Post-its, notebooks, whiteboards, starred emails, and who knows what else ... there are a million ways we inbound marketers keep track of all the things we need to do. But nothing ever seems to quite fit every project or situation. I, too, have gone through my fair share of tools to organize my work, but the tool I find myself continuing to go back to is the free app, Evernote. When I first downloaded it, I was stumped by its flexibility, not knowing how best to use it as part of my typical day. But now that I find myself continuously relying on it in a number of different ways, I wanted to share some of the great ways you can use Evernote to make your life as a marketer just a little bit easier ... or at least more organized.
Wait ... back up. What is Evernote?
Evernote is a desktop and mobile app that lets you capture notes, photos, and anything else you may want to remember or refer back to later. It's used by everyone from food writers to teachers to marketers to fathers (yup, my dad's a user too!). You can write notes, capture photos or documents in notes, tag notes or put them in folders, search them, share them, and access them on your PC, Mac, iPad, or mobile phone. I personally use Evernote for both work and personal notes -- on my PC for work, my Mac at home, and my iPhone on the go. The beauty is that all these versions of Evernote sync seamlessly , so I always have my grocery shopping list and my campaign to do list, no matter where I am or what I'm doing.
Now, how can marketers use this tool?
Content Creation: Draft Blog Articles and Ebooks
At its core, Evernote is a good ole fashioned digital notebook that can be used for drafting articles, capturing ideas, and saving reading material for later.
- Draft Articles: When it's time to write a blog article, I open up the app, create a new note, and start typing away. This blog article you're reading right now -- and many before it -- were drafted in Evernote before getting loaded into the HubSpot blogging tool . Using Evernote, I can start drafting an article even if I'm offsite for a meeting with no internet connection, and I don't get distracted by worrying about formatting or approval from our blog manager: I can just focus on creating content while the content is fresh in my mind. The content will automatically get synced in Evernote as soon as I'm connected to the internet, and I'll copy and paste that content into our blogging platform and be good to go!
- Capture Ideas for Articles: As any seasoned business blogger knows, blog article ideas can strike at any time, and instead of scrambling for a slip of paper or a napkin, I have an ongoing note for my backlog of blog article ideas . This helps me capture my ideas as they come, and gives me a great place to go later when I'm looking for something to write about.
- Save Articles for Reading: What better inspiration for content creation than content consumption? I could easily get lost in reading blog articles all day, shared by Twitter, email, or my RSS reader. But instead, I keep a note where I save links to read later. It helps me stay focused but still lets me go back to those articles, perhaps opening them up on my phone as I'm on the bus commuting to and from work.
To-Do Lists: Keep Your List at All Times
I used to keep reminders on post-its, "Today's To-Do List" in my notebook, my backlog of projects on HubSpot's internal wiki, and other miscellaneous to-do's contained in emails in my inbox. This made keeping track of everything that much more difficult, until I finally consolidated into a portable to-do list.
- Always Have Access to Your To-Do List: At HubSpot, almost everyone has a laptop instead of a desktop. And most people bring their laptop to meetings. I don't. If I'm not presenting something, I don't need my computer. I've got my notebook and my to-do list with me in my iPhone Evernote app. When I go home, I leave my PC at work, but my to-do list is still available to me on the Evernote mobile app and on my personal Mac. The biggest difference for me came with no longer having my to-do's spread out over post-its, notebooks, and emails. Everything goes into a central to-do list in Evernote, which I always have with me. No more worries about whether I'm forgetting to do something!
- Capture Notes in Meetings: Whether someone is taking notes or we're brainstorming on a whiteboard, all my meeting notes end up in Evernote. Frequently, I'll open up a new note for a meeting, and sometimes I'll take a photo of the whiteboard to add to that note. I don't have to copy down everything that's on the whiteboard or reference a photo posted on the wiki -- it's right there with my other meeting notes in Evernote, and printed or handwritten text within those photos are searchable, too!
- Practice Inbox Zero: Inbox Zero is all about processing and deleting/delegating/responding to/doing what's in a particular email immediately. Of course, sometimes those options aren't that easy to follow when you've got your manager asking you to do X, Y, or Z, or when you already have a full plate. But because good email hygiene is key to being a happier, healthier marketer, I take those requests, suggestions, or ideas from my coworkers and put them into a note so I can refer back to them in the future. Which brings us to...
- Create a Backlog of Ideas: Where better to keep your backlog of project ideas along with your current project to-do's? A backlog of ideas keeps a marketer sane, because you can say "No, I can't work on that right now because I've got A, B, and C going on. I'll put your idea in the backlog to get to next." A backlog lets you stay focused on your current initiatives instead of jumping from one thing to the next without finishing your current projects. You'd never get anything done !
Collaboration: Share Project Notes Without Endlessly Revised Docs
Ever have that 15 email chain with your team, sharing the same campaign checklist spreadsheet back and forth with everyone's updates? Why not use a shared note that anyone can access and update at any time?
- Update Campaign To-Do Lists: Create a note for each campaign, with the whole team's to-do's included. Evernote lets you share notebooks, so your whole team can access and update it. This allows everyone to see what they need to do for each campaign and stay up to date with what the progress their teammates have already made on their tasks.
- Keep Frequently Used Checklists or Scripts: You likely have a formula for a typical project -- whether it's a webinar, a video, an ebook, or an interview -- so it makes no sense to recreate the wheel each time. For example, I keep the scripts I use for interviewing customers in Evernote so I can pull them up in time for any meetings. Again, you can share these resources with others on your team working on the same types of projects.
Those are just a few simple ways to help organize your life and improve your productivity as a marketer . Evernote Small Business Ambassador Lindsey C. Holmes shares some more tips for marketers in her post here , and Duct Tape Marketing's John Jantsch discusses his Evernote use cases here .
Any other marketers out there using Evernote? What tips or ideas do you have to share? To get started with Evernote, sign up for a free account at
http://www.evernote.com
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Photo credit: john keane , bensmithuk
David Weinhaus 8:59 AM on March 07, 2012
Hey Ellie,
Great post. Love Evernote and use it all the time. If only there was an app to integrate with CRMs like Salesforce. Could then just dump notes right to lead records - now that would be cool for us salespeople too!
Steven Pofcher 9:14 AM on March 07, 2012
Awright. I give up. I have heard so many good things about Evernote and will give it a try today.
Thanks for the shove.
Professor John P. J. Zajaros, Sr. 9:50 AM on March 07, 2012
I've been using Evernote Premium for my iPhone4S and my iPad2 and it's great! Easy to use, tons of applications...pun and all. Well worth the very reasonable fee and a must for anyone who thinks online, on their feet, and on the road.
Lee Kirkby 9:59 AM on March 07, 2012
I use Evernote as what I call my 'pile and file' app. No need to format or anything, just dump data into a note and search for what you want later. Couple of ways I use it:
Holding shortened URL's for posts. Great place to keep these with the long URL and title so you know what they are.
Holding HTML snippets for adding into web pages. Those little pieces of code that put the Linkedin recommendation button on your page or other similar things are easy to lose. Not with Evernote.
An invaluable tool used everyday.
Richard Masters 10:17 AM on March 07, 2012
OneNote which is part on Microsoft Office suite, does similar things and is,in my opinion, similarly good.
Danusia 10:48 AM on March 07, 2012
Have to admit - never heard of this. Just signed up and I think I'm going to love it!
Linda Chreno 10:53 AM on March 07, 2012
Evernote is something I frequently recommend to association staff - this is a great explanation of its capabilities that can be shared with others - thanks
Christi 11:08 AM on March 07, 2012
After reading the point about, Collaboration: Share Project Notes Without Endlessly Revised Docs, I am definitely going to check out Evernote.
Mary 11:23 AM on March 07, 2012
Richard, I saw your post on OneNote and I thought this article would be helpful - http://www.pcworld.com/businesscenter/article/248992/evernote_vs_onenote_notetaking_apps_showdown.html
The big difference between the two is that Evernote is free and there is a cost associated with OneNote.
Jean Derespina 12:46 PM on March 07, 2012
Awesome app. The organization is great - setting up folders and tagging.
Ellie Mirman 1:36 PM on March 07, 2012
I love all the ideas getting shared! Thanks all for posting - keep 'em coming!
Tela 2:39 PM on March 07, 2012
There is so much great marketing content, I use Evernote to store links to articles and to store my bookmarks so they are available on all my computers and my mobile
Jeff Weinhuff 6:40 PM on March 07, 2012
As a Content Manager for a social media agency, Evernote has quickly won my favor. I’ve made it my go-to tool for all areas of both my personal and professional life. The seamless integration across multiple devices - from mobile through laptop/desktop is phenomenal. And the functionality the application boasts is just as noteworthy [no pun intended]. In regard to content, these 5 aspects stand out in my mind the most:
1. Cloud-based AND remote storage
2. Ease of access via mobile, tablet, web, desktop and/or laptop
3. Ability to tag and categorize your content
4. Audio recording- so your ‘a ha’ moments never slip through the cracks
5. Option of clipping article snippets or the entire page, including the url
Prior to Evernote I was leveraging Pulse on a regular basis. Yes, it served its purpose, but over time I found the application to be somewhat limited in terms of functionality - and I faced a few barriers. Fortunately, the few minor gripes I had with Pulse have been alleviated by replacing the app with Evernote. The bottom line: If you are pursuing a career that touches on ANY of the disciplines within media - Evernote will streamline your workflow exponentially and set you up for success.
Dominique Dejonghe 7:35 PM on March 07, 2012
thanks for this interesting post!
Most interesting for Evernote power use is the Evernote Essentials eBook. Have a look here: http://goo.gl/AUb8b (affiliate link)
Dave Duttry 7:48 PM on March 07, 2012
I love Evernote so much I have created a website designed to help people become Evernote power users. It's at http://david-pathwaystobliss.blogspot.com/
Dave Sawyer 7:58 PM on March 07, 2012
Here's my two cents: combine (1) Evernote and (2) Asana (or Wunderkit). Together, they maximize your efficiency/effectiveness and give you access to whatever you need, whenever you need it, wherever you are.
Expansion of the "Save Articles for Reading" suggestion:
I use the Reeder iPhone app to quickly get through the mass of blogs I try to keep tabs on. When time is short (and even when it isn't), I skim over the blog titles. If the title is intriguing enough, I'll jump into the article and quickly scan it over to see if its content remains as compelling. If yes, in two simple taps I can use the "Save to Evernote" feature to quickly add the full article to my default Notebook ".INBOX", which I review weekly with the same Inbox Zero philosophy described in the article.
Improvement over the "To-Do Lists" suggestion:
I've tried in the past to utilize Evernote to manage my To-Do Lists, but I have always felt that it's just not very well optimized for that task (even after trying to integrate it with well-designed iPhone apps that have integrated the Evernote API, such as Egretlist and Awesome Note).
Instead of using Evernote to manage To-Do lists, I highly recommend checking out either Asana (my preference as of right now) or Wunderkit. Both of those cloud-based services integrate across multiple platforms similarly to Evernote, but they're optimized for their primary objective -- project and task management + team collaboration. Plus, both of those application make it very easy to segregate between Personal and Business related items at your choosing. And, last but not least, they make it easy to either link to or attach docs/files (or it's coming very soon) to eliminate the 15 email revisions problem noted in the article.
Kirsten Hodgson 2:07 AM on March 08, 2012
Great article with some new ideas I'm going to try out.
I use it to take photos of my notes from meetings or client interviews and I then share these with my virtual assistant.
I also dictate things straight into Evernote that I need typing up.
Would love to hear other ways people use it as would be good to use it more effectively.
Tom 3:16 AM on March 08, 2012
Great to combine Evernote with this Visual Note taking tool Deja Vu (http://www.dejavuapp.com). It uses image recognition to automatically label your pics and syncs with Evernote.
Healing Crystal Jewelry 1:06 PM on March 08, 2012
Thank you very much for this info. I have several different organizers that I use, but it would definately be better to organize everything in one place.
AndreaM 4:38 PM on March 08, 2012
It would be useful to note that Evernote is available on Android tablets as well. It's not just for the iPad. I'd recommend giving Evernote credit for being available on more than one platform.
nerdshowandtell 4:47 PM on March 08, 2012
LoL - who's the "Creative / Hipster" that wrote this up and only knows APPLE products and didn't realize the fact Evernote is available and kicks ass on Android for both Phone and Tablets.. Oh ONE version works w/ both ;) Come out of your Apple bubble, its a great world out there!
Ellie Mirman 4:52 PM on March 08, 2012
Haha it's a very user-friendly bubble though! I also have a Kindle and forgot that I have the Evernote app on it, because I never use it... just because I don't like the keyboard on the Kindle.
Good point, though, about it being available on all these different platforms!
nerdshowandtell 10:14 PM on March 08, 2012
Funny, the android bubble is user friendly too, but you need to buy quality devices that come with better experiences. Real android tablets have voice dictation, something apple just now is catching up with.. Android also has had evernote in high resolution for awhile now, something the ipad3 is just now going to be able to do..