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© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Using Brandwatch for:
• Strategic Program Planning
• Partnership Building
• Engagement
• Tracking
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Who am I?
2
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 3
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
• Created on behalf of the 1,200 farm families in New England and Upstate NY who own
Cabot Creamery Cooperative, to honor their commitment to volunteerism and doing good
in their communities.
• Partnerships with volunteer matching organizations and platforms including Create the
Good, All for Good, VolunteerMatch, GiveGab, and more.
• Partnerships with non-profits such as Habitat, Give Kids the World, and others.
• Events both on the ground, and online.
• Like-minded prize partners include other co-ops, other B-Corps, farmers, and more.
4
About Reward Volunteers (RV)
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Some RV stats:
• Began February 14 2012; now in sixth phase.
• 242,228 hours logged by 3,680 volunteers,
benefitting 3,500+ organizations (so far).
• $51,000 donated to 36 non-profits since the start.
• $235,300 worth of prizes awarded to date.
• 42 Celebrity Cruise Winners use Reward Volunteers.
• 17 Celebrity Cruise Winners have won prizes.
5
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Prize Partners
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
When you log your volunteer time, and share it online, you help:
Briefly… why should you log hours?
• Inspire others to volunteer
• Promote the organization you care so much about
• Support Cabot farmers’ desire to encourage
and reward volunteerism
• Celebrities/Alumni for future cruises will be
chosen from among RV users!
7
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
So: How do we use Brandwatch
to promote volunteerism?
8
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
With Brandwatch, we can:
9
1
2
3
Track the conversation—and engage.
Listen for hot topics in
Volunteerism, which helps:
Conduct Research
• Find new events & media opportunities
• Identify partners & like-minded organizations
• Understand geographic differences
• Learning resource
• Hone marketing messages
• Ideation—for content, programs,
promotions, etc.
• Category emphasis & uniqueness
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Track Program Conversation & Engage
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Campaign Monitoring
The results below are part of a huge query about Cabot and Cabot products
that includes the RV program and others.
Shown here are the Reward Volunteers TAG results.
11
Why do a large,
complex query?
Helps avoid overlap in
results, and uses your
account more efficiently!
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Broad Query with Tag Rules
12
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Reward Volunteers Tag from
Cabot Broad Query
13
The RV strategy targeting organizations is very strong,
and it pays off. Over half of the RV mentions are from
organizations, many of which are Cabot partners.
Cabot’s RV team engages with both individuals
and organizations who mention the program.
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Track & Respond
14
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Dashboard Set Up Tip: Aligned Authors
We don’t want to measure our success based on team-member content.
15
• Create author list including all team-member
author names on all platforms
• Then, exclude that list from entire dashboard
(you can always change it if you want to see!)
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Dashboard Set Up Tip: Irrelevance
How do you manage irrelevant content?
16
• You can only make your queries so long!
Create RULES that push content into “irrelevant” tag,
then exclude that tag from entire dashboard
(you can always change it if you want to see!)
• NOTE: if it’s REALLY spam, report as spam.
We use the term loosely here…
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Create Rules, or Select Content
and Categorize?
• Tags are on-the-fly…
no reason to set rules
• Categories: if you’re not planning
to do ongoing analysis, you can
mark the content straight from the
dashboard for timeframe
17
For ongoing analysis, you should
definitely set rules.
It’s worth the prep time!
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Categorization Tips
• I like to tag the heck out of the content – really anything that could possibly
be interesting, any words that repeat, any concepts you brainstorm…
• Set up charts to group tags that might make sense together. See how they
stack up. See what is missing. Tag that, too.
• Group & create categories from the tags… categories are much easier to work
with for charting/ cross-tabulation
• Be organized—it’s easy to lose track. (I’m old school on this and make written
notes; transfer them to Basecamp after I’m sure.)
18
REFRAME!VISUALIZE! THINK!
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Create Rules—be inclusive
19
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Create Rules—be inclusive
20
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Listen for Hot Topics in Volunteerism
• Hone Marketing Messages
• Ideation
• Category emphasis & uniqueness
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Volunteer Query
Trying to keep politics out of it:
22
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Topics starting point
NEWS only: Everything except NEWS:
23
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Hashtags from broad Volunteering query
24
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
General, Medical, Education & Safety
are the biggest categories
• But, content within the
food/hunger, homelessness,
community clean up, etc. are
very telling and very specific.
• Find organizations that are
most discussed and issues that
consumers care deeply about.
25
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 26
Understanding DONATE: Time, Items, Money
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Volunteer Recognition versus
Doing for Volunteers
27
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Families & Children are huge topics:
28
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Not a huge disparity in male/female
conversation volume, but…
29
…women are doing more recruiting & organizing.
Remember: you don’t
need to run 100% on
thinking queries—save
your juice for when a
random sample won’t do.
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
WHEN should we talk to people who care
about volunteering?
30
Work day into evenings EST
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Research
• Find new events & media opportunities
• Find Partners
• Understand Geography
• Learning Resource
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Partnership
Possibilities
32
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Looking for Media Opportunities –
Monthly Coverage by Mozrank
We all want to report that our efforts and subject matter get amazing media
coverage. But some of this (a lot of this) is really not important.
33
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
But, what if you focus on just the
6-10 ranked sites?
Save time by honing in on what matters…
34
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Geography – looking for opportunities
Create tab with filter for the area we’re interested in and voila!
A microcosm of data:
35
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Geography: look for hotspots
Then, drill down and see what’s going on in these areas.
36
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Topics of Interest
Drill down on topic clouds to quickly find subjects within the
overall conversation.
37
We use these to craft outreach
messages and for team strategy.
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Understand usage of terms
“Triple Bottom Line” has become a phrase that is used somewhat differently in
different circles. It also risks overuse.
38
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016
Remember: you can’t do ideation
in a vacuum
• Messaging and ideation is part of a larger context; but ideas can come
straight from the data.
• Some findings might seem obvious, but that doesn’t mean anyone has
thought about it.
• Researchers can have great ideas.
• Sometimes, the marketers are doing the research, but sometimes, there
are different teams. Communicate!
39
© 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 40
Questions?
wscherer@socialstudiesgroup.com
443.535.0643

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Case Study: Social Studies Group

  • 1. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Using Brandwatch for: • Strategic Program Planning • Partnership Building • Engagement • Tracking
  • 2. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Who am I? 2
  • 3. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 3
  • 4. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 • Created on behalf of the 1,200 farm families in New England and Upstate NY who own Cabot Creamery Cooperative, to honor their commitment to volunteerism and doing good in their communities. • Partnerships with volunteer matching organizations and platforms including Create the Good, All for Good, VolunteerMatch, GiveGab, and more. • Partnerships with non-profits such as Habitat, Give Kids the World, and others. • Events both on the ground, and online. • Like-minded prize partners include other co-ops, other B-Corps, farmers, and more. 4 About Reward Volunteers (RV)
  • 5. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Some RV stats: • Began February 14 2012; now in sixth phase. • 242,228 hours logged by 3,680 volunteers, benefitting 3,500+ organizations (so far). • $51,000 donated to 36 non-profits since the start. • $235,300 worth of prizes awarded to date. • 42 Celebrity Cruise Winners use Reward Volunteers. • 17 Celebrity Cruise Winners have won prizes. 5
  • 6. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Prize Partners
  • 7. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 When you log your volunteer time, and share it online, you help: Briefly… why should you log hours? • Inspire others to volunteer • Promote the organization you care so much about • Support Cabot farmers’ desire to encourage and reward volunteerism • Celebrities/Alumni for future cruises will be chosen from among RV users! 7
  • 8. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 So: How do we use Brandwatch to promote volunteerism? 8
  • 9. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 With Brandwatch, we can: 9 1 2 3 Track the conversation—and engage. Listen for hot topics in Volunteerism, which helps: Conduct Research • Find new events & media opportunities • Identify partners & like-minded organizations • Understand geographic differences • Learning resource • Hone marketing messages • Ideation—for content, programs, promotions, etc. • Category emphasis & uniqueness
  • 10. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Track Program Conversation & Engage
  • 11. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Campaign Monitoring The results below are part of a huge query about Cabot and Cabot products that includes the RV program and others. Shown here are the Reward Volunteers TAG results. 11 Why do a large, complex query? Helps avoid overlap in results, and uses your account more efficiently!
  • 12. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Broad Query with Tag Rules 12
  • 13. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Reward Volunteers Tag from Cabot Broad Query 13 The RV strategy targeting organizations is very strong, and it pays off. Over half of the RV mentions are from organizations, many of which are Cabot partners. Cabot’s RV team engages with both individuals and organizations who mention the program.
  • 14. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Track & Respond 14
  • 15. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Dashboard Set Up Tip: Aligned Authors We don’t want to measure our success based on team-member content. 15 • Create author list including all team-member author names on all platforms • Then, exclude that list from entire dashboard (you can always change it if you want to see!)
  • 16. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Dashboard Set Up Tip: Irrelevance How do you manage irrelevant content? 16 • You can only make your queries so long! Create RULES that push content into “irrelevant” tag, then exclude that tag from entire dashboard (you can always change it if you want to see!) • NOTE: if it’s REALLY spam, report as spam. We use the term loosely here…
  • 17. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Create Rules, or Select Content and Categorize? • Tags are on-the-fly… no reason to set rules • Categories: if you’re not planning to do ongoing analysis, you can mark the content straight from the dashboard for timeframe 17 For ongoing analysis, you should definitely set rules. It’s worth the prep time!
  • 18. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Categorization Tips • I like to tag the heck out of the content – really anything that could possibly be interesting, any words that repeat, any concepts you brainstorm… • Set up charts to group tags that might make sense together. See how they stack up. See what is missing. Tag that, too. • Group & create categories from the tags… categories are much easier to work with for charting/ cross-tabulation • Be organized—it’s easy to lose track. (I’m old school on this and make written notes; transfer them to Basecamp after I’m sure.) 18 REFRAME!VISUALIZE! THINK!
  • 19. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Create Rules—be inclusive 19
  • 20. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Create Rules—be inclusive 20
  • 21. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Listen for Hot Topics in Volunteerism • Hone Marketing Messages • Ideation • Category emphasis & uniqueness
  • 22. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Volunteer Query Trying to keep politics out of it: 22
  • 23. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Topics starting point NEWS only: Everything except NEWS: 23
  • 24. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Hashtags from broad Volunteering query 24
  • 25. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 General, Medical, Education & Safety are the biggest categories • But, content within the food/hunger, homelessness, community clean up, etc. are very telling and very specific. • Find organizations that are most discussed and issues that consumers care deeply about. 25
  • 26. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 26 Understanding DONATE: Time, Items, Money
  • 27. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Volunteer Recognition versus Doing for Volunteers 27
  • 28. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Families & Children are huge topics: 28
  • 29. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Not a huge disparity in male/female conversation volume, but… 29 …women are doing more recruiting & organizing. Remember: you don’t need to run 100% on thinking queries—save your juice for when a random sample won’t do.
  • 30. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 WHEN should we talk to people who care about volunteering? 30 Work day into evenings EST
  • 31. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Research • Find new events & media opportunities • Find Partners • Understand Geography • Learning Resource
  • 32. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Partnership Possibilities 32
  • 33. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Looking for Media Opportunities – Monthly Coverage by Mozrank We all want to report that our efforts and subject matter get amazing media coverage. But some of this (a lot of this) is really not important. 33
  • 34. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 But, what if you focus on just the 6-10 ranked sites? Save time by honing in on what matters… 34
  • 35. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Geography – looking for opportunities Create tab with filter for the area we’re interested in and voila! A microcosm of data: 35
  • 36. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Geography: look for hotspots Then, drill down and see what’s going on in these areas. 36
  • 37. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Topics of Interest Drill down on topic clouds to quickly find subjects within the overall conversation. 37 We use these to craft outreach messages and for team strategy.
  • 38. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Understand usage of terms “Triple Bottom Line” has become a phrase that is used somewhat differently in different circles. It also risks overuse. 38
  • 39. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 Remember: you can’t do ideation in a vacuum • Messaging and ideation is part of a larger context; but ideas can come straight from the data. • Some findings might seem obvious, but that doesn’t mean anyone has thought about it. • Researchers can have great ideas. • Sometimes, the marketers are doing the research, but sometimes, there are different teams. Communicate! 39
  • 40. © 2016 The Social Studies Group @wendyscherer #NYKCONF | May 11, 2016 40 Questions? wscherer@socialstudiesgroup.com 443.535.0643