{"id":21967,"date":"2020-03-12T08:40:34","date_gmt":"2020-03-12T08:40:34","guid":{"rendered":"https:\/\/www.process.st\/templates\/social-listening-strategy\/"},"modified":"2024-02-29T01:36:16","modified_gmt":"2024-02-29T01:36:16","slug":"social-listening-strategy","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/social-listening-strategy\/","title":{"rendered":"Social Listening Strategy Process Checklist"},"content":{"rendered":"<section id=\"introduction-to-social-listening-strategy-process-checklist\">\n<h2>Introduction to Social Listening Strategy Process Checklist:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/m6iuGzxys8akGRLzx1pMMQ.png\" alt=\"Introduction to Social Listening Strategy Process Checklist:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/m6iuGzxys8akGRLzx1pMMQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-blockquote\">A social listening strategy gives brands an opportunity to track, analyze, and respond to conversations about them on social media - <a href=\"https:\/\/blog.hootsuite.com\/social-listening-business\/\" rel=\"nofollow noopener\" target=\"_blank\">Hootsuite<\/a><\/p>\n<p>People are talking about you. All the time.&nbsp;<\/p>\n<p>They\u2019re asking for your help, complaining about you, confessing their love for you and divulging their disgust in you.<\/p>\n<p>Social media has made it possible for the entire world to share their opinion of you.&nbsp;<\/p>\n<p>Facebook, Twitter, Instagram, YouTube, Reddit, Pinterest, Snapchat.. the list of social media channels and platforms is endless.&nbsp;You, as a business, need to be 'listening' for any comments made about your business on these platforms and responding to each one.&nbsp; &nbsp;<\/p>\n<p>Why?&nbsp;<\/p>\n<p class=\"style-blockquote\">\u201cOne of the quickest ways to destroy any goodwill or positive mindshare that you have with your network is to not respond to their social media comments\u201d - <a href=\"https:\/\/www.housingwire.com\/author\/dustin-brohm\/\" rel=\"nofollow noopener\" target=\"_blank\">Dustin Brohm<\/a>, <a href=\"https:\/\/www.housingwire.com\/articles\/what-happens-when-you-dont-respond-to-social-media-comments\/\" rel=\"nofollow noopener\" target=\"_blank\">HW<\/a><\/p>\n<p>Think about it this way. If someone made a comment about your business that you didn\u2019t see, you would fail to respond or acknowledge it. An honest mistake on your part, but to the rest of the world, it looks like you\u2019re ignoring that person. That you don\u2019t care. That their opinion doesn\u2019t matter.&nbsp;<\/p>\n<p>This paints you in a bad light and in this uber-competitive world, we know how fickle today's consumer is. You can go from flavor of the month to the scrapheap in seconds.&nbsp; All because you missed a comment!<\/p>\n<p>So, I guess the question is, how do you monitor, watch and listen to all the many different social media platforms, without losing your sanity?<\/p>\n<p>You need a social listening strategy.&nbsp;<\/p>\n<p>This template will allow you to set up notifications so that each time you are mentioned on any social media platform you receive an email.<\/p>\n<p>It will also allow you to store the comments, analyze them, share them on other platforms and respond to them.&nbsp;<\/p>\n<p><a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a>&nbsp;is&nbsp;<strong>super-powered checklists.<\/strong>&nbsp;It\u2019s the easiest way to manage your<a href=\"https:\/\/www.process.st\/recurring-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;recurring tasks<\/a>, procedures, and workflows.<\/p>\n<p>Create a&nbsp;<a href=\"https:\/\/www.process.st\/templates\/process-street-user-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">check list template<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-run-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">run individual checklists&nbsp;<\/a>for each member of your team. You can check tasks off as you work through them, set deadlines,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">add approvals<\/a>,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">assign tasks<\/a>, and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/template-overview\/\" rel=\"nofollow noopener\" target=\"_blank\">track each team member's progress<\/a>.<\/p>\n<p>You can also&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/zapier-examples\/\" rel=\"nofollow noopener\" target=\"_self\">connect to thousands of Apps<\/a>&nbsp;through&nbsp;<a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a>&nbsp;and automate your workflows even more.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"record-checklist-details\">\n<h2>Record checklist details<\/h2>\n<div class=\"text-content\">\n<p>Use the form fields below to record any useful information about this checklist.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the purpose of this checklist? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> When did the social listening strategy efforts begin? <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the desired completion date of the social listening strategy? <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload below the previous social listening strategy, if applicable. <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\" style=\"text-align: center;\"><strong>In the field below, select the person that will approve the pre-writing tasks and the final social listening strategy.<\/strong> <\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"prewriting-tasks\">\n<h2>Pre-Writing Tasks:<\/h2>\n<\/section>\n<section id=\"gather-market-data\">\n<h2>Gather market data<\/h2>\n<div class=\"text-content\">\n<p>Research and gather data on what the industry best practices are for social listening.&nbsp;<\/p>\n<p>This may be research your company has collected itself, or third party data which has either been bought or was already in the public sphere.&nbsp;<\/p>\n<p>Third-party research should always be considered carefully:<\/p>\n<ul>\n<li>What was the methodology used in the research?<\/li>\n<li>Who paid for the research?<\/li>\n<li>How did this report access the information it presents?<\/li>\n<\/ul>\n<p>Use the upload field to provide evidence of your research.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the competition doing to monitor their social mentions? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload research data here: <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Looking at the research, summarize the conclusions you have drawn: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"perform-a-swot-analysis\">\n<h2>Perform a SWOT analysis<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nV03p_1CZpX9z9MlzI1BRw.png\" alt=\"Perform a SWOT analysis\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nV03p_1CZpX9z9MlzI1BRw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>A SWOT analysis will help you define the strengths, weaknesses, opportunities, and threats which apply to the social listening strategy.&nbsp;<\/p>\n<p>If you want to read more about how to run an effective SWOT analysis, read this post:&nbsp;<a href=\"https:\/\/www.process.st\/swot-analysis-template\/\" rel=\"nofollow noopener\" target=\"_blank\">SWOT Analysis Template: What, How, &amp; Why?<\/a><\/p>\n<p>To run your SWOT analysis, you can use this Process Street template:&nbsp;<a href=\"https:\/\/www.process.st\/templates\/swot-analysis-template\/\" rel=\"nofollow noopener\" target=\"_blank\">SWOT Analysis Template<\/a><\/p>\n<p>Upload your SWOT analysis below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> SWOT analysis <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What conclusions have you drawn from the SWOT analysis? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"determine-resources\">\n<h2>Determine resources<\/h2>\n<div class=\"text-content\">\n<p>The number of social media conversations happening at any given time is massive.&nbsp;People are talking about everything and anything online.&nbsp;<\/p>\n<p>You need to 'listen' to all these conversations, on the vast number of online platforms, and gather meaningful insights and data out of them.<\/p>\n<p>You need to make the most out of conversations that happen about your brand and industry so you can improve&nbsp;a wide range of processes including business operations, product updates, and advertising approaches.<\/p>\n<p>There are probably many sites you would like to monitor and many keywords, mentions, and interactions you need to capture and analyze, but you need the right resources to do this.&nbsp;<\/p>\n<p>Brainstorm and answer the following questions to see what may or may not be feasible:<\/p>\n<ul>\n<li>Will you use social listening tools, such as Hootsuite, Mention, or Google alerts to monitor and capture key mentions and interactions?<\/li>\n<li>Will you use Zapier automations to monitor notify, collect and store key mentions and interactions?<\/li>\n<li>Will you outsource the monitoring, collection, and analysis of all mentions and key interactions?&nbsp;<\/li>\n<\/ul>\n<p>Provide some high-level notes in the form field below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the social listening strategy budget? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What conclusions have you come to about the available resources? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"list-your-organizational-goals\">\n<h2>List your organizational goals<\/h2>\n<div class=\"text-content\">\n<p>What are the goals of the organization?<\/p>\n<p>All marketing efforts should be in-line with the organizational goals. Think about where the company is heading and how this social listening strategy can help the company get there.<\/p>\n<p>Use the form field below to document your primary goals.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Organizational goals <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"establish-the-goals-of-the-social-listening-strategy\">\n<h2>Establish the goals of the social listening strategy<\/h2>\n<div class=\"text-content\">\n<p>Using the information gathered within this section (tasks 4 - 7), outline the key goals for this social listening strategy in the field below.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What are the main goals for this strategy? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval\">\n<h2>Approval: <\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Gather market data<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Perform a SWOT analysis<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Determine resources<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">List your organizational goals<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Establish the goals of the social listening strategy<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"preparing-your-strategy\">\n<h2>Preparing Your Strategy:<\/h2>\n<\/section>\n<section id=\"confirm-budget-and-goals\">\n<h2>Confirm budget and goals<\/h2>\n<div class=\"text-content\">\n<p>To recap, the primary organizational goals are:&nbsp;<\/p>\n<p><strong>{{form.Organizational_goals}}<\/strong><\/p>\n<p>The goals for this strategy are: <br \/><strong>{{form.What_are_the_main_goals_for_this_strategy?}}<\/strong><\/p>\n<p>The approved social listening strategy budget is:<strong>&nbsp;{{form.What_is_the_social_listening_strategy_budget?}}<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"confirm-your-approach\">\n<h2>Confirm your approach<\/h2>\n<div class=\"text-content\">\n<p>Based on information gathered in the previous section, confirm how you plan to monitor, collect and analyze key mentions and interactions online.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How will you approach the social listening process? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"confirm-which-review-management-software-you-will-be-using\">\n<h2>Confirm which review management software you will be using<\/h2>\n<div class=\"text-content\">\n<p>Select the review management software you plan to use to monitor all keyword mentions and interactions from the dropdown list below.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Which review management software will you use to monitor online mentions and interactions? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"establish-the-benefits-of-using-this-software\">\n<h2>Establish the benefits of using this software<\/h2>\n<div class=\"text-content\">\n<p>Provide the reasons for choosing {{form.Which_review_management_software_will_you_use_to_monitor_online_mentions_and_interactions?}}&nbsp;to monitor all mentions and interactions.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> List the benefits of using this software here: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> List any concerns with using this software: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"establish-your-listening-requirements\">\n<h2>Establish your listening requirements<\/h2>\n<div class=\"text-content\">\n<p>To set up custom made automation's to monitor your key mentions, first list the keywords you want to listen for and the sites you want to monitor.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> List the keyword mentions\/interactions you want to monitor here: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> List the sites you want to monitor here: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"set-up-email-notifications\">\n<h2>Set up email notifications<\/h2>\n<div class=\"text-content\">\n<p>Set up integrations between the platforms you want to monitor and your email provider.<\/p>\n<p>This is so you can <strong>keep&nbsp;track <\/strong>of the mentions and interactions involving your business. Whenever your business is mentioned on a platform, you will receive an email notification.<\/p>\n<p>You can use the following links to some pre-made Zaps or follow the instructions below to set up your integrations.&nbsp;<\/p>\n<p class=\"style-info\"><strong>Facebook<\/strong><br \/>Automatically receive an email when your Facebook page receives a notification\/post.&nbsp;<br \/><a href=\"https:\/\/zapier.com\/app\/editor\/80235832\" rel=\"nofollow noopener\" target=\"_blank\">Click here<\/a> to set up the integration<\/p>\n<p class=\"style-info\"><strong>Instagram&nbsp;<\/strong><br \/>Automatically receive an email when someone posts on your Instagram.&nbsp;<br \/><a href=\"https:\/\/zapier.com\/app\/editor\/80438422\" rel=\"nofollow noopener\" target=\"_blank\">Click here<\/a> to set up the integration.&nbsp;<\/p>\n<p class=\"style-info\"><strong>Twitter<\/strong><br \/>Automatically receive an email when someone mentions your keywords on Twitter.&nbsp;<br \/><a href=\"https:\/\/zapier.com\/app\/editor\/80439907\" rel=\"nofollow noopener\" target=\"_blank\">Click here<\/a> to set up the integration.<\/p>\n<p class=\"style-info\"><strong>Pinterest<\/strong><br \/>Automatically receive an email when someone saves one of your pins on Pinterest.<br \/><a href=\"https:\/\/zapier.com\/app\/editor\/80440007\" rel=\"nofollow noopener\" target=\"_blank\">Click here<\/a> to set up the integration.&nbsp;&nbsp;<\/p>\n<p class=\"style-info\"><strong>Reddit<\/strong><br \/>Automatically receive an email when someone mentions you on Reddit.<br \/><a href=\"https:\/\/zapier.com\/app\/editor\/80440231\" rel=\"nofollow noopener\" target=\"_blank\">Click here<\/a> to set up the integration.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">How to set up the integrations<\/h5>\n<p>1.&nbsp;<a href=\"https:\/\/zapier.com\/app\/login?next=%2Fapp%2Fzaps\" rel=\"nofollow noopener\" target=\"_blank\">Log in<\/a> to your Zapier account. If you don't have an account, you can sign up for free <a href=\"https:\/\/zapier.com\/sign-up\/?next=%2Fapp%2Fzaps\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a>.<\/p>\n<p>2. Search for and select the platform you want to monitor (eg. Facebook Pages). See the below screenshots.&nbsp;<\/p>\n<p>3. Search for and select the email provider you want to use that will receive the notifications (eg. Gmail). See the below screenshots.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/m4b68gEJ3rvAQVEetrdBYA.png\" alt=\"Set up email notifications\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/m4b68gEJ3rvAQVEetrdBYA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/orE0PvbZcxR0I1uvoA5BWA.png\" alt=\"Set up email notifications\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/orE0PvbZcxR0I1uvoA5BWA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>4. Choose the action that will trigger the email notification (Eg. when someone posts on Facebook, send an email). See the below screenshot.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/g3ObHhtOUPv1MJfSsFFE_g.png\" alt=\"Set up email notifications\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/g3ObHhtOUPv1MJfSsFFE_g.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>5. Click on 'Use Zap\".<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gb78_vL4GxQtssaOrD1HkA.png\" alt=\"Set up email notifications\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gb78_vL4GxQtssaOrD1HkA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>6. Select the account of the platform you are wanting to monitor (eg. Facebook) and customize the details you want to see. See the below screenshots.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sA-wtQMcX-P7c-zvzDhNnA.png\" alt=\"Set up email notifications\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sA-wtQMcX-P7c-zvzDhNnA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jBzD4bR_qUWbdpddzKxOtw.png\" alt=\"Set up email notifications\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jBzD4bR_qUWbdpddzKxOtw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>7. Test the Zap to make sure the right information is pulling through from the right platform account.&nbsp;<\/p>\n<p>8. Select the email account of the email provider you are using to receive notifications. See the below screenshot.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/srLD6aWufTNA0g5Vid5BnA.png\" alt=\"Set up email notifications\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/srLD6aWufTNA0g5Vid5BnA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>9. Customize the email notification you are wanting to receive. See the below screenshot.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rl2oNlUehuF_JjbSXvFFeQ.png\" alt=\"Set up email notifications\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rl2oNlUehuF_JjbSXvFFeQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>10. Test the Zap to make sure the right information is pulling through into the email.<\/p>\n<p>11. Turn the Zap on and start receiving email notifications for all your key mentions and interactions.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"create-a-database-to-collect--store-mentions\">\n<h2>Create a database to collect &amp; store mentions<\/h2>\n<div class=\"text-content\">\n<p>The next step, when using automation as your social listening strategy, is to create a database to <strong>store<\/strong> all the mentions\/interactions from the sites you wish to monitor. This will enable you to analyze all the mentions you receive in one central place.<\/p>\n<p class=\"style-info\" style=\"text-align: center;\"><strong>Top Tip: Use Google sheets as your database - it's free and simple to set up.<\/p>\n<p>See below for some guidelines on how to set up your worksheets to collect and store the mentions you receive.&nbsp;<\/strong><\/p>\n<p class=\"style-info\" style=\"text-align: left;\">1. Set up your Google sheet so that there is a separate worksheet for each of the sites you are monitoring:&nbsp;<\/p>\n<p>{{form.List_the_sites_you_want_to_monitor_here:_2}}<\/p>\n<p>2. Within each worksheet, create the following columns:<\/p>\n<p>&nbsp;- Customer name<br \/>&nbsp;- Mention\/interaction<br \/>&nbsp;- Link&nbsp;<br \/>&nbsp;- Category <br \/>&nbsp;- Is it a positive\/negative mention\/interaction<br \/>&nbsp;- Is it an FAQ?<br \/>&nbsp;- Is it an issue?<br \/>&nbsp;- Are they a key social media customer?<strong><\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Copy and paste your Google sheet URL here: <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"set-up-integrations-between-zapier-and-your-database\">\n<h2>Set up integrations between Zapier and your database<\/h2>\n<div class=\"text-content\">\n<p>The next step, when using automation for your social listening activity, is to set up a Zapier integration so that your database will <em>automatically<\/em> update whenever your business receives a mention\/interaction.&nbsp;<\/p>\n<p>Follow the instructions at the bottom of this task to set up the Zapier integrations between the platforms you are monitoring and your chosen database.<\/p>\n<p>If you are using Google sheets as your database, you can use the following links, to some pre-made Zaps, to set up the integrations between the platforms you are monitoring and your Google sheet.&nbsp;<\/p>\n<p class=\"style-info\"><strong>Facebook<\/strong><br \/>Automatically update your Google sheet when your Facebook page receives a notification\/post.&nbsp;<br \/><a href=\"https:\/\/zapier.com\/app\/editor\/80235592\" rel=\"nofollow noopener\" target=\"_blank\">Click here<\/a> to set up the integration<\/p>\n<p class=\"style-info\"><strong>Instagram&nbsp;<\/strong><br \/>Automatically update your Google sheet when someone posts on your Instagram.&nbsp;<br \/><a href=\"https:\/\/zapier.com\/app\/editor\/80444865\" rel=\"nofollow noopener\" target=\"_blank\">Click here<\/a> to set up the integration.&nbsp;<\/p>\n<p class=\"style-info\"><strong>Twitter<\/strong><br \/>Automatically update your Google sheet when someone mentions you on Twitter.&nbsp;<br \/><a href=\"https:\/\/zapier.com\/app\/editor\/80445000\" rel=\"nofollow noopener\" target=\"_blank\">Click here<\/a> to set up the integration.<\/p>\n<p class=\"style-info\"><strong>Pinterest<\/strong><br \/>Automatically update your Google sheet when someone saves one of your pins on Pinterest.<br \/><a href=\"https:\/\/zapier.com\/app\/editor\/80445000\/nodes\/80445000\/auth\" rel=\"nofollow noopener\" target=\"_blank\">Click here<\/a> to set up the integration.&nbsp;&nbsp;<\/p>\n<p class=\"style-info\"><strong>Reddit<\/strong><br \/>Automatically update your Google sheet when someone mentions you on Reddit.<br \/><a href=\"https:\/\/zapier.com\/app\/editor\/80445061\" rel=\"nofollow noopener\" target=\"_blank\">Click here<\/a> to set up the integration.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">How to set up the integrations<\/h5>\n<p>1.&nbsp;<a href=\"https:\/\/zapier.com\/app\/login?next=%2Fapp%2Fzaps\" rel=\"nofollow noopener\" target=\"_blank\">Log in<\/a> to your Zapier account. If you don't have an account, you can sign up for free <a href=\"https:\/\/zapier.com\/sign-up\/?next=%2Fapp%2Fzaps\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a>.<\/p>\n<p>2. Search for and select the platform you want to monitor (eg. Facebook Pages).&nbsp;<\/p>\n<p>3. Search for and select the database software you want to use to store all the mentions\/interactions (eg. Google sheets).&nbsp;<\/p>\n<p>4. Select the triggers (Eg. When a new comment has been posted on the Facebook page, a new row is created in the Google sheet). See the below screenshot for an example:&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/l6HXGqCbSulaPqkKWgxLbQ.png\" alt=\"\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/l6HXGqCbSulaPqkKWgxLbQ.png\"> <\/a><figcaption>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>5. Select the account of the platform you are wanting to monitor (eg. Facebook) and the page you are monitoring. See the below screenshot.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qdVxgG_3PeJkfuXPmJBGnw.png\" alt=\"Set up integrations between Zapier and your database\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qdVxgG_3PeJkfuXPmJBGnw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>6. Test the Zap to make sure the right information is pulling through, into your database, from the right platform.&nbsp;<\/p>\n<p>7. Select the right account of the database you are using to collect the mentions\/interactions.&nbsp; See the below screenshot.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tyemc3VTsqmvG0-xYnhEVg.png\" alt=\"Set up integrations between Zapier and your database\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tyemc3VTsqmvG0-xYnhEVg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>8. Select the information you are wanting to pull through into your database. See the below screenshot.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/o2gtLyfptbcNAVYehe1Gmw.png\" alt=\"Set up integrations between Zapier and your database\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/o2gtLyfptbcNAVYehe1Gmw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>9. Test the Zap to make sure the right information is pulling through into the database.<\/p>\n<p>10. Turn the Zap on and start collecting key mentions and interactions from online platforms in one central place.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"outline-how-you-will-analyze-mentions\">\n<h2>Outline how you will analyze mentions<\/h2>\n<div class=\"text-content\">\n<p style=\"text-align: left;\">The final step in creating custom automations for social listening is how you plan to categorize and analyze the keyword mentions you receive within your database.<\/p>\n<p>As an <em>example,<\/em> you could assign one of the below categories to each of the mentions\/interactions:&nbsp;<\/p>\n<ul>\n<li>Brand health<\/li>\n<li>Industry insights&nbsp;<\/li>\n<li>Competitors&nbsp;<\/li>\n<li>Campaign<\/li>\n<li>Event&nbsp;<\/li>\n<li>Other<\/li>\n<\/ul>\n<p>Then, answer ''Yes\/No'' the following questions for each mention\/interaction:&nbsp;<\/p>\n<ul>\n<li>Is it a positive or a negative mention?&nbsp;<\/li>\n<li>Is it a frequently asked question?&nbsp;<\/li>\n<li>Is it an issue?<\/li>\n<li>Are they a key social media customers?&nbsp;<\/li>\n<\/ul>\n<p class=\"style-info\" style=\"text-align: center;\"><strong>Analyzing and categorizing your keyword mentions will help you reach the strategic goals you have set.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"confirm-which-company-you-are-outsourcing-to\">\n<h2>Confirm which company you are outsourcing to<\/h2>\n<div class=\"text-content\">\n<p>Confirm in the field below who you are outsourcing the social listening strategy to, and explain the reasons why you have chosen to outsource this activity.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the name of the company are you outsourcing to? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What are the benefits for outsourcing this activity to this company? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> List any concerns with outsourcing this activity to this company: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"set-up-a-purchase-order-workflow\">\n<h2>Set up a purchase order workflow<\/h2>\n<div class=\"text-content\">\n<p>Set up a purchase order workflow or use this <a href=\"https:\/\/www.process.st\/templates\/purchase-order-workflow-template\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist<\/a> to create an automated process to manage the&nbsp;purchase order workflow between your company and {{form.What_is_the_name_of_the_company_are_you_outsourcing_to?}}.<\/p>\n<p>You might also want to think about creating a <a href=\"https:\/\/www.process.st\/service-level-agreement-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Service Level Agreement<\/a> to manage the output the company is providing you.&nbsp;<\/p>\n<p>Fill in the company's details inthe fields below, so you have them on record.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the company address <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the company contact number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"writing-the-strategy\">\n<h2>Writing the Strategy:<\/h2>\n<\/section>\n<section id=\"create-a-template-for-your-strategy\">\n<h2>Create a template for your strategy<\/h2>\n<div class=\"text-content\">\n<p>Develop a template for your social listening strategy.<\/p>\n<p>You can read here about how to construct your document template:&nbsp;<a href=\"https:\/\/www.process.st\/product-strategy\" rel=\"nofollow noopener\" target=\"_blank\">The Straightforward Guide to Product Strategy (With Templates)<\/a><\/p>\n<p>The following tasks will outline what information should be included in your strategy document.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload your social listening strategy template here: <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"outline-the-strategy-vision\">\n<h2>Outline the strategy vision<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\" style=\"text-align: center;\"><strong>The objective of this section is to determine the goals and purpose of the new social listening strategy.<\/strong><\/p>\n<p>In this section, include the information gathered in the pre-writing tasks.&nbsp;<\/p>\n<ul>\n<li>Third-party insights<\/li>\n<li>Competitor analysis&nbsp;<\/li>\n<li>SWOT analysis<\/li>\n<li>Organizational goals&nbsp;<\/li>\n<li>Strategy goals<\/li>\n<li>Budget&nbsp;<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"confirm-the-setup-activities\">\n<h2>Confirm the set-up activities<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\" style=\"text-align: center;\"><strong>The objective of this section is to confirm the strategic approach and outline any set-up activity&nbsp;<br \/><\/strong><strong><\/strong><\/p>\n<p style=\"text-align: left;\">The&nbsp;approach you have decided to take to monitor, collect, analyze and respond to all social mentions is: <strong>{{form.How_will_you_approach_the_social_listening_process?}}<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Confirm what set-up activity is needed for the strategy you have chosen eg. set up email notifications for mentions \/ set-up a PO workflow<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Confirm what set-up activity is needed: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"define-the-key-stages-of-social-listening\">\n<h2>Define the key stages of social listening<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\" style=\"text-align: center;\"><strong>The objective of this section is to define what the key stages of social listening are.&nbsp;<\/strong><\/p>\n<p>Define the key stages of your social listening strategy.&nbsp;<\/p>\n<p><strong>1. Monitor the following sites&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Facebook\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Twitter\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Instagram\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Reddit\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p><strong>2. Listen for the following keyword mentions<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> List the keyword mentions you want to listen for: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>3. Reply to all mentions&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Explain how you will reply to the mentions you receive on those platforms <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"define-the-processes-needed-to-support-the-strategy\">\n<h2>Define the processes needed to support the strategy<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\" style=\"text-align: center;\"><strong>The objective of this section is to list the processes within the company that you need to have in place to fulfill the social listening strategy.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What processes do you need to ensure this strategy is successful? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Here are some examples of the processes we have created, to help with your social listening stratgey:&nbsp;&nbsp;<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-support-process-checklist\" rel=\"nofollow noopener\" target=\"_blank\">Customer Support Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/helpdesk-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Helpdesk Management Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/it-service-call-process\/\" rel=\"nofollow noopener\" target=\"_blank\">IT Service Call Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-feedback-survey-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Feedback Survey Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/call-center-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Employee Onboarding Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">General Employee Onboarding Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/performance-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Management Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/daily-customer-service-duties\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Customer Service Duties<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-service-performance-review\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Performance Review<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-performance-review-2\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Performance Review<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-service-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Training<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/records-management-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Records Management Training<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-journey-map-template\/\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Journey Map Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/reduce-churn\/\" rel=\"nofollow noopener\" target=\"_blank\">Reduce Churn<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-service-performance-review\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Performance Review<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-performance-review-2\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Performance Review<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-service-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Training<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/how-to-respond-to-negative-reviews\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Respond to Negative Reviews<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-journey-map-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Journey Map Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-feedback\/\" rel=\"nofollow noopener\" target=\"_self\">Customer Feedback<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-support-process-checklist\/\" rel=\"nofollow noopener\" target=\"_self\">Customer Support Process Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-profiling\" rel=\"nofollow noopener\" target=\"_self\">Customer Profiling<\/a>&nbsp;<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"establish-if-more-budget-is-needed\">\n<h2>Establish if more budget is needed<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\" style=\"text-align: center;\"><strong>The objective of this section is to establish if you need further resources and budget to fulfill this strategy.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Do you need more budget to fulfill the strategy? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"improving-the-strategy\">\n<h2>Improving the Strategy:<\/h2>\n<\/section>\n<section id=\"upload-the-strategy-documentation\">\n<h2>Upload the strategy documentation<\/h2>\n<div class=\"text-content\">\n<p>Once you have incorporated the information from the above tasks into your strategy template, upload the finished social listening strategy documentation so you can send this for feedback and then approval.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload the social listening strategy document here: <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-the-strategy-to-the-marketing-team\">\n<h2>Send the strategy to the marketing team<\/h2>\n<div class=\"text-content\">\n<p>Email the social listening strategy document to the team to get their feedback.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"work-through-the-revisions\">\n<h2>Work through the revisions<\/h2>\n<div class=\"text-content\">\n<p>Take the feedback from your team and use it to improve your social listening strategy.<\/p>\n<p>Use the form field below to provide a high-level overview of what changes you have applied to the first draft.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on revisions to first draft <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"upload-the-final-social-listening-strategy\">\n<h2>Upload the final social listening strategy<\/h2>\n<div class=\"text-content\">\n<p>Upload the revised social listening strategy so you can send it for approval.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload the final social listening strategy document here: <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-2\">\n<h2>Approval: <\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Upload the final social listening strategy<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"create-a-strategy-summary\">\n<h2>Create a strategy summary<\/h2>\n<div class=\"text-content\">\n<p>Prepare a summary document that can be used to inform the wider organization of your strategy.<\/p>\n<p>Use the form fields below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload summary of strategy <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"implementing-the-strategy\">\n<h2>Implementing the Strategy:<\/h2>\n<\/section>\n<section id=\"present-the-social-listening-strategy\">\n<h2>Present the social listening strategy<\/h2>\n<div class=\"text-content\">\n<p>Present the social listening strategy to other key decision-makers within the organization.<\/p>\n<p>Gaining approval of the other leaders is the first step to ensuring all departments are pushing in the same direction.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"distribute-the-strategy\">\n<h2>Distribute the strategy<\/h2>\n<div class=\"text-content\">\n<p>Make sure to send the summary document of the social listening strategy to everyone in the company.<\/p>\n<p>Keeping everyone informed of high-level decision making helps to foster a sense of community and ownership within an organization. It helps workers understand how their efforts contribute to broader company goals.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"meet-with-the-relevant-departments-or-teams\">\n<h2>Meet with the relevant departments or teams<\/h2>\n<div class=\"text-content\">\n<p>Take the time to go around the organization to meet with the teams who will play a role in the implementation of the new strategy.&nbsp;<\/p>\n<p>You can explain to them what they need to do to help make the strategy successful, while also listening to any concerns which they may have.&nbsp;<\/p>\n<p>This can help you better prepare for tackling obstacles before they arise, and it will likely result in greater buy-in from the teams.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"continuously-improving\">\n<h2>Continuously Improving:<\/h2>\n<\/section>\n<section id=\"establish-process-for-continuous-improvement\">\n<h2>Establish process for continuous improvement<\/h2>\n<div class=\"text-content\">\n<p style=\"text-align: left;\">Assist with creating processes within the company to ensure the social listening strategy is implemented fully.<\/p>\n<p style=\"text-align: left;\">Create and upload a continuous improvement plan to monitor the strategy in the field below.&nbsp;&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload your continuous improvement plan <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"regularly-assess-the-strategy\">\n<h2>Regularly assess the strategy<\/h2>\n<div class=\"text-content\">\n<p>It's recommended that you run this process every quarter to assess, improve and revitalize your social listening strategy.&nbsp;<\/p>\n<p class=\"style-info\" style=\"text-align: center;\">Use the<a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\" rel=\"nofollow noopener\" target=\"_blank\"> dynamic due dates feature<\/a> to automatically set the date of the next review.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<h3 style=\"text-align: center;\">Sources&nbsp;<\/h3>\n<ul>\n<li><a href=\"https:\/\/www.techrepublic.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Tech Republic<\/a>&nbsp;-<a href=\"https:\/\/www.techrepublic.com\/article\/7-best-practices-for-managing-online-reviews-of-your-business\/\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;7 best practices for managing online reviews of your business<\/a><\/li>\n<li><a href=\"https:\/\/www.techrepublic.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Tech Republic<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.techrepublic.com\/article\/how-to-track-topics-with-google-alerts-and-inbox-by-gmail\/\" rel=\"nofollow noopener\" target=\"_blank\">How to track topics with Google Alerts and Inbox by Gmail<\/a><\/li>\n<li><a href=\"https:\/\/www.reputology.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Reputology<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.reputology.com\/?ref=s3&amp;keyword=review%20management&amp;matchtype=p&amp;gclid=Cj0KCQiAs67yBRC7ARIsAF49CdW1j-o9j0gZTHItw6c5kA09Wkhgdr4y82H6oxrDm8lSn7VId892HMcaAv4IEALw_wcB\" rel=\"nofollow noopener\" target=\"_blank\">Manage Reviews from One Place<\/a><\/li>\n<li><a href=\"https:\/\/www.retaildoc.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Bob Phibbs Retail Doctor<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.retaildoc.com\/blog\/online-reputation-how-to-monitor-respond-to-customer-reviews\" rel=\"nofollow noopener\" target=\"_blank\">Online Reputation: How to Monitor and Respond to Customer Reviews<\/a><\/li>\n<li><a href=\"https:\/\/blog.hootsuite.com\" rel=\"nofollow noopener\" target=\"_blank\">Hootsuite<\/a> - <a href=\"https:\/\/blog.hootsuite.com\/social-listening-business\/\" rel=\"nofollow noopener\" target=\"_blank\">What is Social Listening, Why it Matters, and 10 Tools to Make it Easier<\/a><\/li>\n<li><a href=\"https:\/\/www.hubspot.com\" rel=\"nofollow noopener\" target=\"_blank\">HubSpot<\/a> - <a href=\"https:\/\/www.hubspot.com\/customer-feedback\" rel=\"nofollow noopener\" target=\"_blank\">Customer Feedback Strategy: The Only Guide You'll Ever Need<\/a><\/li>\n<li><a href=\"https:\/\/sproutsocial.com\" rel=\"nofollow noopener\" target=\"_blank\">Sprout Social<\/a> - <a href=\"https:\/\/sproutsocial.com\/social-listening\/\" rel=\"nofollow noopener\" target=\"_blank\">Social listening: Your launchpad to success on social media<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related Checklists:<\/h2>\n<div class=\"text-content\">\n<h3 style=\"text-align: center;\">Related Checklists&nbsp;<\/h3>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-support-process-checklist\" rel=\"nofollow noopener\" target=\"_blank\">Customer Support Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/helpdesk-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Helpdesk Management Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/it-service-call-process\/\" rel=\"nofollow noopener\" target=\"_blank\">IT Service Call Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-feedback-survey-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Feedback Survey Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/call-center-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Employee Onboarding Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">General Employee Onboarding Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/performance-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Management Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/daily-customer-service-duties\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Customer Service Duties<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-service-performance-review\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Performance Review<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-performance-review-2\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Performance Review<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-service-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Training<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/records-management-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Records Management Training<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-journey-map-template\/\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Journey Map Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/reduce-churn\/\" rel=\"nofollow noopener\" target=\"_blank\">Reduce Churn<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-service-performance-review\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Performance Review<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-performance-review-2\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Performance Review<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-service-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Training<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/how-to-respond-to-negative-reviews\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Respond to Negative Reviews<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-journey-map-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Journey Map Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-feedback\/\" rel=\"nofollow noopener\" target=\"_self\">Customer Feedback<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-support-process-checklist\/\" rel=\"nofollow noopener\" target=\"_self\">Customer Support Process Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-profiling\" rel=\"nofollow noopener\" target=\"_self\">Customer Profiling<\/a>&nbsp;<\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to Social Listening Strategy Process Checklist: A social listening strategy gives brands an opportunity to track, analyze, and respond to conversations about them on social media - Hootsuite People are talking about you. All the time.&nbsp; They\u2019re asking for your help, complaining about you, confessing their love for you and divulging their disgust in [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":21968,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"44","template_description":"Use this template to create a strategy to monitor and respond to all mentions of your business on social media.","template_id":"oKn48nGcgbMY_dKFN_hBaw","task_0":"Introduction to Social Listening Strategy Process Checklist:","task_slug_0":"introduction-to-social-listening-strategy-process-checklist","task_1":"Record checklist details","task_slug_1":"record-checklist-details","task_2":"Pre-Writing Tasks:","task_slug_2":"prewriting-tasks","task_3":"Gather market data","task_slug_3":"gather-market-data","task_4":"Perform a SWOT analysis","task_slug_4":"perform-a-swot-analysis","task_5":"Determine resources","task_slug_5":"determine-resources","task_6":"List your organizational goals","task_slug_6":"list-your-organizational-goals","task_7":"Establish the goals of the social listening strategy","task_slug_7":"establish-the-goals-of-the-social-listening-strategy","task_8":"Approval:","task_slug_8":"approval","task_9":"Preparing Your Strategy:","task_slug_9":"preparing-your-strategy","task_10":"Confirm budget and goals","task_slug_10":"confirm-budget-and-goals","task_11":"Confirm your approach","task_slug_11":"confirm-your-approach","task_12":"Confirm which review management software you will be using","task_slug_12":"confirm-which-review-management-software-you-will-be-using","task_13":"Establish the benefits of using this software","task_slug_13":"establish-the-benefits-of-using-this-software","task_14":"Establish your listening requirements","task_slug_14":"establish-your-listening-requirements","task_15":"Set up email notifications","task_slug_15":"set-up-email-notifications","task_16":"Create a database to collect &amp; store mentions","task_slug_16":"create-a-database-to-collect--store-mentions","task_17":"Set up integrations between Zapier and your database","task_slug_17":"set-up-integrations-between-zapier-and-your-database","task_18":"Outline how you will analyze mentions","task_slug_18":"outline-how-you-will-analyze-mentions","task_19":"Confirm which company you are outsourcing to","task_slug_19":"confirm-which-company-you-are-outsourcing-to","task_20":"Set up a purchase order workflow","task_slug_20":"set-up-a-purchase-order-workflow","task_21":"Writing the Strategy:","task_slug_21":"writing-the-strategy","task_22":"Create a template for your strategy","task_slug_22":"create-a-template-for-your-strategy","task_23":"Outline the strategy vision","task_slug_23":"outline-the-strategy-vision","task_24":"Confirm the set-up 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