Author: Franz Malten Buemann

  • How to Accept Payments Online for Free [7 Top Payment Providers]

    If your ecommerce business isn’t offering your customers multiple ways to make payments online, you’re leaving money on the table.

    While there’s no way to escape some transaction fees and currency fees, there are ways to reduce payment processing costs and receive payments online for free.
    In this post, we’ll talk about the software options available today for accepting free online payments as well as details about how to actually go about accepting those payments.
    But first, let’s review some additional reasons you’d want to use a payment processing software.
    Why should you use payment processing software?
    Here’s a look at some of the advantages payment processing software will bring to your business.
    1. Convenience Convenience is one of the main factors that influence conversion rate. The more steps a customer has to take to make a payment, the more likely they are to abandon their purchase and go elsewhere.
    2. Speed Payment processors can transfer most payments between shoppers and sellers instantly. On the other hand, transfers to and from bank accounts can sometimes take 24 hours or more.
    3. Trust Many payment processors are brands that are globally recognized. If a customer already uses payment software, they’re more likely to trust your payment system.
    4. Security
    Payment processing companies add an extra layer of protection to online transactions. You can set limits, flags for activity on your account, and sometimes even a time frame to recall payments.
    5. Record-Keeping
    With payment processors, you’ll have access to your account online and can manage your contacts, recurring payments, and other account activity via desktop or mobile.
    Top Online Payment Processing Providers
    Once you’ve developed a strategy for accepting payments online, you’ll need to decide which payment processing provider to use. Here are seven of the most popular options:
    1. PayPal

    Price: 3.49% plus $0.49 per transaction (as of August, 2021).
    PayPal is one of the most trusted and widely recognized payment processing companies. It’s free to join and they provide all the tools you’ll need to integrate PayPal payments into your website and set up a secure payment gateway for visitors. Additionally, comprehensive coverage makes the platform a good choice for international companies.
    2. Stripe

    Price: 2.9% plus $0.30 per transaction.
    Stripe offers a wide range of options for online businesses such as customizable checkouts as well as subscription management and recurring payment features. Stripe supports all major credit cards, mobile paying apps, wallets, and more.
    3. Square

    Price: 2.9% plus $0.30 per transaction.
    Square entered the payment processing space by introducing a dongle that sellers could insert into a mobile phone to accept credit card transactions.
    They’ve since expanded their software to cover all the major payment processing options and have included some useful tools for online businesses as well as high-street stores.
    You can even create a basic website for free and integrate all of their point-of-sale (POS) solutions at the same time. They also have paid options for a custom website.
    4. Google Pay

    Price: Google Pay doesn’t charge any fees — merchants only pay transaction fees as usual with credit/ debit sales.
    Google Pay has a payment tool for businesses, websites, and apps. Google Pay’s APIs work to create a delightful checkout and payment experience for your customers.
    If you use Google Pay on your website, you’ll gain secure and easy access to hundreds of millions of cards saved to Google Accounts worldwide so customers can pay for your products safely and at the touch of a button.
    5. Apple Pay

    Price: Apple Pay doesn’t charge any fees — merchants only pay transaction fees as usual with credit/ debit sales.
    Apple Pay can be used on websites, in stores, by app, and via Business Chat or iMessage. It allows Apple users to quickly and safely input contact, payment, and shipping information during checkout.
    Rather than having your ecommerce customers look around for their credit cards, Apple Pay allows them to checkout at the click of a button within apps and websites. On a website, an Apple users will simply click “Apple Pay” as their payment option, confirm the payment with one tap (via their iPhone, Apple Watch, etc.), and they’re good to go.
    6. Venmo For Business

    Price: 1.9% plus $0.10 of the payment.
    Venmo For Business is a mobile payment software and app owned by PayPal. You can choose to allow users to pay via your mobile app or your website.
    You can set up a business profile on Venmo so users can quickly find your profile on the app. And if you add Venmo to your website, it’ll appear as a payment option right next to where it’ll give customers the option to pay with PayPal.
    Once a customer selects the Venmo option at checkout, they’ll be directed to their Venmo app to complete the transaction. The Venmo payment option can be added to any of the pages of your ecommerce site that would also show the option to pay with PayPal, including your product pages, shopping cart page, and checkout page.
    7. Helcim

    Price: 2.38% plus $0.25.
    Helcim is an online payment solution for ecommerce businesses — you can choose to start an online store from scratch or add a payment solution to your current website.
    The easy-to-use and secure online payment system integrates on your website, shopping cart, billing system, and/or app, thanks to Helcim’s API. In addition to in-app and via website, Helcim works over the phone, in person, and by invoice, and it integrates with your accounting tools to save you time when it comes to bookkeeping.
    Next, let’s cover the steps involved in receiving payments online for free.

    1. Create a secure online payment gateway.

    There are a couple of ways you can approach creating a secure online payment gateway. You can hire an outside developer or use your website development team to create a bespoke gateway. Or, you can use third-party software.
    Setting up a secure gateway is essential. You’re also putting automated processes in place, which will save time on manual processing, especially as you scale your business and handle more transactions.
    The more payment methods you make available within your payment portal, the wider the audience, and the easier it’ll be for your customers to send you money.
    2. Facilitate credit and debit card payments.
    Although it may change as mobile payments become more prevalent, using debit/ credit cards is still the most popular way people pay for products and services online.
    You can easily facilitate accepting card payments through established payment providers such as PayPal or Stripe. These will accept the most-used credit cards worldwide — Visa, MasterCard, and American Express.
    3. Set up recurring billing.
    If you offer subscription plans or ongoing monthly services, the most efficient and reliable way to invoice and receive payments is via recurring billing.
    Most of the major payment processing software also includes recurring billing features. For example, Growth Marketing Pro built an SEO tool that charges subscribers on a monthly basis and they used Stripe to set this up.
    Sites like Paysimple also offer a suite of tools to set up custom, automated recurring billing if you already have a payment processing system in place.
    Using automation is essential. It removes most human error and the stress of keeping track of invoicing and payments.
    Your customers can commit to recurring payments with just a few clicks, and you won’t have to worry about manually managing your customer base.
    4. Accept mobile payments.
    These days, people are often more likely to have their phones on hand than debit cards — plus, mobile payment apps are more convenient than ever.
    For instance, Apple Pay has quickly become one of the most popular mobile payment systems in the United States. With an estimated 43.9 million users, you’d miss out if you didn’t accept Apple Pay.
    Google Pay, Venmo, and PayPal also have mobile apps with a decent market share.
    5. Accept cryptocurrency payments.
    If you’re okay with handling cryptocurrencies, it’s a way you can extend your reach to a broader online audience.
    Sites like Bitpay provide all the tools you need to accept crypto payments online, send invoices, request payments, and receive money on the go-through apps.
    Because they’re a decentralized exchange, cryptocurrencies offer some unique benefits for businesses. You can accept payments from anywhere in the world without incurring currency exchange fees or bank handling fees. There’s also a reduced risk of fraud.
    6. Use email invoicing.
    Email invoicing is a proactive way to request payments. You can share a payment form through email or add a link redirecting the recipient to a payment portal.
    However, there are a couple of issues with this method: Email isn’t the most reliable form of communication, and customers can have trust issues making payments via email.
    Expect a failure rate, but it’s a vital part of payment processing for a lot of businesses.
    7. Accept electronic checks (eChecks).
    To accept eChecks for payment, you need a form where the user can input their information, which you can see using payment processing software.
    It’s basically a way to pay by check online. It’s a quicker and more reliable way than sending a paper check through the post, so offering this to your customers will make the process run smoother.
    Start Accepting Payments Online For Free
    No matter which payment processing software you choose, the most important part is making it easy for the customer to pay. And the more ways they can pay, the more likely your customers will follow through on a purchase.
    Editor’s note: This post was originally published in April 2020 and has been updated for comprehensiveness.

  • Introducing Our Canva Integration: Design and Share Visual Content Instantly

    If you’re building your own business or work in social media, chances are you’ve heard of Canva. It’s the do-it-yourself design platform that has taken the world by storm, with more than 50 million people using it every month to create graphics and other visuals.
    Today, we’re excited to share that you can now use Canva and Buffer together to create and publish social media posts, without having to leave Buffer. You get the best of Canva’s design features and the best of Buffer’s social publishing features in one place. Hooray!
    Before I dive into how the integration works, I’d love to share a little bit more about why we love Canva and why it made sense for us to add this integration.
    Making it faster to share great content
    Buffer customers are already using Canva to design images and graphics for their social channels, taking advantage of the 14,000+ social post templates that Canva offers. Why not make it quicker to bring those designs into Buffer? With this integration, you’ll no longer have to download images from Canva and then upload them to Buffer. You can now add them directly to a post in Buffer with just a few clicks.
    Keeping it user friendly and accessible
    Canva’s mission is to empower anyone to design, no matter how much actual design experience you have. When we speak to our customers, we often hear that they love using both Buffer and Canva because both tools are easy-to-use, intuitive, and affordable. We’re excited to bring these tools together to create a streamlined process for everyone, no matter your skill level.
    Growth and innovation
    Canva is growing fast and adding lots of incredible new features to its design platform. We’re thrilled to bring those features to Buffer through this new integration.
    Creating content is one of the hardest and most time-consuming parts of any marketer’s life, especially if you’re wearing many hats while trying to grow your business. Canva is a life-saver for spinning up visual content without the help of a designer. We couldn’t be more excited to add Canva to Buffer.
    A closer look at Buffer’s new Canva integration
    Canva is available on all plans, including our Free plan, and it’s super easy to get started. If you don’t have a Canva account, you’ll need to create one at Canva.com first. If you have a Canva account, you’ll just need to make sure you’re logged in while you’re using Buffer.
    Creating a new Canva design in BufferThe new Canva integration is built into the publishing experience in Buffer. When you open the Buffer composer to create a new post and use the Add Image button, you’ll now see a new dropdown menu with the option to add an image from Canva. Selecting this option opens up the Canva editor, where you can create your image and add it directly to Buffer.
    Buffer will automatically detect the appropriate image dimensions for you, based on the channel you have selected in the composer.
    These are default sizes:

    Facebook: 940 x 788
    Instagram Post: 1080 x 1080
    Instagram Story: 1080 x 1920
    Twitter: 1600 x 900
    LinkedIn: 1200 x 627
    Pinterest: 1000 x 1500

    If you’re composing a post for multiple social platforms at once, for example, Instagram and Twitter, the image dimensions default to a 1080 x 1080 square. This is the most compatible size across all social platforms.
    Importing an existing Canva design into BufferIf you have pre-existing designs in your Canva library, you can add those to Buffer too. The first time you use the integration, you’ll need to click on Folders in the menu on the left-hand side, and then All your designs. This will add it to the menu for future use.
    For more details on getting set up, feel free to read our help center guide.
    Tips and resources for designing with Canva
    One of the best things about Canva is that it’s easy to pick up and use right away. You don’t need any formal design training; it’s made for non-designers. That said, if you’re looking for some help getting started, Canva offers excellent tutorials in their design school.
    They also offer courses specifically about creating social media content. Social media mastery is a popular one, with more than 140,000 students already.
    Other resources

    11 Simple Design Tips to Enhance Your Social Media Images – Buffer

    9 Social Media Graphic Design Tips (from ACTUAL graphic designers) – DesignPickle

    7 Social Media Design Mistakes That All Marketers Need to Avoid – Social Media Today

    We’d love your feedback!
    Canva is available on all Buffer plans today and we’d love to know what you think. Share your thoughts with us on social and don’t forget to tag @buffer!

  • Breaking News: Salesforce Announces First Slack Integrations

    Not even one month has passed since Salesforce wrapped up their acquisition of Slack and already, pre-built integrations between Slack and Salesforce are being announced – innovations that will change the face of collaboration on the Salesforce platform. Enter Slack-First Customer 360: “a single platform… Read More

  • Square’s Co-Founder on How Innovation Stacks Helped His Then-Startup Take on Amazon

    It’s rare that a smaller brand can go up against a big company like Amazon and win. But that’s what Square did when Amazon launched an almost identical card reader for a fraction of Square’s price.
    Without undercutting the price of its biggest competitor, Square still went on to completely disrupt the digital payments and finance industry and earn 4.68 billion in revenue in Q2 2021.
    Why? Its co-founder, Jim McKelvey attributes Square’s success to its “innovation stack.”
    In HubSpot’s first episode of The Shake Up, Alexis Gay and Brianne Kimmel sat down with McKelvey to learn about how Square navigated its competition with Amazon and dive more into his book, The Innovation Stack: Building an Unbeatable Business One Crazy Idea at a Time.

    How to Beat Competition Like Square Beat Amazon
    Below, you’ll find just a few highlights from McKelvey as well as the podcast where you can listen to the full conversation.

    What’s an innovation stack?
    [20:13] Alexis Gay: Before we dive in a little bit, can you tell us what is the innovation stack?
    [20:20] McKelvey: The innovation stack is this thing that I discovered while I was trying to answer a question that was plaguing me, which is how Square survived an attack by Amazon. … The Square was attacked by Amazon when we were a startup.
    At the time, every company that had been attacked by Amazon, whether they were a startup or not died. There was a 100% mortality rate or it had been absorbed into Amazon, which I would also consider. … death or worse.
    … We were looking at this very dire situation and we did some kind of crazy stuff and it worked and, and then after it worked, I thought, “Why  did it?” And I couldn’t answer that question.
    … I’m a sort of nerdy engineer and I went on this research quest looking for other companies that had lived through similar situations. So I studied historical businesses. … Technology was not the major force, but there was this thing that kept showing up in my research and it was a thing that I labeled an innovation stack. And it’s just this very simple idea that invention is not one or two things. It’s usually this messy conglomeration of 10, 20, 30, 40 things.
    Amazon takes on Square
    [23:02] McKelvey: [In a board meeting], Jack [Dorsey] was dressed in all black and he announced that Amazon had copied our product and was going to undercut our price, which is what they always do. And he told the board what was happening — and we have very intelligent people on the board and we have a lot of experienced folks — and we were stopped.
    … We started iterating through the questions of, “What could we do?” One of the most basic ones was Amazon was undercutting our price. We could lower our price and match Amazon. And then here’s the thing. Those are priced to be as low as it could be and still serve our customers.
    … We didn’t actually even do anything. That was different, which was the amazing thing. We wanted to do something because if you’re being attacked, the hardest thing you can do is to not react or maybe not overreact.
    [24:56] McKelvey: It was terrifying. And this made it even more interesting when we won for me to answer the question, “Why?” What the heck happened because I was so happy we won, but then I was like, “Why did we win?”
    Square Beats Amazon
    [27:02] Gay: So Jim, let’s talk a little bit about Halloween in 2015. You got some pretty big news on that day. Can you tell us a little bit, well, first actually, let me ask you this: Were you dressing in costume?
    [27:16] McKelvey: I was dressed as the Joker. My wife was dressed as Catwoman and my son was dressed as Batman. The best treat I got that night was Amazon announcing that they were going to discontinue their competitor to Square. And not only that, they were going to mail one of the little white square readers. The thing that I designed.
    Why Building an Innovation Stack is Uncomfortable
    [34:43] McKelvey: The big insight of the book is that the process of innovation is fundamentally different and it feels different and here’s how it feels. What I tell my readers, or potential readers is, “Look, the reason you read the innovation stack is that at some point in your life, you are going to run up against the edge of human knowledge.”
    … When you’re in the process of building an innovation stack, it is so darn uncomfortable. So I want people to have recognition. So first of all, recognize the boundaries. That’s hugely helpful. Secondly, understand when it’s appropriate to copy and when you need to.
    [36:28] McKelvey: If you step across that line between the known and the unknown, it’s going to get unpleasant. It will not kill you. It might be really wonderful on the other side eventually, but … your focus is to figure out something that nobody else has figured out.
    … How many pieces do you have to come up with before you’ve got an innovation stack that actually works? And by the way, there’s no guarantee that you’re ever going to reach that limit, but you do. And if you do. The world changes. Like it’s just amazingly powerful if you build [an innovation stack].
    To hear the full interview, listen to the podcast embedded above, or click here for a full list of episodes.

  • 15 Therapist Website Design Ideas and Examples

    Looking for design inspiration for your therapy website? Check out these great examples and learn how to create the perfect website for your private practice.

  • Call Center Optimization: 5 Methods to Improve Your Operation

    To optimize your call center’s performance, you need to think about improving your customers’ experience. After all, customer-centric companies are 60% more profitable.
    While incredible customer service should always be a call center’s goal, it shouldn’t be your only goal. If your agents have polite, customer interactions — that’s great! But it’s not enough. Customers want a pleasant phone experience, but not as much as they want a quick and easy call resolution.
    The Contact Center Guide to Managing Spikes in Call Volume
    Luckily, a successful call center is within reach. With some careful thought and these helpful tips, you can optimize your call center’s performance:
    1. Use metrics and act on them.
    With the latest call center technologies, identifying and measuring Key Performance Indicators (KPIs) is a breeze. Use historical data, analytics, and call center metrics to measure your agents’ and overall call center’s performance. Evaluate metrics like first-call resolution, customer satisfaction score, abandonment rate, and average handle time to measure performance, and compare them to your competitors.
    Then, act on your results. Set realistic goals and create a plan to either maintain or surpass strong performance, or to quickly address poor performance.
    The Executive Guide to Improving 6 Call Center Metrics
    2. Lead by example.
    Call center performance doesn’t only rest on your agents’ shoulders. As success leaders and call center managers, you need to be an example for your agents. Ask agents for feedback, resolve issues, monitor performance, and take active steps to boost morale in the office.
    The best call centers don’t have leaders tucked away in offices. Strong call center managers are on the floor helping agents, encouraging them, and helping them succeed.
    3. Schedule agents strategically.
    Be strategic in your workforce management, or scheduling. During peak call volume periods, make sure you don’t understaff as this leads to overwhelm for your agents and long wait times for customers.
    Similarly, during slower call volume times, make sure you don’t overstaff. When too many agents are scheduled for a shift, idle time usually increases. Agents are one of your most precious but costly resources, so it’s important to ensure they are set up for success!
    Use historical data to learn what timeframes your center receives the most calls. With this info, develop a forecast to figure out how many agents you need each shift. It’s also a good idea to have your more experienced agents working during peak call times.

    TIP:
    If you notice that agents are idle despite your strategic scheduling efforts, ask how you can support them and help them reduce their idle time. Employee engagement is necessary for improved productivity.

    4. Improve training to address gaps.
    Training your agents is essential when optimizing call center performance. The good news is, there are many call center agent training options available! From seminars and videos to group training and one-on-one coaching sessions, there is no excuse to slack on agent training.
    Another great tip is to use customer profiles to inform training. The most successful agents are well-versed with the behaviors of even the toughest customers. By combining training efforts with customer profiles, you will give your agents a step up in their training and position them for success.
    5. Use and evaluate your technology.
    Technology is a great tool for all businesses, especially call centers. It improves communication, customer experience, and profits while giving call centers a competitive edge. Here are just a few call center technologies that help improve call center performance:

    Fonolo’s Voice Call-Backs reduce hold times, improve customer satisfaction, and heighten call center productivity.

    Visual IVR is more accessible to customers and increases a call center’s responsiveness through multiple digital channels.
    Smart technology like Artificial Intelligence (AI) and real-time customer service chatbots are great for both agents and customers. They help reduce high contact volume and let agents focus on more complex issues with customers.
    And, technology that allows customer self-service improves efficiency and satisfaction.

    Top Contact Center Technology Trends You Shouldn’t Ignore
    Clearly, call centers need technology to optimize performance. But having the technology isn’t enough. It’s also important to regularly evaluate your tools and ensure they are serving your agents well. Conduct research to find out the latest software that other call centers are using, and ensure your tools are up to date. For example, if your data management system is out of date, you might miss an opportunity to collect different types of important customer data. Update your technology, and evaluate the efficiency of your technology at least once a year.
    Conclusion.
    Call center performance optimization is attainable. With proper scheduling, training, technology, leadership, and performance measurement, you can take your call center to the next level. What would you add to this list?The post Blog first appeared on Fonolo.

  • How To Manage Your Email Campaigns for Ultimate Success

    The magic of email marketing and what it can do for your marketing strategy doesn’t happen all on its own. While we all know that it’s important to create drip campaigns that cater to your audiences’ needs and provide them with resources that will help them navigate toward a decision, content is only one piece…
    The post How To Manage Your Email Campaigns for Ultimate Success appeared first on Benchmark Email.

  • Time dilation

    You can read this post in six minutes. It took me more than an hour to write.

    That extra editing and polish is a benefit to the reader.

    You can read this post instead of 100 others, because people highlighted or shared or ranked or otherwise filtered the other things you might be reading. That curation created value as well.

    The math here is compelling indeed: 1,000 would-be authors pitch books but only 30 get published. Each book takes a year to write but just six hours to read. And you didn’t read all thirty of them, just the one that had the best reviews… 10,000 hours of work by authors and editors to deliver six hours to you.

    The time dilation of polish and curation is possible because of asynchronicity and the one-to-many nature of publishing ideas.

    Asynchronous because you’re not doing it live, reading it as I write it.

    And one-to-many because the work of a creator is multiplied across many readers.

    A friend recently sent me a note via voice mail. It was 14 minutes long. Because he didn’t spent another ten or fifteen minutes editing it into a three-minute long email, he wasted a ton of my time. But the nature of 1:1 interaction meant that it was either his time or mine, even steven.

    And listening to someone live, at an open mic nite or at a concert, promises wonderful surprise, but it also means that there’s bound to be a lot of dead time. Because no one is curating, and you have no selection advantage.

    One of the surprising unsung benefits of the worldwide web and the organized sharing of information is time dilation. A benefit we constantly waste by seeking the more human habit of mindlessly taking what comes, in real-time instead.

  • Help! Do you know of any free tools like IBM Analytics?

    Hey there! I’m working on my own project and I’d like to use IBM analytics but unfortunately I don’t have the budget at the time. Do you know any free or budget friendly tools that offer similar client behavior analysis? Thanks in advance
    submitted by /u/OverheardALarkToday [link] [comments]

  • How to Run LinkedIn Ad Campaigns: A Beginner’s Guide

    LinkedIn is a highly valuable tool to network with like-minded professionals. But here’s something we don’t talk about as much as we should: LinkedIn is also a useful inbound marketing platform.

    It might seem a little bit intimidating. You have enough on your plate … do you really need to figure out another way to create targeted content? Actually, yes. You have more power at your disposal with LinkedIn than you might realize.
    That’s because LinkedIn has a powerful ads platform. If you’re already using pay-per-click (PPC) techniques to power your presence on Facebook, Twitter, or Google, consider yourself lucky — you can add LinkedIn to that list, too. This is especially easy to do if you’re using the HubSpot ads tool.

    But if you’re new to LinkedIn Ads, fear not — we’ve put together a step-by-step guide to setting up your first LinkedIn ad campaign.

    Before we dive in, let’s review the way in which LinkedIn Ads work:

    In the above definition, we mentioned LinkedIn targeting options. Here’s some more information on how LinkedIn targeting actually works and what those targeting options are.

    LinkedIn Targeting Options
    Reviewing these options now will help you in step three below, where we review targeting on LinkedIn.
    How does LinkedIn targeting work?

    Source
    Ad targeting in LinkedIn helps you run a successful advertising campaign — that’s because when you target the right people, it leads to greater engagement and more conversions.
    With LinkedIn, the process of selecting the audience you’re going to target works the same way, no matter which type of ad you select.
    When establishing who it is you’re going to target, LinkedIn provides over 20 different audience attributes and targeting categories that you can select from — examples include company name, company size, member groups, member interests, member schools, job title, job seniority, and skills.

    Advertising on LinkedIn is a two-step process: 1) setting up your LinkedIn campaign, and 2) creating your LinkedIn ad(s).
    In this section, we walk through how to set up a campaign and build your ad(s) — plus some best practices and tips for each.
    1. Create your LinkedIn ad campaign.
    Your LinkedIn advertising campaigns will live on a platform separate from the LinkedIn you see every day — the LinkedIn Marketing Solutions platform. Visit this page to get started with your campaign, and select Create Ad.
    From there, you’ll be prompted to create a LinkedIn Campaign Manager account (if you haven’t yet). Make sure you enter your associated LinkedIn Company Page if you have one.
    Next, you’ll be taken to your member dashboard. If you haven’t entered your billing information, you’ll need to do so to unlock your account. (Don’t worry, you won’t be charged until your campaign is live — from there, you’ll be charged periodically for ad clicks and other engagements.)
    On your dashboard — or “Campaign Manager,” as it’s formally called — you’ll see a call-to-action (CTA) to Create Campaign.
    Click that button, and you’ll be redirected to a page where you can start setting up your campaign.

    Note: As of 2019, LinkedIn introduced a “new objective-based campaign creation experience”. We’ll be covering that new process in this article — to learn more, check out this page.

    First, indicate a Campaign Group and name your campaign. Campaign Groups help you organize your campaign. You can leave the Default Campaign Group as-is or create a new Group.
    As for the campaign name, these are only visible internally, so we recommend you choose a highly informative name — especially if you have a few different folks working on the campaign.
    For example, if I was running a test to determine the best type of demographic targeting, I might use the title, “Unicorn Food Ad Test — North America, 18 to 24, Female.”
    That name describes exactly who I’m targeting, without having to view its details. Compare this to something like “Unicorn Food Test 1,” which doesn’t indicate anything about who the ad is targeting.
    Once you choose your Campaign Group and name, you can start setting up your LinkedIn campaign.
    2. Set your LinkedIn ad campaign objective.
    Next, choose your campaign objective.
    Your objective is what you want people to do when they see your ads. According to LinkedIn, choosing an objective helps them, “customize your campaign creation, deliver the best ROI for your stated goal, and show you relevant reporting.”
    There are three overarching campaign themes: Awareness, Consideration, and Conversions. Under those themes, some available campaign objectives are:

    Website visits will drive traffic to your website and landing pages. According to LinkedIn, this type of campaign will also boost brand awareness (at least while that objective option remains unavailable).
    Engagement will increase engagement on your content and boost followers on your LinkedIn Company Page.
    Video views will increase the exposure of your videos to people who are likely to engage with them.
    Lead generation will show a LinkedIn lead generation form with pre-filled LinkedIn profile data to those LinkedIn users most likely to engage with the form.

    3. Designate your LinkedIn ad audience.
    Next, choose the parameters of your target audience. Targeting who sees your ad can help it fulfill its campaign objective — the more specific and relevant it is to your audience, the better it’ll perform.
    LinkedIn allows you to target according to a few different categories — refer to our points on targeting options that we reviewed above.
    You don’t have to use all of LinkedIn’s targeting options — but, the more specific the targeting criteria, the more relevant it’s likely to be to the audience you select. And, therefore, the more likely you are to have a better ROI.

    4. Decide on your LinkedIn ad format.
    Next, choose your ad format. In the next section, we unpack the different types of LinkedIn Ads you can create as part of your campaign.
    When you toggle between the ad types, you’ll see that the Forecasted Results box on the right-hand side will change. This feature analyzes your campaign parameters (bid, budget, targeting, start/end dates, etc.) and takes into account similar campaigns and advertisers. It also stimulates the ad auction to generate the numbers displayed.
    Keep an eye on this box as you choose your LinkedIn ad type. If you’re first starting out, deciding on which ad type you want to choose may come down to budget. Outline your priorities, and then you can decide which type works best for you.
    Additionally, some ad types require you to link your LinkedIn Company Page and some tap into LinkedIn translation services.
    5. Choose your LinkedIn ad placement.
    Next, decide whether you want your ad to be displayed on the LinkedIn Audience Network, which gives your campaign more reach and exposure among LinkedIn’s third-party platforms and sites. Note: This option isn’t available for every ad type.
    You can also choose to exclude or block certain categories, applications, and sites in the Network if you so choose.

    6. Set your ad budget and schedule.
    Next, set up the budget, scheduling, and bidding options that work best for you.
    Budget
    Set a daily budget for what works best for your company’s marketing spending. Before investing a lot into one campaign, test and measure the success of each campaign and ad variation. You don’t want to put thousands of dollars, for example, into an ad that doesn’t resonate with your target audience.
    Let’s say you’re the VP of Marketing at a high-end floral company. You assume that most of your target market is made up of soon-to-be brides, so you direct your LinkedIn Ads to bridal groups. But after spending thousands of dollars, you only generate 10% of the leads you were hoping for.
    Your subsequent research shows this was the wrong move, and you later learn that people near your store who are on LinkedIn are actually looking for flowers for corporate events. It would have been nice to know that before spending a large amount of your budget on LinkedIn Ads, right?
    That said, because of its extensive targeting opportunities, LinkedIn Ads can successfully target niche markets. But the cautionary experimentation is crucial to do early on — if you observe a campaign performing well, then you can put a larger budget toward it.
    Schedule
    Choose a date for your campaign to start. You can indicate for your campaign to be shown continuously or ‘til an end date.
    Bid Type
    In this section, the three options you have are:

    Automated bid, which allows LinkedIn to determine what amount will maximize your campaign objective and whatever option you choose (clicks, impressions, or conversions).
    Maximum cost-per-click (CPC) bid, where you’ll be charged each time someone clicks on your ad. LinkedIn will suggest a bid range depending on your budget and the competition for your ads — the more advertisers bidding on a similar campaign, the higher your bid will need to be. This bid is the maximum you will be charged. If the current rate is lower than your max bid, you will only be charged the current rate.
    Maximum pay-per-1,000 Impressions (CPM) bid, where you’ll be charged a certain amount each time your ad is viewed by every 1,000 people on LinkedIn. This option is unavailable if you’re using the LinkedIn Audience Network option.

    Deciding on the best maximum bid can be tricky. When deciding between CPC and CPM, think about your end goal. Are you trying to get as many people as possible to see your ad to help with something like a branding campaign? If so, CPM might be your best option.
    On the other hand, if you want more people to click on your ads to drive traffic to your website or generate new leads, CPC might be better for you.
    As for your optimal maximum bid, some trial and error might be necessary. LinkedIn will give you a suggested bid, which is a good place to start.
    Then, think about when your audience is most likely online. You’ll want to bid higher during that particular time to be sure that your ads are the ones being seen. And make sure LinkedIn is actually the best place to reach them, too — play around with your bids and see when you get the most return for your dollars spent.
    7. Don’t forget conversion tracking.
    Lastly, you have the option to set up conversion tracking for your LinkedIn campaign, which will track and measure the actions people take after clicking on your ads.
    Conversion tracking is an optional part of setting up your LinkedIn advertising campaign but is highly valuable for your business.
    If you choose to set up conversion tracking, click + Add conversions.
    A new window will pop up, where you’ll name your conversion, choose your conversion settings, and decide how you’ll track the conversions.
    Note: The information on the right-hand side of the window is super helpful — it’ll answer any questions you have and walk you through the process. And for more help implementing and managing your LinkedIn Conversions, visit this help page.

    Bravo! You’ll officially set up your LinkedIn advertising campaign … but you’re not done yet. When you’re ready to move on, click “Save.” Beware: Your objective and ad format cannot be changed once you save, so be sure about your choices before moving forward.
    8. Build your LinkedIn ad.
    This section corresponds to what type of LinkedIn ad you chose for your campaign.
    Once you establish the basic parameters for your ad in step one, you’ll be prompted to start building it and choose how LinkedIn will display and rotate your ad variations — if you create more than one.
    To get started, click Create new ad.

    A screen will pop up with the title “Create a new [Your chosen ad type] for this campaign,” on which you’ll create the copy for your ad, pair it with an image, and preview the different layout options.
    Of course, there are a few guidelines around the copy that we suggest:

    Ad image, which is the artwork or graphic that your audience will see for your ad. It must be 100×100 pixels and uploaded as a .jpg or .png file that is 2MB or smaller.
    Ad headline, which is the main message your audience will see. It cannot be more than 25 characters.
    Ad description, which is the body of your ad. It can be up to 75 characters long and should be relevant both to the person viewing the ad and the offer or page to which you’re sending them.
    Destination URL, which is where your audience will go when they click your ad. Double check that the URL is accurate.

    Once you input this information, you’ll see it reflected in the Preview box to the right.

    Once you click Create, you’ll be directed back to the previous Campaign Manager screen. From there, you can create more ads and, eventually, review and submit your order.
    Note: LinkedIn does review every submitted campaign order, so don’t expect to see your ads published right away.
    To see the best results for your ads, consider creating a different ad for each of your buyer personas and tweak the copy accordingly.
    For example, when promoting a book to college professors, leading the title with the words “College Professor’s Guide to …” may generate a higher CTR than generic, un-targeted headlines and copy.
    Here are a few of our best copywriting tips for LinkedIn Ads.
    CTA
    Including an actionable CTA within your ad copy will also help you improve your ad’s click-through rate (CTR). Consider asking people to “Download your e-book now,” or “Click now for free samples” instead of writing copy that’s devoid of actionable next steps.
    Value
    Incorporate your value proposition into your ad copy — this can make people more likely to click on your ad. By boasting something like “20% off your first purchase” or “Clearance sale ends today — Shop now,” you’re sending a clear signal of what someone will specifically gain when he or she clicks your ad.
    Testing
    Don’t be afraid to test your ad copy. You can create multiple variations of your ad in each campaign, which allow you to test different images and copy within ads to find what works best for your audience.

    As we said above, deciding on what type of LinkedIn ad is best for your campaign can come down to many factors: budget, audience, campaign objective — just to name a few.
    When building your LinkedIn Ads, you have four main types from which to choose. Within those formats, you can choose different formats based on your ad content and purpose.
    1. Sponsored Content

    Sponsored Content shows up in your audience’s news feed among organic LinkedIn content.

    Source
    These ads are similar to promoted posts that blend into social media feeds. Sponsored Content is available in three formats:

    Single image ads, which feature one image.
    Carousel ads, which feature two or more images.
    Video ads, which feature one video.

    This type of LinkedIn ad typically has the highest average cost-per-click (CPC).
    (Learn more about the advertising specifications for Sponsored Content according to LinkedIn.)
    2. Message Ads

    Message ads are delivered to your target audience’s LinkedIn inbox.

    Source
    With this type of LinkedIn ad, you can send your content directly to your audience from a personal account and better measure engagement based on recipient response and action.
    (Learn more about the advertising specifications for Message Ads according to LinkedIn.)
    3. Dynamic Ads

    Dynamic Ads are personalized ads that change content based on which audience member is viewing them. This type of LinkedIn ad uses member personal data to tailor its creative content.

    Source
    (Each LinkedIn member sees his or her own personal data; data isn’t shared with other members.)
    Dynamic Ads are available in three formats which are only available on the LinkedIn desktop platform:

    Follower ads, which promote your LinkedIn Company Page.
    Spotlight ads, which promote a special offering.
    Job ads, which promote open jobs.

    (Learn more about advertising specifications for Dynamic Ads according to LinkedIn.)
    4. Text Ads
    Text Ads show up on the right column or top of the page on LinkedIn.

    Source
    They’re the simplest type of LinkedIn ad but are still effective for boosting awareness and reaching your audience. Pay per click or per impression for Text Ads.
    (Learn more about advertising specifications for Text Ads according to LinkedIn.)
    Social ad campaigns can always be improved. Remember, your audience and content are always changing — as well as the platform itself. Here are some best practices to optimize your LinkedIn ad campaign.

    Before we dive in, here’s a quick tip: Set a reminder for yourself to analyze and optimize your campaigns each month.
    1. Know your audience and the customer journey.
    As your business grows, your audience also evolves and so does the customer journey. It’s crucial that you know and update your buyer personas and the customer journey map regularly — this will allow you to effectively target your personas at the right point in time (a.k.a. when they’re most likely to convert). You may do this on a quarterly basis.
    To help with the process, check out your buyer persona guide, free buyer personas templates, free Make My Persona tool, customer journey map guide, and free customer journey map template.
    You should also consider your customer journey when deciding on which type of ads (more on this best practice in step four, below) you’ll create and share — not every type of ad is ideal for every part of the customer journey.
    For instance, you may use a sponsored ad for audience members who have already engaged with your brand/content before rather than that being their first touchpoint with you. 
    2. Segment your customers.
    On a similar token, segmenting your customers is a great way to prepare for effective and tailored ad targeting, whether on LinkedIn or any other platform. 
    You can segment your customers so that you know exactly how you’re going to target specific audiences on LinkedIn in order to increase engagement and chances of conversion.
    For instance, you might know that specific audience segments are going to need a certain type of LinkedIn Ad at a certain point in the buyer’s journey – having your customers ready in segments makes this part of the ad targeting process easy and efficient. 
    3. Refer to your social ads on other platforms as well as your competitors’ LinkedIn Ads.
    Getting some inspiration and gleaning information from your other social ads as well as the LinkedIn Ads of your competitors is a great way to help you navigate the process of creating and sharing your ads on LinkedIn.
    Although LinkedIn is a unique platform and your audience may not be the same across social platforms, it’s still good to take some inspiration from and, at the very least, identify which ads perform best on other social platforms like Google and Facebook.
    Not only can this be a good starting point when planning your LinkedIn Ads, but it can also help you save time — maybe you want to repurpose content that’s on a Google Ad already for LinkedIn. 
    Additionally, you may not have the analytics to prove which of your competitors’ LinkedIn Ads are performing best, but you can at least identify which types of ads are getting a lot of engagement by looking at metrics like comments and reactions.
    This is a helpful reference point when planning and creating your LinkedIn Ads since you’re likely going to have a similar audience on the platform as your competitors do. 

    4. Carefully select the content you share based on the type of ad you’re creating.
    As mentioned earlier, you’ll want to determine what content you’re sharing with audience members based on the type of ad you’re creating. Refer to your customer segments here to help you effectively tailor content to those audience members and where they are in the customer journey when working through this step. 
    As a recap, here are the types of LinkedIn Ads you can create along with examples of the content you may include: 

    Sponsored content: Single image ads, video ads, carousel ads, and event ads; ideal for highly-engaged audiences in the LinkedIn Newsfeed. 

    Sponsored messaging: Conversation Ads, Message Ads; ideal for engaging audience members in LinkedIn Messaging. 

    Lead generation forms: Lead generation forms; ideal for creating pre-filled forms for LinkedIn ads.

    Text and dynamic ads: Text ads, spotlight ads, follower ads; ideal for running ads in the LinkedIn right rail.

    5. Use eye-catching and attention-grabbing visuals and language.
    This content you’re sharing should just be selected by ensuring it works with the type of ad you’re creating though — it also needs to bring your audience members in and make them want to engage with it (e.g. read/ watch more, click on it, open your gated offer, etc.).
    Think about ad elements like: 

    Colors
    Font
    Language and text
    CTA placement and style 
    Images
    Videos
    GIFs
    For more inspiration, take a look at
    these great LinkedIn Ad examples. 
    6. A/B test your LinkedIn Ads (and tweak one variable at a time).
    Don’t be afraid to test different visuals, language, and text to determine what your unique audience on LinkedIn finds eye-catching and attention-grabbing. You can test different versions of the same ad to see what factor is contributing to or hindering its success.
    For instance, change the copy in your headline, change your featured image, tweak the target audience attributes, or update your bids — just don’t do these all at the same time or you won’t know which one is the fix. A/B testing makes this process easy and ensures you’re just changing one factor at a time.
    7. Create gated offers using LinkedIn Lead Gen Forms.
    Gated offers are those that require some sort of information in return for that offer — for instance, an audience member gets a free template or an ebook in return for sharing their email address. To do this with your LinkedIn Ads, you’ll have to use their Lead Gen Forms. 
    LinkedIn allows you to create Lead Gen Forms for both Sponsored Content and Message Ads. They come pre-filled with LinkedIn profile data so members are able to share their information with you in seconds.
    Additionally, the forms allow you to track important metrics such as campaign cost per lead, lead form fill rate, and how many leads you get certain audience segments.
    8. Keep your budget in mind when creating LinkedIn Ads. 
    Like anything in business, you’re going to want to keep your budget in mind. LinkedIn uses objective-based pricing when it comes to advertising — meaning, you only pay to achieve the specific marketing goals you have. In other words, you’re charged based on your campaign objective. 
    You’ll select the activity you want to pay for and then the campaign objective you picked will determine which ad formats, bidding strategies, and optimization goals you can focus on. 
    9. Determine each campaign’s click-through rate (CTR).
    Is one campaign outperforming the other(s)? If so, you may want to pause the less successful campaign(s).
    LinkedIn will automatically display less successful campaigns with lower frequency, so it makes sense to minimize any resources spent on them. Instead, putting more resources into successful ad variations and campaigns is more likely to accomplish your marketing goals.
    10. Measure and analyze your LinkedIn Ad campaign’s success.
    LinkedIn makes it easy to track your progress in the Campaign Manager dashboard (under “Campaign Performance”), where you’ll see various charts that measure performance like clicks, expenditures, and CTR.
    You can also keep track of conversions in the graphs toward the bottom of the dashboard.

    When you finish setting up your first campaign, you’ll see a lot of “0”s at first. Don’t worry, that’s only because your campaign is new (and don’t forget that LinkedIn usually has to approve your ads before they go live).
    LinkedIn Ads is available within all HubSpot Marketing Hub Professional and Enterprise accounts! Track visitor and contact engagement, run reports on closed-loop marketing, sync leads from LinkedIn lead generation forms, and MORE — all within your HubSpot account.
    Ready to try a LinkedIn Ad strategy?
    With the right amount of patience and strategy, LinkedIn ad campaigns can be a huge factor in your company’s marketing success. LinkedIn has a very powerful advertising platform; don’t leave this off your social campaign marketing list. A well-researched, optimized campaign has the potential to bring in thousands of new leads — and sales.
    Editor’s Note: This post was originally published in January 2013 and has been updated for accuracy and comprehensiveness.