Planning season is in full swing for many content marketers, so the #ContentChat community traded tips on how to best approach reporting and measurement cycles. Read the full conversation below, which explores how to quantify content marketing success, best practices for presenting the data, and the tools you should adopt to support ongoing measurement of your activities.
Q1: Are you working on a 2019 year-in-review content marketing analysis or another reporting project right now? If so, what do you hope to learn? If not, why not?
Many marketers start the new year by analyzing the success of the previous year’s content. Typically, they’re looking to see what types of content performed best, how different channels stacked up, and what topics they should explore next.
A1 That’s on the calendar for tomorrow, actually. I’ve only been in this job for a month and a half, but we’re gonna look at the entire year’s metrics and discuss what worked and didn’t. Good times! #contentchat
— Martin Lieberman (@martinlieberman) January 13, 2020
A1: I am. Most interested to learn what formats performed the best.#ContentChat
— Danielle Bullen Love (@daniellewriter) January 13, 2020
A1 #contentchat We tend to do that as the year closes so in December. We looked at growth metrics and their performance. This gave us insight on where to focus on in 2020 at a holistic level. Then we dove in specific channels and content types to find the growth triggers.
— Bruce Deschamps (@brucedesch) January 13, 2020
A1: I’m reviewing my writing from the past year to see what topics I want to explore this year. It’s exciting! #ContentChat
— Rachel Wendte (@rkwendte) January 13, 2020
Q1: I’ve been working on the social media report gor Visme and we are looking at switching to bigger and better tools for 2020. #ContentChat
— Orana Velarde (@OranaCreative) January 13, 2020
A1. Definitely doing this. Hope to learn the balance of assets created in 2019 and the value add vs the repurposing we have done. Also it particular subjects were more popular than others. https://t.co/JjCvwWf83L
— Jen Brass Jenkins (@chrliechaz) January 13, 2020
A1. I worked on several 2019 reviews to come up with our 2020 recommendations. I have learned that for my clients, simple additions are easier to implement than huge changes. #ContentChat
— Janette Speyer (@JanetteSpeyer) January 13, 2020
A1: I’m with @MLLNNLmotivator here. I’m looking forward and continuing the goals I put in place in 2019. I reviewed 2019 analytics, but I don’t plan on sharing them. They will just help me move forward.#ContentChat
— Dr. Donald Hecht (@realDocHecht) January 13, 2020
A1: Yup! We waited until the year closed so that we could include December numbers as well. We provide insights and recommendations for optimization. #ContentChat
— Berrak Sarikaya 👩🏻💻| B2B Strategist (@BerrakBiz) January 13, 2020
A1. We just presented ours last week! Happily, it provided a lot of affirmations that our current content strategy is taking us in the right direction! It also offered valuable insights on what content was best received. #ContentChat
— GreenRope (@GreenRope) January 13, 2020
That said, annual content audits are not conducted by all marketers, or they are just one piece of the measurement puzzle. We’ll explore some different reporting cadences in Q8.
Yeah, my mantra is #ContinuousImprovement.
Go for singles, not home runs. A home run strategy is a fool’s game.
To figure out how to improve you need to understand where you are now. Every day is a new starting point.
#DontJustDoStuff #ContentChat— Tod Cordill (@todcordill) January 13, 2020
A1) #contentchat We tend to analyze as we go in order to try new things or repeat successes, but a full year in could be interesting.
— Diana Richardson (@DianaRich013) January 13, 2020
Q2: When you compare your 2019 marketing metrics to your goals, how do you quantify success? And how do you present your results versus plan to your leadership team?
It’s best to define success metrics before the start of any project. A few ways that marketers define success include:
A2. Before we sign a contract with any client we define our success metrics. These measures of success plus our reports are presented every month. If something needs tweaking we can then jump on it. #ContentChat https://t.co/Y2JmjbqQOH
— Janette Speyer (@JanetteSpeyer) January 13, 2020
A2: Success for me is in vanity metrics as well as more impactful long-term metrics such as leads, messages, relationships, etc. (some of which is difficult to track!)#ContentChat
— Dr. Donald Hecht (@realDocHecht) January 13, 2020
A2. We look most closely at growth, whether that be audience size, impressions, engagements, link clicks, CTRs, or page time. Our team chooses to build our plan around the most informative results, and we emphasize those when presenting to leadership. #ContentChat
— GreenRope (@GreenRope) January 13, 2020
A2. Commercial impact of campaigns. Each campaign is dissected and analysed. Leads, opportunities and converted customers are reported back on. #contentchat
— James Mckellar (@JamesMckellar) January 13, 2020
A2 #contentchat. We assign specific KPIs and related metrics to our business goals. Over the analyzed period, we compare data year to year and see how we were able to move the needle +/- and analyze identify the reasons it worked or didn’t.
— Bruce Deschamps (@brucedesch) January 13, 2020
A2. My 2019 success metric was getting some of our content attached to a documented content strategy. We achieved that with about 18% of our assets. There may be strategies with others, but they aren’t documented. #ContentChat https://t.co/M9DPQVYh9q
— Jen Brass Jenkins (@chrliechaz) January 13, 2020
Be conscious of how ambitious your goals are, and take that into consideration when evaluating your success.
A2a: I take into account if it was an incremental goal or a stretch goal, and then try to identify why we met or exceeded the goal. #ContentChat https://t.co/wz6weFIVXr
— Erika Heald | Content Marketing Consultant (@SFerika) January 13, 2020
When reviewing your data, layer any relevant context that could have influenced the numbers. This can also help identify any anomalies that could have shifted your results.
A2b: If there was some sort of magical unicorn event/activity that isn’t replicable, I make sure to note that when I present our results (usually via PPT in a meeting) #ContentChat https://t.co/I76sOPTJNe
— Erika Heald | Content Marketing Consultant (@SFerika) January 13, 2020
What’s even more difficult is trying to draw an exact correlation between your vanity metrics and conversions (or whatever you identify your bottom line as). #contentchat
— GreenRope (@GreenRope) January 13, 2020
A2 #contentchat we also take specific events internal/external events that might have affected those results.
So that we give a holistic picture to leadership but are able to dive in details when asked, to explain specific Results when we have not reached our targets.— Bruce Deschamps (@brucedesch) January 13, 2020
When sharing your results with your leadership team, tailor your approach based on their needs. There is no single “correct” approach, but you should generally use charts and graphs to highlight your data and keep your information primarily high-level, with more detailed information available in case the executives are interested. This process is much more efficient if you take the time to properly set goals at the start of any year or project, and identify your executive team’s top priorities so you can focus on those when delivering results.
A2a. Communicating to stakeholders is so varied. We have some new leadership in place and are trying to determine what gets reported where and how. I prefer charts and graphs paired with thumbnail pic of the assets. #ContentChat https://t.co/M9DPQVYh9q
— Jen Brass Jenkins (@chrliechaz) January 13, 2020
A2: At my last agency, I used the annual metrics to see how we stacked up to our goals. I then would build my next year proposal based on the metrics and presented it (both results and proposal) to the clients. #ContentChat https://t.co/oA7BfQC4dm
— Jeremy Bednarski (@JeremyBednarski) January 13, 2020
By client: Bubble chart of most engaged and influential customer/audience people, linked to bar chart showing progress toward channel-based tribe integration (ours, theirs). All about building a fanbase who are part of, and own, our story. #ContentChat #dataplatform
— Ed Alexander (@fanfoundry) January 13, 2020
Q3: When you see that you have far exceeded one of your goals, how do you determine how to adjust your next year’s goal accordingly?
As explained above, you need to understand the context of any metrics before setting goals for the next year.
A3. Sales reps love it when they produce great numbers due to an anomaly and their quota is therefore raised the next year. Yeah, right.
Content is similar. It’s important to understand WHY you exceeded your goals. Then you can raise your goals and repeat the WHY. #ContentChat
— Tod Cordill (@todcordill) January 13, 2020
A3: Unless you can link it to an extraordinary event, you need to crank that motha up to 11!
Anything that can be “far exceeded” wasn’t set properly in the first place.#ContentChat
— John Cloonan (@johncloonan) January 13, 2020
A3: I tend to look at what drove the success. Then determine if we just underestimated what the results would be or if it was driven by something specific that we can replicate. #ContentChat
— Jeremy Bednarski (@JeremyBednarski) January 13, 2020
A3 #contentchat the context of exceeded targets here is important. We might have done amazing but it might have been affected by external factors. We need to understand and acknowledge those factors to stay realistic in terms of projecting new targets.
— Bruce Deschamps (@brucedesch) January 13, 2020
A3. Look at past data sets and contributing factors and try to determine if it was an anomaly or replicable growth. #contentchat
— GreenRope (@GreenRope) January 13, 2020
A3 We look at the peaks and what influenced them. For the next goal we definitely try to shoot for something similar if not higher. #contentchat
— Orana Velarde (@OranaCreative) January 13, 2020
With all your background in place, next assess what might be realistic for ongoing growth. Remember that certain KPIs like share of voice are heavily influenced by your competitors and other factors you cannot control, and some KPIs may hit a plateau that will take a significant investment to improve from.
A3: I always start by trying to understand if I was being conservative with the initial goal, or if something changed that made it easier to achieve. Next, what is realistic for ongoing growth? Sometimes you hit a plateau that will take a significant investment. #ContentChat https://t.co/j5ODz7Lz3Y
— Erika Heald | Content Marketing Consultant (@SFerika) January 13, 2020
When reviewing your exceeded goals, think about how you can apply those tactics or learnings to help achieve your other goals. Or, see if you can rework that exceeded goal to make it more of a challenge but still
A3: If I overshoot my goal, I think about a related goal that I’d like to achieve as well. I see which tactics I can use from the previous goal for the new one, which keeps me motivated 💪🏼. #ContentChat
— Rachel Wendte (@rkwendte) January 13, 2020
A3. Our clients are always raising the bar for us, so exceeding our goals is a little difficult. We aim to get the goal they set for us. So we have a percentage we get to and if they are in a position to move it further. We discuss other objectives. #ContentChat https://t.co/QQ8C0dtfZc
— Janette Speyer (@JanetteSpeyer) January 13, 2020
A3 My team would probably say, if we exceed our goals, let’s still try to exceed them even further. Or think of other important targets on the same project #ContentChat
— allison ryder (@allisonryder) January 13, 2020
Q4: Of course, we don’t always meet our goals. When your metrics show you did not meet one of your goals, how do you determine why the goal wasn’t met, and report this information to the larger team?
Understand why a goal was missed so you can best communicate that to the team and chart a new path to success.
A4: I check my data. I also, check to make sure I didn’t make the goal out of reach. Then I see what missed and where. #contentchat
— Brandie McCallum (@lttlewys) January 13, 2020
A4: I love doing this type of failure analysis. Ask “Why did we miss this goal?” When you come up with an answer, ask why that happened. Continue until you run out of answers. Report the root cause, use the rest to support your case. #ContentChat
— John Cloonan (@johncloonan) January 13, 2020
A4. Sad to say, we don’t make our goals because they are usually stakeholder tactics. Once we are able to use our tactics and demonstrate the goodness, we are given more freedom. #ContentChat https://t.co/Sf1sJb58Oj
— Jen Brass Jenkins (@chrliechaz) January 13, 2020
A4: If a client has a goal in a campaign that we didn’t meet, I look at what else we were working on at the time & priorities. Usually I can find a disconnect between effort, promotion, & prioritization. If I can’t, I look at audience metrics to see where we fell. #ContentChat
— Rachel Wendte (@rkwendte) January 13, 2020
A4: It all has to do with the analysis. Comparing several metrics may help. For example, if your reach went down but you also posted less often, maybe you should adjust your schedule instead of your goal.#ContentChat
— Dr. Donald Hecht (@realDocHecht) January 13, 2020
A4: Similar to Q3, I look to see if there is anything specific to attribute the lack of results. Sometimes I make goals based on things I discuss with clients that don’t end up materializing (for example, a badly-needed website redesign) or they change direction. #ContentChat
— Jeremy Bednarski (@JeremyBednarski) January 13, 2020
A4. Again, look to all possible contributing factors. Analyze if this was a strategic failure or an uncontrollable anomaly. How much do outside forces and adaptability weigh in. Be honest with your team and give a plan for future success. #contentchat
— GreenRope (@GreenRope) January 13, 2020
A4: If a goal isn’t met, looking at the systemic and circumstantial causes is where I start. Is there something we can fix in the fabric of the way we work that will ensure we meet the goal? Let’s start there. #ContentChat
— Maureen Jann (@SuperDeluxeMo) January 13, 2020
When delivering bad news, Erika recommends doing so face-to-face. It’s best to be transparent in the process and explain the previously explored reasons why the goal was missed. When communicating with your executive team especially, keep the details high level and only focus on the KPIs they view as important.
A4: It’s always best to deliver bad news face-to-face when possible. When we don’t meet our goals, I go back to the original assumptions we made, and identify what (if anything) changed, and if we were able to execute the strategies that were supposed to support it. #ContentChat
— Erika Heald | Content Marketing Consultant (@SFerika) January 13, 2020
A4) #contentchat Blerg, it always depends on the goal. I look at the data from a learning standpoint anyway. If I set a goal, I’ll still look at results from all different sides to learn. That will also help create highlights when talking to higher-ups or another team.
— Diana Richardson (@DianaRich013) January 13, 2020
A4 There’s high level goals like
Increase revenue by 10%,
and there’s “stepping stone” goals that help achieve the big goal.
Stepping stone goals are for your own use. The CFO just doesn’t care if you doubled website traffic. No need to report on them.
#ContentChat— Tod Cordill (@todcordill) January 13, 2020
Q5: What tools and resources do you use for analyzing your content marketing metrics?
Check out the community recommendations below. Are we missing your favorite(s)? Let us know in the comments.
A5: I use Google Analytics, Google Drive, @SproutSocial reporting, individual social platform reporting, and my own templates for most of my reporting. #ContentChat
— Erika Heald | Content Marketing Consultant (@SFerika) January 13, 2020
A5: My big two are Excel and Google Data Studio. One for digging in, and the other for showing out. #ContentChat
— John Cloonan (@johncloonan) January 13, 2020
A5: Mostly Google Analytics and HubSpot. For deeper dives on PPC and SEO, I had specialists that pulled reports out of Google Ads and SEMRush. #ContentChat https://t.co/US3lhkNCZK
— Jeremy Bednarski (@JeremyBednarski) January 13, 2020
A5 @TubeBuddy, @Talkwalker and @Agorapulse are 3 big tools for tracking my #content metrics. #Contentchat pic.twitter.com/farGy0NChE
— Dan Willis #SMMW20 🎙🎥 (@MLLNNLmotivator) January 13, 2020
A5. Falcon, GA, Eloqua, YT, FB, IG. Reporting and measuring campaigns by piecing together analytics from different tools and resources gives us a good overall picture. #contentchat
— James Mckellar (@JamesMckellar) January 13, 2020
a5) #contentchat
– website analytics
– social metrics
– email marketing stats
– my brain 🧠— Diana Richardson (@DianaRich013) January 13, 2020
A5. @SproutSocial, @googleanalytics, @UnionMetrics, @Facebook, from this we compile a report that we analyze with our clients. We look for influencer activity and engagement, impressions and visits to the website as primary metrics. #ContentChat https://t.co/RKGajJ4qeW
— Janette Speyer (@JanetteSpeyer) January 13, 2020
A5a I’ve still found that templates customized to different stakeholder needs work the best; I’m patching together data from a lot of different platforms, so it’s a serious jigsaw puzzle. #ContentChat https://t.co/JEuuOkRp8a
— Jen Brass Jenkins (@chrliechaz) January 13, 2020
A5 #ContentChat @talkwalker, @googleanalytics, native social media analytics platforms, Google Data Studio are just a few examples.
— Bruce Deschamps (@brucedesch) January 13, 2020
A5. GreenRope, Twitter Analytics, Google Analytics, Facebook Business Manager, to name a few. #ContentChat
— GreenRope (@GreenRope) January 13, 2020
Tired of endless clicking in #GoogleAnalytics? Or manually putting together a report every month?
Check out Data Studio for beginners. #ContentChat https://t.co/azjV59eRNE
— Tod Cordill (@todcordill) January 13, 2020
We’ve worked on creating automated reporting with Google Data Studio, but that only works for one particular set of stakeholders. They also do take some maintenance. #ContentChat https://t.co/2h8g23qZbv
— Jen Brass Jenkins (@chrliechaz) January 13, 2020
Q6: What format does your content marketing reporting take? And does this vary by your audience for the reporting?
PowerPoint and Google Slides presentations are most common for reports—especially since they work well with charts and graphics—but this can vary by team.
A6: This company loves a PowerPoint deck. So end stage reporting to management takes that form. #ContentChat
— John Cloonan (@johncloonan) January 13, 2020
A6 #contentchat custom digital dashboards and PPT decks to develop insights and keep track of historical data.
— Bruce Deschamps (@brucedesch) January 13, 2020
A6) #contentchat lots and lots of visuals (and by that I mean graphs). Whenever I analyze anything I always try to think of a way to visualize it rather than have it in a table.
— Diana Richardson (@DianaRich013) January 13, 2020
You should always include a summary of the findings, or top-level details so that stakeholders can quickly distill the main information.
A6a: For my executives, I always summarize my reporting in slides. And summarize the highest level results in a few bullet points in the email that accompanies those slides. Having the TL&DR is so important. #ContentChat
— Erika Heald | Content Marketing Consultant (@SFerika) January 13, 2020
A6a: The first couple of slides are for the executives (or for our clients to pass on to others on their team) and then the breakdown is for the specific campaigns. I also left out testing data in that initial list. #ContentChat
— Berrak Sarikaya 👩🏻💻| B2B Strategist (@BerrakBiz) January 13, 2020
You can include a range of information in your reports, including your goals, KPIs, insights, and proposed next steps.
A6: It varies by audience and project but it always includes:
– Overview
– Month/Quarter by the Numbers
– Insights & Recommendations
– Campaign breakdown (this is the meat of it with the data)
– Next steps#ContentChat— Berrak Sarikaya 👩🏻💻| B2B Strategist (@BerrakBiz) January 13, 2020
A6: I pretty much use the same format for each report, Overview, Summary, Goals, Data from each platform with explanations, Any changes to goals. #contentchat
— Brandie McCallum (@lttlewys) January 13, 2020
A6. We can get some good dashboards out of GA for some of the basic stuff — page views, time on page, sources #ContentChat
— allison ryder (@allisonryder) January 13, 2020
A6: Mainly our reporting was a monthly dashboard that we standardized to make it more efficient and something our contacts could easily share with their exec. teams. But honestly, I think we oversimplified it, so I verbally went over most of the explanations. #ContentChat https://t.co/FWt3veYe0g
— Jeremy Bednarski (@JeremyBednarski) January 13, 2020
The key is to tailor your report for your intended audience, with a focus on where to go next. Following any executive meetings, we recommend meeting with your core team of content creators to further explore the results and action items.
A6b: For teams that will have to “do something” in response to my data analysis, I like to combine the slides with a meeting where we agree upon action items, and augment the slides with spreadsheet data that supports the to do’s. #ContentChat
— Erika Heald | Content Marketing Consultant (@SFerika) January 13, 2020
Jen shared a couple examples to give you some direction.
A6. Pics of a couple different reporting types I use #ContentChat pic.twitter.com/E6qru7UPxf
— Jen Brass Jenkins (@chrliechaz) January 13, 2020
Q7: Do you include distribution channel performance in your content marketing reporting? Or, is that left up to individual channel owners? For example, social media is often a key distribution channel; are you including social performance in your content reporting?
Most marketers agree that understanding channel performance is critical for guiding a successful content marketing strategy.
A7: We included the channels so we could discuss performance of each and make any recommendations based what the data told us was working and what wasn’t. #ContentChat https://t.co/y5NbDnpA2C
— Jeremy Bednarski (@JeremyBednarski) January 13, 2020
This is so important! If we don’t hold ourselves accountable for understanding how our distribution and engagement channels are performing, we aren’t doing our full job IMHO. #ContentChat
— Erika Heald | Content Marketing Consultant (@SFerika) January 13, 2020
A7: My content marketing plans include channel plans because content distribution is so important. That means my ongoing reporting also has to check in on those channels to ensure they are working as intended. #ContentChat
— Erika Heald | Content Marketing Consultant (@SFerika) January 13, 2020
A7 #contentchat i always do as it is my main focus area.😋 Content and social media.
— Bruce Deschamps (@brucedesch) January 13, 2020
A7) #contentchat Usually, yes, because it helps tell the whole story instead of segments.
— Diana Richardson (@DianaRich013) January 13, 2020
A7: Yeah, if nobody sees it on any channel, then it didn’t happen. #ContentChat
— John Cloonan (@johncloonan) January 13, 2020
A7. We always include social performance. If you spend significant resources on it, it’s essential to any report. Social is great for generating brand awareness, reporting on it is a great way to highlight top of the funnel successes. #ContentChat
— GreenRope (@GreenRope) January 13, 2020
However, silos can add hurdles for data gathering.
A7. I would love to combine many channels; we are still heavily impacted by siloing. #ContentChat https://t.co/lQTvcw1bL9
— Jen Brass Jenkins (@chrliechaz) January 13, 2020
A7b; When I have worked in orgs where I was not able to gain access to the channel data that impacted my content’s performance, it was also very difficult to be able to count on those channels for driving distribution and engagement. Silos are terrible. #ContentChat
— Erika Heald | Content Marketing Consultant (@SFerika) January 13, 2020
Q8: How frequently will you engage in #contentmarketing measurement and reporting in 2020?
Content marketing reporting typically happens on a monthly, quarterly, or annual basis, as well as after specific campaigns. With the right tools and processes in place, though, some teams are able to track KPIs on a daily or weekly basis.
It’s important to find a cadence that works best for your team’s resources. You’ll want to gauge your content’s success early enough to change course as needed, but overanalyzing your data will limit your ability to actually execute on your ideas. Read below to see how the #ContentChat community tackles their measurement:
A8. Monthly, quarterly, and on a campaign by campaign or project basis. #ContentChat https://t.co/Hzrx5cjvp0
— Jen Brass Jenkins (@chrliechaz) January 13, 2020
A8 #contentchat same as last year. At monthly, quarterly, yearly level we do a deep dive and it works for us.
— Bruce Deschamps (@brucedesch) January 13, 2020
A8: I’ll continue with daily monitoring via dashboards, weekly reporting, and then quarterly audits. #ContentChat
— John Cloonan (@johncloonan) January 13, 2020
A8: For our clients, we build in monthly & quarterly insights to our strategy. For my own, I’m starting to get back in the groove of my personal writing again, so probably quarterly. #ContentChat
— Berrak Sarikaya 👩🏻💻| B2B Strategist (@BerrakBiz) January 13, 2020
A8) #contentchat either monthly or per campaign cycle. Depends on what makes the most sense and what we have going on with clients vs ourselves. And then YoY, too.
— Diana Richardson (@DianaRich013) January 13, 2020
A8: In my next position, most likely monthly with a check or two during the month. #ContentChat
— Jeremy Bednarski (@JeremyBednarski) January 13, 2020
A8. We always present weekly, monthly, quarterly, and yearly reports to our team. I think weekly is too often to measure true growth (they’re usually brief updates) but the others are good intervals to gauge success. #contentchat
— GreenRope (@GreenRope) January 13, 2020
Q8: I’m trying to be far more intentional about asking about this for clients. As consultants, we get left out the follow up after we create content and I think to bring more value, I’m going to try to encourage peeps to include us in the plan from the start #ContentChat
— Maureen Jann (@SuperDeluxeMo) January 13, 2020
A8: Weekly, monthly, quarterly, and yearly. Every step is a piece of the larger story you’re telling for the brand.#ContentChat
— Dr. Donald Hecht (@realDocHecht) January 13, 2020
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