. That’s why you want your podcast to stand out among the rest. To take your podcast from good to great, make sure you purchase the right equipment, software, and studio setup.