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Recently, Clubhouse — an invite-only, audio social media app — has gained viral levels of awareness.
In just a few weeks, Clubhouse, which allows members to host and join audio chat rooms, has jumped from 600,000 to 2 million active users, gained a $100-million valuation, and hosted some of the world’s top thought leaders.
Because of Clubhouse’s growing awareness, popularity, and chat-style interface, brands interested in building communities are getting more curious about how they could use it in their marketing strategies
But because Clubhouse is still invite-only and not available for Android users, many marketers are just logging on for the first time now. And, as with any new social media app, learning about all of Clubhouse’s features — and trying to catch up with its earliest adopters — can feel a bit overwhelming.
If you just got your Clubhouse invitation — or want to be ready to use the app when you do — read this guide to learn how to set up your account, follow others, and attend or host your first audio chats (also known as “rooms”).

1. Track down and accept an invite.
At this point, Clubhouse is still invite-only and only available for iPhone users. Luckily, because of its growing audience, you might have a friend or colleague who’s already on it and willing to give you one of their invitations.
If you aren’t sure if you know anyone on Clubhouse, you can still register for an account on the app. Once you set up a basic profile, give your contact information, and select a few topics you’re interested in (as noted in Step 2), you’ll see a screen that says you’ve joined the waitlist.
From there, contacts who are on Clubhouse will be notified that you’ve joined the waitlist and they can give you an invite to move you up to full user status. Here’s a text I received from Clubhouse when my HubSpot colleague, Amanda, bumped me up to the top of the waitlist.

If and when you receive an invite from someone, be sure to register with the phone number they texted your invitation to — otherwise, the app might not register that you’re the same contact.
When you register, you’ll be prompted to add an email address. You’ll also choose a photo, username, and password. Alternatively, you can connect your Twitter to have the same username, photo, and profile information flow into the app.
2. Pick topics of interest and follow users.
After giving some basic information during registration, you can also choose topics you’re most interested in from a long list to help customize the content the app will suggest to you.

Then, Clubhouse will ask you to access your contacts and use your topic preferences to suggest both people you might know and influencers you might be interested in following.
If you don’t want to select any topics or follow any people just yet, that’s okay. You can do all of these things later.
3. Set up your profile.
If you didn’t link your Clubhouse account to Twitter to auto-generate a profile, you can set up your profile by adding or changing your photo and writing a description that notes your hobbies, interests, companies you work for, or industry.
While we aren’t quite sure if your profile description will optimize your page for the app’s search feature, it will be helpful for prospective followers to see when they decide whether or not to follow you.
Lastly, you can complete your profile by linking Twitter and Instagram. Once you do this, Twitter and Instagram icons linked to your profiles on those channels will appear under your description.
Here’s a great profile example from Cassy Isabella, a prominent influencer, entrepreneur, and travel expert on the platform:

4. Scroll through the homepage.
Once you’re all set up, start exploring. The first place to check out is Clubhouse’s homepage. While there isn’t an icon for it, you can access it by clicking the back button in the upper left corner of any other page on the app.

5. Use the Explore page to find other users, clubs, and rooms.
Not interested in what your homepage is showing you? Tap the magnifying glass icon to see Clubhouse’s Explore page.
From there, you can get suggestions of people to follow and click on certain topics to see ongoing rooms, people, or clubs related to them.

You can also use this tab’s search feature to look for specific users or clubs, which we’ll discuss in the next step.
6. Join Clubs.
Clubs are groups of users interested in the same specific topics, similar to the Facebook or LinkedIn Groups feature. Once you join a club, you can see notifications of Rooms hosted by it. You can also use clubs to find or connect with Clubhouse users that have similar interests.
To find clubs, you can either sift through the Explore tab or tap its search bar, select clubs and search a topic, as I did with “Growth Marketing” below:

You can join a club by going to its profile page and tapping “Follow.” After doing this, you’ll be notified whenever its admins launch a room.

No longer interested in a club you joined? To leave it, just go to the club page and tap the “Following” button. This will unfollow you and the button will switch back to just saying “Follow.”
7. Start a Club.
Once you’ve hosted three discussions, or rooms, on Clubhouse, you can start applying for clubs. To do this, you’ll go to your profile and tap the gear in the top right corner to get to your settings.
From the settings page, you’ll click to Clubhouse’s FAQ page, or this Clubhouse Knowledge Center link, where you’ll find club rules and application instructions, as well as a Club application link.
Once Clubhouse approves the Club, you’ll see an app notification and get the ability to edit the club profile and launch rooms on behalf of the Club.
One important thing to note is that the Clubhouse team manually approves club applications. Because of the popularity of Clubs, the company is only allowing one club per user right now. This means you should be sure about the club you apply for as it might be the only one you’ll manage in the future.
8. Drop into a room.
When you see a room, or audio chatroom, you want to join (or “drop-in” on), all you have to do is tap it to start listening. Upon entering a room, you’ll be automatically muted as a listener. You’ll also see the room speakers and moderators at the top of the screen.
The unlabeled area of the room screen that highlights the speakers is referred to as “the stage” by moderators.

Below the “stage,” you’ll see attendees the speakers follow under the “Followed by speakers” heading, and a list of general attendees under “Others in the room.” All attendees who are not on the stage are muted and cannot speak unless they’re brought to the stage.

If you see a party popper emoji (or 🎉) on someone’s image, it means they’re new to Clubhouse.
9. Request to speak.
Want to speak? Press the hand icon in the lower right to be added to a speaker request list.

When you raise your hand, the moderator will be notified of your request to speak and can either unmute or ignore you.
If a moderator unmutes you, which will move your name and icon up to the speaker stage, ask your question or stay on topic with any points you add. You should also avoid hogging the mic, let others have time to speak, and follow any room rules that have been given by the moderator(s). This will help you stay marked as a speaker as long as possible.
As you enter rooms and raise your hand, keep in mind that hundreds of other users might also be requesting to speak. If you’re ignored, don’t be offended as a moderator can only allow so many people to the stage before losing control of the conversation.
10. Add friends to a room.
Love a room you’re listening to and want your friends to hear the discussion too? Press the “+” button in the lower navigation of a room to select and add followers.
11. Leave a room.
Because of the way Clubhouse is built, rooms with multiple moderators can go on for hours — or even days, so there’s no shame in leaving one before it ends. To do this, all you have to do is tap “Leave.”
If you’d like to surf the app a bit more without turning off the audio, you can alternatively tap “All rooms” at the top of the screen to minimize your room and tap through other screens.
If you click into another discussion, you’ll leave the minimized room automatically so you don’t hear two discussions at once.
12. See upcoming rooms.
Don’t have time to listen to a room right now, but want to explore Clubhouse later? Tap the calendar icon to see upcoming room suggestions.

If you see a room you’re interested in, tap the notification symbol on it to get a phone alert when the event starts.
By tapping on the scheduled room, you can also share about it on social media or add a reminder to your calendar.
13. Invite friends.
When I started my Clubhouse account, I and many of my friends received just two invites. Then, about two days later, I received three more. While it’s unclear if everyone starts or continues to receive the same amount of invites, you’ll likely get at least two to start with.
If you have a phone contact that’s excited to join Clubhouse, tap on the icon that looks like an opened invitation to search and invite your contact list.

Once you invite someone, they should receive a message with instructions for how to join, similarly to the one I’ve shown in step one of this list.
Additionally, their profile will note that you nominated them to join Clubhouse which could help their friends or followers find you later.

1. Start or schedule a room.
Anyone on Clubhouse can start or schedule one of the following Rooms:

Closed: Only open to people you invite to the room.

Social: A room that’s only open to your followers.

Open: A room that’s open to anyone on the Clubhouse app.

To start a room automatically. you can either click the “Start a room” button at the bottom of multiple Clubhouse app pages.
You can also tap the icon next to the “Start a room” button to see which of your followers are online and start rooms directly with them.

If you’d like to schedule a room, go to the Upcoming for You tab and tap the top right calendar button to preschedule one.

Below I’ll go over some differences between starting and scheduling rooms.
Starting a Room
To instantly start a room, you’ll tap the “Start a room” button, add a topic, and select your privacy setting. Once the room starts, you can expand the privacy settings from Closed to Social or completely Open. However, you cannot change the topic.

As the room launches, you’ll instantly be assigned as a moderator. You’ll retain these moderator privileges even if you leave the room and come back later.
Scheduling a Room
When you tap the calendar icon to schedule a room, you’ll see a page that allows you to determine an event name, co-hosts or moderators, an initial guest list, a date, and full description. When you press publish, the event will show up in the Upcoming tab.
When the time comes, you or your moderators will simply enter the room to start it.

2. Introduce yourself and your moderators to your audience.
When your room begins, your icon will show up at the top of the screen and you won’t be on mute. At this point, you should start introducing yourself, your moderators (if you have any), and other speakers.
At this time, you might also want to highlight what the room aims to discuss and any ground rules of the room. For example, if you’d only like people to raise their hands with questions, letting the audience know of that could be a ground-rule.
3. Look for hand raises — or requests to speak.
If your conversation is engaging, people in the audience might raise their hands to request to speak. When this happens, you’ll get a notification and the option to assign them to speaker mode.

4. Bring attendees to the stage as speakers.
Even if someone doesn’t raise their hand, you can still invite them to speak. To do this, just tap their icon. You’ll then see options to “Make a moderator,” “Make a speaker,” or “Move to audience,” which will unmute them if they’re already speaking.
If you make the person a speaker, they’ll just be able to speak until you move them back to the audience. However,  if you make them a moderator, they gain co-hosting privileges and can also allow speakers and hand raises.

5. Own the conversation.
Because you can’t change a room topic once it starts, an off-topic conversation might cause guest churn when people tune in and hear a completely different discussion. So, if you start or moderate a conversation, it’s important to take ownership to ensure it stays on track.
To own the conversation, make sure you only make seasoned speakers or friends who are good at managing conversations. Additionally, while you should let others speak, don’t let speakers hog the mic.
If you do feel like the conversation is going off-course, politely refresh audiences by reminding them of the room topic and ground rules.
6. Check out your attendee list.
If your other moderators or speakers have the room under control, give your attendee list a quick skim to see who’s listening. When you do this, look for high-profile listeners or Clubhouse members with a large following.
If someone interesting is in the audience, invite them to the stage if you feel they could contribute to the conversation. If they accept your invitation to speak, introduce them to the room.
7. Ask listeners to add their friends.
While room moderators can add more people to the discussion, or change privacy from Closed to Open at any time, room moderators can also encourage listeners to invite a few friends that would also enjoy the conversation.
8. Remove inactive moderators or speakers.
Occasionally, some speakers or moderators will leave the room but the Clubhouse app won’t automatically refresh. When this happens, I’ve seen moderators move inactive speakers back down into the audience. This helps control the number of moderators and speakers as well as the conversation.
9. Leave or end the room.
If you don’t have any other moderators, you can simply leave a room to end it. However, if you leave a room with other moderators assigned, it will keep going until all the moderators leave — or one of them ends the room.
If you need to end a room with moderators, you will need to do this manually by tapping the three dots in the top right corner and selecting “End Room.”

If you want to leave a room you launched, but don’t want it to end for audiences, you can designate a moderator before you leave.
Because multiple moderators can keep a room going, it can last for hours or days. But, if you return to a room you started after leaving it, you will still regain your moderator privileges and your ability to speak and take over.
Mastering Clubhouse
While it’s still a bit early to determine Clubhouse best practices, here are a few things you can do to learn more about the app and how to use it:

Check out a few rooms related to your industry for discussion-topic inspiration.
Take note of how moderators manage room conversations while still allowing audience members to speak.
Join clubs and follow users with similar interests as you to build your Clubhouse network.
Gain awareness and more followers by participating in rooms, raising your hand, or hosting your own chats.

Want to learn more about Clubhouse’s short history and how it became one of the newest viral social media apps? Check out this post. 

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How Cinderella found her shoe: What is AI Visual Product Search?

 

If you still ask yourself, why is Visual Search so important? I hasten to answer.  Our culture is already dominated by visual perception, so it seems natural that we would use an image to start a search. No more digging deep to find relevant searches, by just one click Cinderella AI – Visual Products Search can provide multichannel shopping experiences by integrating online and offline world.

 

Currently, only 8% of retailers have built image search into their web inventory (l2inc),
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62% of Millennials desire the ability to visually search over any other new technology  (SocialMediaToday), 
When shopping online for clothing or furniture, more than 85% of respondents respectively put more importance on visual information than text information (BusinessWire),

36% of respondents have performed or used Visual Search, the same rate as voice search (BusinessWire).

 

AI Visual Product Search is the last step that will bring the elements together: Search Engine Turbocharger mechanism, AI Voice Search, and advanced custom settings.  But there are just pieces. Now, imagine it as a puzzle set. If you want to get a full picture and gain real benefits, implement a Visual Search, to see how this combination drives not only the Customer Experience but also Visual Experience, which nowadays, according to 59% of people is the most important (BusinessWire).

 

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Visual search is taking the retail world by storm

 

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Today’s digital landscape is a competitive one. For any business to find success today, it must create and share media content (such as images, videos, written content, and podcasts) with its audience.

Publishing new media is how you boost brand awareness, engagements, conversions, and revenue for your business. Not to mention, media content helps you stand out from competitors.
Over time, though, it can become confusing to keep track of, plan, organize, distribute, and analyze all that media content.
The best way to combat these issues is through media planning.

Media planning has many moving parts, and the process can be difficult to get right.
By working through the media planning steps as well as implementing media planning templates, you’ll keep any media-related challenges at bay.

What is a media plan?
A media plan details what kind of media you will create and where and how you’ll publish it to best engage and convert your audience. Some media plans align with larger company initiatives and campaigns, following along with pre-approved messaging and content.
Other media plans are standalone strategies that detail how organizations plan to leverage media (written, video, audio, etc.) to connect with followers and customers.
There are a number of benefits to media planning.
Benefits of Media Planning
Media planning aids with parts of content creation and distribution, including:

Getting to know your target audience on a deeper level so you can effectively reach them through your media content

Deciding which media channels and platforms on which you’ll share your content

Determining the timing and frequency of the media and content you publish and share

Keeping up with the latest media trends and technology

Sticking to your budget as you work to create, publish, and share high-quality and engaging media content

Conducting analyses to measure the success of your media planning process

In addition to the benefits of media planning, it’s important to note how it differs from media buying. Although the processes are related, they have different purposes and are often confused with one another.

Media Planning and Buying
Media planning and media buying are closely related and work in tandem with one another. Depending on the size of your business and your budget, your team members who plan your media may also handle the media buying process.
So, what makes these processes unique?
Well, media planning focuses on the strategy behind the media content that’s created, published, and shared among your customers and target audience. The media referred to here is all-encompassing, meaning it doesn’t always include paid ads and paid content.
This is where media planning and media buying differ.
What is media buying?
Media buying is related to paid media — whether that means your business is buying campaign or ad space on various channels, paying to share targeted campaigns and ads, or negotiating with media vendors.
In a world where your business can create and share media and successfully reach your audience for free, media planning can happen without media buying.
However, media buying requires media planning. (It’s like that “a square is a rectangle, but a rectangle is not a square” lesson that baffled us all in elementary school.)
Media planning sets the tone and direction for the buying that needs to occur. Once ad space is purchased or content distribution plans have been negotiated, there needs to be a strategy (or media plan) for getting that media to your audience and customers.
Next, let’s review the steps in the media planning process so you can begin developing your business’s strategy.

As you work through the following media planning steps, keep in mind that how your business applies the results and conclusions derived from each step will be unique based on your audience and needs.
1. Conduct market research.
The first thing you’ll want to do when developing your media planning process is conduct market research. Market research will allow you to tailor the content you create and the media plan you implement to your target audience and customers.
Start by creating (if you haven’t already) and studying your buyer personas as well as developing an understanding of who your target audience and current customers are.
With this information, you can determine what media will reach, resonate with, and convert your audience. Additionally, it’ll help you decide what platforms and channels through which to share your content.
2. State your media planning objective.
When developing your media plan, keep a goal (or a few) in mind to help you effectively navigate the process. Moreover, goals can help you know what content types and platforms you can say “no” to.
Here are some examples of media planning objectives you might have:

Strengthen cross-team collaboration (e.g. content, graphic design, animation, video, blog, social media) while creating and sharing media.
Enhance and streamline the publication and distribution processes for all media.
Improve media distribution timeline to ensure our content is shared efficiently so it’s relevant to our target audience.
Amplify the success of our media content by allowing for ample time to analyze its impact and reach our audience.

For instance, say you’re looking to create a media plan for your Facebook and Instagram social content. Your objective may be to streamline the content creation process in a timely fashion and then schedule posts on both platforms in advance.
This way, you ensure your posts are relevant to your audience so you can boost engagement and stay top of mind. 
3. Determine which media planning templates you’ll use.
There are a number of easy-to-use templates available to help with your media planning strategy, such as editorial calendar templates and social media strategy templates. We’ll cover these options, and several others, in detail below.
Media planning templates ensure you stay efficient and effective while working on all aspects of your media content. They keep your media content organized while publishing and sharing it among your audience members.
Due to the variety of templates available for different types and parts of the media planning process, the templates you incorporate will be unique to your business. Don’t be afraid to experiment with or combine different templates.
For example, if your business is looking to create a media plan for your Facebook and Instagram social media, you might choose to implement a social media calendar template.
This type of template will help you coordinate your content across both channels, boost engagement, and improve productivity among your team members — and therefore, achieve the objective you set in step two.
4. Implement your media plan.
Ensure all parties who should be aware of the plan have the necessary details to help you execute accordingly.
Additionally, share the contact details of the media-planning point person at your company in case anyone has questions or comments.
To get a better understanding of what I mean, let’s refer back to our example in the above step about your social media plan for Facebook and Instagram.
If you implement a social media calendar template as part of your media plan, ensure everyone who will be working on or creating the content and publication schedule for both platforms has access to it.
5. Evaluate your success.
Whether your media plan revolves around individual posts on Instagram or a month-long, company-wide campaign, be sure to measure the success of your plan.
Ask yourself and your team questions like, “Did this media plan help us achieve our specific goals?” and “Did the media planning templates and tools we used add value to our media creation and publication processes?”
The way you evaluate your media plan’s success should be directly tied to your business’s specific goals regarding your media and content, the teams who create the media, and the value you hope to derive from the media (e.g. boost conversions, engagements, revenue, etc.).
Let’s look back at our example from above one last time. Think about whether or not your social media content plan and the calendar template you implemented have helped you reach your target audience and achieve the objective you set.
Ask yourself whether or not your media plan helped you boost engagement on the social platforms you focused on as well as collaborate and coordinate more effectively to increase team-wide productivity. 

What to Consider for Your Media Planning Strategy
After following the media planning steps above, there are a few additional things to consider.
First, what’s your media planning budget? If you’re aiming for free media, you can disregard this question. But if part of your media planning involves media buying (as we discussed above), you’ll need to sit down with your marketing leadership to understand what funds you have to work with.
Set this budget before you start researching platforms and creating content. You don’t want to start formulating a campaign that you can’t afford down the road.
Second, consider your key messaging points you want your media to communicate. You don’t have to pre-write all your media content, per se, but you should establish the main themes at the beginning so all media is consistent and on theme.
These messaging points will come from from your audience research and may also influence what content types and platforms you pursue, so be sure to establish these early on.
Now, let’s review some resources available to simplify the media planning process.

Media Planning Templates
There are a plethora of media planning templates available online that you can purchase or download for free. The great part about using media planning templates is that you can customize and tailor them to your business’s specific needs and goals.
Depending on the media software your business uses, such as HubSpot’s (free) CRM, Marketing Hub, or Sprout Social, there may be customizable planning templates included (similar to this menu of options from HubSpot).
You may also elect to create templates on your own with the help of Google Sheets.
Either way, how you choose to implement and use media planning templates will be unique to your business and needs — so don’t be afraid to modify your templates over time as your goals evolve or audience grows.
Free Media Planning Template [Download Now]
Download this Template
Types of Media Planning Templates
To help get you started, here’s a list of common types of media creation and planning templates. (Click the links to be directed to an associated template resource.)
You might use one or several media templates based on your needs. Remember, there’s no right or wrong answer to which template you should use — it’s about preference and what works best for your business.

Use a media planning template to organize your paid media efforts and expenses in one visual location.

Use a social media strategy template to align your media content with your audience in a way that provides value for your business.

Use a social media calendar template to customize a timeline for when you’ll share your social media posts in a simple, organized, manageable, and effective format.

Use an editorial calendar template to plan and optimize all of the marketing content you’ll publish and share including blogs, social media, and campaigns.

Use a blog post template to simply fill-in-the-blanks and begin writing engaging, relevant, and well-optimized blog content for your audience (all while avoiding writer’s block!).

Use an ebook design template to take the guesswork out of how to make your ebook professional, eye-catching, and beautiful all while saving yourself valuable time.

Use an infographic template in Powerpoint or Illustrator to quickly customize the way you present data, share insights, and promote offers in a way that looks and feels professional.

Use an analytics and reporting template for Excel, PowerPoint, and Google Drive to make the processes of pulling, organizing, and sharing data simple no matter which metrics you track.

Use a budget template to manage and review your spending and budget with Excel or Google Sheets.

Use an advertising template to help you plan and manage advertising campaigns in a way that’s sure to convert audience members into leads and customers.

Begin Your Media Planning Process
Media planning is an integral part of your business’s ability to successfully create, publish, and share media content. It’s how you streamline cross-team communication and collaboration around your media as well as ensure it’s shared with your audience in a timely fashion.
So, work through the media planning process steps above and choose which templates you’ll use to begin reaching and converting more audience members.
Editor’s note: This post was originally published in February 2020 and has been updated for comprehensiveness.

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