So you’ve decided to move beyond Facebook, LinkedIn and Twitter and ratchet up your social media, marketing and PR efforts. Congratulations! There are dozens of ways to take full advantage of the Web You.0 era.
Whether you’re embarking on a broader effort for personal or business reasons, there are a number of things that will help make the process go more smoothly. Some are must-haves in order to create key accounts.
Here is a recommended list of the top tools to set up, before you dive into the deep end of the social media spectrum:
Google Account
OK, you don’t have to have a Google account, but in my experience it will make your life much easier in several important ways.
Begin by creating a new account, specific to your social media campaign. In other words, unless you’re doing this strictly for personal use, do not associate your social media accounts with an existing, personal Google account. Instead, set up one tied to your organization’s name. In a few minutes, you’ll have the full arsenal of Google toys to enjoy.
Gmail:The first thing you’ll benefit from is a Google Mail (Gmail) account. This is both an ideal email address and a full bore system to use when setting up other social sites, for a couple reasons:
- You can set up filters in Gmail to easily and automatically organize and archive emails. For example, you can create filters (Gmail’s answer to folders) for various types of social media sites, like Audio Sharing Sites, Image Sharing Sites, Social Bookmarking Sites, Social Networking Sites, etc. As you set up new social sites, you will specify how the emails you receive from each domain should get filed. You can also set up rules to forward certain emails, send auto-responses and more. It’s well worth your time to activate and learn Gmail’s keyboard shortcuts, too.
- Many social media sites allow you to look up and connect to friends using your Gmail address. This is especially helpful if you already have an active Gmail account; if you don’t, think about importing your contacts into Gmail prior to expanding your social media campaign.
Google Docs: With a Google account, you also get the benefits of Google Docs. You can use this to create online documents and spreadsheets to keep track of all the social sites you join, including user names, passwords, profile information, answer to any “secret questions” for lost passwords, etc. Most importantly, you can share key information with specific people and set permissions on whether they can just view or edit items. I recommend creating a spreadsheet with multiple tabs for accounts like Microblogs, Audio Sharing Sites, Content Sharing Sites, Social Bookmarking Sites, etc. Notice how this structure can correspond to the same filters you set up in Gmail.
Google Calendar and Google Reader: In addition to Gmail and Google Docs, you get Gcal and Google Reader. Both are valuable. Google Reader is especially useful for subscribing to various RSS feeds, which the majority of social media sites offer in one form or another.
Yahoo Account
You might wonder, why would I need both a Google account and a Yahoo account? The main reason: you must have a Yahoo ID in order to use Flickr and Yahoo Video. For Flickr alone, it’s worth going through the hassle of getting a Yahoo ID. If you aren’t going to use Flickr, you can ignore Yahoo (and Yahoo Video).
When you sign up for a Yahoo account, don’t worry if the email address you want is taken at the main @yahoo.com URL; you can also try @ymail.com or @rocketmail.com (check for both options during the signup process).
Personal Information
Many social media sites are tied to a real person, as opposed to a faceless company. So you need to be prepared to designate or create a personal page or presence in many instances. For corporations and other entities, naturally this should be your CEO or another high-level person who will take responsibility for actually using the social channels you set up.
You will frequently be asked for demographic information when setting up social media sites, such as gender and birth date. You can’t skip it, though in some cases you have the option to show or hide this information publicly.
The essential personal details you’ll need to have on hand include:
- First and last name
- Gender
- Birthday (MM/DD/YYYY)
- Biographical information: I recommend a few variations of a bio or company description, one approximately 250 characters and another about 160 characters in length
- Interests: Common ones include your favorite book, band, city, movie, song, sport, TV show and website
- Company/occupation and role/title
Photo or Graphic
You will need a quality photo or graphic for your profile on most social sites. This will be used to create your profile image or avatar. If your purpose is social networking for a business, then use your logo or other promotional graphic; for personal networking, use a good photograph.
Your best bet is a square photo or graphic in the .JPG format, typically no larger than 2-4MB in size. Make sure you have several sizes and resolutions to choose from, such as a larger version of approximately 300×300 pixels and a smaller thumbnail of 100×100 pixels. A lot of the sites have built-in cropping tools, so you can always start with your highest resolution and scale it down. Having multiple options to choose from will make your set up experiences less frustrating.
Password Manager
Once you get in the groove of setting up multiple social media profiles, you’ll be entering a lot of passwords. It’s a very good practice to create unique, strong passwords for different sites.
Inexpensive software like 1Password (Mac) or RoboForm (PC) is a lifesaver. Both of the products mentioned will not only generate strong passwords for you, but also store these and auto-fill usernames and passwords later.
Also consider that some sites will only allow you to use letters and numbers in passwords. So a good one like #$ay@anything won’t work on one site, but will be fine elsewhere. Just another reason to have a password generator. If you can’t spring for $30-$35, at a minimum create several combinations of strong passwords that you can use interchangeably. (And good luck avoiding carpal tunnel syndrome as you tediously type your usernames and passwords over and over and over.)
Autofill/Copy-and-Paste Manager
Another time- and finger-saving device is software like Jumpcut (Mac) or ClipMagic (PC). These will store text items you copy to your computer’s clipboard, making it much easier to paste in long usernames, passwords, bios and other information as you move between social sites.
The Patience of Job
Be prepared to spend a lot of time as you sign up for social networking sites…set up your profiles…fill in a gazillion annoying captchas…upload and resize photos…and verify new accounts by email. As you progress, you will also need to make note of all URLs, passwords and other pertinent details in your Google Docs. You must stop and do this at the same time you complete the setup of each site, or else run the risk of forgetting vital information and locking yourself or your company out!
Finally, a comfortable chair and good lighting will help, too. Signing up for dozens of social sites is frankly a boring and laborious process, but it’s worth the effort in the long run.
Do you have any tips for software or other essential information to have on hand when signing up for social networking sites? Please leave them in the comments below.
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Photo credit: Mykl Roventine




February 28th, 2009 at 5:26 pm
Fantastic article, Brandon. I'm glad you mentioned it to me earlier. Setting up a bunch of Social Media sites can be quite time consuming, I'm sure. Thanks for the tips.
March 1st, 2009 at 2:20 am
Corey, thanks for your comment. The process of setting up social sites is similar to doing SEO and pay-per-click advertising, like you teach so well. The key is planning ahead and having a good methodology; otherwise, you definitely will waste a lot of valuable time.
March 4th, 2009 at 9:04 pm
the google/yahoo accounts are dead on brandon. I tell friends this all the time. I admittedly automatically judge someone with a hotmail/aol email in not so great of light. very cool tip on the password manager. I use a free one, but I think I will try out roboform and clipmagic.
Nice post. Would have been nice to have this toolkit 6 years ago, but that may have taken a little of the fun out of figuring it out for myself. I think the more savvy digital argonauts should always be proud of their previous learning curves,
March 9th, 2009 at 7:31 pm
Jason, this is true (about the ubiquitous use of AOL, Gmail or Yahoo accounts by people). They are fine for PERSONAL use, but don't look good for professional purposes.
I should have been a bit more clear, however, that for social media it helps to have these accounts as a means to an end (like getting a Flickr account with a Yahoo ID). I did not mean to imply that anyone actually publicly use these new email addresses for business or personal use per se; they can just be set up and used for administrative use with the services I mentioned.
March 28th, 2009 at 2:07 am
Great tips — loved the one about the password manager — I will vouch for 1Password on a MAC — WOW is it good — you got a MAC just buy it — for PC did not know that one – -so thanks – -I run my SEO off a PC seeing most software is PC based and my MAC is a little old for running VMWare well …
WHAT I WOULD LOVE TO KNOW if anyone knows is a software tool for creating accounts on Social bookmarking sites — I came across one but was built into hyped software product.
If anyone knows of any would love to know — been looking now for a month — maybe I should set up a service for 25$ a hit or something and get my guys in India to service everyone …
Thanks again for the aricle
David
April 3rd, 2009 at 2:17 pm
David, as far as I know there is no software for creating accounts on social media sites (you mentioned bookmarking sites, but I'm being more general here). Right now, there are just too many different variables depending on the site, that I'm not sure how one tool could tie into them all. But with the growth of services like Facebook Connect and Google Friend Connect, we'll probably start seeing tools like this come along in the not-too-distant future.