Author: Franz Malten Buemann

Lead nurturing emails allow you to build a relationship with your leads and move them down the sales funnel until they are ready to become a customer. It’s one of the best lead nurturing tactics you can use and an essential part of an email marketing strategy.
Why? Because lead nurturing emails radically increase the chances of your leads making a purchase. You no longer have to hope that they will buy your products. Rather, you’ll slowly warm them up until they make that decision.
In this post, you’ll learn best practices for creating high-performing lead nurturing emails to drive your leads to make a purchase.

How does lead nurturing work?
A potential customer may have several types of interactions with your business. They may add something to their cart, subscribe to a mailing list, take advantage of a promotion, or set up a meeting with one of your salespeople.
Lead nurturing refers to the process of staying in contact with your customer throughout each of these stages. You provide valuable resources, discount codes, or reminders to make a purchase.
Overall, to nurture a lead is to build and maintain a helpful, mutually beneficial relationship with them. The goal is to guide them toward making a purchase.
(Tip: If you’re unfamiliar with lead nurturing, we encourage you to take our free lead nurturing course.)
Are lead nurturing emails effective?
Yes. As social media has grown over time, using lead nurturing emails to market your business can sometimes feel like the less fun or hip option. But, it’s still an effective way to expand your market, convert leads, and connect to your target audience, especially if it’s done correctly. 99% of email users check their inbox on a daily basis, often multiple times a day or first thing in the morning. This makes using email a great tool to nurture a lead toward conversion.
As time passes, the lead may not click on your CTA, interact with your business, or make a purchase. Certain leads with an interest in your business will need ongoing engagement to continue down the sales funnel toward conversion. For that, you’ll need to create a lead nurturing email sequence.
Lead Nurturing Email Sequence
A lead nurturing email sequence is a series of emails that is automatically triggered when the lead takes a certain action. For example, once a customer adds an item to their cart, a lead nurturing email sequence could include a purchase reminder, a limited time offer, or a list of similar products they may like.
These sequences keep the lead engaged until they are ready to go forward with a purchase. See this example of a sequence after a lead has abandoned their cart.

The process of lead nurturing occurs over some time with your continuous effort. Building that relationship needs trust, understanding, and consistency. Using emails to nurture your relationship with potential leads can be highly effective. Follow these best practices to make them work best for you:
1. Provide valuable content with include expert insights.
The first priority is to make sure you have something valuable to teach your leads. Think of your lead nurturing emails as mini blog posts. For example, if you sell data backup software, your first nurturing email might focus on the “top six considerations to make before purchasing data backup software.” Remember, you are an expert within your industry. Continue teaching your leads something new, and they will be more than happy to receive your emails and continue engaging with your business.
2. Focus on one relevant topic per email.
Each nurturing email should be focused around one topic and include a call to action. Put yourself in your lead’s shoes when creating your emails, as they are bombarded by messages all day long. Keep the content of your email tied directly to the topic the lead initially converted on. For example, if your lead downloaded a FAQ white paper on data backup software, they are likely near the top of the funnel, researching a future purchase. Your first email’s topic could be “selling the importance of data backup software to your management team.” Speak directly to the problem your lead is trying to solve.
3. Keep it short.
This is not the time to worry about fonts, or adding images or custom HTML. The lead should be able to glance at your email and know within five seconds the value it provides to them. Information overload happens quickly in an email. Adding secondary calls-to-action or unrelated links will increase your unsubscribe rate and subtract from the effectiveness of your campaign. While data suggests that emails should be between 50 and 125 words, it’s okay to extend your message to fully connect with your leads. But keep it concise whenever possible.
4. Ensure the emails progress naturally.
Carefully planning the flow of your emails will help you create well-rounded campaigns that pull your leads through the sales funnel. The first email after the initial conversion might be educational, while subsequent emails should continue to educate while giving the lead an opportunity to convert a second time. This is a perfect opportunity to promote a free trial or the download of a demo. Work with your sales team to determine what qualifies as a “sales-ready lead” and craft your lead nurturing campaigns accordingly.
5. Test your emails and track key metrics.
Email testing is key to fine-tuning your campaigns. As you test your emails, be sure to track key metrics to measure the success of your efforts. Click-through-rate (the percentage of people who clicked a link in your email) and unsubscribe rate are two of the key metrics to track on a regular basis. A strong campaign will generally have an unsubscribe rate of less than 5%. If your unsubscribe rate climbs above 5%, it’s time to re-evaluate your campaign. Try testing new content or a stronger subject line, or adjusting the timing of your emails.
6. Personalize the emails.
You should be sending different emails to different types of leads and personalizing them to who they are specifically. This not only includes who they are as a consumer, but also what their interactions have been with your business thus far. Did they sign up for updates? Have they gotten an automated welcome email? Did they purchase from you once already? How long has it been since you acquired their email address or last had contact? Those are all things that should influence and change the content of the email.
7. Stay consistent to your brand.
Your business has an image, a voice, and a brand. The emails that you send to leads should continue to represent all of those things about your business. Continuing to establish your brand to a lead helps build a relationship that pushes them toward becoming a customer. The familiarity over time will build valuable trust and brand loyalty.
Before you start writing a lead nurturing email, focus on who your lead is and what your goal is for contacting them. Spamming leads with countless emails is more off-putting than it is nurturing. So, ensure your content is worthwhile for leads to read and for your business to send. Follow these tips to get started:
1. Choose a purpose.
Have a goal in mind for your message, whether it is answering an FAQ, delivering on a promised reward, introducing a new product, offering a discount, or sharing other content to engage the lead.
2. Personalize the greeting and subject line.
An attention-grabbing subject line and a personalized greeting are the initial hooks of a lead nurturing email.
3. Address pain points.
How can this product or service improve this lead’s life if they were a customer? Point out a problem that they have that you can solve.
4. Include testimonials.
Knowing that someone else was pleased with your product or service grows the lead’s trust in your business.
5. Share a knowledge bomb.
Including a striking piece of information or research will give your lead something that they’ll remember later on their path to becoming a customer.
6. Use a CTA.
Encouraging your lead to interact with your business through a call-to-action pushes them toward a conversion.
7. Include an unsubscribe button.
Leads that have no interest in your business, product, or service can’t be nurtured into customers. Allow those to unsubscribe so that you can focus on the good-fit leads.
8. Follow up.
Once the email is sent, track what happens next. Did the lead click on your CTA? Did they continue interacting with your business? Did they do nothing? Use that information to determine the effectiveness of the email and to influence what you send to them next.
Make a Seamless Lead Nurturing Strategy
A potential customer’s first interaction with your business is just the beginning. As they proceed down the sales funnel from lead to repeat customer, you will need to continuously engage them. Lead nurturing emails build trust between leads and your business. The sales funnel you create through nurturing emails should smoothly guide your leads into doing business with you.
Editor’s note: This post was originally published in May 2010 and has been updated for comprehensiveness.

I’ll never forget the first time dining at a restaurant after my pandemic-induced hibernation. Before I could ask for a menu, the waitress nodded towards a piece of paper with a barcode on it. “Open your phone camera and scan it. The menu should pop up.”
QR codes have become a common sight almost overnight — from cereal boxes and billboards to even employee uniforms. With a 94% increase in interactions from 2018 to 2020, there’s no denying QR codes are seeing an epic revival in a new touch-free world.

Let’s explore the origins of the QR code, learn how it works, and discuss ways it can refresh your marketing strategy.
Table of Contents
What is a QR code?
Static vs. Dynamic QR Codes
How do QR codes work?
The Origins of the QR Code [+ Its 2020 Revival]
QR Codes for Marketing

What is a QR code?

Short for quick response, QR codes are scannable barcodes that store data. In the marketing sphere, they’re commonly used to redirect users to landing pages, websites, social media profiles, or store coupons.
For instance, someone can place a QR code on the back of their business card to direct you to their LinkedIn profile. A QR code on a billboard may send you to a landing page.
QR codes vary in design and function, and primarily fall into one of the following categories — static or dynamic.

Static vs. Dynamic QR Codes
A static QR code contains information that cannot be modified once it’s live. This means any typo or misstep will require you to create a brand new one. The good news is that static codes don’t expire — so once the content is set, your work is done.
Static QR codes are ideal for storing fixed or sensitive info — think Wi-Fi passwords, employee ID numbers, or access codes. But they’re not so helpful if you need to update your data regularly.
Dynamic QR codes allow you to change your info as many times as you want. This is because the information isn’t ingrained into the code itself. Instead, it redirects users to a specific URL that can be changed at any time. For example, a restaurant can redirect users to a menu on their website.
A major benefit of dynamic QR codes is the ability to gather scanning metrics. While you can’t access personal information from users, you can see the time, location, and device used for each scan. And as marketers, we know these metrics are crucial to gauging campaign effectiveness.

How do QR codes work?
A QR code works similarly to barcodes at the supermarket. Each QR code consists black squares and dots which represent different pieces of information. When scanned, the unique pattern on the barcode translates into human-readable data. This transaction happens in seconds.
Users must scan the code with a QR reader or scanner, although nowadays most people scan QR codes with smartphones. On the off chance your phone doesn’t have the capability, there are plenty of free apps for QR scanning like NeoReader and QuickMark Barcode Scanner.

The Origins of the QR Code [+ Its 2020 Revival]
Invented in 1994 by Masahiro Hara, chief engineer of Denso Wave, the original purpose of the QR code was to track vehicles and parts moving through the assembly line.
Despite being a mid-90s invention, the QR code didn’t gain any substantial momentum until the era of smartphones. But even then, users had to download a third-party app to scan the codes. A real breakthrough came in 2017 when Apple integrated a QR reader into its phones, and other manufacturers quickly followed suit.
Thanks to accessibility, a new wave of hype followed, then quickly dissipated as marketers’ interest fell to the wayside. That is, until 2020. You can probably guess where I’m going with this.
In the US alone, 11 million households scanned a QR code in 2020 — a significant jump from 9 million in 2018.
With the COVID-19 pandemic in full swing, the QR code gave businesses a new way to communicate with customers in a suddenly touchless society. From hospitality and food to retail and manufacturing, a variety of companies used them for the first time.
And for marketers, QR codes can strategically bridge the gap between offline and online media. They’ve quickly turned into dynamic, two-dimensional call-to-action buttons — operating as vehicles to engage customers, inspire action, drive traffic, and share info without having to invest a lot of money.
So, are QR codes here to stay? Whether or not they’ve earned a permanent spot in a post-pandemic world is still up for debate, but there’s no denying its incredible journey since its debut on the assembly line.
Here are a few ways to use QR codes to refresh your marketing strategies.

QR Codes for Marketing
1. QR codes can help you stand out from the crowd.
Differentiating your business from your competitors is definitely a marketing 101 lesson. If used correctly, QR codes can spike the curiosity of your customers and prospects alike. Use this opportunity to link QR codes to exclusive offers or valuable content to carry that curiosity through to a sale.
For example, check out SparkPlug Coffee who ran a giveaway where users could enter by scanning a QR code.

2. QR codes let you target consumers on the go.
Retailers, don’t you wish there were a way to interact with customers on the go? Integrate QR codes into your store signage and other print advertising. Whether you’re providing coupons for shopping in-store or an easy way to sign up for your newsletter, QR codes make it super easy for customers and prospects to access your information fast on their phones.

REI, an outdoor sports apparel retailer, had this signage on the front door of one of their stores to pique interest about their frequent shopper program. Instead of calling out the program, they focused on the benefit (dividends) and provided a QR code linked to a list of products people could purchase with their dividends.
3. QR codes make real life interactive like the web.
Many businesses are shifting their time and budgets to digital advertising, which is more interactive and easier to track than traditional advertising.
QR codes add an interactive component by turning static content into dynamic call-to-action buttons. From asking customers to leave a Google review to redirecting them to a branded Facebook page, you have many options to engage customers.
Even museums, libraries, and parks are leveraging QR codes to breathe life into displays and park benches. Check out this example from the Whitney Museum of American Art in New York City:

4.QR codes are free and easy to set up.
There are multiple resources businesses can access that will allow them to insert a landing page URL and create a QR code that will direct users to that URL with the click of a button.
Sites like QRCode Monkey and Flowcode allow you to set up QR codes in a matter of minutes and provide you with proper image formats to use in your designs.
QR codes are certainly having a moment in the marketing sphere. If you’re thinking about adding them to your strategy, remember that the best practice is to create value. Make sure each code leads to a source of value — such as a coupon or promotion — and requires as few clicks as possible.

I’m always inspired by the creativity that goes into YouTube banners, but if you’re anything like me, you’ve probably wondered how you can create one for your own channel. Well, you’re in luck!I’m here to uncover some of the best-kept secrets about YouTube banners.

In this article, you’ll learn what makes the best YouTube banners so eye-catching, and how you can create your own gorgeous channel art. To answer those questions, I’ve included some excellent resources for YouTube banner templates (spoiler alert: they’re free), as well as 10 creative channel banners that inspire us as content creators.
What makes a good YouTube banner?
A good YouTube banner is eye-catching, readable, and conveys the brand of the YouTube channel. The best YouTube banners include the brand’s logo and channel name. Some great YouTube banners include high-quality photos and graphics to create visual interest.
No matter how good your YouTube banner looks, the last thing you want is for yours to look the same as someone else’s. That’s why the guidelines I mentioned for great channel art are pretty simple. You can build the foundation of your design using those best practices, but your unique creativity is what will set your banner apart from the crowd.
To see these tips in action, let’s look at some fun and creative YouTube channel art examples.
YouTube Channel Art Examples
1. Jillian Harris

Simple, chic, and feminine. Jillian Harris’ YouTube channel art conveys exactly what her brand represents. The banner photo keeps things simple and includes only two pieces of information: her name and the date she established her brand. With a banner like this, the typeface stands out and becomes the design.
Simple channel art works if you’ve got a core following already. Jillian is quite popular on other social networks, and she’s currently migrating her audience to YouTube. The majority of people watching her videos are already familiar with who she is and the content she creates. If they’re not, there’s a welcome video right below the banner where she introduces herself to the new crowd.
2. Learn With Shopify

Shopify understands that building an online business isn’t easy. So, the company offers new and experienced entrepreneurs a library of video content to help them scale to the next level. Learn With Shopify’s banner is straightforward and draws attention to the channel’s goal.
You might think that the YouTube banner dimensions don’t provide enough room to create a dynamic design, but Shopify shows some interesting possibilities in its channel art. The name of the channel is prominent so the viewers know they’re in the right place for all things Shopify, and the green gradient gives this banner depth and creates visual interest.
3. HubSpot Marketing

Maybe I’m a little biased, but our YouTube channel has a pretty cool banner! What we haven’t seen in the first two channel art examples are faces. HubSpot’s banner features full-color images of the creators who present the video content on the channel. Our signature brand art (aka the blobs) are thoughtfully placed behind the creators’ photos so they pop on the banner.
Another fun feature of our channel art is the icon on the far right that points to our free digital marketing certification. If your brand offers more types of content, this is a great way to drive traffic to those other marketing offers.
4. Alphonso Dunn

Alphonso Dunn is a talented and well-respected artist who’s authored several art books. He’s transitioned his passion for educating students to the YouTube screen where he teaches aspiring artists how to hone their craft.
His banner includes samples of his art, his name, logo, and latest books with a link to purchase them. The composition of this banner fits everything in without overcrowding the space which allows the viewer to focus on the rest of his home page.
5. Justin Brown-Primal Video

Justin Brown is the creator of Primal Video on YouTube — a channel dedicated to teaching entrepreneurs how to amplify their businesses with video content. If this is your first time seeing Justin Brown’s YouTube home page, you’ll know exactly what to expect from his content after seeing the banner.
What I like most about this channel art is how energetic it feels without looking too busy. There’s dimension built into the image by stacking the blue and black blocks of color, then breaking that up with a color-graded photo in the middle. Font sizing and colorful backgrounds create a cohesive feel while keeping the design clean and organized.
6. Bright Side

Bright Side provides more than 40 million people with the answers to questions that they never asked, but absolutely have to know. Its YouTube channel art is bright, punchy, and bold — a perfect backdrop for inspirational, creative, and wonderful video content.
If you take inspiration from Bright Side’s banner, choose a vibrant color as your background and think carefully about your typeface. Since those two design elements will be the only aspects of your banner, you’ll want to spend time finding the right balance that represents your brand and draws the viewer in.
7. Epicurious

Whether you’re looking for easy-to-follow recipes, food science education, or cooking comparisons, Epicurious is the channel to watch. The spotlight of this brand’s content is always the food, and that goes for its banner, too. The use of a high-resolution, detailed photo of a common food — broccoli — creates a relevant and intriguing background for the brand name.
To incorporate this banner style into your channel art, choose a subject that’s small enough to be recognized close up.
8. TripAdvisor

TripAdvisor is a resource used by millions of travelers to discover and rate lodgings, restaurants, and much more information about endless destinations.
That’s represented in the YouTube banner by portraying what the site is all about — travel. The banner features beautiful photography of different locations which puts the viewer’s focus solely on travel.
This is a great YouTube banner to take inspiration from if you’re just getting started. Simply choose a high-res photo that speaks to your personality and brand, and you’re done.
9. Refinery29

Showcasing the people that make your brand amazing is a great way to form a connection with your viewers. That’s one thing that Refinery29 does well by frequently featuring its writers, editors, and content producers in its videos. As it turns out, they’ve all become quite popular personalities — which is why the brand put them front-and-center in its channel art.
Creating a banner of this nature is two-fold. First, find a way to incorporate your company’s talent into video content in a way that’s engaging and appealing to your target audience. Then, once you’ve produced enough of that media consistently — and if it’s gaining the right kind of attention — you can use those personalities to promote your channels.
10. The Action Lab

Physicists and high school science students alike come to The Action Lab’s YouTube channel for DIY experiments performed by Dr. James J. Orgill. On this channel, you’ll see everyday objects through a new lens thanks to his demonstrations.
The banner for the Action Lab’s YouTube channel is fitting for this type of content. It includes the logo and channel name in the safe zone, along with a photo of Dr. Orgill himself. Similar to HubSpot’s channel art, his photo stands out with a patterned background to really show him in action.
YouTube Banner Size
A YouTube channel banner will take on different dimensions depending on what platform is being used to view it. For example, a banner will have different dimensions when viewed on a TV, desktop, or mobile device.
The YouTube banner dimensions are:

Recommended “TV”: 2560 x 1440 px

Minimum for upload: 2048 x 1152 px

Minimum “Viewable On All Devices”: 1546 x 423 px

Maximum “Viewable On Desktop”: 2560 x 423 px

File size: 6MB or smaller

The recommended resolution seems pretty large for a single file, but think about how YouTube banners would appear on a 30″ smart TV or higher. With a growing number of options to view YouTube videos in this way, you’ll want to make sure your channel art is large enough to display with quality on larger screens.
Here’s a helpful visual representation of those dimensions:

Take note of the “Viewable On All Devices” I alluded to in the first section. Your banner is essentially the biggest branding opportunity when people land on your channel. You’ll want to make sure your logo and supporting text is clearly represented in the channel art. That’s why it’s a good idea to place your company name and logo in that center space.
If you’re not sure how to fill the entire frame with visual content, video production company MiniMatters suggests “build[ing] the image from the middle out,” putting the most important assets in the center, and expanding the design from there.
Finally, follow these best practices to create a professional YouTube banner:

Use a high-resolution image. A pixelated or blurry banner doesn’t exactly signal that there’s a high-quality video to follow.

Keep your banner on-brand. While your channel art doesn’t have to be a carbon copy of your logo or tagline, it should incorporate visual elements that you want associated with your brand, like certain colors, fonts, or keywords.

Update your banner regularly. For example, if you run a bakery and you’re gearing up for summer, an eye-catching banner might be a high-res photo of a brightly-colored work surface covered with flour and a rolling pin, along with accompanying text like, “April showers bring May flours,” but remember to update the banner once the season is over so viewers know you’re consistent.

YouTube Banner Template
By now, you might be thinking, “Where the heck am I supposed to get these beautiful design assets?”
Check out these free channel art templates that will speed up your workflow. And they’re completely customizable, so you don’t have to worry about your channel art looking exactly like someone else’s. Download them now and follow the steps below to upload them to your channel.

How To Make a YouTube Banner
Step 1: Log in to your YouTube account and click on your profile photo. Then select Your channel.

Step 2: Click the blue Customize Channel button. A new tab will open and you’ll see a Channel customization screen.

Step 3: Click Branding in the top menu.

Step 4: Under the banner image section, select Upload.

Then, you’ll see the option to upload a file for your YouTube banner photo.
Step 5: Review the image preview to ensure that your banner image is displayed properly.

Step 6: Click Publish and review your YouTube channel’s new banner image.

That’s it! Easy enough right?
Channel Your Creativity
It’s important to note that cool YouTube channel art is just one part of a comprehensive video content strategy. It doesn’t matter how beautiful your banner is if your channel lacks quality video, or hasn’t added anything new in several weeks. So as you create your YouTube banner, go ahead and create two or three more that you can use throughout the year to keep things fresh and interesting.
And remember, you can always come back to these examples and tips for more inspiration.
Editor’s note: This post was originally published in November 2020 and has been updated for comprehensiveness.

Would it be correct to assume a major part of your marketing strategy today is digital? Probably.
Consumers and businesses alike are almost always online and on the go – and you want to be able to reach them and observe their behavior where they spend their time.

But when you’re growing a business, this ever-changing digital landscape can quickly become an overwhelming one. With a number of other responsibilities and tasks that you need to do, how can you also efficiently create, fine-tune, and maintain an agile digital marketing strategy?
We’ve put together this guide about marketing strategies to help you improve your digital presence and grow better.

If you’re a small business and you’re unsure how to jumpstart your strategy, this digital marketing strategy template will help you get there. It includes actionable tips and templates to set you up for success.
Now back to this — are you confused about the difference between a marketing strategy and marketing tactics? We cover that below.

Marketing or not, there are three parts of any strategy:

A diagnosis of your challenge
A guiding policy for dealing with the challenge
A set of targeted actions that are necessary to accomplish the policy

Depending on the scale of your business, your marketing strategy may include several moving parts, each with different goals. With that said, working on your strategy can become daunting at times.
So, if you’re ever feeling overwhelmed about your marketing strategy, refer to these three steps to keep you focused on achieving your objectives.
To provide a better understanding of what they may entail, check out the following list of basic marketing strategies commonly utilized by teams across a range of industries.
Marketing Basics

Publish a blog.
Advertise on specific social media platforms (e.g. Facebook Ads or Instagram Ads).
Offer free educational resources.
Search engine optimize your digital content.
Create a giveaway and/ or contest.
Test different campaign types to determine what works best for your audience.
Organize a webinar.
Produce a podcast.
Create an email campaign.

Now, let’s look at digital marketing strategy.

Similar to marketing strategies versus marketing tactics, “digital marketing strategy” and “digital marketing campaign” are also often interchanged. So, how do they differ?
We cover that in the following sections.
What is a digital marketing campaign?

Digital marketing campaigns are the building blocks and actions within your digital marketing strategy that move you toward a specific end goal.
For instance, if the overarching goal of your digital marketing strategy is to generate more leads through social media, you might run a digital marketing campaign on Twitter. You may share some of your business’s best-performing gated content on Twitter to generate more leads through the channel.

1. Build your buyer personas.
For any marketing strategy – digital or not – you need to know who you’re marketing to. The best digital marketing strategies are built upon detailed buyer personas, and your first step is to create them.
Organize your audience segments and make your marketing stronger with templates to build your buyer personas.
Buyer personas represent your ideal customer(s) and can be created by researching, surveying, and interviewing your business’s target audience.
It’s important to note that this information should be based upon real data whenever possible, as making assumptions about your audience can cause your marketing strategy to move in the wrong direction.
To get a rounded picture of your persona, your research pool should include a mixture of customers, prospects, and people outside your contacts database who align with your target audience.
But what kind of information should you gather for your own buyer persona(s) to inform your digital marketing strategy?
That depends on your business — it’s likely to vary depending on whether you’re B2B or B2C, or whether you sell a high-cost or low-cost product.
Here are some starting points that you can fine-tune and tailor to your particular business.
Quantitative and Demographic Information

Location: Use web analytics tools to easily identify what location your website traffic is coming from.

Age: Depending on your business, this may or may not be relevant information. But if it is, it’s best to gather this data by identifying trends in your existing prospect and contact database.

Income: It’s best to gather sensitive information like personal income through persona research interviews, as people might be unwilling to share these details via online forms.

Job Title: This is something you can get a rough idea of from your existing customer base and is most relevant for B2B companies.

Qualitative and Psychographic Information

Goals: Depending on what challenge your product or service solves, you may already have a good idea of the goals of your buyer persona. Cement your assumptions by speaking to real customers and internal sales and customer service reps.

Challenges: Speak to customers, sales and customer service reps, and any other customer-facing employees to get an idea of the common challenges your audience members face.

Hobbies/Interests: Ask customers and those who align with your target audience about their hobbies and interests. If you’re a fashion brand, for example, it’s helpful to know if large segments of your audience are also interested in fitness and well-being to inform future content and partnerships.

Priorities: Talk to customers and target audience members to find out what’s most important to them in relation to your business. For example, if you’re a B2B software company, knowing your audience values customer support over a competitive price point is very valuable information.

By combining all of these details, you’ll be able to create buyer personas that are accurate and highly valuable for your business.
2. Identify your goals and the digital marketing tools you’ll need.
Your marketing goals should always be tied back to the fundamental goals of your business.
For example, if your business’s goal is to increase online revenue by 20%, your marketing team’s goal might be to generate 50% more leads via the website than the previous year to contribute to that success.
Use a high-level marketing plan template to outline your annual marketing strategy, identify top priorities, and more.

Download the Template
Whatever your overarching digital marketing goal is, you must be able to measure the success of your strategy along the way with the right digital marketing tools.
For instance, the Reporting Dashboard in HubSpot brings all of your marketing and sales data into one place, so you can quickly determine what works and what doesn’t to improve your strategy for the future.
3. Evaluate your existing digital channels and assets.
When reviewing your existing digital marketing channels and assets to determine what to incorporate in your strategy, it’s helpful to first consider the big picture — this will prevent you from feeling overwhelmed or confused.
Gather what you have, and categorize each vehicle or asset in a spreadsheet, so you have a clear picture of your existing owned, earned, and paid media.
Owned, Earned, Paid Media Framework
To do this effectively, use the owned, earned, and paid media framework to categorize the digital “vehicles,” assets, or channels you’re already using and decide what’s a good fit for your strategy.
Owned Media
This refers to the digital assets your brand or company owns — whether that’s your website, social media profiles, blog content, or imagery. Owned channels are what your business has complete control over.
This can also include some off-site content you own that isn’t hosted on your website (e.g. a blog you publish on Medium).
Earned Media
Earned media refers to the exposure you earn through word-of-mouth marketing. Whether that’s content you’ve distributed on other websites (e.g. guest posts), PR work you’ve been doing, or the customer experience you’ve delivered. Earned media is the recognition you receive as a result of these efforts.
You can earn media by getting press mentions and positive reviews as well as by people sharing your content via their networks (e.g. social media channels).
Paid Media
Paid media refers to any vehicle or channel you spend money on to catch the attention of your buyer personas.
This includes things like Google AdWords, paid social media posts, native advertising (e.g. sponsored posts on other websites), or any other medium through which you pay in exchange for increased visibility.
Since you have a better grasp of what this framework entails, let’s look at an example.
Say you have an owned piece of content on a landing page on your website that’s been created to help you generate leads. You know you want to incorporate different parts of the framework rather than just working with owned, earned, or paid media alone.
To amplify the number of leads the content generates, you make an effort to ensure it’s shareable so your audience can distribute it via their social media profiles. In return, this will increase traffic to your landing page. This is the earned media component.
To support your content’s success, you might post about the content on your Facebook page and pay to have it seen by more people in your target audience.
This is how the three parts of the framework are able to work together — although, it’s not necessary for success. For instance, if your owned and earned media are already both successful, you might not need to invest in paid. So, evaluate the best solution to help you meet your goal, and then incorporate the channels that work best for your business into your digital marketing strategy.
Now you know what’s already being used, you can start to think about what to keep and what to cut.
Keep track of your paid media efforts with this free Paid Media Template.

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4. Audit and plan your owned media campaigns.
At the heart of digital marketing is owned media — and it almost always comes in the form of content. That’s because nearly every message your brand broadcasts can be classified as content, whether it’s an About Us site page, product descriptions, blog posts, ebooks, infographics, podcasts, or social media posts.
Content helps convert your website visitors into leads and customers while improving your brand’s online presence. And when this content is search engine optimized (SEO), it can boost your search and organic traffic.
Whatever your digital marketing strategy goal is, you’ll want to incorporate owned content. To start, decide what content will help you reach your goals.
If your goal is to generate 50% more leads via the website than last year, your About Us page is most likely not going to be included in your strategy, unless that page has somehow been a lead-generation machine in the past.
Here’s a brief process you can follow to work out what owned content you need to meet your digital marketing strategy goals.
Audit your existing content.
Make a list of your existing owned content, and rank each item according to what has previously performed best in relation to your current goals.
For example, if your goal is lead generation, rank your content according to which pieces generated the most leads over the last year (such as a blog post, ebook, or site page).
The idea here is to figure out what’s currently working, and what’s not so that you can set yourself up for success when planning future content.
Identify gaps in your existing content.
Based on your buyer personas, identify any gaps in the content you have.
For example, if you’re a math tutoring company and know through research that a major challenge for your personas is finding effective ways to study, create some.
By looking at your content audit, you might discover that ebooks hosted on a certain type of landing page convert really well (better than webinars, for example).
In the case of this math tutoring company, you might make the decision to add an ebook about “how to make studying more effective” to your content creation plans.
Create a content creation plan.
Based on your findings and the gaps you’ve identified, make a content creation plan outlining the content that’s necessary to help you hit your goals.
This should include:

A title
Format
A goal
Promotional channels
Why you’re creating the content
The priority level of the content

This can be a simple spreadsheet, and should also include budget information if you’re planning to outsource the content creation, or a time estimate if you’re producing it yourself.
5. Audit and plan your earned media campaigns.
Evaluating your previous earned media against your current goals can help you get an idea of where to focus your time. Look at where your traffic and leads are coming from (if that’s your goal) and rank each earned media source from most effective to least effective.
You can obtain this information using tools like the Sources reports in HubSpot’s Traffic Analytics tool.

You may find a particular article you contributed to the industry press drove a lot of qualified traffic to your website, which boosted conversions. Or, you may discover LinkedIn is where you see most people sharing content, which increases traffic.
The idea is to build a picture of what types of earned media will help you reach your goals (and what won’t) based on historical data. However, if there’s something new you want to experiment with, don’t rule it out just because it’s never been done before.
6. Audit and plan your paid media campaigns.
This process involves much of the same process: You need to evaluate your existing paid media across each platform (e.g. Google AdWords, Facebook, Twitter, etc.) to figure out what’s most likely to help you meet your current goals.
If you’ve spent a lot of money on AdWords and haven’t seen the results you’d hoped for, maybe it’s time to refine your approach, or scrap it altogether and focus on another platform that seems to be yielding better results.
Use this free guide for more on how to leverage AdWords for your digital marketing strategy.
By the end of the process, you should have a clear idea of which paid media platforms you want to continue using, and which (if any) you’d like to remove from your strategy.
7. Bring your digital marketing campaign together.
You’ve done the planning and the research, and you now have a solid vision of the elements that will make up your digital marketing strategy.
To review, here’s what you should have solidified so far:

Clear profile(s) of your buyer persona(s)
One or more digital marketing-specific goals
An inventory of your existing owned, earned, and paid media
An audit of your existing owned, earned, and paid media
An owned content creation plan or wish list

Now it’s time to bring all of this together to form a cohesive marketing strategy document. Your strategy document should map out the series of actions you’re going to take to achieve your goals, based on your research up to this point.
Let’s discuss how our digital strategy template can help.
Digital Marketing Strategy Template
While a spreadsheet can be an efficient format for mapping your digital marketing strategy, that approach can quickly become messy and overwhelming.
To plan your strategy for the long-term – typically between six to 12 months out, you need a reliable digital marketing strategy document. But, where to start? With our free digital marketing plan template.
This template will walk you through your business summary and initiatives, help you build your target market and competitor information, and flesh out your marketing strategy — including your budget and specific channels and metrics.

Use this digital strategy template to build out your annual digital marketing strategy and tactics. By planning out these yearly plans, you can overlay when you and your team will be executing each action. For example:

In January, you’ll start a blog that will be continually updated once a week, for the entire year.
In March, you’ll launch a new ebook, accompanied by paid promotion.
In July, you’ll prepare for your biggest business month — what do you hope to have observed at this point that will influence the content you produce to support it?
In September, you’ll focus on earned media in the form of PR to drive additional traffic during the run-up.

This approach provides a structured timeline for your activity which will help communicate plans among colleagues.
Finally, here are some examples of digital marketing campaigns and their strategies to inspire you.

1. Béis: Paid Ad
Travel accessory brand, Béis, recently launched a social media campaign to announce feature updates to one of its products. And they did it in the best way: by showing instead of telling.

In a 34-second clip, the brand showed how their product performed before and how it performs now following some changes to the material.
This is a fantastic campaign as it not only highlights an improvement on a product but it also shows customers that the brand is constantly iterating and improving. Secondly, they make sure to include captions in the video to ensure that it’s accessible without sound.
2. Omsom: Social Media
Asian food brand Omsom leverages its TikTok profile to share behind-the-scenes content, recipes, and culturally relevant content.
In a recent video, the brand’s co-founder shared how it sources one of its key ingredients and how they chose the more difficult route to preserve the integrity of the food.

@weareomsom
here’s why we choose to make our lives harder as food founders! #business #sourcing
♬ original sound – Omsom

Here’s what Omsom did right: They highlighted their brand’s values while still building excitement around the product.
Sharing behind-the-scenes content is a great way to connect with your audience and share details that will simultaneously highlight your mission and/or values.
3. The General: Paid Advertising
After reports that consumers thought the brand was untrustworthy due to its low-budget ads, The General decided to revamp its entire marketing strategy.
In a commercial featuring basketball superstar, Shaq, the brand addressed the elephant in the room and introduced a new-and-improved look.

In addition, they also emphasize their credibility by mentioning how long they’ve been in business and how many people they’ve helped.
By addressing negative perceptions head-on, brands can not only change how consumers view them but also show that they are in tune with their target audience.
Grow Better With Marketing Strategies That Improve Your Digital Presence
Your strategy document will be very individual to your business, which is why it’s almost impossible for us to create a one-size-fits-all digital marketing strategy template.
Remember, the purpose of your strategy document is to map out the actions you’re going to take to achieve your goal over a period of time — as long as it communicates that, then you’ve nailed the basics of creating a digital strategy.
If you’re eager to build a truly effective strategy to help grow your business, check out our free collection of content marketing templates below.
Editor’s note: This post was originally published in October 2019 and has been updated for comprehensiveness.

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