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Social Media Strategy A Practical Guide To Social Media Marketing and Customer Engagement 2E Julie Atherton Online Ebook Texxtbook Full Chapter PDF
Social Media Strategy A Practical Guide To Social Media Marketing and Customer Engagement 2E Julie Atherton Online Ebook Texxtbook Full Chapter PDF
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“While social media platforms may evolve and change, the fundamental
principles of effective social media strategy remain relevant. This book
focuses on these timeless principles, providing you with a solid foundation
that can be applied across different platforms and adapt to future trends.”
Paul Wickers, CEO and Founder, Huggg
“Social media without the strategy is just, ‘stuff’. Avoid this by using Julie’s
book and the principles in it as your North Star, creating social campaigns
that deliver both commercial and creative value for the brands and organi-
zations you work with.”
Emma Perrett, Strategy Consultant, Industry Unlimited
“Julie’s analysis and insight into the contemporary social media landscape is
enlightening and entertaining – and chock-full of real-world examples any
brand manager operating in the modern social space can live and learn by.
“The first book opened our eyes to the importance of social media to achieve
our business aims. In this second edition, Julie has taken this to another level
with invaluable learning and expert insights, a perfect mix in today’s world.”
Thomas Pinington, Managing Director, Pinington
“Social media continues to move at a dizzying pace, and this timely and
inspiring second edition guides readers using solid strategic principles that
are timeless.
“Social media marketing is no longer optional, and those who use it without
a clear underpinning strategy run the risk of losing ground to those who do.
Julie Atherton carefully unpacks the winning formula for effective social
media marketing in this engaging, stimulating and thought-provoking key
text. I strongly recommend that any marketer worth their salt should have
a copy of this book on their shelf.”
Rob Angell, Associate Professor in Marketing Research, University of
Southampton, and Co-founder, Angell Sloan Research, University of
Southampton
“Social Media Strategy brings together traditional models with the most
current of social trends. This is a must read for established industry leaders
to keep on top of their game as well as providing a great insight for those
wanting to work in the sector.”
James Eder, business coach and Co-founder, Student Beans
“A must for anyone engaged in social media. This book manages to be both
at the cutting edge, forward thinking and a definitive reference of the best
approaches to social. Frankly, it might put me out of a job.”
Adam Fulford, Strategic Consultant, The Thread Team
“This is so much more than a social media ‘how to’ book. By showing where
social integrates with the full suite of marketing tools and channels Julie has
created a mini marketing handbook too. It’s held together by her strong but
simple ABC (audience, brand, campaign) model, and usefully covers social
in the context of important marketing practices like brand purpose, behav-
ioural economics, and customer journey planning. Interspersed with case
histories and interviews with marketing leaders, it was a great read.”
Mark Runacus MBE, Strategist, Acting Chair of Outvertising
“In this new edition Julie Atherton shares her extensive experience and
continues to de-mystify the world of social media to produce a practical,
research-based guide to the successful creation and implementation of social
iv
media marketing strategies. The new edition adds up-to-date case studies
and covers the impact of emerging AI technologies. The book remains
exceptional in linking this to wider marketing strategy and deals effectively
with the difficult issue of the development of the brand in social media. I
have no hesitation in recommending the book for all those interested in
understanding and developing the opportunities for effective customer
engagement in this fast moving and fascinating world.”
Matthew Housden, Principal Lecturer, University of Greenwich, Visiting
Professor, Grenoble Ecole De Management
“This is a powerful and practical social media strategy guide to what makes
truly great work, how to implement it and importantly how to measure it.
An essential read for anyone who wants to implement successful social
media campaigns. Highly recommended.”
Pete Markey, Chief Marketing Officer, Boots UK
“This book is the perfect guide to the contemporary digital culture that we
are all now immersed in. Social media marketing is now such a huge influ-
ence within the consumers choice of brands and customer engagement, that
this book is an essential tool in understanding it. On a personal note, Julie
has been a huge supporter of our degree course and is a highly knowledge-
able and informed person within the realms of social media.”
Lee Thomas, Course Leader B.A. (Hons) Advertising, University of South Wales
“Clear and insightful. This book is the go-to guide for creating a far-reach-
ing social media strategy for your brand, corporate campaign or cause.”
Susan Walkley, Managing Director, Public Relations & Creative Comms, Havas
Life Medicom
v
SECOND EDITION
Julie Atherton
vi
Publisher’s note
Every possible effort has been made to ensure that the information contained in this book is
accurate at the time of going to press, and the publishers and author cannot accept
responsibility for any errors or omissions, however caused. No responsibility for loss or
damage occasioned to any person acting, or refraining from action, as a result of the material
in this publication can be accepted by the editor, the publisher or the author.
First published in Great Britain and the United States in 2023 by Kogan Page Limited.
Apart from any fair dealing for the purposes of research or private study, or criticism or review, as
permitted under the Copyright, Designs and Patents Act 1988, this publication may only be
reproduced, stored or transmitted, in any form or by any means, with the prior permission in
writing of the publishers, or in the case of reprographic reproduction in accordance with the terms
and licences issued by the CLA. Enquiries concerning reproduction outside these terms should be
sent to the publishers at the undermentioned addresses:
2nd Floor, 45 Gee Street 8 W 38th Street, Suite 902 4737/23 Ansari Road
London New York, NY 10018 Daryaganj
EC1V 3RS USA New Delhi 110002
United Kingdom India
www.koganpage.com
The right of Julie Atherton to be identified as the author of this work has been asserted by her in
accordance with the Copyright, Designs and Patents Act 1988.
ISBNs
A CIP record for this book is available from the British Library.
CONTENTS
FIGURES
2.1 The AIDA model in action 18
2.2 The win–win customer decision journey 21
2.3 Social media usage in the customer decision journey (based on a
revisualization of the Edelman customer decision journey) 22
2.4 The most engaging types of in-feed social content 29
2.5 Engagement rates by social media network 30
2.6 Social media’s impact on marketing and PR objectives 31
3.1 Top global brand changes, 2016–18–22 38
3.2 Mapping business models by value drivers 40
3.3 Customer value ecosystem example 45
3.4 An example of a potential VMOST for the UK brand Greggs 49
3.5 A tabular presentation example for a SMART objective 51
4.1 Segmentation variable examples 57
4.2 Population distribution by generation in the United States,
2022 60
4.3 YouTube is GenZ’s most used social media platform 61
4.4 Social listening and other insights 66
4.5 Instagram’s average engagement rates for different content types 67
4.6 Issues affecting airline consumers 68
4.7 Sentiment tracking graph example 73
4.8 What’s being shared via dark social platforms? 76
4.9 How are consumers sharing information or content? 77
4.10 The pen portrait framework 78
4.11 Applying the pen portrait framework to understand a cycling
brand segment 79
4.12 A pen portrait in action 80
5.1 Interdependent versus codependent brand relationship
characteristics 85
5.2 A development of the Chaffey content marketing matrix to enable
it to be mapped to the Edelman customer decision journey 91
5.3 An interpretation of the Lego International Women’s Day content
allocation 94
List of figures and tables xv
TABLES
6.1 Example of a social media channel comparison chart 124
7.1 Extract of Facebook results for the University of Gloucestershire
clearing campaign 145
7.2 Calculating a positive NPS score 154
7.3 Calculating a negative NPS score 154
A2.1 Social channels 246
xvi
LIST OF TEMPLATES
Chapter 2
Telia Finland – #WeRiseTogether
Caterpillar – Cat®#BuiltForItTrials
Chapter 3
Nike – customer value ecosystems
Greggs – VMOST framework
Chapter 4
National Geographic – audience focused approach
McDonald’s – sentiment analysis
Chapter 5
Lego – brand presence and content pillars
McDonald’s – customer value exchange
Sylvia Plath AI – hero, hub, help content in action
SunLife – hero, hub, help model
Ryanair – building trust using TikTok
Chapter 6
Tiny Giant – international business launch
University of Gloucestershire – channel selection
Vivo Life – paid social media
Vittoria – paid social media
xviii List of Case studies and examples
Chapter 8
Karina Garcia – mega influencer
Mumsnet – influencer community
Dreams Beds – using influencers
GoPro – ambassador programme
VOXI – creator activation
Chivas Regal – influencer marketing
Land Rover – product launch
Kellogg’s Special K – influencer community
HypeAuditor – using an influencer marketing platform
Stefani Nurding – social media influencer
Chapter 9
TUI UK – social media customer service
Southwest Airlines – crisis management example
United Airlines – crisis management example
Uber – #DeleteUber
Chapter 10
TUI UK – User Generated Content UGC
Tesco – customer service
iManage – social integration
O Novo Mercado, Brazil – Launching a business with Instagram
xix
ACKNOWLEDGEMENTS
Social media moves so fast, but strong and thorough strategic principles are
timeless. I have really enjoyed creating the second edition, talking to new
and previous contributors, reflecting on what has changed in social since the
first edition, what will be next, and how businesses can be ready to take
commercial advantage. I want to thank my clients for all the opportunities
they have given me to work with them on their social media strategies, and
the lecturers and universities around the world who use the book on their
courses. And a special thank you to all the wonderful contributors who
kindly shared their time, case studies and knowledge: Rachel Clay, Nisa
Bayindir, Sam Beament, Louise Newton, Christophe Folschette, Kerry
Harrison, Richard Norton, Ian Atkinson, Nick Barthram, James Seymour,
Lynsey Sweales, Will Francis, Amie Shearer, Sophie Roberts, Nick Baklanov,
Toby Horry, Amanda Wood, Kate Hartley, James Ainsworth, Stefani
Nurding and Rodrigo Simonsen.
Finally, thank you to all the readers of the first edition and those who
have shared with me their feedback and insights into the great strategies you
have created.
xx
Introduction
How to use this book
influencer marketing. It provides key facts and stats on the varied global
levels of social media engagement and performance.
Chapter 3 – Getting started: Aligning social media goals and KPIs with
your wider business objectives
Any social media strategy needs to be aligned with your overarching busi-
ness strategy. This chapter provides guidance on setting social media goals
and key performance indicators (KPIs) for your PR and marketing campaigns
that support your wider business objectives. Useful templates are provided
to help you start building your own objectives and KPIs.
Chapter 9 – Crisis and reputation management for social media and PR:
A clear guide for the unpredictable
An essential part of any social media strategy is planning for the unexpected.
A brand’s reputation can be significantly improved or harmed in social
media, and this chapter includes key learnings from examples of success and
failure. Interviews with social media crisis consultants and PR professionals
on their planning and reputational management recommendations comple-
ment real examples to provide practical insights and advice.
01
This chapter looks at the role social media plays in business and marketing, and
in setting and delivering to consumer expectations. It considers how social
media is changing with its increased importance in brand discovery and
research, the rise of social commerce and the continued growth of influencer
marketing. It provides key facts and stats on the varied global levels of social
media engagement and performance.
Across the world, in every culture, social media has, for many, become a part
of everyday life. It enables over 4.5 billion people, over 49 per cent of the
global population (Statista, 2023), to stay connected with loved ones and
work colleagues, to share important memories or information, to tell stories
and unleash their creativity, to run and manage businesses, to follow brands
and influencers, and capture not only what they have done, but how they
feel. It is the natural extension of digitalization. Initially a digital replication
of offline human social interactions, it has evolved to create its own social
behaviours and ecosystems that are only possible online. And these behav-
iours are transforming the way we search for information, find products and
services, hear news and build trusted relationships.
For businesses and brands, this means that social media is an essential
and integral part of all marketing and branding, and as such needs to be
embedded in any business or marketing strategy development. Social media
marketers, like digital marketers, are just marketers, and every person
UNDERSTAND HOW SOCIAL MEDIA IS UTILIZED 7
orking in business should understand the role that social media plays. As
w
Bayindir says, ‘Today, we’re experiencing a digital world with social media
at the epicentre of a new reality where virtual personal impressions, posses-
sions and choices are curated on social media profiles and truly becoming
the digital self extensions’ (Bayindir, 2023).
This book looks at social media strategy from a business marketing point
of view. Over the last 30 years, I have been involved in running businesses
and working with clients from both the brand and agency perspective. My
career has spanned global publishing, building an award-winning digital
agency from a start-up, partnering B2C and B2B brands from the automo-
tive, travel, financial services, retail, luxury, utilities and digital sectors,
advising charities and social enterprise businesses and training marketing
professionals and business leaders in digital, brand, social media and content
marketing. This experience has given me a detailed insight into the different
ways that organizations function, how brands are built and can decline, and
how brand, reputation and marketing combine to build value into a busi-
ness. This book uses this experience to demonstrate how to build a social
media strategy that is embedded into your overall business strategy, the
considerations needed and the advantages of this holistic approach.
In addition, while writing this book I have spoken to over 20 leading
social marketers, leaders in their field who still work daily in social media.
They work with brands across the globe in everything from audience research
to social measurement, from social advertising to brand building, from
community management to influencer marketing, and from crisis manage-
ment to content creation. Many run their own businesses, work for global
brands or work on international accounts at award-winning agencies. All
have a unique and insightful perspective on what makes social media work,
how it fits into an overall business strategy, and thoughtful views on where
social will go next. Their interviews are used to highlight different opinions
and provide alternative ideas of how to practically implement your social
media strategy.
Finally, it is important to note that this new edition takes into account the
post-pandemic landscape where digital communication channels have
increased in importance, technological innovation and adoption have been
accelerated and consumer behaviour transitioned into a new normal. It is an
exciting time for social media professionals and a strategic approach has
never been more important.
In the interview below, Rachel Clay reflects on some of those significant
changes.
8 SOCIAL MEDIA STRATEGY
INTERVIEW
Rachel Clay, Influencer Marketing Specialist, Matter of Form
Background
Back in 2019, I thought quite confidently that the West was working towards
the blueprint WeChat has created in China. In effect, they had built this entire
universe with their own payment systems and e-commerce channels, and
everything was very integrated and built around a social media community
framework.
To some extent that is still true. Although Meta has consolidated Facebook,
Instagram and WhatsApp, four years later it hasn’t been fully realized, and
certainly not in Europe. Instagram is a little more advanced in the States in
terms of the e-commerce offering and the capabilities of what you can do
within the app, but there are three factors which seem to have changed the
direction we are taking:
Audience
So, social enables a brand to get closer to its customers or potential consum-
ers either by providing unique and important insights into their behaviour,
their views and how they feel about you to build a powerful, differentiated
and valued positioning, or by using sophisticated and accurate targeting
techniques to ensure you are seen by them. When building your strategy, you
need to understand the social life of your brand or business in relation to
your commercial short- and long-term goals, who your core audiences are,
where they engage in social media, how and what they use it for, and how
social is integrated into their whole life, as well as how you might fit into it
as a brand. Crucially, social media audiences do not exist as separate indi-
vidual relationships with your brand but rather, as networked communities
where your audience engages with different connected groups depending on
the channel and reason they are there. I refer to these as networked audi-
ences and cover them in more detail in Chapter 4. In her interview below,
Nisa Bayindir raises some of the challenges brands face in creating meaning-
ful and profitable relationships with a socially mature and diverse audience
landscape.
UNDERSTAND HOW SOCIAL MEDIA IS UTILIZED 11
INTERVIEW
Nisa Bayindir, Consumer Psychologist and Digital Strategy Director
Background
Social media, naturally, has social at the core of its promise, or at least it did in
its earlier days. It’s such a game-changing phenomenon because it chimed right
in with one of the primary needs of the social animals that we are. Being
socially connected to ‘others like us’ is how we actualize and nurture our
existence, our identities. We grow and evolve as individuals, and become
stronger as groups, through our social interactions. These platforms held a
mirror to people to fulfil their individual and group needs and helped them
validate who they are, or who they aspire to be. Gordon Allport, the father of
personality and trait theories, is also the first scholar to mention the ‘self
extension’ concept – it is the sum of possessions, values and interests that
build or enhance the ego and one’s sense of self. Later, this concept was further
developed in the realm of consumerism. The socially-driven digital world is our
reality where virtual personal impressions, possessions, choices are curated on
digital and social profiles and are truly becoming the digital ‘self extensions’.
Over the last two decades, digital natives have willingly gone through the
constant cycle of adoption of new platforms and interaction formats, resulting
in a new normal in human psychology.
Social media is the melting pot of the extensions of our identities equipped
with a previously unmatched reinforcement of human connections. As social
media brought people/consumers closer, brands strived to get closer to
consumers, and boundaries started to blur. On a B2B level, ‘closed’ networks
like Facebook turned into business platforms and open networks invented new
12 SOCIAL MEDIA STRATEGY
Two key trends we see in the evolution of social media today are actually
brought on by social networks themselves – their competition to offer better,
bigger, sponsored, ‘influenced’ content, entertainment, and so on. With the
ever-growing avalanche of choice and rich content, consumers are now pickier
than ever. Social media is now age-agnostic and there’s increasing discernment
and savviness across all generations. They don’t want to associate themselves,
or their ‘social media reactions’, with just any brand or content – they know
that the internet doesn’t forget, and it’s now almost a case of ‘personal brand
management’ on the consumer level. Brands are no longer *that* interesting,
people are interesting, communities are interesting, human stories are
interesting, authenticity matters. The future lies not so much in format or
brand-led bragging rights, but the human essence in the content that is offered.
Social media is learning to serve the people, not brands.
privacy/familiarity and safety – almost all of these are not what social media
can reliably offer any longer – or at least, they have to work a lot harder to
overcome the consumer concerns around how their data is used. On top of all
this, the whole world went through a crisis of meaning and survival during the
Covid-19 pandemic. The real life that is offline is tangible and especially after
Covid-19, what people miss. People are trying to find ways to mimic and make
up for what they missed – a certain level of meaning, purpose, intimacy and
realness in their lives and connections. Therefore, true connections with social
circles in closed platforms are sought. And, of course, these are platforms
where brands are less welcome unless consumers proactively sign up for
interaction. We are changing the way we use the social platforms: the light-
hearted and entertaining side of social media, or the more ephemeral
channels/interaction types, are not necessarily what creates sustained user
interaction. Commerce, entertainment, news sharing – these are all utilitarian
benefits of social media and they don’t drive conversion as much as they used
to. Brands should use first-party data and social media listening more than ever
before to tap into what purpose they will serve for the consumers.
What marketers need to bear in mind is that they shouldn’t ever give up on
their learning quest to understand real human needs, real life/offline
experience and psychological drivers behind consumer actions – and, to that
end, remember that social media tactics or being omnipotent on all channels
just because they are there are no longer the quick solutions to the problem.
They should unlearn, even overhaul, their brand purpose, their vision, and what
they stand for before creating a robust message to consumers that will
naturally fit with some social networks but not all (and that’s perfectly fine) and
the human experience expectations of consumers on these channels. Social
media is not the means to an end, it’s just one of the tools to use to strike a
chord with the consumer. Ultimately, whatever marketing channel is at play,
only the human, relatable brand messages and an effective seamless offering of
online/offline experiences will go through the intellectual filters of the
consumer interactions in the future.
SOURCE (Bayindir, 2023)
14 SOCIAL MEDIA STRATEGY
Bayindir’s points are insightful. They recognize a more savvy social media
user who manages their own digital presence and their relationships on
social platforms to suit their needs. Brands can be part of these networked
relationships only if they are transparent, trusted and meaningful. In short,
you need to be sure of who your audience is, where they are and how you
can bring value to them through your social media activity.
Brand
Brands aren’t built in one place; the world’s biggest brands exist in multiple
spaces across digital and real-world environments. Even previously pure-
play digital brands such as Amazon have physical stores and as Beament
says, we always need to ‘be conscious of how our brand plays out on social.
For example, a company may design a press ad, but as soon as I take a photo
and upload it to Facebook it becomes social content’ (Beament, 2023).
Importantly, as brands increasingly behave as cultural, purposeful ecosys-
tems and experience becomes the most important metric, social media
ensures your brand has a presence wherever your audience spends their
time. And, with no control over what people say about you in social, ensur-
ing you have a strong brand presence there, which listens and responds to its
communities, will support your wider brand and reputation-building activ-
ity, and provide a narrative to encourage positive interactions. I call this
mature, responsive brand behaviour in social media an interdependent
brand presence and cover it in more detail in Chapter 5.
Campaigns
All organizations want to encourage some form of action from their custom-
ers, consumers or stakeholders. That action might be to buy, visit, donate,
volunteer, promote or a range of other activities, and these actions are core
to the ongoing success of your business. Your campaigns will drive these
actions; some will be created by you specifically for and in social, but you
need to remember that every experience an individual has with your brand
has the potential to be filmed, photographed, commented on and shared,
enhancing or detracting from your brand experiences, and either driving or
diverting the actions you would like them to take. Crucially, as you build
and plan your campaigns, you need to consider which channels require a
UNDERSTAND HOW SOCIAL MEDIA IS UTILIZED 15
continuous organic brand presence and where and how you will use paid
social media to amplify and increase your impact.
These decisions will be impacted by your objectives, budget, skills and
capabilities, but most importantly by how each channel operates and how
your audiences behave there in terms of their social and interest graphs.
These specific questions start to be addressed in Chapter 6 onwards.
Bibliography
Barthram, N (2023) Strategy Partner at Firehaus [Interview], 28 February
Bayindir, N (2023) Consumer Psychologist and Digital Strategy Director
[Interview], 25 February
Beament, S (2023) Content Strategist and Social Media Creative [Interview],
29 March
Clay, R (2023) Influencer Marketing Specialist, Matter of Form [Interview],
3 March
Statista (2023) Number of social media users worldwide from 2017 to 2027,
13 February, www.statista.com/statistics/278414/number-of-worldwide-social-
network-users/ (archived at https://perma.cc/HH2R-F99E)
17
02
●● Interest: Once the consumer is aware, the next phase seeks to generate
interest in a particular product or service. At this stage, more detailed infor-
mation is given either via the advert or on the company website. Consumer
interest can be piqued with interesting or useful information, especially if it
is unique to your product or especially targeted to your audience.
●● Desire: Turning interest into desire is when your brand really needs to
stand out from its competitors and create an emotional connection. What
is the compelling reason to choose you? Is your brand the market leader,
the most aspirational or the best value? Ideally, the consumer will be
persuaded to desire your product by the product itself or the initial
advert, but often, and especially for B2B or high-value sales, this process
will take time and require many different information and persuasion
elements. For example, to stimulate and increase desire, car manufactur-
ers use product configuration pages on their websites to encourage poten-
tial customers to visualize the exact colour and features they prefer.
●● Action: This phase is the turning point, the conversion to the sale or the
sign-up as a lead, depending on your marketing objective. Your market-
ing needs to be clear about the next step to take – ‘buy here’, ‘book now’,
‘register’. Often the action will take place on your e-commerce site but it
could be on your website, over the phone, in the physical world or, of
course, on social media.
●● When the AIDA model is drawn, it is often shown in relation to the market-
ing funnel to demonstrate the process for a particular business and the
reducing volumes at each stage (Figure 2.1). The examples below demon-
strate the type of marketing activities that might be used at each stage.
Marketing activity
Awareness
Decreasing
volumes Interest
Desire
Action
Social media ads, social posts, ‘How to’ Tik Tok and YouTube
blogs, podcasts, likes or referrals videos, UGC, customer forums
from influencers, friends or and communities, closed social
colleagues can all initiate a groups or pages can reinforce the
brand’s inclusion in a potential buying decision and help the
customer’s consideration set. customer enjoy their purchase.
本书版权归Kogan Page所有
INTEGRATED CUSTOMER ENGAGEMENT 23
No potential customer has a goal to buy from your brand. They have a need
or desire that buying from your brand could satisfy. By focusing on enjoy-
ment, the experience of using the product or service, rather than the purchase
itself, you create a win for both the customer and the brand and a much
greater chance of advocacy and bonding.
Social media can be used at every stage of the customer decision journey
to support and drive the process, and offers the opportunity to improve the
experience as well as encourage sales and bonding, as shown in Figure 2.3.
本书版权归Kogan Page所有
24
TEMPLATE 2.2 Mapping the customer decision journey
Marketing objective: Insert your objective here: Raise brand awareness, deliver qualified leads, etc
本书版权归Kogan Page所有
Another random document with
no related content on Scribd:
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Dracæna, when old, has the appearance of being dichotomously branched; it has
the power of increase in thickness, and may become enormously thick. The
Dragon-tree of Teneriffe, measured by Humboldt, attained a circumference of 14
m. and a height of 22 m.; the leaves are large, linear or linear-lanceolate.—
Cordyline (East Asia), various species in gardens and greenhouses (Yucca is
closely allied). Astelia.
Pollination. Paris quadrifolia and Convallaria majalis have no honey, and are
chiefly visited by pollen-collecting bees (in the absence of insect visits self-
pollination takes place); Polygonatum multiflorum has honey secreted by septal
glands and protected by the base of the tubular perianth; it is pollinated by humble-
bees, etc. Asparagus officinalis has small, polygamous, greenish, honey-bearing
flowers; the ♂-flower is almost twice as large as the ♀; both have rudiments of the
opposite sex.
About 555 species; especially from N. America, Europe, and Central Asia.
Officinal: “Dragons’-blood,” a red resinous juice from the stem of Dracæna
and the roots of some Central American species of Smilax. The tuberous stems of
the Eastern Asiatic Smilax glabra are officinal. The flowers of Convallaria majalis
have been lately used as a substitute for Digitalis. Pungent, poisonous properties
are possessed by Paris. None of the species are used as food, except the young
annual shoots of Asparagus officinalis, a shore-plant which is used as a vegetable.
Order 4. Pontederiaceæ. Flowers generally zygomorphic, hypogynous, ☿, with
handsome, white or violet, petaloid perianth which forms a tube at its base. The
stamens are inserted at different heights in the perianth-tube, and are reduced to
three (in Heteranthera seldom to one). In some the ovary is trilocular with ∞ ovules
(Eichhornia), in others reduced to one loculus with one ovule (Pontederia). Fruit a
capsule or nut. Embryo as long as the abundant, mealy endosperm.—Tropical
water-plants (22 species) with peculiar sympodial branching, nearly the same as in
Zostera. Spikes without floral-leaves. Many intercellular spaces in the stem and
leaf.—In greenhouses: Eichhornia azurea, E. crassipes (both from tropical and
sub-tropical S. America); the latter has swollen petioles which serve as floats and
enable it to float freely on the water, sending down its roots into the mud.
Heteranthera reniformis, H. zosterifolia. Pontederia cordata.
Order 5. Amaryllidaceæ (Narcissi). The flower is epigynous,
otherwise exactly the same as in the Liliaceæ (6 stamens). The
majority, like these, are also perennial herbs with bulbs and scapes.
The fruit and the other characters as in the Liliaceæ. The external
appearance is, however, very different.
A. Amarylleæ have bulbs and the leaves generally arranged in
two rows; the flowers are borne singly or in umbel-like inflorescences
on lateral scapes, while the main axis of the bulb is unlimited.
Beneath the inflorescence is an involucre (Fig. 309).—Galanthus,
Snowdrop, has a polyphyllous perianth without corona; the three
inner perianth-leaves are emarginate and shorter than the outer; the
anthers dehisce apically. Leucojum differs in having the perianth-leaves equal
in length.—Amaryllis has a funnel-shaped perianth, entirely or nearly polyphyllous,
but somewhat zygomorphic. Crinum; Hæmanthus; Clivia.—Narcissus has a
tubular corona, a ligular structure arising from the perianth-tube
exterior to the outer stamens. In Pancratium (Fig. 309) the corona is united
with the filaments which appear to spring from its edge. Eucharis amazonica.
Fig. 309.—Pancratium caribæum.
B. Hypoxideæ. The leaves, which are grass-like, dry, folded, and in some hairy,
spring from a rhizome, generally with a divergence of 1/3. Flowers small, perianth
polyphyllous, persistent, on which account perhaps the Hypoxideæ may be
considered as the least altered type. The chief characteristic is that the embryo is
separated from the hilum. Hypoxis; Curculigo (C. recurvata, a favourite ornamental
plant; S.E. Asia).
C. Alstrœmerieæ. (Alstrœmeria, Bomarea); stems long, leafy, often climbing.
D. Vellosieæ (Vellosia, Barbacenia); stem woody, usually dichotomously
branched, with terminal, single flowers; it bears numerous aerial roots which pierce
the leaves and surround the stem. Stamens often (by splitting) 6–18. High table-
lands of S. America and S. Africa.
E. Agaveæ. Very similar to the Bromeliaceæ both in their distribution (nearly all
American) and in external appearance. They appear as gigantic bulbous plants
with perennial, aerial, generally short stem, and perennial, large, lanceolate or
linear, stiff, thick, and often thorny leaves, which form a large rosette; after the
course of several (8–20) years the terminal inflorescence is developed, which is
10–12 m. high, paniculate, and freely branched. Before the inflorescence expands,
a large quantity of sugar-containing sap is collected from A. americana by
removing the terminal bud; this on distillation yields “pulque,” the national drink of
Mexico. After flowering the entire shoot dies, but the subterranean lateral shoots
survive and reproduce the plant.—Agave americana, etc.; Fourcroya; Polianthes
tuberosa (Tuberose; Central America).
Distribution. The 650 species are chiefly natives of S. Africa and S. America.
Clivia, Hæmanthus, Amaryllis are from the Cape; Narcissus from S. Europe,
whence many species have been introduced; Galanthus and Leucojum are
especially from S. and Central Europe, and from the Caucasus.
Uses, few, except as ornamental plants: Galanthus nivalis; Leucojum;
Narcissus pseudonarcissus, N. poeticus, N. jonquilla, N. tazetta, etc.; Amaryllis,
Alstrœmeria, Eucharis, Crinum, Vallota, etc. The vascular bundles of the various
species of Agave (Agave rigida, var. sisalana, sisal hemp,) are used for cordage,
etc.
Order 6. Bromeliaceæ. The flowers are hypogynous, epigynous
or semi-epigynous; the perianth is divided into calyx and corolla;
stamens 6. The fruit is a capsule or berry with many seeds.
Endosperm mealy, embryo small, at the edge of the endosperm, but
not enclosed by it.
Fig. 310.—Aechmea miniata.
Fig. 311.—Multiple-fruit of Ananassa
sativa.
Perennial herbs with a very characteristic appearance (Fig. 310);
the stem is most often short, thick, and crowned by a rosette of many
leaves, which are long, often very narrow, leathery, stiff, and with a
spiny edge; they are usually channeled, completely closing round
each other, with their edges forming a tightly closed hollow, in which
generally water is collected (this among other things insulates the
inflorescence and thus prevents the access of creeping insects, such
as ants). The presence of numerous stellate, water-containing hairs
often gives the leaves a grey appearance, and the layers of cells
beneath the upper epidermis of the lamina form an “aqueous tissue,”
which serves as a protection against the rays of the sun and
regulates the evaporation. The stomata are often situated in furrows
on the underside of the leaf, and hence cause a striped appearance.
They are all American (525 species), especially from S. America,
where they live partly as epiphytes on trees, partly in the clefts of
rocks, often on the steepest slopes, to which they firmly attach
themselves by aerial roots; some are terrestrial. The stem is seldom
tree-like or many metres in height (Puya, in Chili; Hechtia, in
Mexico). The inflorescence is a terminal spike, raceme, or panicle,
often with large and brightly-coloured floral-leaves. The flowers are
without scent. The seeds, in the species whose fruit is a capsule, are
often provided with wings (hairs, expansions, etc).—Ananassa
sativa, Pine-apple (W. Indies, Central America) is cultivated for the
sake of its juicy, aromatic fruits, which coalesce with their fleshy
bracts and form a large spike-like fruit-cluster (multiple-fruits,[29] Fig.
311) bearing on its apex a leafy shoot, which may be used as a
cutting. Seeds very rarely developed.—Tillandsia (T. usneoides is a
filamentous, richly branched, rootless epiphyte hanging in masses
from trees; Trop. Am.), Aechmea, Billbergia, Pitcairnia, etc.
Uses. The leaves of the Pine-apple, in its native country, are used for the
manufacture of cloth.
Order 7. Hæmodoraceæ. 120 species; in all parts of the world except Europe;
perennial, often tomentose and resembling the Bromeliaceæ, Iridaceæ and
Amaryllidaceæ. Hæmodorum (Australia).—To this order belong Ophiopogon,
Peliosanthes, Sanseviera, and others.
Order 8. The Iridaceæ have epigynous, hermaphrodite flowers
with petaloid perianth as in the Amaryllidaceæ, but the interior whorl
of stamens is entirely suppressed, and the 3 developed outer
stamens have extrorse anthers (Fig. 279); there is 1 style with 3
large, generally more or less leaf-like branches bearing the stigmas.
Ovary and capsule as in the Amaryllidaceæ and Liliaceæ.—
Perennial herbs; bulbs are rarely found, but horizontal rhizomes,
corms, etc., take their place. The leaves are (except Crocus) as in
the Iris, two-rowed, equitant and sword-like. Flowers or
inflorescences terminal.
The Iris (Flag) has a horizontal rhizome. The flowers are borne in
the leaf-axils in fan-like inflorescences (rhipidium). The branches of
the style are large and petaloid; on their under surface may be seen
a small projecting shelf (Fig. 312 a) having on its upper surface the
stigmatic hairs. Beneath the branches of the style are 3 well
protected stamens, and immediately outside these the external
perianth-leaves. The honey is secreted in the perianth-tube, and the insects,
endeavouring to obtain it through the narrow passages at the base of the stamens,
settle upon the outer perianth-leaves, which are bent backwards and often very
hairy along their central line. The insects then rub their backs on the anthers just
above them, beneath the branches of the style; they readily deposit the pollen on
the stigma of another flower as they enter it, but cannot do so in withdrawing, since
the stigma is pushed back, and self-fertilisation is thus avoided. The stylar
branches lie close to the outer perianth-leaves, which are just beneath them, or
separated by a distance of only 6–10 mm.; the first form of flower is adapted for
Rhingia rostrata, the latter for bees.—Crocus has vertical, tuberous,
underground stems surrounded by the leaf-sheaths (corms), and
terminal flowers; the linear leaves are not equitant, but have two
longitudinal furrows on the under side. The perianth is gamophyllous
and funnel-shaped. The stylar branches (stigmas) are fleshy, rolled
together in the shape of a horn, and split along the edge.—Gladiolus
has corms like the Crocus; spikes with slightly zygomorphic, almost
bilabiate flowers, most frequently turning to one side. Position of the
leaves as in the Iris.—Diplarrhena has 2 fertile and 1 barren stamen;
Hermodactylus has a unilocular ovary with 3 parietal placentæ. Cypella and
Tigridia have bulbs.
Fig. 312.—Iris pseudacorus. One external and two
internal perianth-leaves, and one of the stylar-branches
have been removed, y The outer, i the inner perianth-
leaves; g stylar-branch; a stigma; s anther. The ovary is
seen in longitudinal section.
770 species; chiefly in the countries round the Mediterranean, and in Africa,
especially the Cape (Gladiolus, Ferraria, Moræa, Galaxia, Sparaxis, Antholyza,
Tritonia, Ixia, etc.), Australia and Tropical America (Sisyrinchium, Tigridia, Cipura,
Cypella, etc). A great number are ornamental plants: the cultivated Crocus-species
are from the South of Europe and Asia; Gladiolus communis from S. Europe; the
other species principally from S. Africa. The native species of Iris are I.
pseudacorus (yellow) and I. fœtidissima.
Officinal: the stigmas of Crocus sativus (Oriental, cultivated in France, Spain,
Italy, and Austria), used as a colouring matter, saffron; the rhizomes of the S.
European Iris florentina, pallida, and germanica (“Orris-root”).
Fig. 313.—Dioscorea batatas: A ♂-plant; B ♂-flower; C ♀-plant (nat. size); D, E
♀-flowers (mag.); F seed; G embryo.
Order 9. Dioscoreaceæ. Perennial herbs with fleshy, often very
large tuberous rhizomes (or roots); twining stems; leaves stalked,
often arrow- or heart-shaped, lobed, palminerved and finely
reticulate as in the Dicotyledons (Fig. 313). The flower is diclinous
(most frequently diœcious), regular, epigynous, small, and of a
greenish colour, but otherwise typical (Pr3 + 3, and A3 + 3, or G3); in
most instances 2 ovules are placed one above the other in each
loculus. The inflorescence is a spike or raceme, sometimes richly
branched and paniculate.—The order approaches most nearly to the
Amaryllidaceæ.
Tamus (Bryony) has a berry, Dioscorea (Yam) a thin-walled, 3-
edged or 3-winged capsule (Fig. 313). Both have subterranean or
aerial tubers; the Yam very often also developes tubers in the axils of
the foliage-leaves; tuberous roots are said to occur in D. batatas.
The tubers of many species of Yams (D. batatas from China and
Japan, D. alata, South Sea Islands and India, D. bulbifera) are a very
important source of food in the Tropics, especially the first-named.—
Testudinaria; Rajania.—The tuberous stem of Tamus communis and
Testudinaria elephantipes, and some species of Dioscorea is formed from one
single internode (epicotyl), and the aerial shoots are developed from adventitious
buds; in T. elephantipes the stem is aerial, and covered with thick scales of cork,
regularly arranged, and separated by grooves.
Tropical order (167 species); 2 species (Tamus communis and Borderea
pyrenaica) in Europe.
Family 6. Scitamineæ.
The flowers belong to the ordinary monocotyledonous type. They
are hermaphrodite, epigynous, and have either a petaloid perianth,
or calyx and corolla; they are, however, zygomorphic or
unsymmetrical, and of the stamens most frequently only one is
completely developed, the others being generally represented by
petaloid staminodes. The ovary has 3 loculi, more rarely it is
unilocular with the suppression of 2 loculi. Endosperm is absent
(except Zingiberaceæ); but, on the other hand, there is a large
perisperm. To this family belong large, glabrous, especially perennial
herbs with rhizomes; leaves large, distinctly divided into sheath,
stalk, and blade, the latter being more or less elliptical or lanceolate,
entire, with pinnate venation, and always with a very well-
pronounced midrib, gradually tapering towards the apex, and giving
off numerous branches, which run outwards, towards the margin, at
a larger or smaller angle; these lateral veins are closely packed, and
parallel, but with only weak, connecting branches between them; the
leaves, therefore, are easily torn pinnately (Figs. 314, 317). The leaf-
sheaths close tightly round each other and form a false stem.
This very natural family comprises orders closely connected with
each other, but is not itself nearly allied to any other family. First in
the series stands:—
Order 1. Musaceæ. The petaloid perianth is strongly
zygomorphic, the anterior leaf being very large (a kind of “labellum”),
the posterior one small; only the posterior stamen is wanting, or is
rudimentary, the other five are developed, and have quadrilocular
anthers; ovary, 3-locular. Seed with straight embryo in mealy
perisperm.
Family 7. Gynandræ.
The flowers are hermaphrodite and constructed on the ordinary 3-
merous, pentacyclic type with petaloid, epigynous, strongly
zygomorphic perianth, and generally one-stamened by the
suppression of the other 5 stamens. The family has derived its name
from the fact that the stamen is united with the style into a “stylar
column” (except Burmanniaceæ). All are herbs; many grow as
epiphytes on other plants.
This family and the Scitamineæ occupy correspondingly high positions among
the Monocotyledons; these two families may therefore be placed close together,
although one cannot be derived from the other. The first of the two orders is very
small, but the second is very rich in species. The Apostasieæ are best classed
with the Orchidaceæ and have no independent place.
Order 1. Burmanniaceæ. This order forms a transitional link
between the Gynandræ and the epigynous Liliifloræ
(Amaryllidaceæ), in having a 6-leaved perianth, and 6–8 stamens;
but some have a labiate perianth (the median perianth-leaf of the
outer whorl being very large). The ovary is most frequently unilocular
with three parietal placentæ; but in some it is 3-locular with axile
placentation. Capsule. Seeds ∞, small, with endosperm. The
relationship to the Orchidaceæ is shown especially in the very
imperfectly developed embryo and in the ovary. Small, tropical herbs
(59 species); some are saprophytes.