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Mobile opt-in is instant, exceptionally easy for the subscriber, and the brand gets both an email address AND a mobile number for use when text messaging is more prevalent in the U.S.

Mobile Opt-in Done Right

I should have joined US Airways’ points program long ago. I fly the airline often, but haven’t signed up for the program because I didn’t want to take the time to fill out a long, online form, etc.

But, on a recent flight I glanced at my cocktail napkin to see this compelling and easy sign-up offer:

Other than the fact that US Airways was practically daring me to violate the in-flight ban on cell phone usage, I was enthralled. One text message with your name and email address, and you’re enrolled. Very slick.

Follow Up Good, but Unfocused

Almost immediately after signing up via text, I received a nifty email confirmation that included a digital membership card, and two offers for bonus mile via credit card offer. While the creative on the offers wasn’t spectacular, the use of transactional email to drive additional action is on the mark.

But then the next day, I received another email that mentioned something called TEXTUS (evidently the system that runs the mobile opt-in program), and asks for me to provide additional info to activate my account. I understand the need/desire for more info from me, but shouldn’t they have asked for that before I got my nifty digital membership card? I wasn’t offended, but I was confused. And that could have been easily avoided. And why was that sent a whole day later?

Then, once I did in fact log-in to provide additional information, I received another confirmation with another digital membership card, and related offers (more this time). Again not bad, but a bit puzzling.

Overall, a great program. Fills a need. Makes it easy. Confirmation and follow up is a little wacky, but extra effort for being an airline (not typically the most nimble marketers) and pulling off a mobile program.

I anticipate mobile opt-in will be big in 2009. The prevalence of SMS capable phones make it a natural for point of sale e-mail subscriptions for newsletters, special offers, and other programs.

Could you use mobile opt-in effectively? What’s your plan?

An agency client of mine - Bliss PR - works with many large financial services companies whose customers are established CFOs. Are there 50-something CFOs using social media? Of course. Do most of them congregate in typical social media outposts? Probably not.

Consequently, my advice in these circumstances is to abandon an outpost strategy in favor of a humanization strategy. Find a thought leader in the organization, and make them the star, instead of the company itself. Chris Brogan calls these folks Trust Agents, and cites Frank Eliason from Comcast, Scott Monty from Ford and others as examples.

Related: Twitter interview of Scott Monty about social media at Ford.

I mostly concur, and I think for many brands it’s smart marketing (even beyond the huge potential customer service benefits).

9 Ingredients of a Humanization Campaign

For agencies, your role in a humanization campaign is almost like a publicist. Find ways to make the designated star a thought leader:

• 1. Build and optimize a blog
• 2. Reach out to other bloggers in the category for guest posts
• 3. Syndicate content to vertical aggregation sites
• 4. Publish white papers and ebooks, and/or conduct Webinars
• 5. Create a few killer presentations and get them on SlideShare
• 6. Do at least a little video blogging to make him/her three dimensional
• 7. Hustle for speaking engagements
• 8. Get on Twitter and make sure he/she sets aside time to really engage people
• 9. Make sure current company customers know all about the initiative and are invited to partipate

By making a real person in a company the social media outreach vehicle, you can at times bypass potentially thorny legal and corporate confidence hurdles, and give the organization plausible deniability if it for some reason goes horribly wrong. “He went rogue!” they can cry.

Simultaneously, you get almost all of the benefits of a corporate-branded social media program. Honesty. Transparency. Engagement with customers.

Forrester is the king of this strategy. When was the last time you went to the Forrester Web site? Contrast that with the last time you went to Jeremiah Owyang’s site (or Peter Kim or Charlene Li before they left). See what I mean?

Does this humanization strategy work? Do you have other examples? 

(photo by Shashi Bellamkonda)

From Jason Falls’ Keyboard to You: Interview Transcript

1. @jaybaer: How do you describe your role at Doe-Anderson (branding agency in Louisville)?

• @jasonfalls: I advise our clients on social media strategy and educate them on using social media tools to communicate more effectively.

2. @jaybaer: How does your social media department intersect and interact with other parts of the agency?

• @jasonfalls: We are integrated within the interactive department but with a strong tie to PR. However, Doe-Anderson cross trains and pollinates.

3. @jaybaer: You’ve expanded the team over time. What do you look for in a social media professional? Conversation ability? Tech skills?

• @jasonfalls: You can’t be strong in social media programming and strategy without strong writing and conversation skills. Tech can be taught.

4. @jaybaer:(? from @geekmommy) Louisville doesn’t leap to mind re: social media/tech hotbeds. Easier or harder doing in from there?

• @jasonfalls: @geekmommy is just jealous she doesn’t live in Silicon Holler. The Internet dissolves geographic barriers. I do what I do anywhere. 
• @jasonfalls: And Louisville/Kentucky is responsible for @peterkim @mattcutts @pearsonified Drew Curtis, @robmay Profilactic, etc., etc., 

5. @jaybaer: What type of reporting and metrics do you focus on with your social media programs? Do you sync with interactive analytics?

• @jasonfalls: We do sync with interactive analytics but try hard to set expectations to match the goals. Reach, relationships, conversations.

6. @jaybaer: Lots of discussion around where social media belongs. PR, marketing, customer service, etc. What’s your opinion?

• @jasonfalls: Social media is an extension of good public relations, but should be a company-wide approach PR helps manage and facilitate

7. @jaybaer: Some say “listening” is an agency function, but “engaging” needs to be done by the client. Can the agency be the voice in SM?

• @jasonfalls: Tough one. Depends on the client. If they can’t communicate well, then Dear Lord, don’t let them do it. 

8. @jaybaer: What do you say to clients that are afraid of really communicating via SM, and ONLY want to listen? How do you conquer fear?

• @jasonfalls: The best way is to prove it to them - find a negative conversation and correct it. Show them how to turn the tide. Proof works.

9. @jaybaer: What’s missing then from most corporate social media programs you see today? What makes you say d’oh!

• @jasonfalls: Strategic thinking. they just throw “viral” crap out there and call it social media. GTive your fans something to talk about, do.

10. @jaybaer: I hear you there re: lack of strategy. Conversely, what’s the most overrated aspect of SM today? 

• @jasonfalls: Most overrated aspect is No. of followers. If you can’t get them to do anything, then what good are they…or what good are you?

11. @jaybaer: Do you advocate distinctly different outreach methodologies for bloggers and traditional journalists?

• @jasonfalls: Absolutely NOT. Problem with most PR is they’ve been reaching out to traditional media wrong. Bloggers are teaching us that.

12. @jaybaer: Very interesting. You’re saying treat journalists like bloggers, not the other way around? Relevant, focused pitching, etc.?

• @jasonfalls: Damn straight. Key to blogger outreach is relationships, same as traditional media. Why is this so hard for people to understand?

13. @jaybaer: Best examples of programs you’re really proud of? http://www.thestuffinside.com is legendary work. Others?

• @jasonfalls: Wish others thought so (StuffInside). A lot of my good work is internal coms. But the Beam Baja Twitter Tracker was good thinking. 

14. @jaybaer: Were you a bourbon guy before coming to Doe-Anderson and Kentucky, or is that just an occupationally-acquired taste?

• @jasonfalls: I’ve been a bourbon guy for a while. Raised in Kentucky. My father introduced me to Elijah Craig about 10 years ago. 

15. @jaybaer: A toast to you, sir. How did you gravitate from sports communications to PR and social media at an agency?

• @jasonfalls: I’m schitzophrenic. Heh. I’m a communicator. It doesn’t matter what about. Do your homework, build relationships, talk. 

16. @jaybaer: How does the agency world compare to client side marketing (or university side in your case)? Resources? Pace? Juggling?

• @jasonfalls: Agency life puts you behind the 8-ball for multiple clients at a time. It’s mind-boggling how much is expected. Not enough hrs. in a day.

17. @jaybaer: You did a lot of work in the education arena previously. What do you see from .edu in SM? How can they do it right?

• @jasonfalls: Education and social media? BWAHAHAHAHAHAHAHAHA. They’re so anal about “protecting” students I’m shocked they have Websites.
• @jasonfalls: Of course, I worked in college athletics. The NCAA is the biggest censor and fascist regime on the planet. SM and NCAA? Nope.

18. @jaybaer: You mentioned your kids (2 for me as well). Social media take a ton of time - often unpaid. How do you balance it all?

• @jasonfalls: I’ve gotta pretty damn cool, hardworking and tolerant wife, first of all. But you just have to put it down.
• @jasonfalls: I go dark some weekends and evenings until 8 p.m. because my kids come first. It’s not easy, but I don’t need to be big on Digg.

19. @jaybaer: Can you tell us a bit about http://www.twit2fit.com your social media wellness community?

• @jasonfalls: Twit2Fit started as a lark and is now motivating and supporting over 200 on the Ning site, countless others here.

20. @jaybaer: Last one. What’s your summary 140 character advice for social media success?

• @jasonfalls: Produce good content, treat people with respect, understand what goes around comes around and grow your network off-line, too.

Now, in her semi-retirement, she’s the editor for an online-only newspaper. She takes digital photos, uses a content management system, writes a little SEO copy. 

She was asking about Convince & Convert and how it was going. I told her it was coming along nicely, that subscriptions to the blog were way up, and that people like Chris Brogan were saying favorable things about it. 

“Chris Brogan? Who’s that? Doesn’t he play for the Coyotes?” she asked. 

While I was surprised at how imposing a character Brogan is when I met him recently at Marketing Profs Digital Mixer, I’m pretty sure that he in fact does not play hockey in the NHL. (photo by Brian Solis)

And there’s the lesson.

Social media makes it simple to get wrapped up in our world. Reading blogs, tracking tweets, doing consulting. It’s easy to overlook that none of this passes the Mom test. 

SEO passes the Mom test. Email passes. Tivo passes. iPhone passes (at least conceptually). Of course there are elements of social media that pass (MySpace, and increasingly Facebook). But as a discipline, social media and its practitioners absolutely do not pass. Not even Chris Brogan and Gary Vaynerchuk. 

Keep it Real

I find conferences exacerbate this effect. I was at PodCampAZ recently (hat tip to Brogan and Chris Penn for starting it all, and high five to Evo Terra and Brent Spore for a great job on this year’s AZ version). I probably shouldn’t have been, but I was flat out astonished at the number of content creators in the audience. Watching a live stream of a room that I was in, and having that stream coming from the laptop of the guy sitting next to me was Matrix-esque. 

The fact that in 550 years we’ve gone from the invention of the printing press to a world where every kid with a cell phone is a potential real-time broadcaster is exhilarating. But it doesn’t pass the Mom test. The recent Forrester technographics study update backs me up. Only 21 percent of Internet users are classified as content creators. 25+ percent of people are unlikely to create online content any time soon. 

The Time Will Come

It’s easy to become frustrated with brands that don’t get it. Marketing directors that refuse to engage in social media. Twitter spammers. Bad pitches from PR folks  that have never read your blog. (nice case study from Dave Fleet) And on and on.

But what we can’t forget as an industry (if it can even be called that) is that we are at the very tip of the spear. We’re where SEO was 10 years ago. Where television was 50 years ago.

We can’t expect a business community that has been fundamentally operating under the same marketing principles since the invention of the newspaper to immediately embrace this new opportunity en masse, regardless of how obvious the benefits of doing so may appear to us. 

As my Mom used to tell me, “Be Patient. Your Time Will Come.” And when she knows Brogan, we’ll know it has indeed arrived. 

Do you agree? Does social media fail the Mom test for now? Are we overeager about social media?

The typical social media objection is that if the company has a conversation with consumers in a public forum, the company will be forced to respond to inadequacies, and doing so will just make it worse. Consequently, many large brands are now engaged in social media “listening” campaigns, but not engaging with consumers directly. 

Sometimes Letting Go Allows You to Steer

Of course, listening is better than ignoring, but actually getting involved with your customers online doesn’t give you less control, it gives you MORE control. If you give customers a legitimate, easy-to-use mechanism for interacting with you and amongst themselves, a large component of the feedback about you is likely to end up within that mechanism. And then you can do something about it. 

Consider Comcast. What is a better circumstance for the company, listening but not engaging while customers post videos like this (which you’ve probably seen since the original has been viewed 1.35 million+ times on YouTube), or engaging and actually encouraging customer feedback and complaint via Twitter (@comcastcares)? (read bottom up for killer customer service on Twitter from Frank Eliason at Comcast)

Control Via Facilitation

Dell has a Project RED application on Facebook. Within the forums, there are several consumer complaints about Project RED and how much it actually helps Africa, versus being a craven marketing ploy. While Dell itself doesn’t appear to be engaging in the dialog, it is facilitating the conversation (with other consumers defending Dell vociferously).

And because all of this is happening on an official Dell production, they have MORE control over it than if it was happening on a blog or some other Facebook page. They could comment officially. They could take down the forums. They could reach out privately to negative commenters. 

If this conversation was taking place on some other blog, Dell’s options would be greatly curtailed.

Creating a mechanism for customer feedback using social media is the post-modern equivalent of the suggestion box. Brands that don’t do it because they don’t want to loose control don’t understand that facilitation provides control, it doesn’t eliminate it. 

What do you think? Do you have examples of brands facilitating customer dialog using social media? Your comments are my food.

It’s going to be bad. But for social media, it just might be the best possible circumstance. Here’s why:

1. Smart Buying

Consumer confidence is at an all-time low. We’re not exactly rushing to the nearest mall to make discretionary purchases. But because money is tight, we’ll want to make sure we make the best possible purchase when we do make them. 

Enter social media. 

Traffic is of course up for sites like Yelp, Amazon, Trip Advisor, DPreview.com and other review sites because of the impending holiday season. However, I believe sites that enable consumers to benefit from the experiences of prior customers to continue skyrocketing long after the holidays are over. 

If we’re going to part with decreasing dollars, we’re going to make sure it’s a good product first. 

2. Shared Angst

This recession is the first piece of long-lasting major bad news that has occurred in the social media era. Certainly the Iraq war qualifies as bad news, but it’s day-to-day impact on Americans has been mostly negligible, except of course for those served and their families. (Thank you for enabling me to live in a country where I can make a living writing blog posts and telling people how to do social media and send good email)

The ins and outs and ups and downs of this recession and its impact, duration, and cause are going to be a major topic of conversation in this country for two to five years. 

Enter social media. 

You can Tweet using the #recession hashtag, or send a friend a bowl of soup via a Facebook app. Seriously, we’re going to use social media to discuss and micro-analyze our deteriorating economic condition because it’s faster, more customizable, and in many cases more honest than real media.

I can talk to real people at a local restaurant about the recession, but then I’m only getting the local perspective. On Twitter, I can get the perspective of most of the country. That’s why social media will be the recession’s barber shop.

3. You’re Grounded

First the gas crunch. Then, the “if you want oxygen on your flight, it’s $20″ routine. Now, the recession. 

Companies are going to cut back on travel considerably. 

Enter social media.

The conferences and symposiums of the roaring 00s are going to be replaced by Webinars, Webcasts, UStreams, SlideShare and other forms of digital information exchange that will dominate the bummer 10s. 

If I owned a conference company, I’d be working like crazy right now to figure out a virtual delivery component, because given the quality of freely available content online, it’s getting tougher and tougher to justify an in-person experience. 

What do you think? Do you agree that the recession could actually help social media?

Certainly, there are a few noteworthy examples of social media missteps from brands like Wal-Mart, Coca-Cola et al. But in most cases, those shortcomings were due to overreaching “let’s make something like Facebook, but all about Coke” and no lasting brand damage has occurred.

What I see is that most companies know they have some sort of operational or customer satisfaction skeletons in the closet, and fear a customer that has had a genuinely inadequate experience pointing out those shortcomings to an audience that is far larger than one.

But isn’t it possible that those same customers will shine the light on truly excellent facets of the company? Now that they have their social media program rolling, does Comcast fear feedback from it’s customers? No, because that feedback is an opportunity to improve.

Don’t Assume The Worst, Here’s Why

In the spirit of not assuming the worst case scenario, I’m sharing the story below which is both seasonal and a shining example of how fear can seem so reasonable, but be so wrong. I hope you enjoy it.

My wife woke me late at night in mid-October. “Did you hear that noise?” “What noise?” I answered groggily. But then I heard it too. Perhaps best described as a mild ruckus, it sounded like muffled conversation mixed with opening and closing of cabinets.

I listened attentively, now very much awake and with the building sense of unease and dread that makes our fingertips tingle. I scanned the room for a weapon. Seeing none other than a clock radio, I quietly opened our bedroom door and crept out onto the second floor landing. The noises were definitely coming from below, on the first floor living area.

Not really sure what to do next, I shouted out “Hey, who is that? What’s going on?” in a tone that attempted to be menacing but came out warbly and meek. The noise stopped. Uh oh.

I darted back inside the bedroom, and grabbed the phone. “I’m calling 911,” I said to my wife. “We’re being robbed.” A flash of panic across her face as she ran quietly down the hall to the kids’ bedrooms, scooping them up and returning to our room, trying to keep them quiet and unpanicked.

I explained to the 911 operator that we had a home intruder. She said that the police were on the way, and asked if I could see the street. From the landing, I could see out of a high second floor window and watched as the police vehicles approached. My heart was beating so hard it felt like my sternum was breaking, but I’d never been happier to live in the house on the corner – right by the main road.

I lost sight of the police when they turned into our development, and the phone was unsettlingly quiet for a long time when the operator said “please stay on the line and I’ll relay instructions to you from the officers outside.”

A minute went by. Then five. What was going on? Was there a driveway altercation? A foot chase? My mind was filled with Tasered bad guys lying sobbing and unremorseful in my plants.

Then finally, the operator spoke. “Sir, the officers are unable to come to the front door.” “Oh my God. Why not?” I said, reaching a crescendo of paranoia. “Your house is surrounded by a pack of javelinas,” she said.

(Note: Javelinas are wild pigs with tusks that live in the desert southwest. Also known as peccaries, they run in packs and can be quite unpleasant. However, they are not typically thieves)

Five or six moments of confusion later, the whole family was gathered at the front door, looking outside as the police engaged in a vehicular roundup of approximately 15 javelinas who had ventured down from the mountains near our house to absolutely annihilate our pumpkins that we had preciously placed near the front door. It looked like grenades had been detonated inside the pumpkins, as our entire yard was covered with fleshy, orange debris.

Evidently, it had been quite a party for the javelinas, who had snorted and moaned and bumped against our front doors, sounding like a band of smash and grab burglars looting and pillaging.

After hanging up with the operator and resuming a mostly normal pulse, the doorbell rang. I opened the door and the police officer said “We’re happy to look around inside, but we’re pretty sure it was those pigs.”

Smart ass.

That night actually began a reign of javelina terror, as they visited our neighborhood many times in the next few weeks. A dead one was found by the neighbors. Plants were eaten. Roses destroyed. Meetings conducted. Eventually, they moved on. Many local residents were visited by the javelinas, although I was the only one that called the cops.

Do you have a story of expecting the worst? Please share it in the comments

But the Red Robin customer loyalty messaging program is far less than it should be. In fact, it’s downright weird.

A trip to a Phoenix-area Red Robin recently found all tables covered with these coasters:

I thought “Cool! Red Robin is rolling out a mobile opt-in or SMS promotion program.”  I literally whipped out my iPhone and was ready to go, until I turned over the coaster:

Umm, what? “Red Robin Yummm”? I literally stared at the coaster for a couple minutes before I realized that this was NOT a national SMS program, but rather some sort of conversation piece. I still don’t fully understand it.

A meta joke about text messaging? A subtle suggestion that customers text their friends about Red Robin? The “95 of 237″ indication makes it even more mysterious. Are there 237 of these phony text message coasters? (first one I’ve seen, but I don’t go to Red Robin routinely)

What I completely can’t fathom is that they spent a ton of money on creating fake text messaging coasters. If you’re going to those lengths, why not just put in 1.5% more effort and create an ACTUAL program?

The Robin Has Landed

So when our meal is finished, the bill comes. I open the bill jacket to find that Red Robin has a guest survey (complete with a circle the bird head scale for illiterate patrons). Here’s how it looked in the bill jacket:

  I notice the red part at the bottom because the comment card is slightly too tall to fit in the bill jacket without the bottom folded over. I was thinking “did they not measure the bill jackets when they designed this card? typical agency…” 

But then I unfolded the card:

It turns out, you get a free gift for supplying your email address, and a FREE BURGER on your birthday.

I helped set up Cold Stone Creamery’s massively successful birthday club email program (which now has millions of members). A free anything on your birthday is a big deal. Why would Red Robin create a card that leads with the circle a bird head scale, and hides a very compelling call to action under a fold over that many people will NEVER see? 

Ridiculous. If you want to build a list, ask people to sign up. In this case it’s as if Red Robin feels they have to launch a birthday club, but are sort of embarrassed about it, so they hide it. Like people that keep their ill-behaved, slobbery dogs in a guest bedroom when they have company over to watch football. 

Red Robin has all the ingredients for a wildly successful, multi-modal messaging program. Brand loyalty. Budget. At least some executive support for a birthday club. But for a restaurant that bills themselves as “Master Mixologists” the combination of elements in this program could use some serious re-working. 

The historic imperative has been to ignore complaints publicly, and deal with them privately via form letters and an occasional telephone call from a customer service representative.

The rule of thumb has been that you never engage directly with a brand critic, because it adds credibility and weight to their arguments if the company acknowledges them.

If You Don’t Put Your Head in the Sand, You’ll Never Get Any in Your Eyes

This ostrich tactic is absolutely the wrong way to handle criticism in a wired world. Ignoring the problem just makes it worse, as citizen bloggers will ramp up the outrage if their concerns aren’t addressed.

Instead of looking at social media as being forced to “handle” a “negative”, brands should view it as an opportunity to improve, grow and thrive. It’s the ultimate canary in the coal mine. If your company has legitimate problems with its operations (and most customer complaints have at least a kernel (and usually a cob) of truth), social media is the greatest opportunity of all time.

By listening, you not only learn what those problems are (with no focus group expense, by the way) but by responding to issues authentically and sympathetically (Zappos, Dell, Comcast et al), you can actually gain more customers than are lost because of the original problem.

And this isn’t just a big company scenario. If you run a restaurant and your weekday lunch-time chef is much worse than your weekend dinner-time chef, it’s entirely possible that a blogger or podcaster (like me via Hottie & The Fatso) will complain about it eventually. As a restaurant owner, wouldn’t you want to know that? You not only learn a critical piece of information about your own organization, but it gives you the chance to set your restaurant apart. A simple blog comment like this would do the trick:

“Wow. Really interesting to hear your perspective on our lunch vs. dinner quality differences. We of course strive for consistently great experiences at all times, and I’ll be auditing our lunch and dinner service immediately to get us back on track. Many thanks for your observation. We hope you’ll join us again for lunch soon and give us another chance.”

It’s about listening to your customers and humanizing your company. And once you commit to it, every piece of “bad news” you discover through social media gives you a chance to make it good.