January 27, 2012
by pascaljappy
While monitoring – particularly of the social subspecies – is on everyone’s lips today, it is often considered in only one of two contexts:
- Customer feedback: by monitoring all customer expression channels (social media, phone, email …) and applying heavy technological machinery to face the daunting task of analysing the huge volumes implied, a summary of pain points can be extracted in order to alter the very structure of internal services and support
- online PR measurement: since media production and consumption has shifted online in the past few years, paper clippings are no longer sufficient to evaluate the success of PR campaigns and online monitoring is used to complete the picture
While both are very valid uses, I’d like to point out a few more. Not because of a sudden crave for encyclopedic endeavours, however pleasant that may be, but because recent evolutions in the social and media landscape dictate profound changes in the way companies and organizations engage with their publics and monitoring is the single most important tool to navigate these often complex waters.
How the Web was won
This is a chart we use on our website to explain the four phases of engagement that must be considered in any communications campaign: Listen, Map, Engage, Measure …

4 phases of Engagement in a web 2.0 environment
… and back again.
That “back again” is the essential part! While in the past you could plan, execute and measure, the web 2.0 has changed all this and mobile is only making it more complex. The minute a message leaves your company (very often, way before that …) it is amplified, distorted and relayed at various speeds and frequencies depending on media, channels and communities. As previously mentioned on this blog, this new environment requires your PR and communications to learn from Agile and Extreme programming methodologies in order to adapt. Monitoring is essential to plan ahead and gain rapid feedback from all possible channels.
Who you engage, how, and what you measure to keep the boat pointing in the right direction are important aspects of your monitoring plan. The real takeaway is that monitoring is behind all four of these phases.
12 essential goals
OK, I lied. I don’t have 12. 12 sounded like a great number. Large enough to pull the crowds and not so large that I would scare anyone away. But the fact is that the number varies on your own campaign. What are you trying to achieve? Consider all the aspects of your campaign then choose the most relevant from the list below and add your own!!
So, here we go, in no particular order.
Preparing a product launch
Chances are your new product will appeal to many audiences: users who want to know when and how and how much; journalists, who want to know what to write, whether it’s worth their time (unless you’re Apple); bloggers, who want to be the first to spread the news and gain influence and credit (and traffic); resellers, who want to know whether you have addressed past product criticism, whether the rumors about a feature are true …
All of these audiences and expectations need to be identified and addressed for a successful launch. For a recent and compelling example, see how Nokia launched their Lumia 800 after years of struggling in the smartphone market.
Counting on my fingers, that’s at least 4, right there !
Preparing your entry on social media
With Facebook rocketing towards the billionth member mark, not a day goes by without 20 messages turning up in my mail box enticing me to join the party and triple my company’s revenue on social media. Yet the reality is more sobering, and for every success story, ten companies are realizing the emperor really is naked.
The withheld truth is that social media is not a one-size-fits-all marketing venue. Set foot on the wrong network with the wrong approach, and that free community will suddenly look very costly.
Here are a few things you can measure before pressing the GO button:
- Find out where your prospects/customers are. There’s no point in painting your house blue for Facebook if you should be thinking of Linkedin instead
- Find out what the hot discussion topics are. Listen before you talk. Identify areas where you can add value
- Understand the internal gearing of the community. Who pioneers the news, who relays it, who is vocal but not listened to, who is really influential …
- Understand critical engagement points. What are the positive topics? What are the negative? What ideas are associated to your brand or products? Are there any false rumors going round …
+4 !
Finding your reputation drivers
As they do every year, Edelman have just published the latest edition of their worldwide Trust Barometer, analysing reputation drivers throughout the world. While I used to be (and still am) a huge fan of that enormous survey, I do have to admit that the granularity somehow doesn’t cut it anymore.
Reputation drivers must be measured on the community level to be acted upon and will be different for every company. Measure what blogs are saying about you and compare that to online media and traditional media. While the main stories will be the same, the finer points of view won’t.
Now, let me count … that’s plenty more.
Optimizing your channels
You have successfully engaged with multiple social media communities, you have a regular newsletter shipping, strong relationships with journalists and bloggers …
You have a corporate message to get across.

Measuring the efficiency of media kits across channels
In which channel is it being best received (open-rates, click-through rates) and relayed (retweets, +1, LIKEs …)? Which format suits which channel best? Answers to these questions are key to optimizing your 1 to many engagement.
Media monitoring
Cheating again! I mentioned that in my introduction.
Yes, but, should you stop monitoring TV and newspapers just because of your online feed? Maybe, maybe not? Which are your strongest lead generators? Where are your opponents being most listened to? What is your competition doing? What is your share of voice on the various channels? All this must be plainly visible from a single vantage point. You can then eliminate what is not providing actionable information.
I’ve stopped counting, by now. I need my fingers to type this.
Public affairs, CSR and stakeholder engagement
Who are the best stakeholders to meet for a specific campaign? Influence is one thing to consider. The more influential the person, the greater the amplification of your message.
But that’s not all. Obviously, you’ll want to know what she’s been talking/writing/filming about recently. Anything about you, or your competition? Are there topics you’re not likely to agree about?
But that’s still not all. What been said/written/filmed about her? influential or not, the reactions she triggers might not be the ones you are looking for? What is her own image within your target audience? …
Bottom line, I promise
There are many more uses and goals, whether you’re a public sector corporation, an agency looking after you client’s visibility, a global company or a niche SMB.
But I hope by now my message is clear : monitoring is no longer (only) a question of plugging a clipping provider’s data stream into an application and counting mentions. As more and more departments and employees are becoming a part of your relations with the outside world, many more sources of information for planning and feedback should be integrated into and shared as a convenient and consistent whole to steer the whole organization towards its top line goal.

Sharing the results of monitoring
Offline media, online media, social media, one to one engagement, events, surveys … all are sources of precious information that need to be considered as monitoring and integrated into your daily tools and processes.
If you have any specific monitoring goals in mind I haven’t mentioned here, I’d love to hear about them. Please leave a comment.
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