As a beginner, social media marketing is both surprisingly simple and unexpectedly challenging.
That said, it is a complete game-changer for all businesses and an essential component of any marketing strategy.
Whether you’re a small business owner or an aspiring marketer, it will help you drive brand awareness, connect with your audience, and achieve real business results.
So, where do you start? And what makes for a winning social marketing strategy?
In this guide, we walk you through the essentials of social media marketing—from creating a strategy, step-by-step, to expert tips to gain traction and grow your audience.
Whether you’re setting up your first social media account or looking to refine your approach, this beginner-friendly guide will help you establish a solid social strategy.
Let’s dive in!
In simple terms, social media marketing is the strategic use of social media platforms to promote brands, engage audiences, and drive business goals.
It involves the creation and sharing of content, running targeted advertisements, and fostering community interactions to build brand awareness, generate leads, and enhance customer loyalty.
Effective social media marketing leverages data-driven insights, platform-specific strategies, and creative storytelling to maximize reach and impact.
While social media requires a lot of time and attention, it is also one of the most cost-effective and rewarding marketing channels, providing a wide range of benefits:
Marketing on social media offers a wide range of benefits, which few other marketing channels can match, including:
By leveraging social media effectively, you can achieve meaningful engagement, drive business results, and stay aligned with your audience’s preferences and needs.
Here is a simple step-by-step guide to cover all your bases when you’re getting started with your social media strategy:
Start by identifying what you want to achieve through social media marketing.
What do you need to accomplish in order to get from where you are now to where you ultimately want to be?
Common marketing goals for social media include:
Ensure your goals are clearly defined and aligned with where you are now and where you’d like to be in the future.
For example, if your brand is a new and relatively unknown, you might want to focus more on brand awareness and building trust and credibility to begin with.
Assessing your current strengths and weaknesses will help you define meaningful goals that will address your current needs and further your long-term goals.
Just like all marketing, you must know exactly who your audience is and understand what they want and need before you can reach and engage them effectively.
The more you know about your audience, the better, but when you’re just getting started, the basics you need to identify are:
You can use tools like Google Analytics, social media insights, and surveys to gather this information. Researching your closest competitors can also be a good starting point.
Once you have identified your goals and your target audience, you need to choose the right social platforms to use.
Choosing the right platform involves more than just identifying where your target audience is most active.
You must also consider the content types and formats you can feasibly create and maintain over time.
For example, if your audience is mainly on YouTube, it might seem logical to start there.
However, if your brand offering does not lend itself well to long-form video content (or you simply don’t have the skills or budget needed to regularly create video content) it doesn’t make sense to focus solely on YouTube.
Instead, look for a platform with an overlap in user demographics but an emphasis on image or text-based content, like Facebook or Instagram.
Choose the platforms that best align with your goals and audience and check out your competitors to see where they have a strong presence already.
Once you have identified the best social platforms to use, you need to set up your accounts and optimize them for results.
Here are some tips to follow:
Content formats will largely be dictated by the formats supported by the platforms you chose, but even if all your content is image-based or video-based, there are a variety of content types to choose from:
Tailor the content types and formats to best suit your products and your audience’s preferences.
Use a variety of content types to keep it fresh and interesting, and to provide value to your audience.
Creating and publishing content for your accounts needs to be done regularly and with your broader goals in mind.
It’s easy to get into the fun and creative aspects of content creation, but it’s important to keep in the following:
Social media is inherently, well, social, and that means that human interaction and engagement are essential.
Social media is a place where people can interact directly with your brand, in real time, and they expect to be engaged with.
Engaging with your audience promptly and in a genuine, human way helps you build connections, relationships, and a community.
It’s important to have a consistent brand voice across platforms and to respond consistently and promptly to your audience.
Here are some tips to further foster engagement on your social platforms:
If you’re able to keep your audience engaged and develop a rapport with your followers, it boosts your social media performance and furthers every goal you can have for your marketing.
Social media provides a wealth of data insights you can use to understand where your efforts are succeeding and where they’re not performing well.
This allows you to adapt to get the most out of your investment, and to drive the specific outcomes you’re looking for.
Regularly review metrics like:
You can use the built-in analytics tools provided by your platform or any of the wide range of social media analytics tools available.
Social media offers an opportunity to create a loyal community of followers, which will aid your social media marketing performance, and drive brand loyalty at the same time.
In addition to consistent engagement and providing content that is valuable to your audience, you can take things a step further to create a close-knit community by:
By following these basic steps, you can create a community that is invested and actively enjoys being a part of your brand’s audience.
The guidelines set out above will help you build a solid foundation that covers all the essential bases for a successful social media strategy.
Here are some tips to gain traction and get the most from your efforts:
As more and more people are using social media platforms as search engines, optimizing posts for search is becoming more and more important.
Use relevant keywords and hashtags in your captions and write captions that cover the same information displayed in the text on your images to aid discoverability.
Check out this video by ClickBank for more on social media search optimization:
Quality is everything when it comes to social media.
High quality content that is attractive, engaging and above all helpful is essential. If you have to choose between posting frequency and post quality – go for quality.
The same goes for followers – a smaller number of engaged, relevant followers who actively appreciate and engage with your content is much more valuable than a large number of followers who don’t.
Choose the hashtags and trending topics you participate in wisely. For the most part, it’s best to choose the ones that your intended audience will appreciate and engage with.
A topic may well be blowing up and easy enough to create content for, but its not worth putting your time and effort into it if its not well-suited to your target audience.
Stay consistent and keep posting on schedule, even if you’re not seeing immediate results.
Social media can take time to gather momentum, so don’t be disheartened if you do not see immediate results or if different posts perform very differently. It takes time to see patterns and to learn what needs adjusting.
Social media provides a wealth of useful data that will give you tremendously valuable insights into your audience, your marketing, and your business as a whole.
While graphs and data points aren’t everyone’s favorite thing, learning the basics so you can understand where your marketing is performing well and where it needs adjustment will save you a huge amount of time and money down the line!
Paid ads on social media offer great options for audience targeting and running ads can help you grow your following and reach more people faster than you can using only organic reach.
Content created by your clients and customers provides great value on social media, and encouraging it is key.
It’s free content for you to post, it provides social proof, increases reach and engagement, and helps you interact and engage your community.
Establishing your social media presence takes time, strategy, and consistency, but with the right approach, it can be a powerful tool for growing your brand and engaging your audience.
By following the step-by-step guide to creating a social media marketing plan and applying expert tips, you’ll be well on your way to making a meaningful impact online.
Remember, success in social media marketing isn’t about instant results—it’s about continuous learning, adapting to trends, and building genuine connections with your audience.
Now it’s time to put your plan into action—start creating, engaging, and growing your social media presence today!
The most popular content type for social media is short-form video due to its high engagement and shareability. TikTok, Instagram Reels, and YouTube Shorts have made bite-sized videos a dominant format. Other highly effective content types include images and carousels (great for Instagram and LinkedIn), interactive content (polls, quizzes, Q&A sessions), user-generated content (UGC) (customer testimonials, reviews), and live videos (real-time engagement through Q&As, behind-the-scenes, or product launches). The best content type depends on your audience and platform, but video consistently drives the highest reach and interaction. Read the full guide to learn more.
For B2B marketing, LinkedIn is often the preferred choice. It is a professional network where businesses can connect directly with potential clients and partners. However, it requires a more formal approach and may not be the most approachable platform for beginners.
On the other hand, platforms like Facebook and Instagram offer a more user-friendly interface and a broader user base, making them ideal for beginners. They provide a balance of text, image, and video content, allowing companies to creatively engage with their audience.
Twitter, with its focus on brief, concise content, can be a valuable tool for companies seeking real-time engagement. However, its fast-paced nature might be overwhelming for beginners.
Finally, while YouTube requires a commitment to video content creation, it offers a vast platform for companies to showcase their products and services more vividly.
The 50/30/20 rule for social media is a content strategy framework that helps maintain a balanced and engaging presence. It suggests that 50% of content should educate, entertain, or provide value to your audience, 30% should share industry-related content or engage with others (such as reposting, collaborations, or community discussions), and 20% should be promotional, directly showcasing your products, services, or offers. This approach ensures a mix of valuable, engaging, and business-driven content while avoiding overly promotional messaging. Read the full guide to learn more about social media content practices.
Firstly, marketers track 'reach', which indicates the total number of unique users who have seen a post. Secondly, they monitor 'engagement', assessing how many users interact with the content through likes, comments, shares, or clicks. This metric provides insight into how resonant a post is with the audience.
Another critical metric is 'conversion rate', which shows the percentage of users who completed a desired action such as signing up for a newsletter, making a purchase, or downloading an app after interacting with a social media post.
Lastly, 'brand sentiment' is increasingly becoming a vital metric, as it measures the audience's perception and feelings towards a brand based on social media interactions.
To get started with social media marketing, define clear goals, research your target audience, and choose the right platforms. Optimize your account profiles, create a sound content strategy, and maintain a consistent posting schedule. Engage with your audience, use hashtags strategically, and track performance with analytics. Experiment with paid advertising, stay updated on trends and continuously refine your approach. Success takes time, so be patient, stay consistent, and focus on establishing authentic connections with your audience. Read the full guide for a step-by-step guide to create your own strategy.
Buffer: Social Media Engagement: Why it Matters and How to Do it Well
Digital Marketing Institute: Social Media Marketing Trends to Watch in 2025
Hootsuite: 21 Essential Social Media Metrics You Must Track for Success in 2025
HubSpot: How to Use Instagram for Business
Lean Labs: 6 Examples of the Best Content to Post on LinkedIn