ITT for the Provision of Social Media Management Tool

Energy Saving Trust owns over 38 social media accounts across various channels. To manage all the accounts effectively, we need a powerful social media management tool. As our social media presence continues to grow, we would like to evaluate the tools available in the market and select the best tool that is in line with our budget and can empower us to achieve our marketing goals.

Energy Saving Trust owns 42 social media accounts across various channels. To manage all the accounts effectively, we need a powerful social media management tool. As our social media presence continues to grow, we would like to evaluate tools available in the market and select the best tool that is in line with our budget and can empower us to achieve our marketing goals. Please refer to below for requirements.

Role of the Contractor

Provide all of the “essential” requirements and any or all of the “value-added” of the social media management tool requirements and specifications listed in the ITT:

Scheduling:

Essential

• Simple scheduling process (including multimedia posts)
• Scheduling across multiple platforms (including story scheduling)
• Reel scheduling with Instagram grid option
• Filing posts by campaign
• Post preview
• Save as drafts
• Repost evergreen content
• Content approvals
• Accept multiple image/video formats
• Add alt text

Reporting:

Essential

• Overview of paid and organic post-performance across platforms
• Engagement metrics: likes, shares, comments, saves, reactions
• Reach and impressions tracking (paid vs. organic)
• Follower growth over time
• Click-through rates (CTR) for links in posts
• Video views and watch time
• Campaign-level performance reporting
• Platform-specific breakdowns
• Exportable reports (e.g., PDF, CSV)
• Custom date range selection
• Top-performing content identification
• Audience demographics overview
• Paid media spend and ROI tracking
• Cost-per-click (CPC), cost-per-impression (CPM), and conversion metrics

Value added

Provides clear insights into both paid and organic performance. Helping teams access quick reporting tools to make informed decisions on campaign activity.

Social listening and brand mentions

Essential

• Real-time monitoring of brand mentions across platforms
• Sentiment analysis of audience conversations
• Keyword and hashtag tracking
• Competitor mention tracking
• Influencer and media coverage alerts
• In-depth reporting for posts and inbox messages
• Campaign-level analytics

Social community management and engagement:

Essential

• Ability to respond to inbox messages and comments across platforms (Facebook, Instagram, LinkedIn, Twitter/X, YouTube, TikTok, BlueSky)
• Unified inbox for monitoring comments, mentions, and messages
• Reporting on number of messages responded to
• Assign messages to specific team members or platform users
• Forward messages and comments via email
• View full message history from users
• Add and manage customisable tags for message categorisation

Governance and Team Management:

Essential

• Granular control over user access and permissions
• Ability to assign roles based on responsibilities (e.g. content creator, approver, analyst)
• Audit trail of user activity for accountability (e.g compliance and audit)
• Centralised management of social media accounts
• Ability to manage multiple teams or departments within the platform
• Customisable workflows for approvals and publishing

Customer support and training:

Essential

• Availability of customer support for troubleshooting and assistance
• Access to training materials and resources (tutorials, user guides, FAQs)
• Onboarding sessions or training programs provided by the vendor
• Dedicated account manager for ongoing support and queries

IT security and GDPR

Essential

• Server infrastructure must comply with UK GDPR requirements
• Data must be stored and processed securely within approved jurisdictions
• Platform must support secure user authentication and access controls
• Ability to archive and retrieve communications for compliance purposes
• Clear data handling policies aligned with FCA and ICO expectations
• Support for data subject access requests (DSARs) and deletion requests
• ISO/IEC 27001 certification or SOC2.

Please refer to the ITT and PSQ documents attached to this notice.