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Getting Social!
                Getting Results!

         Credit Union Services and
             Products Forum
                   2012




w w w. r t e f s . c o m
Agenda
• What is Social Media?

• What are you doing on Social Media?

• Do you know how well it is performing?

• What to do next.
Twitter
Facebook
Blogging
Internet (in general)
LinkedIn
Social Media Expectations
• A more personalized message

• A conversation, not a “push marketing
  campaign”
Creating Your Strategy
• Different but complimentary to Marketing
  Strategy
• Place members in groups and subgroups
• Twitter for “posts”
• Facebook for conversations
• Respond to what is out there
What is being said about you on Social
  Media and why you should care!
• Examples
How to find out?
• Listen – What is being said about you?

• Talk – Provide content that is unique, timely,
  valuable and targeted to the community.
  About you, your products and services, your
  community.

• Engage – Offer value to promote discussion,
  feedback and purchase/investment.
Listening
• Listen for at least three months before
  engaging members
• Listen to what is being said about competitors
  – gain market research
• Listen for positives and negatives
• Listen to place members in the proper groups
Listen
• Brand Monitoring
  – Monitor Facebook
  – Monitor Twitter
  – Uncover comments, fan pages and tweets that
    mention:
     • Your brand
     • Your industry
     • Your financial institution
Listen
• All visitor comments brought into one location
  from:
  – Facebook
  – Twitter
  – LinkedIn
  – Blog
  – etc
Listen
• Listen and Report

• Measure Social Media Marketing Effectiveness

• Dashboard report
Dashboard Report
Is this Real Estate?
• Real estate is all about:
  – Location
  – Location
  – Location
• Social media is all about:
  – When to post!
  – When to post!
  – When to post!
When to Talk and Engage?
When to Post
When to Post
When to Post?
When to Post
What to say?
• Be Passionate

• Kis(s) – Keep it simple

• Focused Provider Content

• Be Bold – Not Risky
Talk
• Social Discussion Control
  – Create your own discussions
  – Monitor other discussions
  – Control and direct your own discussions
  – Use discussions to:
     • Develop FAQ’s
     • Acknowledge great ideas
     • Address problems in one place
Talk
• One source for publishing
• Post to:
  – Facebook
  – Twitter
  – LinkedIn
  – Wordpress
  – more
Engagement
• Respond to posts

• Anticipate other’s views

• What has a focus gets done

• Link campaigns
Engage
• Create your own “community”

• Respond to social media comments from one
  location

• Schedule responses for publication at a later
  time
Engage
• Lead Generation – social lead generation

• Customer Service

• Market Research

• Increase Web Traffic
Benefits for the Credit Union
• Social media activity in one tool
• Learn about what is being said and respond
  timely and with solid information
• Generate leads
• Involve the credit union in the community
• Reach younger members
Questions and Answers

        Gary Hess
   Gary.hess@rtefs.com
      320-281-9765

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Getting Social

  • 1. Getting Social! Getting Results! Credit Union Services and Products Forum 2012 w w w. r t e f s . c o m
  • 2. Agenda • What is Social Media? • What are you doing on Social Media? • Do you know how well it is performing? • What to do next.
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  • 14. Social Media Expectations • A more personalized message • A conversation, not a “push marketing campaign”
  • 15. Creating Your Strategy • Different but complimentary to Marketing Strategy • Place members in groups and subgroups • Twitter for “posts” • Facebook for conversations • Respond to what is out there
  • 16. What is being said about you on Social Media and why you should care! • Examples
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  • 19. How to find out? • Listen – What is being said about you? • Talk – Provide content that is unique, timely, valuable and targeted to the community. About you, your products and services, your community. • Engage – Offer value to promote discussion, feedback and purchase/investment.
  • 20. Listening • Listen for at least three months before engaging members • Listen to what is being said about competitors – gain market research • Listen for positives and negatives • Listen to place members in the proper groups
  • 21. Listen • Brand Monitoring – Monitor Facebook – Monitor Twitter – Uncover comments, fan pages and tweets that mention: • Your brand • Your industry • Your financial institution
  • 22. Listen • All visitor comments brought into one location from: – Facebook – Twitter – LinkedIn – Blog – etc
  • 23. Listen • Listen and Report • Measure Social Media Marketing Effectiveness • Dashboard report
  • 25. Is this Real Estate? • Real estate is all about: – Location – Location – Location • Social media is all about: – When to post! – When to post! – When to post!
  • 26. When to Talk and Engage?
  • 31. What to say? • Be Passionate • Kis(s) – Keep it simple • Focused Provider Content • Be Bold – Not Risky
  • 32. Talk • Social Discussion Control – Create your own discussions – Monitor other discussions – Control and direct your own discussions – Use discussions to: • Develop FAQ’s • Acknowledge great ideas • Address problems in one place
  • 33. Talk • One source for publishing • Post to: – Facebook – Twitter – LinkedIn – Wordpress – more
  • 34. Engagement • Respond to posts • Anticipate other’s views • What has a focus gets done • Link campaigns
  • 35. Engage • Create your own “community” • Respond to social media comments from one location • Schedule responses for publication at a later time
  • 36. Engage • Lead Generation – social lead generation • Customer Service • Market Research • Increase Web Traffic
  • 37. Benefits for the Credit Union • Social media activity in one tool • Learn about what is being said and respond timely and with solid information • Generate leads • Involve the credit union in the community • Reach younger members
  • 38. Questions and Answers Gary Hess Gary.hess@rtefs.com 320-281-9765