Tips for Using Evernote in Marketing

Become a marketing super-star with the power of Evernote. All your research, meetings,and contacts, instantly searchable at your fingertips.

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You know how it goes, you find a great article online that has a great fact or tidbit in it. Later that week (or month) you are talking about just that article with a colleague and you want to send them the article…but here’s the rub. You have to find that article again. With so many opportunities to find and pursue content, from Facebook, to Twitter, to your new Feed Reader (since Google has announced the demise of Google Reader), email newsletters, and handouts from various meetings and conferences, the odds that you will be able to find exactly the article you’re looking for are minimal at best. And the time it will take you could be significant.


My solution: Evernote. According to their website, Evernote’s proposition is threefold.

  • Capture anything. Save your ideas, things you like, things you hear, and things you see.
  • Access anywhere. Evernote works with nearly every computer, phone and mobile device out there.
  • Find things fast. Search by keyword, tag or even printed and handwritten text inside images.

You’ve probably heard of Evernote, you may even use it. I know I had, and until recently used it intermittently, only to clip web pages that had bits of code I hoped to be able to find again at some point in the future. But this year, I discovered the real power of Evernote and its true power. And this was that moment…

My Evernote Ah Ha Moment

I have about 100 Brand Books from various companies in PDF form that I have collected. And every time I wanted to find an example of “Venn Diagrams” or “Manifesto” or “Brand Personality“, I had to open each and every Brand Book until I found the two or three examples that I could use to refer to. As you can imagine, this was tedious and time consuming. Of course I had a pretty good idea of the 10 or so that I regularly used, but sometimes, I want more variety. The answer? Evernote. Since Evernote can search within PDF documents (and Microsoft Documents), all I had to do is get the documents into Evernote. And it turns out, that you can setup your Evernote Desktop program to import a folder on your computer. So I simply setup a rule that any document in my Brand Book folder should be automatically imported into Evernote. Now all I have to do to find a Brand Book that references “Brand Keywords” is to open Evernote, go to my Brand Book folder and search for “Keywords.” Any Brand Book that contains the word “Keyword” will automatically appear. Then it’s just a matter of paging through the Brand Book to find the specific reference. This ensures that I can find all references, quickly and thoroughly.

Of course you probably don’t have about 100 Brand Books that you regularly search, but think about all those documents you do have, from your friends, colleagues, and co-workers, from bloggers you like to follow, and from all that internet content we are exposed to on a daily basis. You just have to get it into Evernote to harness the power of all that relevant and interesting data. And Evernote makes it so easy.

  • Use Web Clipper, which simply sits in your browser and when you push it, sends the page you’re looking at to your Evernote account.
  • Grab the mobile version for your smart phone and you can take pictures of documents you just received in a meeting and send them to your Evernote account — and the text in those images is SEARCHABLE!
  • Check out Evernote Hello to take a picture of the business card you just received (and have it send the picture of the card to Evernote, simultaneously scan the card for data, read the contact information from the card, go out to LinkedIn and look for a complete contact profile, AND load it into the contact list on your phone in under 30 seconds). WOW!
  • Take handwritten notes on a regular-old-ordinary notepad during your meeting, and take a picture of those notes with your Evernote App on your smart phone and… you guessed it, the image is sent to Evernote and yes, it’s searchable. (Even bad handwriting is inexplicably searchable–it’s miraculous really.)
  • Powerbot Apps makes a little program that sits inside your email client (Google Apps/Gmail or Outlook) and gives you a button that allows you to send that email directly to your Evernote account.
  • And for that Google Reader replacement? I’m liking Feedly a lot, but they don’t have an integrated conduit to Evernote (yet–one can hope). But they do have the ability to send the post by email, and the ability to specify an autopopulated bcc. All I had to do is load my Evernote email address (yep, you get a private address to email directly to your Evernote account) in as the automatic bcc on any email sent. Then if I find an article I want to keep tabs on, I click the email button and “send”, it automatically goes to my account.
  • Want more? Want to see some really interesting integrations? Check out IFTTT for Evernote uses that may spark your imagination.

Now here’s the real killer-app element….you can access all your Evernote notes, wherever you are. On your mobile phone, on your computer, on the internet, on your tablet…well you get the idea. It’s all instantly accessible. 

Evernote: The Killer-App for Marketing and Beyond

As you can see the opportunity to become a marketing super-star is palpable with the power of Evernote. All your research, all your meetings, all your contacts, ((all your starred items from Google Reader)), and all the content you come across on a daily basis, at your fingertips. Plus, if you’ve got Evernote Web Clipper enabled in your browser, those documents searched and returned to you every time you open Google to search for anything. That’s powerful.

Of course, Evernote only gets better as you expand its use beyond your Marketing life and into every aspect of your life. All the same principles that work for Marketing documents also work for Recipes, Thank You notes, scribbled bits of paper that you need to keep, your diary, etc., etc., etc. The possibilities are literally endless.

So, do you use Evernote? How do you use it? What are your favorite apps for expanding its features? Please share your thoughts below!

Tisha Oehmen

Tisha Oehmen is a professional brand strategist and a leader in the branding field. She was recently named a member of the Global Guru’s Top 30 Brand Gurus. She is also the co-founder of Oregon-based Paradux Media Group and the best-selling author of the book, Finding Brand: The Brand Book Tutorial.

Possessing expertise in both front- and back-office operations, Tisha conceptualizes, develops, and implements initiatives to foster brand effectiveness like no other. With over 15 years of experience in branding and marketing, Tisha has successfully led large financial institutions and health care companies down the path of renaming their business.

Where Tisha really shines is in the work that isn’t done. Sometimes a name change for a business isn’t in their best interest and after meeting with Tisha, they are able to find the true value and equity that has always been in their brand. Tisha has a special knack of being able to communicate the value so that the CEO/Business owner can see its luster and then with a little polishing, make it shine company wide.

Tisha is best known for developing long lasting branding campaigns that speak to the heart of the business, the brand, and the community. True brand, no matter how big or small, has longevity. Creating branding campaigns that have longevity, that have a laser-like focus, is where Tisha thrives.

Tisha received her M.B.A. from the University of Oregon, from where she also earned a B.A. in Political Science. She enjoyed a distinguished academic career punctuated by enthusiastic and successful participation in competitive speaking events, and holds numerous awards for her skill in public speaking. Tisha is widely recognized for her ability to capture an audience’s attention with her straightforward and engaging speaking style.

When not working, she enjoys golfing, baking, reading, and hiking with her partner, Mike, and their two dogs, Chloe and Jackson. She’s also an active member of Rotary International, the Chamber of Commerce, and is a very proud supporter of the Oregon Ducks. Tisha lives in Eagle Point, Oregon.

Reader Interactions


  1. Dave Patrick says

    Evernote is the greatest invention since the whisky still!

    I love it to bits. I did all my research and actually drafted wrote my First Kindle Book on it!

    Prosperity to all Evernote users!


  2. Steve Roe says

    I love Evernote and how it can be used from a desktop, laptop, IPad, and IPhone etc. and it synchs automatically. My notes are always available.
    I enjoy keeping lists by categories in Evernote. If I have a thought for a future newsletter, I have a list for that. If I see something I may want to refer back to later, I take a picture of it and store in the appropriate Evernote folder. Some ideas may not be useful right now but could be in the future – I keep the note in Evernote. Even if I don’t have Internet access at a particular time, I can still make a note in Evernote and it will synch later to each of my devices. Great service. I started out with the free version and later upgraded to the paid version for the additional storage benefits.

    • Tisha Oehmen says

      Glad to see another fellow Evernote-lover here in Southern Oregon. 🙂 You’re right, I’ll often put stuff into Evernote as a “just in case”, then it’s always findable and can be referenced easily.

  3. Rick Cano says

    Hi Tisha and thanks for a great article….I too have been using Evernote for almost 4 years…..I actually found it in my research after I had read that Google was discontinuing their support of Google Notebook. I learned about a year ago that it works on Podio as well..which I use for Web Team communications on projects I work on where i’ve been hired as a “collaborator.” Thanks again

    • Tisha Oehmen says

      Hi Rick! Great to “see” you here. 🙂 I’d forgotten it integrates to Podio. We tried Podio for a while, but ended up settling on ActiveCollab for our project management here at Paradux. Unfortunately, Evernote doesn’t integrate with ActiveCollab at this time, but there’s always hope for the future…. have a great week!

      • Rick Cano says

        Hey Tisha….a couple of years ago when I felt more comfortable working with Evernote, Podio etc….I decided to use the Evernote plugin for WordPress as well….and within 90 days I almost doubled my traffic number. Take look at my blog and then click on one of the articles and you’ll see the “clip” logo for Evernote on every page, post, custom posts etc.

  4. Lorenzo C. says

    My favorite Evernote features are “email to Evernote” and the web clipper (javascript bookmarklet). The web clipper even works on my iPhone and iPad.

    When I’m browsing the web and discover something interesting, I just tap on the bookmark for the web clipper and it saves to Evernote.

  5. Vin DiCarlo says

    Before Reading Your Article I didn’t Know How To Use Evernote for Marketing. Thanks For Share This Informative Article With Us.

  6. Ronit says

    Mind = Blown. I never thought one can use Evernote for marketing! All I thought evernote can do was, well… Note.
    Thanks for this tip!

  7. harshit says

    Woo.. actually i am searching for something else , unfortunately opened your page , i just saw your article it’s worth for reading , i bookmarked your page whenever i got time surely visit your page again.
    thank you for sharing !!!! keep posting

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