Monday, February 14, 2022

How To Get a Business Verified on Instagram

“After we got verified [on Instagram], it was a great asset to our social media team,” says Samantha Lim, Community Manager for monday.com. “Along with the trust it establishes when people interact with our brand, the features we got from Instagram helped with our campaigns.”

monday.com is just one of many businesses using Instagram to build a presence on the app, attract an audience, and inspire loyalty. monday.com is also one of many businesses on Instagram that can be threatened by impersonation and fake accounts, which is what makes verification so valuable. 

In this post, learn more about why an Instagram verification badge is important, when you should seek verification, and how you can go about getting your account verified.

Download Now: Free Instagram for Business Kit + Templates

What is an Instagram verification badge?

An Instagram verification badge is a blue checkmark on an Instagram profile page that appears in someone's profile, as well as in search results. The image below displays three Instagram profiles from businesses and public figures — HubSpot, Beyonce, and Telfar — that are verified, with the blue badge displayed next to their profile username.

instagram verified symbolImage Source

Overall, the verification badge shows that Instagram confirmed the account to be authentic and owned by the celebrity, influencer, public figure, or business claiming to own it and that its content is legitimate (one of the most significant reasons to get verified on Instagram).

Why and when should you get verified on Instagram?

Getting verified on Instagram typically begins with a desire to show audiences that your account is your only real account, so they don't follow an impersonator. It helps you create a credible and trustworthy presence on the app.

Verified accounts also appear higher up in search results, making it a valuable tool for businesses to generate awareness and exposure when users search for your name or keywords related to the content you share on the platform.

Instagram Verification Criteria

Anyone can request verification, but Instagram is careful about who it verifies, considering the blue badge carries significant weight.

Instagram says that there are a few key factors when reviewing requests. Most significantly, your account must align with Instagram's Terms of Use and Community Guidelines.

Your account also needs to be:

  • Authentic: Your account represents a real person (public figure, influencer, etc.) or a real registered business or entity.
  • Unique: The content you share needs to represent the unique qualities of the person or business requesting verification.
  • Complete: When you apply, your profile must be a public profile that contains a bio and profile photo and an active presence on the app.
  • Notable: Your account needs to represent someone that is well known or often searched for. Instagram reviews news sources for notability, but it does not consider paid or sponsored media.

How many followers to get verified on Instagram?

Instagram is tight-lipped about any numbers required for verification. While some sources say 10,000 followers, Instagram has never verified this claim.

It's best to seek out verification that isn't based on follower count but more about the presence you're hoping to build on the app and if you think there is a possibility for impersonation.

Why Your Instagram Verification Application Could Be Denied

If your Instagram verification request is denied, it can be due to various reasons:

  • Your profile was not complete when you requested verification (i.e., you don't have a profile photo).
  • The only content available to display your notability is paid or sponsored media.
  • You provided misleading information during the verification process.
  • You attempted to verify your account through a third party.
  • You applied for a verification badge multiple times before receiving a final decision from Instagram.

You can also lose your Instagram verification at any point if you violate community guidelines or terms of use. Instagram can disable your account for future use if you violate guidelines.

How to Request To Get Verified on Instagram

Now that you know everything about the verification process, let's go over how you can apply.

1. Click on the hamburger button on the top right-hand side of your profile page, as shown in the image below, and select Settings, then Account.

get verified on instagramImage Source

2. In the Settings tab, select Account and scroll down to select Request Verification, as shown in the image below.

get verified on instagram: select account and then request verificationImage Source

3. Once selected, you should see the Apply for Instagram Verification tool pop up, shown below.

image 3Image Source

In the form fields, you'll be asked to confirm the authenticity of your or your business, verify your notability and relevance to the public interest, and add additional links that show your presence in the public sphere. It's a best practice to include as much information as possible.

5. Once you've entered the relevant information, select Submit at the bottom of the application.

How long does it take to get verified on Instagram?

Instagram says you'll receive a notification about your verification request in the Activity tab up to 30 days after submitting your request. While you wait, it's best to continue using the platform as you normally would. If your application gets denied, you can submit another request after 30 days.

Whether you're verified or not, the best way to interact with your audience on the platform and generate a presence is to be active and share valuable and informative content. Your audience will recognize that you're there to help them succeed, and they'll view you as a credible source.

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Friday, February 11, 2022

How to Write a Marketing Resume Hiring Managers Will Notice [Free 2022 Templates + Samples]

As we collectively enter into year three of the pandemic, the great resignation, and the "candidate's market", having a stand-out marketing resume is more important than ever.

It's ironic, but despite knowing how to sell products and services, so many marketers have a hard time selling themselves. It can often be difficult to turn the spotlight inward, but this is a skill all marketers need to perfect if they want to grow in their careers.

→ Download Now: 12 Resume Templates [Free Download]

In this article, we'll show you both new-aged and tried-and-true methods for building the perfect resume. You'll find resume templates and examples that have worked for our team here at HubSpot and folks in successful careers at other companies.

How to Write a Marketing Resume

If you're a marketer whose resume could use a little polish, don't worry. With just a few resources and some actionable tips from hiring managers themselves, we'll help you create a truly impressive marketing resume that's sure to stand out to recruiters.

1. Start with a template.

To make things easy and increase your effectiveness, don't start from scratch. Resume templates give you a starting place for layout and formatting as well as inspiration for what to include.

Featured Resource: 12 Free Resume Templates

resume templates

Download 12 free designed, formatted, and customizable resume templates here. Take a look at them, and then use the advice below to customize your resume and make it rise above the rest in the stack.

Alternatively, there are resume builder tools out there that can help as well.

2. Know your target audience.

You never start a marketing campaign without knowing who you want to reach. That’s because once you know your target audience, it's easier for the other decisions to fall into place.

The same logic applies to your resume. If you know who will read it and what's important to them, you can shape your message accordingly. To do this, you need to think about the type of job and company you're hoping to work for.

Ask yourself questions like:

  • Is the job purely in inbound marketing, or will it require both traditional and digital work?
  • Will you be a specialist or a generalist?
  • Who is the employer — an agency with a buzzing digital marketing team in place already, or a small company looking to leverage the power of social media to grow their sales? Or maybe it's a marketing department within a large and established corporation?

Once you've outlined what's most important to the company and job you're applying for, you can carefully target your resume to them. You'll know what skills or traits to highlight, what keywords to use, and which parts of your background will be most interesting to the hiring manager. (For clues about which skills different marketing roles typically require, read this blog post on marketing job descriptions. You can borrow phrasing from those for your own resume.)

3. Define your unique value proposition.

You have a unique blend of skills, characteristics, and experiences that make you different from every marketer. To create a truly effective resume, you need to define exactly what this unique blend is — we'll call this your value proposition.

To develop your own value proposition, think about what separates you from other marketers. Is it your in-depth knowledge of marketing analytics? Your ability to write irresistible headlines? Perhaps it's your talent for creating compelling videos? Or maybe you have an impressive record of using social media to drive sales growth? Whatever it is, you can use it to set your resume apart from the crowd.

To a large extent, your value proposition depends on the type of positions and companies you're targeting. Large and small companies often look for completely different skill sets, as do companies in different industries. So as you think about what makes you uniquely valuable, and how that aligns with the jobs you're applying to.

4. Describe impact, not features.

One of the oldest copywriting tricks in the book is FAB (features, advantages, benefits).

By selling benefits over features, you're better able to resonate with your audience because you're actually painting a picture of what life will be like with the product or service.

The same goes for your resume.

When writing your resume copy, summarizing your experience, or formulating your objective, don't simply rely on what you've done. Instead of creating a list of duties (features) under each role, outline your accomplishments (benefits). These provide a clearer picture of who they're hiring if they choose you.

For example, instead of "Monitored SEO campaigns," the following makes a much stronger statement: "Increased organic traffic by 56% in one quarter."

As a result, the hiring manager is challenged to wonder, "What would life look like if we benefited from this impact?"

5. Determine your messaging strategy.

It’s crucial to determine your messaging strategy — before you write a single word of your resume. That's what you do when you're running a marketing campaign, isn't it? Here are some of the things to think about:

  • What is the best structure for your resume in order to highlight your value proposition?
  • Which keywords will your ideal employer be looking for?
  • How can you give real-world examples of your value proposition in action? (Think about campaigns you've run, social media successes, ideas you developed, etc.)
  • What is the best layout and design to reinforce your message?

All these decisions should be made before you start writing, and they should all be made with your target audience in mind. That way you can be sure that when potential employers read your resume, it will immediately strike a chord.

If you want an example of great messaging in a resume, check out the example below. Look at the progression of roles and key accomplishments in those roles — it tells the applicant's career story while also making them look exceptionally qualified.

professional experience and progression of roles on a marketing resume

6. Don't overcomplicate things.

Just like the marketing adage says, "A confused mind says no."

The best way to convey an idea is... simply. Even when the topic is complex.

With this in mind, consider what message you want to send and keep the copy clear and concise to support it.

Use the layout of your resume to help in this endeavor, and don't be afraid to trim any unnecessary bits.

7. Make sure your resume gets seen.

If you don't already have a connection at the company you're applying to, you'll most likely need to apply through a computer system. This process is what makes it so critical to upload it in a format that allows all recipients to read it as intended, like a PDF. That way, none of the original formatting or spacing is lost in translation, making it really difficult to read from a recruiter's perspective. Although they'll still have access to your resume, confusing formatting might distract them from the content.

Once you send in your resume, the computer service will scan it for relevant keywords that have been programmed in advance by the recruiter. Then, the system will either "pass" or "fail" you, depending on how many keywords and phrases are included in your resume that match what the recruiter's looking for.

Don't worry: Even if you "fail," it doesn't mean your resume won't ever get seen by a real human. But it doesn't look great, either — so try to foresee which keywords the recruiter will be looking for by making a note of all of the skills you have that are relevant to the job description.

Keywords to include might be the names of the social media sites you use, analytics or CRM systems you know, and software programs or SAAS systems you’re familiar with. Make sure you've included these terms as seamlessly as possible throughout your resume (where relevant), and add any outliers at the very bottom under a "Technical Skills" or "Digital Marketing Skills" section.

Sure, computers may be used in the initial screening process, but it's humans — with real feelings, pet peeves, hobbies, relationships, experiences, and backgrounds — who are ultimately reading and evaluating our resumes.

They're also the ones who get annoyed when we don't put our employment record in chronological order; who just don't feel like reading paragraph-long job descriptions; and who get excited when you went to the same college as them. So to get a sense of what really matters on a marketing resume, I asked some hiring experts what they actually care about when they scan resumes, and here's the inside scoop on the tips they shared with me. (By the way, don't miss out on what they said about cover letters at the end.)

1. Keep it brief.

Limit your resumes to one page if you can. It takes hiring managers six seconds to decide whether they like your resume or not. If they do, they'll keep reading. If they don't... well, it's on to the next. So, chances are, they won't even get to page two.

In some cases, bleeding onto another page is OK, especially if you have a lot of really relevant experience. But if you have to do that, just don't exceed two pages. Remember, recruiters can always look at your LinkedIn profile for the full story. (Because you've completed your profile on LinkedIn, right?)

2. Use simple formatting.

Formatting speaks to the way candidates collect their thoughts and organize their ideas. As HubSpot's VP of Sales Productivity and Enablement Andrew Quinn explains it, "A candidate's resume is their ad to me. How are they structuring this ad so I get a clear picture of what they're capable of?"

There's a fine line, though. You have to strike a balance between making your resume stand out and keeping the formatting consistent.

Below is an example resume with great formatting that's easy to read. If you like the format and want to use it as your own, you can find it among our free downloadable resume templates here.

marketing resume template with great formatting

If you're a creative, you might be asking, "What about graphic-heavy resumes?" Here's the general consensus on infographic resumes: Don't make an infographic resume. Every hiring manager I spoke with advised sticking to the classic resume form instead of infographics or other formats.

Simply put, infographics are hard to understand. Creativity is encouraged when applying for design roles, but use your portfolio to let that skill shine. Plus, you'll have a lot more wiggle room to show off your talents outside of a static medium like a PDF version of your resume.

Below is an example of a creative format that's still easy to read and understand. It was made using the Apple desktop app iWork Pages, which can be exported as a PDF so none of that beautiful formatting gets messed up in translation.

marketing resume with creative format

3. Pay attention to the quality of your writing.

Hiring managers throw away resumes with spelling errors — but writing quality goes beyond just simple spelling mistakes. Writing and presenting data in meaningful ways is a critical skill for any position, from blogging to engineering.

Are the details you want hiring managers to know about you easy to consume? Do you use concise sentences to convey your performance and accomplishments? Are your verb tenses consistent (except for current positions)? Is your language overflowing with buzzwords, or does it sound natural? Are you making sure to use first-person without using "I" or "my"? (See #11 in this blog post to understand why that's not okay.)

"Formatting, spelling, syntax, and structure are all evidence of attention to detail," Quinn told me. "This is important for any job, but especially if you're applying to a job where attention to detail matters." If you're applying for a writing position, this is even more important.

4. Include your location.

When it comes to location, hiring managers want to know if you'll need to relocate. If you already live near the company's office, great! If you would need to relocate, then there are more options both you and the hiring team will need to think through. Hiring managers can't legally ask you directly where you live — but omitting your location may raise eyebrows. Even P.O. boxes could be concerning.

If you do need to relocate, you should still include your current, out-of-town city and state on your resume, but be prepared to answer relocation status questions in an interview. If the company doesn't offer relocation packages or remote options, will you be able to afford to take the job and move anyway?

If not, you're better off applying for roles in your area, roles that mention relocation assistance on the application, or roles that are remote-friendly.

5. Highlight your education intentionally.

Which is more important: Where you went to school, or what you studied?

It depends on the job you’re applying for and the level of the role within the company.

In most cases, your degree should make sense for the role. Hiring managers are looking for the tie-in; what's relevant about what a candidate's done in school. That doesn't mean only marketing majors can apply to marketing jobs — marketing teams might hire someone who came out of creative studies like liberal arts, graphic design, or writing. An engineering team, on the other hand, probably won't hire someone without a computer science degree.

marketing resume education section

It also depends on how successful you were at the school you attended. While there are some hiring managers who only give interviews to graduates of top-tier schools, most say it helps to go to a top-tier school, but it's certainly not a deal-breaker if you went to a less popular school or a community college. A community college graduate with a 4.0 GPA could be more attractive than an Ivy League graduate with a 2.0.

Speaking of GPA — when to take it off your resume is subjective. If your GPA was below a 3.0, consider removing it altogether. If it's higher than that, Quinn says, “The benchmark is five to seven years after graduation, which is when candidates tend to have a solid track record of employment. If you did well in school but had lackluster job prospects following graduation because of, say, a bad economy, you could definitely leave it on longer.”

marketing resume education section with gpa listed

It goes both ways, he explained: "If you had great jobs and accomplishments following graduation but didn’t have a good GPA, consider removing your GPA earlier."

Three to five years after college or graduate school graduation, you can move your "Education" section to the bottom of your resume — unless you connected with someone through an alumni network or if you know an executive there who also went to your school.

The same thing applies if you haven't completed your degree. Basha Coleman, Historical Optimization Marketing Manager at HubSpot adds, "Not every job requires a degree these days. Relevant work experience and transferrable skills are just as valuable. Focus on highlighting your experience so the hiring team can see your expertise."

Want to take your marketing education to the next level and make your resume even more appealing to potential employers? Become a certified inbound marketing professional with HubSpot's free marketing certification.

6. Be consistent with company names and job titles.

Hiring managers will look at where you've worked before (do they recognize the company names or know anyone who works there?) and your titles at those companies.

"If you're applying for a sales position at a software company like HubSpot, we're looking for experience selling software," David Fernandez, former Recruiting Team Lead at HubSpot, told me. "If you're applying for a services position, we're looking for customer-facing experience."

example of a marketing resume

Yes, people tweak their titles at previous companies to more closely match the positions they're applying for. If you do this, your "new" title should be close enough to what you really did that if someone were to call and check a reference, they wouldn't be dumbfounded. Maybe "Clerk to the Surgical Waiting Room" becomes "Customer Service Clerk." Also, make sure to change your titles on LinkedIn, too — hiring managers will check for consistency on LinkedIn, Fernandez said.

7. Include enough bullet points in each section.

Each position you've had should be accompanied by no more than five to six bullet points. Remember, these hiring managers are scanning your resumes really quickly, so you want to make it easy for them to find and digest the relevant information by consolidating the most important points and putting them first. Paragraphs are a big no-no.

Luckily, you work in a profession where everything can be measured and analyzed, which means it's relatively easy to tell an impressive story of success. Think about all the ways your work can be quantified through hard data and then fill your resume with action-packed bullet points that convey the value you've added.

Focus on accomplishments first before responsibilities and duties. If you had a senior management role, include the number of people you managed. If you built a program from the ground up, call that out.

Also, include goals and metrics that hiring managers can use to compare you against other candidates, and make sure those metrics make sense so you don't confuse the hiring manager. Run the metrics by a family member. I'm serious. If they make sense to them, then they're all set. If not, then you weren't clear enough and you need to tweak the language.

Examples might be increasing social media engagement, improving SEO ROI, driving increased web traffic, reducing bounce rates, boosting landing page conversions, etc. Once you have a list of your results, choose the best four or five and turn these into bullet points like these:

  • Drove 37% improvement in newsletter clickthrough rates by rewriting sales copy.
  • Grew ecommerce sales 23% in just 6 months by redesigning and A/B testing all landing pages.

8. Don't forget to add your dates of employment.

Job hopping isn't the red flag it once was. These days, switching jobs is not only necessary for career growth but it's often cited as one of the fastest ways to grow financially, too.

So don't be afraid to list several back-to-back stints at different companies in a short period of time. As long as you've included your achievements in each role, you're golden.

If you took longer than six months off of work, explain the gap on your resume. If it's something like teaching or the Peace Corps that you can describe like a job, then you can insert it into your resume just as you would any other position:

example resume with peace corps as a position

If it's something like traveling abroad or taking time off for family or personal reasons, you can simply add it in italics of parenthesis. You could also list this period as a "sabbatical". Hiring managers just want to see a rational explanation — that you were doing something productive with your time.

9. Consider adding interests and hobbies.

Character is something hiring teams are constantly on the look out for in the candidates they interview and hire. Although character is easily picked up on in person, it's not impossible to get an impression of a person's character from their resume.

To showcase character in a one-way document, Editor in Chief of LinkedIn's Marketing Solutions Blog, Tequia Burt, encourages candidates to be confident in their ability to do the work they're applying for. She adds, "Take pride in what you do. Don't focus on how others will perceive you. Show them how you perceive yourself."

Burt continues, "Be real. Be yourself. Be the best at what you do and let that shine through in your resume." The perfect way to do this is by sharing interest and hobbies.

10. Let your personality and character shine.

Whether you should include interests and hobbies on your resume depends on the company culture and the job. If you're applying for a creative role, hobbies like photography and painting could be interesting to an employer. If you're hiring for an accounting role, then a hobby like skydiving wouldn't be good to include — hiring managers might categorize you as a risk-taker, and do they really want a risk-taker managing their money?

"Think about the conclusions someone could draw from your hobbies relative to the role you're hiring for," Quinn advises. "Do they enhance or detract from the image you're trying to convey? If you know the culture embraces unique individuals that have a broad background and set of interests, then it could be useful information. But conservative organizations probably don't care what you do in your free time — in fact, they could interpret outside hobbies as distractions."

Companies with cultures like HubSpot's want their employees to have some personality and invest in outside interests. So if you're applying to join that kind of culture, an "Interests" or "Hobbies" section could benefit you.

Before including or omitting this section on your resume, gain some intelligence about the company’s environment and culture. (And check out HubSpot's culture code if you haven't already.)

Spend Less Time on These...

Personal Statements/Objectives

In fact, we recommend skipping these altogether. Frankly, they're irrelevant. I've spoken with HubSpot recruiters about numerous times where candidates put the name of another local company on there — huge mistake.

Instead, replace it with a "Skills" or "Key Skills" section at the top of your resume, in column format, that highlights the top six to nine skills applicable to the role you’re applying for. Be sure to change these skills for each job and use the job description as a guideline.

Don't plagiarize the job description by any means, but you can pull out key phrases. For example, in the example below, one of the listed skills is "Deep understanding of the consumer lifecycle." That's because the job description asked for exactly that: a deep understanding of the consumer lifecycle and customer journey.

Skills section on a resume

Pro Tip: Although you should leave this section off your resume, you should have something in the 'Summary' section of your LinkedIn profile. Focus this section on specific skills and achievements. It's a good place to put a link to your portfolio, blog, SlideShare presentations, or examples of work you've created like open-source code.

Use that space to talk about specific achievements from previous roles, awards you've won, or projects you've worked on. The information and skills on here should be applicable to where you’re headed in your career, not irrelevant past skills. (When I first heard this tip, I immediately took "emergency medicine" off of mine.)

Cover Letters

Cover letters vary in importance, depending on the industry or company to which you are applying. Many companies that require you to write a cover letter will read it, but they'll focus mostly on your resume.

With this in mind, it's best practice to draft a cover letter just in case. And you don't need to create one from scratch for each role. Coleman suggests creating a cover letter template. "This can be the base of your cover letter, but it still gives you enough room to customize. That way, you don't feel as overwhelmed when you realize the job description requires a cover letter."

Here's the cover letter template she created as a new marketer applying to roles in her first few years after college:

Marketing Cover Letter Example: Basha Coleman

Marketing Resume Examples

So here are some examples of marketer resumes done well:

1. Natalie Gullatt

Marketing Resume Example: Natalie Gullatt

Natalie Gullatt takes a more traditional approach with her resume, abandoning fancy frills in favor of hard-hitting copy. She expertly conveys her marketing impact with metrics (e.g. "decrease[d] costs by 61%" and "generated a $746k revenue pipeline") so that anyone considering her for the role can ask themselves: "What if she could do that for us too?"

2. Andrea Fitzgerald

Marketing Resume Examples: Andrea Fitzgerald

Andrea Fitzgerald uses her page space effectively with listable items on the left and experience on the right. This makes the rest of the resume easier to skim so hiring managers can quickly find the information important to them.

She also summarizes her achievements in bite-sized sentences. This combined with the vertical format gives a lot of room to fully list out the depth of experience Fitzgerald has.

3. Jess Johnson

Marketing Resume Example: Jess Johnson Page 1Marketing Resume Example: Jess Johnson Page 2

Jess Johnson applied to HubSpot with this resume, tailored to the job and company branding. By taking this unique approach, her goal was to stand out from other applicants. While her resume wasn't the only factor in her landing the job, I imagine it gained a bit of attention. After all, a hiring manager is looking for applicants they can picture in the position.

4. Sarah Casdorph

Marketing Resume Example: Sarah Casdorph Page 1Marketing Resume Example: Sarah Casdorph Page 2

There's an old saying out there for keeping resumes to one page, but for marketers with extensive experience, the one page isn't always possible without compromising readability and design. At the same time, anything on the second page is at risk of being ignored.

Sarah Casdorph solves for this, putting top skills on the front page and pulling out "notable impacts" for each position. Not only is her two-pager easily navigable, but there's a clear trail of achievement.

It's Just Like Marketing

As a marketer, you have a talent for communication and a solid understanding of what makes people buy. The good news is that by applying this knowledge to your own resume, you can easily stand out from the crowd.

Editor's note: This post was originally published in July 2018 and has been updated for comprehensiveness.

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How to Write a Marketing Resume Hiring Managers Will Notice [Free 2022 Templates + Samples] was originally posted by Local Sign Company Irvine, Ca. https://goo.gl/4NmUQV https://goo.gl/bQ1zHR http://www.pearltrees.com/anaheimsigns

How to Create An Effective Facebook Ad Strategy in 2022

When it comes to spending your advertising budget, you may be unsure how to get the most bang for your buck. After all, there are so many different advertising and marketing options out there. How do you know which will best suit your business, reach your desired audience, and give you the biggest return on your investment?

Even with all of the changes Facebook has undergone in the past few months, it’s still a great place to advertise your business. Ads are affordable and you have the ability to target your "ideal" customers. With approximately 1.93 billion people using this social media platform each day, you’re bound to reach the audience you’re looking for.

Download Now: Free Facebook Advertising Checklist

Like any marketing or advertising platform, you’ll want to go into this endeavor with a solid plan or strategy. Without one, you might as well be tossing flyers off a bridge and hoping for the best.

Facebook Ad Strategy 2022

If you’re new to advertising on Facebook, this landscape may look like a frightening new frontier where no business has gone before… but it’s not. There are more than 3 million businesses actively advertising on Facebook.

"Wait… then isn’t it oversaturated? Shouldn’t I advertise somewhere else?" There are so many advertisers on Facebook because it works. It’s an excellent way to reach your desired audience and inspire them to take action (ideally, purchasing your product).

Now, what you do need to know is that not all of those 3 million advertisers are successful. Many have failed to understand who their ideal customer is and how to target the people they want to sell to.  

As a result, the question isn’t whether you should advertise on Facebook. The question is, how do you advertise properly so the ROI is worth your time and money.

What to Know Before you Set Up your Facebook Ad

We get that you’re excited, but some pre-planning will help make your campaign much more successful.

First, you need to understand who your customer is.

  • Who are they?
  • What does their family situation look like?
  • How much do they make?
  • Where do they live? (Both geographically and whether or not they own or rent).
  • Where do they work?
  • How do they spend their free time?  

Once you understand who they are, you’ll want to take it one step further and understand how they think.

What keeps them up at night? How is their emotional state and what needs are they looking to have fulfilled? How do they identify themselves? The way they see themselves is often more important than how you see them (even if your view is more realistic).

Next, you’ll want to walk through the average customer journey. What steps do they take as they:

  • Recognize that they have a problem
  • Identify what that problem is
  • Discover potential solutions
  • Become aware of you as an option
  • Choose to purchase your product

For each customer, this journey may be slightly different. However, they generally fall into 3 categories:

  1. Awareness Phase (top of the funnel)
  2. Consideration Phase (middle of the funnel)
  3. Decision Phase (bottom of the funnel)

Why does this matter to you as an advertiser? Because you will tweak your content, offers, verbiage, and Call to Action based on whatever stage of the customer journey your potential buyer is in.

Finally, you’ll want to break your audience up into segments based on where they are situated in the customer journey. This will allow you to make the right offers to the right people at the right time.

Here are a few examples of potential audience segments:

  • Any new customers in the "prospects stage" are entering your funnel as warm leads because they are interested in your product.
  • Lukewarm leads visited your website but didn’t engage, you may wish to use Retargeting to remind them that you are there, waiting in the wings, with the solution to their problems.
  • Engaged blog readers like your blog and keep coming back for more. They’re more likely to share your content on Facebook or make a purchase.
  • Landing Page visitors came to a specific landing page and are therefore probably interested in that particular product.
  • Shopping cart abandoners were so close to making a purchase... but something stopped them. They may just need a gentle push to finish their purchase.
  • Return customers love your brand. They’ve already purchased from you in the past and come back time and time again for more. These customers can serve as brand advocates, singing your praises and recommending your product to their friends.  

As you learn more about your own audience, you may uncover different segments that will require different messaging.

Now, consider how your Facebook strategy will differ based on who you are advertising to and where they are in their journey (and in your funnel). Consider these possibilities.

  • When you are looking to attract prospects, you may create ads around your brand or content that will help them understand their problem (and position you as an expert).
  • As your goal shifts and you want to CONVERT the prospects, you will utilize contests and giveaways, free trial offers, and lead ads.
  • When it’s time to CLOSE the prospects, you’ll incorporate lead nurturing campaigns, discount offers, sales campaigns, and limited-time offers to encourage them to buy.
  • Once prospects become customers, it’s time to DELIGHT them with premium offers, referral programs, upsell campaigns, and helpful information about their purchases.

There’s one more step before we dive into Facebook Ad Strategy. It’s called a Facebook pixel and if you want to track your conversion (which you definitely do), you need to install it. The Facebook pixel is a string of tracking dots that you take from Facebook and embed in your website. It then tracks what visitors do when they get to your site. This allows you to better hone your advertisements based on actual user behavior.

Not super techy but still trying to handle your own website? Facebook has step-by-step instructions to help you install a Facebook pixel on your website.

Facebook Ad Strategies

Now that you’ve set up the foundation for strong Facebook Ads, we can take a look at different strategies you might employ with your advertising.

Depending on what audience segments you choose to target, these may not all fit the bill. Make sure to keep all of the audience research you did, in mind as you look through these options.

1. Combine Facebook Ads with Content Marketing

Many companies make the mistake of targeting warm leads with ads designed to turn them into paying customers. You know better. You know that a warm lead is not ready to buy from you yet. Instead of turning them off with straight sales offers, provide them with useful content that answers their questions, and solves their pain points. This needs to be short, interesting, and valuable. Be patient. Eventually, you will convert these warm leads into customers.

How do you do this?

  1. Create content.
  2. Share content on Facebook.
  3. Ask your team members (and maybe a handful of friends) to like and share the post.
  4. Boost your Facebook post so you can reach a wider audience.

2. Use Giveaways and Contests

Facebook contests needn’t focus on sales all the time. You can instead offer a potential high-value prize to create increased brand awareness that will pay off in the long run by bringing new leads into your conversion funnel. Before committing to a contest or giveaway strategy, review Facebook’s policies to ensure you aren’t violating any of their rules.

3. Use Lead Ads to Build Up your Marketing List

A large Facebook following is great, however, Facebook "owns" your contacts. If they decide to change their algorithm or shut down, you will lose access to those people.

Creating a lead magnet such as a free e-book or course and then running a lead ad, will help you build your marketing list. Consumers can enter their email address directly into Facebook (no added steps or friction during which you may lose them) in exchange for their free gift. You can then add their email to your marketing list and include them in your email marketing campaigns moving forward.

4. Incorporate Video Ads

If you’ve been running ads for a while and aren’t seeing the returns you’d hoped for, or you’re brand new to Facebook ads and want to try a few different options and see what works best for your situation, video ads may be just what you’re looking for.

Not only do people love videos, but they also have the lowest effective cost per click (eCPC) compared to other ad types. Need to sweeten the deal even more? Adobe found that "shoppers who view video are 1.81 times more likely to purchase than non-video viewers."

5. Create Facebook and Google Ads

While many marketers see these platforms as one-or-the-other, Facebook and Google can actually complement each other quite nicely.

Once again, your strategy must depend on your campaign goals and the audience segment you’d like to target. For example, someone searching for a specific product, say a new computer, is likely ready to make a purchase and is simply researching their options. Using the right keywords and creating Google ads around them may be better than targeting warm leads on Facebook with increased brand awareness.

6. Utilize Facebook Mobile Ads

Before we go any further, is your website or landing page optimized for mobile viewing? This means that users will have a positive viewing experience no matter what device they use. If your site is not set up for this, you aren’t ready for mobile ads. Despite the fact that 94% of Facebook’s advertising revenues were generated via mobile, you will be throwing money out the proverbial window if you send potential customers to a site that causes them frustration.

When utilizing Facebook for your business, remember to connect your social media platform to your HubSpot account for convenient scheduling and easy-to-read reports.

Over to You

When it comes time to devise your Facebook ad strategy, the most important thing you can do is understand your audience better. All of the fancy strategies and new tricks won’t help if you don’t know who you are selling to and how close they are to making a purchase.

Spend some time getting to know your ideal customer, learning who they are, what they do, and what they want. Once you understand where your potential customers are in their buying journey, you can better usher them towards purchasing your product.

Facebook may have changed, but the value of understanding your customers never will.

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9 Types of Organizational Structure Every Company Should Consider

Choosing the best organizational structure for your company, division, or team is a lot like picking out a new car.

At the most basic level, you're always looking for something road-worthy — something that can take you (and your passengers) from point A to point B without a hitch.

But beyond that, there are a lot of options to consider. Automatic or manual? Four-wheel drive or two? Built-in GPS? Leather interior? Flux capacitor? (Only if you're going back in time, of course.)→ Download Now: The Illustrated Guide to Org Charts [Free Guide + Templates]

In the world of organizational structures, the options you have to choose from include things like chain of command (long or short?), span of control (wide or narrow?), and centralization (centralized or decentralized decision-making?), just to name a few.

What's the point of an organizational structure? As a business leader, do you even need one? As I said, org structures help you define at least three key elements of how your business is going to run.

As your company gets bigger, an organizational structure can also be helpful for new employees as they learn who manages what processes at your company.

Then, if you need to pivot or shift your leadership, you can visualize how the work flows would work by adjusting your organizational structure diagrams.

To put it simply, this chart is like a map that simply explains how your company works and how its roles are organized.

Here's what each of those elements means to an organization:

Chain of Command

Your chain of command is how tasks are delegated and work is approved. An org structure allows you to define how many "rungs of the ladder" a particular department or business line should have. In other words, who tells whom to do what? And how are issues, requests, and proposals communicated up and down that ladder?

Span of Control

Your span of control can represent two things: who falls under a manager's, well, management ... and which tasks fall under a department's responsibility.

Centralization

Centralization describes where decisions are ultimately made. Once you've established your chain of command, you'll need to consider which people and departments have a say in each decision. A business can lean toward centralized, where final decisions are made by just one or two entities; or decentralized, where final decisions are made within the team or department in charge of carrying out that decision.

You might not need an org structure right away, but the more products you develop and people you hire, the harder it'll be to lead your company without this crucial diagram.

(To dive deeper into what all of these different organizational structure components are, check out my earlier post, "The 6 Building Blocks of Organizational Structure.")

In this post, we'll explore how you can combine those components to form different types of organizational structures. We'll also highlight the benefits and drawbacks of different structure types so you can evaluate which is the best option for your company, division, or team. Let's dive in.

Mechanistic vs. Organic Organizational Structures

Organizational structures fall on a spectrum, with "mechanistic" at one end and
"organic" at the other.

Take a look at the diagram below. As you'll probably be able to tell, the mechanistic structure represents the traditional, top-down approach to organizational structure, whereas the organic structure represents a more collaborative, flexible approach.

Mechanistic vs organic organizational structure, compared in two diagrams side by side

Here's a breakdown of both ends of the structural spectrum, their advantages and disadvantages, and which types of businesses are suited for them.

Mechanistic Structure

Mechanistic structures, also called bureaucratic structures, are known for having narrow spans of control, as well as high centralization, specialization, and formalization. They're also quite rigid in what specific departments are designed and permitted to do for the company.

This organizational structure is much more formal than organic structure, using specific standards and practices to govern every decision the business makes. And while this model does hold staff more accountable for their work, it can become a hindrance to the creativity and agility the organization needs to keep up with random changes in its market.

As daunting and inflexible as mechanistic structure sounds, the chain of command, whether long or short, is always clear under this model. As a company grows, it needs to make sure everyone (and every team) knows what's expected of them. Teams collaborating with other teams as needed might help get a business off the ground in its early stages, but sustaining that growth — with more people and projects to keep track of — will eventually require some policymaking. In other words, keep mechanistic structure in your back pocket ... you never know when you'll need it.

Organic Structure

Organic structures (also known as "flat" structures) are known for their wide spans of control, decentralization, low specialization, and loose departmentalization. What's that all mean? This model might have multiple teams answering to one person and taking on projects based on their importance and what the team is capable of — rather than what the team is designed to do.

As you can probably tell, this organizational structure is much less formal than mechanistic, and takes a bit of an ad-hoc approach to business needs. This can sometimes make the chain of command, whether long or short, difficult to decipher. And as a result, leaders might give certain projects the green light more quickly but cause confusion in a project's division of labor.

Nonetheless, the flexibility that an organic structure allows for can be extremely helpful to a business that's navigating a fast-moving industry, or simply trying to stabilize itself after a rough quarter. It also empowers employees to try new things and develop as professionals, making the organization's workforce more powerful in the long run. Bottom line? Startups are often perfect for organic structure, since they're simply trying to gain brand recognition and get their wheels off the ground.

Now, let's uncover more specific types of organizational structures, most of which fall on the more traditional, mechanistic side of the spectrum.

Depending on the size of a business and its goals, the organizational structure of the team will vary. Each type has its advantages and disadvantages; however, there is a universal benefit to establishing a clear organizational structure. It helps employees understand their role within a company, which enables them to manage expectations and goals.

 

A business needs to have an organizational structure in place to be successful. There are several types of organizational structures commonly used by companies, nine of which we expand upon below.

1. Functional Organizational Structure

One of the most common types of organizational structures, the functional structure departmentalizes an organization based on common job functions.

An organization with a functional org structure, for instance, would group all of the marketers together in one department, group all of the salespeople together in a separate department, and group all of the customer service people together in a third department.

types of organizational structures: functional

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The functional structure allows for a high degree of specialization for employees, and is easily scalable should the organization grow. Also this structure is mechanistic in nature — which has the potential to inhibit an employee's growth — putting staff in skill-based departments can still allow them to delve deep into their field and find out what they're good at.

Disadvantages

Functional structure also has the potential to create barriers between different functions — and it can be inefficient if the organization has a variety of different products or target markets. The barriers created between departments can also limit peoples' knowledge of and communication with other departments, especially those that depend on other departments to succeed.

Advantages

Functional organization increases efficiency, provides stability, and boosts accountability. It allows departments — with employees who share similar skills and knowledge — to focus on their specialized tasks within their respective fields. Because the roles and responsibilities of this organizational structure example rarely change, department employees can consistently work on similar assignments and hone their skills.

The fixed structure of functional organization also operates through management. It provides employees with a chain of command. It guides communication between the team and keeps the team accountable.

2. Product-Based Divisional Structure

A divisional organizational structure is comprised of multiple, smaller functional structures (i.e. each division within a divisional structure can have its own marketing team, its own sales team, and so on). In this case — a product-based divisional structure — each division within the organization is dedicated to a particular product line.

types of organizational structures: product-basedDownload this Template

This type of structure is ideal for organizations with multiple products and can help shorten product development cycles. This allows small businesses to go to market with new offerings fast.

Disadvantages

It can be difficult to scale under a product-based divisional structure, and the organization could end up with duplicate resources as different divisions strive to develop new offerings.

Advantages

Companies and their employees can experience the benefits of the product-based divisional structure. If one division performs poorly, this does not automatically translate across the organization. Because of their separation, divisions may flourish (or fail) concurrently. This system allows companies to mitigate risk.

3. Market-Based Divisional Structure

Another variety of the divisional organizational structure is the market-based structure, wherein the divisions of an organization are based around markets, industries, or customer types.

types of organizational structures: market-basedDownload this Template

The market-based structure is ideal for an organization that has products or services that are unique to specific market segments, and is particularly effective if that organization has advanced knowledge of those segments. This organizational structure also keeps the business constantly aware of demand changes among its different audience segments.

Disadvantages

Too much autonomy within each market-based team can lead to divisions developing systems that are incompatible with one another. Divisions might also end up inadvertently duplicating activities that other divisions are already handling.

Advantages

Because this organizational structure focuses on specific market segments, it provides each division with autonomy. The divisions work separately, which allows employees to work independently and enables them to focus on the needs of their particular industry.

4. Geographical Divisional Structure

The geographical organizational structure establishes its divisions based on — you guessed it — geography. More specifically, the divisions of a geographical structure can include territories, regions, or districts.

types of organizational structures: divisional geographicalDownload this Template

This type of structure is best-suited to organizations that need to be near sources of supply and/or customers (e.g. for deliveries or for on-site support). It also brings together many forms of business expertise, allowing each geographical division to make decisions from more diverse points of view.

Disadvantages

The main downside of a geographical org structure: It can be easy for decision- making to become decentralized, as geographic divisions (which can be hundreds, if not thousands of miles away from corporate headquarters) often have a great deal of autonomy. And when you have more than one marketing department — one for each region — you run the risk of creating campaigns that compete with (and weaken) other divisions across your digital channels.

Advantages

Geographical divisions allow companies the advantage of catering to a specific customer. Based on the differences in language, culture, and customs one would find across the world, companies cannot necessarily expect the same operations to work in different locations. Not only does it allow organizations to tailor their approach based on geography, but it allows the division to react quickly and efficiently to any geographical market changes.

5. Process-Based Structure

Process-based organizational structures are designed around the end-to-end flow of different processes, such as "Research & Development," "Customer Acquisition," and "Order Fulfillment." Unlike a strictly functional structure, a process-based structure considers not only the activities employees perform, but also how those different activities interact with one another.

In order to fully understand the diagram below, you need to look at it from left to right: The customer acquisition process can't start until you have a fully developed product to sell. By the same token, the order fulfillment process can't start until customers have been acquired and there are product orders to fill.

types of organizational structures: process-basedDownload the Template

Process-based organizational structure is ideal for improving the speed and efficiency of a business, and is best-suited for those in rapidly changing industries, as it is easily adaptable.

Disadvantages

Similar to a few other structures on this list, process-based structure can erect barriers between the different process groups. This leads to problems communicating and handing off work to other teams and employees.

Advantages

As mentioned, one of the most significant benefits of the process-based structure is that it increases efficiency and speed. If Department B cannot start its processes until Department A finishes, this compels Department A to work promptly and proficiently. This organizational model also promotes intradepartmental (within the department) and interdepartmental (across multiple departments) teamwork.

6. Matrix Structure

Unlike the other structures we've looked at so far, a matrix organizational structure doesn't follow the traditional, hierarchical model. Instead, all employees (represented by the green boxes) have dual reporting relationships. Typically, there is a functional reporting line (shown in blue) as well as a product- based reporting line (shown in yellow).

When looking at a matrix structure org chart, solid lines represent strong, direct-reporting relationships, whereas dotted lines indicate that the relationship is secondary, or not as strong. In our example below, it's clear that functional reporting takes precedence over product-based reporting.

types of organizational structures: matrixDownload the Template

The main appeal of the matrix structure is that it can provide both flexibility and more balanced decision-making (as there are two chains of command instead of just one). Having a single project overseen by more than one business line also creates opportunities for these business lines to share resources and communicate more openly with each other — things they might not otherwise be able to do regularly.

Disadvantages

The primary pitfall of the matrix organizational structure? Complexity. The more layers of approval employees have to go through, the more confused they can be about who they're supposed to answer to. This confusion can ultimately cause frustration over who has authority over which decisions and products — and who's responsible for those decisions when things go wrong.

Advantages

An advantage of a matrix structure is that it promotes collaboration and communication. This open line of communication ultimately allows businesses to share resources and allows employees to develop new skills from working with different departments.

7. Circular Structure

While it might appear drastically different from the other organizational structures highlighted in this section, the circular structure still relies on hierarchy, with higher-level employees occupying the inner rings of the circle and lower-level employees occupying the outer rings.

That being said, the leaders or executives in a circular organization aren't seen as sitting atop the organization, sending directives down the chain of command. Instead, they're at the center of the organization, spreading their vision outward.

types of organizational structures: circular

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From an ideological perspective, a circular structure is meant to promote communication and the free flow of information between different parts of the organization. Whereas a traditional structure shows different departments or divisions as occupying individual, semi-autonomous branches, the circular structure depicts all divisions as being part of the same whole.

Disadvantages

From a practical perspective, the circular structure can be confusing, especially for new employees. Unlike with a more traditional, top-down structure, a circular structure can make it difficult for employees to figure out who they report to and how they're meant to fit into the organization.

Advantages

Most examples of organizational structure have a top-down hierarchy. Alternatively, this type of structure follows an outward flow and contributes to information flowing freely across the business. Its benefits include keeping all employees aligned with the processes and goals of the company and encouraging employees to collaborate between departments.

8. Flat Structure

While a more traditional organizational structure might look more like a pyramid — with multiple tiers of supervisors, managers and directors between staff and leadership, the flat structure limits the levels of management so all staff are only a few steps away from leadership. It also might not always take the form or a pyramid, or any shape for that matter. As we mentioned earlier, It's also a form of the "Organic Structure" we noted above.

types of organizational structures: flatThis structure is probably one of the most detailed, It's also thought that employees can be more productive in an environment where there's less hierarchy-related pressures. This structure might also make staff feel like the managers they do have are more like equals or team members rather than intimidating superiors.

Disadvantages

If there's a time when teams in a flat organization disagree on something, such as a project, it can be hard to get aligned and back on track without executive decisions from a leader or manager. Because of how complicated the structure's design is, it can be tricky to determine which manager an employee should go to if they need approval or an executive decision for something. So if you do choose to have a flat organization, you should have a clearly marked tier of management or path that employers can refer to when they run into these scenarios.

Advantages

The elimination of middle management employees defines the flat structure type. Its advantages are instantaneous. First, it reduces the expenses of the company. Second, it allows staff to build direct relationships with upper management. And lastly, it shortens the decision-making process.

9. Network Structure

A network structure is often created when one company works with another to share resources — or if your company has multiple locations with different functions and leadership. You might also use this structure to explain your company workflows if much of your staffing or services is outsourced to freelancers or multiple other businesses.

The structure looks nearly the same as the Divisional Structure, shown above. However, instead of offices, it might list outsourced services or satellite locations outside of the office.

If your company doesn't do everything under one roof, this is a great way to show employees or stakeholders how outsourcing of off-site processes work. For example, if an employee needs help from a web developer for a blogging project and the company's web developers are outsourced, the could look at this type of chart and know which office or which person to contact outside of their own work location.

Disadvantages

The shape of the chart can vary based on how many companies or locations you're working with. If it's not kept simple and clear, there may be a lot of confusion if multiple offices or freelancers do similar things. If you do outsource or have multiple office locations, make sure your org chart clearly states where each specific role and job function lies so someone can easily understand your basic company processes.

Advantages

The outsourcing nature of the network structure provides companies with the advantages of lower costs, more focus, and increased flexibility. Outsourcing allows organizations to save money, as they don’t have to bear the expense of setting up a department for the same purpose. It also gives companies the flexibility to change their processes and the ability to focus on their core functions.

Why is having an organizational structure important?

Imagine a business that has no organizational structure. Instantly, questions arise about the systems and processes. Who makes the decisions? How are employees held accountable? What are the company’s goals? These questions are practically impossible to answer without a functional organizational structure.

Organizational structure is necessary for running a successful business because it improves workflow and efficiency, promotes communication, identifies company needs, and aligns employees with company goals. It directly affects how a business operates daily. When a company establishes a structure that works, the combined efforts of its employees, in conjunction with its systems and processes, allow the company to make better decisions for its future.

Navigating Organizational Structures

Organizational structures are central to a successful team. Employees can move comfortably, confidently, and efficiently when given a clear definition of their role within an organization.

Structure types will vary from business to business, so it’s important to remember that these structures are not one size fits all. Every type may not suit your organization, but chances are, one of them will. Use this post to determine which organizational structure works for you, and then it’s time for the real work to begin.

Editor's note: This post was originally published in December 2014 and has been updated for comprehensiveness.

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How to Use Excel's INDEX/MATCH Formula With Multiple Criteria

Excel is an incredibly powerful software – if you know how to leverage it. With so many functions and formula options, there’s something new to learn every day.

The INDEX/MATCH formula can help you find data points quickly without having to manually search for them and risk making mistakes.

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Let’s dive into how that formula works and review some helpful use cases.

Understanding INDEX and MATCH Functions Individually

Before you can understand how to use the INDEX and match formula, it’s valuable to know how each function works on its own. That will offer some clarity on how both work together once combined.

The INDEX function returns a value or the reference to a value within a table or range based on the rows and columns you specify. Think of this function as a GPS – it helps you find data within a document but first, you need to narrow down the search area using rows and columns.

The MATCH function identifies a specific item in a range of cells then returns the relative position of that item in the range or the exact match.

For instance, say the range A1:A4 contains the values 15, 28, 49, 90. You want to know how the number "49" is relative to all values within the range. You would write the formula =MATCH(49,A1:A4,0) and it would return the number 3 because it’s the third number in the range. The 0 in the formula represents "exact match."

Now that we’ve got the basics out of the way, let’s get into how to combine the formula and use it for multiple criteria.

How to Use the INDEX and MATCH Formula with Multiple Criteria

The formula for the INDEX/MATCH formula is as follows:excel index match with multiple criteria formula

Here’s how each function works together: Match finds a value and gives you its location. It then feeds that information to the INDEX function, which turns that information into a result.

To see it in action, let’s use an example.

excel index match example

This Excel sheet features a marketing budget for two categories: Events and company swag gifts. There are four purposes: Public relations (PR), celebration, team outing, and rebranding. The sheet also includes the defined budget and the actual expense for each category.

This is where the INDEX and MATCH formula comes in handy when using it for multiple criteria. You can quickly find the answer(s) you’re looking for and limit mistakes that would happen when searching manually.

Say you want to know the variance for an event that had a purpose of celebration with a budget of 10,000 – here’s how you’d do it.

excel index match example

First, take note of the row numbers and columns. The answer you’re looking for will go in I8. Here’s how the formula will look:

excel index match formula multiple criteria

Let’s break down how you get there.

1. Create a separate section to write out your criteria.

excel index match with multiple criteria step 1The first step in this process is by listing out your criteria and the figure you're looking for somewhere in your sheet. You'll need this section later to create your formula.

2. Start with the INDEX.

how to use index match formula with multiple criteria step 2

The formula starts with your GPS, which is the INDEX function. You’re looking for the variance, so you select rows E4 through E9, as that is where the answer will be.

3. Add your ranges.

The more columns you have, the more ranges you’ll need to add to narrow down your results.

As a reminder, you’re looking for the variance for an event that had a $10,000 budget and had a purpose of celebration. This means that you’ll have to tell Excel which rows hold the

how to use index match formula with multiple criteria step 3

Starting with the "event," criteria, you find it first in I4., with its range located in column A between rows 4 and 9.

Follow the same process for "celebration" – it’s in I5 and its range is B4 and B9. Lastly, the "$10,000" is in I6, with a range of C4 through C9.

The last step here is to add 0, which means you’re looking for an exact match.

That’s how you end up with this final formula:excel index match formula multiple criteria

4. Run the formula.

excel index match with multiple criteria step 4

Because this is an array formula, you must press Ctrl+Shift+Enter to get the right results, unless you are using Excel 365.

There you have it!

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Thursday, February 10, 2022

Accelerating your Digital Transformation in 2022

Digital transformation cannot be an afterthought for any business. While leaders should already have strategies for the next 6-12 months, there is always room for improvement. In our State of In-housing 2022 report, digital transformation was a clear priority for many companies. Over 400 senior marketers responded to our survey. This helps us to give a clear picture of the future of in-housing and digital transformation.

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From cloud-native platforms to automation and the furthering of 5G, digital transformation has become a complex and fast-moving necessity for businesses in all sectors. The global digital transformation market is projected to grow from $469.8 billion in 2020 to $1,009.8 billion by 2025, showing just how integral to business it is becoming.

The impact of COVID-19’s role in accelerating digital transformation cannot also be ignored. However. many organisations have already recognised the need to shift towards digital in various areas of operation.

In this article, we will be looking more closely at:

  • The new digital age
  • Differing digital priorities
  • Digital skills still in demand
  • Improving insights through digital improvement
  • Next steps in your digital transformation journey

A New Dawn of Digital

New digital approaches and investing in different tactics have become essential for any marketing team to keep up with the curve. Respondents to our latest in-housing report are committing to significant digital transformation through various means. Most prominently, 41% of respondents are expanding their e-commerce strategy, while 40% are expanding their shoppable social media tactics such as directly linking products in social content. 38% also said they are actively increasing their engagement with online influencers, while 36% are recognising the power of data and advancing their data-driven analytics to deliver more personalised content. Other digital areas gaining traction include investing in more advanced ad tech and martech stacks, which creates the perfect infrastructure for growth.

Organisations are making use of consumer data and analysis of their behaviours to drive digital change. Our respondents confirmed they’ve actively made changes to their brand due to consumer behaviours in 2021. This came in the form of 46% increasing the speed of their production, 44% increasing digital marketing initiatives, 42% increasing the volume of their production and 38% adding new skill sets to their teams. Consumer behaviours must be the driving factor behind any digital change. As we live in a world where on-demand and immediacy have become priorities, organisations responding with faster production aligns exactly with consumer demand. Digital solutions are also crucial in improving communications and giving consumers the feedback they demand in many instances.

We’ve also noticed patterns within different industries and how priorities differ depending on the function of an organisation.

Differing Digital Priorities

Dependent on the industry, we’ve found respondents differ greatly. Those working in entertainment and media and iGaming, for example, reported a decrease in content demand. This is also reflected in these industries’ team sizes, which decreased in the last twelve months. Indeed, falling content demand is likely to be related to COVID-19 and the uncertainty experienced throughout 2021.

Furthermore, companies are actively looking to expand their digital initiatives in new areas not traditionally thought to be of interest. A clear example of this is financial services, whose top approach for increasing digital initiatives was influencer engagements. While effective, the nature of financial services may not seem like a natural fit for influencer marketing. Still, it appears organisations in this sector are keen to trial this kind of digital initiative. Indeed, a recent study by Onalytica that support how effective influencer marketing can be in this field. Their research found the financial sector had the largest net increase in influencer marketing in 2021 at 56%.

A more expected trend was retail and e-commerce, leaning towards personalising experiences in their new digital initiatives. 48% of respondents in this sector said they had increased their focus on data-driven analytics to create personalised content. This aligns with consumer expectations which are leaning towards personalisation at every stage of the customer journey.

Digital Skills Still in Demand

The shift towards digital is something most organisations are keen to keep up with. And in turn, many have plans to incorporate more digital strategies and skill sets in-house. This helps to further their competitive advantage from within. Our respondents included many digital skill sets that a marketing team could benefit from and where they hope to improve and bring in-house in the coming months. The most sought-after skill set was content creation with 26% of respondents planning to bring this in-house. This was closely followed by the valuable skills of paid search, SEO, social media strategy, banner production, and SEO, all at 22%. Other skills which organisations may see moving in-house in 2022 include online video, mobile design, media buying, copy, UX/UI, digital design, and marketing automation. The benefits of honing these skills in-house are both financial and beneficial to wider company growth.

Bringing technology in-house helps an organisation take better ownership of their campaigns and data. While working with external organisations is often very effective, relying on them to a lesser extent is something many companies are working towards. With the technology available to support organisations looking to push towards a more digitised future, the skills can soon follow to ensure this is possible.

Achieve Better Insight with Digital Improvement

In-housing all of your digital initiatives positions a company effectively for future growth. Working with external companies has its place. However, they often provide a specific task or project needed with no greater insight. When your digital experts are within your marketing team, you benefit from deeper insight into your data and therefore your customers too. A better understanding of your customer, through their data and activities, provides a better foundation for future marketing and communications strategies. It allows your business can tailor all activities more closely to the target consumer.

2022 may be the year that Coronavirus no longer dominates the working world. It is a chance to build upon the already accelerating digital transformation of your business. Our report shows just how important this has become to organisations across different sectors and how it can be essential to meet consumer expectations.

Next Steps in you Digital Transformation Journey

Digital transformation is an ongoing process. One of our respondents, Warren Marenco Chase, global chief embedded solutions officer at Media.Monks explains: “I don’t think that the industry has fully cracked the code, but brands are starting to connect those dots and realising the importance of [digital transformation].” This is true of many brands who are trialling different tools and initiatives to find the right mic for their business.

Technology is accelerating at a pace to keep up with demand and organisations need to follow suit. As discussed in depth in our report, The State of In-housing 2022, digital transformation is essential, not a choice for your business to make. We’re now living in a digital-first society. Your business needs to respond and adapt to this quickly, to keep up with the competition and grow successfully. Consumers expect a digitally ready business, so you need to give them one.

Get in contact with us to learn how Bannerflow can accelerate your in-house team development and digital transformation.

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