Monthly Marketing Tasks

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Creating Posts

TechTribe

Download and unzip TechTribe pack

Posts

  1. Open the Growably-Import.csv file from the Social Media Posts folder (e.g., TTT_Social-Posts-May-2025-Growably-Import.csv) and paste into TTT Entry View

Blogs

  1. ...

MSPME

Download and unzip MSPME Canva pack

Posts

  1. Unzip Growably upload sheet from the 1 Social media/Bulk upload sheets folder (e.g., USMay25 - Growably.zip)
  2. Open Growably all content.csv file (e.g., USMay25 - Growably all content.csv) and paste into MSPE Entry View
  3. Copy the content from the _Type field over to the Type field.

Blogs

Social Media

  1. Open the MSPE Entry View, add 4-5 extra rows, and select Blog as the Type.
  2. Copy the "Short-form post" text from the xxx Blog social post x.docx files in the 2 Blog/Blog x folders (e.g., USMay25 - Blog social post 1.docx) into the __content field.
  3. Drag and drop the xxx Blog image x.jpg files in the 2 Blog/Blog x folders (e.g., USMay25 - Blog image 1.jpg) into the media field.
  4. Use the 1st Monday of the month in Post Datetime field

Website (prepare)

  1. Open the Blog Entry View, add 4-5 extra rows and select Blog as the Type.
  2. Copy the Title, Excerpt, and Article link text from the xxx Blog post x.docx files in the 2 Blog/Blog x folders (e.g., USMay25 - Blog post 1.docx) into the Title, Excerpt, and link (OGmetaUrl) fields respectively.
  3. Copy the blog content from the xxx Blog post x.docx files into the __content field.
  4. Copy the Title from the Website channel entries over to the LinkedIn channel entries
  5. Use 1am on the 1st Monday of the month in Post Datetime field.

Website (create)

  1. Open the Nerevu website content page and the Posts to Schedule view.
  2. Create a new post by clicking the plus sign next to "Blog".
  3. Copy the Title field value and paste it into the "Post title" line.
  4. Copy the __content field content and paste it into the post text box.
  5. Verify the post ends with "Get in touch"
  6. Add an embed block between the title and content using the videoUrls link
  7. Hover over the "Publish" button and click "Schedule". Select the Post Datetime value. Then click "Schedule" in the upper right to save.

Website (add metadata)

  1. Click "Publish". Now hover over the blog entry in the left side bar, click on the 3 dots, and then click "Settings"
  2. Upload the Featured Image from the xxx Blog image x.jpg file in the 2 Blog/Blog x folder (e.g., USMay25 - Blog image 1.jpg) .
  3. Copy the Excerpt field content and paste it into the "Excerpt" box
  4. Copy the "Post Url" value and paste it into the Slug field.
  5. Copy the link (OGmetaUrl) field content and paste it into the "Source Url" line.
  6. Click "Options" on the left, to the right click "Categories", type "Education" and select it.
  7. Click "Social Image" on the left, at the bottom click "Add an image", click "Select from library", and choose the Featured Image you previously uploaded.
  8. Click "Save" in the upper left.
  9. Change the Status field in the Posts to Schedule view to "Scheduled"
  10. Repeat for the remaining posts.

Guide

Content

  1. Open the MSPE Entry View, add a row, and select Guide as the Type.
  2. Copy the title text from the xxx - Guide promotional text.docx file in the 1 Social media/Bulk upload sheets/xxx - Growably/Growably manual pdf media folder (e.g., USMay25 - Guide promotional text.docx) and paste it into the Title field.
  3. Copy the content body from the xxx - Guide promotional text.docx file in the 1 Social media/Bulk upload sheets/xxx - Growably/Growably manual pdf media folder (e.g., USMay25 - Guide promotional text.docx) and paste it into the __content field.
  4. Use the 3rd Wed of the month in Post Datetime field
  5. Open the Canva link from the xxx Guide Letter Canva.txt file in the 6 Guide/1 Letter folder (e.g., USMay25 - Guide Letter Canva.txt).
  6. Click "Use template for new design"
  7. Modify the design to match Nerevu's brand
  8. Export as PDF Standard save into the 6 Guide folder
  9. Drag and drop the pdf file into the media field.

Website (prepare)

  1. Open the Blog Entry View, add an extra row and select Guide as the Type.
  2. Copy over relevant info from the LinkedIn Guide

Blog Image

  1. Open the Canva link from the xxx Blog image Canva.txt file in the 6 Guide/Blog post image folder (e.g., USMay25 - Blog image Canva.txt).
  2. Click "Use template for new design"
  3. Modify the design to match Nerevu's brand
  4. Export as PNG and save into the 6 Guide folder

Download Image

  1. Open the Canva link from the xxx Download image flat Canva.txt file in the 6 Guide/Download image folder (e.g., USMay25 - Download image flat Canva.txt).
  2. Click "Use template for new design"
  3. Modify the design to match Nerevu's brand (make to change the white border to grey)
  4. Export as PNG and save into the 6 Guide folder

Social Media Image

  1. Open the Canva link from the xxx Social media image Canva.txt file in the 6 Guide/Social media image folder (e.g., USMay25 - Social media image Canva.txt).
  2. Click "Use template for new design"
  3. Modify the design to match Nerevu's brand
  4. Export as PNG and save into the Marketing/Social Media folder of Google Drive

Website (create product)

  1. Open the Nerevu website Guides Product page and the Posts to Schedule view.
  2. Create a new product by clicking the plus sign next to "Guides".
  3. In the "What do you want to sell" screen, select "Download"
  4. Copy the Title field content and paste it into the "Product Name" line.
  5. Copy the __content field content and paste it into the "Description" text box.
  6. Remove any the "Download now" text
  7. Upload the customized "Social image" and "Download image flat" images (in that order).
  8. Verify the "Social image" is shows up in the bottom of the section as the "Featured" imaged
  9. Hover over the larger "Social image" and click the trash icon to delete it.
  10. In the "Inventory" section click "Upload File" and select the Copy of xxx Guide Letter.pdf file (e.g., Copy of USMay25 - Guide Letter.pdf).
  11. Hover over the "Save" button and click "Schedule". Select the Post Datetime value. Then click "Apply" in the upper right to save.

Website (create post)

  1. Open the Nerevu website content page and the Posts to Schedule view.
  2. Duplicate the most recent guide, e.g., May 2025 Guide.
  3. Update the post title to the correct month e.g., June 2025 Guide.
  4. Copy the Title field content and paste it into the Guide title line.
  5. Copy the __content field content and paste it into the post text box.
  6. Remove any the "Download now" text
  7. Click outside the content area, then click the Guide image and a toolbar should appear above it.
  8. Click the pencil icon to edit.
  9. In the box below "Content" click "Replace" and then "Select from library" to choose the Download image previously uploaded.
  10. Click "Remove Link" and then "Attach Link" to select the Guide product previously created.
  11. Edit the "Alternate Filename" to match the format NGT MMM YYYY Guide.pdf, e.g., NGT June 2025 Guide.pdf.
  12. Click outside the box to save changes, then click the video below and a toolbar should appear above it.
  13. Click the pencil icon to edit and change the Vimeo link accordingly.
  14. Hover over the "Publish" button and click "Schedule". Select the Post Datetime value. Then click "Schedule" in the upper right to save.

Website (add metadata)

  1. Click "Publish". Now hover over the Guide in the left side bar, click on the 3 dots, and then click "Settings"
  2. Under "Featured Image" click "Remove Image". Then upload the Featured Image from the Copy of xxx Blog image.png file in the 6 Guide folder (e.g., Copy of UKUSMay25 - Blog image.png).
  3. Copy the Excerpt field content and paste it into the "Excerpt" box
  4. Edit the "Post Url" value accordingly, the copy and paste it into the Slug field.
  5. Click "Social Image" on the left, at the bottom click "Add an image", click "Select from library", and choose the Featured Image previously uploaded.
  6. Click "Save" in the upper left.
  7. Change the Status field in the Posts to Schedule view to "Scheduled"
  8. Repeat for the remaining posts.

Carousels (growably can schedule these but not sure if you can load pdf)

  1. Open the MSPE Entry View, add 2 extra rows, and select Carousel as the Type.
  2. Copy the text from the xxx - Carousel x promotional text.docx file in the 1 Social media/Bulk upload sheets/xxx - Growably/Growably manual pdf media folder (e.g., USMay25 - Carousel 1 promotional text.docx) into the __content field.
  3. Use the 2nd and 4th Wednesday of the month in Post Datetime field
  4. Open the Canva links from the xxx Carousel x Canva.txt file in the 1 Social media/LinkedIn carousels/PDF carousel x folders (e.g., USMay25 - Carousel 1 Canva.txt).
  5. Click "Use template for new design"
  6. Modify the design to match Nerevu's brand
  7. Export as PDF Standard
  8. Drag and drop the pdf file into the media field.

Newsletters

need to change this to copy over stuff from the blog post since the content and images are the same

  1. Open the MSPE Entry View, add 4-5 extra rows, and select Newsletter as the Type.
  2. Copy the main content from xxx LinkedIn newsletter x.docx file in the 1 Social Media folder (e.g., USMay25 - LinkedIn newsletter 1.docx) into the __content field.
  3. Copy the "Use this text to share your LinkedIn Newsletter" text from xxx LinkedIn newsletter x.docx file in the 1 Social Media folder (e.g., USMay25 - LinkedIn newsletter 1.docx) into the excerpt field.
  4. Use the first Monday of the month in Post Datetime field
  5. Open the LinkedIn Newsletter feed
  6. Click "Create new edition"

Infographics

  1. Open the To Customize view and add the video titles using the following:
  2. Open the Canva link from the xxx Infographic Canva.txt file in the 1 Social media/Infographics/Infographic x folder (e.g., USMay25 - Infographic 1 Canva.txt).
  3. Click "Use template for new design"
  4. Modify the design to match Nerevu's brand
  5. Export as PNG and save into the Marketing/Social Media folder of Google Drive
  6. Copy the GDrive link and paste into the Google Drive Link field.
  7. Copy the content from the _imageUrl field over to the imageUrls field.

Videos

Preparing

  1. Open the To Customize view and add the video titles using the following:
    1. xxx - Educational video promotional text.docx file in the 4 Video/Educational video/MP4s with captions folder (e.g., USMay25 - Educational video promotional text.docx)
    2. xxx - Tech update video x promo text.docx files in the 4 Video/Tech update video x folders (e.g., USMay25 - Tech update video 1 promo text.docx)

Editing

  1. Open MSPME Videos in Canva
  2. Click and delete the displayed video
  3. On the left hand side, click Uploads and then Uploads files.
  4. Select the xxx - Educational video no box with captions.mp4 video in the 4 Video/Educational video/MP4s with captions folder (e.g., USMay25 - Educational video no box with captions.mp4)
  5. Select the each of the xxx - Tech update video x add your logo.mp4 videos in the 4 Video/Tech update video x folders (e.g., USMay25 - Tech update video 1 add your logo.mp4)
  6. Click and drag the first uploaded video into the white rectangle where the original video was. Position the cursor on the border of the rectangle so that the dragged video fills up the entire space. If you are not positioned in the right spot, the video will appear smaller than white rectangle.
  7. If you release too soon or click the video instead of clicking and dragging, delete it from the white rectangle and try again.
  8. If done properly, the video should fill the entire rectangular space.
  9. Now, verify the video is selected and then click Position. In the Arrange tab on the left, click To back.
  10. Now export as an MP4 video in 1080p.

Uploading

  1. Open Vimeo and click Upload from computer.
  2. Select the Canva exported files.
  3. Navigate to the Team Library.
  4. Select the uploaded videos and then click Move from the bottom tool bar.
  5. Select Team Library and then click the plus icon in the bottom left to create a new folder.
  6. Title the folder in the YYYY-MM format, e.g., 2025-05, and then click the check-mark.
  7. Click Move in the bottom right.
  8. Click the newly created folder, and for each video, update the thumbnail, title, description.
  9. Get the video link by clicking the File actions icon (3 vertical dots next to the Share button), then click Video file links.
  10. Verify the dropdown says, Play the video and then click Copy Link for the HD 1080 version.
  11. Paste the link in the appropriate location in the Airtable To Customize view.

All

Approval

  1. Run the dedupe extension on the To Approve view and dedupe by similar link.
  2. View the To Approve view and change the status of posts that don't fit Nerevu's brand to Rejected. E.g., duplicate posts, gaming, excessive advertising, etc.
  3. If the content is interesting but not necessary a good MSP fit (security, privacy, etc.), select Nerevu as the Author.
  4. Change the status field of all remaining entries to Approved

Summarizing

  1. Open the To Summarize view and click "generate" to create the summaries.
  2. If necessary, augment the summarized text with content from the original version.
  3. Modify content to be nonprofit audience specific. E.g., business -> nonprofit, employee -> staff, etc.

Preparing

  1. Open the To Prepare view and copy edit the summaries/content fields to be nonprofit audience specific. E.g., business -> nonprofit, employee -> staff, etc.
  2. Review the images so that there is a diversity of people represented.
  3. If needed, use chatgpt to change the race and/or gender of the featured person.
  4. Copy the content from the _Author field over to the Author field.
  5. Change the status field of all remaining entries to Completed

Scheduling Posts

Scheduling

  1. Open the To Schedule by Type view and verify the entries and scheduled as following:
    1. Blog: Mon (morning)
    2. Carousel: 2nd/4th Tue
    3. Ed Video: 1st Tue
    4. Email: Wed
    5. Guide: 3rd Tue
    6. Infographic: 1st/3rd Mon (afternoon)
    7. Link: Sat/Sun
    8. Newsletter: Thurs
    9. Post: 2nd/4th Mon (afternoon), Fri, Sat/Sun
    10. Tech Update: Wed
  2. Open the To Schedule by Week view and verify the entries and scheduled as following:
  • Sunday: Link/Post
  • Monday: Infographic/Blog posts & Google Business update
  • Tuesday: Carousel/Guide/Ed Video
  • Wednesday: Tech Update & Email
  • Thursday: Newsletter
  • Friday: Post
  • Saturday: Link/Post

Exporting

  1. To Schedule (Export RC) view and downloads csv
  2. Save to remove index folder
  3. Import to Growably
  4. Repeat for remaining
  5. To Schedule (All) view and mark status as "Scheduled"