Here's an inspiring story: One of our dear customers' marketing squad designed not 10, not 100, but over 300 unique custom marketing tactics. 🤯
Those step-by-step playbooks included engaging users on social media, sending out impactful emails, and creating content that speaks to their audience. All aimed at turning visitors into customers!
Found a great tactic online and want to keep it close? Recreate it and add it to your Digital First AI tactic repository. Let’s see how to create your own tactics.
Starting small is perfectly fine—you don't need 300 from the start!
Start creating custom tactics
To start creating your own marketing tactic, just follow these simple steps:
Click on "Tactics" 👈 (quick link) in the left-hand sidebar
Click the blue + icon in the bottom right, or jump straight in with this link
Now, you'll let your creativity flow. Or, feel free to take inspiration from any tactic you’ve seen online. 😉
Let's explore how to create your own tactic, piece by piece. 👇
Building tactics
Examples speak louder than words. You'll see one simple example on how to create tactics.
💁♂️ Note, you can create tactics across any niche, industry, and area of marketing.
➕ When creating a tactic, you'll add the activities, steps, type, funnel stage, and more.
👥 It's up to you: share with just your team or the entire Digital First AI community
We'll create a simple tactic called "Daily Social Media Post".
Name, Preview Image, Description, and Visibility
✏️ Name: Let's go with that straightforward name, "Daily Social Media Post".
🖼️ Preview Image: Choose an image that makes it easy to identify at a glance. This is just for you.
✍️ Description: Write a brief overview, something like "Engage your audience daily with targeted social media posts across LinkedIn, Instagram, and Twitter".
👀 Visibility: Will this be a secret weapon for your team only, or would you like to share it and contribute to the Library of tactics? Let's go with "Private" for this one.
"About Tactic" Properties
These properties define the core aspects of your tactic, from its goal within the marketing funnel to its operational specifics. For our example, "Daily Social Media Post," we choose:
🎢 Funnel Step and Segment: Covers stages like awareness, consideration, conversion, and loyalty. We'll pick "awareness" because it catches the audience's attention early on.
💰 Budget: Options include paid strategies or zero-cost tactics. We're going with no budget needed for simplicity.
🌐 Category: From ecommerce to B2B, plus many more, categories help identify the tactic's focus. Ours will be under "Social Media."
🏆 Effect: Outcomes can range from increasing traffic to boosting sales, and more. We aim for engagement.
🎓 Level of Advancement Needed: Matches the skill level required, from beginner to expert. Our tactic is beginner-friendly.
🔄 Type: Types range from one-off and evergreen to cyclic, fitting various campaign needs. Ours will be "evergreen" for ongoing activity.
Activities (Steps)
At the heart of any tactic are its activities - the actionable steps you need to execute it!
Every activity involves a step name and a detailed description of what to do.
💡 Plus, there’s room for creativity by adding inspiring links and files. For "Daily Social Media Post," you could consider a link to a popular content calendar or style guide.
🤓 Curious about all the possibilities with "Activities"? Here’s an article that goes into detail.
📱 For our cyclic, evergreen tactic "Daily Social Media Post", let’s map out four simple steps:
📅 Content Calendar Creation:
Description: Plan a content calendar outlining themes, topics, and specific content types for each day, ensuring a mix that keeps the audience engaged over time.
Use the Digital First AI Marketing Assistant to brainstorm specific post ideas for your niche.
Benchmarks: PDFs with inspirational content calendars and guidelines.
✨ Content Creation:
Description: Generate the copy and visuals for the posts according to the calendar. This includes crafting engaging text and generating AI visuals that complement the text and theme of the post.
Use the Digital First AI Content and AI Graphics Generator for each post.
☑️ Review and Approval:
Description: Conduct a review process for each piece of content to ensure accuracy, brand alignment, and appeal to the target audience.
Tip: Run your social media posts through the team before scheduling.
Benchmarks: Link to a detailed blog post with examples of great social media posts and those missing the mark for many industries.
⌚ Scheduling:
Description: Schedule posts for each day of the week in advance to maintain a consistent online presence. Ensuring each post goes live at the most effective times for engagement.
Benchmarks: Best times to post on social media infographic.
Metrics
📈 Selecting metrics during tactic creation is optional but can be a good reminder of what to measure!
You can choose from a multitude of metrics like Conversion Rate (CR), CPC (Cost Per Click), ROI (Return on Investment), Rate of New Visitors, and much more.
For example, for a tactic like "Daily Social Media Post", you might note metrics like social media engagement rate or click-through rate, to revisit when assessing your tactic's performance.
💁♀️ It's just a heads-up for you and your team to keep track of certain numbers, like engagement or followers. Using your own tracking tools outside of Digital First AI.
Saving and Sharing
All set with creating your tactic? When every detail is in place, click "Save" in the upper-right corner to save the tactic. Voilà! 🎉
Ready to bring your team into the loop? You can head over to the "Share" and share your newly created tactic with the team for easier collaboration.
💬 Looking for answers? Contact us at [email protected] or use the chat on the right. We're not robots. We talk back!