Thursday, March 31, 2016

The 4 P's!

It’s time to develop the marketing strategy!  The 4 P’s (product, price, place and promotion) will now be described to assist in this process.

Product Platform:

First, product strategy!
A product is anything that can be offered to a market to satisfy a want or need, it can be: physical goods, a service, an experience, an event, a person, a place, a property, an organization, information, or an idea. In social marketing, many campaigns include:
  • Benefit the target audience wants in exchange for performing the behavior
  • Any goods and services you will be promoting to your target audience
  • Any additional product elements you will include to assist your target audience in performing the behavior
When developing the product it is important to keep in mind the following three levels:
  • Core Product- the benefit the audience wants in exchange for performing the behavior
    • What’s in it for the customer to adopt the behavior?
    • What problem(s) will it solve?
    • What needs will the desired behavior satisfy?
    •  Ethical considerations: the core product suggest the benefit an individual will receive if they perform a behavior, however, how can you really ensure this is true. Also, how much should you disclose about the probability of success if you cannot ensure this level of success will be attained?
  • Actual product- any tangible goods and services you will promote
    • Could be existing goods or services or new goods or services
    • Ethical considerations: decisions have to be made relative to the specific behavior being promoted. For example, providing discounted, at home drug and alcohol tests for parents to use with their teens.  Could this create worse consequences for the family structure than the positive effects of keeping teens safe?  Another ethical consideration for the product is to examine how visible a funder’s name is in the campaign.
  • Augmented product- additional product elements to support behavior change
    • These are sometimes considered optional but may be what the individual needs for encouragement, removing barriers, or sustaining the behavior
    •  These could also present an opportunity to brand the campaign to create more attention, appeal and memorability
    •  Ethical Considerations: ethical considerations in this case could be more relevant if campaigns are tax funded, aka, did this program “performed as promised”. 
Additional information about the product:
Thinking forward to product design, it may be more beneficial to use design thinking.  This means focusing less on the object and more on an approach to designing products that fulfill human desires, solve problems, and create world-changing innovations, which were brought up in the core product.


Should your product have a brand?  While brands in social marketing are not as common as in the commercial sector the use of a brand (any name, term, sign, symbol or design) that identifies the product as being unique could be beneficial in the marketing campaign.

Price:

Price is the cost the target audience associates with adopting the desired behavior and includes four dimensions including: monetary incentives and disincentives & nonmonetary incentives and disincentives.  Monetary items are usually associated with any good or service that is needed to adopt a behavior.  Nonmonetary items are intangible and include costs such as time, effort, energy, psychological risk and physical discomforts.  when developing the price, it is important to increase the benefits or decrease the costs, this can be done through:
  •  Increasing monetary benefits for the desired behavior
    • Example: providing a 3.5 cent credit for using your own grocery bag or giving a $5 gift card for blood donations
  •  Increasing nonmonetary benefits for the desired behavior
    • Example: offering an extra point for hocky teams who do not receive any penalties
  • Decreasing monetary costs for desired behavior
    • Example: offering coupons for bike helmets
  • Decrease nonmonetary costs for the desired behavior
    •  Example: offering detailed maps and signs where produce can be purchased by WIC customers at farmers markets
  • Increase monetary costs for the competing behavior
    • Example: impose fines for those who text and drive
  • Increase nonmonetary costs for the competing behavior
    • Example: encouraging teens to develop their own messages and provide personal reasons for delaying sex in a teen abstinence campaign
While prices for tangible goods and services are normally set by retailers and producers, social marketers can decide what good and services would be beneficial in facilitating a behavior change, suggest discounts and incentives, and promote their use.

Ethical Considerations:  Social equity, potential exploitation, public shame, and full disclosure of costs all come into question when discussing pricing.  These are all fantastic ethical considerations and one must ensure to address them when determining the price for the product.

Place:

Location, Location, Location!  “Place in social marketing is where and when the target audience will perform the desired behavior, acquire goods, and receive associated services.”

Develop a place strategy:
  • Make the location close to the target audience
  • Make the location appealing
  • Be where your target audience shops
  • Be where your target audience hangs out
  • Extend hours
  • Be present at the time when the target audience will make a decision
  • Overcome psychological barriers associated with place
  • Be more accessible than the competition 
  • Make access to competition more difficult or unpleasant
  • Work with existing distribution channels
Ethical Issues:  The ethical issues surrounding place often arise when considering distribution channels and their equity and/or unintended consequences.  One way to tackle the issue of equity is to add more places at more times.  Overcoming unintended consequences may be slightly more difficult, however, social marketers can implement pilot programs with the intention of measuring behavior change and thus use these data for future campaign implementation.

The Last P- Promotion:

Promotion is, “Giving your brand a voice and establishing a dialog with your consumers.”

A 1-2 page creative brief can be an effective way to establish clear, meaningful, believable and distinctive messages while ensuring all team members are on board.  Typical elements in the creative brief are:
  • Purpose of communications
  • Target audience
  • Communication objectives
  •  Positioning statement
  •  Benefits to promise
  • Support for the promise
  • Style and tone
  • Openings
Moving forward to developing the message strategy, it's important to keep in mind that this is focused on what the actual content of your message will be and will answer the questions:  What do you want your target audience to do? What do you want them to know? What do you want them to believe?  The messages can be one sided (telling all the good) or two sided (mentioning product shortcomings).  When picking how many sides you want your message to have, research suggests that one-sided messages are generally more accepted by those who already favor your product, while two-sided messages may be more accepted by those who oppose your product.  It’s also important to consider what stage of change your target audience is currently in while developing the message.

Creative strategy (how do get from the content to the specific communications):
  • Keep it simple and clear
  • Focus on audience benefits
  • When using fear, follow up with solutions and use credible sources
  • Try for messages that are vivid, concrete, and personal
  • Make messages easy to remember
  • Have a little fun sometimes  (the opposite of fear based messages)
  • Try for a BIG IDEA
  • Consider a question instead of a nag
  • Make norms more visible
  • Tell real stories about real people
  • Try crowdsourcing
  • Appeal to psychographic characterizes and desires of the target audience
When you’ve gotten all this done… Don’t forget to PRETEST your overall message before moving forward in the process!

Ethical Considerations: Please try your best to make sure your messages are accurate and not misleading and that the language and graphics are clear and appropriate for exposed audiences.  The question is; whose criteria should you use?  (most of the time it will be the funders criteria).


Kotler, P. & Lee, N. (2016). Social Marketing: Changing behaviors for good.  Thousand Oaks, CA:Sage.




Tuesday, March 29, 2016

Crafting a Positioning Statement

Positioning is the act of defining the organizations actual and perceived offerings in a way that resonates with the target audience.

According to Lee and Kotler, one way to craft a positing statement (for internal use) is to fill in this phrase:
We want (TARGET AUDIENCE) to see (DESIRED BEHAVIOR) as (ADJECTIVES, DESCRIPIVE PHRASES, SET OF BENEFITS, OR WHY THE DESIRED BEHAVIOR IS BETTER THAN THE COMPETING BEHAVIORS) 

For example, “we want pregnant women to see breastfeeding exclusively for the first six months as a way to bond with their child and contribute to their health and as more important than concerns about nursing in public.”

When considering your positioning statements, they can be
  • Behavior-focused
  • Barrier-focused
  • Benefits-focused
  • Competition-focused
Kotler, P. & Lee, N. (2016). Social Marketing: Changing behaviors for good.  Thousand Oaks, CA:Sage.

Identifying Barriers, Benefits, Motivators, and the Completion

More on formative research! As stated before, formative research is a way to get to know your audience before developing a final product.  In the process of formative research the campaign developers will assess knowledge, attitudes, practices, and beliefs to learn the target audience’s:
  • Perceived barriers
  • Desired benefits
  • Potential motivators
  • Competition to completing the desired behavior 
Ultimately, the exchange theory does a great job of explaining people’s reasoning for taking action: for an exchange to take place, the target audience must perceive benefits equal to or greater than the perceived costs (or barriers).  Furthermore, In the process of formative evaluation campaign developers may decide to shift the target audience or objectives. 

Ethical considerations:  The biggest ethical consideration in the formative evaluation process is the process itself.  To ensure your team is following all guidelines it is a good idea to consult an Institutional Review Board (IRB). 

Kotler, P. & Lee, N. (2016). Social Marketing: Changing behaviors for good.  Thousand Oaks, CA:Sage.

Delving Deeper into Research- Formative Evaluation Research

Formative evaluation research can enhance a campaign’s effectiveness by guiding the development of sophisticated strategies and effective messages and providing data and perspectives to improve message creation. It can also be helpful for determining which approaches are the most promising or counterproductive.  

The first phase of formative evaluation research is preproduction research. In this phase, data are accumulated on audience characteristics that relate to the medium, the message, and the situation within which the desired behavior will occur.  Preproduction research usually occurs through focus groups, surveys, and secondary analysis.  Preproduction research can be further enhanced by sense making methodology that encompasses in depth interviews. During preproduction research there are 4 broad areas that campaign planners usually explore:
    • Identifying audience segments- in this area, the primary and secondary audience are identified
    • Specifying focal behaviors- identify the promising options that are the most amenable to change, isolating certain unpopular but essential behaviors that will require persuasive emphasis, and eliminating campaign from certain peripheral behaviors that will be widely resisted by the audience
    • Elaborating cognitive and affective variables- this area takes into consideration knowledge, literacy, beliefs, perceptions, attitudes, values, salience priorities, efficacy and skills
    • Ascertaining channel usage patters- amount of time spent using various communication mediums 
The second phase of formative evaluation research is pretesting. Pretesting is a systematic process that gathers information on the intended audience’s reaction to preliminary version of messages before the final production.  Pretesting differentiates between, developing and testing the concept vs. creating and testing the test message.  Concepts are ideas that can take the form of sketches, key phrases, etc.  Pretesting in the concept phase can be particularly useful to provide direction and eliminating weaker approaches, which can save time and money.  It can also be useful in generating vernacular and appropriate language can be revised for the target audience.  After moving from concept to test message, campaign developers are testing a complete message in the rough form.  At this stage campaign developers are assessing how effective a message will be by assessing:
    • Attention
    • Measuring comprehension
    • Identify strong and weak points
    • Determining personal relevance
    • Gauging sensitive or controversial elements
Techniques used to pretest are:
    • Focus groups
    • Individual in depth interviews
    • Central-location intercept interviews
    • Self-administered questioners 
    • Theater testing
    • Readability testing
    • Usability testing
    • Gatekeeper review 
Rice, R., & Atkin, C. (1989). Public communication campaigns. Newbury Park: Sage Publications.

Theory Tidbits

Diffusion of Innovation Theory:
Diffusion of Innovation is a process by which an innovation is communicated through certain channels over time among members of a social system. 

Innovations: An innovation is an idea, practice or object that is perceived as new by an individual or other unit of adoption.  The following 5 factors of an innovation affect adoption:
  1. 1. Relative advantage- the degree to which an innovation is perceived as better than the status quo
  2. 2. Compatibility- the degree to which an innovation is perceived as consistent with existing workflow and value systems of potential adopters
  3. 3. Complexity- the degree to which an innovation is perceived as confusing or difficult to use
  4. 4. Triability- the degree to which an innovation may be experimented with and considered before final adoption
  5. 5. Observability- the degree to which the results of an innovation are visible to others

The innovations theory uses the following picture to describe the time it takes for an individual to pass through the “innovation-decision” process to adoption:
  1. 1. Innovators - These are people who want to be the first to try the innovation. They are venturesome and interested in new ideas. These people are very willing to take risks, and are often the first to develop new ideas. Very little, if anything, needs to be done to appeal to this population.
  2. 2. Early Adopters - These are people who represent opinion leaders. They enjoy leadership roles, and embrace change opportunities. They are already aware of the need to change and so are very comfortable adopting new ideas. Strategies to appeal to this population include how-to manuals and information sheets on implementation. They do not need information to convince them to change.
  3. 3. Early Majority - These people are rarely leaders, but they do adopt new ideas before the average person. That said, they typically need to see evidence that the innovation works before they are willing to adopt it. Strategies to appeal to this population include success stories and evidence of the innovation's effectiveness.
  4. 4. Late Majority - These people are skeptical of change, and will only adopt an innovation after it has been tried by the majority. Strategies to appeal to this population include information on how many other people have tried the innovation and have adopted it successfully.
  5. 5. Laggards - These people are bound by tradition and very conservative. They are very skeptical of change and are the hardest group to bring on board. Strategies to appeal to this population include statistics, fear appeals, and pressure from people in the other adopter groups.

Glanz, k., B.K., &Viswanath, K. (2008) Health behavior and health education: Theory, research, and practice. San Francisco, CA: Jossey-Bass
Kotler, P. & Lee, N. (2016). Social Marketing: Changing behaviors for good.  Thousand Oaks, CA:Sage.

Stages of Change/Transtheoretical Model:
The Stages of Change aka the Transtheoretical Model was originally developed from research done on individuals trying to quit smoking.  This theory incorporates six main constructs:
  1. 1. Precontemplation- no intention to change behavior
  2. 2. Contemplation- recognize that a problem exists and considering action within 6 months
  3. 3. Preparation- actively planning to take action within 1 month
  4. 4. Action- behavior change begins and has been occurring for less than 6 month
  5. 5. Maintenance- behavior change continues and individual work to prevent lapses in new regiment, individual have been taking action for more than 6 months
  6. 6. Termination- relapse is no longer a concern and the behavior has been permanently changed  (some deny that this stage exists)
This theory is believed to be more cyclic than linear as individuals can jump from one stage to another and do not have to move through stages fluidly.

Other constructs used in the processes of change:
  • Consciousness raising
  • Dramatic relief
  • Self-reevaluation
  • Environmental reevaluation
  • Self-liberation
  • Helping relationships
  • Counterconditioning
  • Reinforcement management
  • Stimulus control
  • Decisional balance 
  • Self-efficacy 

Glanz, k., B.K., &Viswanath, K. (2008) Health behavior and health education: Theory, research, and practice. San Francisco, CA: Jossey-Bass
Kotler, P. & Lee, N. (2016). Social Marketing: Changing behaviors for good.  Thousand Oaks, CA:Sage.

Health Belief Model:
The Health Belief Model is a psychological model that attempts to explain and predict health behaviors.  This model is based on the understanding that a person will take a health-related action if a person feels that a negative health condition can be avoided, has a positive expectation that taking the recommended action will help avoid a negative health outcome, and believes that they can successfully take a recommended health action.  The main constructs used in this model include:
Construct
 Definition
 Application
Perceived Susceptibility
One's opinion of chances of getting a condition
Define population(s) at risk, risk levels; personalize risk based on a person's features or behavior; heighten perceived susceptibility if too low.
Perceived Severity
One's opinion of how serious a condition and its consequences are
Specify consequences of the risk and the condition
Perceived Benefits
One's belief in the efficacy of the advised action to reduce risk or seriousness of impact
Define action to take; how, where, when; clarify the positive effects to be expected.
Perceived Barriers
One's opinion of the tangible and psychological costs of the advised action
Identify and reduce barriers through reassurance, incentives, assistance.
Cues to Action
Strategies to activate "readiness"
Provide how-to information, promote awareness, reminders.
Self-Efficacy
Confidence in one's ability to take action
Provide training, guidance in performing action.
https://www.utwente.nl/cw/theorieenoverzicht/Theory%20Clusters/Health%20Communication/Health_Belief_Model/

Theory of Reason Action/Theory of Planned Behavior:
The Theory of Reason Action aka Theory of Planned Behavior focuses on constructs relating to individual motivations for performing a specific behavior.  This theory assumes the best predictor of behavior is behavioral intention, which is determined by attitude and social normative perceptions toward the behavior.  The main constructs in this theory are:
  • Attitude- determined by individual beliefs about outcomes or attributes of performing the behavior and weighed by evaluations of those outcomes or attributes
  • Subjective norms- determined by individual beliefs about whether others will approve or disapprove of them performing the behavior and weighted by the motivation to comply with those individuals
  • External variables- demographic variables, personality traits, and environmental factors (indirectly influence behavioral intention)
Glanz, k., B.K., &Viswanath, K. (2008) Health behavior and health education: Theory, research, and practice. San Francisco, CA: Jossey-Bass
Kotler, P. & Lee, N. (2016). Social Marketing: Changing behaviors for good.  Thousand Oaks, CA:Sage.

Social Cognitive Theory/Social Learning Theory:
The Social Cognitive Theory aka Social Learning Theory relies heavily on the constructs:
  • Outcome expectancies (perceived benefits): refers to the value placed on an outcome: the perceived benefit of performing a behavior must outweigh the cost to the individual
  • Self-efficacy: one’s belief in their own ability to carry out a behavior.  One’s confidence in their ability to carryout a behavior is enhanced through observing social norms and others performing the behavior

The triadic reciprocal causation model has also been used in the social cognitive theory depicting the interaction between personal determinants, environmental determinants and behavioral determinants:


Bandura, A. (2005).  The evolution of social cognitive theory. In G.K. Smith & M.A. Hitt. Great Minds in Management (pp 9-35). Oxford: Oxford University Press.

Social Norms Theory:
The social norms theory states that much of what people’s behavior is influenced by perceptions of what is “normal” or typical.  Norms are rules groups use to determine appropriate or inappropriate behavior along with values, believes and attitudes.  This theory can be used in health communication campaigns by advertising healthy social norms, such as; “Most northwestern Montana’s young adults (88%) don’t drink and drive”.
Glanz, k., B.K., &Viswanath, K. (2008) Health behavior and health education: Theory, research, and practice. San Francisco, CA: Jossey-Bass
Kotler, P. & Lee, N. (2016). Social Marketing: Changing behaviors for good.  Thousand Oaks, CA:Sage.

Community Readiness Model:
The community readiness model assesses the stage of readiness of a community to develop and implement programs by conducting key informant interviews with community stakeholders. There are 6 key dimensions evaluated and scored from 1-9 with the score of 9 being the highest: 
  • Past efforts
  • Community knowledge of efforts
  • Leadership
  • Community climate
  • Community knowledge of issues
  • Resources



Knowledge Gap:
The Knowledge Gap Theory uses the idea that knowledge and information is not equally distributed across populations with people with more formal education and higher socioeconomic statuses are more likely to benefit from information from media campaigns. Increasing the information available in the system would only exacerbate the already existing differences between these groups.  Example:  Sesame street was originally developed to assist disadvantaged children prepare for kindergarten. While these children did in fact learn information that assisted in the preparation for kindergarten so did children of higher social economic statuses resulting in a larger knowledge gap between children of low and high economic statuses.

Glanz, k., B.K., &Viswanath, K. (2008) Health behavior and health education: Theory, research, and practice. San Francisco, CA: Jossey-Bass
Kotler, P. & Lee, N. (2016). Social Marketing: Changing behaviors for good.  Thousand Oaks, CA:Sage.

Agenda setting:
The Agenda setting theory refers to how the media’s news coverage determines which issues become the focus of public attention. This theory rests of two basic assumptions; the media filters and shapes reality instead of simply reflecting it, and the sssumption that the more attention the media gives to certain issues, the more likely the public will be to label those issues as vital ones.  There are three basic types of agenda setting:
  1. 1. Public agenda setting
  2. 2. Policy agenda setting
  3. 3. Media agenda setting

Glanz, k., B.K., &Viswanath, K. (2008) Health behavior and health education: Theory, research, and practice. San Francisco, CA: Jossey-Bass
Kotler, P. & Lee, N. (2016). Social Marketing: Changing behaviors for good.  Thousand Oaks, CA:Sage.

Cultivation Theory:
The Cultivation Theory states that media blurs, blends and bends reality for heavy consumers.  This theory has been most extensively applied to violent, crime, race, politics, and gender. Four elements of the Cultivation Theory include:
  • 1st order- viewers estimate the occurrence of some phenomenon
  • 2nd order- the attitudes formed around a phenomenon 
  • Resonance- viewers see images and messages in the media that are congruent with their won realities
  • Mainstream- monopolized symbols in the media that dominate outside ideas and discourse; a relative commonality of outlooks 
Glanz, k., B.K., &Viswanath, K. (2008) Health behavior and health education: Theory, research, and practice. San Francisco, CA: Jossey-Bass
Kotler, P. & Lee, N. (2016). Social Marketing: Changing behaviors for good.  Thousand Oaks, CA:Sage.


Risk Communication:
Risk in the health context refers dangers to be described, assessed, and managed for reduction or prevention of a negative outcome. Risk Communication focuses on how individuals and groups perceive, process, and act on their understanding of a risk and how the media and other powerful institutions shape these processes for outcomes.  This can be done on the individual or community level as part of a health communication campaign. 

Glanz, k., B.K., & Viswanath, K. (2008) Health behavior and health education: Theory, research, and practice. San Francisco, CA: Jossey-Bass
Kotler, P. & Lee, N. (2016). Social Marketing: Changing behaviors for good.  Thousand Oaks, CA:Sage.

Framing Theory:
Framing can be:
  • How messages frame and argument positively or negatively
  • How a problem is defined and the definition is influenced by the power of culture and/or the frame sponsors

Framing often uses exemplars or narratives and may be used to target sensation seeking individulas

Glanz, k., B.K., &Viswanath, K. (2008) Health behavior and health education: Theory, research, and practice. San Francisco, CA: Jossey-Bass
https://www.pinterest.com/pin/201606520793291023/