Using Evernote

How to Power Social Media Productivity with Evernote

I’m a visual woman and love to work in organized, and aesthetically pleasing environments. This is the case for my home, physical workspace, and digital workspace. And without a doubt, it’s something that’s invaluable when it comes to making sure that my job’s responsibilities are well organized.

Social media moves fast and there’s a lot of information to absorb, engage with, and amplify. If you don’t stay organized, performing well is difficult. This is where Evernote comes into play.

Here’s five ways that Evernote can help you stay on top of your game:

1. Create a Content Calendar

Content Calendar

Calendar with Content

As a social media manager with a low tolerance for disorganization, I had a difficult time finding the perfect content calendar tool. I’ve tried a few options, but none that offered a seamless sharing process. When I saw that a talented teammate in Korea created sleek calendar templates, I had to save them to my own Evernote account. I now use these daily, weekly, monthly, and annual calendar templates for almost all my social media calendars. An editorial content calendar is an excellent tool for managing your brand’s social content. With an editorial calendar, you can easily plan themes, identify gaps in your social media scheduling, and track the consistency of your publishing cadence.

Much of the social media content that we produce at Evernote headquarters is relevant globally. By keeping editorial calendars in Evernote, all our social media images, texts, and links are readily available at a glance for regional teams. Ever since I’ve implemented content calendars in Evernote, my work life has been a lot less chaotic when it comes to collaborating, which I can only imagine is what everyone working in the social space strives for.

Additional Evernote Tips:

  • Use note links to your brain’s desire. This feature helps connect different Evernote notes. For example, if I’m featuring an influencer story on Instagram, I’ll add a note link in a calendar slot that leads to the influencer’s profile note.
  • Customize your tables to create a calendar key or legend. This will help identify posts that are part of a campaign, evergreen content, product launches, sweepstakes, and other categories.
  • Use the Color Picker feature to organize your content or editorial calendar by color. Note: This is a Mac only feature.

Color Picker on Mac

2. Manage a Creative Asset Library

Social Media Content Library

To tell your brand’s story in a compelling way, you need more than just words. You need supporting images that you can quickly and easily access and share.

I organize our social media digital assets in a designated notebook where each note is titled with a theme. For example, I have notes titled 15 Second Videos, 30 Second Videos, Evernote Logos, Evernote Office Photos, GIFs, and Infographics. I use tables to organize the images within each note and add clarifications on which image to use for Facebook, Twitter, Instagram, and LinkedIn.

Having an easy-to-share centralized media library has been especially crucial when working with international teams. When my other social media team members from across the globe need an asset, they can access this notebook directly and find the right image during their working hours.

When I need to grab a specific image for a blog post, I can quickly share the correct note. It’s way faster than scrambling to find where that image lives.

3. Organize Influencer Correspondence

Influencer Correspondence in a Note

Our community is the lifeblood of our brand. One of the best things about managing a community is interacting with people who share brilliant user stories, and presenting them to our Evernote fans. When featuring these stories on social media, I organize the narrator’s contact information, communication, and to-dos in an influencer profile note that lives in an Influencer Correspondence notebook.

In this notebook, I keep a time-saving and Evernote-specific influencer profile note template. When I reach out to someone who has expressed love for Evernote online, I add their name, basic background information, a screenshot of their post mentioning our brand, and a copy of my initial contact message into a table. Once the communication has begun to flow, I paste in the original use case and story that they’ve provided, an edited/paraphrased version, and a to-do list where I utilize checkboxes all in the same note.

If I didn’t do this, my teammates and I would run into the issue of reaching out to the same influencer with the same asks multiple times. This notebook is gold when working with our community team on influencer correspondence.

Additional Evernote Tips:

  • Add links to text and images: Provide quick access to influencer websites and social media profiles. To create links, right click on an image or selected text, then choose Link > Add… from the context menu.
  • Add a reminder: Set up a reminder for an influencer profile note for a story where you’re waiting for a reply from an influencer, or where there’s some action you need to take on your end.
  • Preface note titles with “[Published”]: Add “[Published]” to the beginning of an influencer profile note title once their story has been pushed out to the world. When sorting notes by title, all notes beginning with “[Published]” will show up first in your note list, providing a perfectly organized view.

4. Build Your Resource Library

I only keep what matters most to me in Evernote. I have a social media resources notebook dedicated to content that I’ve clipped from the Internet, such as websites with royalty-free stock photos, lists of current social media image dimensions, guides and regulations for sweepstakes planning, strategy how-tos, and other good stuff that I regularly reference.

5. Plan a Social Media Strategy

Social Media Strategy Notebook

I geek out on strategy and planning. I love to research and dig into what we should be doing as a brand, and where we should be doing it. A well-thought-out and researched social media strategy leads to better audience insight, meets overall marketing objectives, and enriches the online community. In Evernote, I have notes for insights, strategies, and competitive intelligence for each platform we support. It’s important to put together individual platform strategies as well as a general social media strategy, as each platform has a different audience type and deserves its own tailored content strategy.

I also keep a summary note for our yearly social media audits (with Hootsuite’s help!) to share with managers. The primary goals of these audits is to make sure our profiles are on brand and secure. As a rule of thumb, I finish an audit before diving into a strategy.

Additional Evernote Tip:

Evernote has enhanced my career today and I can’t recommend it enough for social media professionals and for those generally seeking an organized life.

Did I mention that I LOVE being organized?

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