Credit Union

S t a r t u p

Facebook GuideFacebook Guide

Purpose: This document outlines the step-by-step guide for a Credit Union to create, launch, and run their Facebook page.

Create a Facebook page, upload the CU’s logo, and invite the management team and board.1

2 Post your first photo. A team photo of the management team orthe board is ideal.

3 Tag everyone in the picture.

4 Pick the top dog at each SEG and invite them.

5 Look at each of the SEG’s Facebook pages, feeds and post or share one thing from each.

6 Create a special secret group for your secret shoppers and ask them a question or post an interesting article from the community every week.

7 Add your location(s) and hours on the Facebook page.

9 Link the Facebook page and post something about on the CU's website. Invite people to like it.

10Ask your members to share their stories about – How did you buy your first home? | How did you save for a down payment?How did you buy your first car? | Plan for a negative post – be transparent.

8Begin a weekly process to share one community thing each week. For ideas – check your local papers, blogs, and TV stations. Ideally, interview 10 “A” members and find out where they get their info. Share articles from those sources.

D a i l ySend a “like” request to everyone who comments.1

Respond to commenter(s) by tagging them in your reply (probably a community leader or SEG).2

Respond to every comment with a question.3

Strategically respond to comments to keep them at the top of the feed (for example, wait an hour between posts).4

Review for negative comments and respond.5

of Adults 95% are likely to follow a brand online18-34facebook influencedin 2015 of CONSUMERS' online decisions52%

of adults conduct online research before making a purchase58%

According to We Are Social's GlobalWebIndex, as of the first quarter of 2014, 70% of online boomers (and most boomers, especially the younger ones, are online) have

Facebook accounts. 40% use them regularly.

W e e k l y7

M o n t h l y

1 Submit credit union educational content (blogs and videos).

2 Post a survey to the group.

1 Have a contest

2 Have educational events regularly. Post them as events.

3 Run Facebook ads targeting page likes.

4 Provide a monthly spotlight on a member.

5 Review your analytics for engagement and success and tailor your strategy.

Credit Unions average 1 like for every $700k in assets (financial brand)

84% of people trust an online review as much as a friend

Financial Services firms have seen on average 31% social media growth year over year

Financial services rank highest in website conversion rates of all industries

ConsiderationsKey

1. What do I want my followers to know about my brand? (What niche do I serve?)

2. What are my audience’s pain points?

3. What type of content does my audience consume on social? 4. Which social media platforms does my audience use?

5. What kinds of results do I want? (Increased social traffic to my blog? More followers?)

6. How will I measure effectiveness or results? (Engagement metrics? Social traffic to the website?) 7. Don’t post links to your website only.

8. Don’t be too long-winded (keep it to 90 and 100 words for Facebook, Google+ and Twitter). 9. Don’t neglect to tag or mention others when curating content.

10. Use native video uploads on Facebook (don’t post a link to something else). 11. Use high-quality, visually appealing images as much as possible.

12. Don’t have too many profiles on one platform.

13. Use Facebook Analytics and Google Analytics.