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How to Draft an Effective Social Media Report


Social media is essential for building your business online. 

We know this already. On top of that, we also know that social media drives traffic and boosts conversions. But how do you know what works?

Your social team might say there are no shortcuts on the road to success. And that’s really true in digital marketing, but how do you measure how effective your social media marketing campaigns are, and how do you do that without burning over a bunch of data? 

In a recent report, 50% of marketers experience data fatigue, according to Google. That’s where a social media report chimes in.

A good social media report can help you manage your campaign, prove your worth to your clients and connect with followers. Let’s start by defining what these reports are and their relevance in today’s hyper-connected business ecosystem. 

What is a social media report? 

A social media report collects data and stats from various social networks to identify which activities are working and which ones aren’t.

The report turns data into simple, easy-to-understand metrics to help you make better business decisions. It can also serve as a guide and a reference for the people in your organization responsible for managing your social media activities.

An effective report should be: 

  • Attractive enough to boost engagement: When you thoroughly structure your social media report, it will give you a bird’s eye view of your current social media performance and the opportunity to grow your presence to attract more followers.
  • Shareable in various formats: The importance of time cannot be overstated. If you’re sending your social media report to your boss or a client for review, it should only take a few clicks. If you can share it in a variety of formats, that’s even better (e.g., PDF, email, URL).
  • Client-friendly and easy-to-understand: Your social media report should be intuitive and easy to understand. The reader shouldn’t have to spend a lot of time understanding it. Loosen up on the endless rows and columns that usually make a report tedious to even look at. Instead, incorporate visuals and charts.

In other words, a social media report is a comprehensive way to measure and showcase your social media goals, strategy, and achievements. It will also help identify any failures, develop new strategies to attain your goals, and more.

Why is social media reporting important?  

You’re a client-friendly marketer. We get it. Every month there’s a new platform that needs to be mastered, and all your peers are smartly strategizing about which channel will drive the most qualified traffic.

Social media reporting can provide a wealth of data from all those platforms. It will make it easy for you to attract new leads, nurture long-lasting customer relationships, and create content that will grow your brand awareness. Let’s go a little more in depth.

It helps understand your audience better

The more you know about your audience, the easier it is to reach them. Analyzing your social data can help you understand your audience. 

For example, you can find out when your followers are online or when they are most active. Looking at your past posts can help you see if the time and day you created content worked well for your audience too.

However, a more convenient method is to use social media analytics. Some social media channels have built-in analytics that let you do it quickly. For Facebook, you can go to the ‘Posts’ section in your insights.

You will find two charts at the top of your screen. Utilize this data to figure out the best days and times to post your content so that you can reach more people.

It shows which social media networks work best for you

Not all social media networks will get you the same results. And it is certainly not a good idea to conclude that networks like Facebook and Twitter will get you maximum engagement only because they have billions of users. 

It doesn’t get simpler than this. As a social media marketer, you will need to play around and try out different social networks, different content marketing campaigns, and using different analytics to measure your engagement, traffic, and sales.

Social media reports can help you get a clear idea of the platforms that are driving your results. Accordingly, you can choose to change your strategy to put more effort into marketing on those platforms. 

It assists with creating targeted content

There are multiple platforms through which you can access your social media accounts. While the choice is yours, it is recommended you go for a platform that would provide you with the most creative freedom. 

Using automatic reporting tools, you can figure out which topics resonate with your audience, the ideal post length, and what time of the day your audiences are most active. Accordingly, you can modify your social media strategy and drive up your engagements. 

It lets you understand your competitors better

To make your social media plan more effective, it is best to go to your competitors’ social media accounts and analyze their content. Are they competing for the same type of consumer? The same audience demographics? The same time zones?

Have an open mind and try to evaluate this data. This would help you get content ideas. Also, pay close attention to what trends are working well for your competitors, and study them. Then, you can build your strategies around those tactics as well. 

Helps create a better strategy

There is no perfect formula that guarantees success. You need to identify mistakes and modify your marketing strategy to make it more effective. Through analytics, you can seamlessly figure out what’s working and what’s not.

You can also leverage social listening to improve your strategy.

Social listening helps you understand what your audience is saying about your brand on social media. This lets you remain on top of it all throughout. Accordingly, you can modify your engagement strategy to stop any PR crisis.

social listeningSource 

How to create a social media report

Today’s digital marketing trends are hyper-competitive. Consumer demand is changing right before our eyes. This is why knowing how to create an insightful social media report is crucial. 

Whether your business is a global brand or a small retail store, every company needs to understand how its social media strategies are panning out. Creating a social media report is not just about figuring out which posts performed the best. It’s also about converting data into actionable items. The following insights will help you create the best social media report. 

1. Determine your target audience (recipient)

Knowing who the recipient of your report is will help you choose the most relevant KPIs to include. For example, if you work for an agency, your clients will almost certainly want to know how much revenue you drove from social media.

On the other hand, if you’re an in-house social media manager, you can go deeper depending on whom you are supposed to report.

  • Is it necessary for the head of sales to know how many leads come from social media?
  • Is the community management team interested in knowing how effective their plan is?
  • Do you want to persuade the marketing director to invest in video content creation?

Different teams have varied requirements. A CEO may not always have the time to scroll through the reports. Therefore, you must keep your report short and simple. 

Categories of reporting

There are three standard categories of reporting that you can include:

  • Regular reporting: Use key indicators to illustrate your social progress, such as an increase in followers, positive sentiment, and SOV. You can either keep your reporting exclusive to your brand or include competitors’ data for benchmarking purposes.
  • One-off reporting: Analyze the impact of a one-off campaign to identify what worked and what didn’t. For example, how did media coverage, earned media, and social media drive brand awareness for you? 
  • Research reporting: Utilize social listening to find more data about a particular topic or trend.

Social media report format

Now that you know what to capture, it’s time to determine the report format that will be best for your brand and also your recipient. Here are some suggestions for how you can create your monthly social media report:

  • Excel spreadsheet: Spreadsheet is an easy way to take a step back and view a snapshot of your entire social media strategy at once. It can be helpful to evaluate the performance of individual channels as well as cross-channel goals, engagement, and conversions. You don’t need to flip through different pages or open multiple presentations.
  • PDF: While Excel works perfectly for in-house teams, a PDF format is most ideal for sharing your social media report with your clients. Moreover, you can also print it out so that you have a hard copy to reference later.
  • Google Slides: One great way to make an analytics report easier to read is to use a slideshow as your final output. Presentation-ready slideshows make it easy for you to share important stats with clients and team members. They’re also more visual and look professional. 

Now that you’ve got a handle on the report type that makes sense for your business, it’s time to think about exactly how you can keep tabs on your reports. 

Key learnings and monthly takeaways

Are your social media goals being met? How is the campaign tracking against your original plans? What did and didn’t work this month? When you have a genuine social media report handy, you’ll know how to keep your goals realistic and also be able to set a few stretch goals to push your limits. 

2. Figure out your reporting timeframe

Make sure you’re pulling your data at the right time. This may seem like common sense, but more often than not, it is an oversight. Many marketers don’t understand what the most suitable time for data collection and reporting is.

All social networks allow you to pull data based on certain period ranges: weekly, quarterly, monthly, or annually. The most common report type is a weekly and daily report. Though it makes sense from a time perspective, you need to make sure you can pull enough data over a long period to give you reliable results.

3. Narrow down the elements you should be working on 

Let’s discuss a few of the elements you should be covering. 

Crisis management

Crisis management isn’t easy, but having a report on your side will enable you to act fast and decisively. You can keep your business out of the headlines when the unexpected occurs.

For example, the graph below shows how Pepsi’s unexpected spike drowned out Coke with 2.4 million mentions during April 2017. With a handy social media report, it is possible to fish out what caused the SOV to rise. 

crisis management Source

Sentiment analysis

The goal of sentiment analysis is to identify whether a piece of content is positive or negative. In the world of online marketing, this can help businesses track how consumers are reacting to their advertising campaigns, new products, and corporate communications. Conducting your social media sentiment analysis can bring great value to your business and provide excellent insights into the customer experience.

5 things to include in your social media report 

Social media reports are an excellent way to track and analyze data from various sources. Therefore, it should be simple and easy to understand. 

Focus on the data that’s most important for your organization. Different stakeholders have different levels of understanding of the process. Therefore, give some thought to what will be useful and interesting to your readers, and then pick those metrics that best represent your strategy.

You can’t expect everyone to understand what you do on social media every day; it’s up to you to demonstrate the value you and your team bring. To get you started, here’s a simple outline.

1. Introduction

Tracking the right metrics is crucial. Start with a clear understanding of what data you should capture. The following questions can help you measure the impact of your social media marketing campaigns.

What are your reporting scope and goals?

Your goal is to create a comprehensive view of user engagement across your social media channels. Therefore, you should be clear about the content and the limitations of reporting.

Fortunately, there is an abundance of helpful KPIs to track: impressions, click-throughs, engagements, number of sales, and much more. To truly measure your social media efforts, you must define what success means to you with respect to these KPIs. 

And that’s exactly what the report should begin with. Begin with your goals, techniques, and measurements in the introduction. This will provide your readers a rough idea of what the report will be about.

Include a brief performance summary as well. Make sure you include important insights, such as the number of new followers or leads gained. To put it in another way, make sure you showcase the highlights of your campaign.

Once you’ve met your goals, don’t rest on your laurels. Whether you have exceeded or fallen behind your targets, be sure to set new goals and identify strategies that will help you achieve these goals. 

How do you want to track your growth?

Using progress is a great way to give a clearer picture of how you’ve grown over time, inside and out. However, different stakeholders will perceive progress in different ways. For example, some may be interested in seeing where you are now, and some in how you have progressed from a previous time frame.

What questions do you want to answer?

A large part of what goes into a successful social media report is owning the data around the effectiveness of your content. Therefore, you need to ask the right questions.

For example, if you’re writing a one-off report for an event, one question you may ask is, “How many free demo sign-ups did you get?”. If you are doing a weekly report, “How many newsletter subscriptions did you receive per article, per week?”

2. Success snapshot

Next, provide a quick overview of your most important social media result. Below are a few ways you can do it. 

Know your graphs

One thing you must keep in mind is that when we look at a graph, we should not only consider what data it is trying to display but also its aesthetics. Are the colors used in the chart appropriate for the type of data being forecasted? Not all graphs convey the same message with equal impact.

  • Bar chart shows comparison
  • Pie chart shows proportion
  • Line graph shows trends and patterns
  • Table shows accurate value 
  • Scatter plot shows correlation

If you want to use a pie chart for data analysis, try to collect data where the totals add up to 100 percent. For example, it can help you gain a basic understanding of how your ad budget is being spent. Perhaps you’ve spent more on Google Ads or Facebook Ads than Twitter Ads. 

what social media platform do you useSource

Know your metrics

Different audiences will be interested in different metrics. Below are the most common ones that you should start measuring.

  • Volume: How many people are familiar with your brand, and how have the numbers changed over time?
  • Reach: What is the reach of your content, and how are people engaging with it?
  • Engagement: How many people are engaging with your content? 
  • Influence: How is your post influencing people to take an interest in your brand? 
  • Comparison: How does your brand reach or engagement compare to your competitors? 

3. Data tracking

Your social media report should be a reflection of your brand’s values. Every goal should be accompanied by a metric that can be used to evaluate whether or not your social strategy is on track. The following performance-based metrics will help you analyze your social media marketing efforts.

Content metrics: Tracking these content metrics allows you to evaluate and discover patterns in the type of content you share on social media.

  • Link posts
  • Video posts
  • Image posts
  • Text-based posts
  • Original content
  • Other content

Timing metrics: Tracking these timing metrics allows you to figure out the best time to publish your content and identify any scope of improvement. 

  • Number of posts published per week
  • Most common posting time
  • Most common posting day
  • Number of seasonal posts
  • Most engaged audience time
  • Most engaged audience day

fb global engagement

Audience metrics: Tracking these audience metrics helps you figure out how much your target audience is interested in your content.

  • New followers
  • Total followers
  • New accounts you follow
  • Male %
  • Female %
  • Primary location
  • Primary age group

Listening metrics: Tracking these social media listening metrics helps you find out what people are saying about your brand and the sentiments involved. Social media monitoring software can help:  

  • Number of brand mentions
  • Number of positive sentiments
  • Number of negative sentiments
  • Number of neutral sentiments
  • Primary mentioner

Competitor metrics: Tracking these competitor metrics helps you figure out where your competitors excel in their social media strategies.

  • Competitor strengths
  • Competitor weaknesses
  • Number of new opportunities
  • Percentage of engagement differences

Engagement metrics: Tracking these engagement metrics gives you a good understanding of consumer engagement on different platforms. Social media management tools can help you determine your engagement: 

  • Total engagements
  • Number of individual engagements (like retweets, likes, comments, link clicks, shares)
  • Engagement rate
  • Mentions received
  • Messages received

Social traffic metrics: Tracking these social traffic metrics helps you monitor how much traffic social channels are driving to your website. There are digital analytics software tools that you can utilize for this.

  • Total sessions
  • Total page views
  • Bounce rate
  • Pages per session
  • Average session duration

Goal and summary metrics: Tracking these goal metrics helps you realize if you have met your social media goals. 

  • Conversion rate
  • Number of conversions completed
  • Economic value gains/losses
  • Overall social media reach
  • Overall number of social media posts

4. Social channel analytics

Now that you know what data and metrics to include in your social media report, here are some platforms that can help you achieve your goals.

Facebook Insights

  • Go to your Facebook Page and click Insights.
  • Go through various reporting options about likes, reach, and actions on your Page.
  • Click on Export Data and choose the format you want (.xls or .csv) for your social media report. 

Instagram insights

  • Open your Instagram profile, tap on the three bars menu icon and click on Insights.
  • You will find data like accounts reached, interactions, and total followers. 

Twitter Analytics

  • Open your Twitter profile, tap on the three dots icon, and click on Analytics.
  • You will find data on the main analytics screen. 
  • Click on options in the top menu for more details. 
  • Click on Export Data to export as a .csv file 

LinkedIn Analytics

  • Open your LinkedIn company page and click on Analytics.
  • Choose Visitors, Updates, or Followers. 
  • You can access page views, impressions, engagement rate, and new followers.
  • Click on Export Data to export the data for your social media report as a .xls file.

Pinterest Analytics

  • Open your Pinterest profile; on the top of the screen, click on Analytics.
  • You will find data on impressions, engagements, saves, outbound clicks, and more.
  • Click on Export Data to export Pinterest analytics pages except for the overview as a .csv file. 

5. Any additional analytics

Here are a few additional insights that may work wonders for your social media report.

Social referral traffic: Social referral traffic is usually considered ‘good’ traffic as it originates from a friend or from someone who finds your content interesting. It commonly occurs when people share your content on their personal social media accounts or simply because they like your content. 

Conversions: Conversions are one of the few metrics that can be directly linked to return on investment. Your Facebook Ads Dashboard, for example, provides a plethora of potential indicators for reporting. All of them may be found under the ‘Customize Columns’ option. No doubt, conversions should be the first thing you should track.

Social media report template 

Depending on your audiences’ preferences or your company’s requirements, you may create social media reports to build your brand on Instagram, Facebook, Twitter, LinkedIn, or Pinterest. 

Conclusion 

Monitoring what’s happening on your social media account is crucial so you can engage with the right audience and achieve more leads. 

While it can be overwhelming to have several different social media sites to monitor every day, it’s important not to let the volume scare you off. Marketers have more tools available to them than ever before. And that’s an ideal start to get things going.





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