Let’s end the fantasy. Social media monitoring tools (and I’ve seen a lot of them) do not produce comprehensive “reports” or “dashboards” that are all that useful to marketing executives. At least not to the type of marketing executives who have a deep understanding of social media. Tools don’t determine strategy or provide usable analysis. People do. Tools dig up a ton of data and information. In order to build a strategy around a set of findings from that information, you need to drive your own process informed by ultimate business goals.
At Page One PR, we’ve assisted companies like SAP and Cisco with their various monitoring campaigns. We’ve learned over time that useful “monitoring” really means in-depth analysis of a problem, using data from our own manual observations and social media keyword searches, to achieve a specific result or make a strategy recommendation to a client. While these campaigns come in all shapes and sizes – from an assessment of a client’s existing social media implementation to an analysis of a competitor’s online marketing programs – we believe that most monitoring projects can be performed according to a five-step process. Blame our public relations pedigree, but we believe a message-driven approach to monitoring will produce the best results.

Step 1: Audience Segmentation
At the beginning of the monitoring project, whether your focus is your own company or your competitors, it’s important to gain an understanding of the various audiences that the observed marketing or PR activity is attempting to reach. Ultimately, you will want to know whether or not content is positioned and delivered effectively for specific target audiences.
Step 2: Message Categories
Dividing monitoring parameters by major conversation themes and marketing messages focuses the monitoring project on organized, actionable data. You don’t need to know about every John Doe or spam bot that happened to mention your new product. You do need to turn a wild social media jungle into key findings that lead to specific strategic recommendations.
Step 3: Origination and Delivery
After discovering and building a list of key themes and messages, it is important to determine the location of those messages, who originated specific conversations, and how messages were distributed. For example, some of the questions you may ask yourself include:
– How is your company driving messages through its own social media channels?
– What social media channels contain important conversations?
– Do conversations link across multiple channels?
– How are external actors changing the focus of conversations or seeding new message themes?
– How are messages spreading virally?
Step 4: Goals
What are you or your competitors trying to achieve through marketing or PR activities? In order to determine the effectiveness of messages, it’s important to understand the purpose of those messages. At the end of the day, social media needs to achieve a business goal or it’s not worth doing.
Step 5: Effectiveness of Marketing/PR Messages
Try and answer two questions: did the messages reach the right target audience and what action did the target audience take upon exposure to the messages? These questions will help you determine if your campaign or a competitor’s was effective. If key influencers are commenting on blogs, “retweeting” messages, and making content go viral across multiple social media channels, you need to have a deep understanding of this process and how conversations are framed in specific contexts. Understanding effectiveness in this sense requires the kind of careful analysis that an automated tool simply cannot perform by itself.
The Page One social media team now starts every social media campaign with some form of monitoring to ensure our developed strategy and plan is based upon detailed research and analysis. Although this process seems simple enough, monitoring is by no means an easy task. Especially on complex projects, it’s important to have a team that carefully deliberates on analysis and strategy and remains vigilant in linking the findings to the ultimate goal of the project.
What do you think of this process? Have you used a different approach successfully for in-depth analysis of social media campaigns and monitoring results? I’ll even invite the plethora of tool-makers in the space to share their thoughts. Although if you say your tool is a cure-all for PR and marketing professionals, expect a robust debate!