12 Steps to Create and Implement a Successful Social Media Campaign

Social media is a great way to create and spread word about a company’s products, services and ideas. However, the more time you invest in social media, the more you begin to see the benefits of social media marketing. The following 12 steps will help you to turn your social media efforts into a successful social media campaign.

You’ve heard of social media, but what exactly are they? What can they do for your business? What can you do with them? We all know that our social media presence affects our business, but the truth is, some of us haven’t put much thought into how to use social media to our advantage.

For the social media marketing experts in the house, I’m almost sure you’re already aware of a few of the simple steps you can take to create and implement a successful social media campaign. But, what if you’re new to this type of marketing? For those of you who are new to this field, I recommend taking note of these 12 steps. These steps will help take the mystery out of social media marketing. They will be a guide to success for you.

Your firm may have specialists in community management, brand monitoring, content planning, and other continuing services, but where should your team begin when it comes to targeted promotions?

You’ll need a dependable workflow, strong tools, and a well-crafted strategy to create a successful social media campaign. Let’s take a look at how to design and execute a social media campaign for a client so that your firm can provide the greatest results possible.

A social media campaign is a promotion devised by your team to assist clients in achieving a marketing objective. There is a beginning and an end to social campaigns, but they may last for any length of time and involve any number of platforms.

  • What distinguishes a campaign from a social media strategy? A social media marketing strategy is a method of approaching the subject. It usually entails a series of campaigns spread out over a longer length of time.
  • Why is it important to have a strategic approach to social media campaigns? Social campaigns require a great deal of preparation and study — in other words, a strategy. A campaign is nothing more than a collection of loosely linked social media postings without a plan.

Because of their retained expertise, specialized tools, and well-crafted playbooks, agencies have an advantage over individual companies when it comes to designing and executing social media campaigns.

Advantages of Working for a Company

The following are advantages for your company:

  • Knowledge: Regardless of how big or small your staff is, everyone has remarkable expertise managing a variety of social media accounts. Everyone, however, has a specialty, ranging from sponsored social to brand monitoring.
  • Agencies need the time savings and increased capabilities that marketing tools offer, so they don’t hesitate to invest in the most effective. You already have the dashboards and applications you need when your agency takes on a new client.
  • Experimentation: When you handle as many campaigns as most social media companies do, you have a lot of chances to try out different strategies. Because you’ve tried everything, your team understands what works, and you can apply what you’ve learned to future initiatives.

Challenges Facing the Agency

When it comes to developing campaigns, agencies confront a number of difficulties:

  • Requirements: Persuading customers to agree to campaign objectives and finances, as well as providing the feedback you need, is difficult. You can make the process more effective for everyone if you ask the correct questions.
  • Approvals: If your customers have many stakeholders, you may never be able to get everyone on board with the campaign. Encourage your customers to choose a single point of contact to approve campaign material in order to simplify the process.
  • Your customers have a right to know whether the campaigns they are running are worthwhile. However, if your efforts aren’t focused on sales, it may be difficult to demonstrate value. Your agency may show value by producing informative reports.

Considerations for Large Organizations

Do you manage a big firm? You may anticipate to feel the advantages as well as the difficulties to be amplified. Here are some things to remember:

  • Tools: Make sure you’re using the proper tools for the task. Select a social media platform that allows you to easily post, monitor, and report on your content.
  • Workflows: Make a list of your agency’s procedures so you can replicate them. When you find enhancements or new tools, make changes to them.
  • Optimize: Do what works, but don’t be afraid to improve. Revisit your tools and processes at least once a quarter or once a year to update and enhance them.

At first, managing a social media strategy may seem overwhelming. With this comprehensive guide, you’ll be able to take the procedure one step at a time and get the best outcomes possible.

1. Make a budget and set goals.

Your team will need a goal to develop a successful social media strategy that provides results and value. Set SMART objectives instead of excessively ambiguous ones.

Concentrate on Smart Objectives

The goal, the rationale, and the monitoring are all crystal obvious with SMART objectives. Here’s how to make SMART marketing objectives for your clients:

  • Specific: What is your client’s goal and why is it important to them? Be as specific as possible so that you can create a campaign that is really effective.
  • Measurable: What does success mean to stakeholders? Choose a statistic that can be measured, such as revenue, website clicks, or new followers.
  • Attainable: Is it feasible to accomplish the goal? To inspire your team, set lofty yet achievable objectives.
  • Is the campaign relevant to the client’s marketing objectives? Make sure the objective is important – if it isn’t, it won’t matter.
  • Time-based: What is the campaign’s timeframe for achieving its goal? Make it clear when the campaign will begin and finish.

Make a Financial Plan

Even if just organic material is used, social media efforts aren’t free. It’s crucial to account for the costs of your team’s salaries, content creation, and advertising.

Do some reverse engineering if your customer wants financial guidance. Begin with the campaign objective and add in the client’s benchmarks or the outcomes of previous campaigns run by your firm. Then they calculate how much money they’ll need to achieve their goal.

2. Conduct research to help you decide how to proceed.

Focus on research once you’ve confirmed the campaign’s objective and funding. Your team will require audience and competitor research to acquire the information they need to design a successful campaign.

Examine the demographics of your client’s target market.

Who exactly is your client’s target market? You must understand this in order to design a social media strategy that speaks to the appropriate audience.

Go to the Agorapulse audience report for your client first. You may discover important demographic information such as your location, gender, and age.


Next, examine your clients’ accounts using native social media platforms and fill in any gaps. The built-in insights on Facebook are focused on demographics, while LinkedIn’s are focused on employers and fields.


Then, to learn more about your client’s website visitors, look at their Google Analytics report. Google Analytics shows visitors’ hobbies and purchasing patterns in addition to demographics.

Maintain a Competitive Advantage

Following in the footsteps of your client’s rivals is unlikely to go you very far. However, keeping an eye on what their top rivals are doing and if they are successful is beneficial.

Make a list of your client’s main rivals and look at their social media accounts. Take notice of the characteristics they’re using as well as the special offers they’re offering. Do any of them seem to be effective, and if so, why?


Then, like Agorapulse’s rival report, utilize a competitive research tool. Enter the names of your client’s main rivals to discover how they compare in terms of audience size and engagement.

3. Create a plan for your social media campaign.

Your team may begin planning the campaign after you know how much your customer plans to spend. Choose the finest channels and create a social media funnel to create a framework.

Select Social Media Channels

In certain instances, it’s more practical to utilize social media platforms where your customer already has a following. But it doesn’t imply you should rule out all other possibilities.

Instead, use sites such as the Pew Research Center, which collects data on who uses social media. Examine your competition study to see which channels your client’s rivals use.

Compare and contrast paid vs. natural methods.

Your agency’s social media efforts may be paid, organic, or a combination of the two. Ask yourself the following questions before choosing which to use:

  • Is it possible to achieve the campaign’s objective only via organic content?
  • Is there enough money in the budget for a paid campaign?
  • With the remaining funds, what might you really accomplish?

Create a Funnel for Social Media

The most effective social campaigns target a particular stage in the buyer’s journey. Then they help prospects go through the sales funnel and convert. The buyer’s journey of your customer may be included into your team’s social media funnel in the following way:

  • Use an awareness campaign to present your client’s brand as a potential solution to the audience’s issue at the top of the funnel.
  • Build a contemplation campaign in the middle of the funnel to assist prospects conduct more in-depth research as they look for a solution.
  • Create a conversion campaign at the bottom of the funnel to encourage prospects to buy, try a demo, or sign up for a free trial.

4. Select the Appropriate Tools for the Job

Is your firm equipped to handle social media campaigns? With these basic applications and tools, you can get started right now.



Are you looking for a social media system that can manage posting, interaction, monitoring, and reporting for your agency? You can manage almost every element of your social media campaigns in one location with Agorapulse – for as many customers as you have.


Are you responsible for duties such as content development, authoring, scheduling, and reporting? You may use Asana to manage large projects, establish deadlines, and allocate work to team members or outside customers.



Do you want an app that organizes campaign material and simplifies design? You may use Canva to access design templates, make visuals pop, and keep your client’s identity and style consistent.

Google Sheets is an online spreadsheet program.

Are you searching for a simple tool to aid with campaign planning? Create calendar layouts, write material, and collaborate with your team with Google Sheets. You may also distribute marketing materials to members of your team or customers.

5. Create a content strategy for your campaign

You may create a rough draft now that you have the campaign structure and resources in place. This is the perfect moment to organize your style guide, hashtags, and schedule.

Make a Schedule

Take your campaign strategy and turn it into a calendar. Include introduction and last-chance postings in the start and finish dates. Then write down the remainder of your content ideas, such as:

  • For top-of-the-funnel prospects, write posts about your client’s brand.
  • For middle-of-the-funnel prospects, informative blog articles and competition comparisons.
  • For bottom-of-the-funnel prospects, prompts to subscribe, try out, or buy.

The Style Guide should be fine-tuned.

Your team may spend a lot of time trying to figure out what to say and how to say it. Create or fine-tune a style guide to guarantee you get it right every time. It should contain the following:

  • How to capitalize and spell branded words
  • Which phrases or emojis should be used and which should be avoided
  • What writing style should I employ, as well as the tone of my voice?

Choose a Hashtag.

Your team may monitor KPIs like reach and brand awareness using a campaign hashtag. Choose a hashtag that is one-of-a-kind, short enough to be remembered, and catchy enough for your audience to use.

6. Create copy and artwork

You may now move into production mode after supervising the planning phase. Because creative tasks take longer to accomplish, it’s usually preferable to start with them.

Educate and train creatives

Gather your team and plan out all of your campaign’s creatives. These graphic elements may be on your list:

  • Videography and editing
  • Photographing and editing
  • Creating graphics
  • Are you looking for stock photography?
  • The search for user-generated material (UGC)
  • Livestream scripting

Create a copy

Next, polish the marketing message before writing the text. Throughout the campaign, utilize two or three key points that support the overarching goal and repeat them.

Then, for each of the scheduled postings, write and modify all of the captions. Use social calls to action (CTAs) like: to encourage your client’s audience to take the next step.

  • Buy now
  • Find out more.
  • Sign up

7. Schedule and upload campaign content

Aside from livestreams, you may plan out all of your social media campaign material ahead of time. When you schedule instead of publishing on the spur of the moment, you can be certain that everything will be delivered on time.

Determine the Most Appropriate Time to Post

It’s preferable to publish content when your client’s audience is most likely to read and react to it, unless you’re scheduling campaign articles around things like product debuts or sale announcements.


Check Agorapulse’s audience report to see when they’re most engaged. Make a list of the ideal times to publish on each channel and write them down in your campaign calendar.

Publish Campaign Content in Bulk

Save time by using Agorapulse’s bulk publishing feature instead of manually submitting each article. You may either submit a collection of pictures or a CSV file with campaign material and links.


Review the postings, double-check the time, and add UTM tracking settings. Then, with a single click, schedule all of the material.


8. Verify Stakeholder Acceptance

You can ask stakeholders to sign off on the campaign material after it’s been scheduled. Stakeholders can see how the text and creatives come together since Agorapulse produces previews that illustrate how the post will appear when it’s live.

First, double-check who needs to sign off. Is it the account manager at your agency, the client’s point person, or both? Then, to have campaign material authorized, utilize one (or both!) of the following methods:

  • Assign stakeholder positions. Any particular position may be assigned to an internal or external stakeholder. The post will not be published until the assignee has given his or her approval.


  • Make a calendar that everyone can see. Give customers access to your Agorapulse Shared Calendar so they can receive a quick summary of what’s going on without having to do any work. They may see and comment on any scheduled post, but they are not required to do so.


9. Keep track of social media engagement.

Your team should be prepared to track interaction once the campaign material goes live. To make your process more efficient, follow these suggestions:

Reply to Saved Messages


There’s no need to type the same thing again and over. Create stored responses on the Agorapulse dashboard to help your team react to engagements faster.


Moderation may be automated.


Allowing spam comments to see the light of day is not a good idea. So you don’t have to spend time, you may set up moderation rules to hide, remove, or evaluate spam comments.


You may also assign significant comments or direct messages to team members automatically. So that your staff doesn’t miss any important engagements, mark them for future follow-up.

Items in your social inbox should be labeled


Clients often inquire about consumer perceptions of the brand or product. To gather data for your campaign report, create labels that represent consumer emotion.

10. Make the most of social listening

Your company may use social listening at any moment. It is, nevertheless, very useful during social media campaigns.

Mentions to keep an eye on


Agorapulse listens for direct brand references automatically. You may also use searches to keep track of unintentional comments or discussions regarding your client’s goods, services, or even rivals.

Campaign Hashtags to Follow


Did you come up with a marketing hashtag? Add it to your listening dashboard to stay on top of any pertinent conversations. From the Agorapulse dashboard, you can also react or share.

11. Evaluate and improve

Whether you’re conducting a short or lengthy campaign, keep an eye on the numbers while it’s running. As a result, your team will be able to identify and resolve problems, as well as maximize the results.

Keep an eye on the campaign’s progress.

Stay on top of key indicators using Agorapulse’s reporting dashboard. You may see involvement throughout the campaign period, for example.


To have a deeper look at the stats for specific posts, go to the content report.


To evaluate how much buzz you’re creating, keep a watch on hashtag interactions and brand mentions.


To keep track on your Facebook ads, use Agorapulse’s AdsReport service. Metrics like as CTR, CPM, and revenue may be tracked.


Campaign Optimisation

Make changes before the campaign finishes if your client’s campaign isn’t achieving the objectives you established. Experiment with optimizations such as:

  • Reworking the message to make it more appealing to the target demographic.
  • Improving CTAs so that they promote the appropriate behaviors.
  • Posting at times that are more convenient for the audience.

12. Analyze and report

At the conclusion of a one-time campaign or at regular intervals throughout a continuing promotion, report on the outcomes. Use these pointers to make your agency’s reports as informative as possible while saving time.

Concentrate on the Most Important Metrics

Over 100 metrics may simply be included in a marketing report. Reports, on the other hand, are frequently more useful when they concentrate on the most important indicators.


To put it another way, you might begin with a marketing summary to provide context. You may then quantify the findings and highlight the best-performing content for a brand awareness campaign.


You may also use hashtag conversations to gauge consumer sentiment and report on them.


Produce thorough reports

You may build bespoke reports with Agorapulse using the social profiles and data that matter to you. You may deliver reports to any internal or external stakeholders on a weekly or monthly basis.


Add additional metrics to the social media report before sending it to your customer. You might, for example, provide a breakdown of any sponsored campaigns from AdsReport.


Google Analytics breakdowns of website traffic, conversions, and e-commerce income may also be included.


Expert Opinions Should Be Included

Finally, provide the following professional advice from your team in the report:

  • Are you on track to achieve your campaign’s objectives?
  • What were the campaign’s high points and low points?
  • What would you do differently if you could do it all over again?
  • How much money did the campaign bring in?


Bring Your Business to the Next Level

Use this advice to develop a strategy that works for both your team and your clients, and make sure to give planning, execution, and analysis equal weight.

Social media marketing can help you connect with your audience. But it can also be one of the most frustrating, time-consuming, and expensive marketing techniques you use. Why? Well, it’s tricky to measure the impact of social media on driving traffic to your website, getting sales, and generating leads. It’s also difficult to integrate social media into a marketing strategy because it can be a distraction if you’re trying to run your business. The truth is that you don’t need to be a social media guru to successfully use social media to drive traffic to your website and generate sales. I’ve put together 12 simple steps to help you create a successful social media campaign.. Read more about social media plan pdf and let us know what you think.

Frequently Asked Questions

How do you create a successful social media campaign?

Start with the objective: what are you trying to achieve? Determine your audience and their pain points Map out a schedule and use accountability Utilize influencer strategies Visualize your goals with a Scratch Map Measure your analytics on Nielsen’s 360 Stay unified. Treat your fans, followers, and customers as equals.

What are the 10 steps to developing a compelling social marketing plan?

These 10 steps include: 1. Set a strategic communications goal 2. Determine a communications strategy to achieve your goal 3. Identify your target audience 4. Choose an online and offline communications mix 5. Establish a communications timeline 6. Establish a communications budget 7. Develop short- and long-term communication goals 8. Divide marketing activities into categories 9. Create and use a communications template 10. Measure success Developing a compelling social marketing plan has ten steps.

How many steps are involved in social media marketing success?

On average, people spend 150 hours on social media. Social media marketing involves collecting information about marketing strategies, creating communications with targeted audiences, completing advertising on platforms, and implementing a marketing plan. Success requires the investment of time, money, resources, and other types of specialized expertise known as ‘followers’. Success also requires engagement with different social media platforms Success is difficult to define clearly as there are multiple reasons behind it, such as reaching a target audience or playing with the latest trends, and many activities take place in undefinable time frames. Successful organizations typically engage in a combination of different activities through an integrated marketing plan.

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