Social Media Etiquette & Ethics: A Guide for Personal, Professional & Brand Use.

With 73% of the world’s Internet users active in social media, 83% of Fortune 500 companies with social media accounts and 92% of recruiters using social media to find candidates it is too important not to carefully consider your actions. Social media brings together our personal, professional and working lives in a way no other medium has before. How do we navigate this social landscape where our worlds collide and brands communicate like people in one-on-one conversations with consumers?

Click here for an updated version of this article and template.

Etiquette is the proper way to behave and Ethics studies ideas about good and bad behavior. Both combine into Professionalism, which is the skill, good judgment, and polite behavior expected from a person trained to do a job such as social media marketing. Because social media blurs the lines between our personal and professional lives it is useful to look at actions in social media from three perspectives: Personal (as an individual), Professional (as an employee or perspective employee) and Brand (as an organization). To simplify the discussion I have created questions for each category in the Social Media Etiquette and Ethics Guide below.

Personal Social Use

If you think what you do in social has to do only with your personal life, there are facts you should consider: 60% of employers use social sites to research job candidates, 41% say they use social networking sites to research current employees and 26% have found content online that caused them to reprimand or fire an employee. Even if you try to keep your social profiles completely private 41% of employers say they are less likely to interview someone if they find no information about that person online.

The top types of content that turns employers off should not surprise you: Inappropriate photographs, videos, drinking/using drugs, discriminatory comments, bad-mouthing a previous company or fellow employee, and poor communication skills. The good news is employers can find information that causes them to hire a candidate including: background supports job qualifications, a professional image, personality fits company culture, a well-rounded range of interests, and great communication skills.

What about ranting? Rants blow off steam and make you feel better right? Research has found people’s moods decline after reading rants, and after writing rants they became more angry, not less. Forum moderator Bill Horne describes ranting as “watching others being burned at the electronic stake as they abandon logic, courtesy, common sense and self-respect.” In the end no one feels better. Recruitment professional Kate Croucher says about candidates, “If they are sharing lots of interesting things, and making insightful comments or forming strong opinions, and interacting with others in a positive way, it shows their ability to rally people behind them and develop effective relationships.”


Before you post or comment in a personal capacity consider:

  1. Is it all about me? No one likes someone who only talks about themselves. The same applies in social media. Balance boasting with complimenting.
  2. Am I stalking someone? It is good to be driven and persistent but be careful not to cross the line into creepy. Don’t be too aggressive in outreach.
  3. Am I spamming them? Not everything or even the majority of what you post should ask for something. Don’t make everything self-serving.
  4. Am I venting or ranting? Venting and ranting may feel good, but research says it doesn’t help and no matter how justified you feel, it never presents you in a positive light. Do not post negative comments or gossip.
  5. Did I ask before I tagged? You had a great time and want to share those memories, but your friends, family or employer may have different standards. Check before you tag people in posts.
  6. Did I read before commenting or sharing? Don’t make yourself look foolish by not fully reviewing something you are commenting on or sharing with others. Don’t jump to conclusions.
  7. Am I grateful and respectful? Don’t take people for granted. Respond and thank those who engage with you.
  8. Is this the right medium for the message? Not everything should be said in social media. Consider the feelings of the other person. Some messages should be given in person, by phone or email.
  9. Am I logged into the right account? There are too many corporate examples of embarrassing posts meant for personal jokes that went out on official brand accounts. Always double check which account you are on. Don’t post personal information on brand accounts.

Professional Social Use

As seen above, social media has blurred our personal and professional lives. As an employee or contractor you should consider how your social use impacts your employer. When hired you should always refer to the company’s social media policy, but here are some general guidelines to consider. Not only should your social media not hurt the company, but many companies today see your active personal social media use as a medium of advocacy for the brand. Also, anything you post now may impact your professional image as a potential employee at another company or organization.


Before you post or comment as a professional consider:

  1. Does it meet the Social Media Policy? Most organizations have official social media policies that you probably received when hired. Don’t assume you know what the policy says. Many employees have been fired for not following company social media regulations. Make sure you know and follow employer or client requirements.
  2. Does it hurt my company’s reputation? No matter how many disclaimers you put on your accounts such as “views are my own” certain content and behavior will negatively impact your employer. If your bio states where you work, your personal account represents your employer.
  3. Does it help my company’s marketing? Employee advocacy is an important strategy. Have a positive impact on your company’s image and when you can advocate for your brand in social.
  4. Would my boss/client be happy to see it? You may not have “friended” your boss or client but a co-worker may have and your post is only a share or screen grab away. Even private accounts are never fully private.
  5. Am I being open about who I work for? It is good to post positive content about your employer and it is nice to receive gifts, but if you are trying to pass it off as unbiased opinion that is wrong. Be transparent about your financial connections.
  6. Am I being fair and accurate? Everyone is entitled to their person opinion, but if your opinion tends to always be unfounded and seems to have an agenda it will reflect negatively upon you. Criticism is welcome when it is constructive and opinion is backed by evidence.
  7. Am I being respectful and not malicious? People can get very insensitive, judgmental and angry in social media posts. That does not convey a professional image. Don’t post what you wouldn’t say in person. Even an outburst in person fades in memory, but a malicious post is there forever.
  8. Does it respect intellectual property? Not everything on the Internet is free. Check for or get permission to post company or client brand assets and content.
  9. Is this confidential information? As an employee or contractor you are granted access to privileged and confidential information. Don’t assume it is fine to share. Do not disclose non-public company or client information.

Brand Social Use

For those who are responsible for creating and sharing brand social media content there are additional considerations to ensure you are helping to meet business goals and following laws and regulations. With 92% of S&P 500, 100% of Down Jones companies active on social media and 91% of retail brands using two or more social channels chances are your company is participating in social media through brand accounts.


Before posting or commenting as a brand on a social account consider:

  1. Does it speak to my target market? Social media is unique from traditional marketing and requires a different perspective to be effective. Be sure to focus on your target’s wants and needs not yours.
  2. Does it add value? Social media only works if people view and share it. Make your content educational, insightful or entertaining to grab interest and draw engagement.
  3. Does it fit the social channel? Don’t post content ideal for Twitter on Instagram or Reddit. Each channel has its own culture and community. Make sure each post fits the channel’s environment, mission and policies or standards.
  4. Is it authentic and transparent? Trying to trick people into clicking a link or making a purchase will get you nowhere. Don’t hide or exclude any relevant information.
  5. Is it real and unique? Bots can automate tasks and be a great time saver, but use them for the right actions. Don’t use auto responses and create anything that could be perceived as spam.
  6. Is it positive and respectful? It may be fine to talk trash about competitors or complain about customers in the office, but not in social media. Don’t badmouth the competition or customers.
  7. Does it meet codes of conduct? As professionals we are part of trade associations that set standards of conduct. Be sure you are meeting these ethical standards such as the Word of Mouth Marketing Association’s Code of Ethics.
  8. Does it meet all laws and regulations? Government has been catching up with social media and have issued regulations and laws you must follow. See guides on requirements like the FTC social media endorsement guidelines.
  9. Does it meet the Social Media Policy? Most likely your brand or a client’s brand has a social media policy. Ensure you follow your own company standards.

The last consideration in all social media action from a personal, professional or brand perspective has to do with listening. A recent study showed that listening can influence up to 40% of a leader’s performance. Listening improves relationships and social media is based on relationships with friends, colleagues and customers.

The last question to ask before posting or commenting in social media is:

10. Have I listened twice as much as I am talking? Do you fully understand the person, organization or situation you are commenting about? We have two ears and one mouth for a reason. Taking the time to pause and listen has saved many a person or brand from putting their foot in their mouth and given valuable insight into creating successful social media efforts.

This guide just touches the surface of social media etiquette, ethics and professionalism. For formal legal advice you should consult the official documents or more in-depth resources. The lesson here is to take the time to ask questions and think before you post.

To consider the bigger picture in social media marketing Ask These Questions To Ensure You Have The Right Strategy.

Social Media Metrics: A Short Guide to Making Sense Of What Can Be A Big Mess.

The Business Dictionary defines metrics as standards of measurement by which efficiency, performance, or progress can be assessed. In social media marketing the numbers behind social media efforts are very important. Yet, many get overwhelmed with amount of data and options of what can be collected and where. In this post I will cover the basics of collecting social media data, tracking social media metrics and identifying KPIs (key performance indicators). I also include a template to make sense of it all and link social media actions to business goals and marketing objectives for social measurement and optimization.

Click here for an updated version of this article and template.

First, we will take a quick look at some of the detailed social media metrics top social channels offer through their own analytics. Sprout Social provides a nice survey of the social media metrics that matter to marketers. They detail the comprehensive stats you can get from Facebook, Twitter, LinkedIn and Pinterest. I have added Instagram and YouTube as additional examples.

Social Media Channel Specific Metrics:

Facebook Insights offers metrics on page posts such as likes (unlikes, organic likes, paid likes), reach, engagement, engagement rate, impressions, and demographic information for fans, plus additional people you have engaged with and reached. There are also detailed video stats including views for 3 seconds, 30 seconds or 95% of total video length.

Twitter Analytics offers similar metrics including total tweets, tweet impressions, profile visits, mentions, followers, tweets linking to you, engagement rate, link clicks, retweets, likes and replies. It provides demographic, lifestyle, consumer behavior and mobile information about followers.

LinkedIn Analytics provides metrics on post performance with metrics like impressions, clicks, interactions, followers, views, unique visitors and engagement. They include details on visitor demographics on business focused variables such as seniority, industry, company size and function.

Pinterest Analytics delivers metrics for profile impressions, daily viewers, pins, repins, clicks and favorites. In addition Pinterest provides demographic and interests insights for pin viewers.

Instagram Insights promises tracking metrics like top posts, reach, impressions and engagement data. It also delivers demographic data on followers such as gender, age and location.

YouTube Analytics provides data in different reports such as subscribers, subscriber status, traffic, traffic sources, views, watch time, earnings, likes, dislikes, comments, shares, favorites, devices, audience retention and organic versus paid traffic. YouTube also offers demographic information on viewers such as location, age and gender.

These are just six of the top social media channels. Other social channels offer their own version of metrics you can obtain along with many third party software tools. New ones include Yelp Metrics and Foursquare Attribution. For a list of over 50 top social media channels by category visit my post Social Media Update. All these options can be overwhelming and many marketers can easily get bogged down and distracted by the minutia of dozens of metrics and reports for each social channel.

Linking Channel Metrics to Marketing Objectives:

The key to making all this data more usable and actionable is understanding the bigger picture as it relates to your unique business goals and then linking the specific metrics for each channel as KPIs to marketing objectives. I have created the Social Media Metrics Template below to help organize and visualize how specific social media channel data and business/marketing objectives come together to measure the success of social media marketing efforts.

In this template you want to first go back and identify broader business goals making sure marketing objectives are quantified and time bound. A start up or business with a new product/service may be focused on building awareness among a certain target audience (views, reach, impressions, demographic data, etc.). Another company or organization may have issues with reputation and are looking to change perception (negative to positive sentiment). Or perhaps the business needs to drive leads or online sales (traffic sources, conversion pages, etc.). Maybe a brand needs to focus on retention of existing customers for continued sales and recruiting new customers via word-of-mouth (likes, comments, shares, etc.). An organization can also have all these objectives and more as long as they are quantified and assigned unique KPIs for each social channel.

A big help with linking social activity to business goals and ultimately proving ROI is integrating Google Analytics on websites with social media. The new Google Analytics Social Reports are especially useful in breaking down social traffic to know how and which social media marketing is working. The Social Conversions report shows which social networks lead to website conversions. Conversions can be anything from a direct sale to a download, an email subscription, event registration, quote requests, etc. Setting up Google Analytics goals with specific dollar values per conversion will show dollar values per social channel. This helps determine where to focus time and money beyond followers and engagement and connects social media to the bottom line.

Using social media monitoring, publishing and analytics tools such as Hootsuite, HubSpot, Radian 6/SalesForce, Sysomos, NUVI, Crimson Hexagon, or other tools like SocialMention, TrueSocialMetrics, Sprout, or Buffer can help you track and organize all these social metrics. Visit my Social Media Tools & Resources page for a more comprehensive list of options.

Social Media Metrics Categories:

For a broader look at metrics Buffer Social  boils it down to the stats that matter in key social media metrics categories. One option comes from Jay Baer of Convince & Convert. He suggests four categories of social media metrics to measure success of content marketing efforts.

  1. Consumption metrics are how many people viewed, downloaded, or listened to social media content.
  2. Sharing metrics measure how relevant the social content is and how often is it shared with others.
  3. Lead-gen metrics measure how often social media content consumption results in a lead.
  4. Sales metrics measure if money was made from social media content.

The last category is often the most important, but marketers have known for decades that not all marketing action is directly attributable to sales. Traditional media advertising such as TV/radio ads, billboards or magazine and newspaper ads are seen as valuable contributors to metrics such as awareness, opinion, or recall, but don’t always lead to a direct traceable sales action. These contributions are often expressed in traditional marketing with the sales or purchase funnel. Here each category of marketing effort is seen as a valuable contributor to the progression of an important stage in the purchase process. You can think of these social media metric categories in a similar way – each is important and leads to the others.

Buffer Social’s article also points out another option first proposed by Google Co-Founder Aninash Kauskih in 2011. He suggests the following consistent social media metrics categories across all social channels.

  1. Conversation rate is the number of conversations per social media post and channel. KPI’s are different per channel. For example, on Facebook and LinkedIn it is comments and on Twitter it is replies.
  2. Amplification rate measures the number of shares per social media post and channel. Again KPIs are channel specific such as reshares for Facebook, retweets for Twitter and repins for Pinterest.
  3. Applause rate accounts for the various ways users can promote a post on different networks. KPIs vary per channel from likes on Facebook and +1s on Google+ to hearts on Instagram.
  4. Economic value is the sum of short-term revenue, long-term revenue, and cost savings. Here Aninash brings it all back to Google Analytics with a KPI such as Per Visit Goal Values. This can then be linked to source visits by social channel.

The number of social media channels, each channel’s unique metrics and social media monitoring and analtics options can be overwhelming. But if you take a step back and look at broader business goals, tie specific metrics (KPIs) to each marketing objective and then find the right tools to collect and monitor that data it becomes much more manageable and actionable.

To consider the bigger picture in measurement see Why You Need A Social Media Measurement Plan And How To Create One. To consider the bigger picture in social media marketing Ask These Questions To Ensure You Have The Right Strategy.