This year’s expanded report is the third annual survey based on interviews with over 500 senior staffers (legislative directors and above) from capital cities in 11 different countries around the world including Washington DC, Brussels, London, Beijing, Ottawa, Mexico City, Paris, Berlin, New Delhi, Buenos Aires and Brasilia.

Although traditional methods public affairs components are still valuable, social media channels have experienced a meteoric rise in their ability to shape and influence policy worldwide over the past year.

Specifically, policymakers have shown a dramatic increase in their use of Twitter, Facebook and mobile technology which underscores the importance of social media and the Internet in educating policymakers and galvanizing them to support a policy issue.

Highlights include:

• 60% of staffers learned about a policy issue for the first time online
• 1/3 changed their position on policy issues based on online information
• 80% of staffers still view in-person visits, phone calls and written letters as effective
• A majority (53%) of policymakers use Twitter
• Poor messaging and lack of grassroots support lead among top campaign “fail factors”

Other global data from the report may be found in the Slideshare PowerPoint and infographic posted below.

RELATED

Edelman Friday Five: 2011 Capital Staffers Index
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Originally posted on Edelman on Influence

In January 2010, I compiled a list of the Top 2009 news stories that either began on the Internet or gained additional steam online due to the impact of social media. After receiving a lot of terrific feedback, I decided to do it again. However, this time I tracked the stories in real time as the year progressed as opposed to trying to remember the sequence of events at the end of the year.

Since I live and work in Washington, DC, I tried to keep a special eye out for stories related to politics and/or government. Now that most of the stats are in and stories have unfolded — one month into 2011 — let’s take a journey back. Without further ado, here are my Top 20 Social Media News Stories of 2010 (in chronological order).

1. NBC’s Late Night War: Conan vs. Leno
1/1/10 – At the beginning of the year, NBC found itself in the middle of a late night battle when executives decided to return Jay Leno as host of the Tonight Show. His new show at the 10 PM time slot was tanking. However, there was one major problem, Conan O’Brien currently had the job. In case this is a bit confusing for you, this animated Chinese reenactment complete with superhero motif should clear everything up. Instead of accepting an offer from NBC for a show at a later time, which he had done for years, Conan courageously decided to walk — and the fans went with him. They took to Twitter and Facebook to voice their support and soon thereafter, Team Coco was born. After a couple months of seclusion while deciding his next steps, Conan resurfaced in March by joining Twitter (@ConanOBrien) and made headlines when he randomly chose one person to follow. Also in March, Conan announced his two-month “Legally Prohibited From Being Funny on Television” comedy tour via Twitter. Eventually, the cable network TBS offered Conan a deal and now fans can watch their favorite late night talk show host weeknights at 11 PM. His new website is, of course, TeamCoco.com.

2. Earthquake in Haiti
1/12/10 – After a devastating 7.0 earthquaike hit Haiti, no one could have possibly imagined the magnitude of destruction it would leave in its wake. According to the Haitian government, the death toll reached 230,000 with over 300,000 injured and approximately 1 million left homeless. Many buildings in Port-au-Prince, Haiti’s capital, suffered significant damage including the Presidential Palace, National Assembly and an estimated 250,000 residences. Many nations from around the world rallied to provide support and recovery assistance. Specifically, the American Red Cross partnered with the U.S. State Department in the most successful mobile fundraising campaign to date. Those looking to help were encouraged to donate $10 by texting the word “HAITI” to 90999 via their mobile devices. The initial response was overwhelming. Dollars were pouring in at roughly $200,000 per hour and after just a few days the tally had reached a record $5.1 million. Of course, it will take more than just money for Haitans to heal the pain of having lost loved ones, fight disease, overcome poverty and complete the rebuilding process. Here we are a year later it is clear that there is still much to be done.

3. The People’s Seat
1/19/10 – In one of the most surprsing political stories of 2010, Republican candidate Scott Brown defeated the Democrat Martha Coakley in the U.S. Senate race to fill the Massachucetts seat left vacant due to the passing of Senator Ted Kennedy. To call this a long shot for Brown would’ve be an understatement. Since the seat had been held so long by the late Democratic senator, it was often referred to as “Kennedy’s Seat” yet Brown always reminded folks on the campaign trail that it wasn’t Kennedy’s, Coakley’s or even his — it was the “People’s Seat.” As the election neared, national attention intensified and money began to flow in from all over the country. Former President Bill Clinton and President Obama both made trips to Massachucetts in the final days. However, Coakley made a series of “missteps” including some challenging media interviews, hurling insults at former Boston Red Sox pitcher (and Brown supporter) Curt Schilling, and the shoving of a Weekly Standard reporter by a campaign aide. No question that social media also played an important role. The Brown campaign effectively utilized their website, E-mail, Facebook, Twitter, YouTube, Ning, Google AdWords, search strategies and mobile platforms to engage voters, raise funds, rally volunteers, augment messages and for GOTV efforts on Election Day. Shortly after the win, Brown’s online strategist Rob Willington (@willington) sat down with the Heritage Foundation to discuss some of the digital tactics used on the campaign.

4. SNOmageddon
2/5/10 – Although it seems like all the major snow storms hit us last year, let’s not forget that we had quite a bit of snowfall earlier this year… February 2010 to be exact. Since most of us were stranded inside (except for the occasional trip to the driveway with shovel in hand), the only way to assess how others were braving the snow was via television or the Internet — at least for those lucky enough to still have power. Several memes popped up including #SNOmageddon, #SNOpocalypse and #snOMG. FamousDC provided a great round-up of images from around the Washington, DC area. Perhaps no one summed it better, however, than AccuWeather meteorologist Jim Kosek, “Oh boy! 14 to 22 inches of SNOOOOW!!!”

5. Google Who?
3/16/10 – 2010 was a great year for Facebook. In March, Facebook passed Google as the number one U.S. site, a 185% increase in share of visits over the same period of time the year before. A few months later in July, Facebook officially reached the 500 million user mark. In October, a movie loosely based on the story of the founding of Facebook called “The Social Network” opened in theatres and Facebook’s CEO Mark Zuckerberg was named TIME’s 2010 Person of the Year. Traffic to Facebook consistently remained high, beating Google all the way through the rest of 2010. In fact, a recent Hitwise study indicated that the word “Facebook” itself was also #1 among 1,000 top search terms in 2010. “This is the second year that the social networking Web site has been the top search term overall, accounting for 2.11% of all searches,” Hitwise reported. Computerworld reported that four variations appeared in the top 10 including facebook; facebook login; facebook.com, and www.facebook.com.

6. Presidential Reunion
3/3/10 – Funny or Die assembled an all-star cast of SNL alumni and comedy greats to create an advocacy video on behalf of the Main Street Brigade. The premise is that President Barack Obama (Fred Armisen) and Michelle (Maya Rudolph) get a surprise visit in the night at the White House from ex-Presidents George H.W. Bush (Dana Carvey), George W. Bush (Will Ferrell), Bill Clinton (Darrell Hammond), Gerald Ford (Chevy Chase), Ronald Reagan (Jim Carrey) and Jimmy Carter (Dan Akroyd) to get a few pointers about the Consumer Financial Protection Agency. This certainly wasn’t the only issue in 2010, but anytime Hollywood gathers all this talent into one room with Ron Howard in the director’s chair, it’ll definitely create some buzz.

7. BP Oil Spill
4/20/10 – British Petroleum’s Deepwater Horizon oil spill began with an explosion 5,000 feet below the surface in the Gulf of Mexico that killed 11 men on the platform and injured 17 others. Three months later, an estimated 206 million gallons of crude oil spilled into the Gulf that devastated marine life as well as the region’s fishing and tourism industries. News travelled fast over social media and the Obama Administration began pushing back against criticism that they were slow to act by stating that they were engaged since “Day One.” Soon, the parody Twitter account @BPGlobalPR popped up and began offering witty, humorous and often inappropriate nuggets limited to 140 characters or less. However, given the reponse from several BP officials in the wake of the tragedy, it was difficult to tell much difference between those that were real vs. fake such as, “Louisiana isn’t the only place that has shrimp” and “At night the gulf really doesn’t look that bad.” Yes, the shrimp comment was real. Adding to the company’s credibility gap, BP posted photos on their official Website that had clearly been altered and sites like Gawker, Gizmodo and Americablog began to take notice. The LIVE underwater “SpillCam” feature provided an opportunity for web users to watch the oil flow in real time until it was eventually capped.

8. Laughing All the Way to the Unemployment Line
4/22/10 – In the midst of heated political debates, such as the one ignited over the past couple years by the Tea Party movement, it’s probably best to take a breath and pause before acting. After all, cooler heads usually prevail. Lance Baxter could’ve used this advice before he called the conservative group FreedomWorks to leave a sarcastic, presumably prank voicemail to inquire about the percentage of members and/or staff that are “mentally retarded” or the plans to “spin it” when one of their “members actually does kill somebody.” Of course, no one at FreedomWorks was laughing. Baxter did leave his actual phone number in the voicemail, so a FreedomWorks staff member returned the call and the conversation was awkwardly brief. Evidently, Baxter also goes by the moniker of D.C. Douglas and had been employed by Geico as a voiceover actor, however that relationship ended when this story came to light. Megyn Kelly and Monica Crowley discussed the incident on FOX News. Later, Geraldo got into the act when he interviewed Matt Kibbe of FreedomWorks for his take. Well, if there’s one thing we’ve learned about the interwebs, it’s that “Hell hath no fury like a scorned voiceover actor with a YouTube channel!”

9. Times Square Bomber
5/13/10 – Faisal Shahzad, a 31 year-old Pakistani immigrant packed an SUV full of explosives and parked it in the middle of Times Square with the intent of killing a large number of innocent bystanders. He lit the fuse and ran away, but the explosion never happened. Fortunately, a local vendor noticed the smoke coming from the vehicle and alerted the authories who later secured the area. News began to spread quickly online via Twitter and Facebook. Soon, a video was posted from a CNN iReport contributor of an NYPD officer evacuating a nearby McDonald’s. Thankfully, no one was hurt. In October, Shahzad was tried and sentenced to life in prison. At his trial, he stated, “If I’m given 1,000 lives I will sacrifice them all for the life of Allah.” Fortunately, at least one of them will be spent behind bars.

10. LIVE from Facebook, it’s Saturday Night!
5/8/10 – A fun campaign popped up on Facebook urging Saturday Night Live to book Betty White as host. Certainly most would agree that Betty is a talented actress and comedy legend in her own right and it was only fitting that her Facebook fans would launch such a movement to further cement her place in entertainment history. NBC executives and SNL producers loved the idea. A series of promos were released and then the day finally arrived. Of course, the Golden Girl didn’t disappoint — and her appearance resulted in the best ratings for SNL in 18 months. From her opening monlogue: “I really have to thank Facebook … I didn’t know what Facebook was, and now that I do know what it is, I have to say, it sounds like a huge waste of time. I would never say the people on it are losers, but that’s only because I’m polite. People say ‘But Betty, Facebook is a great way to connect with old friends.’ Well at my age, if I wanna connect with old friends, I need a Ouija Board. Needless to say, we didn’t have Facebook when I was growing up. We had phonebook, but you wouldn’t waste an afternoon with it.” Next up: Carol Burnett? Yes, please.

11. Ellen Takes A Chance
5/12/10 – The Internet has proven once again that there is a bevy of talent out there just waiting to be discovered. One such young phenom, Greyson Michael Chance, gained national attention when he posted a YouTube video of his Edmond’s Sixth Grade Festival performance of Lady Gaga’s “Paparazzi.” While sitting at a piano, Greyson plays in front of a live student audience but the real fun happens as he begins to belt out notes. The looks on the faces of those in the crowd are simply priceless — particularly those along the top row. To date, the video of his Lady Gaga cover has over 36 million views which is incredible, especially considering that Lady Gaga’s official version has just under 50 million. Ellen DeGeneres invited Greyson to perform on her television talk show and his star has continued to rise ever since. You can view other performances, including his latest original tune “Waiting Outside the Lines” via his greyson97 YouTube channel and Geffen Records — but be sure to bring your umbrella!

12. Draw Muhammad Day
5/20/10 – Some cartoonists take a stand over the First Amendment while others claim that political commentary has gone too far. You decide.

13. Helen Thomas
6/7/10 – Longtime White House correspondent Helen Thomas stirred up controversy after comments she made following a White House event celebrating Jewish American Heritage Month on May 27, 2010. In the video interview, Rabbi David Nesenhoff of RabbiLive.com asks Ms. Thomas if she has any comments on Israel and indicates that he has asked several others the same question to mark the occasion. She quickly replies, “Tell them to get the hell out of Palestine” and suggests they should “go home” to Poland, Germany “and America and everywhere else.” Ms. Thomas then shared that she was of “Arab background” but grew up in Detriot. Once the video hit YouTube, many were outraged by her distasteful and seemingly anit-Semitic remarks. She issued an apology about a week later but it did little to quiet the growing calls for her firing. She announced her retirement on June 7, 2010.

14. Etheridge Gets Physical
6/14/10 – A couple of young men, claiming to be students, took to the streets of Washington, DC with a video camera and happened upon Rep. Bob Etheridge (D-NC-2). However, the congressman was less than pleased to be questioned about whether he “fully supports the Obama agenda.” In fact, it turned outright ugly when he grabbed the questioner by his arm and then his neck while repeatedly asking, “Who are you?” Democrats pushed back on the video claiming that Etheridge was set-up by conservative activists. In either case, Rep. Etheridge recognized that his behavior was inappropriate and later issued an apology during a news conference in Raleigh, NC. “No matter how partisan and no matter how difficult things get sometimes, that’s no excuse for my response,” he said. “I know better.” However, the damage had been done. After a hotly contested race and vote recount, Etheridge eventually lost to his GOP challenger Renee Ellmers by approximately 1,500 votes.

15. World Cup: Believe
6/18/10 – After overcoming a two goal deficit, Americans were appalled when referees called back Maurice Edu’s goal that seemingly robbed the United States of a win over Slovenia. Evidently, Edu commited a foul though video evidence failed to support the call. In either case, a 2-2 tie is better than a loss. In the next game, Team USA took on Algeria. The match was scoreless all the way up to the 91st minute in the second half when, after a defelcted shot, Landon Donovan tapped in an easy follow-up goal (GOOOOOL!) to win the game 1-0. The crowd erupted with cheers in celebration, and not just in the stadium. A YouTube video appeared a couple days later featuring a compilation of the world’s reaction to Donovan’s winning goal. To date, over 3 million have viewed the video, including Landon Donovan himself. In fact, he was so moved by it, that he posted it on his Facebook page along with this touching message: “Not sure if you guys saw this but it brings tears to my eyes every time. Thank you all so much…we can’t do it without you guys. Believe” Well, because of you and the rest of Team USA… we do. Thanks, Landon!

16. Barefoot Bandit
7/16/10 – He has quite a rap sheet that includes 70 crimes in eight US states and Canada. First arrested at the age of 12, he has stolen planes, boats, a half million dollars and has committed an estimated 100 burglaries. His name is Colton Harris-Moore, but many online know him better as the “Barefoot Bandit.” He earned the nickname after the legend spread that he committed many of his crimes without wearing shoes. He was also known to leave chalk drawings behind of footprints which became his trademark. His actions gained notoriety online through blogs, news websites and social networks including a Facebook page that reached over 90,000 fans. In July, authorities finally caught up with him in the Bahamas.

17. You’re Fired!
7/20/10 – Sorry, Mr. Trump, but I need to borrow your catchphrase to describe a controversy that exploded online last summer when Andrew Breitbart posted an excerpt of a video featuring USDA official Shirley Sherrod at a convention banquet hosted by the NAACP. In it, she seemingly admitted that she withheld assistance to a white farmer — which prompted accusations of racism. News of the event quickly reached Washington and her firing (at the urging of those at the White House) was almost immediate. Agriculture Secretary Vilsack was charged with the unenviable task. According to Sherrod, “They asked me to resign. And, in fact, they harassed me as I was driving back to the state office from West Point, Georgia, yesterday. I had at least three calls telling me the White House wanted me to resign.” And that’s exactly what happened. USDA’s deputy undersecretary Cheryl Cook asked her to pull over to the side of the road and send her resignation immediately via BlackBerry. However, it didn’t end there. As it turns out, there was more to the story. The video was taken out of context and everyone started to back pedal after their rush to judgement, as internal e-mails later confirmed. Evidently, the incident in question took place over 24 years ago when she was employed by a non-profit. She has used the anecdote often in speeches stressing that her views had evolved over the years as she matured and intended to make the point that race didn’t matter. Groups formed to support Sherrod and began calling for the USDA to re-hire her. Even the “white farmer’s” wife came to her defense. Breitbart defended his initial posting of the video and described that his intent was to point out the NAACP’s false claims about racism among Tea Party members. In this fast-paced, competitive media and digital landscape, we should be reminded of the importance of taking time to investigate in order to make sound judgements based on the facts.

18. Run and tell that, Homeboy!
7/29/10 – Around 3 AM, a man in Huntsville, Alabama broke into an apartment and attempted to assault Kelly Dodson in her bedroom. Her brother, Antoine, heard the commotion and screams from the room next door and raced to Kelly’s aid. After a short tussle, the intruder escaped out the second story window. Early the next morning, Elizabeth Gentle from NBC affiliate WAFF-TV was on the scene to interview Kelly and her brother about the incident, and “emotions were running high.” During the interview, Antoine was clearly upset and rightfully so. Video of his spirited remarks quickly made its way across the Internet. Then, the Gregory Brothers from “Auto Tune the News” got ahold of it and created the “Bed Intruder Song.” It was an instant hit. Versions started popping up including punk, an awesome drum cover (courtesy of Meytal Cohen) and even the NC A&T marching band got into the act when they pulled together an impressive arrangement. Their studio session is fun, but their halftime performance on the field is pure genius! This past October, Antoine made a cameo appearance at the 2010 BET Hip-Hop Awards. As for the Dodson family, they were able to purchase a new house from the proceeds earned from song downloads on iTunes.

19. Don’t Touch My Junk!
11/15/10 – As we approached the heights of the holiday season, airports were preparing for the onslaught of passengers en route to visit family and friends. Unfortunately, we live in a world where security has become an integral part of our travel process as Americans and the TSA is charged with an important responsibility to keep us all safe. However, there are limits and some feel that searches are invasive which violate individual rights and personal privacy. John Tyner was one such passenger. After refusing to go through a full body scanner, he was being searched via a “pat down” by a TSA agent and felt compelled to turn on the video camera. While warning the agent not to get too close during the search, he said, “We can do that out here but if you touch my junk, I’m going to have you arrested.” Of course, the incident drew national attention in no time — and jokes began to flow. In the video below, Mary Katharine Ham of The Daily Caller opines that we have we become the United States of “Don’t Touch My Junk!” FamousDC offered a link to these new TSA bumper stickers. Of course, our nation’s security is no laughing matter and I am convinced that there are people in the world who still aim to do us harm. Sadly, there is no doubt in my mind that the threat is real and we should take the necessary precautions to protect ourselves which is why most of us are glady willing to remove our shoes and belts and empty our pockets of change and put our laptops in a bin and zip up our toiletries in a little plastic bag and place our bags… well, you get the idea. Sometimes, however, things get uncomfortable and I think we can all learn to have a little more patience. In related news, perhaps there’s a future at the TSA for this gentleman who was involved in one of the most bizarre interactions with a reporter that I have ever seen!

20. Treason or Heroism?
11/28/10 – According to Wikipedia, Wikileaks is described as “an international non-profit organisation that publishes submissions of private, secret, and classified media from anonymous news sources and news leaks.” Julian Assange, an Australian, is often referred to as the director of the site. Wikileaks gained notable attention, first in July and again in October 2010, when it illegally obtained and published hundreds of thousands of classified U.S. documents regarding the Iraq and Afghanistan wars. In November, it released scores of U.S. diplomatic cables written by administration officials at the State Department. One suspect has been named thus far. Spc. Bradley Manning, a 22-year-old U.S. Army intelligence analyst has been accused of downloading and copying the documents while serving on a U.S. military base in Iraq. Some herald the Wikileaks publication and argue for “more transparency, less secrecy” in government. Conversely, others strongly condemn Wikileaks claiming that their actions have severely damaged U.S. national security and the trust of our allies.

There you have it… the Top 20. Also, here’s Twitter’s 2010 Year in Review, YouTube’s Rewind for 2010, a list of Yahoo’s 10 Obsessions of 2010 and a nifty infographic showcasing a year’s worth of Foursquare check-ins in 2010.

I’m sure there are other stories I’ve missed (Elena Kagan’s Supreme Court appointment, Chilean Miners, 7-11′s #SlurpeeSummit, Velma Hart’s exhausted return to “hot dogs & beans” for dinner, Old Spice Guy, Rent is Too Damn High!, November elections, Juan Williams fired from NPR, “Hope This Gets to You” song, etc.) so please comment and/or provide links to your favorites below.

Happy 2011!

Citizen Engagement in the Digital Age

When Barack Obama was sworn-in as the 44th President of the United States in January 2009, much was written about his campaign’s effective use of digital and social media tools to build support, reach new audiences and engage younger voters. Many credit those efforts as being critical to his successful bid for the White House.

Once in office, it was largely expected that the Obama Administration would utilize similar digital strategies for government application. They set out to build on the foundation laid by their predecessors by seeking to leverage emerging digital outlets to better serve and connect with Americans while simultaneously adapting to a rapidly evolving media landscape. The same was true for Capitol Hill.

Growing, Growing, Gone?

The 2010 Capital Staffers Index demonstrates significant increases in digital media including four-times the usage of Facebook compared to three years ago, nearly double for text messaging, almost three-times for blogs and over five-times worth of growth for Twitter. During key policy debates on issues such as the economy, jobs, healthcare, national security, energy and immigration, constituents flocked to the Internet to make their voices heard.

Members of Congress and Hill staffers quickly learned how to navigate in these new channels through direct constituent engagement and the creation of content best suited for social media and networking sites such as Facebook, Twitter, YouTube and Flickr. In many cases, such content was embedded on official House and Senate “dot gov” sites to augment message reach, optimize digital footprints and increase the opportunity for sharing across various social platforms.

In May 2010, the House Republican leadership even created their own unique digital channel with the launch of “America Speaking Out.” The site was built to serve as an online clearinghouse for crowd-sourced policy ideas with the best rising to the top based on community votes. However, sites like this aren’t designed with the intent of completely replacing traditional methods of contacting Congress such as in-person meetings, phone calls, letters and e-mail which are all still effective in many ways. Rather, they simply open up new avenues to connect.

Similarly, though the rise in social media and digital engagement is remarkable, let’s be careful not to write obituaries for mainstream media outlets just yet. Newsrooms may be shrinking but according to the survey results, their influence on Capitol Hill sure isn’t. For staffers, online news sites remain valuable and consistently rank far above social networks, blogs and social media with the highest usage (64%) occurring from 9 AM to 10 AM and the lowest (42%) from 5 PM to 6 PM.

The Key To Surfing Is… Timing

One of the most interesting findings in the 2010 Capital Staffers Index is how online activity trends throughout the day. Heavy traffic for online news sites early in the morning are likely due to staff who are preparing for briefings, conducting research or just getting caught up on the news of the day.

For the most part, social networks run a distant second in usage percentage when to compared online news sites with two exceptions where they experience significant spikes both during the lunch hour (31% from 12 PM to 1 PM) and at the end of a typical work day (tied with online news at 46% after 6 PM). This would seem to suggest that Hill staffers utilize social networking sites all day for both personal and professional purposes, with an emphasis on the personal during perceived down time.

The Next Wave

Two short years after President Obama’s historic victory, the political tide seems to be turning once again. Perhaps the November 2010 midterm election will most certainly be remembered for the GOP’s sweeping wins, especially in the House of Representatives where Republicans netted over 60 seats, the biggest gain since 1938 when the Democrats lost 71.

In preparation for the start of the 112th Congress, freshman members will endure orientations, elect party leadership, set legislative agendas, learn shortcuts from their new offices to committee rooms, attend briefings and of course, hire various key staff. Many likely campaigned heavily online – but now politicians and staffers alike find themselves in positions of power with great responsibility where they must learn to govern online, as well.

For those who are either unable to accept or unwilling to embrace these new communications realities, perhaps these words from American philosopher, writer and 1983 Presidential Medal of Freedom recipient Eric Hoffer will serve as encouragement, “In times of change, learners inherit the earth; while the learned find themselves beautifully equipped to deal with a world that no longer exists.”

Some people really thrive on the excitement of aggressively securing a new lead, while others are uncomfortable with the pursuit. In either case, there’s no excuse — especially with all the information available on the Internet these days — for not performing even the most basic research before reaching out to a prospect.

A couple weeks ago, I received an unsolicited sales email. Personally, I prefer to receive a phone call first, but if an email does arrive in my Inbox, I would hope that the sender would at least make sure that it’s relevant to the recipient.

But before I go into more detail about the email itself, I want to share a story from a few years back.

It was 8 PM on a weeknight and I had just arrived home from work a few minutes before. My 2yo daughter was wrapping up dinner. We were just about to head upstairs and get her ready for bed when we were both startled by a knock on the front door. I picked my daughter up in my arms and opened the door.

A young woman, most likely college-aged, stood on the front step with clipboard in hand and a bag full of pamphlets thrown over her shoulder. It was dark out, so I couldn’t immediately determine what was printed on the literature or the reason for her visit.

Without introducing herself, she abruptly started in on her opening pitch and blurted out, “George Bush is ignoring climate change, hates the environment and wants to destroy it. Join us in our fight to stop him!”

Before I could answer, she just kept right on talking. I stood there, staring at her as she spouted off several talking points filled with misinformation, distorted facts and partisan rhetoric. I let her continue for a minute or two, mostly because I wanted to hear what she had to say before I responded.

Unfortunately for her, it wasn’t a fair debate.

I informed her that I was a White House staffer and, just that very day, I had posted several items to WhiteHouse.gov about President Bush’s commitment to the environment including a “Setting the Record Straight” fact sheet entitled, “President Bush’s Strong Record of Addressing Climate Change.” How’s that for good timing?

Many of the statistics were still fresh in my mind and I picked apart her arguments one at a time with facts based on the president’s actual record. However, she was persistent. She kept looking to her clipboard for more talking point ammunition, even repeating a couple that I had just debunked.

All the while, I was holding my 2yo who had been observing our conversation quietly and patiently. My patience, on the other hand, was beginning to wear thin after 15 minutes or so. My 2yo was getting heavy, it was late, we all were tired and I still needed to get her ready for bed.

It was clear that we were just on different sides of the issue and that neither of us would budge so I needed to politely end the discussion. In doing so, I offered a little advice:

“Look, I appreciate and respect the fact that you are going to door-to-door about an issue that you are passionate about. You have every right to do so and I commend you for getting involved and speaking out. However, you’re speaking to a President Bush supporter who is educated on the issues. Plus, you’re in a moderate-to-conservative neighborhood where misrepresenting facts and attacking the president probably won’t go over too well. So, before you start knocking on doors, bothering people late at night in the privacy their homes and interrupting family time, I suggest you do the research.”

At that point, my 2yo (who was still learning to talk at the time) pumped her fist in the air and without missing a beat said, “Yeah, do the research!” I couldn’t have chosen a better way to end the conversation myself. We wished her a good night and closed the door.

I’ve told this story a number of times and that phrase, “Do the research!” has become a favorite among family and friends. I think about it now and again, particularly when someone isn’t diligent about obtaining general background information before tackling a project. Plus, it’s just good advice — which brings me to the reason for the post.

As I mentioned, I received an email from a potential vendor that really missed the mark. I have included an image below but have redacted specifically identifiable information to protect the sender’s privacy.

My goal in writing this post is not to publicly embarrass anyone, but rather to point out ways to improve. There’s a right way and a wrong way to write effective email messages and much of it is plain common sense.

Here’s a list of where this email went wrong — along with some friendly “unsolicited” advice:

1. Time
   Normally, messages sent at 2:23 AM ET wouldn’t be a problem except that my work email account is tied to my BlackBerry which buzzes when a new email arrives. Most of the time I sleep through it, but this one woke me up. Thanks for that.

   Advice: Be considerate when choosing a day and time to send.

2. Subject
   I know many rely heavily on catchy subject lines to increase open rates, but “Conference Call” is plain boring and misleading.

   Advice: Get creative. If not, how about just using the name of the company, products, services or even something simple like “Introduction?”

3. Name
   My name is David, not J.J. David is in my email address, as well. I have no idea who J.J. is or how I earned that nickname, but this email immediately lost credibility after I read that.

   Advice: Use a person’s actual name. A formal salutation would be nice, as well.

4. Address
   I live and work in Washington, DC — not Chicago. Perhaps Chicago is where J.J. lives.

   Advice: Again, this could have been avoided with a little research. A simple Google search would’ve cleared this up.

5. Personalization
   In the third paragraph, there’s some language about a “personalized and customized PDF presentation” which is attached to the email. The filename (VIP_J_J_Almacy.pdf) is quasi-personal. Don’t get me wrong, I’m flattered to be considered a “VIP” even if it’s in a PDF filename and I have to go by J.J. to attain that status. However, I was disappointed to see that the PDF was four pages of standard marketing materials with “JJ Almacy” and the name of my employer stamped on every page. There was nothing in there at all that seemed to be directly relevant to my clients or even my line of business.

   Advice: Slapping someone’s name and company (even the correct one) on a template is not personalization. Even if you can’t cite minute details, providing relevant case studies based on geography or industry specific examples demonstrates a more thoughtful approach.

6. Attachment
   Since it’s not coming from a trusted source, I am always hesitant to click on attachments for fear that it may be malware or some type of computer virus. Also, larger file sizes may bounce back or could clog up Inboxes.

   Advice: Avoid attachments in initial email communications. Instead, connect with your potential client first to learn a little about their business objectives & challenges. Then, follow-up with a customized document that offers solutions and demonstrates tangible value for partnership. Another option is to provide links directing people to Web based versions of your case studies on your company Website in the body of your email. Of course, an in-person meeting is typically a more effective and preferred method to walk through presentation materials, if possible.

7. Contact
   Next, the author — this company’s CEO — indicates that his EA (executive assistant) will be giving me a call to set up a time to speak with him. Really? I understand that some people rely heavily on assistants to manage schedules, but I found the tone of that sentence a little off-putting. If you have the time to send an unsolicited email fraught with errors, you certainly have the time to pick up the phone and call me yourself. Besides, it has been a couple weeks and still no word.

   Advice: Everyone’s time is valuable. Remember, you are the one who is seeking their attention. So, be polite and respectful in your tone. Lastly, if you say you are going to follow-up, then do it.

If your target database is too large and you can’t do these things in an individualized manner for each person, then you should rethink your strategy.

Bottom line: Know your audience. Treat them with respect. Connect in authentic ways. Personalize without getting too personal. Seek to understand their challenges. Offer solutions. Be sincere.

And, oh yeah, before you begin: Do the research!

For those who haven’t given in to peer pressure to join the site yet, Twitter is a “microblog” that enables users to share thoughts, activities and news via 140 character text updates.

Twitter’s founders had a pretty basic, yet novel idea. They wanted to create a platform where users could connect with each other online to answer one simple question, “What are you doing?”

I’ll admit that when I first joined (@almacy), I just didn’t get it. Besides a few close family members and friends, I remember thinking, “Who really cares what I’m doing?” In fact, my first tweet isn’t exactly going to assist in solving global strife.

Regardless, I pressed on and started to “follow” a few folks that I was interested in hearing from including those engaged in politics, public relations, press, social media and technology. Pretty soon, I started to build a bit of a community. I soon realized that I was learning a lot from them and hoped others found value in my contributions, as well.

As far as what I tweet, I try to strike a 30/30/30/10 balanced philosophy for tweets, retweets (RT) and tweet buzz (HT, via):

• 30% Politics: White House, Congress, government, E-Gov, campaigns, issues, advocacy
• 30% Communications: Internet, media, social networks, public relations, marketing, advertising, technology, tips, tricks, trends, insights
• 30% Personal: life, family, work, travel, hobbies, blog
• 10% Miscellaneous: Whatever doesn’t fall in the categories above i.e. humor, wit, thoughts, randomness, etc.

However, I often wonder whether any of it makes a bit of difference. So, I gave TweetLevel a try and scored 61. Not too bad.

TweetLevel then provided some uselful insights on how to improve my score which is based on four primary “result metrics” including influence, popularity, engagement and trust. The site also offers some sound advice regarding Twitter best practices and influence tips.

That’s why I really like this tool. Unlike previous attempts by other sites to measure a user’s level of influence based on pure number of followers or amount of tweets, Edelman developed a complex evaluation formula for TweetLevel in order to arrive at a more thoughtful conclusion:

Twitter itself is also rapidly evolving with the addition of periodic new features and functionality – and who knows where all this is going.

According to a recent Pew study in October 2009, Twitter’s future looks bright. Though the median user age is currently 31, the site’s popularity continues to grow, especially among younger audiences.

In addition to learning new things and meeting new people via Twitter, it can be fulfilling to know that the information you are “putting out there” has the potential to positively affect someone else.

Whether for an individual, company, brand, product or issue, TweetLevel results could be quite helpful in gaining a better understanding of one’s effectiveness in leveraging the Twitter platform and, thus… increasing influence.

Full disclosure: Edelman is my employer, but opinions expressed are my own.

In conjunction with the paper, I will be moderating a live panel discussion this morning, Tuesday, February 24 at 9 AM EST at The Madison, 1177 15th Streeet, NW in Washington, DC. The event will also be available via live webcast.

The panel will focus on the online regulatory issues currently facing the healthcare industry, as well as the advances and the promise of Government 2.0. Participants include:

• Mark Gaydos, Sanofi-Aventis US Regulatory Affairs Marketed Products, Senior Director
• Sanjay J. Koyani, U.S. Food and Drug Administration, Director, FDA Web Communications
• Christina Pearson, former U.S. Department of Health and Human Services, Assistant Secretary for Public Affairs
• Jenny Moede, Waggener Edstrom, Healthcare
• David Almacy, Waggener Edstrom, Studio D (Moderator)

From the release:

Following the unprecedented use of social media throughout President Obama’s campaign, the new administration will bring a fresh perspective to digital regulations for healthcare. Companies will need to become educated on how new regulatory policies will affect their online communications. As the administration and the U.S. Food and Drug Administration (FDA) begin to review existing policy and move to create new guidelines, now is the time for pharmaceutical and biotech companies to learn how to effectively engage their audiences online to stay ahead of the competition.

Those who are watching online and may wish to ask a question may do so via Twitter by using the hashtag: #wehealth. Looking forward to great event!

UPDATE

Watch on demand video of the panel discussion.

Download the PDF of the Waggener Edstrom digital healthcare whitepaper.

THE QUESTIONS

1. How long have you been working in public relations? What attracted you to it?

I officially entered the public relations industry when I joined Waggener Edstrom Worldwide in May 2007. However, I have been working in the communications arena for the past 15 years including the Republican National Committee, Phi Delta Theta Fraternity, Washington Business Journal, C-SPAN, GovTech Solutions, U.S. Department of Education and most recently, the White House. I have always been fascinated by the power of communications, meaning the ability to effectively disseminate and consume information through valuable channels of influence. Whether it’s by word of mouth, print, radio, television, the Internet, or a convergence combo of all the above, methods are quickly evolving to keep pace with societal needs for 24-7 news and information. It is as exciting to watch as it is to participate.

2. In your opinion, what elements are essential to a good digital PR campaign?

All good PR campaigns begin with defining the business challenge first. Then, identifying target audiences and establishing monitoring processes and success measures assist in determining the best strategies and tactics that map to those objectives. The Internet should simply be part of that overall plan, woven through accordingly to augment message and reach. Basic elements should include SEO/SEM (keywords & tagging), cross platform sharing, blogger outreach, multimedia (audio, video, photos), online community building and social media engagement.

3. Whose blog do you read the most?

I read almost too many to mention but here are some of my favorite PR & social media thought leaders: Frank Shaw, Chris Brogan, Andy Beal and Avinash Kaushik.

4. How do you communicate the importance of new media strategies to your clients?

I usually begin by making the point that the Internet isn’t a panacea, but rather a tool that can assist in augmenting message, monitoring conversations and connecting key influencers and audiences in new ways. Some may be wary of the Web because it’s new, percieved as unproven, or pushes them outside their comfort level. The best way to allay their concerns is to provide real concrete examples, mapped to business objectives, that have produced successful results.

5. President-elect Obama’s social media campaign was credited for being the first of its kind. What’s your take on the role of new media and the blogosphere in Obama’s success?

Certainly, the Obama campaign understood the power of building online community. They used the Internet as an effective communications tool and, of course, to raise money. They also put the proper resources behind it with 95 Web staffers and almost $12M spent in two years for online efforts alone. That’s huge! Leveraging social media sites like Facebook (co-founder Chris Hughes joined the campaign) and Twitter helped connect his supporters but ultimately his election, in my opinion, was more a reflection of the promise of his candidacy rather than just his Web presence.

6. Please describe the biggest challenge you face in your current job.

Clearly, trends on the Internet move at a very rapid pace. It is very difficult to stay on top of the latest site or tool that pops up. Often, there’s a temptation to be wowed by a new site because it is “bright & shiny” but over time, it’s utlization will determine it’s value and market staying power. I think Twitter is a good example of that. When I first joined, I admit that I just didn’t get it – and many that I have spoken with about Twitter agree that they also initally felt the same way. Once I started to really use it, however, it has consistently demonstrated value to me in countless ways and although others have tried (Jaiku, Plurk, Pownce, Yammer), I keep coming home to tweet!

7. Do you have any advice for someone who is interested in working as a communications consultant in DC?

First, one must understand that even though Washington is a powerful world city, in many ways it’s also a small town community. So, I recommend getting out there, attend some Capitol Hill events, find others with like interests, join DC Facebook groups, follow DC folks on Twitter and explore all opportunities no matter how big or small they may seem. If just getting started, seek an internship at a PR agency or media outlet to get a foot in the door. To demonstrate knowledge of the digital space and it’s importance, start a blog and use it as way to connect with the DC set online.

8. If you could rank for any keyword phrase you don’t currently rank for, what would it be?

Hmmm, you mean besides “Nine-time Olympic Gold Medal Champion?” OK, seriously, let’s go with digital strategy expert. I personally think that it’s a little presumptious for anyone to call themselves an expert, but I certainly don’t mind if Google does it!

9. Assuming you had never gone into public relations, what would you be doing now professionally?

As a child, I dreamed of one day becoming either a dentist or a fireman. However, a couple cavities later and a fear of heights quickly dashed those hopes. Other than that, I probably would have become a stand-up comic or an international star of stage and screen. Ha!

10. Do you follow the Washington Nationals? Do you root for Teddy during the Presidents Races?

Believe it or not, I have never been to a Nationals game – I know, I know! I’m originally from Maryland and grew up during the height of Cal Ripken’s career, so naturally the Baltimore Orioles have always been my team. Go O’s! Plus, the Ripken family is from Aberdeen, Md. which is where my mom is from so I have always felt a little vicarious hometown connection. However, since I currently live very close to Mount Vernon, I have to root for the original George W!

Well that’s it! I hope you enjoyed reading this. A big thanks to @MelaniePhung for sending the questions for all to answer.

Thanks to everyone who participated. Please check out their sites and follow them on Twitter.

@almacy a Digital Strategy Expert
@melaniephung a DC SEO Strategist
@martinbowling a lover of Zima
@utahseopro a Utah SEO Consultant
@fairminder who offers Boston Website Design and SEO services
@cyandle a Google Adwords Professional
@melanienathan an Edmonton SEO specialist
@jackleblond a VP of Internet Strategy
@djpaisley a Digital Communications Strategist
@vinceblackham a Utah SEO specialist
@researchgoddess a Staffing Social Media Specialist
@monicawright a Maine SEO professional

Basically, their campaign is centered around the premise that “wearing babies” (carrying i.e. BabyBjörn style) can be, well, a pain – in the neck, shoulders, lower back, etc.

Angry moms flocked to sound off via social media, including:

• Facebook: Babywearing isn’t painful. Boycott Motrin for saying it is. (Group is 487 and growing.)
• Twitter: #MotrinMoms
• Flickr: Baby-wearers Unite! Dear Motrin, you’re doing it wrong.
• YouTube: Anti Motrin Reply Re: Motrin Babywearing Ad #motrinmoms
• And, of course, the blogs.

The negative response has been overwhelming. An organized protest effort has emerged urging Motrin to take the ads off their website and put a stop to the print campaign. Many indicated that they went to Motrin’s website to email their thoughts and feedback. According to one blogger, a Motrin marketing VP (McNeil Consumer Healthcare) responded via email. I attempted to visit it, as well, but http://www.motrin.com wasn’t loading. Either they pulled the whole site down or massive traffic crashed their servers.

Now, before one jumps to the incorrect conclusion that the Internet is to blame for this backlash, let’s take a step back and not condemn the medium. Fundamentally, Motrin just missed the mark here and instead of phone calls and letter writing, consumers simply chose to voice their concerns online. Hopefully, Motrin will learn some valuable lessons from this and attempt to engage their critics in the same venue. There is an opportunity to remedy the situation by reaching out to key influencers in the “MomBlog” universe, build relationships, form focus groups and solicit their ideas to avoid future missteps.

In the meantime, I imagine that Motrin executives will require extra doses of their own product for the next few weeks.

Originally posted on WE’s Studio D blog, “Thinkers & Doers.”

Kaushik’s blog, Occam’s Razor, is a must read for anyone looking to crack the Web analytics nut. After all, it’s all about metrics, right? In fact, I hear this ALL the time: “Dave, I get the Web, but I can’t seem to sell it to those above me. All they care about is the return on investment (ROI).”

I agree. Some things are fairly quantifiable like traffic referrals, page views, media download numbers, and blog rankings. However, other things aren’t as easily measurable such as specific actions that may result from those who read a blog post, watch a YouTube video or join a Facebook group.

Kaushik is currently traveling and sharing some of his latest thoughts. At a recent stop last week in Columbus, Ohio, Kaushik spoke with roughly 200 including marketing execs from Procter & Gamble, Victoria’s Secret, Coca-Cola and Timberland. Advertising Age covered his remarks and ran this piece, Google’s ‘Analytics Evangelist’ Explains Why Websites ‘Suck’.

(As a side, ironically, the article is no longer available on the AdAge site. A quick search for it yielded several results of those who posted on it such as Joe Marchese, Shel Holtz, and HotelMarketing.com - and they all link back to the original AdAge article page.  So much for analytics here!  Good thing I made a hard copy because I wanted to share it on Tuesday night with the students in my class.  For you younger readers, confused by what a “hard copy” might be, I suggest you check out Wikipedia.)

During his comments, Kaushik explained that the reason why so many Websites “suck” is because of ”Hippos” or the ”Highest Paid Person’s Opinion.”  Hippos may see something they like online or read about the latest Internet trend in the Wall Street Journal and then jump to a “Hey, we need that!” approach without considering site goals or purpose. 

Instead, Kaushik suggests that when developing sites, marketers should get away from the “what” and focus more on the “why.” One way is to engage consumers and assess their needs via brief online surveys.  He recommends asking questions such as:  Who is coming to your website? Why are they there? How are you doing? What do you need to fix?

This is right on. We often ask clients, “What is the business challenge you are trying to solve?” Once that’s determined, we can identify the best digital strategy to employ in an effort to tackle it. When the obstacles are clearly defined, then the solutions are the ultimate measure of success!

On my way to the Austin airport, my cab driver remarked that I was leaving before all the real fun began!  Thanks.  So, I boarded my plane and started thinking about what he said and had to disagree.  I learned a little bit, met some great new people and actually had fun doing it.  

Not sure there were any groundbreaking new developments this year, but this was my first SXSW so somewhat hard to judge.  Having said that, I felt confident when I walked out of each discussion that I had a strong grasp of the material covered.  Wow, sounds like I am in college again.

The first session I attended was entitled ”Filching Design: When the Shoe Fits.” I really liked Luke Wroblewski’s (LukeW Interface Designs/Yahoo) presentation who showed various sites with similar designs and polled the audience as to whether they were “filch or fair.”  

For example, in April 2007, AOL’s new site looked strangely familiar to Yahoo! users.   Yahoo! was filched again (this one by Google is just plain blatant) when they launched a new page promoting Internet Explorer 7.  Google has since launched an updated IE7 page.  Then, in an amazing twist of irony, blogger Matt Cutts took Google to task over it but it was later pointed out that he failed to credit the author of his own WordPress template design in exchange for use of the free download (btw, thanks again for freshblue, Robbie Williams). 

Of course, code can be filched, too.  Both desginers and programmers admitted to borrowing from each other and many agreed that the ability to share is one of the reasons for the rapid expansion of the Internet.   However, be sure to give credit where it is due.

I have never seen such widespread use of Twitter en masse and in real time as I did at SXSW.  Specifically, hundreds of tweets simultaneously dubbed Sarah Lacy’s interview with Facebook founder Mark Zuckerberg a “train wreck.”  I imagine that Twitter chatter and server load reached unprecedented levels that day.  Just brutal.

I also witnessed a similar reaction to a panel entitled “Social Marketing Strategies Metrics, Where Are They?” the day before.  The session really disappointed – about half walked out midway through.  As the Q&A began, many were still asking “Ummm, about these metrics… so where are they?”   The audience further responded by coughing loudly, and filling Meebo (the conference provided chatroom) and Twitter with nasty comments.  Ynema Mangum (aka “Y”) with BMC Software was the only saving grace. She was the only one who provided an actual case study with tangible results.  Unfortunately, it happened just before the end of the session so few people actually saw it.

Speaking of Twitter, my friend Mike told me about a unique tool called Twemes which allows users to categorize user tweets by theme.  For example, SXSW created a tweme related to the conference.  All one has to do is include “#sxsw” in a specific tweet and it automatically aggregates on the SXSW Twemes page.  

This is yet another in a long line Twitter companion sites/apps seeking to augment the microblog’s effectiveness, reach and influence.  Among my favorites: Twittervision (real time pop-updates), Twitterific (desktop software), and Twitxr (instant photo sharing).  Now, with GeoTwitterous, you can even find out where your Twitter buddies are when they post.  (Thanks for the tip, Kristine!)

All in all, a great trip and I really enjoyed meeting/catching up with Fleck, Patrick, Julie, Colin, Kristine, Jim, Andrew, Mike, Chris, Tristan, Rick and everyone else I may have forgotten.  Already making my plans for SXSWi 2009!

Related

Amazing conversations and meeting amazing people at SXSW Interactive (Just Write Click)

SCHED: SXSW 2008: almacy’s schedule

BarCamp Austin III