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This is another metric that can indicate if the profile is being leveraged as much as possible by your business or if it’s no longer useful to you. While the very first audit will require some heavier lift, once you have the process in place, a regular audit will allow you to update any major changes to your organization and avoid brand-damaging oversights. Conducting a social media audit is the first step in any social media strategy. Identify and record the goal of this social network. social media audit template excel Excel Daily April 28, 2020 0 Christopher Lockman It does not have a LIKE function, but you can use the COUNTIF function to pretend that it does. Starting Point: There are a few factors to consider while choosing the right social media channels for your business, here is a blog post to help you get started – How to choose the right social media channel. On your social audit document, indicate the channel owners, and whether you’ve set each account up using a tool to control passwords. (Plus, a bonus resource to help you share those plans across your org for maximum impact). “Audit” can be a scary word. protect the security of your social accounts, only the right people have the right access, whether impostor accounts are stealing your fans, which outdated profiles you need to revive, repurpose, or shut down. It studies and keeps track of the traffic or web audiences visiting the particular website. If not, you may want to consider pulling back on certain channels so you can focus your energy on the ones that provide the best return on investment. These are all worth recording. Start by contacting each account holder directly, since it could be a simple misunderstanding or a case of a passionate fan taking things too far. Any flags or penalties you’ve received for things like this are a good candidate for the notes section. Once you’ve recorded all of your accounts, take the time to look at each one thoroughly to make sure it’s consistent with your current brand image and standards. After using our social media template and gathering your data in one place, you’ll be ready to design the perfect social media strategy going forward—piles of receipts, forms, and files that you pictured when you heard “audit” not included. It also helps protect the security of your social accounts. It is through this procedure that the e-commerce business can be at the top of the online presence. It calls […] Your email address will not be published. You’ll become a master at all of them with enough practice. Completing a social media audit for your organisation is vital to understanding your current position on social media. Once you’re sure you’ve tracked down all the relevant accounts, set up a social media monitoring program to keep an eye out for any new impostor accounts that might pop up in the future. Simple: Use it to guide your social media strategy and use it to build your social media schedule for your business. Like discussed earlier, running a social media audit is most useful at the start of planning a major social media strategy revamp. 18. To get access to your social metrics all in one place and make every social media audit easier, test out Sprout’s capabilities with a free trial. Then you can start thinking about whether you should add them to your social strategy. For each social account, you’ll want to record: You should also include a column for any relevant notes about the account. Your mission statement should help you identify the key metrics to evaluate for each social channel. Social media ads checklist. Download the Social Media Audit Template Auditing your social presence shouldn’t be a time-consuming task. For most brands, website traffic and conversions are good metrics to track here. Watch the replay video or read the recap below for updates to Fanbooster’s media. Get a holistic view of where your current efforts are and aren’t, and where they should be. We’ve compiled our top data-driven resources from 2020 to help you plot the right course for your business moving forward. Price: Starts at $49/month after a 7-day free trial. Use the notes column of your audit document to record your thoughts about patterns you find here. The priority here should be to identify key areas where you make more of an impact on social media than your competitors do – this will give you valuable insight that you need to adapt your messaging, content plan and create a more targeted value prop. Base these recommendations on all of the information you’ve gathered in previous steps. When you’re finished, you’ll have a single strategy document for all your social channels, with key details at your fingertips. To properly audit social media accounts connected to your company, you’ll need to do a bit of legwork. Read up on the most recent T’s & C’s (we won’t tell if you simply search for a recap article on major changes to the platform) and make sure that none of your tried-and-true practices suddenly aren’t going to fly anymore. Boring? We make it easy to schedule posts, monitor your mentions, and view results. In your audit document, record all unowned accounts and make notes about the steps taken to have these accounts shut down. After all, it’s impossible to evaluate your performance when you don’t know what kind of performance you’re trying to achieve. Don’t be alarmed—a social media audit is nowhere near as scary as it sounds. For example, Snapchat users tend to be much younger than Facebook users, and LinkedIn users tend to have relatively high incomes. Bonus: Get the free social media audit template to see what’s working and what’s not. Record all the available information from the list below, make inferences where needed, and make a comparison to your in-house audits. total engagement numbers, engagement rate, click-throughs, etc. In order to allow you to digest this big picture view, a social media audit is a document that must remain high-level with key facts—not a place to get bogged down with comprehensive tracking of performance metrics. Record your averages in your template. 13. Maybe for your brand, it makes more sense to evaluate post performance based on website referrals or conversions. I hope you found this social media audit template helpful. It’s a fresh start and the beginning of something exciting for your organization (or your client’s). Definition: A social media audit is a series of steps that evaluate and optimize the social media strategies of a business. But don’t assume that covers all your bases. Maybe these were abandoned at some point. For example, there might be old profiles created before your company had a social strategy. Report to any stakeholders and executives at a high level on past performance, assets, and strategy. 13. Once completed, you’ll have a better understanding of where your brand lives on the web, and hopefully good insights on how to improve. 18. SOCIAL MEDIA METRICS TEMPLATE Place speciﬁc social media plan objectives across the top with objectives such as increasing awareness, increasing engagement, or improving customer service. Mark down the average number of posts they post per day to help determine if you need to post more or less in order to compete with them. Save time and improve performance. But it is a critical part of developing or updating an effective social media marketing plan. To keep this organized in your spreadsheet, you can create 3-5 separate columns to log each post in order of performance. Conducting a social media audit is the first step in any social media strategy. your social handle (for example, @hootsuite), the link to your profile (for example, instagram.com/hootsuite), any hashtags that appear in your bio or regularly appear in your posts, the internal person or team responsible for managing the account (also known as the “owner”—for example, the social marketing team), the mission statement for the account (for example, to promote company culture using employee photos, or to provide customer service during office hours), details of the current pinned post (if applicable), date of the most recent post (to help you identify underused/abandoned accounts). Advanced analytics tools like Hootsuite Impact can provide a detailed analysis of your social media ROI. If you’re running a specific paid or organic campaign on any social network, it’s a good idea to calculate your return on investment for each period as part of your social media audit. You can find some of this information for Facebook using Facebook Analytics, as long as you’ve set up the Facebook Pixel. You might decide to focus on Facebook for a while, and then pick up Twitter the next time you do an audit. The full spreadsheet can be viewed on Google Drive, and a screenshot is below. Mark down the average number of posts you post per day to help determine if you need to post more or less in order to make a social network effective and current. Instagram with link to the profile] [e.g. Quantify following SMART guidelines (speciﬁc, measurable, achievable, relevant, time bound) like “Increase awareness by 20% in 6 months.” List social Do this task in Fanbooster or by clicking through your followers one-by-one. Get expert social media advice delivered straight to your inbox. With our free template, you can go straight to … Any profiles that slowly stopped receiving TLC a while back when they failed to serve any goals? Social media audits are absolutely essential to developing a new social media marketing strategy. These decisions don’t have to be forever. Keyhole. We’ve created the social media audit template above for you. However, with, On this month’s Fanbooster Office Hours, we were all about Media. Find this in Acquisition>All Traffic>Source/Medium and then your chosen source and medium. Here are a few of our takeaways: You can find this info easily in Fanbooster reporting, or however else you track engagement metrics. If possible, put the date they created the social account here. 1. Over time, you’ll refine your social strategy and learn how best to connect with your audience. Insight into Buffer’s social media audit + a free template for you. A Facebook post’s organic reach is only around 6.4% of the page’s total likes (SocialMediaToday). Or Byte? and environment (look and feel).What: list type of content (article, photo, video, plus sentiment). We’ve created guides on how to use all of them: A simpler option is to use a tool like Hootsuite Analytics to find this information for all of your social accounts in one place. Conducting a social media audit is the first step in any social media strategy. Are you accomplishing what you set out to do when you began building your brand on social? In this step, you’ll record overall channel performance, rather than looking at the performance of individual posts. Save time and money with the most affordable social media management software on the market. SOCIAL MEDIA AUDIT TEMPLATE Discover, categorize, evaluate brand social talk with social search and categorize data by Who: list who is talking, company, consumers, competitor. Have you ever used a financial app that shocks you with the information that you spent $200 at Starbucks this month? With the ability to track keywords and hashtags in real-time, Keyhole’s social media audit capabilities lets you easily track any social trend to see how things are shaping up. You’ll need to look at each social account individually. What’s on tap? Understandably so, since the platform boasts 2.6 billion monthly users worldwide. The important thing is to make these decisions based on research about which channels best serve your business. When: On that note, it’s important to say that a social audit is not a one-off process. 4. Brian Dean. Firefly Marketing has developed an easy-to-use 2021 social media content calendar template for you to use in your social media and Google My Business planning. This is also a great moment to take pause and consider if they seem to be getting satisfactory responses, and if you need to work with customer success team members to determine a process for solving these problems. This will help officially delegate responsibilities as well as help you in the future if you need to track down lost or new efforts that may have coincided with changes in personnel. The Ultimate Guide to Social Media Post Lengths in 2020, The Ultimate Guide to Social Media Image Sizes in 2020, using LinkedIn to “build B2B connections that are likely to schedule a demo.”, How to Find Hashtags That Will Make You Stand Out on Instagram, Instagram or Facebook? Then look at how each channel is currently performing, along with who you can reach through each platform. Where: list by social media channel (YouTube, Facebook, etc.) To start, take the total number of messages you sent for the year and divide it by 52 to get your average number of messages sent per week. You can find key metrics for your social posts using the built-in analytics tools for each social network. Indicate if the platforms you’ve chosen and the core components of your strategy still align with the demographics of your target market. Record the name of each social network they use in this column, and use a search engine to find accounts associated with variants or outdated versions of their company name and leadership similarly to the search you did for your internal audit. You can’t start going where you want to go until you know where you currently are. Edit the many graphs, charts, and infographics this social media marketing proposal has to offer. Heads up, there’s more to social media marketing than just using the right template. Mark the date that you confirm that you’re updated on the latest rules. Tedious? Use this social media audit template to record and analyze data from your business’ or clients’ social media accounts. This can help you find any profiles that haven’t gained traction and might need to be deleted, as well as provide a general baseline for your next future audit. You may have counted the number of messages in a previous step. This gives you an always-updated look at your social media, and lets you take an in-depth look at what is and isn’t working for you social media. Start by recording all of the accounts that you and your team use regularly. Compliance with new terms and conditions. Or use a tool like Hootsuite Insights to understand audience demographics across all channels. Playing out a web-based life review can help web-based business organizations remain over their online nearness. We’ve compiled all the top statistics you need to know about who uses each social network in a series of demographics guides: However, it’s important to analyze the demographics of your specific following on each social network, as your follower group may not be the same as the overall audience. If it’s not, then that indicates that your best type of content is an effective strategy to make an impact in the competitive landscape. Find the most engaging posts on this network and use the same practices as your internal audit to find out where they shine. Your email address will not be published. You already knew this happened—you were there—but often you need to view information in the aggregate to see where huge holes exist in your strategy, or where a large amount of resources were wasted over the last few months. What about Nextdoor? Social Media Audit Template KPI #1 KPI #2 Top Three Posts [e.g. Start your 7-day ReportGarden free trial. As you evaluate how each social account helps support your brand, it’s important to understand who you can reach through each channel. Each social account should be “owned” by one person, or maybe a team, within your company. new opportunities to grow and engage your audience. Can you see a clear connection? If you follow what I’ve outlined in this article, you can complete yours in as little as 30 minutes. Created Date: 06/26/2020 04:13:00 Last modified by: So build your strategy, and start your social media campaigns using Fanbooster. 5. And now, your anxiety has kicked into high gear…because it’s time for a social media audit. A social media audit creates a clear picture of your current social efforts and shows you the best way to improve results. Videos? In your expert social media manager opinion, what does it look like they typically use that account to accomplish? Performing a social media audit can help businesses (especially ecommerce businesses) find unique opportunities to drive more engagement and sales. The best way to keep track of all the information you’ll uncover during your audit is to use a spreadsheet. 11. Fanbooster delivers a powerful suite of social media scheduling, publishing, reporting, and monitoring tools. Record the name of each social network you use in this column. A competitor template is also available here. Here are the components to check for each social account: For each account, record which three posts had the most engagement*. What type of investment is social media worth to your business? This will give you insight to the rate that it has accumulated followers and may help indicate if they perform well enough on this platform to keep it in their most recent strategy. Record the current number of people following you on each network. You might think you can list all of your social accounts off the top of your head. A social media audit is a process you go through when you hunt down all your organization’s social media channels, compiling as much information as you can about them. Like discussed earlier, running a social media audit is most useful at the start of planning a major social media strategy revamp. It’s meant as an inventory and organization tool, not a way to track your social growth or engagement. How to conduct a social media audit (with free templates) By ShareThisDecember 12, 2018 Best Practices No Comments 0 You won your social media proposal. It should be done once a year (perhaps ahead of when you decide the next round of resource allocations) or whenever a significant branding, personnel, or product change occurs. If you’d prefer to create your own spreadsheet, you can do so using a program like Excel or Google Docs. Return on investment can take many forms, so make sure to think about ROI in terms of the specific goals for your social accounts. Later, you can anecdotally search through their social media and find similar (and not-so-similar) posts. For example, if you’ve been posting twice-daily to Pinterest and notice your key demographic isn’t responding, you may want to axe it and move resources elsewhere. Use this free social media audit template to help you get organized in 2020 and start adding social media value to your company or clients. Social Media Editorial Calendar 2020 — FREE Google Sheets Template As a serial side project-starter, at some point I lost track of where I stood with my writings, videos and everything else. An audit of your social media accounts helps you understand what’s happening on each network. Remember, performing a social media audit is simply a stepping stone for making a valuable social media marketing strategy. Describe the purpose or mission of your social account, so you can have it documented and anyone on your team has the ability to check in on it moving forward and make sure you’re staying on course. Evaluate your current social media efforts using this free template. If it’s the same type of posts as your best performers, you may need to step up your game or make changes. If possible, put the date you created the social account here. Date you checked that the branding was up-to-date. Do you tend to get the most response when you post photos? Running a social media audit isn’t something that needs to be done weekly, monthly, or even quarterly. This field needs to be the actual demographics of who has ended up following you. This part of the template is for a quick glance at overall performance. It will help you start a new social media marketing strategy or do a substantial overhaul in strategy to align with a major business change in the form of a rebrand, a change in offerings and products, or your business has matured to the point of bringing on a dedicated social media manager or social media agency. When purchasing your Social Media Marketing Plan template, you will also receive the below: + Social Media Strategy Presentation Template – On google slides ready for cross-team collaboration, you can also save it as a Microsoft Powerpoint presentation. This means you don’t need to change the password every time someone leaves your team or moves to a new role. Want to try the social media audit template yourself? Instead, it simply means compiling key information about each of your social media accounts, all in one place. After seeing so many other boring and/or basic templates, I decided to create a more visually appealing, interactive, and color-coded social media audit spreadsheet template. This free toolkit features: [Report] The 2020 Sprout Social Index ™ [Guide] 2020 Trends and 2021 Predictions This social media audit tool keeps you ahead of the curve, which is where you need to be. While the term “audit” sounds daunting, a social media audit is simply an inspection of your organization’s social media accounts—a record that is going to be crucial to your business if you need to develop a new social media marketing strategy or overhaul your current one. If you’re reading this article, you’re probably ready to begin your social media audit. A social media audit is a progression of steps taken to assess and streamline a business's online life profiles and systems. Conduct an audit and take stock of your online presence before you get into 2020. It doesn’t have to be like that for your business. Using Google Analytics, determine a period of time (for example, maybe you choose how many website sessions you got this month from social media sources, so next time you do an audit you will know to again use the sessions for the most recent month) and record how much traffic social has driven to your site. Using the Mobile Technology and Social Media Policy Template: Guidance Notes. But in this case, it doesn’t have anything to do with the tax authorities. A social media audit is an opportunity for you to think about your goals. Create new goals for the next period based on everything you’ve learned. A good example of a T & C that may be relevant to agencies is Twitter’s rule against posting the same word-for-word content across more than one profile. We start our list with this highly visual Social Media Proposal template for 2020. What are you really trying to accomplish in your social media presence? Check if the bio, cover photo, website links, pinned tweets, and profile pictures are up-to-date, then mark “yes” or “no” for up-to-date on that profile. We’ve got a complete guide on how to set up and use Google Analytics to get you started. Download Social Media Audit Template. Are you in compliance? Christina Newberry is an award-winning writer and editor whose greatest passions include food, travel, urban gardening, and the Oxford comma—not necessarily in that order. Why should a business perform a social media audit? If you aren’t currently using Google Analytics or UTMs that allow you to differentiate between sources and mediums, skip this column, but it may be something you want to implement into your strategy going forward. Choose a key metric here to look for patterns in your top posts. Work towards having all accounts set up with centralized password control by the time you do your next social audit. Same tool(s) you use to identify top-performing posts. You’ll be able to spot at a glance: In this guide, we explain everything you need to know to conduct an effective audit of your social media channels. It also ensures you regularly circle back to compare the work you do day-to-day with the goals outlined in your social media strategy. If you haven’t yet created a mission statement and a few key goals for each social account, now is the time to do so. A social media audit doesn’t have to be long or tedious. here. Whether you’re just starting out on your social media journey or already getting results from social, performing an social media audit is a fantastic way to take stock of all your social media assets. Use a search engine to look for your company name as well as any common variations of your company name that may exist. Add the link to each social media account, so members of your team have a streamlined place to find the profiles and so you can quickly offer up the link for any emails, press releases, etc. Like previously discussed, an in-house social media audit is meant to be a checklist of sorts. Have you audited your online presence? Are there any platforms with an account whose life and death preceded your time at that company? How to Create a Strategic Social Media Plan [Template] Editor’s note: Given the ongoing need for brands to handle their social media plan more strategically, we updated this previously published article. Check each of the elements against your brand style guide to ensure you’re using up-to-date images, hashtags, keywords, and brand voice. You don’t need to be told how important your social media images are. If you’re using social media to market your business, you need to understand how to perform a social media audit. Social Media Proposal. Picking the Best Choice for a Competitive Edge. Additionally, update profiles without proper branding, find missing logins, or make any other necessary changes. It’s meant as an inventory and organization tool, not a way to track your social growth or engagement. Include any miscellaneous notes that are relevant to that social media profile that are important to take into consideration when you’re determining how the findings from the audit will guide your strategy. Here’s a toolkit you need for successful social media ads campaigns in 2020. This will give you insight to the rate that it has accumulated followers and may help indicate if it’s current with company goals and branding. Use your audit to find social networks you should post more to, and see if there’s any networks you can get rid of. Complete this step by revisiting your goals for each channel. But be prepared to escalate matters to the social networks for help if you can’t resolve things yourself. This is also a good time to identify networks where you don’t yet have a social presence. Image Source It can feel like a full-time job to grow a following on Instagram. Promoted social media publications are a must if you want to expand your reach. Use this template to plan and track your social marketing budget with a spreadsheet view as well as visual metrics. This post will walk you through each step of filling out each column of the template in a strategic way.. 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