Category Archives: Tutorials

Tutorials on using Kerika.

Kerika has a Template for managing your Social Media Content

Best Practices, Kanban & Lean, Tutorials, ,

To succeed on social media, you need to create content that people will find interesting and engaging. But making good content takes a lot of time and effort, and a great workflow can make all the difference.  A workflow helps you be more efficient and make sure everything you’re doing is in the right order, and that you’re not overlooking anything important.

Kerika can get you started in seconds with a great workflow for managing your social media content.

Let us show you how you can use this template to create content that connects with your audience and helps you grow your business or personal brand.

Social Media Content Planning Template

Click to view a template you can use for free

This template organizes your workflow using cards and columns. Each column represents a different step in the workflow starting with Resources on the left edge of the board, and ending with Done on the right edge.

Let’s learn how you can use these columns for your Social Media content creation process: 

Resources: If you want to create content quickly, you need to make sure your resources are easily available. This might include things like pictures, videos, or documents.

You can add more resources in this column too by creating a new card or adding more information to the existing cards. By taking the time to build resources, you’ll create quality content easily and quickly.

Content Ideas: While creating content for your social media channels, you may struggle to come up with new ideas. A good solution for this problem is to have a list of ideas you can work on anytime.

This is why this column is useful to list down your content ideas, discuss them with your team, and see which content idea is the best to go ahead with.

Create & Review Content: The success of your content depends on how well you manage and review it before posting, and this column is to manage your social media content and review it before posting.

You can mark your content as READY, IN PROGRESS, NEEDS REVIEW, and more. The status flags help to keep everyone on the same page, especially folks who may be working remotely.

Schedule for Publication: You want to use the best time to post so that you can get the most engagement from your audience. You also want to be able to track when you are publishing and scheduling your posts.

Use this column to schedule when you will post your content on social media. By planning the timing of your content’s release, you can increase its visibility and performance.

 

Best Practices of Great Teams

If you are working just by yourself, you are ready to go. But if you are working for an agency or the Marketing department of a company, there will be others you need to get involved in this project.

Set up your Team Members

Kerika makes it really easy to organize your team: if there are people who will be actively involved in the video production, e.g. photographers or content writers, add them as Team Members on this board.

They will be able to make changes to this board in real-time, as they get their pieces ready, and everything that they do will be instantly accessible to everyone else that’s on this board’s team.

Set up your Visitors

There are often people who need to be informed but aren’t necessarily going to contribute in an active way. For example, there may be a product owner who needs to keep track of videos that are relevant to their product, or a senior manager who wants to be kept in the loop.

Add these stakeholders as Visitors to this board team: they will always have a real-time view of what’s going on, but they won’t be able to move any cards or make any changes (in other words, mess up with your careful workflow!) and you won’t have to keep giving status reports. That’s a double-win.

Oh, and Visitors are always free. So let’s call that a triple-win.

Understand the Workflow

In a Kerika board, every column represents a particular stage in a workflow, and every card represents a specific task (e.g. a video that needs to be produced).

Start at the top-left:

  1. Open the first card in the first column
  2. Read the instructions inside
  3. Check out any resources that are attached to the card
  4. Take action.

Some tasks are best handled by you, and others should clearly be handed off to coworkers.

Update the cards as work gets done

  1. A card can be assigned to one or more people, and this can change throughout the course of the project: something is initially assigned to you and then gets handed off to someone else.
  2. As cards get worked upon, update the status of each card: start with READY, then IN PROGRESS, and so on.  This makes it easy for everyone to always have a clear idea of where things stand.
  3. Set due dates. This will help you make sure nothing slips.
  4. Use Kerika’s chat instead of email: this will keep your communications quick and focused.
  5. Move cards along the columns as the work progresses.

 

Get to Done

The team’s goal is to get all your cards all the way over to Done, on the right end of the board.

Sometimes things that were initiated need to be discarded: maybe something turns out to be a bad idea? In that case, the card should be moved to the Trash column. (If you change your mind later, you can always retrieve items from the Trash.)


Start with Resources

The Resources column, which is the leftmost column in this template, contains five cards:

Resources

How To Generate Content Ideas: If you’re struggling to create interesting and compelling content, this card has some useful tips and insights to help you overcome this challenge.You will also find articles and videos about how to make a good post and learn how to create engaging content that captures the attention of your audience.

List of “Call-To-Actions: CTAs, or calls to action, are important in social media posts because they help guide your audience towards taking a specific action, such as signing up for a newsletter, visiting a website, or making a purchase.In this card, you can find useful articles, videos, and some great examples of CTAs that will help you get started!

List of Hashtags: Hashtags are a great way to help your audience find your posts on social media. They are also used to create a community around a topic or event.In this card, you will find useful articles, and videos, that will help you find relevant hashtags! You can also use this card to list down your hashtags for later use.

Hashtags by Niche: To help you get started with hashtags, we have listed some of the most useful hashtags in this card. Please feel free to use relevant hashtags in your social media posts and increase the chances of your posts being seen by your audience.

Generate Content Ideas

The Content Ideas column, the second in this template, contains five cards:

Content Ideas

Your Content Ideas: Coming up with content ideas is a time-consuming process. That is why it is important to list down whenever you come across a good content idea.In this card, you can list all of your content ideas. And when it’s time to create content, you can simply open this card and pick the idea you like.

This will help you avoid feeling stressed out about trying to come up with something to create on the spot.

Approved Content Ideas: Sometimes, before you can share something online, you need to make sure it’s okay with your boss or the copyright team to make sure everything is legal.

In that case, you can list your approved ideas in this separate card.

Tips for post: It’s important to know what kind of post to create because different types of posts can have different effects on your audience. For example, a lead magnet post will attract more new visitors and customers.

This card will help you identify the type of content that will be most beneficial to your business.

 

Create & Review Content

The Create & Review Content column, which is the third column in this template, contains eight cards:

Create & Review Content

Social Media Guidelines, Policies, and Community Standards card: When you use social media platforms to promote your business, it’s important to follow their rules, also known as “community guidelines.”

You have to follow these community guidelines to avoid getting into trouble or getting banned from their platforms.This card has some main key points and useful links for you to keep in mind while posting on social media platforms.

Why is it important to review content?: It’s important to review your content before publishing it on social media for the quality and integrity of your social media presence.In this card, you will learn the importance of reviewing your content to help you be careful while publishing your content.

Facebook Post Template, Instagram Post Template, and Twitter Post Template cards: These three cards offer very useful templates to create posts for their respective social media platforms.

These templates are useful for social media posts for several reasons. They can save time, provide inspiration, overcome creative blocks, maintain a consistent brand image, and create professional-looking posts.

(Example) Facebook Post For Christmas, (Example) Instagram Post for Black Friday, and (Example) Twitter Post for Father’s Day card: These cards are great examples of how you can create social media posts using each template. Open these cards to see how we’re using these templates to create social media posts for Christmas, Black Friday, and Father’s Day.

Schedule for Publication

The ‘Schedule for Publication’ Content column, which is the fourth column in this template, contains two cards:

Schedule for Publication

How To Determine The Best Time To Post card: When you share things on social media, you want as many people as possible to see them. One way to make sure more people see your posts is to share them when lots of people are online and using social media.

In this card, you will find an article and a video that can help to decide which time is for you to schedule and post your content.

List of holidays and upcoming important events card: Holidays and events can provide a great opportunity to connect with your audience and create a sense of community. By creating posts that relate to these events, you can show that you are in tune with their interests and values.

You can refer to this card whenever you are wondering when the next important public holiday or event is.

This card will make sure you don’t miss them.

Like what you just read?

Here’s the template: just one click, one the USE TEMPLATE button, will set you up with a new Kerika account and your first board, in just seconds.

You can try everything free, with your entire team, for 30 days.

Now it’s easy to plan and track your digital marketing campaigns

Best Practices, Kanban & Lean, Tutorials,

If you’re a small business, startup, or big corporation, and you want to win in the digital marketing world, you have to be excellent at running your digital marketing campaigns. To make sure you’re excellent at this, you must have a solid way to run and track all the campaigns.

You’re probably using something that is not designed for this purpose, like a spreadsheet or emails, but they’re not efficient enough. This is why we have designed a template within Kerika that helps you handle all of your digital marketing campaigns, like a pro.

Kerika helps you plan and track your digital marketing campaigns easily.

Whether you’re working solo or as a part of a digital marketing team, Kerika has just the right tools to help you level up your online marketing game. Let’s see how you can use Kerika to plan and execute its digital marketing campaigns.

A free Template to organize your Digital Marketing Campaign

This template makes it easier to plan your digital advertising efforts by using cards and columns. The columns show different types of campaigns, starting with resources on the left and ending with completed campaigns on the right.

Let’s learn how you can use these columns for your online marketing campaigns:

  1. Resources: Resources are the necessary fuel that helps you fire up your campaigns. You also need easy access to the policies of all the online marketing platforms. That way, you can ensure your campaigns are always on point and aligned with the latest rules. Refer to this column whenever you need a marketing tool or the policies of the online marketing platforms — it’s that simple.
  2. Social Media Marketing Campaigns: This column is designed to help you streamline your social media campaigns. This column also offers templates to create ads for Facebook and Twitter. You can copy and edit this template for your ads. There is a template for managing your social media marketing budget as well.
  3. Google Ads Campaign: You can plan, create and optimize your Google ads in this column. It gives you the option to create a card for each ad, or you can copy the existing templates and edit their content for your own Google ads.You can also easily manage all aspects of your Google ad, like creating an ad budget, assigning tasks to your team, creating the banner design, writing video scripts, etc.
  4. Influencer Marketing Campaign: This column is to manage your influencer marketing efforts. It allows you to create cards for each campaign and provides templates for creating a budget and affiliate contracts. You can also assign tasks to your team members or assign campaigns to your influencers within the card.
  5. Affiliate Marketing Campaign: This column helps you simplify the process of managing your affiliate marketing campaigns. You can create a separate card for each marketing campaign, making it easier for you to track and manage multiple campaigns simultaneously. It also offers ready-to-use templates and useful resources for planning your marketing budget.
  6. Email Marketing Campaign: In this column, you can easily create and manage your email campaigns by creating a new card or duplicating the existing template. It also offers a template for creating email marketing budgets, so you can make sure that all financial aspects of your campaign are tracked and managed effectively.
  7. Content Marketing Campaign: This column is designed to help you manage your content marketing efforts. You can create a card for each content piece or idea and have a clear and organized view of your entire content marketing strategy. You can also find budget templates, which allow you to effectively plan and track your content marketing spending.

Onboarding Your Digital Marketing Team in Kerika

If you are a solo digital marketer, you are ready to use this template. However, if you are leading a team within an agency or company’s digital marketing department, it is important to have others onboard correctly for greater success. Onboarding is really easy with Kerika

Invite your team

Most digital marketing teams are usually made of a social media expert, Google ad expert, email marketing expert, content writer, and a graphic Designer. Simply add them one by one as Team Members on this board.

Once added to the board, team members will be able to make real-time changes to the board and all the updates are instantly accessible to everyone. This makes collaboration and communication efficient throughout the campaign.

Set up your Visitors

In addition to granting team members access to the board, you can also give visitor access to stakeholders who need to view the progress of the campaign but do not need to make any changes.

Assign these stakeholders as Visitors to this board, so they can see what’s going on in real-time. However, they won’t be able to move any cards or make any changes. This means they accidentally won’t mess up your careful workflow, and you won’t have to keep giving status reports. That’s a double-win for both of you.

And the best part is, adding a Visitor on this board team is completely free. That makes it a triple-win situation for everyone!

Understand the campaign management

In this board, each column represents a specific type of campaign in the digital marketing process. The cards within each column represent individual tasks for that campaign, such as creating a display advertisement for Google ads.

To start working on the tasks in a Kerika board:

  1. Open the first card in the first column
  2. Review the instructions within the card
  3. Examine any resources attached to the card
  4. Take necessary actions.

It’s best for you to handle crucial tasks personally and delegate the others to your team members based on their areas of expertise.

Update the cards as the campaign makes progress

  1. As your campaign makes progress, the tasks related to it may require more than one teammate. You can assign the same card to multiple teammates or use the checklist option to divide the tasks and assign them to your team.
  2. Use the status option to indicate the status of your card. There are statuses such as READY, IN PROGRESS, REVIEW, etc. This will make it easy for everyone to know the status of that campaign without opening the card.
  3. Use the DUE DATES to make sure the campaigns and tasks get done on time and nothing gets slipped.
  4. Communicate with your team with Kerika’s chat option instead of email. This make your communications more streamlined and focused

The ‘Done’ column

When your campaign is over, and the card no longer needs to be in the column, you can move it to the ‘Done’ column or just mark it as done.

The ‘Trash’ column

Sometimes campaigns don’t work out or they need to be stopped before the time. You can move those cards to the ‘Trash’ or just mark them as trash and the card will automatically be transferred to the trash column.

If you accidentally Trash the card or want to continue the past discarded campaigns, you can simply retrieve those cards from the Trash column the card will reinstate itself where it previously was.

Now that you know how to use the cards and how to move them around, let’s learn more about the cards you get with this template. These cards contain helpful content, and they are there to make your digital marketing campaign process a lot easier.

Start with the Resources column

This is the leftmost column in this template and contains 12 cards:

The cards in this column include helpful resources.
  1. How to find ideas for your digital marketing campaign: This card is useful for you if you are looking for inspiration for your digital marketing campaigns. It provides helpful tips and suggestions to spark new ideas and get the creative juices flowing.Whether you’re planning a social media strategy or developing a new email marketing campaign, a card can be an invaluable resource.
  2. Best social media marketing tools: This card gives you a comprehensive list of tools and suggestions for social media marketing. Whether you’re looking to schedule posts, measure your performance, or find the right hashtags, the card has you covered.With its curated selection of top-performing tools, it makes your digital marketing efforts a breeze. Keep this card handy to ensure your campaigns are always on point.
  3. Facebook ad policies: The card comes in handy while creating Facebook ads. By opening the card, you can get a comprehensive overview of Facebook’s ad policies and ensure your ads comply with the latest guidelines.It will help you avoid the risk of your ads getting banned, which could negatively impact your marketing efforts.
  4. Twitter ad policies and process The card feature provides a comprehensive overview of Twitter’s ad policies, making it a must-have resource for Twitter ads.By using this card, you can ensure your ads comply with Twitter’s guidelines, helping you avoid the risk of having your ads banned.
  5. Reddit ad policies and process Whether you’re new to Reddit advertising or an experienced marketer, this card helps you ensure your ads comply with Reddit’s guidelines and avoid the risk of having them banned.Read this card to stay up-to-date with the latest policies and run effective ad campaigns on Reddit.
  6. Google ad policies and process: This card offers a complete understanding of Google’s ad policies and procedures.After reading this card, you can be sure that your ads are in line with Google’s guidelines and that you steer clear of potential bank risks by simply accessing the card.
  7. Google ad tool: By opening the card, you’ll have access to a wide range of tools to help you create, manage, and optimize your advertising campaigns.From crafting the perfect ad copy to analyzing performance metrics, the card has everything you need to succeed.
  8. List of popular affiliate marketing platforms: In this card, you’ll get a variety of affiliate marketing platforms to choose from, making it easier for you to find the best fit for your specific needs and goals.Whether you’re looking for a platform with a high commission rate or one with a wide range of products, the card has you covered.
  9. Must-follow rules for email marketing:This card gives you a comprehensive list of must-follow rules to ensure your email marketing efforts are effective and compliant.From crafting subject lines that grab attention to avoiding spam filters, the card covers it all.
  10. Tips for running an effective email marketing campaign: In this card, you’ll get access to tips and best practices for running an effective email marketing campaign.From building your email list to crafting compelling subject lines, the card has everything you need to succeed.
  11. How to write articles to the target audience?: Open the card to gain access to expert tips and strategies for running an effective email marketing campaign.From growing your email list to creating captivating subject lines, the card provides everything you need to know.
  12. Tips for managing influencer marketing campaigns: From setting clear goals to negotiating fair compensation, this card provides step-by-step guidance on every aspect of influencer management.Discover best practices for identifying the right influencers, creating contracts, monitoring results, and building long-term relationships.

Social Media Marketing Campaign

The which is the second column in this template, contains seven cards:

Template cards for running social media marketing campaigns
  1. Social Media Marketing Budget Template: You can streamline your social media marketing budget with the help of this card. Simply open the card and enter all the information about your platform, content creation, advertising, and reporting and analytics budget.With its customizable content, you can quickly and efficiently plan your budgets and track your progress toward your marketing goals. You can find more advanced budget planning options in the attachment.
  2. Your Social Media Marketing Campaign Ideas: With the help of this card, you can keep your ideas organized and accessible. Simply open the card and add, edit, or delete concepts as they come to mind.With all your ideas in one place, you can easily refer to the card whenever you need inspiration for your next campaign.
  3. Display Image Ad Template for Facebook Ads Campaign: This text-based template in the card helps you streamline your Facebook ad creation process. It gives you a preformatted structure to follow and guides you in filling in the necessary details and messaging.By using this template, you can effortlessly produce a professional and impactful Facebook ad.
  4. Video Ad Template for Facebook Marketing Campaign: In this card, there is a layout for creating professional and effective video ads for YouTube effortlessly.The preformatted layout simplifies the process, just fill in the blanks with your details and messaging, and you’re ready to launch on the world’s largest video platform.
  5. Display Ad Template For Twitter Ads Campaign: This card offers a text-based pre-designed structure to help you create Twitter banner ads quickly and efficiently.Fill in the blanks with your details and messaging, and it will help you create a professional and effective ad ready to promote copy.
  6. Video Ad Template For Twitter Ads Campaign: You can use this card to create video ads for your Twitter campaigns.Customize it with your own text, images, and other elements to effectively promote your products, events, or services on Twitter.

Like what you read so far?

Just like the Social Media Marketing Campaign column, there is a column for Google Ads, Influencer Marketing, Affiliate Marketing, Email Marketing, and Content Marketing.

These columns will help you store your campaign ideas, generate great copies, manage your budget, and more. Click here to check out the template

You can try everything free, with your entire team, for 30 days.

Best practices for On-boarding New Employees

Best Practices, Team Collaboration, Technology, Tutorials, ,

From the moment a new hire walks in the door, they start forming opinions about your company culture, their role within the organization, and what it will be like to work for you. That’s why when it comes to hiring new employees, first impressions matter.

When done correctly, on-boarding can help new hires feel welcome, valued, and prepared to do their best work. But when done poorly, there are a lot of things that could go wrong. Here are a few tips to help make your on-boarding process as smooth as possible:

1. Start with the background check

Before you bring a new employee on board, it’s important to run a background check. This will help you verify that the person is who they say they are and that they don’t have any red flags in their past that could negatively impact your business.

A background check can also give you peace of mind that you’re making the best hiring decision possible. To know about a candidate, you need a process that ensures the new employee is the right fit for the job. Check out how this company conducts a background check for its new employees.

Start with the background check
Click to view this live board

Check one business reference

When it comes to bringing on new employees, it’s important to do your due diligence and check their business references. This will help you get a better sense of their work ethic and what they’re capable of.

Screenshot showing card on Kerika board
Check one business reference

Check one personal reference

Personal references can give you valuable insights into an applicant’s character, work ethic and overall suitability for the job. They can also alert you to any red flags that might not be apparent from their resume or cover letter.

Asking for personal references is a simple but effective way to screen applicants and make sure you’re making the best possible hiring decision.

Screenshot showing details of a Kerika card
Check one personal reference

Check applicant’s resume/CV for completeness & accuracy

While on-boarding a new employee, it’s important to check their resume or CV for completeness and accuracy. This will help you ensure that there are no discrepancies in their work history.

If you find any inaccuracies, be sure to follow up with the employee to get clarification. It’s also a good idea to run a background check to verify the information on the resume. By taking these precautions, you can help ensure a successful on-boarding process for your new employee.

Screenshot showing details of Kerika card
Check applicant’s CV for completeness & accuracy

Confirm that applicant has all claimed academic & professional qualifications

It’s always a good idea to confirm that an applicant has all of the claimed academic and professional qualifications before onboarding a new employee. This can help ensure that the individual is qualified for the role and can help avoid any potential issues down the road.

There are a few ways to go about doing this, such as contacting references or requesting transcripts. Take the time to do your due diligence and it will pay off in the long run.

Screenshot showing details of Kerika card
Confirm that applicant has all claimed academic & professional qualifications

Credit Checks

Credit checks are an important part of the onboarding process for new employees. They help employers to verify an applicant’s identity and to ensure that the person is who they say they are. Credit checks also help to determine an applicant’s financial stability and to assess their risk of defaulting on their financial obligations.

Screenshot showing details of Kerika card
(Optional) Credit Checks

2. Get the necessary paperwork

Make sure you have all the necessary paperwork in order before the new employee starts. Here is a good example of how a US-based company collects all the necessary paperwork upfront from a new employee. The paperwork includes the W-4 form to calculate taxes, the I-9: form to verify the employee’s identity and eligibility to work in the US, the direct deposit form, and the employee handbook acknowledgment.

Screenshot showing details of Kerika card
Complete the necessary paperwork

3. Set clear expectations from the start.

New employees should know what is expected of them in their new role, and the best way to do this is to set up an Orientation Program and Schedule mandatory training sessions.

Orientation Program

The Orientation Program is a great opportunity for employees to learn more about their role, and ask questions and get to know their colleagues.

For the Orientation Program to go smoothly, choose a date and time that work for both you and the employee. You’ll want to make sure the program is informative and engaging. If your new employee feels welcomed and comfortable, they’ll be more likely to hit the ground running and be productive from day one.

Screenshot showing details of Kerika card
Schedule Orientation Program

Schedule mandatory training sessions

Training sessions for compliance and regulation are important for several reasons. First, they ensure that new employees understand the company’s policies and procedures from the day one.

Second, they help to ensure that employees are up-to-date on any changes in the law that may affect their job.

Finally, training sessions provide an opportunity for employees to ask questions and get clarification on any points that are unclear.

Screenshot showing details of Kerika card
Schedule mandatory training sessions

4. Make sure they have all the information about their team and department.

New employees should feel informed about their role, the company, and the team they’ll be working with. In the following example, the HR has organized a team lunch. This is a great to way to introduce a new employee, this gives a employees get to know each other well.

The department is also getting introduced to the new employee, and this is just as important. So a formal announcement about the new employee, helps existing employee know them better.

Screenshot showing details of Kerika card
Prepare departmental announcement

And last, but not least, don’t forget a Team Lunch on Day One!

Screenshot showing details of Kerika card
Organize team lunch for Day One

If you want to set up a Task Board for this, we have a free template ready for you.

How to manage an Email Marketing Calendar

Kanban & Lean, Tutorials,

Here’s another new marketing template for our users: a complete Task Board for folks that need to manage an email marketing calendar for their business or nonprofit.

Screenshot for Quarterly Email Marketing Calendar template
Click to view this template

As with all other templates we have been building, this one comes with tasks that are ready to go, with details of the work:

Screenshot showing Example Task
Example Task

Handy checklists of subtasks so you don’t miss anything:

Screenshot showing Example Checklist
Example Checklist

And links to useful resources for completing the task:

Screenshot showing Example Attachments
Example Attachments

Check out this template and let us know if we can improve it!

How to manage your Job Search

Kanban & Lean, Tutorials

We continue to add templates that we hope can help our users get more done with Kerika, and today it’s a Task Board Template for managing your job search:

Screenshot of template for Job Search
Click to view this template

Folks are changing jobs at a faster pace right now than we have ever seen, and while some people are highly organized and proficient at job searching, others can do with a little help, and that’s what we had in mind with this template.

Check it out and let us know if we can improve it!

How to Manage a Product Announcement

Kanban & Lean, Tutorials,

We have a new template that is a very comprehensive checklist of all the activities that a product marketing manager needs to consider, when launching a new product:

Screenshot of template for a Product Announcement
Click to view this template

The tasks are grouped into stages, represented by columns:

  1. Pre-Launch Prep: this includes tasks like finalizing the product name and starting outreach to media and analysts.
  2. Creating Internal Prep Documents: tasks in this include creating a competitive analysis and jobs-to-be-done matrix.
  3. Creating Internal Content: demo materials, talking points for sales team.
  4. Creating External Content: prepping (but not launching!) the product video, website landing pages, etc.
  5. Pre-launch Internal Training & Communications: training the sales  and customer support teams.
  6. Launch Day Execution: the big day! Pushing all the materials you had prepared to production.

To give credit where credit is due, this template is inspired by a blog post by Chris Orlob.

Check out this template and let us know how we can improve it!

How to Plan your Social Media Content

Kanban & Lean, Tutorials,

Another Marketing template for our users: this time, for folks that need to plan and execute on a social media content strategy.

Screenshot of the Social Media Content Planner template
Click to view this template

You can use this advance your marketing goals using Facebook, Instagram, and Twitter.

This template comes with a bunch of useful resources, like this card on listing your Call-To-Actions (CTAs):

An example of a resource card
An example of a resource card

We have also provided sample task cards for managing your posts, like this one for posting on Facebook:

Screenshot of Task for Facebook Post
Task for Facebook Post

This task, like the others, also comes complete with a checklist of subtasks so you don’t miss anything:

Screenshot of Checklist for Facebook Post
Checklist for Facebook Post

These sample task cards can be easily duplicated as you move through your social media content strategy.

Check out this template and let us know what you think!

How to Plan your SEO Blog Content

Kanban & Lean, Tutorials,

We have a new template to help folks plan their blog content to maximize their blog’s SEO effectiveness, and thereby drive more inbound traffic:

Screenshot showing template for creating blog content
Click to view this template

As with other Marketing Templates we have been creating for our users, there’s a column with useful resources for folks that are new to incorporating their blogs within their marketing activities.

The workflow itself is fairly simple: To Do → Researching → Drafting → Designing → Scheduled → Done.

There’s a sample task in the To Do column that you can duplicate for each blog post; it contains a complete checklist of subtasks to make sure you don’t miss anything:

Screenshot showing an example of blog post task
An example of blog post task

Check out this template and let us know if we can improve it!

How to plan a Virtual Marketing Event

Kanban & Lean, Tutorials,

Marketing events look like they will be virtual, rather than in-person, for a very long time, and to help our users we have a template that can set you up in just seconds with a complete Task Board:

Screenshot of template for planning a virtual marketing event
Click to view this template

This is a more elaborate template, with over 20 separate cards organized into a smooth workflow: Pre-Planning → Launch Preparation → Promotions → Operations.

Each card, representing a significant task, comes with helpful resources (as attachments) and detailed subtasks.  Here’s an example:

Screenshot of an example task
An example task from this template

We have been preparing a number of templates for our users. Most recently we have been focusing on our Marketing and Nonprofit users, but we will also be launching templates for many more jobs, to reflect the broad spread of our users around the world.

Check out the template and let us know if we can improve it!

How to manage a Fundraising Pipeline for Nonprofits

Academic & Nonprofit, Kanban & Lean, Tutorials,

We had previously mentioned our Grant Pipeline for nonprofits; here’s a similar version that our nonprofit users can use to track their fundraising in general.

Screenshot showing Fundraising Profile template
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This simple template lets your nonprofit team track all the fundraising opportunities that are out there, and make sure they get attended to as they go through the process: Prospect → Contacted → Pitch Preparation → Await Response.

As the possible opportunities move through the process, for each opportunity you need to track at least this information:

  1. Name and contact details for donor.
  2. Organization (include specific department or program office if you are dealing with a foundation).
  3. Key motivations: what’s the donor’s known mission, and how does your nonprofit fit within that vision.
  4. Likelihood of donation: this is something that you update as the task moves through the process.
  5. Pitch process: smaller donors may have an information process, but larger donors are likely to have intermediaries like foundations or family offices that have a specific process they like to follow before they will commit to a donation. Make sure you follow their process!
  6. Expected Date: when you think the donor might make a decision.
  7. Fiscal Year: which fiscal year the grant will come in, for your nonprofit.

Check it out and let us know if we can improve it.