#SMTLive today!

In Social Media, is “Automation” a Dirty Word?

In a word, no.

For decades, businesses have worked to uncover new ways of communicating with and data mining their customers, and the social media revolution has presented a significant opportunity like never before. While collection of information is key, the sheer volume can be crippling. Without the right automation procedures in place to support a social media (or broader marketing) team, effective engagement can be very difficult.

Customer relationship management (CRM) is nothing new, but social CRM is an evolving practice that involves capturing and analyzing customer data generated in the social graph, and then delivering that data to sales, marketing, production, and other areas of the business to improve bottom line results. Social CRM involves taking a highly integrated approach to your digital marketing efforts to deliver real-time data and relevant feedback across the organization.

Automating part of the process isn’t for everyone, but don’t be so quick to rule it out. A recent study from the 2011 holiday season found that 90% of customer service demands generated in the social graph could be handled through automation while 10% required human interaction and response[1].

Keys to successful social engagement automation:

-          Do be straight forward and honest about automated responses. When you issue an automated response, identify it as such and give the user a way to escalate it to a live human.

-          Focus on automating non-verbal actions (retweet, follow, like, etc.).

-          If automating verbal responses, focus on using automation to cure FAQ and other similar issues. For example, if you have a service outage, you could create an automated response to any user that specifically asks about the outage (again with a way to escalate to a customer service representative).

-          Don’t use automation as a substitute for customer service.

-          Don’t hide behind automation and try to over automate; your users will react negatively.

Technology is Paramount
At the heart of your toolset for social engagement automation is CRM or a good content management system (CMS). Either way, the goal is to identify your users and create a “unified profile.” The Unified Profile represents the collection of information from social sources, your sellers, your website, and other sources that combine to provide a full view of your consumer. All things considered, social engagement automation is rarely possible (or well executed) using only one tool. The best social engagement automation takes advantage of connected systems to have a full picture of the Imagecustomer profile and fine-tune messages and actions based on that user’s profile. Additionally, automation is a learned process and doesn’t happen overnight. Mechanisms should be in place to enable the system to absorb user opt-out, learn what messages are relevant to particular users, and know when to alert live humans that real interaction is needed.

As social media continues to expand and fragment, tools that help you identify and aggregate useful and relevant consumer data will become more and more important. The topics discussed herein are just the tip of the iceberg, and implementing a robust social CRM and social engagement automation system is complex. There is no ‘one size fits all’ approach, and a successful social CRM system will require trial and error, attention to business requirements, training and willingness to break down department silos.

At the end of the day, businesses need to engage their customers where they are, and right now, that place is social media.

[1] “Conversocial Update Prioritizes Facebook Wall Posts.” http://www.allfacebook.com/facebook-conversocia-2012-01

Image: nokhoog_buchachon/Shutterstock

Join The Conversation

  • socialnerdia's picture
    Jul 24 Posted 5 years ago socialnerdia

    Yes, automation has a time and place, in all kinds of marketing. Scheduling a post is a form of automation and forgetting that you're automating the communication of messages, as simple and routine as they may be, can be quite a problem. For example, the NRA most likely forgetting about it's recent Friday tweet that was seen as insensitive due to the Aurora CO shooting. Automation should be carefully planned, reviewed, and consistently modified as necessary.

  • Beth Thouin's picture
    Jun 29 Posted 5 years ago Beth Thouin

    Great blog Alex. I agree. I use a social media automation software called @BundlePost. They set up RSS and Google Alerts for me, automate my hashtags and exports content into a Hootsuite friendly file for a Bulk Upload. It is all customizable so I can handpick my content and personalize my posts. It frees up so much time so I can engage with my networks and concentrate on ROI :-)

Webinars On Demand

  • May 09, 2017
    With all of the technologies available to marketers today, have we lost that personal touch? Join VP of Content Marketing for ON24, Mark Bornste...
  • April 05, 2017
    In the ever-changing world of digital marketing, operational efficiency, quick turn-around times, testing and adapting to change are crucial to...