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Evernote

The Why and How of Social Media and Evernote

On July 23, I gave my first live Evernote Webinar, “The Power of Evernote.”  It went wonderfully, and I was so glad to have the opportunity to educate others about what Evernote can do. I know there were at least a couple of social media marketers in attendance. Though I did not go into Evernote and social media in detail via the webinar, I think it is important to dive a bit deeper into that topic. The connection between the two is actually very strong! So here goes. As always, please provide feedback via comment, email, or on social media!

As a reminder, Evernote makes it easy to:

Collect information. With Evernote, you can take snapshots, clip web articles, and store data relevant to one project in one notebook.

Present your work. With a single click all your notes are transformed into a presentation layout without the hassle of having to create slides; and

Discuss work with your co-workers. By sharing notes, you can collaborate on your projects so that the whole team is on the same page. Use the “workchat” feature to eliminate back-and-forth emails. Emails with attachments can get confusing and clutter your inbox – Evernote’s workchat streamlines all that.

Here’s a look at some of the most useful tools, and how to use them:

1. Make to-do lists. Evernote has the ability, in its text editor, to add check boxes (they are like a bullet list in your word processor). For social media marketers, you can use these to:

  • Keep track of an e-newsletter you’re preparing,
  • Organize your upcoming Facebook posts
  • Or store your drafted tweets!

You can create a template, timeline, and themes with your team. Let’s say that on Monday Sally knows she needs to promote X Y and Z. She can check them off and you can see she has done it. She can even create a “notelink” in the checklist to the note where the data/release lives.

Evernote also allows you to utilize IFTTT to auto post tweets and Facebook posts to an Established Evernote Notebook. We’ll cover that later in the article!

2. Snapshots: Not sure whether you should post a picture of that really cool thing you saw today on your way home? Take a picture on Evernote and share it with your team to get their thumbs-up before you post it. We all know, what’s once online, stays online. Here’s a easier way to make sure that what’s online is what you really want to be there.

3. Sound clips: As with pictures, you can save relevant sound clips on an Evernote notebook and use it later for that blog post or report file.

4. Connect to LinkedIn: Eliminate all that business card clutter and simultaneously expand your network.

5. Send an LI invitation as you are snapping the picture of the card. As I demonstrated at the webinar, you can snap a picture of a business card on Evernote and use it to send an invitation to that connection on LinkedIn. Place all your business cards in a notebook and you have a basic Contact Management System started. The beauty of this is the automated nature of it – you can build a bigger network, a lot faster.

6. The WebClipper. This handy Evernote tool eliminates the need for bookmarks! Here’s the scenario: You are searching the web. You find good info for an article. You bookmark it in your browser. How do you remember this later? Here’s how Evernote can help:

a. Download the web clipper add-on for your browser.

b. While in the article, click the elephant icon (web clipper). Then hit save.

c. Now the article is in the notebook you want it in, with any tags (A.K.A. keywords) you want! You can even add them upon saving or add them later, at your convenience.

d. Forget where you put it? Once you have everything saved up neatly in your Evernote workspace, you can easily and quickly search through your content later – Evernote searches tags, texts, and even text within images!

The power of this is that you simply and easily save links from websites, social media sites – in a way that’s a lot easier to manage than endless and obscure lists of unsearchable bookmarks.

7. IFTTT: If This Then That: Last and not least, this is the POWERHOUSE of building processes – and will make your social media life forever better. Here’s the long and short of it: When a process is automated, it saves time and effort, resulting in higher personal productivity. Read on to learn how IFTTT.com can help you with Facebook and Twitter updates.

Let’s say you forgot if you posted that update about a meeting, or you want to keep a running log of what posts have been made about a product release. There is an IFTT “recipe” for this, linked here: This recipe sends all of your Facebook updates directly to an Evernote notebook. This is perfect for when you cannot launch your Facebook app, but need to see what you have posted. So you will save your status updates on Facebook to an Evernote notebook. This keeps a running diary of your Facebook status changes by automatically saving all updates to an Evernote notebook.

You can use Evernote as an IFTTT action or trigger in many different ways, but here we’ll focus on one: Backing up all of your tweets to your Evernote notebooks. You can then search through and share them whenever you like, without having to trawl back through your Twitter feed in and endless scroll, searching desperately for something that would take five seconds to find in Evernote.

How does this work? IFTTT uses “recipes” and is dead simple to use. Go to ifttt.com and search for what you need. They walk you through it. It looks like this:

FOR TWITTER: Create a recipe from within IFTTT and choose new tweets as the trigger from the Twitter channel—you’ll be given the option to include or exclude retweets and replies along the way. The app then prompts you for an action within Evernote, so choose to append new tweets to an existing note, which you can tag as you like to make it easier to find in future. Once a note reaches 2MB in size, IFTTT will automatically start a new one for you.

Here’s the link to send all of your tweets to your Evernote notebook. This makes it quick and easy to share with teammates and clients who may not use Twitter, or stay up to date with your latest posts.

FOR FACEBOOK: It works the same way with a different “recipe,” linked here: This recipe sends all of your Facebook updates directly to an Evernote notebook. It’s perfect for when you cannot launch your Facebok app, but need to see what you have posted.

Save your status updates on Facebook to an Evernote notebook. Keep a running diary of your Facebook status changes by automatically saving all updates to an Evernote notebook.

So to wrap up: Evernote helps you remember everything. The more you use it, the better it gets, and this is doubly true for the complicated work of social media marketers. Try it for one client starting today! See what you think, and start small. Perhaps just start creating notebooks for your campaigns and posts, then let me know what questions or comments you may have. I look forward to helping you be even more productive with this tool!

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Evernote More time in my day productivity in the workplace

Less Mess, Goodbye Stress

How many hours per day, or per week, do you or your employees spend looking for documents (electronic or hard copy)? Studies vary, but the average is 1.8 to 2.5 hours PER DAY. Wow.

Often, the documents being sought are “locked in silos” such as your email, a file folder that keeps co-workers guessing, or…on your desktop (electronic or on that “piece of furniture”).

What if there was a simple way for your team to:

• Collaborate without email?
• Find what each other is seeking, quickly?
• Access this information anytime, anywhere, from any device?

Evernote Business answers those three wishes. And more.

If you or your company seek a relatively low-cost solution to your informational collaboration/location needs, it’s time to consider Evernote. If you are a team of two people or more, you’ll want to consider Evernote Business. If you are losing paper, losing notes, and losing what you should have remembered, you are losing productivity. That’s where Evernote Business can help. It’s not the ONLY such tool out there…but Evernote works very well with many other apps you are likely already using.

So, what is Evernote Business?

 

• Evernote is an online (or offline) notebook.
• Evernote does NOT data-mine, for example, like Google does. Evernote makes their money through paid subscriptions. Your information is yours alone. If you choose to share it, you may… or you may not.
• If you wish to collaborate effectively (and almost effortlessly) you should consider Evernote Business.

How do I get set up?

 

To start using Evernote, you must set up an account via Evernote.com. At its base level, it’s free. The Premium level is $5 per month, per user. The Business level is $10 per month, per user.

With Evernote Business, you must select a person who will act as administrator for your company. This person will be your “batphone link” to Evernote support, to your Evernote Business Certified Consultant, and will be the person to whom you ask coordination questions. He or she will hold any standards you (should) develop for naming notes, etc.

Do not do a complete overhaul all at once. Rather, start slowly. Select one workflow where you begin using Evernote Business. See where the kinks are. Use this workflow as a way to “beta test” Evernote and as a “real life launch pad” to train your staff.

An example beta test could be creating a series of Evernote Notes in a Notebook for just one particular client or project. Add all project photos, emails, budget, whiteboard notes and ideas, meeting minutes, etc. into Evernote for that client only. You can then share the notebook with the whole team. You have the power to give each team member the permission to modify and view, or just view the notes.

What results can I expect?

 

Less email. Once people begin using Evernote as a way to collaborate, there is no need for back and forth email with different versions of documents.

Less to remember. Evernote has been referred to as a “brain.” Simply open it, type in a keyword, and it will show that keyword in tags, in images, in text (written OR typed–and yes, you read that correctly).

Your information can be accessed anytime, anywhere… even when you do not have an internet connection. Your synched notes are on the app residing on your device. They are also automatically saved back to the Evernote server, unless you specifically set the note up as NOT synced. On the road, on the plane, bumping into a client or prospect you did not expect– all is made easier through the power of Evernote.

Better team collaboration. When you are working on something, Evernote automatically shows “related notes” on the subject from your account, or from the shared notes within your team.

In summary, for best results, use it. Use it more. Use it for everything. Start collecting recipes with it. Use it for travel plans. Use it for business ideas and “somedays.” Photograph cards and watch them automatically prompt you to “LinkIN” with the contact. The more you use it, the better it is.

Categories
Evernote

Transforming the Office, One Note at a Time

It’s time to vent about your office. Let’s face it, everything about it bugs you. You think your filing system was created by a hedge-maze designer. Accessing your co-worker’s documents is like breaking into the Louvre. Your backlog gets put into a pile as deep and obscure as the Mariana Trench. When everyone in your team is facing these problems, it becomes almost impossible to collaborate efficiently. Offices are supposed to bring workers together; the frustration in yours is actually tearing your team apart.

As always, Evernote is the solution. Think about all of the elements that make your office function (or dysfunction… ). Evernote does them all more efficiently, with better organization in an easy-to-use interface. With it, every member of your team can not only make sense of their own work, but the ideas of all their coworkers as well.

As we’ve discussed on the blog before, Evernote is like an online “brain.” It stores all your notes, pictures, documents and other recorded material in one centralized location. But this doesn’t mean that Evernote is just for individual use; it’s designed with a team in mind. Sharing documents over Evernote reduces the endless avalanche of emails a workplace can generate. This is simply because when the document gets updated, everyone gets the updated version of the document. No more countless emails with countless versions of the same document; the work evolves as your team progresses.

Evernote also helps group and organize multiple documents across platforms. When you start creating notes, it uses tags and keywords to help link to “related notes” under your account. This also works on shared notes within your team of collaborators. Think of it as organic filing. Instead of work being spread out and hidden in multiple workers’ files, it comes together naturally in Evernote.

There are even services that help adapt an already amazing tool specifically to your workplace and team. For $10 per month for each user, the Evernote Business service will organize individual users under a single administrator in your team. This administrator can then act as a liaison to the Evernote Business Certified Consultant. That’s me! Consultants like me will then help ease your team into the world of Evernote. With you, we’ll create organization, collaboration, and communication standards so that everybody is one the same page. Not only that, but we’ll personally ensure Evernote is doing the most for your projects.

Think about that: with Evernote Business people, you can have professionals like me act as your guide to the office of the future. Sounds a lot better than the aimless confusion, eternal frustration, and wasted time of offices today, doesn’t it? In reality, Evernote is the way offices should have been all along: fitting your needs, for your team, on your schedule. Try it out today, and you can go from venting about your office to changing it for the better.

Categories
Evernote

Blank Space: On Getting Started in Evernote

So let’s say you followed my advice and started an Evernote account. You heard it’s a solution to your productivity problems. You heard it’s simple and fun to use. Not only that, but you heard it will be life-changing.

You take the plunge, and the first thing you see after creating an account is this:

Screenshot 2015-04-28 14.26.40.png

Which is really more like:

Screenshot 2015-04-28 14.27.48.png

This is a perfectly understandable response. I get it; a blank screen can be daunting. That’s why I’m here to help. Here are a few steps that you can take to turn Evernote from a blank screen to a world of possibilities.

1. Start by making notebooks.

Notebooks are the basic building blocks of Evernote. They’re where you’ll put notes as you generate them, and like folders on your computer, they’ll help you keep track of everything as your documents begin to pile up. Think of them as all the different parts of your life, the types of files you use, random categories… whatever is going to help keep your ideas straight as you start building on the tool. Don’t worry too much about being overly organized at this step. The beauty of Evernote is that, however you use it, the tool will begin to help you sort and organize every bit of information you record, automatically.

2. Load in your documents and pictures.

This is key. You don’t want to shift your life over to Evernote, only to have to trade back-and-forth between file locations in different places. Do this, and your head will be spinning in no time. Evernote is made to be your one-stop place for every file you have. Load as much onto Evernote as you can; you’ll thank yourself when you’re in the airport and need to access a file on the cloud, or if you want to collaborate on a shared document and want the latest version available to everybody on your team in a flash.

3. Start tagging your ideas in categories.

Like the notebooks above, tags are just another way for you to group and sort your files and notes. The benefit of using tags for organization is that one file can have multiple tags, and it becomes easier to categorize a file as you’re creating it. Now, when you’re trying to search for something and it’s just on the tip of your tongue, you can start searching things like: “Dogs… Pets… Leashes… Bones…” Odds are, if your file is somewhere in the canine family, you used a tag in a related category like these, and your search will be more successful.

4. Invite your friends! Coworkers too!

Like everything in life except brushing your teeth or going to the doctor’s, Evernote becomes a richer experience with other people. Sharing notes, pictures, files, and to-do lists will allow you to pool resources with everybody, including family and friends. The more cross-platform sharing, the more you’re able to search and draw upon, and the more notes you’ll be able to make. Collaboration becomes easier, communication becomes easier, life becomes easier. Maybe “hive minds” aren’t so scary after all…

5. Download Evernote on all your devices.

This is where the network you’ve built on Evernote goes global. On your phone, tablet, or other devices, you’ll be able to access, create, and share notes wherever you are. Take iPhone notes on the fly, and you can trust that you’ll be able to capitalize on your spontaneity later on. It’s like you’re pulling the weight of your entire workspace and lifestyle all the time… with far less heavy lifting involved.

There you have it, 5 steps to getting started in Evernote. We’ve gone from a blank screen to…

Screenshot 2015-04-28 15.05.31.png

… in no time at all!