Social Media Productivity Tools for #FinCon15

Social media shouldn’t be a massive time suck. Especially at a conference where you're trying to build relationships face-to-face. So, how do you strike an efficient balance? Productivity tools. Here’s what I’m relying on to keep me on top of my social media game at FinCon.

Essential Pre-Conference Preparation

Is your branding consistent across all channels?

You may have noticed my website got a major facelift. It’s been long overdue. And my new logo means a fresh look for my social media channels. I changed my headers last night. If your branding isn’t consistent, now’s the time to make updates. Here’s a good cheat sheet for image sizes.    

Do your social media profiles have the same profile picture? Does it look like you?

When I was anonymous, I used my logo for all my profile pictures. But now that I’ve been out of the blogging closet for a year (woo-hoo!) I prefer using a headshot. It feels a lot more personal.

This weekend, I updated my profile picture across all channels. As much as I love last year’s Salvador Dali costume, I realized the image might be confusing to someone who’s not sure if the bushy eyebrows and moustache belong to the same person they’ve just met.

Is your bio the same across all channels?

Another thing I recently updated. My Instagram bio was “Did somebody say free cupcakes?” And that’s it. Clever? Maybe. On brand? Probably. But, again, confusing for people trying to connect.

Have you scheduled content for the days you'll be at the conference?

How many of your readers know what FinCon is? Let’s face it. It’s really easy to get sucked into the personal finance blogger vortex. Social media is an incredibly powerful networking tool. But your followers are still looking for regular content.

Get ahead with scheduling tools like Buffer or Hootsuite. I love using both for Twitter. For Facebook, I usually schedule content directly from the app.  

Staying on Top of Twitter

Ever wondered how brands manage to be so active on Twitter during a busy conference?

I worked my company’s booth at Emma’s Marketing United a few months ago. Over a couple of days, I spoke with dozens of people, attended some killer panels, and still managed to build brand awareness by participating in key conference conversations. How? TweetDeck!

Below is the exact dashboard I’ll be using for FinCon. And here’s how to set it up:

  1. Click the “Add column” plus sign on far left side of the dashboard.
  2. Select “Search.”
  3. Enter your search term: #FinCon15, #Plutus15, #XYPN15, #IgniteFinCon
  4. Click the blue “Add Column” at the bottom of newly created column.

Screen Shot 2015-09-13 at 10.19.26 AM

Brand and Influencer Monitoring

Want to know what’s being said about your brand or an influencer in real time? Add your own search terms to the dashboard. Here’s what I’ve added:

“Cashville Skyline”

CashvilleSkyline (note: this even tracks shortened URLs!)

“Kate Dore”


Productivity Tips

  • Set up your dashboard in advance. You’ll be all set for easy monitoring during the conference. It only takes a few minutes.
  • Get comfortable with the platform. Try following, @ replying, or sending a direct message directly from the dashboard. Interesting conversations have been happening for months!
  • Shift columns throughout the event, depending on priority.
  • TweetDeck works best with a larger screen. I prefer to use it from a tablet or laptop.

Topi, FinCon’s Addictive Official App

Have you downloaded FinCon’s official event app? Warning: all productivity will cease once this addictive app has been installed onto your phone. It doesn’t help that there are 5 iPad Minis up for grabs!

But, seriously, this app gives you direct access to everyone who’s using it, a community chat room, the agenda, speakers, sponsors, exhibitors, and more. Plus, you can connect your social networks. Great move, FinCon.

Reconnecting After the Conference

Looking to reconnect with business prospects a few days after the conference? Chances are you probably spoke to dozens of people. And that’s awesome! But it might be tough to remember a lot of distinct personality characteristics.

That’s where Crystal comes in handy. Equal parts creepy and cool, Crystal analyzes a person’s social media profiles to form a personality profile. And it includes suggestions for communicating with them. Pretty crazy, right?     

Not going to lie. When I first learned about Crystal, I immediately searched for all of my present and previous co-workers. And I shared my friends’ profiles with them. The consensus? Eerily accurate.

Screen Shot 2015-09-13 at 12.30.17 PM

Finding Post-Conference Mentions

You networked like crazy for four days. Now you want to see who’s talking about your brand post-event. Enter: Mention.

Mention allows you to create alerts from various brand mentions around the web. And they offer one alert for free, so I’ve set up mine for “Cashville Skyline” or “CashvilleSkyline” or

Here’s what my dashboard looks like for mentions from the past few days. I really like how Mention highlights and scrolls down to your alert when you click on the right panel.

Screen Shot 2015-09-13 at 11.32.47 AM

Bonus Social Media Hacks

Are you familiar with IFTTT? IFTTT allows you to connect apps to set up various automated tasks. These are called “recipes.” I dug through the list and found several that may come in handy for FinCon:

Are we connected on social media? Find me on Twitter, Facebook, LinkedIn, Instagram, Google+, and Pinterest. And if you’re going to be at FinCon, please don’t be a stranger!  

Readers: What are your go-to conference productivity tools?  

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Discussions — 6 Responses

  • Valerie Rind September 14, 2015 on 5:55 am

    Thanks Kate, good to see who’s behind Dali! I use Hootsuite instead of Tweetdeck but I think they’ve got the same basic features. See you soon!

  • Tony @ Investing Track September 14, 2015 on 7:26 am

    I used to use twitter and social media a lot, but lately I’ve mostly stopped. I find that the ROI for social media is declining. Perhaps it’s because there’s so much content on social media sites that individual messages are being drowned out. I remember when my tweets used to get like 300 impressions. Nowadays, a tweet that gets 40 impressions is a “good” tweet.

  • Tonya@Budget and the Beach September 14, 2015 on 9:10 am

    Love the new look! I actually decided to go against the grain a little bit and try and experiment to be way more present at Fincon, meaning less time on the phone and really make an effort to be in the moment with meeting people and giving them my full attention. I downloaded that fincon app and can totally see how that would be a major time suck. lol. I’m pretty sure if I was buried in my phone 24/7 I’d still have no chance of winning an iPad mini, so I’m going to try and “win” and being very present.

  • Shannon @ Financially Blonde September 14, 2015 on 9:32 am

    I am SO glad that you mentioned your site got an overhaul because I was feeling bad that maybe I haven’t been here in too long. Anywho, it looks great and these are all awesome suggestions! FinCon is such a great opportunity for people, but you have to be smart about how you approach it and specifically how you follow up after it. Can’t wait to see you in a few days!!

  • Alexander @ Cash Flow Diaries September 14, 2015 on 2:24 pm

    Really digging the new look. Congrats. Ill look for you at FinCon and say hi! 🙂 I think I will post a personal pic of me on my blog for sure after I come out of the bloggers closet as you put it. Ha! Its just difficult with mine because I actually post some real deal super detailed financial stuff about me and I feel safer knowing people dont know who I am.

    At least normal online people. Im not worried so much about us bloggers.

  • JC @ Personal Finance Utopia September 15, 2015 on 9:41 am

    Without a doubt, your new layout is a big improvement. Looks sharp.


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