The Four Primary Types of Social Media Strategy

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The following is draft material for my next book, Welcome to the Fifth Estate (the follow up to Now Is Gone, which is almost out of print). Comments may be used in the final edition. You can download the first drafted chapter of the new edition — Welcome to the Fifth Estate — for free.

If strategy can be defined as the terms and conditions of how to engage with the Fifth Estate (or whether to engage at all) then there are many different and unique ways to do just that. Individual voices, teams, mainstream social networks, applications, pages, groups, documents, wikis, your blog, their blogs, the list goes on on ad infinitum.

Choosing the tactics is a fantastic part of the effort, but in reality the tactics are not the strategy. It’s so easy to get caught in shiny object syndrome when you consider this world full of bells and whistles. Yet, it’s important to focus on the actual strategy, the approach towards.

In my experience, the following four categories are the primary types of social media strategy that organizations use online:

1) Participation: This may be an individual (often called a social media or community manager) or in more sophisticated organizations, a team of people that are basically out and about on the interwebs, having conversations with their communities of interest. The primary purpose of their activity is interactions, building trust and developing relationships. Most customer service accounts on Twitter could be classified in this strategy taxonomy.

While a stand-alone strategy, participation is also a precursor for success in the other three primary areas of social media strategy. In many ways it’s a two step, basic, functional and necessary for any kind of dance, and something utilitarian enough that you can get away with it for one night. In addition, participation is a maintenance strategy between large initiatives.

One of the best examples of an organization that fosters participation is the nonprofit Social Media Club. It’s no coincidence that co-founder Chris Heuer is the original proponent of participation is marketing on the social web. Social Media Club began in 2006 when the first chapter began meeting in San Francisco to discuss social media. Now more than 200 chapters exist around the globe to host conversations on and offline that explore key issues facing our society caused by transformative social technologies.

2) Service: Want to make friends with the Fifth Estate? Serve it with great data, content and applications. This seems pretty easy, but there’s a fine line between serving and spamming, which most inexperienced marketers cannot delineate. In fact, many organizations begin their social media experiences by publishing content without any community to listen or consumer their offering (participation). Further, this information is often delivered via a message format rather than in a conversational tone.

If you consider the necessary precursor of listening as a step prior to social media engagement, success becomes much likelier. Add in participation and network building prior to serving the community with content and success ratios increase even further. Said application, wiki, or content will be much more likely to resonate with the community, in part because your organization will be better informed to serve.

A great example of content server is Rubbermaid, and its Adventures in Organization blog. In some examples products are featured, but in all cases the blog talks about how to organize your house, other places or outings. Adventures in Organization offers a great utilitarian approach to content delivery, providing potential stakeholders with real practical information that matters in their day to day life.

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Image: #gapmagic by GoonSquadSarah

3) Top Down: Many organizations assume they will not be able to invest the time in the grassroots effort necessary for full community participation, nor do they want to commit to a long-term content offering. Instead , they opt to build relationships with influencers using a top down approach. With a relevant offering for the influencer, they seek blog coverage or social network profile endorsements. By building relationships with critical influencers, they hope the communities following these leading voices will follow suit.

A great example of an outstanding influencer approach is one my friend Susan Getgood told me about. The Gap engaged in an outreach program prior to the 2010 BlogHer conference, offering 100 influential female bloggers a $400 shopping allowance, and a styling appointment at a local Gap. These women were described as influencers and speakers at a conference where Gap clothes would be seen by hundreds of other women. Many speakers tweeted using a #gapmagic hashtag and blogged about their experience, and most wore their new Gap clothes during the conference. “Smart marketing all around,” said Susan.

4) Empowerment: The hardest of all forms of social media strategy, empowerment assumes that the organization will commit to building a far flung community. In essence, the empowered Fifth Estate members create conversations and ideas that are so extensive they exist well beyond the organization’s reach. Instead, the company or nonprofit becomes much more of a host and facilitator, available when called upon. The organization then creates initiatives and helps to sustain the effort over the long term. Crowdsourcing, large scale events, cause-based initiatives, and loyal customer communities are examples of the empowerment strategy.

Consider 350′s efforts with this type of strategy. The nonprofit organizes an annual global day of environmental action to reduce CO2 omissions. 350 uses social tools to empower local organizers to develop their own events, promote the events, and to keep their stakeholders informed. In 2010, 350 is organizing its 10/10/10 Work Parties, to get people focused on actions. They have already signed up more than 1000 event organizers in 108 countries.

Just about any individual strategy can fall under one of these four classifications or this taxonomy. More than one strategy type can be in play at once, obviously, depending on an organization’s capacity and initiative. What are your thoughts?

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  • http://getgood.com/roadmaps Susan Getgood

    One of the things I liked best about the Gap program was that it rewarded the speakers for their achievements; the influence was something the women had earned through their work and participation in the conference program. BlogHer also tries to have 80% new speakers every year; every woman in the community can aspire to speak, and stands an equal chance of being selected. This means that some of the influential speakers this year were from smaller blogs, niche blogs, etc. Not necessarily the “usual suspects.”

    Full disclosure: I was a BlogHer speaker this year, and love my new clothes! But that’s not the only reason why I think the program is so good.

  • http://itsnotalecture.blogspot.com David Wescott

    Thanks for this, Geoff. I enjoyed Now is Gone and I’m looking forward to your next book. A sincere question- what’s the value of such a taxonomy?

    I don’t consider myself a “marketing guy” though there are some aspects of marketing that I touch in my work. If I’m developing a plan for a client, and it’s touching on any number of things that affect reputation, do I need to worry about which idea fits in what category?

    Like you I’ve seen the debates over nomenclature evolve – “are bloggers journalists” or “is social media a marketing thing or a PR thing” and the conclusion many people reach is these debates are more distracting than anything else. How is what you’re proposing different?

    In short, what is the value of creating a terminology? And why should anyone care that “I’m doing it wrong” if what I’m doing is ethical, transparent, inherently social, and creates value for a client?

    Honestly not trying to be flip here – I respect your work a lot – just trying to understand why terminology matters.

  • http://geofflivingston.com Geoff Livingston

    @David: So I can structure the chapter on strategy in an understandable, methodical way. It’s not to be a distraction, but to parse the information in digestable chunks. Read any classic book on strategy, particularly the Asian ones (Art of War & Five Rings) and they have types of strategies separated and defined.

    And as to the way you execute in your agency, any master strategist understands the moves and tools at their disposable, rather than blindly walking down the road. While you may naturally process and internalize this, others learn and approach things differently.

  • http://geofflivingston.com Geoff Livingston

    Based on another comment I received via facebook, I am going to define strategy as used in the book, which is the common vernacular, in business (and in military engagement). Since my audience is business execs AND communicators, I want to keep it on the simple definition: How your org wants to plan and direct its approach towards achieving a goal.

  • http://itsnotalecture.blogspot.com David Wescott

    thanks Geoff – helpful explanation and a good teaching tool.

  • http://getgood.com/roadmaps Susan Getgood

    As you both know I dislike putting things “in a box.” It often leads to laziness. In the case of integrating social media into the marketing strategy, I think a taxonomy is helpful in that it can help an organization match social media strategy with its culture and preferred type of *overall* marketing strategy.

  • http://geofflivingston.com Geoff Livingston

    I really tried to look at it as true strategy and not some BS twitterism. It’s my intent to be helpful to the book readers and present in a way that would be easy for them to grasp. Glad you both see where I’m coming from on this.

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  • http://www.asocialmediachampion4u.com/ Daulton West, Jr.

    Geoff,
    You have researched and know your subject well. Your article offers great insight as to why companies and individuals, depending on what their goals are, engage in social media for different reasons.

    I liked your observation, “there’s a fine line between serving and spamming”, and have shared a similar view with my connections.

    No matter what the reason for engaging in social media, a good “best practice” guideline worth remembering is, “it’s about building relationships, and offering something of value – not shameless self-promotion.”

    Thanks Geoff – for defining the categories and a framework for understanding the reasons that organizations choose to leverage social media.

    I have added your blog as a favorite and will share it with my followers.

    - @DWestJr

  • http://thesocialjoint.com Lucretia Pruitt

    Love this Geoff. But I think that one of those needs to embrace my favorite strategy: partnering with the passionate consumer.
    It’s almost covered by 3 & 4 in your list – but it’s just a touch different than what you’ve already listed.

    I fully believe that partnering with existing brand evangelists has to be in there somewhere. Is it empowerment? Perhaps – but more of empowering the consumer rather than the employees. It’s not necessarily Top Down either – sometimes the effect of a thousand small pebbles in a pond is much greater than the effect of 10 large ones.

    Maybe call it enabling? Although that usually has a negative connotation with most people. Hm. I’ll ponder it.

    Meanwhile? As part of the Gap program myself (kudos to Susan for bringing it up) I can say that I agree that it was well done… and not just because I loved my own clothes – but because we all *were* talking about it.

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