How to Automate Social Media Lead Generation and Engagement

automate social media

Marketing ideas are floating everywhere. Tips and tricks of social media lead generation are plenty across the web. There are also some great articles on it with a handful number of resources to motivate you to do a better job. However, that’s definitely not enough for a marketer when it comes to ensuring the maximum yield at minimum effort.

A lead generation campaign through social media includes both creative as well as stereotype activities. Both of them stand equal in terms of importance, effort, and returns. Unless you automate lead generation mechanism and save time, you cannot really focus on applying lead acquisition strategies.

Unfortunately, many marketers’ day end at manually submitting the posts in SM channels, giving feedbacks, collecting analytical data from the SM tools, and preparing graphical charts for analysis and reporting. For them, devising new post creation strategies, analyzing engagement models and taking corrective decisions are more important than spending hours on mundane tasks.

A social media automation tool ensures that …

  • Your social account get fresh content consistently.
  • You have better control over lead generation strategies.
  • You save critical hours by auto scheduling certain manual and error-prone tasks.

The fact is that not every marketer is exposed to the power of tool based automation because of awareness problem. Social media automation tools can really make a difference in how you want to optimize your marketing dimensions and efforts. Given a choice, every marketer would happily give up certain social media jobs that a machine is better at and invest quality time in producing better feeds and analyzing their responses.

In this article, we will take a look at the time-saving social media lead generation activities that can easily be performed with a tool. We will also learn how automating the social fact-finding jobs through tools helps in filling sales funnel. Twitter and LinkedIn, being the most popular B2B social channels have been considered for describing the automation scenarios in this article.

Multiple SM Accounts Management

Managing Facebook, Twitter, LinkedIn, YouTube, Slideshare, Google, and other major social channels have got easier with centralized access from social media automation tools like Hootsuite, Social Oomph. You have single sign-on facility to set up, run and manage all the basic SM operations like writing new posts, giving a reply, comments, sharing others’ posts that you usually do from separate accounts. This saves time and presents you a comprehensive platform for better accounts management.


Let us take an example of how Hootsuite enables your team to automate the entire campaign management plan and activities. You just need to log into Hootsuite tool and allow one-time access to your FB, Twitter, or LinkedIn account. The system automatically invokes all the information from your social accounts such as friends, followers, likes and allows you to do everything you used to do through separate logins. You can view social analytics using custom dashboards and generate PDF reports for management’s visibility.



Social Prospects Identification, Qualifying, and Building

The process is like finding a needle in a haystack. You cannot manually filter thousands of Facebook friends or Twitter followers based on their interest level and then categorize them for further engagement. It is a hefty job and involve continuous monitoring on a daily basis. Using social media automation tools like Socedo, Sprout Social you can set custom criteria for qualifying social prospects and start interacting with them for follow-up actions.

Let us take an example of how Socedo automates the lead identification and filtration process. As a marketer, you may want to discover relevant Twitter prospects based on some business criteria and start engaging with them for conversation or conversion. The tool analyzes Twitter prospects based on their profile summary and daily activities and presents you with a filtered list of target audience based on your chosen profile category such as IT Professionals, Software Engineers, Entrepreneurs, etc. You may further narrow down the prospect list by adding more search criteria like conversational keywords in tweets or bio keywords in twitter description.

Prospect Search through Socedo

Continuous Prospect Engagement

Once the social prospects are identified easily, the next step is to nurture them with regular feeds and build an intelligent auto-response mechanism. A tool can create a customizable workflow of standard operations that you want to run for an approved prospect. The process is simple. You help the tool know your selected list of Twitter prospects on an incremental basis and the tool will do the routine jobs on behalf of you.

For example, with Socedo, once you get started, the system automates certain obvious operations such as favoring tweets automatically, following them up after a certain interval or sending direct messages for the follow backs. You may also want to set up a goal for this entire activity. For example, you want them to visit your website landing page or start interacting with yours sales executives.


Fig: Lead identification to Engagement Cycle

Thus, what you get is a pool of relevant and qualified Twitter prospects in your sales pipeline based on your own search criteria, that too at almost no effort. Such tool acts as a completely automated and intelligent lead generation machine saving a considerable amount of man hours.

Monitoring Prospect Activity and Conversions

Generating social lead performance report is the stepping stone to get connected with top people in your industry. You not only need to find new prospects but also view prospect engagement report real-time. With the advanced functionalities of an automation tool, you can add critical business insights to custom prospect generation criteria and your engagement with social leads.

For example, Quintly — a social media analytics tool allows you to track, benchmark and optimize social media performance with time.

Quintly Custom Dashboard

Using Socedo, you can track how many of your discovered Twitter or LinkedIn prospects have been acted on and how many have been missed due to no action. You can also find how many prospects you acted on have been approved by you for the further level of interactions, or have been declined due to some predefined reasons. Other useful counts like Twitter follow backs, direct messages, link clicks along with charts for audience growth are also readily available on a daily/weekly/monthly basis with social media automation tools.

Socedo Prospect Engagement Dashboard

The best part of using such tools is that you can build lifetime prospect criteria reports that show:

  • What are the different types of keywords you selected for filtering prospects such as conversational keywords, bio keywords or location based keywords based on your business priorities?
  • How many of the prospects do match to those targeted keywords?
  • How many prospects have been approved and responded to?
  • How many Twitter prospects have followed back you or added you to their LinkedIn connections?

Such comprehensive analysis of social leads gives you a clear indication of what made you get more Twitter follow backs, LinkedIn connections, and link click-through and how you can improve the results. You will be surprised to know that such lead nurturing process have better response rate and higher click-through rate (CTR) than any standard email campaign.

Once you start getting benefits from an automated social lead generation tool, the next step is to convert the saved man-hours into monetary values and then compare the number of conversions before and after adopting the tool. This will give you the actual ROI of your investment in social automation tool.

If you have used any social media automation tools different from the above and have been able to maximize ROI, please mention them below in the comments section. Our readers may find them useful.

Automation Concept Photo via Shutterstock, Other images: HootSuite, Social Oomph, Socedo, Quintly 9 Comments ▼

William Johnson William Johnson belongs to the most creative field of digital media - web design. He is currently an Editor at Big Eye Deers and he is obsessed with the latest trends in ecommerce, SEO and social media analytics. He has been a regular contributor to leading online portals such as SEMrush, Small Business Trends and SocialMediaToday.

9 Reactions
  1. As much as I love creating systems and having automated processes in place, it just has very little place in social media these days.

    Nobody reads twitter feeds of someone who auto-shares a bitly link every hour. When was the last time you really interacted with someone who has obviously auto-scheduling like that? Maybe if it’s a person, but never if it’s a brand.

    Plus, there is always the chance that the public attention will shift to something very sad and you will tweet/post something horribly out of context. Events like the Paris attacks are a great example of where real people shut up, and your automated sales tweets can get you in trouble for being of poor taste.

    • I completely agree with Alex. Automation is dangerous, but can also be really efficient.
      I guess that we should find a balance between automation and real interactions.

  2. In this article we talk about social media tasks that can be automated like account management, lead identification, auto scheduling of posts, generating lead conversion reports etc. Tasks like creating social media contents can never be automated. Auto scheduling can be useful if used intelligently, For example, a company or a brand may auto-schedule SM posts for all its new publication releases or press release items. That does not stop you from manually writing a SM feed. Interactions can still be made manually for the real conversations from the notifications received from a tool. The tool makes the information handy.

    • Hi William, I thought these were some great examples the smart ways to use social media automation, and that “auto scheduling can be useful if used intelligently” really hit home for me. I work for a company that is creating an intelligent to that helps you automatically populate your social media schedule with the right posts to go out at the best times, all based on your past engagement data?

  3. Hey William
    Thanks for the informative article! With billions connected through the different social media platforms it becomes imperative for the platforms get due attention from businesses. It is not just a medium to connect but also a platform that establishes a long standing direct relationship between the buyer and the seller. Utilizing it for lead generation can definitely drive results.
    Serrah Mark

  4. Though Socedo is a great tool it comes with a high price, especially for small businesses. Yes, you could potentially make that money back, but that’s no guarantee. Generally speaking many small business can’t afford to just throw money around to test. Could you recommend a less expensive alternative to oda.

  5. It is nice to know that there are lots of tools that you can use to automate your social engagement. I have been using Hootsuite for a long time now.