Assessor Resource

SIRXMKT002
Use social media to engage customers

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the performance outcomes, skills and knowledge required to manage the use of social media platforms to interact with customers and promote products and services.

It applies to individuals working in customer service management roles in a diverse range of industry sectors and business contexts that have a social media presence. They operate independently with some responsibility for decision making, and within established organisational policies and procedures.

No occupational licensing, certification or specific legislative requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Prepare to use social media.

1.1.Review organisational social media requirements and policies and procedures.

1.2.Research various social media platforms, and identify and compare their audience, functionality and reach.

1.3.Research emerging trends in social media platform use.

1.4.Select social media platforms that meet brand needs and reach target customer.

1.5.Source information and content from internal and external sources for use on social media platforms

1.6.Develop content in line with target audience, brand cultures and social media requirements as required.

1.7.Source or create a social media calendar.

2. Use social media to enhance customer engagement.

2.1.Create opportunities to attract and promote user-generated content.

2.2.Respond to customers in a timely manner, directing them to relevant information as required.

2.3.Identify potential brand damage, and take action to prevent escalation.

2.4.Promptly respond to customer complaints and issues according to social media policies and procedures.

2.5.Adhere to legal and ethical practices for social media use.

3. Promote products and services.

3.1.Identify social media marketing opportunities and curate and post content to promote products and services.

3.2.Use social media to promote special offers, events and promotions as required.

3.3.Post content according to social media policies and procedures.

4. Review social media use.

4.1.Track social media activity using monitoring tools.

4.2.Identify opportunities to improve customer experience, and recommend to relevant personnel.

4.3.Update the look and feel of the social media account to maximise effectiveness.

4.4.Report on social media engagement and reach to relevant personnel.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

research four social media platforms and select two platforms for use, appropriate to business needs and target customer

use the above two social media platforms to engage the customer by:

curating and posting written and visual content appropriate to the target customer

promote one organisational marketing activity

respond to two of the following types of customer social media posts:

customer reviews

user generated content

questions

complaints

troll

review effectiveness of social media platform across a one month period by:

reporting on social media activity

making at least one recommendation for continuous improvement of social media use.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

organisational policies and procedures for social media use

rules and regulations and terms of use of specific social media platforms:

privacy

spamming

copyright

creative commons

social media trends:

trending platforms

consumer behaviour

trending content

various social media platforms:

demographic of primary users

key features and uses

integration into business activity

useability

privacy and security features

costs

legal and ethical practices for use of social media:

responsible use of platforms

responsible marketing practices

fair competition guidelines

duty of care

bullying and harassment policy

types of social media users and their impacts:

troll

angry customer

misguided customer

unhappy customer

complimentary customers

brand advocates

techniques for:

marketing the business using social media platforms:

promoting products

promoting special events

creating brand awareness

responding to customer posts on social media:

customer reviews

user generated content

questions

complaints

troll

social media tools, and their use, for:

monitoring

scheduling social media content

capturing engagement and reach data

commercial impact of social media platform both favourable and unfavourable:

importance of consumer reviews and user generated content

value of building a community of advocates on a social media platform

types of crisis issues or conflicts that can arise on social media locally, nationally and internationally

sources and types of social media content:

product information

images and photos

links to other websites

videos

text and graphics

current trends

Internet.

Skills must be demonstrated in:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

relevant documentation:

organisational policies and procedures for social media use

legal and ethical use of social media

social media content calendar that details:

key events and promotions

milestones and relevant dates

content for release

files for use across social media platforms:

image files

text files

PDF files

audio files

video files

link associated files

computer or mobile device with Internet access

social media monitoring tools

social media platforms

customer postings on social media platforms

assessment activities that allow the individual to work with commercial speed, timing and productivity.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Prepare to use social media.

1.1.Review organisational social media requirements and policies and procedures.

1.2.Research various social media platforms, and identify and compare their audience, functionality and reach.

1.3.Research emerging trends in social media platform use.

1.4.Select social media platforms that meet brand needs and reach target customer.

1.5.Source information and content from internal and external sources for use on social media platforms

1.6.Develop content in line with target audience, brand cultures and social media requirements as required.

1.7.Source or create a social media calendar.

2. Use social media to enhance customer engagement.

2.1.Create opportunities to attract and promote user-generated content.

2.2.Respond to customers in a timely manner, directing them to relevant information as required.

2.3.Identify potential brand damage, and take action to prevent escalation.

2.4.Promptly respond to customer complaints and issues according to social media policies and procedures.

2.5.Adhere to legal and ethical practices for social media use.

3. Promote products and services.

3.1.Identify social media marketing opportunities and curate and post content to promote products and services.

3.2.Use social media to promote special offers, events and promotions as required.

3.3.Post content according to social media policies and procedures.

4. Review social media use.

4.1.Track social media activity using monitoring tools.

4.2.Identify opportunities to improve customer experience, and recommend to relevant personnel.

4.3.Update the look and feel of the social media account to maximise effectiveness.

4.4.Report on social media engagement and reach to relevant personnel.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

research four social media platforms and select two platforms for use, appropriate to business needs and target customer

use the above two social media platforms to engage the customer by:

curating and posting written and visual content appropriate to the target customer

promote one organisational marketing activity

respond to two of the following types of customer social media posts:

customer reviews

user generated content

questions

complaints

troll

review effectiveness of social media platform across a one month period by:

reporting on social media activity

making at least one recommendation for continuous improvement of social media use.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

organisational policies and procedures for social media use

rules and regulations and terms of use of specific social media platforms:

privacy

spamming

copyright

creative commons

social media trends:

trending platforms

consumer behaviour

trending content

various social media platforms:

demographic of primary users

key features and uses

integration into business activity

useability

privacy and security features

costs

legal and ethical practices for use of social media:

responsible use of platforms

responsible marketing practices

fair competition guidelines

duty of care

bullying and harassment policy

types of social media users and their impacts:

troll

angry customer

misguided customer

unhappy customer

complimentary customers

brand advocates

techniques for:

marketing the business using social media platforms:

promoting products

promoting special events

creating brand awareness

responding to customer posts on social media:

customer reviews

user generated content

questions

complaints

troll

social media tools, and their use, for:

monitoring

scheduling social media content

capturing engagement and reach data

commercial impact of social media platform both favourable and unfavourable:

importance of consumer reviews and user generated content

value of building a community of advocates on a social media platform

types of crisis issues or conflicts that can arise on social media locally, nationally and internationally

sources and types of social media content:

product information

images and photos

links to other websites

videos

text and graphics

current trends

Internet.

Skills must be demonstrated in:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

relevant documentation:

organisational policies and procedures for social media use

legal and ethical use of social media

social media content calendar that details:

key events and promotions

milestones and relevant dates

content for release

files for use across social media platforms:

image files

text files

PDF files

audio files

video files

link associated files

computer or mobile device with Internet access

social media monitoring tools

social media platforms

customer postings on social media platforms

assessment activities that allow the individual to work with commercial speed, timing and productivity.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Review organisational social media requirements and policies and procedures. 
Research various social media platforms, and identify and compare their audience, functionality and reach. 
Research emerging trends in social media platform use. 
Select social media platforms that meet brand needs and reach target customer. 
Source information and content from internal and external sources for use on social media platforms 
Develop content in line with target audience, brand cultures and social media requirements as required. 
Source or create a social media calendar. 
Create opportunities to attract and promote user-generated content. 
Respond to customers in a timely manner, directing them to relevant information as required. 
Identify potential brand damage, and take action to prevent escalation. 
Promptly respond to customer complaints and issues according to social media policies and procedures. 
Adhere to legal and ethical practices for social media use. 
Identify social media marketing opportunities and curate and post content to promote products and services. 
Use social media to promote special offers, events and promotions as required. 
Post content according to social media policies and procedures. 
Track social media activity using monitoring tools. 
Identify opportunities to improve customer experience, and recommend to relevant personnel. 
Update the look and feel of the social media account to maximise effectiveness. 
Report on social media engagement and reach to relevant personnel. 

Forms

Assessment Cover Sheet

SIRXMKT002 - Use social media to engage customers
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I declare that the assessment tasks submitted for this unit are my own work.

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Assessment Record Sheet

SIRXMKT002 - Use social media to engage customers

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

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