Color Theory 101: A Complete Guide to Color Wheels & Color Schemes

While text-based content is always important when seeking answers to a question, creating visuals such as infographics, charts, graphs, animated GIFs, and other shareable images can do wonders for catching your readers’ attention and enhancing your article or report. Knowing color theory and design can help you make content stand out.

I know what you might be thinking: “I don’t know how to design awesome visuals. I’m not creative.” Neither am I, yet I found a strength in data visualization at HubSpot, where I’ve spent most of my days creating infographics and other visuals for blog posts.

Consider this your introductory course to color theory, types of color schemes, and the use of palettes. We’ll be covering the following topics:

What Is Color Theory?
Why Is Color Theory Important in Web Design?
Color Theory 101
Additive & Subtractive Color Theory
The Meaning of Color
The Seven Color Schemes
How to Choose a Color Scheme
Color Tools

What is color theory?

Color theory is the basis for the primary rules and guidelines that surround color and its use in creating aesthetically pleasing visuals. By understanding color theory basics, you can begin to parse the logical structure of color for yourself to create and use color palettes more strategically. The result means evoking a particular emotion, vibe, or aesthetic.

While there are many tools out there to help even the most inartistic of us to create compelling visuals, graphic design tasks require a little more background knowledge on design principles.

Take selecting the right color combination, for instance. It’s something that might seem easy at first but when you’re staring down a color wheel, you’re going to wish you had some information on what you’re looking at. In fact, brands of all sizes use color psychology to learn how color influences decision-making and affects design.

Understanding how colors work together, the impact they can have on mood and emotion, and how they change the look and feel of your website is critical to help you stand out from the crowd β€” for the right reasons.

From effective CTAs to sales conversions and marketing efforts, the right color choice can highlight specific sections of your website, make it easier for users to navigate, or give them a sense of familiarity from the first moment they click through.

But it’s not enough to simply select colors and hope for the best β€” from color theory to moods and schemes, finding the right HTML color codes, and identifying web-accessible colors for products and websites, the more you know about using color, the better your chances are for success.

Read on for our designer’s guide to color theory, color wheels, and color schemes for your site.

Color Theory 101

Let’s first go back to high school art class to discuss the basics of color.

Remember hearing about primary, secondary, and tertiary colors? They’re pretty important if you want to understand, well, everything else about color.

Primary Colors

Primary colors are those you can’t create by combining two or more other colors together. They’re a lot like prime numbers, which can’t be created by multiplying two other numbers together.

There are three primary colors:

Red
Yellow
Blue

Think of primary colors as your parent colors, anchoring your design in a general color scheme. Any one or combination of these colors can give your brand guardrails when you move to explore other shades, tones, and tints (we’ll talk about those in just a minute).

When designing or even painting with primary colors, don’t feel restricted to just the three primary colors listed above. Orange isn’t a primary color, for example, but brands can certainly use orange as their dominant color (as we at HubSpot know this quite well).

Knowing which primary colors create orange is your ticket to identifying colors that might go well with orange β€” given the right shade, tone, or tint. This brings us to our next type of color …

Secondary Colors

Secondary colors are the colors that are formed by combining any two of the three primary colors listed above. Check out the color theory model above β€” see how each secondary color is supported by two of the three primary colors?

There are three secondary colors: orange, purple, and green. You can create each one using two of the three primary colors. Here are the general rules of secondary color creation:

Red + Yellow = Orange
Blue + Red = Purple
Yellow + Blue = Green

Keep in mind that the color mixtures above only work if you use the purest form of each primary color. This pure form is known as a color’s hue, and you’ll see how these hues compare to the variants underneath each color in the color wheel below.

Tertiary Colors

Tertiary colors are created when you mix a primary color with a secondary color.

From here, color gets a little more complicated, and if you want to learn how the experts choose color in their design, you’ve got to first understand all the other components of color.

The most important component of tertiary colors is that not every primary color can match with a secondary color to create a tertiary color. For example, red can’t mix in harmony with green, and blue can’t mix in harmony with orange — both mixtures would result in a slightly brown color (unless of course, that’s what you’re looking for).

Instead, tertiary colors are created when a primary color mixes with a secondary color that comes next to it on the color wheel below. There are six tertiary colors that fit this requirement:

Red + Purple = Red-Purple (magenta)
Red + Orange = Red-Orange (vermillion)
Blue + Purple = Blue-Purple (violet)
Blue + Green = Blue-Green (teal)
Yellow + Orange = Yellow-Orange (amber)
Yellow + Green = Yellow-Green (chartreuse)

The Color Theory Wheel

Okay, great. So now you know what the “main” colors are, but you and I both know that choosing color combinations, especially on a computer, involves a much wider range than 12 basic colors.

This is the impetus behind the color wheel, a circle graph that charts each primary, secondary, and tertiary color β€” as well as their respective hues, tints, tones, and shades. Visualizing colors in this way helps you choose color schemes by showing you how each color relates to the color that comes next to it on a rainbow color scale. (As you probably know, the colors of a rainbow, in order, are red, orange, yellow, green, blue, indigo, and violet.)

When choosing colors for a color scheme, the color wheel gives you opportunities to create brighter, lighter, softer, and darker colors by mixing white, black, and gray with the original colors. These mixes create the color variants described below:

Hue

Hue is pretty much synonymous with what we actually mean when we said the word “color.” All of the primary and secondary colors, for instance, are “hues.”

Hues are important to remember when combining two primary colors to create a secondary color. If you don’t use the hues of the two primary colors you’re mixing together, you won’t generate the hue of the secondary color. This is because a hue has the fewest other colors inside it. By mixing two primary colors that carry other tints, tones, and shades inside them, you’re technically adding more than two colors to the mixture β€” making your final color dependent on the compatibility of more than two colors.

If you were to mix the hues of red and blue together, for instance, you’d get purple, right? But mix a tint of red with the hue of blue, and you’ll get a slightly tinted purple in return.

Shade

You may recognize the term “shade” because it’s used quite often to refer to light and dark versions of the same hue. But actually, a shade is technically the color that you get when you add black to any given hue. The various “shades” just refer to how much black you’re adding.

Tint

A tint is the opposite of a shade, but people don’t often distinguish between a color’s shade and a color’s tint. You get a different tint when you add white to a color. So, a color can have a range of both shades and tints.

Tone (or Saturation)

You can also add both white and black to a color to create a tone. Tone and saturation essentially mean the same thing, but most people will use saturation if they’re talking about colors being created for digital images. Tone will be used more often for painting.

With the basics covered, let’s dive into something a little more complicated β€” like additive and subtractive color theory.

Additive & Subtractive Color Theory

If you’ve ever played around with color on any computer program, you’ve probably seen a module that listed RGB or CMYK colors with some numbers next to the letters.

Ever wondered what those letters mean?

CMYK

CMYK stands for Cyan, Magenta, Yellow, Key (Black). Those also happen to be the colors listed on your ink cartridges for your printer. That’s no coincidence.

CMYK is the subtractive color model. It’s called that because you have to subtract colors to get to white. That means the opposite is true β€” the more colors you add, the closer you get to black. Confusing, right?

Think about printing on a piece of paper. When you first put a sheet in the printer, you’re typically printing on a white piece of paper. By adding color, you’re blocking the white wavelengths from getting through.

Then, let’s say you were to put that printed piece of paper back into the printer, and print something on it again. You’ll notice the areas that have been printed on twice will have colors closer to black.

I find it easier to think about CMYK in terms of its corresponding numbers. CMYK works on a scale of 0 to 100. If C=100, M=100, Y=100, and K=100, you end up with black. But, if all four colors equal 0, you end up with true white.

RGB

RGB color models, on the other hand, are designed for electronic displays, including computers.

RGB stands for Red, Green, Blue, and is based on the additive color model of light waves. This means, the more color you add, the closer you get to white. For computers, RGB is created using scales from 0 to 255. So, black would be R=0, G=0, and B=0. White would be R=255, G=255, and B=255.

When you’re creating color on a computer, your color module will usually list both RGB and CMYK numbers. In practice, you can use either one to find colors, and the other color model will adjust accordingly.

However, many web programs will only give you the RGB values or a HEX code (the code assigned to color for CSS and HTML). So, if you’re designing digital images or for web design, RGB is probably your best bet for choosing colors.

You can always convert the design to CMYK and make adjustments should you ever need it for printed materials.

The Meaning of Color

Along with varying visual impact, different colors also carry different emotional symbolism.

Red β€” typically associated with power, passion, or energy, and can help encourage action on your site
Orange β€” joy and enthusiasm, making it a good choice for positive messaging
Yellow β€” happiness and intellect, but be wary of overuse
Green β€” often connected to growth or ambition, green can help give the sense that your brand is on the rise
Blue β€” tranquility and confidence, depending on the shade β€” lighter shades provide a sense of peace, darker colors are more confident
Purple β€” luxury or creativity, especially when used deliberately and sparingly on your site
Black β€” power and mystery, and using this color can help create necessary negative space
White β€” safety and innocence, making it a great choice to help streamline your site

Worth noting? Different audiences may perceive colors differently. The meanings listed above are common for North American audiences, but if your brand moves into other parts of the world, it’s a good idea to research how users will perceive particular colors. For example, while red typically symbolizes passion or power in the United States, it’s considered a color of mourning in South Africa.

While it’s possible to create your website using a combination of every color under the rainbow, chances are the final product won’t look great. Thankfully, color experts and designers have identified seven common color schemes to help jumpstart your creative process.

Let’s examine each type of color scheme in more detail.

1. Monochromatic

Monochromatic color schemes use a single color with varying shades and tints to produce a consistent look and feel. Although it lacks color contrast, it often ends up looking very clean and polished. It also allows you to easily change the darkness and lightness of your colors.

Monochromatic color schemes are often used for charts and graphs when creating high contrast isn’t necessary.

Check out all the monochromatic colors that fall under the red hue, a primary color.

2. Analogous

Analogous color schemes are formed by pairing one main color with the two colors directly next to it on the color wheel. You can also add two additional colors (which are found next to the two outside colors) if you want to use a five-color scheme instead of just three colors.

Analogous structures do not create themes with high contrasting colors, so they’re typically used to create a softer, less contrasting design. For example, you could use an analogous structure to create a color scheme with autumn or spring colors.

This color scheme is great for creating warmer (red, oranges, and yellows) or cooler (purples, blues, and greens) color palettes like the one below.

Analogous schemes are often used to design images rather than infographics or bar charts as all of the elements blend together nicely.

3. Complementary

You may have guessed it, but a complementary color scheme is based on the use of two colors directly across from each other on the color wheel and relevant tints of those colors.

The complementary color scheme provides the greatest amount of color contrast. Because of this, you should be careful about how you use the complementary colors in a scheme.

It’s best to use one color predominantly and use the second color as accents in your design. The complementary color scheme is also great for charts and graphs. High contrast helps you highlight important points and takeaways.

4. Split Complementary

A split complementary scheme includes one dominant color and the two colors directly adjacent to the dominant color’s complement. This creates a more nuanced color palette than a complementary color scheme while still retaining the benefits of contrasting colors.

The split complementary color scheme can be difficult to balance because unlike analogous or monochromatic color schemes, the colors used all provide contrast (similar to the complementary scheme).

The positive and negative aspect of the split complementary color model is that you can use any two colors in the scheme and get great contrast … but that also means it can also be tricky to find the right balance between the colors. As a result, you may end up playing around with this one a bit more to find the right combination of contrast.

5. Triadic

Triadic color schemes offer high contrasting color schemes while retaining the same tone. Triadic color schemes are created by choosing three colors that are equally placed in lines around the color wheel.

Triad color schemes are useful for creating high contrast between each color in a design, but they can also seem overpowering if all of your colors are chosen on the same point in a line around the color wheel.

To subdue some of your colors in a triadic scheme, you can choose one dominant color and use the others sparingly, or simply subdue the other two colors by choosing a softer tint.

The triadic color scheme looks great in graphics like bar or pie charts because it offers the contrast you need to create comparisons.

6. Square

The square color scheme uses four colors equidistant from each other on the color wheel to create a square or diamond shape. While this evenly-spaced color scheme provides substantial contrast to your design, it’s a good idea to select one dominant color rather than trying to balance all four.

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Square color schemes are great for creating interest across your web designs. Not sure where to start? Pick your favorite color and work from there to see if this scheme suits your brand or website. It’s also a good idea to try square schemes against both black and white backgrounds to find the best fit.

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7. Rectangle

Also called the tetradic color scheme, the rectangle approach is similar to its square counterpart but offers a more subtle approach to color selection.

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As you can see in the diagram above, while the blue and red shades are quite bold, the green and orange on the other side of the rectangle are more muted, in turn helping the bolder shades stand out.

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No matter which color scheme you choose, keep in mind what your graphic needs. If you need to create contrast, then choose a color scheme that gives you that. On the other hand, if you just need to find the best “versions” of certain colors, then play around with the monochromatic color scheme to find the perfect shades and tints.

Remember, if you build a color scheme with five colors, that doesn’t mean you have to use all five. Sometimes just choosing two colors from a color scheme looks much better than cramming all five colors together in one graphic.

Examples of Color Schemes

Now that you are familiar with color scheme types, let’s take a look at some in the wild.

1. Canva

Type: Monochromatic

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The use of blues and purples really make this monochromatic blueberry-inspired template stand out. Each shade builds on the next and provides ample contrast despite remaining within the same color family.

2. Newfoundland and Labrador Tourism

Type: Triadic

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As we mentioned earlier, nature is a great way to get inspiration for your color palette. Why? Because mother nature already has it figured out. Newfoundland and Labrador Tourism took advantage of these triadic shades to showcase the region’s natural beauty.

3. Daye

Type: Analogous

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Eco-friendly Women’s health company Your Daye uses a blend of pastels and earthy tones for its analogous color scheme. The effect is soothing and pleasing to the eye.

1. Leverage natural inspiration.

Once your site operations are solid, it’s time to start selecting colors.

Not sure what looks good? Take a look outside. Nature is the best example of colors that complement each other β€” from the green stems and bright blooms of flowering plants to azure skies and white clouds, you can’t go wrong pulling context from natural colors and combinations.

2. Set a mood for your color scheme.

With a few color choices in mind, consider the mood you want your color scheme to set. If passion and energy are your priorities, lean more toward red or brighter yellows. If you’re looking to create a feeling of peace or tranquility, trend toward lighter blues and greens.

It’s also worth thinking negatively. This is because negative space β€” in either black or white β€” can help keep your design from feeling too cluttered with color.

3. Consider color context.

It’s also worth considering how colors are perceived in contrast.

In the image below, the middle of each of the circles is the same size, shape, and color. The only thing that changes is the background color.

Yet, the middle circles appear softer or brighter depending on the contrasting color behind it. You may even notice movement or depth changes just based on one color change.

This is because the way in which we use two colors together changes how we perceive it. So, when you’re choosing colors for your graphic designs, think about how much contrast you want throughout the design.

For instance, if you were creating a simple bar chart, would you want a dark background with dark bars? Probably not. You’d most likely want to create a contrast between your bars and the background itself since you want your viewers to focus on the bars, not the background.

4. Refer to your color wheel.

Next, consider your color wheel and the schemes mentioned above. Select a few different color combinations using schemes such as monochrome, complementary, and triad to see what stands out.

Here, the goal isn’t to find exactly the right colors on the first try and create the perfect design, but rather to get a sense of which scheme naturally resonates with your personal perception and the look of your site.

You may also find that schemes you select that look good in theory don’t work with your site design. This is part of the process β€” trial and error will help you find the color palette that both highlights your content and improves the user experience.

5. Draft multiple designs.

Draft and apply multiple color designs to your website and see which one(s) stand out. Then, take a step back, wait a few days and check again to see if your favorites have changed.

Here’s why: While many designers go in with a vision of what they want to see and what looks good, the finished product often differs on digital screens that physical color wheels β€” what seemed like a perfect complement or an ideal color pop may end up looking drab or dated.

Don’t be afraid to draft, review, draft again and throw out what doesn’t work β€” color, like website creation, is a constantly-evolving art form.

How to Use Color Palettes

While color schemes provide a framework for working with different colors, you’ll still need to use a color palette β€” the colors you will select to use for your project. If you’re stumped about what colors to use, consider using a palette generator to get your creativity flowing.

Here are some best practices to make the most out of your color palette:

1. Work in grayscale.

This may sound counter-intuitive but starting with black and white can help you see exactly how much contrast exists in your design. Before getting started with color, it’s important to lay out all the elements like text, CTAs, illustrations, photos, and any other design features. The way your design looks in grayscale will determine how well it looks in color. Without enough light and dark contrast, your design will be hard to view, leaving your audience with a less than satisfactory user experience. Low contrast designs also make them inaccessible for those with a vision impairment.

2. Use the 60-30-10 rule.

Often used in home design, the 60-30-10 rule is also useful for website or app design.<

60%: primary or main color
30%: secondary colors
10%: accent colors

While you’re certainly not limited to using just three colors, this framework will provide balance and ensure your colors work together seamlessly.

3. Experiment with your palette.

Once you’ve made your color selection, experiment to discover which work better together. Consider how copy or type looks on top of your designated main color (60% is typically used as the background color).

Try not to use your main colors for buttons since you’re already using it everywhere else. Consider one of your accent colors instead.

4. Get feedback or conduct A/B testing.

So you’ve finished your draft. Now it’s time to test it. Before sending your design to market, you’ll want to test how users interact with it. What may look good to you, may be difficult to read for others. Some things to consider when asking for feedback:

Are the CTAs generating attention?
Are the colors you chose distracting?
Is there enough color contrast?
Is the copy legible?

Getting another set of eyes on your design will help you spot errors or inconsistencies you may have missed in the creation process. Take their feedback in stride and make adjustments where needed.

Put simply? Practice makes perfect. The more you play with color and practice design, the better you get. No one creates their masterpiece the first time around.

Color Tools

There’s been a lot of theory and practical information for actually understanding which colors go best together and why. But when it comes down to the actual task of choosing colors while you’re designing, it’s always a great idea to have tools to help you actually do the work quickly and easily.

Luckily, there are a number of tools to help you find and choose colors for your designs.

Adobe Color

One of my favorite color tools to use while I’m designing anything β€” whether it’s an infographic or just a pie chart β€” is Adobe Color (previously Adobe Kuler).

This free online tool allows you to quickly build color schemes based on the color structures that were explained earlier in this post. Once you’ve chosen the colors in the scheme you’d like, you can copy and paste the HEX or RGB codes into whatever program you’re using.

It also features hundreds of premade color schemes for you to explore and use in your own designs. If you’re an Adobe user, you can easily save your themes to your account.

Illustrator Color Guide

I spend a lot of time in Adobe Illustrator, and one of my most-used features is the color guide. The color guide allows you to choose one color, and it will automatically generate a five-color scheme for you. It will also give you a range of tints and shades for each color in the scheme.

If you switch your main color, the color guide will switch the corresponding colors in that scheme. So if you’ve chosen a complementary color scheme with the main color of blue, once you switch your main color to red, the complementary color will also switch from orange to green.

Like Adobe Color, the color guide has a number of preset modes to choose the kind of color scheme you want. This helps you pick the right color scheme style within the program you’re already using.

After you’ve created the color scheme that you want, you can save that scheme in the “Color Themes” module for you to use throughout your project or in the future.

Preset Color Guides

If you’re not an Adobe user, you’ve probably used Microsoft Office products at least once. All of the Office products have preset colors that you can use and play around with to create color schemes. PowerPoint also has a number of color scheme presets that you can use to draw inspiration for your designs.

Where the color schemes are located in PowerPoint will depend on which version you use, but once you find the color “themes” of your document, you can open up the preferences and locate the RGB and HEX codes for the colors used.

You can then copy and paste those codes to be used in whatever program you’re using to do your design work.

Finding the Right Color Scheme

There’s a lot of theory in this post, I know. But when it comes to choosing colors, understanding the theory behind color can do wonders for how you actually use color. This can make creating branded visuals easy, especially when using design templates where you can customize colors.

Editor’s note: This article was originally published in June 2021 and has been updated for comprehensiveness.

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Instagram Marketing for Small Businesses: The Complete Guide

Seventy-one percent of US businesses use InstagramΒ to market their products, services, and brand to more than one billion users on the app. With a variety of interactive features, Instagram marketing has become essential for small businesses.

Your team needs need to have an Instagram marketing strategy in place to harness the platform’s power. Read this guide to help you tackle the platform.

Table of Contents:

Why Instagram Marketing Matters for Small Businesses
15 Instagram Marketing Strategies for Small Businesses
Getting Started

Why Instagram Marketing Matters for Small Businesses

In our digital-first world, Instagram is one of the first places people go to learn about a small business. Today, 90% of peopleΒ follow at least one business on Instagram. Further, 1 in 2 people use the app to discover new brands, products, and services.

As a small business owner, you need to use Instagram to get your business in front of customers and build brand loyalty. But without a clear Instagram marketing strategy in place, you may find yourself struggling to grow your audience, post content consistently, or generate quality engagement. If this sounds familiar, you’re not alone. Over 90% of small businessesΒ struggle with these common social media challenges.

Here’s the good news: Even if you have a small budget, limited resources, or a one-person team, there are several Instagram marketing strategies that small businesses can use to grow their presence and find success on the platform. Let’s dive in.

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15 Instagram Marketing Strategies for Small Businesses

1. Start with a goal.

There’s no doubt that Instagram is a powerful tool for small businesses. To get the most out of your Instagram marketing, there needs to be a clear goal in place for what you want to achieve on the platform.

Here are a few examples of goals you might choose for your Instagram marketing strategy:

Increase sales.
Drive website traffic.
Generate brand awareness.
Boost customer engagement. Β 

Once you have a goal in place, you can use that to guide the type of content you post, the people you want to reach, and the general messaging to use on your page.

2. Set up the basics of your profile.

A few basic elements of an Instagram business profile are a profile picture, business name, and business category. Your page should also include contact information like a phone number, email, and address (if you have a physical location).

Clothing brand QuinceΒ includes a contact email in its bio so customers can easily reach out to the brand for support.

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Another way to get the most out of your Instagram profile is to make sure it’s search-friendly. Create a searchable username so people can easily find your business.

Your profile image should also be something recognizable like your logo so new followers instantly recognize your brand’s thumbnail as they scroll.

3. Optimize your bio.

Your Instagram bio is the first thing people see when they visit your profile β€” think of it like the homepage of your website.

If you only have a few seconds to capture a visitor’s attention, what are the main elements or pieces of information you want them to take away?

Use your bio to let new followers know who you are and what you do. Include your company’s tagline or put together a sentence or two that sum up the type of content people can expect to see by giving you a follow. Β 

You can also use your bio as an opportunity to share announcements, promotions, or product launches. Pet brand Wild OneΒ includes special offers in their bio.

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4. Be intentional with your bio link.

If one of your Instagram marketing goals is to drive more traffic to your small business’ website, then spend a little extra time optimizing the link section of your bio.

Because you can’t include clickable links in Instagram captions, the link in your bio is what users will click on to learn more about your brand, shop your products, or sign up for an email list.

Use the link section to direct people where you want them to go next.

If you have multiple pages or products you want to promote at once, use a tool like LinktreeΒ or Later’s Link in Bio. These tools turn your main link into a mini website, giving users multiple options to click on within one link.

Newsletter brand Girls’ Night InΒ uses a link tool to make it easy for its followers to find and visit links for products and articles that were mentioned in their posts.

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5. Host a giveaway

Want to grow your audience on Instagram? Host a giveaway.

According to one study, giveaways help Instagram accounts grow 70% faster in just three months.

And it’s easy to see why. Instagram giveaways increase brand awareness, boost organic engagement, and drive more people to your profile by encouraging likes, comments, and shares for a chance to win.

To generate even more engagement for your giveaway, team up with another brand for a joint prize like Oat HausΒ and Califia FarmsΒ did below.

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Not only does more than one prize incentivize people to enter, but teaming up with another brand doubles the audience that will see your content or be introduced to your brand for the first time.

6. Geotag your posts.

If you have a physical location for your small business, be sure to create a geotag so you can include it in your Instagram posts. A geotag provides location data which helps users pinpoint exactly where to find your small business.

Not only that, but Instagram also organizes posts that use a certain geotag under one searchable tab so users can see all of the posts from that location.

By contributing to the tag, you can show people what they can expect when visiting your business. For instance, if you have a restaurant, use your geotag to show off menu items or give people a glimpse at what the dining atmosphere is like.

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7. Tap into user-generated content.

Content creation is at the heart of Instagram marketing, but it’s no small feat. From brainstorming creative ideas to shooting images or taking videos, there’s a lot that goes into a single post.

This is where user-generated content (UGC) comes in handy.

UGC is content that’s been created and posted by Instagram users. It’s usually in the form of an image or video of someone using your product or visiting your business.

You can scope out UGC by checking out posts that you’re tagged in or browsing through content that uses your geotag.

Self-care brand ChillhouseΒ regularly reposts customer photos that align with the rest of its Instagram content.

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Not only is UGC a time-saver when it comes to content creation, but it also helps build social proof and brand credibility by showing followers authentic contentΒ from real people.

8. Offer exclusive promotions.

If you want to give people a reason to follow you on Instagram, offer exclusive promotions for followers.

Share a discount code that followers can mention if they visit your business in person or use at checkout when shopping online. To make the promotion even more exclusive, use Stories to share discount codes. Because Stories disappear after 24 hours, followers may feel a sense of FOMO if they don’t act on it quickly.

Promotions give your followers a reason to stay engaged and look forward to what and when you’ll post next, which helps build brand loyalty for your small business.

9. Β Take advantage of hashtags.

Hashtags are essential for your small business’s Instagram marketing strategy. Hashtags can help you join in on a conversation or topic that’s relevant to your brand. They also help Instagram categorize your content. When users search or browse a hashtag they’re interested in, they may see your posts.

Not only areΒ hashtags a tool for users to discover new brands and content on the platform, but they also allow your small business to build brand awareness and recognition.

Consider creating a branded hashtag and encourage followers to use it when they post about your brand. This helps build brand recognition and encourages people to share UGC.

Shoe brand TecovasΒ created a branded hashtag for an Instagram campaign that encouraged followers to share their game-day outfits using the hashtag #TecovasTailgate.

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10. Engage with influencers.

Every industry has its influencers, from food to beauty to business. Influencers are highly effective at connecting with an audience and building trust with their followers. In fact, 37% of consumers trust social media influencersΒ over brands.

If you have extra room in your marketing budget, consider partnering with an influencer for sponsored content.

As a small business, micro-influencers (influencers with around 10,000 followers or less) may be best to collaborate with or form a partnership with. Not only are they more relatable to your audience than a mega influencer or celebrity, but micro-influencers tend to generate more engagementΒ than those with hundreds of thousands of followers.

11. Make your posts shoppable.

Each month, 130 million peopleΒ use Instagram’s shopping features. If you operate an e-commerce business and want to reach even a fraction of these engaged shoppers, take advantage of Instagram’s commerce tools.

Instagram Shopping makes it easy for your followers to browse and purchase products directly through the app. After setting up your shop on your profile, you can add product tags to your posts like the outdoor brand KammokΒ does below.

Image Source

12. Talk to your followers.

With all of the features that are available on Instagram these days, it can be easy to overlook one of the foundational elements of the platform: being social.

Engage with your audience wherever and whenever you can – in the comments section, in Stories replies, or even in DMs. By connecting with your audience on a personal level, you humanize your small business and build strong customer relationships.

You can start the conversation by directly asking for follower input. Use the interactive features on Stories, like polls and questions, to gather feedback and generate ideas from your audience.

Encouraging participation is another way to connect on a more personal level. Your followers will feel like they’re part of your community.

13. Experiment with Reels.

Instagram has rolled out several new features over the years including Stories, Lives, and now Reels.

Reels are short-form videos that can be creatively edited to form a compilation of clips that tell a story.

Here are a few ideas for Instagram Reels:

Show a day in the life of a small business owner.
Share a behind-the-scenes look at your process.
Tell the story behind the brand.
Introduce team members.
Give a tour of your space (office, storefront, restaurant, etc.).

Small businesses can also use Reels to share how-to videos that educate their followers. In the Reels below, P.F. Candle Co.Β demonstrates how to safely relight one of their candles.

Image SourceΒ 

14. Get creative with your captions.

For small businesses, your Instagram captionsΒ are an opportunity to add personality to the brand.

Rather than directly promoting your product or service, you can use your captions to spark conversations with your audience, encourage engagement, or show off the human side of your business. Waterloo Sparkling WaterΒ keeps its tone fun and human in the post below.

Image Source

15. Analyze your metrics.

To understand how well your Instagram marketing strategy is performing, it’s essential to track and measure your metrics.

You can use Instagram’s native insights or one of the many free and paid Instagram analytics tools. Make sure you have a set of metrics you want to track and a process to evaluate their success.

The metrics you choose to measure should tie back to your goals. If the goal of your Instagram marketing strategy is to drive more people to your website, then you’ll want to track your Instagram link clicks to see how they correlate to your site traffic.

Getting Started

Instagram continues to be a powerful and effective way for small businesses to grow their brand. With a strong Instagram marketing strategy in place, small businesses can reach new customers, increase sales, and build loyal customer relationships through the app for years to come.

12 Free Personality Tests You Can Take Online Today

Personality tests are a great way to explore different aspects of who you are and uncover layers you perhaps hadn’t recognized about yourself before.

Keep reading to learn more about the purpose of taking personality tests. Then, take a look at the best free personality tests we’ve compiled and discover aspects of who you are, why you make certain decisions, and more.

The Purpose of Personality Tests

Being truly self-aware is hard. While personality tests might not always be 100% accurate, they work well as a starting point for self-discovery by providing results you might not have concluded on your own. These insights are invaluable for one’s personal and professional growth.

Pros of Personality Tests

Personality tests can be used for self-reflection and help you gain better insight on how to play to your strengths and combat your weaknesses.

Personality tests are also widely used in the workplace because they can be a great way for you and your coworkers to better understand each other’s communication and collaboration styles.

These tests are great conversation starters, especially among groups of people who don’t know each other very well. They can help create connections and establish common ground at work.

Learning about your colleagues’ personality traits can reveal how each team member prefers to receive feedback and criticism. This can help your team avoid unnecessary miscommunication down the road, as well as lead to more productive projects and meetings.

Cons of Personality Tests

While there are many pros to taking personality tests, there are also some cons.

Test results can be vague, depending on which test you are taking. Shorter personality tests, though convenient, are often not as comprehensive and accurate as the longer tests. Plus, some tests require a higher level of self-awareness and understanding of how others perceive you – not having this understanding may skew your test results.

Now, let’s learn more about the different types of personality tests, so you can determine which one is right for you.

Types of Personality Tests

With so many personality tests to choose from, it can be difficult to narrow down which one is right for you. Some focus on assessing your communication style, while others may look at your emotional intelligence, behavior, and more. Here, we’ve compiled a list of common types of personality tests you can take for free online.

1. Myers-Briggs Personality Tests

Myers-Briggs is a widely respected and popular personality assessment tool β€” first used in the 1940s, the test was developed by Katharine Cook Briggs and her daughter, Isabel Briggs Myers. Initially inspired by Carl Jung’s personality theory, the Myers-Briggs test conveniently separates people into 16 categories of personalities, providing each person with a four-letter acronym.

The following four tests are broad-stroke indicators of who you are, using inspiration from Myers-Briggs. Among other things, the tests cover your communication styles, your strengths and weaknesses, your desires and ambitions, how you see the world, and how people perceive you.

If you’ve never taken a test based on Jung’s psychological traits, or Myers-Briggs’ 16 categories of personalities, you may be surprised by the accuracy of some of the statements. More importantly, you could gain insight into how your behavior is perceived by others, helping you improve both professional and personal relationships.

2. DISC Personality Tests

The DISC assessment determines where you lie on four DISC factors: dominance, influence, steadiness, and compliance. DISC is one of the most popular and authoritative career assessments out there, and many companies encourage their employees to take it.

Undoubtedly, personality affects our career ambitions, as well as how we perform in different workplace environments. If you’re particularly extraverted, maybe you’ve chosen a career path that enables you to work daily with large groups of people. If you have certain communication styles that rely on passivity and emotion, perhaps your boss’s direct statements sometimes offend you.

Arming yourself with a sense of self-awareness could help you find your optimal career path, foster better work relationships, and mitigate work conflict more effectively.

3. Emotional Intelligence Tests

Psychology Today defines emotional intelligence as, “the ability to identify and manage your own emotions and the emotions of others.” Arguably, having emotional intelligence is the most important factor in dealing with conflict and communicating with others.

It’s undeniable that emotional intelligence is important β€” in fact, research has shown success is 80-90% attributable to emotional intelligence (EI), and only 10-20% to your IQ.

In the workplace, whether you’re around coworkers in the midst of a stressful project, or dealing with a tough performance review from your boss, it’s critical you know how to both identify and handle your own emotions; it’s equally important you know how to read other people’s emotions, and manage them appropriately.

What is the most accurate type of personality test?

Unfortunately, there isn’t a personality test that is completely accurate. The validity of the Myers-Briggs Type Indicator and the DISC assessment have been called into question by behavioral scientists over the years due to their oversimplification of behavior and personality traits.

Emotional intelligence tests are also divisive among scientists due to the potential for bias against groups outside the norm since one’s emotional recognition and regulation often depends on their cultural background.

That said, personality tests can be valuable tools for understanding personality similarities and differences among members of the same organization.

Free Personality Tests

1. 16 Personalities

Best for: Learning how your personality type influences many different areas of your life, as well as how it impacts your relationships.

16 Personalities covers five broad personality aspects: mind, energy, nature, tactics and identity. The test is based on Carl Jung’s study of psychological traits (e.g. extroversion vs. introversion) and the Myers-Briggs test, two popular personality theories meant to determine an extensive overview of who you are.

Among other things, the test will cover how you communicate and relate to others β€” both professionally and personally β€” what you value and strive for, and how you make decisions. 16 Personalities has been taken over 126 million times, and is available in 30 languages.

Pros: Once you’ve gotten your results, you’ll find extensive information on your personality type including strengths and weaknesses, relationships, friendships, parenthood, and workplace habits. The test is incredibly accurate and can tell you how your personality type plays out in specific situations.

Cons: With seven bubbles varying from “Agree” to “Disagree”, it can be difficult and time-consuming to figure out where exactly you fall on each question. A “Strongly agree,” “Agree”, “Neutral”,”Disagree”, and “Strongly disagree” chart might’ve been easier to answer.

2. Personality Perfect

Best for: Learning how others perceive you or how they might misinterpret your behaviors, and finding out what you value most.

Similar to 16 Personalities, Personality Perfect is also based on Jung’s and Myers-Briggs’ personality theories, and uses four broad categories β€” extraversion vs. introversion, sensing and intuition, thinking and feeling, and judging and perceiving β€” to compile a four-letter abbreviation of your personality type (e.g. “INFP”).

The test provides a broad overview of how you connect with others, how you behave, and, perhaps most surprising, how you’re likely seen by others.

Pros: Once you know your four-letter personality abbreviation, you can apply that label to various situations, like work and love, and determine how others’ perceive your behaviors in those settings.

Cons: Tests that are based on Jung’s personality theories are typically considered rough tendencies, and not strict classifications β€” and many researchers say Myers-Briggs tests are unscientific due to the different results you might get if you take the test twice.

3. Human Metrics

Best for: Determining a career path that is most well-suited for your personality.

If you’ve ever wondered which famous personalities share your personality type, you’re in luck β€” Human Metrics shows you that information, along with your four-letter personality type (again, based on Jung and Myers-Briggs theories).

With this test, you’ll get information about which career paths are most suitable for your personality type. If you’re having trouble choosing a career path or doubting the one you’ve chosen, maybe this test can help you figure it out.

Pros: This specific test allows you to see all 64 questions on one screen, which makes it easier to scroll back and change an answer if you’d like to.

Cons: Many of these responses can feel situation-dependent. “You feel involved when watching TV soaps”, for instance, could depend on the show you’re watching, how you’re feeling that day (relaxed? overwhelmed?) and simply might not be a strong predictor of who you are as a person.

4. TestColor

Best for: Finding out the ratio of extroverted to introverted you are, plus getting short descriptions of the qualities that most characterize your personality.

Test Color, a test validated by a team of clinical psychologists, psychoanalysts and mathematicians, asks you just two questions: “Click on the colors you like most,” and “Click on the colors you like least.”

Test Color tells you about your emotional intelligence, your creativity and imagination, your social skills, and your work style, including organization and management styles. I found it to be surprisingly accurate: in two questions, it nailed how I communicate with others and how I act in group settings.

Pros: It’s incredibly quick and easy β€” taking roughly 5 minutes to complete.

Cons: The results are relatively vague and general, and the test doesn’t divide your personality into categories depending on the situation. (For instance, it doesn’t tell you the difference between your personality in work settings and romantic situations.)

5. Crystal

Best for: Learning how your personality biases you towards colleagues’ behavior, and gaining a deeper understanding of your coworkers’ personalities.

Crystal provides a free DISC assessment, which tells you (among other things) how your personality fits into your work environment, who you work well with, who you might have conflict with, how you perceive others behaviors, and how others perceive yours.

The test helps you understand how your own personality biases you towards certain colleagues (i.e. your personality might take another coworker’s comments offensively, while the coworker just believes in being direct), which could strengthen your work relationships.

Best of all, Crystal also offers an accurate personality test, enabling you to build an extensive personality profile on one website. Plus, when you input your company, Crystal lets you see your colleague’s personality profiles β€” undeniably critical information when you’re looking to empathize with a coworker.

Pros: Can be a useful tool for identifying areas to focus on for professional development and coaching.

Cons: There has been no correlational study to show that test results match real-world job performance.

6. 123Test

Best for: Analyzing and improving your relationships with coworkers.

123Test offers a DISC personality test you can take in five minutes, so there’s really no excuses. You’ll get a score to find out which DISC factors predict your behaviors towards other people.

The test offers critical information for understanding why you might get along better with one employee, and have more conflict with another. It identifies how you perceive other people’s actions (i.e. “You’re sensitive to her blunt nature, even though she believes she’s just being straightforward”), which can help you improve work relationships.

Pros: It’s incredibly quick and straightforward, and will give you a general sense for how you could misinterpret colleagues’ behaviors.

Cons: With a few simple images (like the example, below), this test is less advanced than others in the list, and could provide different results every time you take it depending on your mood.

7. Truity Career Personality Profiler

Best for: Figuring out an ideal career path, and learning which skills are required to excel in that career.

This test, based on the Holland Code and Big Five theories, will analyze your interests and personality traits and tell you careers (and college majors) that are a good match for you. It also lets you know about specific tasks and projects you’d love, what motivates you, and provides advice to help you maximize your strengths.

Even if you’re happy with your current career track, the test provides suggestions for specific skills you could learn to get ahead in your career.

Pros: If you’re early in your career (or a college student), this is a good test for uncovering your interests and discovering potential career paths. Best of all, it lets you know which projects or tasks you’d enjoy β€” allowing you to mix-and-match and determine the ideal career based on your personal interests.

Cons: It can be difficult to know what you’d enjoy doing if you’ve never done it. For instance, as a college student, I might not know how to answer whether or not I’d enjoy designing a magazine cover, if I’ve never experienced design work.

8. Interpersonal Skills assessment

Best for: Improving your communication and listening skills.

Having well-developed interpersonal skills is critical to forming deep and meaningful personal and professional relationships. Interpersonal Skills assesses your listening skills, verbal communication skills, ability to work in teams, and emotional intelligence.

Better yet, the test identifies areas of weakness and provides tactical advice on how to improve those skills.

Pros: After you’ve completed the test, Interpersonal Skills provides you with helpful resources to level-up your communication or listening skills. Resources include “An Introduction to Communication Skills” and “Advanced Communication Skills” ($13 each). And even without the resources, this is a quick and easy test for evaluating areas for improvement in your own communication style.

Cons: To evaluate your listening skills, you might need to ask other people how they perceive you. Maybe you think you’re a good listener, but others disagree β€” if that’s the case, it can be difficult to accurately self-analyze your own skills for this test (or any others).

9. Sokanu

Best for: Determining a few different career paths that could make you happy β€” and then having the opportunity to pick-and-choose from there.

Major companies including General Assembly, NYU, and Redfin use Sokanu, a career assessment tool that tests you on your personality, background, interests, and goals to determine an ideal career path.

After you take the test, it provides you with multiple matches, which you can sort through to explore different careers and workplaces before choosing an ideal match.

Pros: The test provides you with multiple options for careers that could fulfill you β€” which I appreciate, since it can be stressful to get to the end of a test and find out there’s only one job that would make you happy. Plus, Sokanu offers a library filled with over 1,000 careers, and explains what type of people thrive in them β€” and why.

Cons: If you don’t know much about what interests you professionally, it can be a difficult test to take. Question one, for instance, is “Would you like to… Advise organizations on how to meet their business goals?” As a high school student, I wouldn’t have any idea how to answer that question.

10. Berkeley Emotional Intelligence

Best for: Figuring out how well you analyze and interpret other people’s emotions β€” a vital component of strong emotional intelligence.

This test, designed by Berkeley, shows you 20 pictures and asks you to recognize the facial expression on each person’s face. It’s easy, quick, and fun, and an informative way to learn how well you read other people’s emotions β€” which is a critical skill for assessing and mitigating conflict.

Pros: It’s fun and easy, and correctly identifying people’s facial expressions is a scientifically-proven way to evaluate someone’s emotional intelligence (EI).

Cons: 20 questions is a relatively short test to determine emotional intelligence, so the test is a good starting point, but might not offer a comprehensive view of your EI.

11. VeryWellMind

Best for: A speedy gut-check on how emotionally intelligent you are, with resources to further your understanding.

If you don’t have the time for anything more in-depth, this test only asks you 10 quick questions before delivering your results.

It’s admittedly not medical or scientific by any means, but does offer other articles depending on your score. If you score low, for example, VeryWellMind.com includes a link to another one of their articles, “Emotions and Types of Emotional Responses.”

Pros: Takes only a few minutes to complete, and the questions are straightforward and easy to answer.

Cons: It’s easy and fun, but isn’t necessarily as accurate or scientific as the others in this list.

12. Empathy Quotient

Best for: A more in-depth test to accurately analyze how emotionally intelligent you are.

Unlike the tests above, this one is designed to clinically assess you β€” the test was developed by Simon Baron-Cohen at the Autism Research Center at the University of Cambridge, and uses the same emotional measurements mental health professionals use to diagnose social impairment.

It’s a 60-item questionnaire and is suitable to measure “temperamental empathy” in adults.

Pros: It uses the same measurements that mental health professionals use to diagnose social impairments β€” meaning it’s accurate and scientifically-backed, and should provide you with a deeper understanding of your own empathy (and areas for improvement).

Cons: The test requires you to have a certain level of self-awareness and understand how others’ perceive you. For instance, one statement is, “I am very blunt, which some people take to be rudeness, even though this is unintentional” β€” it might be difficult for someone to know whether their bluntness comes across as rudeness.

Editor’s note: This post was originally published in May 2018 and has been updated for comprehensiveness.

How to Do a SWOT Analysis [With Template & Examples]

As your business grows, you face more obstacles, challenges, opportunities, and projects in general. It’s a good and natural part of scaling an organization, but how do you determine your priorities? Which initiatives should you execute on first, and which challenges should you address right away?

Enter the SWOT analysis, a framework that can help you develop a roadmap for moving forward with your business, maximizing opportunities and minimizing roadblocks along the way.

While it may seems simple on the surface, a SWOT analysis allows you to make unbiased evaluations on:

Your business or brand
Market positioning
A new project or initiative
A specific campaign or channel

Practically anything that requires strategic planning, internal or external, can have the SWOT framework applied to it, helping you avoid unnecessary errors down the road from lack of insight.

Importance of SWOT Analysis

You’ve noticed by now that SWOT stands for Strengths, Weaknesses, Opportunities, and Threads. The framework seems simple enough that you’d be tempted to forgo using it at all, relying instead on your intuition to take these things into account.

But you shouldn’t. Doing a SWOT analysis is important because:

It gives you the chance to worry and to dream. Adding the SWOT analysis as an important step in your strategic process, you’re giving yourself the space to dream, evaluate, and worry before taking action. Your insights in this regard then turn into assets as you create the roadmap for your project or initiative.
It forces you to define your variables. Instead of diving head first into the planning and execution, you’re taking inventory of all your assets and roadblocks. These can help you create a more specific and effective roadmap.
It allows you to think more critically and account for mitigating factors. As you identify weaknesses and threats, you’re better enabled to account for them in your roadmap, improving your chances for success.
It helps you keep a written account. As your organization grows and changes, you’ll be able to strike things off your old SWOTs and add new things as the industry changes. It can be illuminating to look back to where you started as you look ahead at what’s to come.

Here, we’ll tackle how to best do a SWOT analysis, provide you with a SWOT analysis template, and conduct SWOT analyses on major brands Apple and Starbucks. When you’re done reading, you’ll have all the inspiration and tactical advice you need to tackle a SWOT analysis for yourself.

How do you write a good SWOT analysis?

There are several steps you’ll want to take when evaluating your business and conducting a strategic SWOT analysis.

1. Download HubSpot’s SWOT Analysis Template.

There’s no need to start from scratch for your analysis. Here, I’ve created a sample using a free, editable template β€” feel free to use the model yourself, or create your own as it suits your needs.

Download a free, editable SWOT analysis template.

2. Arrange each section into a table with four quadrants.

Whether you use the template above as a model or create your own to suit your needs, it can be helpful to start in table format to visualize your SWOT analysis. This can be done by arranging each of the four sections into separate quadrants.

3. Identify your objective.

Before you start writing things down, you’ll need to figure out what you’re evaluating with your SWOT analysis. Be specific with what you want to analyze. Otherwise, your SWOT analysis may end up being too broad, and you’ll get analysis paralysis as you are making your evaluations.

If you’re creating a social media program, you’ll want to conduct an analysis to inform your content creation strategy. If you’re launching a new product, you’ll want to understand its potential positioning in the space. If you’re considering a brand redesign, you’ll want to consider existing and future brand conceptions.

All of these are examples of good reasons to conduct a SWOT analysis. By identifying your objective, you’ll be able tailor your evaluation to get more actionable insights.

3. Identify your strengths.

“Strengths” refers to what you are currently doing well. Think about the factors that are going in your favor as well as the things you offer that your competitors just can’t beat.

For example, let’s say you want to use a SWOT analysis to evaluate your new social media strategy.

If you’re looking at a new social media program, perhaps you want to evaluate how your brand is perceived by the public β€” is it easily recognizable and well-known? Even if it’s not popular with a widespread group, is it well-received by a specific audience in particular?

Next, think about your process: is it effective or innovative? Is there good communication between your marketing and sales to ensure both departments use similar vocabulary when discussing your product?

Finally, evaluate your social media message, and in particular, how it differs from the rest of the industry. I’m willing to bet you can make a lengthy list of some major strengths of your social media strategy over your competitors, so try to dive into your strengths from there.

4. Identify your weaknesses.

Similarly to your strengths, what are the roadblocks hindering you from reaching your goals? What do your competitors offer that continue to be a thorn in your side. This section isn’t about being a Negative Nancy. Rather, it’s critical to foresee any potential obstacles that could mitigate your success.

When identifying weaknesses, consider what areas of your business are the least profitable, where you lack certain resources, or what costs you the most time and money. Take input from employees in different departments, as they’ll likely see weaknesses you hadn’t considered.

If you’re examining a new social media strategy, you might start by asking yourself these questions: First, if I were a consumer, what would prevent me from buying this product, or engaging with this business? What would make me click away from the screen?

Second, what do I foresee as the biggest hindrance to my employees’ productivity, or their ability to get the job done efficiently? What derails their social media efforts?

5. Consider your opportunities.

This is your chance to dream big. What are some opportunities for your social media strategy you hope, but don’t necessarily expect, to reach?

For instance, maybe you’re hoping your Facebook ads will attract a new, larger demographic. Maybe you’re hoping your YouTube video gets 10,000 views, and increases sales by 10%.

Whatever the case, it’s important to include potential opportunities in your SWOT analysis. Ask yourself these questions: What technologies do I want my business to use to make it more effective? What new target audience do I want to reach? How can the business stand out more in the current industry? Is there something our customers complain about that we could fix with our social media strategy?

The opportunities category goes hand-in-hand with the weaknesses category. Once you’ve made a list of weaknesses, it should be easy to create a list of potential opportunities that could arise if you eliminate your weaknesses.

6. Contemplate your threats.

It’s likely, especially if you’re prone to worrying, you already have a good list of threats in your head.

If not, gather your employees and brainstorm: What obstacles might prevent us from reaching our social media goals? What’s going on in the industry, or with our competitors, that might mitigate our success? Is there new technology out there that could conflict with our product?

Writing down your threats helps you evaluate them objectively. For instance, maybe you list your threats in terms of least and most likely to occur, and divide and conquer each. If one of your biggest threats is your competitor’s popular Instagram account, you could work with your marketing department to create content that showcases your product’s unique features.

SWOT Analysis Examples

The template above helps get you started on your own SWOT analysis.

But, if you’re anything like me, it’s not enough to see a template. To fully understand a concept, you need to see how it plays out in the real world.

These SWOT examples are not exhaustive, and I’m sure you could add some yourself, but hopefully, it’s enough to inspire you as you do your own SWOT analysis.

Apple’s SWOT analysis

Here’s how we’d conduct a SWOT analysis on Apple.

Strengths

First off, strengths. While Apple has many strengths, let’s identify the top three:

Brand recognition
Innovative products
Ease of use

Apple’s brand is undeniably strong, and their business is considered the most valuable in the world. Since it’s easily recognized, Apple can produce new products and almost ensure a certain degree of success by virtue of the brand name itself.

Apple’s highly innovative products are often at the forefront of the industry. One thing that sets Apple apart from the competition is its product inter-connectivity. For instance, an Apple user can easily sync their iPhone and iPad together so that they can access all of their photos, contacts, apps, and more no matter which device they are using.

Lastly, customers enjoy how easy it is to use Apple’s products. With sleek and simple design, each product is developed so that most people can quickly learn how to use them.

Weaknesses

Next, let’s look at three of Apple’s weaknesses.

High prices
Closed ecosystem
Lack of experimentation

While the high prices don’t deter Apple’s middle and high class customer-base, they do hinder Apple’s ability to reach a lower-class demographic.

Apple also suffers from its own exclusivity. Apple controls all its services and products in-house, and while many customers become loyal brand advocates for this reason, it means all burdens fall on Apple employees.

Ultimately, Apple’s tight control over who distributes their products limits their market reach.

Lastly, Apple is held to a high standard when it comes to creating and distributing products. Apple’s brand carries a high level of prestige, but that level of recognition inhibits Apple from taking risks and experimenting freely with new products that could fail.

Opportunities

Now, let’s take a look at opportunities for Apple.

It’s easy to recognize opportunities for improvement, once you consider Apple’s weaknesses. Here’s a list of three we came up with:

Expand distribution options
Create new product lines
Technological advancement

One of Apple’s biggest weaknesses is its distribution network, which, in the name of exclusivity, remains relatively small. If Apple expanded its network and enabled third-party businesses to sell its products, it could reach more people globally, while alleviating some of the stress currently put on in-house employees.

There are also plenty of opportunities for Apple to create new products. Apple could consider creating more affordable products to reach a larger demographic, or spreading out into new industries β€” Apple self-driving cars, perhaps?

Finally, Apple could continue advancing its products’ technology. Apple can take existing products and refine them, ensuring each product offers as many unique features as possible.

Threats

Finally, let’s look at threats to Apple.

Believe it or not, they do exist.

Here are three of Apple’s biggest threats:

Tough competition
Lawsuits
International issues

Apple isn’t the only innovative tech company out there, and it continues to face tough competition from Samsung, Google, and other major forces. In fact, Samsung sold more smartphones than Apple did in 2021, shipping 272 million units and holding 20% of the market share. Meanwhile, Apple shipped 235.7 million units and held 17% of the market share.

Many of Apple’s weaknesses hinder Apple’s ability to compete with the tech corporations that have more freedom to experiment, or that don’t operate in a closed ecosystem.

A second threat to Apple is lawsuits. Apple has faced a bunch of lawsuits, particularly between Apple and Samsung. These lawsuits interfere with Apple’s reputable image, and could steer some customers to purchasing elsewhere.

Finally, Apple needs to improve its reach internationally. It isn’t number one in China, and doesn’t have a very positive relationship with the Chinese government. Then, in India, which has one of the largest consumer markets in the world, Apple’s market share is low, and the company has trouble bringing stores to India’s market.

If Apple can’t compete globally the way Samsung or Google can, it risks falling behind in the industry.

Starbucks SWOT Analysis

Now that we’ve explored the nuances involved with a SWOT analysis, let’s fill out a SWOT template using Starbucks as an example.

Here’s how we’d fill out a SWOT template, if we were Starbucks:

Download this Template for Free

Dine-In Thai Restaurant SWOT Analysis

Some small-business marketers may have difficulty relating to the SWOT’s of big brands like Apple and Starbucks, so here’s an example of how a restaurant might visualize each element:

While a Thai or any other restaurant might not be as worried about high-level lawsuits like Apple, the small business might be more worried about competitors or disruptors that might enter the playing field.

Local Boutique SWOT Analysis

In another small-business example, a local boutique might be well known in its neighborhood, but it also might take time to build an online presence or get its products in an online store. Because of this, some of its strengths and opportunities might relate to physical factors while weaknesses and threats might relate to online situations.

When to Use a SWOT Analysis

Ultimately, a SWOT analysis can measure and tackle both big and small challenges, and opportunities, and both big and little strengths and weaknesses.

While the examples above focus on businesses in general, you can also use a SWOT analysis to evaluate and predict how a singular product will play out in the market.

Hopefully, our SWOT template will supplement your market research and business analysis, and provide fair insights into how to optimize your products for bigger payoffs, and less hurdles.

Editor’s note: This post was originally published in May, 2018 and has been updated for comprehensiveness.

How to Post on Instagram: A Step-by-Step Guide

With over 1 billion active users, Instagram is one of the best social media networks to advertise your business, reach new audiences, and grow brand awareness. So even if you aren’t active on the website yet, it’s never too late to adopt an Instagram strategy in your marketing plan.

If you’re ready to start sharing content through this channel, we’ve got you covered. Here, we’re sharing a quick-and-easy guide to posting on Instagram, to ensure you can begin attracting the attention of your audience with Instagram marketing.

Posting to Instagram consistently can help businesses find resonance with their audience and grow better, but doing it right is just as important. Here’s how to post to your Instagram account step-by-step.

Step 1. Tap the + icon at the top of your screen.


See that plus sign [+] in the image above? That’s your starting point. Click that plus sign and you’ll be ready for the next step, below.

Step 2. Choose a photo or video from your library or shoot one in the app.

Instagram will show you the photos already saved to your phone. Choose one of those to post. Alternatively, you can click on the camera icon to take a photo or video within the Instagram app itself, if you don’t already have an image you want to use.

Once you select and crop an image (or carousel of multiple images), click the Next button in the top right corner of the app.

Step 3. Post multiple images on Instagram.

Do you have multiple photos and want to highlight them all? Instagram allows you to do this with its carousel feature.

As you go to tap a photo or video, first tap the icon just above your photos to the right that looks like stacked squares. Once you tap this, you’ll see a number on the corner of every image or video you tap. This number notes where the content will show up in the carousel.

Step 4. Crop the image.

You aren’t limited to just a square image on Instagram. You can actually share horizontal or vertical images as well. To get more of your image seen, pinch the screen of the photo you’ve selected on the Library screen (play the video below to see it in action).

However, while Instagram does allow vertical and horizontal options, the images still need to fit into some specific dimensions. So, you might still need to crop a tiny bit of your photo to get it to fit.

Step 5. Pick a filter.

Instagram offers a wide variety of filters β€” scroll to the right to peruse your options, and click on one to preview how it will look on your photo.

By default, the filter will be applied by full strength. However, if you want to scale back the intensity of the filter, double-click the filter tile once it’s been applied, and a scale selector will appear, allowing you to downplay the effect.

You can also tap the magic wand at the top of the screen to adjust the photo further.

(Take a look at our Ultimate Guide to Instagram Filters to learn more).

Step 6. Edit your photo.

You can also click “Edit” at the bottom right to adjust the image to your specifications.

Here are the editing options that come built into Instagram for you:

Adjust : This helps subtly rotate the image along the center plane, giving it a tilt either to the left or right according to the linear scale at the bottom of the screen.
Brightness: This helps lighten or darken the image. All you have to do is pull the selector to the left to darken or to the right to lighten.
Contrast: This helps to increase or decrease the intensity of the image’s colors. Pull the selector to the left for less contrast (a dulling effect) or to the right for more contrast (a higher intensity effect).
Structure: This helps to add an HD-like effect to the image, bringing out specific details in your photo. Drag the selector to the right to help the image “pop.”
Warmth: This helps you adjust the temperature of the photo. Drag the selector to the left to increase cool tones in the image, or drag the selector to the right to increase the warm tones in the image.
Saturation: This helps you adjust the saturation of the colors in your image. Drag the selector to the left to desaturate the image (all the way to the left if you want a monochrome look), or drag the selector to the right for extremely saturated colors.
Color: This gives you a number of color options to overlay over your image for interesting color effects. Simply select your color choice and see how it changes the image in the preview box.
Fade: This softens the intensity of the blacks in your image to create an “aged” photo effect. Simply drag the selector to the right for a higher degree of fade.
Highlights: This helps you control the intensity of the highlights in your image. Dragging the selector to the left will darken the highlights in your image while dragging the selector to the right will lighten the highlights in your image.
Shadows: This helps you control the intensity of the shadows in your image. Dragging the selector to the left will darken the shadows in your image while dragging the selector to the right will lighten the shadows in your image.
Vignette: This darkens the corners of the image, leaving a circle shape in the center. Drag the selector all the way to the right for the most dramatic vignette.
Tilt Shift: This helps blur the edges of the image in a radial or linear way, drawing focus to the details in the center of the image.
Sharpen: This helps sharpen certain details of the image, bringing a more dramatic look to subtler elements in the photo.

Step 7. Type your caption.

Get creative and write a nice, interesting Instagram caption to go with your photo. Since text can help optimize your post in Instagram’s search, writing something can only benefit you.

Step 8. Use hashtags for post optimization.

With Instagram’s search feature, users can search by hashtags. So, you should make sure to write relevant hashtags in your caption. If someone does a search of a hashtag you placed in your caption, they might find your post as well as others that included the same one.

Step 9. Tag friends.

Want your friend or their followers to see a photo that you posted of the two of you? Tag them!

On the new post page, you can click “Tag People” to tag other Instagram accounts in your post. Alternatively, you can include their handle (or their username beginning with an @ symbol) in your caption.

Step 10. Add your location.

If you’re on a fun vacation or at a neat event and you don’t feel like including that information in your caption, you can mark where you are in another way. On the new post page, tap “Add Location” to put a location on your image (which makes it easier for people to find your post).

When you post an image or video with a location, it will show up between your name and the block of content on the feed.

Step 11. Play with emojis.

Emojis are fun and can make your caption more eye-catching. If you know of a few relevant emojis that could fit with your post, stick them in the caption area. For example, if you’re posting a vacation photo, you could include a palm tree 🌴 or a plane ✈️ to show you flew somewhere.

Here are the top Instagram emojis you can use:

❀️
😍
😘
πŸ˜‚
😊
😎
πŸ’•
πŸ˜‰
πŸ’‹
πŸ‘

However, keep in mind that there’s a multitude of choices to add flair to your posts, from keeping it real πŸ’― to the cringe face 😬.

Be sure not to go overboard and post emojis just for the sake of posting them. If you post a bowling emoji along with a photo of a beach, that obviously won’t make sense to people. Similarly, if you post 20 emojis that loosely relate to a post, you might just annoy your followers or come off as desperate.

Step 12. Share the post on other social media platforms.

Finally, if you want to share your content on your other, connected social media sites (like Facebook or Twitter), simply toggle the button from the left to the right.

When you’re ready to post, click “Share” in the top right.

Instagram Saved Drafts

If you’re not ready to post right away, you can also save it to your Instagram Saved Drafts. Simply go back to the filtering and editing step, tap the back arrow in the top left, and select “Save Draft.”

Step 13. Edit the post.

Typos happen to everyone! If you just posted something and notice a glaring spelling error, don’t panic. Simply tap the three dots that appear on the right across from your name, then tap “Edit.”

Make the adjustments you see fit and save them so it reflects on your Instagram. Otherwise, your post is complete and live for everyone to see.

Grow Your Audience on Instagram Today

Now that you know how to post to Instagram, you can begin creating content for the platform and connecting with your audience. If you’re a business or brand, you’ll want a solid strategy for earning engagement and awareness.

Editor’s note: This post was originally published in November 2019 and has been updated for comprehensiveness.