Blog

Have you ever purchased something because a well-known person you admire used the product or service?

I’m guilty of this — in fact, I recently bought myself a new waterski because a professional water skier and micro-influencer, Whitney McClintock, shared a video on Instagram of herself using the ski.

I was in the market for a new ski and followed Whitney for quite some time. I figured since she used this particular ski, I should too — if Whitney promotes it, why wouldn’t I love it?

You might be thinking, “Slightly questionable logic, Kristen.” Maybe.

But, did Whitney’s post get me to buy the ski? Oh, yeah. (And I do love my new ski for those of you wondering.)

This is just one example of a tactic used by businesses across virtually every industry called influencer marketing.

Examples of these channels include social media, blogs, columns, digital and print ads, and television. Influencer marketing is increasingly more popular among businesses these days because traditional advertising has become less effective in attracting leads and customers.

Influencer marketing works because it uses tactics like word-of-mouth marketing and social proof, which are now critical aspects of any successful marketing strategy.

Customers trust their peers, friends, and people they admire more than the companies selling the products and services they buy and use.

Before we dive into the different types of influencers, let’s review the difference between a brand influencer and a brand ambassador, as they’re often confused terms.

Brand Influencer vs. Brand Ambassador

A brand influencer refers to someone who has a following within a specific niche that they engage with regularly. Because of this, they have the power to impact their purchase decisions.

The major types of brand influencers are:

• Micro-influencers
• Celebrity influencers
• Blog influencers
• Social media influencers
• Key opinion leaders.

We’ll define each type later on.

For example, social media influencer @carlosdharrisjr recently partnered with ECCO Shoes to promote its product. Harris tags the brand in his posts to increase the brand’s awareness and encourage them to learn more about them.

Image Source

A brand ambassador, on the other hand, is hired by a business to work under contract to help them achieve specific goals: increase brand awareness and boost conversions and sales.

A brand ambassador’s contract is typically long-term, anywhere from several months to years. During that time, they represent the brand and the lifestyle associated with it and have deep knowledge about the business’s products or services. They don’t necessarily need to be an influencer before becoming an ambassador.

For example, Quest Nutrition’s brand ambassador program requires all interested individuals to apply to their program. Quest looks for individuals who embody their brand, are positive spokespeople for their products, create social media posts to promote their products, and live the Quest lifestyle.

Anyone who fits their criteria can apply and has the potential of being accepted. Applicants aren’t required to have a highly successful YouTube account, thousands of followers on Instagram, or a popular blog to become a brand ambassador.

Image Source

In this article, we’re going to focus on brand influencers.

However, before we dive into the various types of brand influencers, let’s take a look at some important statistics that prove working with an influencer is effective in helping you reach your marketing goals.

2021 Influencer Marketing Stats

Influencer marketing is an investment — to get it right, you have to devote time to ensure you find the right influencer to promote content that appeals to your target audience.

You also have to spend money and/ or resources to reward the influencer, run various campaigns with the influencer, and more depending on your specific marketing goals.

Here are some statistics to help you understand the lay of the land.

• In 2021, roughly 58% of marketers said influencer marketing was the most effective marketing trend, ahead of SEO, experiential marketing, and short-form video content. (HubSpot Blog Research)
• 80% of marketers say influencer marketing is effective, and 89% say it works just as well (if not better) than other marketing channels.
• In 2022, 86% of marketers plan to continue investing the same amount or increase their investment in influencer marketing. (HubSpot Blog Research)
• Instagram is the most popular platform for influencer marketing. However, Facebook is considered the most effective social platform for influencer campaigns. (HubSpot Blog Research)
• 71% of marketers say the quality of customers and traffic from influencer marketing is better than other sources.
• In 2022, 71% of marketers plan to increase their investment in influencer marketing on Clubhouse. (HubSpot Blog Research)
• Snapchat and Twitch are among the lowest-performing channels for influencer marketing. As a result, they’re the top two platforms marketers plan on divesting from in 2022. (HubSpot Blog Research)
• The biggest challenge marketers face with influencer marketing is measuring the ROI of the campaign. Cost is the second biggest hurdle marketers face.
• Of all age groups, Gen Zers trust influencers the most.

1. Micro-Influencer

Micro-influencers — like Whitney — have a relatively modest following of thousands or tens of thousands of people. They create relevant content for their audience and communicate with them via social media platforms, blogs, other written publications, websites, and forums.

Due to the size of their following and the type of content they create, they typically have high engagement rates. Having a smaller audience allows micro-influencers to bond with the people who follow them more regularly (as compared to a celebrity with millions of fans) via their channel.

This makes them appealing to work with for businesses looking to develop personal relationships among their target audience.

How to Work With a Micro-Influencer

Micro-influencers can be established on a variety of channels. So, once you’ve chosen the micro-influencer to partner with, you can have them write a post about your service, share an online review, or post a picture on Instagram with one of your products. Due to the manageable size of their base of followers, they’ll be able to engage with your target audience on the content they share about your products and brand.

This way, they can answer any questions the audience members may have about your products, communicate their experience with your products, and direct audience members to your website or customer support team if necessary.

Micro-Influencer Example

Sisters Hermon and Heroda are fashion micro-influencers with roughly 89K followers on Instagram.

In addition to sharing fashion looks and tips with their followers, they are also disability advocates and often share what it’s like being deaf.

Image Source

In their ad, the duo shared a video in which they illustrate how being deaf can be considered a barrier in society and how that can make you feel powerless.

They then introduce the brand, Molton Brown, and how its latest fragrance makes them feel “audacious, intense, and passionate.” In the caption, they continue to share how the brand’s collection resonated with them because of their life experiences.

This is a great example of how influencers can effectively tie their own personal stories to a brand’s product, making the messaging even stronger.

2. Celebrity Influencer

Celebrity influencers are famous people with large followings — typically in the millions — who are known across many industries. They’re widely recognized and, therefore, have the potential to be very successful in influencing your target audience.

Even if your target audience doesn’t overlap with all of your celebrity influencer’s fans, having them promote and/ or use your product or service is a powerful form of social proof. Since celebrities are so well known, they’re effective at reaching multiple audiences across various channels.

How to Work With a Celebrity Influencer

Since celebrities are so well-known, there are many ways to work with them. You may focus on social media, print or online ads, TV commercials, blogs, or other written publications.

You can ask the celebrity to:

1. Post a picture or video promoting your products.
2. Share the benefits of using your products.
3. Offer coupons and discount codes to their audience.

Celebrity Influencer Example

In a recent Instagram post, supermodel Winnie Harlow shared a post in which she rocks a Fendi back, with a short copy that reads, “The first secret to success is believing in yourself.”

Image Source

Fendi’s mission is all about turning dreams into reality. Harlow has been vocal about her struggle with bullying as a child due to her appearance. However, that didn’t stop her from pursuing her dreams of becoming a supermodel.

She serves as a symbol of perseverance and confidence, which is in great alignment with the brand. As a brand, you want to make sure that the influencers you work with align not only with the audience you want to reach but also with your values.

3. Blog Influencer

A blog influencer is someone who writes for their established blog and has thousands, or millions, of subscribers and readers. Their reach and influence set them apart from other bloggers (meaning, they aren’t just writing for themselves or a very small group of people).

How to Work With a Blog Influencer

To collaborate with a blog influencer, you may write a guest post for their blog, ask to be mentioned in one of their posts, or sponsor a post about one of your products or services. If you sponsor a post on the influencer’s blog, you can also provide images of your products for them to share as well.

Blog Influencer Example

A popular lifestyle blog influencer is Hannah Bronfman of HBFIT.

Bronfman writes about health, beauty, fitness, and creating a life that makes you happy and feels good. Between her blog subscribers, social media following, ads, the book she wrote, and the app she created, Hannah has millions of audience members and fans who keep up with her life.

Her blog features a variety of product, gym, and spa reviews. She collaborated with Face Gym, a local facial studio, on a sponsored blog post about their services and facial treatments.

Image Source

Bronfman included information about the unique studio, facial experience, why her audience members would love the services Face Gym offers, as well as a coupon code for their first visit.

There are also pictures of Face Gym and the services they offer in Bronfman’s blog post to give audience members a better idea of what to expect from the studio in terms of services and atmosphere.

4. Social Media Influencer

Social media influencers are well-recognized on social platforms, such as Instagram, YouTube, Facebook, or Twitter, and are followed by thousands or even millions of people.

Social media influencers share content about a wide range of topics such as health, workouts, cars, diet, outdoor activities, travel, fashion, art, beauty, and interior design.

How to Work With a Social Media Influencer

Once you find a social media influencer with an established image that works for your brand, posts content you feel complements your products or services, and has followers who are also members of your target audience, you can determine what type of content you’re going to have them promote.

If the influencer is on Instagram, you may have them post a picture with your product and tag your social account. If they’re on Facebook, you can ask them to share a live video of them opening your product and if they’re on Twitter, you can have them write a brief statement about your product and pair it with a picture of them holding it.

On YouTube, you may have the influencer share a video of them using your product while explaining the reasons why they love it.

On any social media platform, you can also have an influencer host a contest or giveaway with your products or share coupon codes.

Social Media Influencer Example

Tabitha Brown is an actor and vegan influencer who gained popularity on TikTok and Instagram through her buoyant personality. Her 3.9M followers on Instagram consist of health-conscious individuals who enjoy learning about Brown’s vegan recipes, lifestyle, and life advice.

Recently, Brown partnered with plant-based meal company Orro and posted an image on Twitter of her pouring one of their products into a glass.

Image Source

The post directs the audience to the website where they can learn more about the brand and discover their line of products.

Because Brown is such a strong figure in the plant-based, vegan community, she was a great partner for the brand. She even has a strong community of non-vegan followers, who simply enjoy her personality and content. This allows Orro to potentially reach multiple personas.

5. Key Opinion Leader

Key opinion leaders (KOLs) are high-level experts on a specialized topic within a particular field. For example, a KOL might specialize in makeup application, the Paleo lifestyle, or Bikram yoga.

If your business is looking to attract audience members in a very specialized field, a KOL is a great option — due to their expert knowledge on a certain topic, KOLs are trusted contributors in their industries and have followings of people who are also invested in those subjects.

How to Work With a KOL

KOLS, like micro and celebrity influencers, are present on many channels, such as social media, blogs, other written publications (like academic journals), and ads. Therefore, your business has many options for how you decide to work with a KOL.

You might have them review one of your products on YouTube, mention you in their column, write a blog post about your brand, share a post about your product on Instagram, or pose with your product for a print or digital advertisement.

KOL Example

Kandee Johnson is a makeup influencer with over 3.9 subscribers on YouTube and over 1.8 million followers on Instagram.

She’s a makeup artist pro — her expert knowledge on makeup application makes her a key opinion leader in the makeup and cosmetic industry. Kandee shares thousands of makeup tutorials, makeup tips and tricks, and product reviews on YouTube and Instagram.

Image Source

She has shared sponsored content for BoxyCharm — a subscription service that provides customers with a box of several new beauty products every month — promoting their service, as well as her favorite products in the box, among her millions of followers and fans.

Image Source

BoxyCharm’s target audience includes lovers of beauty products, cosmetics, and makeup which works with Kandee’s huge base of followers. They had Kandee share a post with one of their boxes, describe which products inside she was most excited about, and tag them in her post.

Now that we’ve covered the different types of influencers your business can work with, let’s review how to find these influencers so they can begin helping you reach your target audience.

How to Find Influencers

Identifying the right influencer to work with might seem like a daunting task — so, we’ve put together this list of ways you can use to find the right person to help you improve your brand awareness and reach.

Google Search

The most straightforward way to go about an influencer search is with the help of Google (or any search engine). Remember an influencer is already creating content in your field and reaching your target audience. So, a Google search for industry-related terms and keywords will surface experts in those areas.

Review articles related to various topics in your field, conduct individual searches for people you’ve heard of or know are already high impact contributors, and scan industry-specific sites and web pages for influencers.

Social Media

You can also search for influencers on various social media platforms. Whether or not you’re going for a social media influencer, most influencers will likely have some sort of social media presence — their profiles serve as a great way to learn more about them.

On social, search for keywords and phrases, specific users, hashtags, and tagged audience members on specific posts (brands and social users may have tagged influencers you could potentially work within posts).

Don’t forget to look in the comments sections of high-traffic posts related to your industry or type of work as influencers may have posted comments and interacted with members of your target audience there. You can even get some ideas from influencer posts on your competitor’s accounts.

Referrals

Use your current network (professional and personal) to obtain referrals. Look for KOLs on LinkedIn and ask your team if they’ve recently followed any micro-influencers on social who regularly post content that’s compatible with your brand and image.

If you’ve worked with any influencers in the past, ask them if they’re willing to connect your business with other influencers they know as well.

Blogs

Reading blogs is another great way to locate influencers — that is, both the blog authors and their sources. Scan for the people mentioned in the blogs. Perhaps the blogger is reviewing their work, mentioned a quote from them, or asked them to contribute to the piece.

Additionally, themed publications (business, art, beauty, or fashion) often do expert round-ups where they feature dozens of influencers. You can research the individual further to determine if they’re a good fit for your business.

Influencer Software

Due to the rising popularity of influencer marketing, various technologies and software have emerged to help businesses identify influencers and measure their success.

Two of the most popular options include BuzzStream and BuzzSumo.

• BuzzStream allows users to research influencers. As a user, you also can build profiles, review influencer interactions, measure their success through engagement metrics, and review their contact history.
• BuzzSumo allows you to identify key influencers that are popular among your target audience. It also allows you to analyze which types of content perform best for influencers and review the content of your competitors.

Talent Agencies and Agents

If you’re looking to hire a specific celebrity influencer, it’s unlikely you’re going to be able to send them a direct email or give them a call (although that’d be pretty cool). Instead, you’ll probably have to go through a talent agency or work with an agent to determine whether or not that celebrity is willing to work with your brand and for what price.

Let’s dive into how you can create an influencer marketing strategy for your business. This strategy will allow you to manage all aspects of your relationship with an influencer. It’ll also ensure they’re successful in helping you achieve your campaign goals.

1. Determine your campaign goals.

The first step is to create goals for your influencer marketing strategy — these will help you measure the success of your campaign. Think about your objectives in terms of SMART goals.

When working to develop influencer marketing SMART goals, there are three factors to keep in mind: reach, relevance, and resonance. These will help you focus your goals on the different aspects of influencer marketing.

Use a free template to determine your SMART goals.

• Reach is the ability to deliver content to your target audience through an influencer — it helps you improve brand and product awareness. For example, how many people on Instagram are actually seeing the content an influencer is posting about your product?

• Relevance is the level of connection your audience feels to your brand, product, or service due to the work of an influencer — it’ll help you enhance brand loyalty. For example, if your audience sees a celebrity they love and admire with your product, they might begin to feel a strong connection to it, too.
• Resonance is the ability to drive audience members to a specific action because of an influencer’s content — it’s all about impact and memorability. Resonance helps you increase your follower count, drive traffic to your site, and boost conversions. For example, if your audience reads a blog post written by an influencer about your product, they may click on the link in the blog post that directs them to your website so they can buy it.

2. Define your campaign audience.

Regardless of which type of influencer you work with, your target audience will remain the same. Different influencers may have different ways of connecting with your audience, but your business’s overall marketing goals and buyer personas don’t change.

Before moving forward with your influencer marketing strategy, work with your marketing team to develop and learn about your buyer personas.

This will help you identify the exact type of customer you’re going after and, therefore, help you determine what type of influencer and content will appeal most to them to ensure your target audience is aligned with that of the influencer.

Learn how to build buyer personas for your business.

3. Set your budget and choose your influencer type.

Based on our review of the five major types of influencers, you should be able to determine which type will work best for your business’s goals and target audience. From there, you can start building a budget.

For example, if you’re a startup with a low budget, you might choose to work with a micro-influencer. If you’re a mid-sized company with more resources, you might choose to bring on a celebrity influencer or work with a KOL who’s highly regarded in their industry.

HubSpot Blog Research found that marketers typically pay between $501 and $10K for nano, micro-influencer, and macro-influencers, with $10K+ budgets reserved for mostly mega influencers.

According to the survey, roughly 90% of marketers have a budget specifically for influencer marketing, with 45% allocating between $100K to $500K.

4. Choose your influencer and review their work.

Once you’ve determined the type of influencer you want to work with, it’s time to identify the right influencer for your company.

Quality of content and engagement are the top two factors marketers review when considering an influencer on social media, according to a 2021 survey from HubSpot Blog Research. Surprisingly, follower count falls fifth on the list, behind alignment with company values and branding.

However, this falls in line with recent data showing that brands are caring less about the size of influencers’ following, as they give more weight to other elements.

When considering someone for a campaign, ask yourself (and the influencer) the following questions:

• Does this influencer and their lifestyle fit my brand image?
• Have they worked with any of my competitors?
• Who is this influencer’s current audience?
• Is my target audience active on the platform/channel primarily used by this influencer?
• Does working with this influencer make sense for my budget?
• Has this influencer actually used any of my products or services before? Are they a customer?
• Does this person have a personality I want to work with?
• What will this influencer expect from me?

5. Develop your campaign messaging for your influencer.

Once you’ve chosen an influencer, it’s time to plug them into your campaign. Work with your marketing team to develop your campaign messaging and determine what content your influencer should (and should not) publish.

Be sure to share your brand guidelines — including details about your brand voice, tag lines, and language to avoid — with your influencer so they can remain on-brand with their content. Remember, whether an influencer posts about your product or service one time or 100 times, they’re still representing your brand and business. Ensure they have the tools to do so accurately.

In this stage, you should also determine whether your influencer will be creating content for your campaign on their own or if you’ll be providing the content for them to post.

Lastly, be sure to discuss how they’re going to help you boost traffic with their content and which target metrics you can expect per post or piece of content.

6. Finalize campaign expectations with your influencer.

Finally, review all of the expectations you have for them in addition to any expectations they have for you. Remember your chosen influencer may have worked with other brands before yours — meaning, they may already have their own processes in place for the way they do business.

Additionally, their expectations are going to differ depending on the type of influencer they are. For example, a micro-influencer is going to have different expectations for the way you communicate with them versus a celebrity. A micro-influencer may speak directly with you whereas a celebrity may have an agent communicate on their behalf.

Lastly, you’ll want to ensure these expectations are written, agreed upon, and signed by both you and the influencer — you can organize all of this information through an influencer contract. This will help you avoid any issues and discrepancies down the road.

To help get the ball rolling, here are some examples of the expectations to review:

• How this influencer will be paid or rewarded (money, swag, discounts, coupon codes, etc.)
• How long you’ll be working together
• How you and the influencer will be communicating with each other
• Any other terms of contract necessary for your specific business to review

6. Pay your influencer.

Influencers don’t work for free.

You’ll need to discuss compensation early on so you can both be on the same page about what the work will entail if you decide to move forward.

If you’re a small company with little to no influencer budget, there are still ways to collaborate with influencers. You can offer:

• Swag (such as clothing, accessories, or product samples)
• Free products and/or services
• Access to discount codes and coupons

7. Measure your campaign results.

Lastly, you must measure your influencer marketing strategy results. This is how you’ll determine the level of success you’ve had in reaching your audience with the help of the influencer.

According to data from a 2021 HubSpot Blog Research survey, revenue is the most important metric to marketers when measuring the impact of an influencer campaign.

To start, refer back to the SMART goals you set (as well as influencer marketing metrics) to help you determine whether or not you’ve achieved your objectives.

Here’s more detail on which metrics you’ll want to keep an eye on when measuring your influencer marketing strategy success:

• Engagement: Keep an eye on all engagement involving content shared by the influencer about your brand and products. Engagement includes various interactions such as Likes, shares, Comments, Retweets, Mentions, Direct Messages, and Reposts on channels like social media, blogs, and forums.
• Reach: Determine your reach, or how many people are actually seeing the content your influencer is sharing about your brand, by looking at your overall number of views.
• Resonance: Learn about the level of resonance — or the actions that were completed — by your audience members after they consume and/ or interact with the influencer’s content involving your brand.
• Brand Awareness: Measure your brand awareness among the audience members of your influencer as they begin sharing content related to your brand. There are quantitative — such as direct traffic and social engagement — and qualitative — such as social listening and awareness surveys — ways to measure your brand awareness.
• Clicks: Review the number of clicks on the content the influencer shares about your brand, whether it’s a direct link to your website, a CTA, a social media giveaway, or a signup form.
• Conversions: Calculate your conversions (the number of leads who become customers) as a result of your influencer marketing strategy. You can calculate conversions on your website or through URLs (such as discount/ checkout codes found on the influencer’s social media account or blog) by dividing your conversions by your overall number of visitors.
• Return on Investment (ROI): Calculate the return on your influencer marketing investment by dividing the return (or benefit) by the cost of the influencer marketing investment.
• Follower Count: Track the increase and decrease of your number of social media followers or blog subscribers over time to see whether or not the influencer is helping you boost your follower and/ or subscriber count.

In terms of measuring the success of the influencer’s work, BuzzStream and BuzzSumo both have analytics tools built into the software to help you measure the success of the influencer’s work. These types of software are especially helpful in allowing you to determine ROI from your influencer marketing strategy, which is known to be the most difficult metric to measure when working with an influencer for businesses.

Google Analytics is great if you want to track overall traffic directed to your website and the number of leads converted. The software provides you with a deep look at acquisition, behavior, and conversions related to an influencer and your visitors.

For example, if you ask the influencer to conduct a giveaway or contest, look at the number of people who participated. Say you give the influencer a discount code for audience members to use at checkout, see how many people used it to make a purchase.

If you provide the influencer with specific URLs with tags to specific posts or landing pages, you can also track their performance by looking at the number of leads directed to those pages.

Now, onto measuring influencer marketing success on social media. HubSpot’s Social Tool can help you pull specific engagement-related data, like reach and interactions, from various platforms. Additionally, the respective social platforms you’re using may have analytics tools built-in as well, such as Twitter Analytics and Instagram Insights.

Do you still need some inspiration for your influencer marketing strategy? Let’s look at three successful strategies implemented by major companies.

Influencer Marketing Examples

There are many successful influencer marketing campaigns your business can look to for guidance when trying to think of ways to reach your target audience. Here are a few examples:

1. Hydro Flask and Andrea Hannemann, Social Media Influencer

Andrea Hannemann, more commonly known as @earthyandy, is a social media influencer based in Hawaii.

Her account, which has over one million followers, depicts her life — she’s a vegan, earth-conscious, and outdoorsy mom and wife.

She has an affinity for clean eating and cooking as well as plant-based foods and products. Andrea regularly posts beautiful pictures and videos of her lifestyle and diet (which her kids and husband participate in) and receives hundreds of thousands of interactions on her posts.

Andrea was featured in a video sponsored by Hydro Flask, which she posted on her Instagram page, showing the ways in which the reusable, insulated, and functional water bottle fits into her life. The post was also a giveaway and received close to 400,000 likes and over 40,000 comments.

Image Source

Hydro Flask was able to identify a social media influencer who’s lifestyle and content fit their branding and image and conduct a highly successful giveaway. The post increased their brand awareness among Andrea’s one million followers.

It also helped move traffic from Andrea’s page to the Hydro Flask Instagram page, as her post included several links taking audience members directly there to learn more about the company.

2. Nespresso and George Clooney, Celebrity Influencer

Nespresso teamed up with George Clooney, a globally-recognized celebrity, and brought him on as a celebrity influencer for their Cup Above campaign. Nespresso was able to identify the actor as someone who’s known by the general public and fits their sophisticated, elegant, and high-end image.

Nespresso now has print ads, digital ads, social media posts, and television commercials starring George.

3. American Express and Leo Chan, Social Media Influencer

Leo Chan is a popular fashion blogger with over 100K followers on Instagram. over one million subscribers. He also has a popular lifestyle blog, called Levitate Style.

Image Source

As part of a paid partnership with American Express, Chan posted on Instagram to outline the benefits of having an AMEX card while putting it in the context of his own day-to-day adventures.

This is a great example of how brands can pair up with influencers who match the audience they’re attempting to reach.

How Influencer Marketing Will Change in 2022

Innovative industries are continuously changing; influencer marketing is no different. Influencers and marketers alike are finding new ways to reach audiences and promote products.

As we move into the new year, there are five key ways that influencer marketing will be changing. Make note of these changes as you adapt your marketing strategy.

1. Micro-influencers will have a greater impact.

Micro-influencers may seem like the smallest players in the influencer marketing game, but they pack the biggest punch.

Recent research suggests that micro-influencers may actually produce better results than mega-influencers. That’s because as influencers become more popular, sometimes their engagement goes down.

And according to HubSpot Blog Research, brands are not looking at follower count first when considering influencers. It’s more about the quality of their content and their engagement rates.

Because of this, micro-influencers will likely have more influence than celebrities in 2022.

2. Influencer activity will extend beyond Instagram.

A 2021 HubSpot Blog Research survey found that Instagram is the most popular place for influencer marketing. However, it’s surprisingly not the platform that brings in the highest ROI.

Turns out, that’s actually Facebook.

This doesn’t mean that Instagram is fading into the background anytime soon. However, it seems more brands are expanding beyond Instagram and considering how other channels can support their marketing efforts.

In 2022, keep an eye out for influencer marketing on YouTube, Tik Tok, Snapchat, and Pinterest, especially if your audience leans more toward Generation Z.

3. Employees and customers will become influencers.

We’ve talked about the power of marketing through your customers, but have you considered how powerful your customers could be as influencers? Customers are people who already know about, like, and own your product; this makes for an easy transition from customer advocacy to customer influence.

The same goes for your employees — people who’ve invested time and creativity into growing your business. This factor alone gives your staff genuine credibility.

As people who are already engaged with the development of your product or service, employees can be natural advocates. In 2022, we’ll likely see the rise of these two parties as brand influencers.

4. Businesses will invest in long-term relationships, not one-off campaigns.

You’ve read about it in this guide — it can be tough and expensive to identify and connect with the right influencer. In the past, brands usually hired influencers for one-time campaigns. As we move into 2022, however, we’ll likely see brands building long-term relationships instead.

Not only does this effort save time, energy, and money for marketers, but it also allows the influencer to build trust with and make a greater impact on a brand’s audience.

Long-term relationships with influencers also increase credibility for whatever product or service the influencer is marketing.

Kickstart Your Influencer Marketing Strategy

Influencer marketing has become increasingly popular for brands to invest in. With the rise of word-of-mouth marketing and social proof, it’s a great way to connect with audience members, enhance brand awareness, and boost conversions. By identifying the type of influencer best suited for your business and developing an influencer marketing strategy, you’ll improve your reach among potential customers.

So, begin developing your business’s plans for incorporating influencers in your marketing tactics today so they can help you build new and lasting relationships with your target audience.

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

Over the past two years, we’ve seen a shift in the way brands promote their products or services on social media. 

And, as social media popularity continues to grow — we reached over 3.7 billion social media users globally in 2021 — brands aren’t just wondering how they’ll engage huge social media audiences next year. They’re also asking, “What social media trends should I expect in this constantly changing landscape?”

To learn more about what brands can expect in 2022 and beyond, HubSpot’s Blog surveyed over 1,000 marketing professionals to learn which trends B2B and B2C businesses will leverage in 2022. Additionally, I spoke with social media experts and dug through HubSpot and Talkwalker’s 2022 Social Media Trends Report to uncover unique perspectives on the upcoming year. 

Below, I’ve compiled ten expert or research-backed trends social media marketers should watch and leverage in 2022. Let’s dive in. 

Trends to Watch in 2022

1. TikTok will dominate the social media space.

During the pandemic, I began hearing about one new commonality among most of my colleagues and friends: TikTok. 

TikTok has seen undeniably fast growth. In fact, the term ‘TikTok’ saw a 61% increase in mentions year-over-year during the beginning of 2021, and was the first non-Facebook app to reach 3 million global downloads. 

With fast growth, it’s easy to assume it’s a passing fad — but that doesn’t seem to be the case here. HubSpot’s social team believes TikTok offers unique opportunities to engage directly with consumers, and major brands such as the NBA and Dunkin’ are leveraging the app to reach new audiences. 

Additionally, Ben Jeffries, CEO of Influencer.com, says that “in 2020, TikTok was the world’s most downloaded app and with more and more consumers choosing to use the creative and humorous entertainment platform, brands are waking up to the opportunity to capture a new audience and showcase their brand personality.”

Jeffries adds, “This popularity has also encouraged the more established social media platforms, including Instagram and YouTube, to experiment with new content forms that will grab the attention of the TikTok generation.”

Other social media businesses have used TikTok’s popularity as inspiration to alter their own platform’s features. For instance, Instagram employed TikTok lookalike features in its own version, called Reels, and Reddit just announced a similar short-form video feature on its own platform. 

Elena Melnikova, CMO at Talkwalker, told me, “When the pandemic forced us online, social media became our lifeline — for shopping, communication, and work. Looking for entertainment, TikTok became the go-to channel. It made us smile. It made us laugh. It relieved the boredom of being stuck at home. We were eager to join the party.

Melnikova adds, “Lockdown supercharged TikTok. Having grown so quickly, brands can’t afford to ignore the platform’s potential. With an audience dominated by Millennials and Gen Z — tech-savvy generations, demanding innovation, creativity, personalization, and transparency — TikTok will help connect brands to a younger, more creative demographic.”

In 2022, we’ll continue to see the rise of TikTok as more brands explore how they can leverage the app’s popularity to expand brand awareness and reach new audiences. Additionally, we’ll watch TikTok’s ripple effect on the social media landscape at-large, as other platforms alter their features to expand emphasis on short-form, “snackable” content.

2. Reaching new audiences will become the number one social media goal for businesses. 

In 2021, HubSpot’s Blog Research found the primary goals of most marketers’ social media strategies were: 

• Advertising products/services (35%)
• Increasing brand awareness/reaching new audiences (34%)
• Increasing revenue/sales (34%)

*(Select up to three.)

However, 76% of marketers say their goals will change in 2022. 

As we enter 2022, most marketers primary goals include: 

• Increasing brand awareness/reaching new audiences (39%)
• Fostering relationships with customers/increasing brand loyalty (33%)
• Improving customer service and retention (32%)

During the pandemic, most consumers needed to shift to an online-first purchasing experience. 

As we head into 2022, then, it makes sense that brands are contemplating how they can reach new audiences through social media, foster deeper relationships with existing audiences, and improve customer service to ensure long-term customer loyalty. 

To increase your social media presence, it’s critical you stay active and consistent in your posting, leverage trends and buzzy content, and invest in high-quality creative assets. 

Additionally, to foster deeper relationships with your existing audiences, you’ll want to engage with your followers through interactive elements such as polls, Q&As, and live videos. 

3. Companies will make more dedicated social media hires. 

Social media is an undeniably powerful strategy for your business. 

And social media isn’t just for brand awareness, either. It’s also an effective tool for generating revenue. In fact, 79% of people say that user-generated content on social media significantly impacts their purchasing decisions.

Which is why you’ll see more companies making dedicated social media hires in 2022, rather than tasking a busy marketing team with social media as a side project. 

As Founder and CEO of Jotform, Aytekin Tank, told me, “One big trend for social media marketing in 2022 is to make a dedicated hire. Companies frequently manage social media by committee or pass it off to a marketing generalist. But the problem is when social media isn’t prioritized, organizations miss out on the opportunity to optimize platforms and turn them into revenue generators.”

“A dedicated social media hire can solve this problem and help organizations grow platforms, keep tabs on social analytics, be part of industry-specific conversations, experiment with new platforms and trends, and more — all of which contributes to a stronger brand and more leads for your company. We’ve done it at Jotform, and it’s worth it.”

If you haven’t already, consider hiring a social media community manager to build and engage with your online audiences. These managers are the tone, voice, and conversations behind your brand — so it’s worth it if your audience is eager to engage with your brand through social media. 

4. Augmented Reality will become consumers’ preferred way to try-on products and interact with brands.

Augmented Reality (AR) has been around for a few years now, and it’s becoming increasingly common for brands to use AR to enable consumers’ to test products before purchase. 

AR has proven effective for a business’ bottom line, as well. In fact, AR can improve click-through rates to purchase by upwards of 33%.

Carolina Arguelles Navas, Snap Inc.’s Head of AR Product Strategy and Product Marketing, told me she believes augmented reality (AR) will become consumers’ preferred option when trying on products in 2022.  

As Navas puts it, “For brands, AR is the most personal way to reach people and is more effective at driving results compared to other forms of advertising and marketing.”

Navas says, “We’ve seen interest and engagement with AR explode over the last two years, and have over 200 million Snapchatters engaging with augmented reality every day. The trend is here to stay, and it’s only going to continue growing.”

If you think AR could be a good fit for your brand, Snapchat is an effective platform to test it — the social platform reaches over 90% of 13-24 year olds, and over 75% of 13-34 year olds in the U.S., including nearly one of every two smartphone users, so it’s a good opportunity to get your products in front of a large audience. 

5. Businesses in the B2B space will increase their investments in Instagram and Twitter.

Instagram and Twitter aren’t new to the social scene, but many marketers are still seeing increases in ROI across both. 

For instance, Twitter reached almost 200 million monetizable daily active users in Q3 of 2020, up 29% YoY. 

Instagram, on the other hand, experienced a nearly 14% jump between 2019 and 2020 in its users’ time spent on the app, to an average of 30 minutes per day. This was higher engagement growth than all other social platforms.

As Twitter and Instagram continue to succeed, we’ll see more marketers invest in both platforms in 2022. HubSpot’s Blog found 70% of marketing professionals plan to invest more heavily in Twitter in 2022, and 63% plan to invest more heavily in Instagram. 

In 2022, consider where you might increase your own investments to find more ROI from the platform(s) that are already serving your audiences.

6. Influencer marketing will mature in 2022.

The pandemic undoubtedly sped up the rise of “unfiltered” (or less scripted) content, as well as “everyday influencers” — such as micro-influencers and nano-influencers.

Many people trusted influencers more than brands during the pandemic. Which is why influencer marketing is a strong avenue to explore in 2022. 

When asked which trend she’s watching in 2022, HubSpot’s Senior Manager of Social Media Kelly Hendrickson told me, “I’m watching the increased and adapting use of influencers in 2022. The continued rise of influencers in spaces like TikTok, where brands have had a harder time establishing themselves, are ripe for content partnerships.”

As alignment between social media and e-commerce strengthens, we’ll see more influencer partnerships used to increase businesses’ sales. 

However, it will be important in 2022 to align with the influencers that make the most sense for your brand. This will include influencers with potentially smaller but more engaged audiences, as well as influencers who specialize in more niche topics that make the most sense for your brand. 

Gaurav Sharma, founder and CEO of Attrock, adds, “To see great results, you can run an impact-oriented influencer marketing campaign with 10-30 micro-influencers for at least 6-12 months. If you get it right, you could skyrocket your business growth quickly.”

“[And] to get a higher ROI on social media marketing, I would suggest marketers leverage influencer marketing platforms to collaborate with the micro-influencers.”

7. Social advertising will become more sophisticated. 

As Google plans to phase out cookie tracking by 2023, you’ll begin to see “the death of the third party cookie” happen in the upcoming year — which means many marketers will need to pivot their existing strategies as social advertising evolves. 

Fortunately, there are plenty of highly effective advertising options that don’t require third-party cookies. To name a few: User-generated content, targeted and personalized ads across social media platforms, email marketing, and search engine retargeting campaigns. 

Rather than using third-party cookies to define your advertising playbook, this is a good opportunity to develop a data-driven strategy using metrics to understand your users’ interests and preferences on a deeper and more personal level.

8. Businesses will invest in more long-form and short-form content, as well as live audio chat rooms. 

It’s no surprise that video is an increasingly popular format across social channels, particularly with the rise of video-focused platforms like TikTok. 

The HubSpot Blog found 64% of marketers plan to leverage more short-form videos in 2022. Snackable content has been proven effective, so these short-form videos will likely be brief, engaging, digestible pieces of content that span across social channels. 

Additionally, 89% of marketers who leverage long-form videos plan to increase their investment or continue investing the same amount in 2022, according to HubSpot Blog Research.

All of which is to say: If you haven’t already invested in short or long-form video, try testing both as we enter the new year to determine which option your audience prefers. 

Additionally, roughly half of marketers plan to invest more in live audio chat rooms such as Clubhouse or Twitter Spaces in 2022. 

Consider how you might leverage alternative forms of content in 2022. Beyond visual elements like videos and posts, test out audio content to see if there’s an interest from your buyer persona. 

9. Social selling demands will grow.

Over the past few years, social platforms have worked hard to create native shopping experiences so users can purchase products without ever leaving their sites.

Consider, for instance, Instagram’s Shoppable Stories, where you can tap on a product sticker to purchase without leaving the app. 

Other platforms have invested in native advertising to ensure a more seamless experience for users. TikTok, for instance, created an advertising format called Spark Ads, which allows brands to boost the profile of existing organic content.

As we enter 2022, we’ll see more brands leverage social selling to reach users whenever — and wherever — they’re ready to buy. If your users prefer purchasing your products from Instagram, why not let them? 

10. Consumers will crave snackable content.

In 2020, we saw the rise of TikTok and Instagram Reels, continued engagement on Stories content from Facebook, Instagram, and Snapchat, and brands creating other short-form or “snackable” pieces of content to educate consumers about their brand. 

As social media attention spans continue to shrink and more people scroll endlessly through feeds while bored at home, don’t expect snackable content to lose steam anytime soon. 

To learn more about four types of snackable content your brand should leverage next year, check out this helpful post. 

Which Trends are Losing Steam?

Now that we’ve covered a few trends that will take off in 2022, let’s explore a few trends that seem to be losing steam. 

1. Ephemeral Content

HubSpot Blog Research found that 67% of B2B and 41% of B2C marketers say they’ll stop using ephemeral content (i.e. disappearing content, such as Instagram Stories) in 2022. 

It’s difficult to create high-quality, engaging content, so some marketers might find it’s not worth the effort to create content that will disappear in 24 hours. If you find your ROI isn’t high enough for ephemeral content, consider testing out longer-term types of content, like videos or posts. 

2. Interviews and Expert Discussions

Finally, HubSpot Blog Research found 48% of B2B and 56% of B2C marketers say they’ll stop conducting interviews, podcasts, or expert discussions. 

Interviews, podcasts, and expert discussions can be incredibly effective for increasing brand awareness or reaching new audiences — but it’s also time-consuming, and it can be difficult to track metrics related to sales.

Some marketers may have decided that the cost for production wasn’t worth it for their businesses, particularly if their specific audience isn’t interested in listening to long-form audio content. 

Starting a podcast makes a lot of sense for some brands, but others might find better ROI with other marketing strategies, such as video or email marketing. Ultimately, you’ll want to do what’s best for your audience. 

How to Capitalize on 2022 Social Media Marketing Trends

Now that we’ve covered some of the most popular social media trends you’ll see in 2022, let’s recap steps you can take to leverage these trends to boost your own social activity. 

Here are a few steps your social team can take to leverage these trends, attract new audiences, and build a larger following:

• Leverage video whenever possible. People love video right now, especially live video content, which feels especially authentic. Test out live video channels like IGTV or Facebook Live to see how they perform. 
• Create relatable content. Don’t be afraid to show a different side to your brand. Highlight customer stories; talk about your company’s larger mission or purpose; give us a ‘day in the life’ of one of your employees. Go beyond your product or service to create a deeper connection with your audience.
• Use a conversational tone. Create social media captions like you’re speaking to a friend. Of course, you’ll want to stick to your brand’s voice, but play around with how you might converse with your audience through social channels. Consider asking your followers questions or telling stories to increase engagement levels. 
• Use design elements for snackable content. Test out memes, gifs, short videos, quick quizzes, fun infographics, etc. to figure out how you might attract, and hold, an audience’s attention even when they’re scrolling quickly through their feeds. 
• Quality over quantity. No need to post once a day. Audiences appreciate quality over quantity — consider how you might set up a schedule so you’re regularly posting content but not overposting. Use analytics to determine the right cadence for your own brand. 

Finally, consider exploring new or unexpected social platforms to reach new audiences.

As HubSpot’s Senior Manager of Brand Social Kelly Hendrickson told me, “I expect we’ll see brands further exploring channels outside of the pay-to-play kingpins: Facebook and Instagram. With ongoing public scrutiny, a lengthy outage, and increased concern around data privacy when it comes to Facebook, brands may turn to channels that their audience trusts — channels like Reddit, Pinterest, and Discord.”

Navigating Social Media in 2022

Today, the world around us is constantly changing. And, although we think we know what to expect with social media, this list of trends is likely not exhaustive of what we’ll see in 2022.

As a social media marketer, the best thing you can do is to continue to research trends, online consumer behaviors, and your team’s social media data to determine which trends or strategies to lean into or how to navigate unprecedented online scenarios. 

One great place to start doing this research could be our HubSpot and Talkwalker’s recent Social Media Trends Report.

Along with insights and quotes from social media experts, our Social Media Trends Report walks through all the major 2022 trend predictions to know about, and how your brand can keep up. To see the free report, click here or the banner below.

Instagram has finally surpassed 1 billion users. Yes — that’s a billion with a B.

If your audience is active on the platform, the right ad can captivate their attention, drive leads, and, ultimately, increase your revenue.

But advertising on Instagram is more than posting a great picture. You need to set up campaigns, target the right audience, build a budget and posting schedule, and monitor performance — just to name a few.

To simplify the process, we’ve pulled together a checklist to help you set up a campaign, one step at a time.

How to Create Instagram Ads: A Step-by-Step Guide to Advertising on Instagram

If you’ve ever set up a Facebook ad, you’re about 75% of the way there. After Facebook acquired Instagram back in 2012, the platforms conveniently merged, making setting up Instagram and Facebook ads merely the difference of a couple clicks. So even though your intent is to run ads on Instagram, all of the ad setup, budgeting, scheduling, and creation is done through Facebook’s platform.

To start, log into your company’s Facebook portal and select the account you wish to use. (Note: To run ads on Instagram you’ll need to use a Facebook Page. Pages are specifically for businesses, brands, and organizations, while regular Facebook accounts are for personal use.)

1. Select an editor and create your campaign.

You can create Instagram ads using a few different tools:

• Ads Manager
• Power Editor
• Facebook Ads API

When choosing which tool to use, you’ll want to consider both your company size and the number of ads you plan to run at once. If you’re managing a large number of campaigns, or you’re looking for really precise control over your campaigns, you might want to lean towards the Power Editor. However, the Ad Manager suits most marketers’ needs, so that’s what we’ll use for the sake of this article. (For more on the Facebook Ads API option, check out this page.)

Once you’ve selected an editor, you’ll see an option to either view all campaigns, or create a new one. To get started with an Instagram ad, you’ll want to create a new campaign.

2. Determine an objective.

You’ll notice that there are several different campaign objective options to choose from here. However, in order for your ad to be eligible to appear on Instagram, you’ll have to choose from a slightly shorter list:

• Boost your posts
• Send people to your website
• Increase conversions on your website
• Get installs of your app
• Increase engagement in your app
• Get video views

For this article, we’re going to select: “Traffic.”

When you select this option, you’ll be prompted to name your campaign. This may seem like a simple task (and it is) but it’s a good idea to have some sort of naming convention or set process within your company. This will make it easier for you to keep campaigns straight as you continue to create them.

Here at HubSpot, we like to name them in this format:

Company Department | Content/Offer/Asset Being Advertised | Date | Name of Creator

3. Choose your audience.

If you’re just starting out with Instagram advertising, odds are you won’t know exactly which audience you want to go after. This will come with time, and you may just have to play around with it at first. (If you want tips to help you choose the right audience, check out this page.)

During this step, you’ll find that the platform’s built-in targeting can be as simple or as extensive as you need it to be, with options such as:

• Location
• Age
• Gender
• Language
• Relationship
• Education
• Work
• Financial Status
• Home
• Ethnic Affinity
• Generation
• Parents
• Politics (U.S. only)
• Life Events
• Interests
• Behaviors
• Connections

You can create what’s called a custom audience to reach people who’ve already interacted with your business, or a lookalike audience to reach new people on Facebook who are similar to your most valuable audiences.

The ads platform also allows you to save the audience you create to be used again at a later time, which can be good if you’re experimenting and want to remember the exact audience you used for certain campaigns.

In terms of the objective we selected — “send people to your website” — we’ll want to target a more specific group of people: the type of people who are actually going to be interested in the content we present.

To do this, you’d jump down to the “Detailed Targeting” section, and search for different demographics, interests, or behaviors that apply to your target audience. Here’s an example of a (very small) audience, just to show you the different ways you can target certain people:

To give you a sense of the audience you’ve chosen, Facebook provides an “audience definition gauge.” This gives you immediate feedback on how narrow or broad your audience is, as well as the estimated reach number of your ad. Since we didn’t add very much criteria to our targeting, you’ll notice that the audience appears “fairly broad.”

4. Set your placement.

This step is the biggest differentiator between setting up Facebook ads vs. Instagram ads. To move forward with the Instagram ad, you’ll want to uncheck all the boxes except for “Instagram.”

5. Make your budget and schedule.

You have the option to select either a daily budget or a lifetime budget for your campaign. The difference is this:

• Daily budget sets your ad up to run continuously throughout the day, meaning that the algorithm will automatically pace your spending per day. Keep in mind that there is a minimum daily budget depending on different factors in your campaign, usually around $1.00.
• Lifetime budget sets your ad up to run for a specified length of time, meaning the ads algorithm paces your spending over that entire time period.

The other aspect to setting your budget is setting your schedule. You’ll need to choose exactly when you want your campaign to start and finish running, down to the minute. There are also options to set parameters so that your ad runs only during certain hours of the day or during specific days of the week. You can find these options in the “Ad Scheduling” section.

Then, you can set your ad up for delivery.Here, you have three options that will influence who sees your ads.

• Link Clicks: Your ads will be delivered accordingly to get the most clicks to your website at the lowest cost. This is all based on the platform’s algorithm.

• Impressions: Your ads will be delivered to people as many times as possible. Ever see the same ad on your newsfeed all day long? That company is most likely using this option.
• Daily Unique Reach: Your ad will be delivered to people up to once a day. People may see your ad multiple times, but at least not multiple times a day.

Then, after you choose your delivery method, you will have to figure out your bid amount.

This determines how effectively your ad is delivered. When you look “behind the scenes,” you’re competing with other advertisers trying to reach a similar audience in a constant auction.

You can choose either Manual or Automatic. Automatic leaves it up to Facebook’s algorithm to deliver your ad — ideally getting you the most clicks for the lowest cost. Manual allows you to set a price for link clicks. If a link click is worth a lot to you, try setting a higher than suggested bid, and your ad will be displayed over a competitor with a lower bid.

You can choose to pay based on impressions or link clicks. This is up to you.

After that, you can schedule your ads. Here are the options you have for delivery:

• Standard: shows your ads throughout the day.
• Accelerated: helps you reach an audience quickly for time-sensitive ads.

(Note: the accelerated delivery option requires manual bid pricing.)

Finally, you’ll have to name your ad set so you can identify it in Ads Manager later.

6. Curate your ad creative.

This is where your creativity comes in. Here you’ll decide what you want your ad to look like, which will depend on your original objective, of course.

(Psst — Want to get a stunning Story auto-magically created for your brand? Check out StoriesAds.com, a free Instagram Story generator from HubSpot and Shakr. Click here to get started.)

On Instagram, you have a couple different options for your ad:

Single image or video, carousel, or collection.

Source

 

 

 

 

 

View this post on Instagram

 

 

 

 

 

 

 

 

 

 

 

A post shared by cocokind (@cocokind)

Up to five images or videos for the viewer to scroll through, at no extra cost.

Source

We actually ran some tests to see which type of ad performed the best for different purposes. Check out the results in here.

Once you pick your ad type, click on it and you’ll be prompted to browse and upload your imagery, whether that be images or a video.

For any ad type, the Facebook ads platform recommends you don’t include more than 20% of text. Previously, an ad with over 20% of text wouldn’t even be approved to run, but it has recently changed to more of a suggestion than anything. Learn more about the rules and guidelines here.

Some requirements for Instagram ad imagery:

File Type

• .jpeg
• .png

Text/Caption

• Recommended: 125 characters
• Maximum: 2,200 characters

Square Image or Video ad

• Recommended Image Size: 1080 x 1080 pixels
• Minimum Resolution Accepted: 600 x 600 pixels
• Image Aspect Ratio: 1:1

Landscape Image or Video ad

• Recommended Image Size: 1200 x 628 pixels
• Minimum Resolution Accepted: 600 x 600 pixels
• Image Aspect Ratio: 1:1

7. Build your page links.

The next step is to build your page and set up links. Select the Facebook Page of the account you want your ads to come from, even if you’re not planning on running them on Facebook. (If you’ve made it this far in the Ads Manager, you are already logged into a Facebook account.)

However, since our intent is to post ads on Instagram, you’ll need to connect your Instagram account to your Facebook ad account. To do so, click “Add Account” (you’ll need your Instagram username and password to do so).

If your business doesn’t have an Instagram account, you can still run ads on Instagram — they’ll just come from your business’ Facebook Page instead. In other words, your Facebook Page name and profile picture will be used to represent your business within your ad as it runs on Instagram.

Next is a very important step: putting in the website URL to which you’re trying to drive more traffic. If you’re using marketing automation software, be sure to create a unique tracking URL with UTM parameters for this to ensure that you’ll be able to keep track of traffic and conversions from this ad.

(HubSpot customers: Learn more about creating a tracking URL here.)

Next, you’ll add a headline. This is not usually displayed to viewers of your ad on Instagram, but it’s always a good idea to complete it just in case. Enter a brief headline describing where people will visit.

After making a headline, you’ll add a caption.

You have up to 2,200 characters — but you don’t have to use all of them.Facebook recommends you keep your text under 125 characters, which is the amount that’s displayed without needing to click “more.”

Select a Call-to-Action.

There are several different options for your CTA button, depending on what the page you’re taking visitors to looks like. You can choose to have no button, or select any of the following:

• Learn More
• Apply Now
• Book Now
• Contact Us
• Download
• Hope Now
• Sign Up
• Watch More

For our sake, we’ll stick with “Learn More,” as we’re just driving people to our website.

Once your image is uploaded and your text is set, check out the preview of your ad to make sure everything looks right.

At this point, you’ll have the option to edit the “Advanced Options,” but only if you wish. Advanced Options include adding tags, changing your display link, entering URL parameters, setting up sponsors, and opting in or out of pixel tracking.

Then, you’re ready to place the ad! Click the green button to confirm, and your ad will be presented to the world.

8. Report on the performance.

Once your ads are up and running on Instagram, it’s important to keep an eye on how they’re doing. You can go back in and tweak most aspects of the ad, so if you catch a mistake you made or your image isn’t doing as well as you’d like it to, you can go in and alter these things.

You can look at results of your ads in two places:

• The Facebook Ads Manager
• Your marketing software

In the Ads Manager:

There’s a sophisticated and extensive dashboard that provides users with an overview of all their campaigns. Without customizing any settings, you’ll find data on reach, cost per result, and amount spent.

In the upper right-hand corner, you’ll see a button that says “Columns: Performance.” If you click the drop down menu, there’s an option to customize columns, which allows you to choose the specific data you want to see. There’s data ranging from CPC or CTR, to things much more specific like “Adds to Cart” for ecommerce stores.

Here are the categories that the available metrics fall into:

• Performance (reach, results, frequency, etc.)
• Engagement (post likes, post comments, post shares, etc.)
• Videos (video views, average percent of video viewed, etc.)
• Website (checkouts, payment details, adds to cart, etc.)
• Apps (installs, engagement, cost per app engagement, etc.)
• Events (event responses, cost per event response, etc.)
• Clicks (unique clicks, social clicks, CTR, CPC)
• Settings (start date, end date, ad set name, delivery, bit, ad ID, and objective)

With your marketing software:

With so many metrics to track, it can be easy to lose sight of the big picture. To truly track your success, take advantage of your marketing software and the UTM codes you used in your ads to measure your ads’ full-funnel effectiveness.

Looking at the specific tracking codes through your marketing software will help you keep track of how many leads (or better yet, customers) you actually generated through your Instagram advertising campaign. This ROI information can then be used to inform other campaigns down the line.

If you’re a HubSpot customer, you can create unique tracking codes for your Instagram campaign by following the instructions here. All you’ll need to do is plug in the URL, attach a campaign, and choose the source you want the URL to be attributed to in your Sources Report.

Once your ad launches and you start getting traffic and conversions to your website, you’ll be able to easily track how many visits, contacts, and customers you’re generating.

With over 1 billion monthly users, there’s no denying Instagram’s power and reach. In fact, it’s become the go-to place for businesses to engage with their audience. But to get the most bang for your buck, it’s essential to set up your ad campaigns correctly — and optimize them even after you click “Publish.”

TikTok.

Clubhouse.

Twitch.

These are just some of the many new social media apps we’ve seen grow in popularity over the past year — and that’s along with all the ‘oldies but goodies’ like Instagram, Facebook, and Twitter.

The expanding list of popular social media platforms undoubtedly makes a social media marketer’s job harder: Which platforms will provide the highest ROI? Where’s your audience hanging out? And which ones aren’t worth the effort?

As the social landscape changes, HubSpot’s Blog team surveyed over 500 marketers to determine the biggest challenges social media marketers will face in 2022 — and how to prepare.

Let’s dive in.

5 Social Media Challenges Brands are Facing in 2022

1. Determining on which platform(s) you should market your brand.

In 2022, 26% of marketers say their biggest challenge will be determining which platform(s) they should invest time and resources.

This makes sense: The most popular social platforms aren’t always the best fit for your brand or business goals, so it can be difficult to determine which apps you should include in your marketing strategy.

To choose the right platforms for your brand, HubSpot’s Senior Manager of Social Media Kelly Hendrickson told me, “It all comes down to your audience. Who is your audience, and where do they spend their time on social media?”

She adds, “[Most] platforms share broad audience demographics data, so even without a study, you may be able to figure out where your low hanging fruit is. If it’s a bit harder to test out a few hashtags related to your business on various platforms to see where your audience is already participating.”

Alternatively, it’s helpful to consider which types of content your audience prefers. For instance, if you’ve conducted market research and found your buyer persona enjoys video content, then you’ve narrowed down your platform(s) to video hosting apps like YouTube, TikTok, and Instagram Stories — to name a few.

Finally, keep in mind your social media goals when choosing your platform. For instance, if your primary goal is to increase sales, then perhaps you want to test out targeted, personalized Facebook ads. If, alternatively, you’re hoping to expand your brand awareness, you might test out some newer platforms like TikTok or Clubhouse.

Additionally, in regards to TikTok, Instagram Reels, or Snapchat, Hendrickson told me, “The data shows that generally each of these channels skews towards a younger audience base. While that may seem less opportunistic if your audience is older, just remember, your audience of tomorrow may be on these platforms.”

2. Creating engaging content.

As a content creator, I can tell you firsthand: Creating content is hard.

And, apparently, most marketers agree. In fact, 24% of marketers say creating engaging content will be their biggest challenge in 2022.

Creating high-quality social media content is time-consuming, so consider how you might get the most bang for your buck by repurposing content across channels. For instance, if you take the time to create a 10-minute YouTube video on a topic, cut short snippets from the video to repurpose on short-form channels like Instagram Stories, Snapchat, or TikTok.

You can also create a social media post with some of the information you researched for the video.

Additionally, Rachael Samuels, the Senior Manager of Social Media at Sprout Social, believes dedicating time, resources, and headcount towards social media is vital for long-term success.

As she puts it, “The social landscape is becoming increasingly saturated with new networks and seemingly endless potential audiences to engage. Social teams of one are no longer enough to keep up with the demand.”

Samuels adds, “As consumer preferences and expectations continue to grow in the year ahead, social marketers require greater investment in their teams and resources to be successful. To get ahead of this challenge, brands must ensure social is prioritized as a critical communication tool and provide their teams with the resources needed to produce creative, relevant, and authentic content.”

Additionally, to truly see ROI from your social efforts, you’ll want to take the time to integrate it into every stage of the customer journey. Perhaps you can use certain platforms for support for existing customers, whereas you use others to reach new audiences.

Samuels says, “Having an integrated marketing plan that addresses social media at each touchpoint of the customer journey is critical for overall business success. When brands fail to invest in social and their respective teams, they run the risk of losing customers and perpetuating burnout.”

3. Finding ideas for new content.

23% of the marketers report that finding ideas for new content is their biggest challenge heading into 2022.

It can be tricky to consistently pitch new ideas for social platforms — particularly when social platforms feel overcrowded with content already.

While this isn’t an exhaustive list, here are a few social media content suggestions when brainstorming ideas for your 2022 calendar:

• Post your new blog on your Instagram Stories.
• Conduct a poll on Instagram.
• Share user-generated content on Twitter.
• Create and share website content on Facebook.
• On LinkedIn, post articles/stats about your industry.
• Highlight milestones of your company on LinkedIn.
• Create graphics for Instagram and Facebook.
• Show the faces behind the company on Snapchat or Instagram.

To combat this challenge, you also might consider using user-generated content to spruce up your pages. Alternatively, take the time to research what types of content are trending on which platform(s).

Christina Garnett, HubSpot’s Senior Marketing Manager, Offline Community & Advocacy, suggests researching what already exists when looking for new ideas. She told me, “In his book, The Creative Curve: How to Develop the Right Idea at the Right Time, Allen Gannett writes that ‘to create something novel you must know what already exists.'”

Garnett says, “When trying to find the new you must consume and see what kind of content is already available and then look for gap opportunities. Are there questions not being answered? Different perspectives not being shared? Maybe the content exists but not in a format that is tailored for a specific learner or audience.”

Garnett adds, “Once you determine what you can create, you need to determine who needs it, and how it can best be packaged to improve their experience. Content has the same need to find product-market fit as products and solutions do. In the pursuit of the novel, you not only need to determine what doesn’t exist, but why it doesn’t. Creating for the sake of creation isn’t enough when it needs an audience.”

While this research can be time-consuming, it can enable you to position your brand as a thought leader in your industry and will undoubtedly lead to new content ideas.

4. Measuring ROI.

In some instances, measuring ROI can be relatively easy — particularly when it comes to monetary value, such as how many sales you received from a specific Facebook ad.

But when your social media goals involve more abstract concepts, such as “increase brand awareness”, it can be difficult to quantify and measure your campaign’s success.

22% of those surveyed agree that measuring ROI is their biggest challenge as they enter 2022.

Fortunately, measuring ROI across social platforms can be done, but it’s not straightforward. Take a look at HubSpot’s free lesson, How to Measure Social Media ROI, to learn more about how to track social media ROI when it comes to building brand loyalty, retaining customers, protecting your reputation, and more.

5. Creating content that generates leads.

Finally, 22% of those surveyed report creating content that generates leads to be their biggest challenge as we enter the new year.

To create a strong social media lead generation strategy, consider driving your audience from certain social platforms back to dedicated landing pages, or track clicks on specific CTAs for each campaign.

For instance, if you’re running a campaign aimed at driving revenue towards a new product offering, you’ll want to create a product landing page that you link to on each of your social profiles. Then you can track how many clicks come from each page, and alter your strategy accordingly. (If you see most clicks coming from Facebook, perhaps you put paid advertising behind your Facebook strategy.)

Alternatively, if you’re hoping to drive sign-ups for an email newsletter, you’ll want to create a CTA for social pages that drives your social audience to sign-up for your newsletter.

Social media advertising is another powerful way to generate leads through social media.

However, it’s important to keep in mind — to create truly unique social media ads, you’ll want to ensure those ads seem spontaneous and casual.

As Talkwalker’s CMO Elena Melnikova puts it, “The challenge will be brands, used to producing highly-polished commercials, creating ads that come across as spontaneous.”

“Too commercial, and this young audience will scroll past your brand, looking for the next dance routine. Read the room. Follow the trends. Be spontaneous.”

Melnikova adds, “Savvy brands will work with influencers to create content. And with the majority of TikTok influencers being Gen Z, they’ll understand how to ensure their content stands out, and increase a brand’s engagement figures.”

And there you have it! The biggest five challenges facing social media teams in 2022.

Now that you know which challenges you might be up against, take the time to brainstorm unique solutions that will help you level up your social media strategy into 2022 and beyond. 

2021 was a big year with advertisers, as they managed the remnants of the COVID-19 crisis and pandemic along with growing data privacy concerns.

So, how exactly did advertisers fare in terms of strategy, challenges, and ad spend? To help you prepare for your 2022 strategy, we’ve gathered 27 stats.

You’ll learn which strategies advertisers are leveraging today, which ones they plan to invest in, and the challenges they faced and may face in 2022.

Current Ad Strategies

• 84% of marketers’ companies run marketing campaigns and for 42% of respondents, advertising products is one of their main goals. (HubSpot Blog Research)
• This year, print advertising was a low priority for marketers, with only 19% of marketers leveraging it. It was also one of the least effective channels for advertisers. (HubSpot Blog Research)
• Paid social is a top paid channel for marketers. (HubSpot Blog Research)
• In terms of account-based marketing (ABM), paid ads were one of the top three tactics marketers used, behind creating custom content and identifying target contacts/roles. (HubSpot Blog Research)
• In 2022, 21% of marketers plan to leverage paid social for the first time. (HubSpot Blog Research)
• In 2022, around 66% of advertisers plan to respond to data depreciation by 1) learning how to leverage their data in privacy-forward ways, 2) demanding more data transparency from partners, and exploring the adoption and experimentation of artificial intelligence. (Forrester)
• Advertisers plan to leverage AI for privacy-safe targeting, identifying conversion-ready audiences, and dynamic creative optimization (DCO). (Forrester)
• Around 18% of advertisers plan to divest from print advertising and direct mail (HubSpot Blog Research)
• Some advertisers will also divest from physical ads, such as signage and billboards. (HubSpot Blog Research)

Pro-tip: For your ABM needs, consider Terminus (formerly Sigstr). The platform allows you to create and target custom account segments, keep your team in the loop through connected data and insights, and measure your success in a user-friendly dashboard.

Advertising Challenges

In the past two years, data privacy has become a top concern for both consumers and marketers. In 2020, we faced the death of the third-party cookie, with Chrome blocking this type of data tracking. In September 2021, Apple announced that the IOS 15 update will affect marketers’ ability to track user behavior.

All of this has translated into challenges in paid media and many of them listed below relate to data privacy:

• 65% of advertisers are confident in their creative assets while only 26% are confident in their targeting abilities and only 10% in media. (Forrester)
• 87% of advertisers believe traditional targeting and tracking methods are at risk today due to data privacy concerns and policies. (Forrester)
• 64% of advertisers fear a loss of consumer trust in their ads, which can translate into a decrease in brand loyalty. (Forrester)
• Most advertisers (91%) believe consumers expect more personalized and engaging ads. However, 87% of advertisers say stricter data privacy implementations have made it harder to scale personalized ad experiences. (Forrester)
• 85% of advertisers say they have a ton of data but struggle to find privacy-friendly ways to use it. (Forrester)
• In 2021, U.S. advertisers spent $153.2 billion on internet ads, $81 billion more than on TV ads. (Statista)
• Paid media is the number one place advertisers plan to allocate their marketing budget in the next year. (Not Another State of Marketing Report)
• Total ad spending declined year-over-year by 1.2%, driven by a dip in traditional ad spending. (eMarketer)
• B2B digital advertising is expected to reach $12.6 billion in 2022. (Statista)

Ad Spend and Budgeting

• In 2021, U.S. advertisers spent $153.2 billion on internet ads, $81 billion more than on TV ads. (Statista)
• Paid media is the number one place advertisers plan to allocate their marketing budget in the next year. (Not Another State of Marketing Report)
• Total ad spending declined year-over-year by 1.2%, driven by a 15.7% contraction in traditional ad spending. (eMarketer)
• B2B digital advertising is expected to reach $12.6 billion in 2022. (Statista)

Looking Forward

With data privacy becoming a big part of the conversation surrounding paid media, recent data suggests that the big focus moving forward is finding privacy-friendly ways to target users and track performance.

• In 2022, around 66% of advertisers plan to respond to data depreciation by 1) learning how to leverage their data in privacy-forward ways, 2) demanding more data transparency from partners, and exploring the adoption and experimentation of artificial intelligence. (Forrester)
• Advertisers plan to leverage AI for privacy-safe targeting, identifying conversion-ready audiences, and dynamic creative optimization (DCO). (Forrester)
• Around 18% of advertisers plan to divest from print advertising and direct mail (HubSpot Blog Research)
• Some advertisers will also divest from physical ads, such as signage and billboards. (HubSpot Blog Research)
• In 2022, 21% of marketers plan to leverage paid social for the first time. (HubSpot Blog Research)

As you think about AI and its impact on your advertising strategy, consider the ad platform AdRoll. It uses AI to personalize product recommendations on various channels, including the web and email. AdRoll also supports other tools so you can connect your ad ecosystem simply and easily.

With a purchasing power of more than $143 billion, Gen Z is expected to shake up the retail industry.

Although many in Gen Z are earning their first paychecks, entering college, or just joining the workforce, studies show that the generation shops and spends money much differently than its millennial predecessor.

While millennials and past generations were more loyal to brands, Gen Z is more interested in buying products that will give them the best value based on their price. Gen Zers also admits to being more impulsive in their shopping habits than older generations.

A Breakdown of Generation Z’s Spending Habits

When it comes to the total share of spending, Gen Z accounts for an estimated five percent in the U.S., according to Afterpay’s 2021 Next Gen Index. However, that number is expected to grow 10% by 2030, as most will be entering the workforce.

With every age group, generation Z’s spending habits declined at the onset of the COVID-19 outbreak. However, the Afterpay report reveals that Gen Z recovered faster than older generations.

So what are they doing right now? Well, they’re shopping more online.

A 2021 Consumer Culture Report by 5WPR found that Gen Z is now spending 43 minutes more per on online shopping than they did before the COVID-19 outbreak.

They (77%) say online shopping allows them to discover products from new or small companies they wouldn’t find in person. Only 38% say they prefer in-store shopping.

The number one place Gen Z lives online is YouTube. It’s where they spend their time but also where nearly half (47%) research products they’re interested in purchasing, according to the report. Instagram comes next, followed by Snapchat, then TikTok.

The report also suggests that Gen Z is the most passionate when it comes to buying products from brands that align with their values. The study found that 45% of Gen Z have boycotted a business and 36% enjoy buying products that display their social and political beliefs.

Another thing we can expect from Gen Z is their reliance on influencers to recommend products.

A 2021 Survey Monkey report found that this generation trusts influencers the most, with 11% using them as their trusted source for product recommendations – compared to 7% in millennials and 3% and lower in 40+ consumers.

To help brands market to Gen Z when they reach full purchasing power, here’s what we expect them to invest in over the next year.

5 Things Gen Z Will Spend Money On

According to a 2021 Consumer Culture Report by 5WPR, Gen Z is prioritizing electronics and technology along with health and wellness.

Conversely, Millennials and those from older generations prioritize travel and experiences, home goods, and furniture.

Based on additional research, we also found that Gen Z also pays special attention to small businesses. They are also willing to wait for a good discount before making a purchase and take advantage of buy-now-pay-later purchasing options.

Let’s dive into each category below.

1. Electronics and Technology

Gen Z will occasionally splurge on technological experiences that help them have fun, such as video games. In fact, a 2019 study found that two-thirds of Gen Z men say gaming is a “core component” of who they are.

While you might worry that Gen Z isn’t worth marketing to because they won’t splurge on your products, this age group certainly can be persuaded to make larger purchases that offer fun experiences or improve their daily lives.

But, even though they will invest in higher-priced products, Gen Z will still need thorough convincing before pulling out their wallets. It’s incredibly important for brands targeting Gen Z to create content that demonstrates why the age group needs their product, how the product could solve daily boredom or woes, and why it’s better than a competitor’s.

For example, although some consumers might consider Fitbit fitness trackers frivolous, this brand does a great job of explaining why its product can be a necessary tool to use within a fitness routine.

On social media, Fitbit gives facts about why walking and cardio – two activities the bracelet can track – are important to health. And, in a November blog post, Fitbit more deeply connected its product to health needs by discussing how its reporting software could help people communicate better with their doctors.

While Fitbit doesn’t claim its product is necessary for health, the brand shows audiences how the product can be used to help them track their fitness needs and progress.

When a pessimistic or budget-conscious Gen-Z member researches Fitbit, they might find its content informative and helpful. From there, if they’re interested in a healthier lifestyle, they might realize that Fitbit is a credible brand that could help them with their fitness needs.

2. Discounted Goods

Eighty percent of Gen Z surveyed in 5WPR’s report say they will wait for an item to go on sale before buying it.

Why is Gen Z so conscientious about their spending habits? Mounting research suggests that the age groups’ thoughts on money link directly to the economic era they were raised in.

While millennials grew up in more stable financial times, most of Gen Z’s earliest memories took place during the U.S. recession. Much of this generation grew up in highly budgeted households or saw how their families were impacted by economic troubles.

Meanwhile, a large percentage of millennials, as well as those in other age groups, are able to recollect times where their economy was booming.

Organizations including the Pew Research Center say these eras have psychologically molded how each generation thinks differently about money. While researchers believe both millennials and Gen Z are money conscious, with goals of avoiding financial instability, millennials are considered to be “more optimistic” future finances.

As Gen Z ages, studies and purchasing behaviors hint that they haven’t been able to shake their concerns of financial instability. Much research shows that to get Gen Z to invest in a product or service, the offering needs to be so valuable to them that they can justify purchasing it.

A recent Business Insider report revealed that Gen Z isn’t easily persuaded by a logo when it comes to clothing. In fact, unlike other generations, brand loyalty is one of the last things they think about when making a purchasing decision. What the generation does focus on is price and value.

In the report, a 20-year-old named Amanda Chermin explained, “I can’t afford nicer brands of clothes – I like to save and would rather have money in the bank than be broke.”

Instead of splurging on the hottest brand from New York Fashion Week, the age group is more likely to purchase cheaper clothing that’s either not from a name brand, on clearance, or re-sold.

Or they’ll buy now and pay later (BNPL).

Millennials are the leaders of the BNPL model but Gen Z is growing the fastest, accounting for 14% of users on Afterpay in the U.S.

80% of Gen Zers who use the software spend it on fashion. However, wellness, beauty, and recreation are other top categories.

Although they aren’t loyal to the same stores and brands millennials zoned in on, Gen Z still feels pressure to buy and wear clothing that’s considered good quality or fashionable. Aside from purchasing affordable clothing, the need to look their best has also led to many in Gen Z to invest in clothing rental services or try-before-you-buy shopping experiences.

Although Gen Z is expected to spend less money on clothing than other generations, researchers believe they still feel pressure to look good in front of their peers. These pressures, which might stem from social media, school, work, or social environments will still drive the age group to clothing stores or ecommerce sites. While retail marketers should expect shifts in spending behaviors from this generation, Gen Z will still buy clothing that looks good on them, is good quality, and has an affordable price.

The themes related to clothing purchases are important to keep in mind — even if you aren’t marketing clothing products. As we’ve established, Gen Zers are always looking for a good bargain and won’t use just a brand name to justify a purchase.

Regardless of how popular or well-known your brand is, you’ll still need to highlight why your products are better than cheaper versions from competitors.

Although your logo might not persuade Gen Z to buy your product, you can still use authentic brand trust and popularity to your advantage. Although Gen Z is budget-conscious, they also care about what their peers think of them. This means that they might still feel a need to splurge on a product, such as a clothing item if they know that people in their age group have it.

If you’re marketing to Gen Z, consider asking popular influencers or happy young adult customers to discuss your product on social media. An authentic product review will not only build a sense of brand trust, but it will also show Gen Z audiences that the product is popular and being used by people they follow.

From there, a Gen Z member might research or purchase a product simply because it’s more popular or has better reviews than a cheaper alternative.

3. Health and Wellness

In 2019, a survey found that Gen Z was more concerned with mental and physical health than older generations. Today, that still rings true.

Health and wellness is the second-highest category Gen Z spends on, according to 5WPR’s 2021 consumer report mentioned earlier.

In fact, this group seems to be leaders in the wellness movement building over the past few years, which promotes awareness surrounding mental health, ethical food sourcing, other related wellness issues.

For instance, WSL reported that Gen Zers are more likely to use natural remedies than traditional medications, seven points higher than Millennials. They’re also less likely to eat fast food.

The article also highlights how Gen Z also invests more (5% to be exact) in wellness than Millennials, a data point that’s reflected in 5WPR’s 2021 Consumer Culture Report.

4. Small Businesses

Since January 2020, small business spending has increased more than 260% for Gen Z on Afterpay, 80% higher than Millennials.

This conscious effort likely stems in part from the recent pandemic, as many small businesses struggled to survive.

In a June 2021 survey conducted by Sendinblue and CITE Research, 46% of Gen Z consumers said they purchased more from small businesses than pre-pandemic.

Most were driven by the ability to build a strong bond between consumers and contribute to the local economy.

Another interesting reveal is that consumers are more willing to share their data with small businesses, in exchange for discounts and deals. Another caveat is that brands must share how the information will be used.

This is great news for small businesses that are figuring out how to reach Gen Z consumers. It’s an invitation to be more transparent about your business and not be afraid to show what’s happening behind the scenes.

5. Education

Another key component of generation Z’s spending habits is education.

While millennials are one of the most highly educated age groups, Gen Z is on track to have the highest level of education.

In 2020, the Pew Research Center reported that college enrollment is more likely in Gen Zers than Millennials and Gen Xers at a comparable age. They’re also more likely to have a college-educated parent.

At this point, Gen Z’s already been shown to start saving for college at a much younger age than millennials.

As members of the generation enroll in college or begin to spend their own money, news outlets have predicted and reported bursts in school-related purchases fueled by Gen Z shoppers.

Aside from purchasing supplies, Gen Z is also likely to invest in courses or educational programs that will advance their future earnings.

From 2019 to 2020, Gen Z learners watched 50% more hours of educational content on LinkedIn. They also spend 12% more time honing hard skills on LinkedIn Learning than the average learner on the platform.

Ultimately, many researchers believe that Gen Z’s interest in academia is rooted in their need for financial stability. Many in the age group believe that a good education will lead to a great job with high pay.

As a marketer, it’s important to keep Gen Z’s budgeting and educational goals in mind. This generation wants to learn new things, is saving for college, and prioritizes investments that better their future. You’ll need to convince them that your product is worth buying – even when they’re putting most of their money into a college fund.

As you create your product promotions or campaigns, consider how your product could help or benefit the experiences of someone planning for college, college students, or young professionals.

If your product isn’t specifically geared toward education, your campaigns could zone in on how it could improve a college or work-life experience.

For example, if you’re marketing furniture, you could create a promotion that highlights products that would fit in an apartment or dorm room. Or, if you market a clothing company, you could highlight clothing items that could be worn in a job interview in a blog post on your website.

Aside from creating content that directly links your product to career interests or academics, you can also lean into Gen Z’s need to learn new things by developing educational content that teaches audiences about your industry.

After viewing your educational content, audiences might want to learn more about your product and develop a stronger sense of trust for your brand. Later, if they’re interested in buying a product related to your brand’s industry, they might consider your brand first.

If you want to leverage educational content, keep the age range of your audience in mind. While younger members of Gen Z might be primarily interested in B2C brand content due to their college or high-school age, Gen Zers entering internships or the workforce might value educational B2B content that can show them how to get ahead in their industry.

How to Market Based on Gen Z’s Spending Habits

Based on research noted above, Gen Z is less likely to splurge on frivolous products or brand names. As a marketer, hearing about these mounting studies might make you nervous.

But, in the long run, the consumer trend of putting value first shouldn’t scare or shock you. In fact, it should motivate you to ask, “How can I provide better value to my customers?“

Although Gen Z might seem more budget-conscious, this doesn’t mean they won’t buy anything from you at all. In fact, many of your most frugal prospects will still buy, invest in, or splurge on your brand’s offerings if they seem valuable, help them solve pain points, or provide a positive, memorable experience.

Ultimately, bettering your brand, focusing on the customer experience, and promoting positive company reviews will go a long way with Gen Z and all other audiences.

Editor’s Note: This post was originally published in July 2020 and has been updated for comprehensiveness.

Remember when “surfing the net” meant traversing a minefield of unwelcome pop-up ads? When “digital advertising” referred almost exclusively to obnoxious flashing banners and random sidebar ads?

Online ads have matured a lot since those days, but it’s still important to look back at the flashy, gaudy, sometimes messy origins of internet advertising to better understand where we’re headed — and where there’s still room for improvement.  

Check out a condensed history of online advertising below.

The History of Online Advertising

1994: The first banner ads appear

Image credit: Wired

On October 27, 1994, the world of advertising was forever transformed by a small graphic bearing the presumptive words, “Have you ever clicked your mouse right here? You will,” in a kitschy rainbow font. The age of banner ads had officially begun.

You can thank (or blame?) Wired magazine’s former online off-shoot HotWired for introducing the world to the enduringly ubiquitous banner ad. HotWired was a digital publication, and it needed a way to generate revenue to pay its writers.

The publication devised a plan to set aside portions of its website to sell space to advertisers, similar to how ad space is sold in a print magazine. They called the ad spaces “banner ads,” and charged advertisers an upfront cost to occupy the real estate for a set time period — very different from today’s pay-per-click model. 

AT&T paid HotWired $30,000 to place the banner ad above on their site for three months. The ad enjoyed a click-through-rate of 44% — a number that would make most marketers balk in disbelief today. To put that in perspective, the average clickthrough rate on display ads today — 22 years later — is closer to 0.06%. 

Users enticed to click the mysterious banner were transported to a very early landing page for AT&T. Visitors could click links to view information about landmarks and museums around the world to highlight the internet’s ability to transport you to different locations virtually.

Craig Kanarick, one of the digital consultants hired to work on the campaign, remembers the team’s goal was to make an ad that didn’t feel like an ad, and actually offered valuable content to users. “Let’s not sell somebody something,” he recalled thinking, “Let’s reward them for clicking on this thing brought to you by AT&T.” 

The banner ad concept blew up as a way for websites to keep their content ungated and free for users, and it wasn’t long before other companies — such as Time Inc. and CMP’s Tech web — were seeking out advertisers to lease banner space as a sustainable way to scale their sites. 

1995: Display ads become increasingly targeted 

As banner ads continued to gain popularity, advertisers became increasingly interested in targeting specific consumer demographics, rather than just placing their ads wherever space was offered and hoping the right people would see it. This led to the beginning of targeted ad placement.

WebConnect, an ad agency that specialized in online ads, began helping their clients identify websites their ideal consumers visited. Now, companies could place ads where their target demographics were more likely to see them.

This was nothing short of revolutionary in the digital advertising space. Not only were companies reaching more relevant audiences, but websites hosting the ads were also able to display banners that were more applicable to their visitors.

WebConnect also introduced the CustomView tool, which capped the number of times a particular user was shown a single banner ad. If a user had already seen an ad a certain number of times, they would be shown another ad instead.

Users tend to stop noticing a banner ad after they’ve seen it before, so capping the number of times a user sees an ad helped early online advertisers prevent “banner fatigue.” Ad frequency capping is still a common display ad tactic advertisers use today. 

1996: ROI tracking tools begin to improve 

In 1996, banner ads plastered the internet, but advertisers still didn’t have a good process to determine if these ads were actually driving tangible results for their businesses. Marketers needed a way to more efficiently manage their display ad campaigns across multiple websites and report on how users were interacting with their ads.

Doubleclick emerged on the scene as one of the first ROI tools for banner ad campaigns. They offered advertisers a new service called D.A.R.T. (Dynamic Advertising Reporting & Targeting), which enabled companies to track how many times an ad was viewed and clicked across multiple websites.

The most impressive feature of D.A.R.T. was the fact that advertisers now had the ability to track how their ads were performing and make changes to a live campaign. Previously, advertisers needed to wait until a campaign was completed before they could analyze the results and optimize their next banner for better performance. If an ad was performing poorly, they were forced to wait it out.

With Doubleclick, advertisers could see if an ad’s performance was suffering midway through a campaign, and they had the option to make changes. For example, if a marketer noticed their ad was underperforming on one website, they could remove the ad and devote those resources to another website where the ad was performing better.

Doubleclick’s success also gave rise to a new pricing model for online advertising: Cost per impression (CPM). Previously, websites were paid a flat fee to host banner ads for a predetermined time period. With improved ad tracking, banner pricing transitioned towards an ROI-based model.

1997: Pop-up ads quickly rise and fall 

It would be an understatement to say that pop-up ads suffer from a poor image problem. They’ve been called internet’s original sin and the most hated advertising technique, and one of the original developers has even apologized for creating the underlying code that unleashed them upon unsuspecting web surfers. Even so, these much-maligned ads hold an undeniable place in the history of online advertising.

So who created the very first pop-up? Before you get your pitchforks and torches out, you should know their intentions were good. Ethan Zuckerman, then a developer for Tripod.com, is widely credited with creating the code that enables pop-up ads to open up a new browser window.

“It was a way to associate an ad with a user’s page without putting it directly on the page, which advertisers worried would imply an association between their brand and the page’s content,” Zuckerman wrote in the Atlantic.

Amidst dwindling banner ad clickthrough rates in the late 1990s, pop-up ads first seemed like a way to save online advertising and capture the attention of increasingly ad-blind users. And while pop-ups did force users to pay attention, they didn’t actually translate to real ROI. By the early 2000s, it was standard for web browsers to come with pop-up blocking features.

1999 – 2002: Advertisers turn to paid search and pay-per-click

By this time, the web was expanding rapidly and users needed a better way to navigate the terrain. With search engines steadily gaining popularity, advertisers looking to create ads that were more targeted and less loathsome turned to sponsored search as the next digital advertising frontier.

In 1999, GoTo.com — an emerging search engine company that would later be acquired by Yahoo — introduced the first pay-for-placement search engine service. Advertisers were given the opportunity to bid for top search engine results on particular keywords. Despite some initial outcries that paid search would lead to corrupt results, GoTo.com was able to monetize their search engine through the model.

Pay-for-placement eventually evolved into pay-per-click. Companies bid on search result placement on a per-click basis: e.g., I’ll pay GoTo.com $1 per click if you put my company as the top search result. This led to search results that were largely determined by how much a company was willing to pay. The highest bidders were usually listed first, even above more relevant content, and it was unclear to users which results were paid and which were organic content.

The user experience of paid search was suffering, and one up-and-coming search engine thought they could fix it. Google introduced AdWords in 2000, originally under a pay-for-placement ad model. Google wanted to create a sponsored search experience that generated revenue without compromising the quality and relevancy of search results.

While previous paid search models like GoTo.com relied on bids from advertisers to determine search rankings, AdWords introduced a Quality Score model, which took into account an ad’s clickthrough rate when determining its placement on the search results page. Even if an ad had a lower bid, it would still appear above other, less relevant paid ads in search results thanks to its high clickthrough rate. The Quality Score model is still used today.

2006: Digital ads become hyper-targeted

As social media platforms picked up steam in the mid 2000s, advertisers sought a way to integrate ad content in a way that was both effective and non-intrusive. Marketers wanted a plan of action to reach younger internet users who were increasingly unswayed by banner ads and spending most of their internet time on social networks.

After previously resisting ads on its site, Facebook started working with advertisers in 2006 as a way to increase the young company’s profitability. They started with small display ads and sponsored links, and eventually moved onto ads targeted to a user’s demographics and interests. Despite some controversies along the way, Facebook has proven itself to be a targeted ad pioneer, changing the way that companies reach their desired audiences online.

“Our strategy is much less [about] increasing the volume of ads and much more about increasing the quality of the content and the quality of the targeting to get the right content to the right people,” Facebook founder Mark Zuckerberg said in 2014.

Targeting consumers with relevant ads — rather than bombarding them with a large volume of ad content — has become a standard practice for online advertisers, particularly on social media. Beyond Facebook’s targeting efforts, other social networks such as Twitter, YouTube, and Google+ focus on providing an advertising experience for users that doesn’t feel aggressive or impersonal.

2010 – present: Marketers find value in native ads

Around this time, a new group of media companies began to emerge. Websites like BuzzFeed and Mashable presented advertisers with new opportunities to connect with their audiences through sponsored content and native advertising. 

Advertisers pay to produce articles, videos, and other types of content for news, media sites, and Google.

While the goal of the content is to promote the business, the format looks and feels less like an ad and more like a regular piece of content on the host’s website.  

Instead of relying on ads that disrupt their target audience’s online experience, native advertising allows marketers to create promotional content that supplements a user’s online experience. “Marketers interested in targeting ads to specific consumers in an unobtrusive fashion should seriously consider spending some time on native,” Mimi An concluded in a HubSpot Research study on native advertising.

Websites that traditionally generated revenue from display ads began to realize that they could create a better user experience by relying primarily on native ads — rather than traditional display ads — without compromising on ad revenue. 

The Future of Advertising

That’s a look back at the history of online advertising — but what about the future?

According to recent data from HubSpot Research, 91% of respondents say ads are more intrusive today compared to just two to three years ago. It’s clear that the future of digital advertising pivots on developing a targeted ad experience that offers consumers relevant content without feeling nosy or invasive.

To get the full scoop on the current state of digital advertising and how your company can keep its ad strategy relevant, download HubSpot’s State of Inbound report here.

No matter what your service or product is, you need to get in front of potential customers in order to make the sale. Many businesses put their faith in social media.

While social media platforms are an amazing way to get in front of people, they have two major drawbacks. First, you may have tens of thousands of followers on your platform of choice. However, thanks to algorithms that few (if any) humans understand, you only reach a small percentage of those followers with any given post.

Second, what happens if that platform ever goes away? Don’t think for a minute that you’ll receive a neat list of contacts. If a platform ever shuts down, your audience will evaporate in seconds.

Fortunately, knowing this is half the battle. Now that you understand that you don’t “own” your contacts through social media, it’s time to look at how to safeguard your audience and take ownership of and responsibility for their contact information and data.

This is called Database Marketing and you’re about to learn why it’s essential to your business as well as how to utilize it properly.

What is database marketing?

Before our digital landscape became as vast as it is, businesses would collect names and addresses and send out direct mail pieces like postcards, brochures, flyers, etc. to potential and existing customers.

While traditional direct marketing still exists and can be an asset to your business, digital options give business owners a world of choice when it comes to reaching their audience. It allows you to figure out how customers want to be marketed to and then give them what they want.

Database Marketing is where businesses collect customer data such as:

• Names
• Addresses
• Phone numbers
• Purchase history
• Customer support history

Once collected, this information is used to create personalized experiences for each customer and house personal and buying information about them.

The Benefits of Database Marketing

Now that you understand what database marketing is, you can determine if it’s right for you.

Hint: It’s probably right for you.

No matter the size of your business, keeping your database fresh, constantly adding to it, and nurturing it is absolutely essential to your business success. You’ll see a variety of benefits, such as:

1. “Own” your contacts.

Information is power, and when you put all of the power in the hands of social media platforms, you put your future in jeopardy. Social media is wonderful and should be a part of your marketing plan, but it shouldn’t be the whole plan.

2. Speak directly to your audience members.

It’s so loud out there! It’s impossible to turn on the television or the radio, or surf the web without being bombarded with marketing and sales messages touting the next best thing that you absolutely must have.

These messages are meant to cast a wide net and reel in any customers they can. You, however, are savvy. You know that in order to be “heard” above the noise, you’ll need to adjust your messaging to your specific audience. Database marketing allows you to do this.

3. Identify avatars or buyer personas.

Who is your best customer? How do they live? What keeps them awake at night? What problem of theirs have you been able to solve? Where can you find more people just like them?

Database marketing allows you to understand your ideal customer and then target individuals who “look” just like them on paper.

4. Segment your buyers.

Create different “audiences” based on their demographics, behaviors, and buying history. This helps you understand them better and offer them more of what they want and less of what will lose their attention.

5. Create loyalty programs that inspire repeat purchases.

Figure out what is the best channel and time to contact your customers so you receive maximum engagement.

6. Kick your customer service into high gear.

Give your staff the opportunity to view all of the interactions a customer has had with your brand.

Database Marketing could be the answer to your business prayers. Of course, like anything, you have to do it properly to see a good return on investment. For that, we need to look at building a database marketing strategy.

Avoid These Pitfalls of Database Marketing

Before we dive into strategy, let’s look at a few challenges you may encounter with database marketing.

1. Data Decay

People move, change jobs, change names, abandon email addresses, and start new ones. Life changes like these could render their information relatively useless.

2. Data Accuracy

Typos happen. Sometimes accidentally, but sometimes purposefully. Some customers know that you’ll be sending them marketing emails once they provide an email address, and they don’t want to hear from you.

That’s okay. If they don’t want to hear from you, you don’t actually want to reach them because they aren’t your ideal audience.

While there’s no easy way to avoid purposeful typos, avoiding accidental errors is possible with drop-down choices instead of blank comment boxes. You can also confirm people’s information when you speak with them.

It’s important to clean up your database frequently, purging contacts with out-of-date or inaccurate information, and merging contacts with multiple profiles. This allows you to focus on reaching the people who could be your next customer or client and take care of those who already are.

3. Using Customer Data Quickly and Appropriately

If you’ve ever received an email two years after doing business with someone, it’s probably come as a shock. Chances are, they don’t update their database in a timely fashion so they completely missed the window to build rapport with you after that first interaction.

Don’t make this mistake. Once you receive information, greet them in some manner and then touch base with them on a regular schedule to nurture the contact. You’ll also want to keep their information to yourself.

Tips for Building a Database Marketing Strategy

Without a strategy, you’ve just got a whole lot of pointless data. Put your database to work for you by creating a sound strategy from the very beginning. Here’s how:

1. Identify who you want to reach.

Who is it that you’d like to do business with and what do they look like on paper? This can include demographics like age and gender, marital status, income level, and location. It might also include psychographics such as their interests, activities, and opinions.

Create an ideal customer profile or persona and then use this to determine what information you need to capture for your database.

2. Make it a team effort.

While it may have “marketing” in the title, database marketing can be influenced by multiple departments in your organization. The marketing, sales, and customer service or support departments all have contact with potential and existing customers. Look for feedback from them to build the most effective database.

3. Use the right tools.

There are countless database marketing software options out there to meet your needs. Do some research, ask for recommendations, and find one that suits your business best. Once you’ve chosen a solution, provide your employees with the training they need to utilize it fully.

4. Gather customer data.

Now that you know how you’re collecting data, it’s time to decide what you need and get started. The options are endless, however here are a few things to consider:

• Demographic Data – This includes gender, age, marital status, parental status, health, and financial status.
• Psychographic Data – This includes interests, actions, and opinions. What do they value? What type of lifestyle do they lead?
• Acquisition Data – Through what channel did they enter?
• Technographic and Activity Data – How do they connect with your brand? Is it through a desktop or mobile device? Android or iOS? Do they use your website, social media pages, or a mobile app to interact with your brand?
• Transaction and Correspondence Data – How often do they purchase from you and what do they buy? Have they reached out outside of a sales situation for assistance of any kind?

5. Keep your data clean and safe.

As we mentioned before, it’s very easy for data to become outdated and useless. Review it frequently and back it up so if something happens to your database, your entire customer history is not lost.

6. Don’t be creepy.

You can find out a lot about people on the internet. Just because you can doesn’t mean you should. Respect your customer’s privacy and don’t collect or brandish information on them that won’t help serve the end goal of earning the customer and serving them better.

Examples of Database Marketing

Database marketing can be used in a number of ways and really depends on your needs and goals. Here are just a few of the ways you can incorporate database marketing into your business.

Provide amazing customer support.

Acquiring customers is important, but if you can’t keep them, you’re just spinning your wheels. Your customer service team should have access to your customer database. This allows them to review a customer’s buying history when they call in with an issue.

Imagine knowing exactly what product they are calling about and expressing your ability to help with that product before they even launch into the problem. Your approach will be personalized and will save them time explaining.

For example: “Thanks for calling. I see that you just purchased our new state-of-the-art alarm system. I can help you get that set up today.”

Know what products and services your customer needs.

Having a chat about the weather is a great way to build rapport with a customer or potential customer. Do you know what’s an even better way? Not trying to sell them things they don’t need.

For example: Looking at a customer profile, you can see that they live in a high-rise apartment, have no pets, and have small children. You can skip trying to sell them the latest doggie door.

Identify your best customers and potential upsells.

When you understand who buys frequently and in large amounts, it becomes easier to identify options for upsells.

For example: Perhaps your customer has received a wine-of-the-month for two years now. You’ve just started a cheese-of-the-month add-on. You can target them with emails designed to introduce this new product opportunity.

There are a variety of ways to reach your existing and potential customers. A well-rounded marketing plan will include many of these. However, if you’d really like to get the most bang for your marketing buck, make sure that you include database marketing.

You’ll reach the customers you want to reach, and learn how to speak to them in a way that helps them hear what you’re saying. Your database will be the gift that keeps on giving.

There are two types of employees – “exempt” and “non-exempt.” You might’ve seen these terms on job postings, or heard them in conversation.

If you aren’t sure what they mean, don’t worry. Trying to understand labor laws can be confusing, especially if you’re new to the workforce. — We’ve broken these terms down to help you navigate the exempt vs. non-exempt employee classification.

How the Fair Labor Standards Act (FLSA) Affects Exemption Status

Signed into law in 1938 by President Franklin Roosevelt, the Fair Labor Standards Act establishes minimum wage, overtime pay eligibility, and recordkeeping standards in addition to youth employment guidelines for both the private and public sector. During the time the act was signed, child labor was the norm and adults often worked 10 or more hours per day, six to seven days per week.

While the conditions that brought about the FLSA may seem like the dark ages, the law is still relevant today and plays a major role in how the modern workforce is regulated. It establishes the guidelines for how work hours are documented and how exempt and non-exempt employees should be paid. Generally the FLSA provides an exemption from minimum wage and overtime regulations for employees in the following fields:

• Executive
• Administrative
• Professional
• Outside sales
• Computer-related occupations

That said, job titles alone do not determine exempt status. Instead the employee’s specific job duties and salary have to meet requirements set by the Department of Labor. Certain states, like California, impose additional requirements to qualify for exempt status.

Exempt Employees

One of the biggest differences between exempt and non-exempt employees is overtime pay. An exempt employee is not entitled to overtime pay according to the FLSA.

Instead, exempt employees are given a salary, and they are expected to finish the tasks required of them, whether it takes 30 hours or 50. Exempt employees are also excluded from other FLSA protections afforded non-exempt employees.

To be exempt, an employee must earn a salary basis no less than $684 per week, or $35,568 annually.

Non-Exempt Employees

On the flip side, non-exempt employees must be paid overtime — one-and-a-half times their hourly rate, for any hours worked beyond 40 each week. As the name implies, they are not exempt from FLSA regulations.

Most non-exempt employees must be paid the federal minimum wage of $7.25, but some states with a higher cost of living have set minimum wages above the federal base. Non-exempt employees can be paid a salary, an hourly wage, or commission.

Exempt vs. Non-Exempt Employee Examples in the Workplace

Let’s consider this example to demonstrate the difference between exempt and non-exempt employees:

Sarah, who is an exempt employee, is stressed because she hasn’t finished her proposal due Monday. She spends most of Friday night tweaking it and finishing it up, staying at the office until late. On Monday, she gets her paycheck — the same amount of money she would’ve gotten if she hadn’t stayed late.

Meanwhile, John, who is a non-exempt employee, chooses to take extra shifts and work overtime on Fridays. He doesn’t have to — he could leave at 5 p.m. if he wanted to, but on Monday when he receives his paycheck, he knows he’ll receive extra money from the overtime hours worked.

Which classification is right for you?

Working as an exempt or non-exempt employee will each have their own set of pros and cons. Which classification works best for you will depend on your personal needs and preferences. 

This article was originally published Oct 19, 2018 but has been updated for comprehensiveness.

A great business needs a great many things in order to succeed – strong leadership, a competitive advantage, and a unique vision among them. However, one element that could make or break a business is its process (or lack thereof).

A clear, repeatable process has two major hurdles to a successful implementation in a business. Number one is the development of that process, and number two is getting buy-in from stakeholders on that process. That said, the best way to overcome both of these potential roadblocks is to transparently and logically outline a process.

Many businesses use flowcharts to accomplish this task, as flowcharts:

• Visually outline a process roadmap for a full-scope understanding, and…
• Can be easily digested by employees who need to know and follow the process.

To help you create actionable flowcharts for your organization, we’ve listed the eight best flowchart templates for you to download and start using today to create a better process in any area of your business.

Let’s dive in.

What is a flowchart?

A flowchart is a visual map to help explain a process for decision making, achieving results, or projecting an outcome. Flowcharts begin at a starting point on the graphic, and as users follow through it, they will choose one of several outcomes or options until reaching the end of the process.

In business, flowcharts might be used for any of the following purposes:

• Team alignment and process
• Email nurturing
• Customer journey mapping
• Customer or employee onboarding
• A/B testing
• QA-ing work
• Career progression
• Customer support

Here are eight templates and examples of flowcharts for business – each one comes with a download link for you to start using that template right on Google Slides.

8 Flowchart Examples for Business

1. Basic Process Flowchart Template

Download this Template

The basic flowchart template is the ideal solution for those just getting started with flowcharts. The template allows its designers to specify a starting point, two potential outcomes, and then the resulting aftermath of those decisions. Due to its limitations, this flowchart template might be best suited for basic processes, like a simple A/B test.

Flowchart Example: Basic Process Flowchart

This template visualizes how a user visiting a company’s landing page could convert and become a lead.

Who should use this flowchart?

This flowchart is helpful for those looking to design an A/B test to determine the most way to get the results they’re looking for.

What We Like About This Flowchart Template

The basic process flowchart is easy to use and follow and is ideal for documenting straightforward or simple processes.

2. Swim Lane Flowchart Template

Download this Template

The swim lane flowchart template is for dividing up the steps of a process into different sectors. For your business, these different sectors could be time periods, teams, employees, or work requirements.

Flowchart Example: Swim Lane Flowchart

In the example above, the swimlanes are divided by department to illustrate the process of the customer journey.

Who should use this flowchart?

Swim lane flowcharts are particularly helpful for those who oversee cross-functional processes.

What We Like About This Flowchart Template

This template visualizes the different process steps that take place across multiple organizations.

3. Task Flowchart Template

Download this Template

A task flowchart template is differentiated by what each shape on the flowchart represents. This format is beneficial when multiple teams’ work is intertwined throughout the process, as individuals can easily discern the tasks for which they are responsible. These responsibilities are noted in a key on the flowchart for a quick reference.

The shapes can also represent different types of action.

Flowchart Example: Landing Page Flowchart

In the example above, the different shapes represent the start of, end of, and actions taken during the process of viewing a landing page. This task flowchart example follows an “if this then that” format, showing the various outcomes that could occur when a potential customer visits a landing page.

Who should use this flowchart?

Project managers looking to keep track of various tasks and their outcomes.

What We Like About This Flowchart Template

The task flowchart visually depicts how various contributions to a product support the end result. Each stakeholder can see how their tasks impact the flow of the project.

4. Complex Flowchart Template

Download this Template

For a flowchart that doesn’t need gridlines or different shapes, this template is the best solution. It provides the option for multiple endpoints depending on which steps are taken through the process.

Flowchart Example: Hiring Flowchart

The above hiring visual is an example of a complex flowchart that has various events and potential outcomes.

Who should use this flowchart?

Teams looking to manage processes that could have various endpoints or projects that have multiple steps and stakeholders involved.

What We Like About This Flowchart Template

Complex processes can be difficult to keep track of. This flowchart template creates an intuitive visual for multi-step processes.

5. Circular Flowchart Template

Download this Template

The circular flowchart template changes things up with a different shape, but it also provides a different path structure.

Flowchart Example: Social Media Flowchart

For example, in the image above, the template can be used as a decision-making framework. Here, it’s used to help a social media manager determine which site should be used to post content on.

Who should use this flowchart?

Social media managers, product marketers, and content strategists may find this template suits their needs.

What We Like About This Flowchart Template

This template has a cleaner appearance than some of the more complex templates and may be better for visual learners.

6. Linear Flowchart Template

Download this Template

A linear flowchart template is a solution for when there’s really only one optimal result, and every step of the process will either lead someone to that outcome or result in the process simply ending.

Flowchart Example: Email Nurturing Flowchart

One example – highlighted above – might be for a nurture stream. In the image, the process ends whether someone signs up for an event or not.

Who should use this flowchart?

Email marketing specialists, sales teams.

What We Like About This Flowchart Template

With one singular goal, this flowchart format has a clear beginning and end.

7. Tree Flowchart Template

Download this Template

A tree-style flowchart template makes the most sense for situations where there are multiple options and when each option has a clear and distinct next step.

Flowchart Example: Phone Tree Flowchart

This example depicts the various options and next steps a caller can take when contacting a business via telephone.

Who should use this flowchart?

For businesses, this flowchart would be perfect for the support department – which can use this template to map out responses from automated chat support or (as outlined above) a phone tree.

What We Like About This Flowchart Template

Each action has a clear next step and a predetermined outcome.

8. Organizational Flowchart Template

Download this Template

The final flowchart businesses might want to utilize is an organizational flowchart (or org chart) template.

Flowchart Example: Organizational Flowchart

While not exactly procedural, this visualization helps those within the company quickly understand who reports to whom and who is responsible for what.

Who should use this flowchart?

This template is utilized by the heads of a company and/or a department to outline the chain of command in an area of the business. It can also be used by Human Resources teams to inform team structure and organizational decisions.

What We Like About This Flowchart Template

Users can see how a team is structured at-a-glance, and can quickly determine who they need to go to for their project or to have their questions answered.

Business Flowchart Templates

Business flowchart templates are the fastest and easiest way to build flowcharts. All of the above templates are downloadable by clicking here and are completely customizable when it comes to shape, format, color, and imagery.

Download the templates for free to better illustrate and communicate processes in your company.