Why Do Marketers Still Struggle With Decision Making?

By most accounts, CMOs are increasing their organizational spending on social, mobile, and analytics. One recent study places this budgetary increase at 12.2 percent over the next year.

The increase is in addition to social media spending, which already accounts for more than 10 percent of most total marketing budgets. In five years, this same spending will eventually account for about 25 percent of most total marketing budgets. And none of this news should surprise anyone at all, especially with the increased attention that marketers are giving to the growth of online video.

Digital marketing and social media are mainstream even if measurement remains somehow elusive to marketers. 

What should surprise people instead is that marketers readily admit that they don't really know how to measure the outcome of their efforts. In fact, only 15 percent of CMOs say they have successfully proven a quantitative impact associated with their social media efforts. Conversely, 41.5 percent of marketers haven't been able to show any impact from their social media efforts. The mind boggles.

This apparently nagging inability to measure outcomes is a symptom and not the problem. The problem is how many organizations lack a marketing or communication plan and, even more commonly, how many lack good marketing or communication plans. If they did have good plans, measurement wouldn't be a problem as the key has always been to set realistic and measurable goals.

It's almost impossible to measure outcomes that aren't tethered to objectives. 

Likewise, it's almost impossible to not be able to measure outcomes if they are tethered to realistic, measurable, and specific objectives. And ideally, those objectives will be drawn from the organization's mission, vision, and strategic plan.

Why is this important? Because specific business goals — along with considerations like product or service life cycle, market share, consumer base, competition, proximity, resources and self-imposed restraints — lead to very specific marketing and communication goals. Consider just a few of them:

• Introduce new products or services. While awareness is worthwhile, introducing new products and services means more than people knowing something exists. Communication objectives can be grounded in outcomes like market position, brand recognition, and value proposition retention.

• Capture market share. Given market share is a key indicator of competitiveness among competitors and market viability. Subway, for example, focused on market share when it stopped defining its market as sandwich shops and started attacking the quick service market.

• Become an industry leader. Most companies that strive to be industry leaders market the influence of the leaders and knowledge of their industry more than they do their products or services.  Becoming a trusted source increases credibility and results in significant market advantage.

• Improve customer loyalty. Organizations that want to increase customer loyalty invest in marketing that reinforces individual relationships, personalization, and the best possible customer experience. Some include incentives, but only those that reinforce positive customer experience.

• Increase product profitability. Sometimes reining in a marketing plan, pushing loss leaders, or reducing non-productive expenses can mean more to a company than expansion. The same objective can also include add-on items that require no additional marketing and well-timed follow-up sales.

• Increase gross sales or revenue. Increasing sales (units sold) and revenue (money made) can sometimes be likened to a throwaway objective in that sales and revenues are often the natural outcome of every objective listed. So if you include this objective, make it specific — X percent of increase in the marketing budget will generate X percent increase in sales within three or six months.

• Become a good corporate citizen. Responsible corporate citizens that support the communities in which they operate often benefit from increased visibility, credibility, and opportunity. Outreach programs can be especially effective when they lift up communities, creating the most potential customers.

• Foster a strong corporate culture. Whether the objectives is tied to acquiring top talent or is more market oriented in better meeting the needs of the customer, a strong corporate culture pays dividends by positioning the company from its people out. Allocating more to internal communication can help.

• Nurture ideas and innovation. When companies make this their objective, marketing enjoys a pretty clear directive that their content and creative ought to aspire toward the same goals. Apple used to be the best example in marketing innovation but not so much nowadays.

• Increase store or website traffic. If this is the objective, it almost always has to be tied to some residual effect such as lead generation, conversation, or community building. The challenge with the concept is to keep it relevant so the traffic counts don't lose customers for life in the process.

• Shape public opinion. If we remember that the primary objective of any marketing and communication program is to change behavior or public opinion, then it stands to reason our objectives ought to define what change we anticipate. Once launched, measure the change.

Naturally, these objectives (most of which would need to be fine tuned and more specific to work) only scratch the surface. There are dozens and hundreds of organization-specific objectives that could be taken into consideration, including proximity, community culture, competition, etc. (For example, a marketing plan for an Asian restaurant in China Town would look very different from a plan in a suburb without one or a farm town without many dining options.)

In fact, these variables (and marketing's unwillingness to accept they exist) are the primary cause for confusion. Too many marketers are looking for some holy grail of marketing plan and outcome measurement that somehow manages to cast the whole of marketing (and each of its tactics) into a plug and play template. But outside of making a few marketing consultants rich on 10-step books in the short term and shifting marketing budgets to social, they work for relatively few organizations.

So before your organization jumps on social, mobile, and analytics wagon, make sure any budget increases are tied to strategic objectives that can be readily measured. Who knows? You might discover a different communication vehicle for your company, one your competitors would never consider.

Emerging Markets And Wealth Are Changing Consumer Behavior

While some luxury brands continue to express interest in courting Generation Y, a demographic loosely defined as those born between 1977 and 1994 in the United States, other brands are setting their sights on another segment all together. They see the next surge in luxury consumers not confined to American Millennials but driven by emerging markets such as India and South Africa.

One new study, Wealth X, sees India producing as many as 437,000 millionaires by 2018 (and doubling again by 2023).The nation also has a young, well-educated population with high levels of entrepreneurship and business ownership, underpinned by a well-developed legal system.

Wealth growth in Africa — especially markets such as South Africa, Nigeria and Kenya — continues to be driven by a naturally entrepreneurial population at an annual rate of over 10 percent. Not only are those markets rich in natural resources, but they also have a new foundation for technological innovation.

In addition, the study predicts Iran, Turkey, and Mexico will become economic bright spots among global markets. These markets will continue to be influenced by western European and North American definitions of luxury (including a shift from physical luxury to experiential luxury.)

Five behavioral shifts expected from emerging markets. 

• Hyper-Localization. Although the world is shrinking, wealthy consumers are identifying with the cities where they work and live (and not necessarily their countries). As a result, brands need to prepare for an increasingly nonlinear development of economies and wealth creation as well as the important role proximity advertising and marketing will play in reaching those new millionaires.

• New Frontiers. An increase in new wealth will continue to drive a growing early adopter segment hungry for new experiences. In addition to new frontier experiences such as space tourism and global investment opportunities cited in the study, pay attention to augmented and virtual reality space.

• Luxury Experiences. Millennials are not the only population segment that is more interested in experience over products. The rich in emerging markets are increasingly shifting luxury consumption away from product purchases to lavish experiences like extreme locations and underwater holidays.

• Hyper-Personalization. As well as fundamental rarity, personalization is expected to become the second major driver of exclusivity in the next decade. This will continue to manifest in tailored and unique products as well as one-off experiences.

• Privacy and Intimacy. There will be an increasing desire for privacy among the wealthy in the future, yet at the same time a desire for greater intimacy among the select providers they trust. As a brand is truly defined by the relationship between itself and its customers, the newly rich will look for near flawless experiences from a shrinking pool of brands they trust.

These behavioral shifts will have a profound effect on brands. 

These are not the only shifts expected in the attitudes and psychology of the emerging wealthy. The study predicts those joining the ranks of the wealthy will become increasingly concerned about the economy, geopolitics, wealth preservation, privacy, and health care options.

With the recent financial crisis still fresh in their minds, they will be keenly sensitive to issues such as wealth preservation and the return on investment in every area of their lives from financial holdings to how they spend family holidays. At the same time, as wealth continues to become globalized, there will be an increased demand for personalization with design eclipsing technology and exclusivity defined by something other than price point alone.

The Wealth-X Part II study, which covers the next 10 years of wealth and luxury, is currently available without a registration barrier. In review, many of the concepts presented in the study are not confined to having an impact on luxury brands alone. As an emerging class of globalized rich continues to emerge, their behaviors will have a significant influence over consumer expectation on all organizations — especially in hyper-localized minded cities with increasingly unique identities.

Marketers hoping to find opportunities in behavioral shifts ahead need to begin focusing on proximity, flexibility, exclusivity, and improving the customer experience. Entrepreneurs need to look toward new frontiers that create entirely new markets — space travel, oceanic exploration, virtual reality, near-invisible energy production, and biotechnology among them.

What Could A Leaner P&G Teach Us About Marketing?

It's a new discussion that isn't new. Every few years, someone wants to break up Proctor & Gamble, which is the largest publicly traded personal products company in the world. With a market capitalization of $220 billion, it's also one of the largest companies in the United States.

Some of the reasoning is tied to sales. The company recently reported 3 percent growth in organic sales, but its CEO suggested that growth could have broken 4 percent if it had split off some brands. Specifically, the idea is to keep the top 70-80 products that generate about 90 percent of its sales.

About 23 of those top brands boast sales ranging from $1 billion to $10 billion, and 14 with sales of $500 million to $1 billion. All those would be kept, even if some stakeholders think the time might be right to break it up in bigger chunks rather than shed smaller assets like Duracell.

Some of the reasoning is psychological. Big companies rarely capture double digit growth rates. They are also prone to job cuts and restructuring, which can take a toll on employee morale. Most people see them as threatened by smaller and much more nimble competitors, especially those with a keenness for innovation — something P&G has tried to keep by developing a new model for R&D much like it did for marketing, which led the company to embrace digital at a deeper level.

How a leaner P&G could produce a better marketing model.

From a marketing perspective, breaking P&G into three or four big chunks doesn't make as much sense, especially after the company successfully retooled its marketing division to think more like brand managers and less like corporate number crunchers. The result has been mixed, with the lackluster launch of Tide Pods but the iconic #LikeAGirl campaign that people still talk about.


Perhaps all the company needs to do to reinvigorate growth is to even out those marketing efforts by reimagining a hybrid between its old and new models. Once the company successfully diverges some of its non-core brands, P&G could develop a brand partnership model that provides each brand manager more market insight, consumer data, negotiation power, and creative co-ops that cross over from one brand to the next. (e.g., #LikeAGirl might not be confined to a single brand.)

There are times where P&G succeeds in developing collaborative strategies. As an Olympic sponsor, the company successfully promoted several brands as part of one package. Its sentimental Thank You Mom campaign during the 2012 summer Olympics, for example, resulted in a $500 million sales boost and prompted an encore for the winter games. (The company was ready with 38 different YouTube commercials before the Olympics even started.)

Even better than the immediate return, any P&G converts will deliver a lifelong return for the company. It's this kind of forward thinking that continually leaves a positive impression. Now all the company has to do is start thinking beyond a singular event to bind its brands. Spontaneous crossovers could go a long way, especially for a company that reinvests more revenue into marketing.

Such a move by P&G could reinvigorate marketing. 

Much like the company already directs regions and media, P&G could be on the verge of a much more versatile marketing machine, one that is worthy of a case study. Such a program could be built with individual brand campaigns with the most successful providing crossover opportunities and uniting themes (combined with bigger buys) for the others. It would reinvigorate some marketing theory, even for small companies willing to partner with complementing and non-competing businesses.

Such a move would also quell the idea that P&G needs to be broken up into three or four big chunks, given the resilience of flexible marketing comes from a bigger network of brands (not a smaller one). Sometimes the brand could market itself (with shared research, etc.) but other times build off something another brand has built or reinforce each other's reach by sharing a proven theme.

What do you think? In an era when consumers appreciate smaller companies rather than the giants of the past, some people believe it is too late for any behemoths. Others disagree. They see some of today's giants rewriting the playbook while their pockets are still deep and revenues large. And with the company vested in innovation, such as 3-D bioprinting, no one really knows what could be next.

The Problem With Chasing Profits For Most Companies

A long-time colleague of mine used to make every prospect he met chuckle over his quip that he wasn't in the "advertising business." He was in the "check cashing business." The more money his marketing strategies generated for his clients, the more often they would write him checks.

His delivery was something of a marvel too. He said it with such smug confidence that you wanted to sign up with his firm. "Yes, yes! I want to be in the check cashing business too." Who doesn't?

The notion of making money is a powerful one. It has been baked in the balance sheet for some companies — enough so that their culture permeates it. Every incentive is built around growth, awareness, profits, and sales. And there doesn't seem to be any problem with it, until this thinking begins to create gaps between the business and its customers.

How profit margins are maligning the airline industry.

On one hand, the airline industry is enjoying record-setting profits. But on the other hand, the customer experience continues to crash as airlines charge for every luxury, convenience, and necessity while stripping away customer comfort and service.

Higher fares, hidden fees, and fewer employees contribute to a growing problem, exacerbated by the additional hurdles created by airport security. There is no question about it. Flying is worse. There are problems: more lost bags, more oversold flights, more flight disruptions, and more lapses in customer service than ever before. And most analysts are predicting it will get worse before it gets better. Even reward miles are a bit of a shell game on some carriers. You can earn them, but not redeem them.

Even when USA Today called flying something to be endured rather than enjoyed last year, nothing changed. The airlines simply doubled down and let things slip a little further. They might again too.

With 87 percent of all air travel dominated by four carriers, being travel unhappy is the new normal unless you happen to be a shareholder. Airlines profits have soared as airlines limit seats to make themselves look like attractive incentives. It's no longer about cost recovery, but inflated demand.

So what is really happening? Airlines are simply operating with a profit mindset, banking on the drop in oil prices and their ability to hold fares at their current level. It's a short-term boon to be sure. With the roomiest today really the tightest seats of ten years ago, it's becoming ripe for disruption.

Nobody really knows what that form of disruption might be. Maybe it will be a high speed rail system that relies less on fuel prices or the future proliferation of automated cars that make road trips less taxing. And while some people still equate such solutions with science fiction, either seem more likely than the emergence of more JetBlues (that won't succumb to investor pressures).

The bottom line is that the airline industry is leaving itself open for competition much in the same way taxi cab companies created the ride sharing disruption, the music industry forced the digital disruption, and the reference material market killed its print. Others are ripe for disruption too.

Almost all of them had the same thing in common. They tried to consolidate or regulate rather than diversify or communicate. They sacrificed customer service for cost containment. They placed profits ahead of their value propositions. They considered themselves invulnerable to disruption.

Profits are a by-product of innovation, attitude, and cohesiveness.

The best businesses never place profits first. They value all of their constituents — customers, employees, shareholders — equally. In fact, according to What America Does Right by Robert H. Waterman, Jr., companies that do are four times better in revenue growth, eight times better in job creation, 12 times better in stock prices, and 756 times better in new income growth.

So why do some people say put profits first? Most of them believe that revenue and expenses are somehow opposing forces. But they really aren't. They often work together, provided you can demonstrate a value proposition that justifies a slightly higher premium. Make it worth it.

Sure, some people can argue that no one will notice one missing olive. But eventually, someone will notice that the entire salad has gone missing, along with the peanuts, pretzels, blankets and pillows.

It's also why CEO Doug Parker seems to be struggling to meet his goal of "restoring American to the greatest airline in the world." To do it, he will have to reverse engineer profit-first thinking that has dominated the carrier since "olive" accounting was instituted years ago. In its place, the airline will have to remember that sometimes an olive is an expense, but sometimes it's an investment. Ergo, great reputations aren't built on scarcity principles. They are built on meeting elevated expectations.

It's a lesson that long-time colleague of mine eventually learned. His "check cashing business" was shuttered. It turns out that the prospects he won over were quick to miss the "advertising business."

Customer Loyalty Is Hardwired Into Customer Experience

Enrollment levels in customer loyalty programs may have reached an all-time high, but that doesn't mean all loyalty programs are created equal or that all customers are equally loyal. According a study recently released by Bond Brand Loyalty, as many as one-third of all loyalty program participants wouldn't remain loyal to the brand if it weren't for the program.

Some executives might not care beyond the surface sales data, but expect that sentiment to change in the near future. Customers are becoming more selective about loyalty programs despite having increased their enrollment from 10 in 2014 to 13 in 2015. Mostly, they want to avoid spam-centric programs that push out content and opt in to those that truly listen and understand their customers.

Shelly DeMotte Kramer, CEO of V3 Integrated Marketing, was right to note that there is often a perception gap between customers and the companies that are trying to win them over, citing a recent report by DotMailer. Whereas most customers said they join loyalty programs to receive discounts as an incentive to make a purchase or when they are ready to make a purchase, most businesses said their program participants want to learn about new products and receive product information.

Wait, what? Customers want to buy stuff but companies want to talk?

Of course, this one finding doesn't mean customers are in it for the discount alone. As marketer Danny Brown so eloquently wrote last year — it ain't what you do, it's how you do it. All the discounted carrots and rewards in the world won't create customer loyalty unless you're prepared to better serve your customer or make their experience even better. That's what they really want.

Consider the common denominator among three of the better run loyalty programs in the country. Starbucks fans receive drinks, food, and refills when they earn stars. Hertz Gold Plus members receive the fastest pick-up and drop-off experience in the car rental business. Barnes & Noble book fans receive book coupons, in-store discounts, and free shipping for online orders.

All of them focus not only on delivering a discount or reward, but do so by also removing perceived industry barriers. Do you want a second cup of your favorite coffee for free? Do you want to skip the line and head right to your car rental? Do you want to skip the cost of shipping (with no regard to how much is being spent)? It doesn't matter if you do. These companies know their customers do.

Do you know what is important? According to the study mentioned earlier, 70 percent of 10,000 consumers surveyed did not strongly agree that loyalty program experiences are consistent with their brand or company experiences. But nearly 20 percent of them strongly agreed that they could replace their current loyalty program if the competition was willing to offer them something better.

If that's true, then the loyalty program might only be a business Band-Aid with just enough stick to keep unloyal customers around until the next shower. And what's worse? If it is washed off or the card is tossed or the app deleted, it will be considerably tougher to recapture that customer again.

The research-backed takeaway here ought to be obvious enough. If the point of a customer loyalty program is to increase customer-business interactions (purchases and referrals), then it is even more important to make those interactions count — online, offline, with an app, or as part of an extended CX ecosystem. After all, discounts aren't always remembered but experiences are hard to forget.

What To Do When Your Captive Audience Craves Escape

While prevailing marketing and public relations theories believe frequency and duration are among some of the best objectives in communication, car dealerships are learning the limits of a captive audience. According to AutoTrader Dealer Sourcing Studies, customer satisfaction is at its highest within the first 90 minutes on the day of a purchase and then steadily declines. 

Car dealerships that take longer than 2.5 hours to complete the transaction lose out on customer satisfaction. Dealerships saw customer satisfaction dip below average at the 2.5-hour mark. 

In fact, according to a Cox Automotive study, the amount of time it took to complete a purchase has taken the top spot in car buyer frustrations. It beat out negotiations, fair trades, salespeople, and even financing options. People, more than ever before, are equating customer satisfaction to time.

Time has become a priority in reducing customer friction. 

The sentiment isn't confined to car buying. It creeps into every consumer touch point. While email, for example, is still one of the most effective means of delivering content to people, nearly 60 percent of consumers won't read or open an email unless they are certain it contains relevant content.

Facebook has always been sensitive to this issue too. It developed its EdgeRank algorithm with relevancy in mind. How people react to the content you post determines how often and likely they will appear in your news feed. If people ignore or complain about the content, page managers begin to see a diminishing rate of return unless they pay to push their exposure.

That in itself makes for a standalone discussion, but the point for this post is clear: Customers don't want to waste their time. They want relevant on-demand and/or intuitive content, compressed purchasing cycles on everything they buy, and post-purchase communication with an emphasis on multichannel personalization over calendar sales and email spam.

Car buying provides an extreme example for marketers in every industry. 

As part of the cited white paper, Cox Automotive also conducted an in-depth analysis of four distinct dealerships to track actual cycle times across key processes and better understand the disconnect between customer expectations and the dealership experience. What they found is not only enlightening for car dealerships, but also every industry that cares about customer satisfaction.

• Sales Process. The average time it took to complete the vehicle sales process was nearly 53 minutes – more than half the desired ideal total customer cycle time of 90 minutes.

• Purchase Negotiation. It took an average of 21 minutes and a maximum of 41 minutes, making it potentially the most time-consuming variable in the vehicle sales process.

• Vehicle Appraisal Process. The average time it took to complete the appraisal process was 43 minutes, nearly half of the total desired customer cycle time of 90 minutes.

• Appraisal Negotiation. It took an average of 16 minutes and a maximum of 39 minutes, making it a significant time-consuming variable in the appraisal process.

• F&I Process. The average time it took to complete the F&I process was nearly 61 minutes – two-thirds of the desired length of the ideal total customer cycle time of 90 minutes.

• The F&I Paperwork. The process is often lengthened by requiring signatures on multiple paper forms, and filling out these forms took an average of 21 minutes and a maximum of 44 minutes, making it a significant time-consuming variable in the F&I process.

When you add up the amount of time that each process requires (including negotiations), it becomes clear that most car dealerships are unintentionally designed to deliver unsatisfactory experiences that don't meet customer expectations. But before you simply nod in agreement based on your own personal experience, ask yourself if your company is any better.

What steps have you made to ensure promotions are not only relevant, but also efficient in leading customers to a specific point of purchase? How easy is it to find a product, make comparisons, and complete a purchase? How easy is it to place an order on your website (or shopping app)? Has your company minimized any additional steps that elongate the purchasing process? How likely will customers have to re-enter, change, or update stored data for future purchases? Does your company have any appropriate/personalized post-purchase communication planned (without being intrusive)?

Ultimately, the car dealership study provides excellent insight into how time can influence customer satisfaction throughout the car buying process. And, along with that, it creates a framework to help other companies start asking questions about their marketing plans and purchasing cycles too.

The simple truth of it is that customers know their time is too valuable. And since they don't want to be held captive anymore, maybe it's time to invite them in and then let them go. They'll appreciate it.

Word Of Mouth Doesn't Distinguish Between Online And Off

The decade-long era of marketers attempting to distinguish between online and offline word of mouth is over. As consumers have adopted small screen mobile technology and social networking tools, few people make the distinction. Most don't even remember when or where the conversation occurred.

All they remember is that the recommendation came from a friend or family member. The details of its delivery (text or network, phone call or in person) is largely lost to them. All they remember is someone close to them (not an "influencer" based on popularity but an "influencer" based on proximity) had something to say about a particular product, service or solution.

Word of mouth directly accounts for about $6 trillion in consumer spending, online and off.

And it is these conversations, which are personal and person to person, that account for as much as 13 percent of all consumer sales and as much as 20 percent among higher price-point categories. And the division between online and offline conversations just isn't there. It's no longer relevant.

This finding and others were recently published in a study organized by the Word of Mouth Marketing Association (WOMMA) in partnership with AT&T, Discovery Communications, Intuit, PepsiCo, and Weight Watchers. The study is based on the econometric modeling of sales and marketing data provided by participating brands (on a confidential basis) and conducted by Analytic Partners.

The results of the study may change the way some marketers think about paid and earned exposure, with about one-third of sales attributable to word-of-mouth conversations acting as an "amplifier" to paid media such as television. In sum, consumers spread advertised messages one-third of the time.

The rest of the impact is independent of advertising and tied to other influencers such as product or customer service experiences, public relations, owned and earned digital content, referral marketing, and related activities. These influencers work in tandem to shape overarching brand perceptions.

Other key findings from the study underpin the power of word-of-mouth marketing.

• Word-of-mouth impressions drive at least 5 times more sales than a paid advertising impression.

• Word-of-mouth impressions for higher price-point items are as much as 100 times more impactful.

• Word of mouth impacts tend to influence consumers closer to the time of purchase over media.

• Word of mouth amplifies the effect of paid media by as much as 15 percent.

"Intuitively, we know that a consumer recommendation is going to be a powerful contributor to brand sales, but this is the first time a rigorous study has quantified that impact across a range of product and service categories," said Suzanne Fanning, president of WOMMA. "We hope this research will lead marketers to elevate the role of word of mouth, both online and offline, in their marketing plans."

This study also reinforces the idea that marketers who are more inclined to communicate a clear contrast between their products and services will be more likely to have a message that consumers are not only able to remember, but can also readily share with friends and family members. And considering that the average consumer can only recall one to three messages about any paticular product or service (not all of which are written by marketers), it had better be something clear and compelling.

Are Conscientious Consumers Catered To Or Created?

According to Havas PR North America, the rise of the conscientious consumer isn't around the corner. It's happening right now. More people favor responsible brands all over the world.

Globally, 34 percent of consumers say that they always or often purchase one brand over another for reasons of conscience. Sixty-seven percent said they would like to do so in the future.

The United States lags slightly behind with 23 percent of American consumers saying they always or often buy one brand over another because it's more responsible. Fifty-four percent said they would like to be more conscientious and buy from brands that support well-being and sustainability.

"In part, this phenomenon is about people everywhere questioning the assumptions of the financial crisis that started in 2007," said Marian Salzman, CEO of Havas PR North America. "And in part it's about using 21st-century tools to get more information in order to be consumers who are proactive about ethical, responsible, sustainable brands. Plus, the transparency trend and many others are converging to bring us to a heightened mindfulness in both consumption habits and social and environmental impact."

This thinking is based upon BeCause It Matters, a white paper that analyzes the thoughts and habits of 23,510 consumers from 14 countries related to issues of conscience. According to Havas PR, the trend in being more conscientious is growing, especially among women and in efforts that require little or no additional effort from them. In short, they want companies to do the real work.

The concepts behind the conscientious consumer. 

The idea of a more conscientious consumer isn't new. It's largely based on the evolution of ethical consumerism whereby people favor ethical products through "positive buying" and avoid companies that don't meet minimum standards through "negative buying" or a moral boycott. The term was first popularized by Ethical Consumer, a magazine published in the United Kingdom in 1989.

Since then, the concept has resurfaced with several other monikers. Several years ago, for example, The Futures Company published a white paper that predicted a dramatic shift in consumer conscience and confidence that would take hold around 2010.

It anticipated that more consumers would be responsible, vigilant, resourceful, prioritized, and network oriented. And then, a few months later, Euro RSCG Worldwide highlighted the characteristics of an emerging group of prosumers — people who value experiences over ownership, the natural world over the fabricated world, and good corporate citizens over disconnected product promoters.

Euro RSCG Worldwide and Havas PR, incidentally, are one in the same. But regardless of names and monikers, the principles are the same. There are halos associated with topics such as workers' rights, going green, global sustainability, animal welfare, and altruistic efforts. Most of us like the idea that people are somehow, slowly, becoming more conscientious than before.

Of course, that is not to say that the concept doesn't have critics. George Monbiot once wrote that progressive insertion has a tendency to transform itself into self-interest or expectant disinterest by nurturing the mindset that "we've done enough" simply by voting with dollars. Some critical studies support his hypothesis, but most suggest implementation is problematic much earlier. Specifically, the socially conscious consumer might exist but is considerably more elusive or taking the slow road.

What companies really need to know. 

There is a hard core group of conscientious consumer that exists, but it is relatively small despite a
25-year incubation period. In the United States, for example, about 6 percent of those surveyed in BeCause It Matters could be considered hard core. Beyond this 6 percent, 15 percent said they often avoid brands with poor ethics and another 32 percent avoided them sometimes.

Where the emerging conscientious consumer does better is in recommending responsible brands. More than 40 percent of American consumers actively recommend responsible brands (13 percent strongly and 28 percent somewhat). At the other end of the spectrum, about 15 percent said it would make no difference in whether or not they would recommend a brand.

What companies always need to keep in mind is that the emerging conscientious consumer tends to look more ahead than take action. Specifically, in benchmarking studies over the last two decades, what consumers say they will do versus what they actually do is different. We all want to be the  conscientious consumer, but have a much harder time putting it into practice when making choices based on price, product quality, or brand loyalty.

In knowing this, companies wanting to shift toward a conscientious framework must approach the market differently. They need to bake social responsibility into the brand (rather than dilute any potential impact with green washing or marketing-centric donation promotions). They have to produce superior products (because socially conscious sentiment is not enough for most consumers to justify higher prices). And most importantly, they need to realize that conscientious companies don't really cater to the conscientious consumer as much as they are actively working to make them.

Is it worth it? It depends. To succeed, the company needs to establish clear values and a culture that supports them. Marketing efforts need to bake the conscientious contrast point into the brand rather than a campaign. The economic climate needs to be stable enough to support socio-economic mobility, which drives consumer confidence by focusing consumer attention on the future and thereby moving the mindset away from more the immediate cost savings. At least that is what seems to be. What do you think?

Number Crunching Is Turning Marketers Into Tactical Bullies

A recent study that surveyed 380 American marketers reported 85 percent of its respondents are under increasing pressure to measure the value of marketing and its contribution to business (hat tip Danny Brown). But despite this increased press to measure, many marketers don't know whether or not their tactics are having an impact. Just one in four said they can measure their impact.

Even among those who do measure their impact, most of them don't know how to report on their findings. Many don't have a formal process to gather, handle, analyze, and report big data. And up to one-third of them don't know if their data is accurate or reliable. So what the heck do these people do?

No one is really sure, which increases the big data idiocy.

Most organizations are measuring something. Chances are they measure key performance indicators (KPIs), which is a fancy way of assigning any variable you want. It might be reach, impressions, qualified leads (which also has a broad definition), website traffic, click-through rates, conversions, direct sales, or anything really. Some people even count social scoring algorithms (sigh).

There is nothing wrong with all these numbers, really. But the sheer volume of data being lobbed at modern marketers is commoditizing the entire field while it distracts marketing from where its focus really ought to be, which is delivering a distinct brand promise to people who might care.

So while the right measures are important, they don't account for the customer relationship — need, desire, trust, presentation, value, reliability, ease of acquisition, satisfaction, market position, and so on and so forth. If any one of those qualities is broken, it doesn't matter how good your numbers are.

How marketing measures can be made quickly meaningless. 

Case in point. After returning from a family vacation that included a few hours of sports fishing off the coast, my interest in finding experiences for my children had piqued. But since fishing options are scarce in the middle of the desert, I decided to search for something else we've talked about doing.

We have an interest in horseback riding, but not just singular experiences. So rather than take a trail ride, I was especially keen to find horseback riding lessons so they could learn something about riding much like they learned something about baiting their own hooks when they went fishing.

Like many people, I started with a search and the engine delivered the usual list of trail ride suspects. There were a half dozen tour operators in the area, some of which I knew from my days as an eco-tour reviewer. I visited a few of their familiar sites. Almost none of them fit my criteria.

Of the few that did, some were priced too high, were located too far away, or had dismal reviews (including some that alleged animal cruelty). And, of course, there were plenty of third-party booking companies that offered these same tours with a prettier presentations (even the most dismal) to lure in those who don't know the difference. I do know difference. I readily dismissed them.

At the same time, I couldn't help but to make a few mental notes. All of these operators were winning on impressions, click counts, site traffic, and (perhaps) qualified lead generation depending on how they define that. Some might even have felt good assuming my lengthy visit was tied to interest (when it was really tied to not being able to find the right information). So what?

Most of them only succeeded by getting in my way. And a few of those, believe it or not, reinforced  the worst possible impression of their brand. After reading some reviews, I would have a hard time taking a chance with them no matter how many impressions, clicks, and site visits I left behind.

So, at the end of the day, I settled on the one operator I remembered from an in-person presentation I had seen a year prior and nothing from the search results. We'll likely hook up with them for lessons once our summer temperatures drop below triple-digits this fall. I also did bookmark a couple of other operators too. It's always good to have a backup.

The measurements marketers count is not what customers count. 

In this case, I was looking for reasonably-priced Western-style riding lessons that accommodated families and had generally positive reviews. Search, social, and content does not account for all of that criteria.

In fact, brands with better search, social, and content tactics were more likely to be in the way of providers who could meet it. And, as mentioned, some brands did little more than entrench a negative brand impression. They might not even know it. Numbers alone don't tell the story.

For some, they tell the wrong story. Looking at the data, they might be convinced that their content didn't connect or that they need to spend more on reach or their sales funnel needs improvement or that they have problems with their website layout. In reality, it wasn't any of those indicators that make numbers look like something you scoop off the shelf and put in a shopping cart.

They didn't offer what I was looking for. It was that simple (and honestly for the best).

Real marketing is more of an expertise and less of a commodity. 

Marketing from the ground up considers the market need (or desire), competitive price model, product or service mix, total customer experience, and how the marketing message is delivered so that it not only reaches people who care, but also manages customer expectation without complicating the package. In several cases, qualitative analysis not quantitative would have been the better teacher.

Just poking around, I could see many operators invest too much in capturing the wrong kind of traffic or creating content that is too broad for their offerings. Several are attempting to capture a low-cost lead position despite more market demand for a luxury ride. Only a few have figured out that the primary concern most customers have is for the horses, second only to their own personal safety. And meals, which are always touted as the best part of a package value, are the least appreciated and most often complained about aspect of any ride.

Marketing ought to consider all of this data and not just the growing list of marketing measures associated with maximizing impressions and conversions. If anything, the last thing any serious marketer wants is to increase exposure to an inferior offering when they have the means to make it right. Great brands are not made by exposing more people to an inferior offer.

They are made when you can deliver the right product or service to the right group of people. When that part of the equation is done right, the right numbers will follow and measurement will begin to shift from website traffic to something tangible such as public perception and customer referrals.

Marketers Renew Their Interest In The Customer Experience

Content marketing might have a lion's share of the social conversation, but more and more marketers are starting to see customer experience (a.k.a. CX) as the single most exciting opportunity for business this year. According to one recent study conducted by Adobe, customer experience even edged out mobile by a narrow margin for the first time in recent years.

It only makes sense. Content marketing and mobile are both part of the customer experience, which includes all customer facing touch points (and I might argue internal facing touch points that can influence customer facing touch points). Ergo, the best lead generation on the planet is pointless if the only outcome is to target those leads with long-term loss leaders such as email spam or telemarketing.

"Every ad is an investment in the long-term image of the brand." — David Ogilvy 

Ogilvy had it right in that every advertisement, message, and touch point has a brand impact. It's only by mapping out the entire customer experience from the first touch point to post-experience that business owners and executives can begin to understand the relationship forged with customers.  

The customer experience concept goes beyond the sales funnel. A typical customer experience journey begins with a need, consideration, engagement, evaluation, purchase, receipt, usage, and post purchase. 

Need Awareness. The three most common types of need awareness are those that are externally generated (friends, influencers, or businesses pinpoint a known problem or unknown need), internally generated (an individual has a problem and is searching for a solution), or purposefully sought after (an individual who already knows what they need). All of them require a different approach. 

Solution Consideration. Once someone accepts there is need, brand loyalty tends to be the first consideration. People generally rely on brand familiarity and measured previous experiences before considering solutions from other companies with which they have had little or no experience. There are exceptions (such as price-motivated customers that never develop brand loyalty). 

Customer Engagement. As part of the decision-making process, customers will likely visit websites, social network pages, retail outlets, mobile apps, visit links, or engage in any number of other direct touch points. Always remember that even if the company is absent from the conversation (such as comments left on a review site), customers still consider the experience as a brand touch point. 

Customer Evaluation. Everything during the experience — from perceived need fulfillment and frontline staff to presentation and ease of purchase — may have an impact the brand relationship. This includes outside interruptions and messages intended to reach customers earlier in the sales cycle. In fact, this is one of the most neglected truths in marketing: the sales funnel is not linear.

Point Of Purchase. Even some of the best companies never consider how many negative impressions they introduce at the point of purchase. Anytime they include an additional charge (e.g., baggage claim), charge too much for shipping and handling, attempt to add on impulse offers or unneeded plus sales, make it difficult to claim a rebate, add unjustifiable financing terms, introduce post-purchase policies, etc., customers add it to the weight of their experience. 

Delivery/Installation. Many marketers consider the the point of purchase to be the end of the sales funnel, but the purchase is only the beginning of the customer experience. How something is shipped, the length of time required for delivery, the ease of installation, additional costs that were unintended or expected are generally attributed to either the manufacturer or retail outlet. 

Promise Delivery. If modern marketing has learned anything in the last century, it ought to be that the expectation marketing creates with a value proposition needs to be closely aligned with the ability to deliver on that promise. It's often the difference between the proposition and promise delivery that makes or breaks the company. 

Post-Purchase Satisfaction. Even after a purchase is made and the customer owns the product, post-purchase touch points have an impact. When companies send too many post-purchase incentives, any time the company is embroiled in controversy, or if the life cycle of the product or service fails to meet expectations (and sometime even if it does), post-purchase satisfaction remains ever-present.

Every touch point deserves consideration within a communication strategy. 

When you begin to think from the perspective of the customer's experience, things change. Retailers don't settle for a low price leader claim, they make lower prices part of the customer experience. Innovators do more than make a motorcycle helmet, they augment reality to make it safer and smarter. Shoe companies do more than tell you to just do it, they innovate the tools to help you get it done while considering the customer experience from introduction to the next innovation. 

At every stage of the customer experience, there is considerable room for communication. Marketers have an opportunity to express a need, help people find a solution, ensure the right message, make purchasing easy without being overbearing, create the first post-purchase touch point, reinforce the promise delivery, and continue to add value (not sales pressure) until the product or service life cycle is complete. 

Marketers desperately need to develop comprehensive plans that better address the customer experience with the convergence of next generation digital, engineering, and personalization. According to the same Adobe study that revealed CX is steadily gaining ground, nearly 75 percent of respondents recognized that marketing still doesn't have the skill sets needed fully realize tech.

While that may be true today, it won't be true tomorrow. The next round of communication convergence will come with an engineering edge — customer experience baked into the products we buy and the services we select. After all, isn't that the real reason companies like Uber and Lift disrupted the marketplace? Technology helped them change the customer experience.

Will The Next America Express A Culture Shift?

There are two interesting demographic anomalies being played out in the United States right now. And the reason they are interesting is that they aren't anomalies. They could be called corrections.

The first demographic transformation is that the Baby Boomer bubble will be largely played out by 2060. In its place will be a rectangle, with each age demographic being almost equally represented.

The second transformation is racial. Of the two transformations, this is the one that some people make a big deal about. "White" will become a minority by 2060, making the country a plurality.

Marketers are testing the waters of the Next America. 

There were three commercials that expressed the demographic changes taking place in America during the Super Bowl. They includes Coke, Chevy, and Cheerios. Of the three, Cheerios won with its portrayal of a blended family because the expression didn't draw attention to itself.

Conversely, Chevy flashed a brief image of a family with same-sex partners, which demonstrated acceptance more than the demographic changes ahead. Coke did something else. In attempting to celebrate the cultural diversity of the nation, it conveyed it by singing the nation anthem in seven languages.

Because of the political rhetoric that followed the advertisement, most marketers missed the lesson that tempers what Pew Research calls The Next America. The Cheerios advertisement makes the demographic nod to blended families, which is estimated to reach as much as 20 percent by 2060.

Coke was much more blatant because it expressed multiculturalism over assimilation, an ideal that doesn't always sit well with all Americans (regardless of ethnicity and political viewpoints) because it breaks down the melting pot concept of America. While most families retain some identity from their ancestral heritage, they also assimilate to some degree. It has pretty much always been this way.

History suggests demographic changes eventually even out. 

When most people consider American demographics, they tend to think of the United States as English dominant. They mostly do so because the founding fathers were English subjects.

Those demographics changed a long time ago. English hasn't been a dominant ancestry in the United States for almost a century. Dominant ancestral lines today are German (15 percent), followed by Irish (11 percent) and African (9 percent). Assimilation creates the illusion of an English country.

Sure, there is no doubt that mass German immigration (and mass Irish immigration before that) led to some cultural shifts in the country. But, by in large, mass emigrations were absorbed and people eventually self- identified with being American first. Ergo, German didn't supplant English as the official language. Other than adopting Octoberfest as a national celebration, not that much changed.

While some people will be quick to claim that mass German immigration (or any other mass immigration) doesn't resemble the same tensions we face a century later, history suggests otherwise. If anything, the alarmist anti-German sentiment was much more pronounced than any anti-anything sentiment we see today. Even President Woodrow Wilson condemned "hyphenated Americans."

The point is that the so-called demographic makeover that America is seeing today neglects that America has seen several demographic makeovers before, with most immigrant families becoming something much different within the short span of three generations or less. Everyone changes.

The ethnic and racial flames of today are too easily fanned. 

Americans tend to politicize everything these days, ethnic and racial tensions included. While some researchers, including Pew, seem to expect a showdown of sorts, it seems more likely any sweeping changes will be a whimper. The truth is that most ethnic and racial tensions are sadly superficial.

Please don't misunderstand me. I don't mean that racism doesn't exist in America. It does. All I mean is by in large, ethnic and racial lines in this country are based on self-identification and skin color.

Case in point, the last presidential election featured two candidates who come from blended families, yet many people insist as seeing Barack Obama as black and Mitt Romney as white. Why? The only explanation is skin color and self-identification.

They aren't alone either. One of the best panels provided by Pew Research's The Next America features eight celebrities who come from blended families. They include Derek Jeter, Cameron Diaz, Halle Berry, Bruno Mars,  Apolo Ohno, Norah Jones, Selena Gomez and Tiger Woods. Self- identification and skin color tend to be the rule there too. So we might considered getting over it.

The big challenges ahead will be as big as we think. 

If anything has changed in the last forty years or so, it is that some people have become very adept at convincing Americans to create artificial divisions, especially among ethnic and racial lines. Marketers have to resist the urge to fall for it and see how it plays out. It won't be what is imagined.

Most of the changes taking place in the United States will be largely regional and not comprehensive. And even in those areas where "white" becomes a minority it won't necessarily mean much. California, New Mexico, and Texas all have pluralities today (with non-Hispanic whites at less than 50 percent) and it's still difficult to find three states with so little in common from a socio-political perspective.

And to that point, marketers are supposed to be sensitive to cultural values and beliefs by engaging in fair and balanced communication activities that foster and encourage mutual understanding. In other words, smart marketers create messages for existing markets as opposed to predictive ones.

While some people believe that companies, political parties, churches, and police forces need to prepare for what they call sweeping demographic changes, the truth is that nobody knows what exactly those changes will be unless they build assumptions based on pre-existing stereotypes. I cannot think of a worse idea.

There is no question that the nation is changing (as it has for decades), but these changes aren't going to adhere to whatever limited schism we can think up today. On the contrary, there are an increasing number of regions in the United States that have abandoned ethnic and racial identification all together, making one of the fastest-growing segments of the population unwilling to subscribe to hyphens.

When you ask them, they say they are Americans. Nothing more. Nothing less. And it's probably refreshing to the rest of the world because most places don't see hyphens either. They see nations.

The Future Of The Everywherenet, Part 2

Never mind all those social media and marketing tactics that everyone wants you to remember. The life span of most online marketing tactics lasts about six months if you are lucky. Sure, some last a little longer. Some last a little less. But all of them change.

The future of the Internet is poised to leap well ahead of wearable technology that quantifies the self. It's one of the reasons I both praised and dismissed some of the tips featured in 99 Facts Every Entrepreneur Must Be Aware Of In The Digital Age. Most of those tips will last only a blink.

Ergo. Some people predict 90 percent of all Internet traffic will be video by 2017. I doubt it. It will much more likely be interactive mixed medium and augmented reality interface. Some of the other presentation facts are much more valuable because they monitor the past as opposed to predicting the future.

In fact, some of the most powerful slides from that presentation demonstrate just how powerful change can be. More than 40 percent of Fortune 500 companies in 2000 disappeared by 2010.

The future is flexible. It can be as bright or as dark as we make it. 

The first part of this post — The Future Of The Everywherenet, Part 1 — expressed some of the brilliant innovations we'll see in the near future. This one touches on something else all together.

Anytime I present On Spreading Messages as part of my Writing For Public Relations series, I point out one ugly truth about communication. For every innovation that propels us forward, someone inevitably invents a manipulation that drags us backward. The same can be said about technology.

As Geoff Livingston reported from SXSW, some of the biggest buzz centered on the surveillance. He suggested that keynotes Julian Assange and Edward Snowden set the tone. Maybe. Maybe not.

I see it as a sign of the times because some of the greatest innovations ahead come with some of the greatest potential for abuse. It's part of an older conversation that often gets shuffled away into the shadows because it creeps people out. Why? The downside of an everywherenet is the inability to escape it.

Concepts like proximity advertising, consumer profiling, and big data collection are not new, but we tend to ignore them (except when we actively embrace them without wisdom). People frequently tell me that privacy concerns are merely a topic for conspiracy theorists, but conversations that I've had about the future of an everywherenet point to surveillance as a side effect of something better.

In other words, nobody will willingly agree to everything they do being captured, quantified, and assessed. But when you package it as a benefit, everyone wants to sign up. Privacy always seems optional.

Technology is an excellent servant and a relentless master. 

Case in point. My doctor smiled when he said he couldn't wait for the day that I would walk into his office, step in front of a display, and immediately see a complete diagnostic. While working in energy medical services, first responders were among the biggest advocates of transportation computer chips that pinpoint location and provide damage assessments at the scene of any accident. Some technology futurists I know frequently fantasize about a world where you can wave a hand in front of a cash register to make a purchase or unlock your front door without a key. The benefit would be convenience, crime abatement, and (given the option) consumer discounts and rebates.

All of those benefits sound too good to be true, but none of them are free. The price is a complete and total erosion of privacy. And once privacy is given up freely, analysis is only a few key strokes away.

One day, your doctor could be required to submit your health information to a federally-monitored health care system with consensus-approved procedures to help you modify your health. One day, your vehicle might not only be better equipped to assist you but also better equipped to ensure compliance with all local, state, and federal laws. One day, all of your data could be confined to a single processor either embedded in your body or a federal or state issued identification card that must be carried at all times.

Some thought leaders in the technology sector look at these solutions as being vital to what they call the technological evolution of mankind — where our biological circuitry can freely interact with the Internet. And in some thought exercises, they imagine a world where working for the good of society is a foregone conclusion and the pursuit of individual luxuries (what some might call happiness) is old hat.

Think it's all science fiction? Some of it has already been done. What hasn't will be old news by 2020.  

But what does this have to with marketing and public relations? Maybe nothing. Maybe everything. Personally, I think communicators need to be more than cheerleaders for their organizations. They need to service both the interests of the organization and the public. And by that, I don't mean what needs to be done for their own good. The question always needs to be: If not you, then who?

The Future Of The Everywherenet, Part 1

When people consider the convergence of social media and technology, they often make the assumption that formats and devices drive the future of the Internet. It's an easy mistake to make, given the abundance of evidence that can be snapped up with a few careless search terms.

It takes almost no time to find out how social media has become increasingly visual and video-reliant and wearable technology that quantifies the self. But then there is the problem with search engines. Google leads the world in self-affirming research. You will only ever find what you look for.

What you might not find is that we are at the end of the device era as we know it and moving toward one where the Internet becomes a system ordinary as electricity. Just like few people will think about the power grid when they plug in to get an electrical fix, no one will think about accessing the Internet.

The Internet will be everywhere. Just state your command. 

The Internet will operate much like that, but voice won't be the only option and wearable gadgets will give way to function-specific augmented reality tools and rooms or surfaces prewired to be an interface. Gestures, keyboards (virtual or physical), and other function-specific interfaces will all be options, making some of the wearable marvels today look like the digital watches of the last century.

In other words, it seems relatively unlikely that smart watches will be accessories to smart phones in the future and much more likely that portable processors that might look like watches will become the hard drive to any surface when you're away from a hard drive optional environment. The result will provide augmented reality, like the Skully Helmet, as the real driver of almost anything.


While the helmet makes sense for motorcyclists, windshields will be the next interface for cars and trucks. Desks, tables, walls, closet doors and windows all have the potential to become whatever interface we want when we want it. But even those kinds of surfaces stop short of potential.

Can you imagine ski goggles that provide topographical detail of the terrain? How about surf goggles that not only help you size up a wave, but also let you know which wave to catch? Or maybe they don't have to be glasses at all. Perhaps a hammer can assist in hitting a nail straight or a duster can pinpoint which areas of your house were missed the week before.

The point is that anything becomes possible when you leap ahead even one notch. And for as much time and thought is being given to the tools we have now, most of it will feel obsolete within the next three or five years, a drop in the bucket when you consider how quickly everything has evolved.


Even more striking than predictions delivered by Walter Cronkite in 1967 as cutting edge is how technology has leapt ahead ten times further than he could have even imagined — with entire industries being built and collapsing along the way. In that same amount of time, we said hello and goodbye to tapes, compact discs, and Walkmen, to name a few. And we'll absolutely do the same going forward.

The point ought to be pretty clear for strategic communicators and public relations professionals alike. Communication and marketing plans need to simultaneously be grounded in the present while preparing for the future. And if you are interested in being ahead of the curve in the next decade, then you might have to consider what this future will look like — a mixed medium accessible without limitations or limited to whatever function-speficic parameters we choose.

All the social media and marketing tactics you know today will change.

How will companies communicate in such a self-selected environment? Chances are that the companies who will win will be those that move away from the self-affirmation models of the present and more toward an open environment of comparisons and contrasts that help people understand the consequences of their decisions. Ergo, instead of quantifying ourselves with devices, we'll quantify the grocery store to help us balance whatever diet our doctor has prescribed and we accepted.

But then again, this assumes we're moving toward a Star Trek-like utopia and not a brave new dystopia. So perhaps it might be prudent to peer into a few shadows too in part two. But in the interim, I would love to know what you think. What do you see as inevitable change in the decade ahead?

Social Change Starts Long Before The Message.

One of the biggest promises made by social media is that it can affect social change. There is some truth to the idea. I've developed social change projects, online and offline, on more than one occasion.

People really can change the world, but it's almost never the way marketers or social media pros think. It takes significantly more effort than a single disruptive advertising campaign. It requires a bigger outcome than asking people to sign a petition. It deserves more than a single direct outcome.

All those things help, sure. But real social change happens at a deeper level. 

There is growing evidence to suggest that the foundation for social change — the decision to share a campaign, sign on with support, or take sustainable action — is made long before any marketer sits down to write a message. According to a new study by Walden University, if social change engagement is modeled to and started at a young age, it will lead to more involvement as adults.

The concept isn't new. While working with AmeriCorps, we placed significant value on engaging a legacy of service, which was defined as a lifetime commitment to volunteerism and philanthropic service that is passed down from one generation to the next. Not all social change is accidental.

The study from Walden University provides some proof of concept. People largely agree.

• 80 percent of social change agents say they have done something to engage in positive social change because they want to set an example for their children.

• 75 percent of adults who attended college or a university say they participated in social change activities while they were students at the college or university.

• 73 percent of social change agents say they engage in positive social change because it is how their parents and family raised them to be.

• 73 percent of adults consider education to be one of the most important positive social change topics today, citing awareness and knowledge as the biggest barrier to participation.

• 70 percent of adults who attended high school or secondary school participated in positive social change activities or volunteered while they were students in high school or secondary school.

There are six prevailing types of change agents. Each one has unique needs.

The survey responses tell part of a developing story. Social change happens early, often, and with the intent of establishing a legacy. In effect, the decision to support a social change effort is largely based upon how early, how often, and who or what inspired the initial engagement. And, according to the study, these factors produce six different kinds of social change agents to identify, reach, and engage.

Change Makers. People who commit their lives to positive social change and may be involved in many different causes. They believe strongly in their ability to make a real difference in their communities, feel happy as a result of their involvement, and prefer to be directly involved. 

Faith Givers. Faith inspires their desire to support positive social change and feel there is a moral obligation to affect the community. They consider giving back to their communities an important part of their faith, do so to set an example for their children, and prefer making contributions in person.

Conscious Consumers. These individuals demonstrate social change though behavior, such as seeking out products and services from companies perceived as behaving responsibly toward people and the environment. They promote social change by example, are proponents of social justice (anti-discrimination, civil rights), and are generally supportive of the environment. 

Purposeful Participants. These are people who are more pragmatic about social change because they see it as a means to support their own educational or career goals. As such, they are more likely to be motivated by recognition, clearly defined objectives, and specific commitments. They are also more likely to take on higher levels of personal sacrifice and risk in pursuing social change. 

Casual Contributors. This group is the least likely to adopt a lifelong commitment to positive social change but more likely to become involved in a specific community need over the short term. They see social change as important but tend to take action as one-time responders to protect or provide assistance to their community.

Change Spectators. These individuals have been involved in social change at some point in their lives but may not be active now. They are not motivated by a personal commitment to social change, do not recognize their contributions as impactful, and are more likely to support a friend in favor of social change than be motivated by change.

What this means to organizations that develop campaigns to support social change.

We found that the study has two primary takeaways for organizations and agencies. The first reinforces a need to invest in the development of legacy change agents — elementary school students who will become active in social change by the time they enter high school or secondary school as well as their parents who are more likely to lead by example during this stage of development.

The second takeaway is as challenging as it is important. It requires the communication plan to consider how different levels of interaction or touch points could better align with each change agent type and thereby maximize their level of support.

For example, while short-term need-based communication can shore up support from casual contributors (provided the ask isn't too frequent), change makers are more likely to need frequent opportunities to provide continual support. If you leave them idle too long, they will start looking to change the world with a different organization.

The net benefits are twofold. The latter ensures you reach more than one-sixth of your potential supporters while the former is a long-term investment that has some immediate benefits along with dividends that pay off in as a little as four years. Specifically, it costs significantly less to engage someone familiar with a need than it does to convince them that a change is needed.

As a side note, Walden University has attached a quiz to the study. The intent is to help define which of the six categories you are most likely to fit. I found the test to be a bit wonky, mostly because of one shortfall. Some people might fit in more than one of the categories identified.