Social Media University: Instagram

07/19

SOCIAL MEDIA UNIVERSITY: INSTAGRAM

STARTING YOUR INSTAGRAM-FOR-BUSINESS JOURNEY

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1 TODAY’S PAGE 3 INTRODUCTION PRESENTATION Why Use Instagram for Your Business? After going through this course, you will PAGE 7 know the basics of using Instagram for your CHAPTER 1 Introduction to Instagram business, and have the steps to create your 07 own Instagram business page. PAGE 15 CHAPTER 2 15 Creating an Instagram Business Page

PAGE 20 CHAPTER 3 20 Posting and Engaging 2 Why use Instagram for your business?

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Social Media F Introduction to Instagram

7 WHAT IS INSTAGRAM?

NAVIGATING THE WORLD OF INSTAGRAM In order to be discoverable, you’ll need to create an Instagram business page. Before you can do that, however, Instagram requires you to first create a personal page for your business. You will then transform that personal page into a business page. CHA P T E R 1

8 INSTAGRAM BASICS NAVIGATING THE INSTAGRAM HOMEPAGE

CREATE AN INSTAGRAM POST: If you click this button you can then select a photo(s) or Health Wealth video(s) to post onto your Instagram feed. NEWS FEED: The default view displaying content from any individuals, brands, and interest-based pages you follow. CREATE AN INSTAGRAM STORY: Here you can post photos, videos, polls, questions, and more to your story. Stories are posts that appear at the top of the Instagram app and disappear after 24 hours. Check with your legal council before USING this functionality. WATCH INSTAGRAM STORIES: When other Instagram users you follow create stories, they

will appear here. Simply click to watch. CHA P T E R 1

9 INSTAGRAM BASICS NAVIGATING THE INSTAGRAM HOMEPAGE (CONT.)

YOUR PROFILE: Here you can view your Instagram profile. Health Wealth SEARCH: Here you are able to search for people or hashtags that you would want to follow. Instagram automatically populates this area with content they believe you would like. DIRECT MESSAGE: You can view and reply to your Direct Messages here. If you are mentioned in a story it will show here as well. YOUR ENGAGEMENT: When a user likes or comments on your post, or begins to follow you, you’ll receive a notification in this section. CHA P T E R 1

10 CHAPTER 1 11 you the the post. go along direct using each other users’ to to a of video, etc. etc. video, to to multiple them them top top visual visual to to reply a through through video, video, photo, the the CONTENT it or have have each each like like share share must must also or with post. BASICS SHARES: users can react you the post, Along Along name appear at INSTAGRAM INSTAGRAM with the the Users Users can content, on OF visual. visual. dialogue. profile each post, post, each a story. story. the the caption caption and For a single photo, multiplesingle photo, photos, PIECE PIECE a their their pieces of comment A creating creating – picture create create or on AUTHOR: copy. to to viewing viewing button, COPY: VISUAL:

the accompanying accompanying profile

comments REACTIONS, COMMENTS, AND COMMENTS, REACTIONS, When “Like” message Users Users can post more. and videos, with Text ableare POST PROFILE The POST

NAVIGATING NAVIGATING INSTAGRAM Creating an Instagram business page

15 66

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A Out ON johnsmith_tan Complete your Profile account “Your Transamerica select Then similar ( Fill your 3. 2. 1. STEPS CREATING CREATING A BUSINESS PAGE

By converting your personal page to a business page, you’ll unlock some useful features:

STEPS ON THIS PAGE 1. To convert your personal page to a business page, first go to Edit Profile and choose “Try Instagram Business Tools” 2. Next choose the “Business” option for your page CHA P T E R 2

16 Next, complete your Instagram Business Page by following the steps:

STEPS ON THIS PAGE 1. Choose the category that you want to be listed as (e.g. Local Business) 2. Fill out your contact information 3. If you have a Facebook business page, connect your Instagram page to it CHA P T E R 2

17 CHAPTER 1 18 Transamerica Agency Network Agency Transamerica – YourLocal Financial Professional Denver, CO Denver, Enthusiast Music Looking Out For Your Wealth+Health Your For Out Looking ☺ ♫ © ۩ LaRosa Shelton LaRosaShelton to to be viewing viewing to to edit edit across across their page page their order order on user posts in in for those appear in a profile. bio will edit highlight this by clicking clicking by this When When a your message message PROFILE post BASICS in in represent themselves the the to to represent themselves can editcan post as to to 201). user You the the this by clicking clicking by this content user their account. account. their the the personalized a save save on by the the INSTAGRAM Instagram by can can followers. can editcan in in create create AN publishes chosen chosen You they they gain that that can can PICTURE: chosen chosen user HIGHLIGHTS: Instagram. a on and

you story profile. Include Tip: hashtags handle

HANDLE: photo chronological order order chronological their (more found profile. & FEED When BIO: Here your IG The across PROFILE A Instagram.

NAVIGATING NAVIGATING INSTAGRAM The next screen is your profile as it stands today. In order to complete your profile, we’ll need to fill out a few more details:

STEPS ON THIS PAGE LaRosa Shelton – Transamerica Agency Network

Now that you have a completed business ۩ Your Local Financial Professional .1 © Looking Out For Your Wealth+Health ☺ Denver, CO page you will want to find other people to ♫ Music Enthusiast follow. Click the search button in order to find people to follow. (e.g. Transamerica, transamericaagencynetwork, existing clients) 2. After that you can start creating content. Our next section will take you through that process. Prior to doing that, please adhere to your legal and compliance guidelines on obtaining account approval. CHA P T E R 2

19 Posting and engaging

20 POSTING & ENGAGING

POSTING AND SHARING ON INSTAGRAM Once your profile is ready to use, you’re ready to post content to your feed. When posting original content you will always include a photo, video, or boomerang. We’re going to take a look at how to do so. Additionally, once you start posting content other users may comment on those posts. How to engage with these comments, and best practices around those engagements, will be covered at the end of this presentation. CHA P T E R 3

21 PUBLISHING ORIGINAL CONTENT

There are two ways to post on Instagram: creating a brand new post or sharing other people’s content to your story. STEPS ON THIS PAGE 1. If you would like to create your own content, first create drafts and receive appropriate compliance approval. 2. Click on the “+” widget and then choose a photo to post 3. Once you choose your photo, type the words you would like to accompany your photo in the “write a caption” section. 4. You can also choose a location or tag people in your post. Adding a location is a great way to get your content in front

of people in that area. We recommend only tagging people if CHA they appear in the photo. P T E R 3

22 Now you’re ready to post on your timeline! Make sure you post at least once a week to keep your profile up-to-date.

STEPS ON THIS PAGE 1. After creating copy, selecting your location, and then tagging individuals who are in the post you will select “Share”. 2. Your post will then automatically appear on your profile. CHA P T E R 3

22 33 CHAPTER 3 4 22 4 click click piece of of piece a Then paper paper “Your “Your a first first to content, content, like like but story”. story”. and find ensure ensure Transamerica next next approved approved to else’s else’s your (looks (looks are from from to Network, Network, story. council post post button button someone someone those profiles profiles those content your legal legal accounts accounts “Share” button “Share” Agency Agency post. “Add to to it to “Done.” local blue blue message message to share share to owned like like select select - PAGE the the press your the either of of either the like like and to share share to to you’d . THIS click click and To.” Transamerica with with go the direct direct the invite you to share to share you invite ON would the the First, content Transamerica authors We or check Finally, Story”, Click airplane) “Send you 2. 1. 4. 3. you’ll need STEPS If ENGAGING & MESSAGING

Engaging with and messaging other users on Instagram Once you have a live profile, and begin actively posting, users may comment on your posts. Better yet, users may begin to message your account with questions. Either way, it’s best to keep a few things in mind when responding to anyone on Instagram. CHA P T E R 3

25 HOW TO DEAL WITH COMMENTS Comments can fall into three different buckets, and each bucket should be dealt with in different ways. As always, defer to your local legal council for best practices: 1. Question If a user comments with a question, it’s best to respond with an answer. If the answer requires personal information to be exchanged, ask that person to send you a private message. Or if that person is an existing client, pick up the phone and call them. 2. Comment – Positive If a user comments with something positive, it’s best to reply to them. This is a perfect way to begin to build that relationship. If you can’t think of a response, “like” their comment. 3. Comment – Negative If a user comments with a complaint or something else negative,

it’s even more important to respond. Express that you’re sorry CHA

they feel that way and ask them to send you a private message in P T E

hopes of resolving the issue. R 3

26 HOW TO DEAL WITH MESSAGES Messages allow you to discuss slightly more personal matters as they are private discussions. That said, it’s always best to move conversations to more secure channels like email or phone. When conversing in Instagram Messenger, keep the following things in mind: • Be appropriate and respectful • Use proper grammar • Never promise anything • Don’t admit fault, but be empathetic • Avoid abbreviations to remain more professional (thx, lol, etc.) CHA P T E R 3

27 YOU’RE NOW READY TO RUN AN QUESTIONS? INSTAGRAM BUSINESS PAGE

If you ever have any questions… • Ask your manager for their advice • Ask your respective compliance or legal officer • Contact us at [email protected] Q U E S T I O NS

29 Prior to taking this course, how did you feel about getting started on social media? (1 being “not at all prepared” and 10 being “completely prepared”)

1. 1 2. 2 3. 3 4. 4 5. 5 6. 6 7. 7 8. 8 9. 9 10. 10 After taking this course, how do you feel about getting started on social media? (1 being “not at all prepared” and 10 being “completely prepared”)

1. 1 2. 2 3. 3 4. 4 5. 5 6. 6 7. 7 8. 8 9. 9 10. 10 In my opinion, this course… (select one)

1. Didn’t help me at all 2. Helped me a little 3. Provided the expected value 4. Provided a bit more value than expected 5. Provided much more value than expected We’d love your feedback in order to make Social Media University better! What did you like? What would you change? Comment below:

1. No Feedback 2. [comment box] Where did you learn about Social Media University?

1. Social Media 2. Email 3. Transamerica.com 4. Someone in my office/agency 5. Someone outside my office/agency 6. Other