Social media management is a very strategic job, but it can still be a lot of fun. Social media moves fast, and there’s a lot of information to absorb, engage with, and amplify. There are new platforms coming to the market all the time, with endless conversations happening on each. If you don’t stay organized, you might miss something important.
From calendars to social media management tools to strategy docs, there is a lot to keep track of. That’s why social media pros need to keep an organized digital workspace to stay on top of their game.
1. Find your own way to manage social media
When it comes to strategy, social media managers need to research and dig into what’s happening in the market as well as how they can apply that to their own strategy. A well-thought-out and researched social media strategy leads to better audience insight, meets overall marketing objectives, and enriches the online community.
You should keep notes for insights, strategies, and competitive intelligence for each platform you want to 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.
There are a lot of social media management tools out there, and how you decide to manage your social media comes down to personal preference. For example, using Evernote in combination with a tool like Sprinklr or Hootsuite is a great way to optimize your strategy, track your activity, and review analytics.
2. Manage a creative asset 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.
If you’re using Evernote, organize your social media digital assets in a designated notebook where each note is titled with a theme. For example, you could create notes titled 15 Second Videos, 30 Second Videos, Logos, Product Photos, GIFs, and Infographics. Then, you can 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 can be especially crucial when working with remote teams. When your other social media team members from across the globe need an asset, they can access the notebook directly and find the right image during their working hours.
3. Organize influencer correspondence
Your community is the lifeblood of your brand. One of the best things about managing a community is interacting with people and hearing their brilliant user stories, repurposing those stories into marketing materials, and sharing them with the world.
When featuring these stories on social media, 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, keep a time-saving and Evernote-specific influencer profile note template. When you reach out to someone who has expressed love for your brand online, add their name, basic background information, a screenshot of their post mentioning your brand, and a copy of the initial contact message into a table. Once the communication has begun to flow, paste in the original use case and story they’ve provided, an edited/paraphrased version, and a to-do list where you can utilize checkboxes—all in the same note.
This saves you and your team the confusion of wondering if an influencer has been contacted. A notebook like this is gold when working with your community or social teams on influencer correspondence.
- 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: Waiting for a reply from an influencer? Set up a reminder in their influencer profile note to follow up on their story. You can also add reminders whenever 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
Evernote is a place where you can store everything you need for social media management. It’s helpful to keep a social media resources notebook dedicated to content that you’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 you regularly reference.
5. Create a social media calendar
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.
By keeping editorial calendars in Evernote, all of your social media images, texts, and links are readily available at a glance for regional teams. Implementing a social media calendar in Evernote can help reduce the chaos when it comes to collaborating and social media management.
- Use note links to your brain’s desire, to help connect different Evernote notes. For example, if you’re featuring an influencer story on Instagram, add a note link to your calendar for that day that leads to the influencer’s profile note.
- Customize your tables with different background colors or fonts 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.
There are many pieces that come together to make a perfect social media calendar. Level up your productivity by finding your own method for social media management, creating an asset library, keeping track of influencer correspondence, building a robust resource library, and curating a social media calendar.
Grab your free social media calendar today to get started!
Originally published on May 2, 2016. Updated on January 19, 2023.