I suggest either term could be relevant for your business to use since, depending on the size and type of business, the emphasis may need to be more on governance to control the use of AI, to manage the risk, or more about making the most of the opportunity by using AI in a positive rather than a negative way. So the purpose of each is:<\/p>\n
- \n
- Using AI for Marketing governance policy<\/strong> - Emphasis on controlling use of AI to reduce risks of reputational damage<\/li>\n
- Using AI for Marketing playbook<\/strong> - Emphasis on use AI to improve marketing effectiveness.<\/li>\n<\/ul>\n
See our article explaining Marketing Playbooks<\/a> to understand the benefits of encouraging teams to follow a playbook to improve marketing effectiveness is a business.<\/p>\n
Whatever you call your document, many of the sections will need to be the same, so, towards the end of the article. Business Members can use our AI and governance policy template<\/a> to structure this document.<\/p>\n
\n\n \n
\n <\/a>\n <\/div>\n \nDownload our Business Resource \u2013 AI and governance policy template<\/strong><\/p>\n
Create your own AI and governance policy using Smart Insights simple template to improve brand transparency and set content rules.<\/p>\n
Access the AI and governance policy template<\/a><\/p>\n <\/div>\n <\/div>\n
Why an AI marketing policy or playbook is needed<\/h2>\n
You may remember Mark Schaefer\u2019s excellent Content Shock concept and infographic<\/a>, which highlighted the challenge of the growth of content marketing. But this was published ten years ago, and with AI this challenge has become greater still. Although many poor examples of AI content quality don\u2019t get cut through and to be effective, AI-generated content must pass the Marketing 101 tests of effective marketing content. Effective content must:<\/p>\n
- \n
- Engage audiences to support conversion to lead and sale to support business goals<\/li>\n
- Improve the reputation of brands and businesses by alignment with brand value<\/li>\n
- Provide Google with positive organic search signals through good dwell times<\/li>\n<\/ul>\n
The danger is, that without practical controls, using AI for marketing may achieve the polar opposites of these goals. The risk is that if the opportunity of using AI for copywriting isn\u2019t managed and it gives rise to the problems I outline below.<\/p>\n
What parts should an AI governance policy for marketing should contain?<\/h2>\n
With governance policies, it\u2019s best to start by considering the risks, i.e. what the risks are, rating their probability and impact, and how they can be mitigated. This recent survey reviewing The Marketer and the Machine<\/a> highlights some of the main risks. The survey sample was 500 B2C marketers in the US (250) and UK (250) at director-level or above at companies with 500 or more employees and $500+ million in annual revenues. This adds to our coverage of the practical risks of ineffective we looked at above by presenting some of the ethical risks<\/p>\n
![\"\"](\"https:\/\/www.smartinsights.com\/wp-content\/uploads\/2023\/12\/AI-marketing-governance-concerns.png\")
<\/p>\nAdding these ethical risks to the practical risks I mentioned earlier, gives these five types of risks that must be managed through an AI marketing policy:<\/p>\n
- \n
- Content quality risks that make copy and visuals ineffective in supporting marketing aims for channels like organic search or email marketing<\/li>\n
- Reputational risks from poor quality or off-brand content<\/li>\n
- Customer privacy risks<\/li>\n
- Ethical risks from not recognizing Diversity and Inclusion (avoiding discrimination)<\/li>\n
- Intellectual Property risks - security and legal<\/li>\n<\/ul>\n
When I\u2019ve talked to marketers at conferences recently, I\u2019ve found quite a few in larger organizations are discussing or have set up policies to make sure AI is used in the right way commercially and ethically.<\/p>\n
This is less relevant for smaller organizations, but every business should consider what AI should be and shouldn\u2019t be used to support their goals. Business Members can use our template to determine the scope or policy required for their current organizational usage.<\/p>\n
\n\n \n\n <\/a>\n <\/div>\n \nDownload our Business Resource \u2013 AI and governance policy template<\/strong><\/p>\n
Create your own AI and governance policy using Smart Insights simple template to improve brand transparency and set content rules.<\/p>\n
Access the AI and governance policy template<\/a><\/p>\n <\/div>\n <\/div>\n
An example AI for marketing policy for Smart Insights<\/h3>\n
To help advise others on structuring a policy we\u2019re following good practice ourselves and have created our own playbook. We call it this since as a small business, our main aim is using AI to improve our communications effectiveness while maintaining our brand effectiveness. The emphasis is on copywriting since we don\u2019t invest in using AI to improve targeting outside of Google and LinkedIn Ads, although we have tested AI targeting in email marketing in the past.<\/p>\n
Section 1. What we use AI for content and copy creation for<\/h4>\n
This explains the use cases for different marketing activities for which we use AI. It explains what\u2019s in and what\u2019s out!<\/p>\n
Promotional product content<\/strong><\/p>\n
We use ChatGPT to support our writing process, e.g. engagement hooks in copy.<\/p>\n
We don\u2019t use ChatGPT for creating product or promotional content out-right.<\/p>\n
We use Custom Instructions<\/a> to tailor content for our products and audience.<\/p>\n
We use some AI generated images via the ChatGPT Plus version (DALL-E)<\/p>\n
Product content<\/strong><\/p>\n
Our product is digital, comprising downloadable templates and e-learning courses advising how to improve marketing effectiveness and knowledge. Since these are based on real-world expertise and deployment developed over many years we don\u2019t use AI for these currently.<\/p>\n
We have developed a Custom GPT<\/a> based on Smart Insights expertise, but see its application as limited currently since it requires Members to use the Plus licence which few have. We are planning to refine and offer this.<\/p>\n
We have reviewed whether AI generated video is suitable and don\u2019t think the quality is there yet. (Tools for testing AI-based videos are highlighted in our Quick Win).<\/p>\n
Web blog content<\/strong><\/p>\n
We use ChatGPT as a collaborative tool to structure the skeleton of new blog content - headings and titles. We may use it for some content development, but have found in our tests that human generated text is most effective for what we are creating.<\/p>\n
Email marketing<\/strong><\/p>\n
We use ChatGPT to review alternative headlines which we test or select and then amend.<\/p>\n
We don\u2019t use ChatGPT for generating full body copy for email, but may use it for structuring emails, understanding approaches.<\/p>\n
Social media updates<\/strong><\/p>\n
We use ChatGPT to generate alternative headlines for social media, e.g. LinkedIn updates and to add Emojis to these. We don\u2019t see the value of using ChatGPT to write body copy since generally it\u2019s not authentic and editing time takes longer than original content.<\/p>\n
Section 2. How should we use AI to support the copy plan-edit-review process?<\/strong><\/p>\n
We mainly see Generative AI tools as part of a collaborative writing process between the author and AI.<\/p>\n
We use the free AI tool Grammarly<\/a> to review all web copy and extensions to check links.<\/p>\n
A separate human-based review of all human and AI-generated blog and member content must be completed!<\/p>\n
Section 3. Which tools do we use?<\/strong>
\nMost in the team use the standard ChatGPT which we find adequate for the use-cases listed above.<\/p>\nWe have a licence for ChatGPT Plus to explain the features in our content for premium members and for R&D.<\/p>\n
We use Google Bard<\/a> for summarizing PDFs since it seems superior for this. It\u2019s also better for more current information since the LLM is more up-to-date.<\/p>\n
We have reviewed the plugins available for ChatGPT Plus and prompting tools like the AIPRM Chrome extension, but don\u2019t consider these worthwhile.<\/p>\n
Alternative paid copywriting tools<\/strong><\/p>\n
We have also reviewed these tool. In particular Jasper provides templates that help define common processes and procedures for using AI in a team.<\/p>\n
- \n
- Jasper.AI<\/a>\u00a0\u2013 Offers to write long content such as blog posts, reports email and stories in 25 languages<\/li>\n
- Writesonic<\/a>\u00a0\u2013 Offers AI article ideas or posts, landing pages, SEO articles, Facebook and Google Ads<\/li>\n
- Hyper Writer<\/a>\u00a0\u2013 Includes a Blog creator, Facebook and LinkedIn Post Creator and Email responder<\/li>\n<\/ul>\n
These provide more control for larger businesses and agencies through templates for different tasks, but the cost of these is currently worthwhile for us.<\/p>\n
Predictive Analytics tools for improved audience targeting<\/strong><\/p>\n
Smart Insights has engaged in a major data analytics project that involved using machine learning to predict the propensity of our Free Members to upgrade to our premium subscriptions package. This propensity could then inform how we target offers at Free Members. The approach is described in our Members AI and Machine Learning briefing<\/a>.<\/p>\n
Section 4. What is our privacy policy for protecting customer and employee information?<\/strong>
\nWe have reviewed the risk and impact of our use of Generative AI will infringe customer or employee privacy. We believe this risk is low for generative AI.<\/p>\nNote that OpenAI\u2019s usage policies generally advise against sharing private or sensitive data.<\/p>\n
Section 5. How are we protecting our intellectual property (IP?)<\/strong><\/p>\n
When new product information or details of team member research are entered into a tool such as ChatGPT there is a theoretical risk since it is stored on a separate server which OpenAI employees could access.<\/p>\n
We don\u2019t consider this a major risk.<\/p>\n
Other examples of AI Marketing policies<\/h3>\n
There are relatively few published examples of AI policies, but you may these useful to inform your approach:<\/p>\n
- \n
- The Responsible AI Manifesto for Marketing and Business \u2013 Marketing Artificial Intelligence Institute<\/a><\/li>\n
- Essential AI Principles and Policies for Creating Marketing Content \u2013 Zoe Communications<\/a><\/li>\n<\/ul>\n
The Zoe Communications principles are interesting since they show that they don\u2019t currently see ChatGPT as suitable for writing articles on their or their client\u2019s blogs on its own, but it is suitable for use in their blog writing process and for social media posting.<\/p>\n
\n - Essential AI Principles and Policies for Creating Marketing Content \u2013 Zoe Communications<\/a><\/li>\n<\/ul>\n
- Writesonic<\/a>\u00a0\u2013 Offers AI article ideas or posts, landing pages, SEO articles, Facebook and Google Ads<\/li>\n
- Jasper.AI<\/a>\u00a0\u2013 Offers to write long content such as blog posts, reports email and stories in 25 languages<\/li>\n
- Using AI for Marketing playbook<\/strong> - Emphasis on use AI to improve marketing effectiveness.<\/li>\n<\/ul>\n