Wednesday, October 3

Managing Misinformation: Bringing Clarity To Bear

When psychologists from the University of Western Australia, University of Michigan, and University of Queensland released their abstract on misinformation, I was especially interested in reading their conclusions and solutions. They didn't have many solutions. The ones they did have sounded like entry level public relations. It isn't enough.

The psychology perspective on managing misinformation. 

• Provide people a narrative to fill the gap left by misinformation.
• Focus on the facts you want to highlight, rather than the lies.
• Keep new information simple and brief in its telling.
• Consider your audience and their pre-existing beliefs.
• Strengthen your message through repetition.

None of it is wrong, per se. But all of it can make any misinformation about you, your department, or your company worse. Managing misinformation requires much more than casual interpretation of multiple studies. For comparison, consider five tenets from crisis communication.

The crisis communication perspective on managing misinformation. 

• Talk about it as soon as possible.
• Tell the whole truth, even if it means bad news, negligence, or wrongdoing.
• Be clear and concise, addressing details without obscuring the situation.
• Offer full disclosure of all relevant facts, history and related information.
• Demonstrate empathy or remorse as appropriate to the situation.

These tenets are a step up, but even these aren't perfect. Any crisis caused by misinformation requires a delicate hand, much like managing bad news. While you can use almost any model from public relations or crisis communication as a guide, professionals have to develop plans unique to the situation.

Specifically, the abstract misses the finer points, as do the tenets. A temporary narrative is fine while an investigation takes place, but most publics will assume it's a cover up unless you have a definitive deadline to get to the truth. Focusing on the facts is always a good idea, but sometimes a correction creates the impression that there is some validity to the misinformation. Considering the audience is smart, but information cannot be contained — everything has the potential to go global. Strengthening a message through repetition sounds good, but it can make the crisis live longer than needed.

A deeper look into understanding misinformation management. 

Establish the truth before misinformation. Far too many companies don't see a "tangible" return on investment for critical communication components like branding, public relations, and social media because the ROI is relatively soft compared to direct response that delivers concrete numbers. Unfortunately, those concrete numbers dissipate like quicksand compared to long-term reputation.

The narrative that psychologists suggest ought not be a reactionary measure, but a preventative one. Businesses with well-established brands are not exempt from misinformation being spread about them, but they are given a longer timeframe to investigate and prepare a defense as needed. Once you have a strong brand, do not deviate from it. You reinforce it with words and actions. Brands are fragile.

• Choose A Suitable Level Of Response. One of the most challenging aspects of any potential misinformation crisis, real or imagined, is to determine whether it needs to be left alone or if it needs to be addressed straight away before it spreads. One negative review left by a competitor under an assumed name requires very little action against the weight of 50 positive reviews.

However, if it needs to be addressed, attempt to address it with those exposed as quickly as possible while preparing for a possible escalation. For example, if the questionable review is on Yelp, address it there not on YouTube. The point is that any time someone addresses misinformation, it is an acknowledgement that there might be some truth to it or that the organization can be damaged by it. The weight of any counter measure determines the importance of the misinformation.

Prioritize the facts and keep it simple. One of the areas where the abstract shined was in illustrating how misinformation has an advantage because it is simple. A simple message almost always sticks better than a complex message. If someone needs 12 paragraphs to explain why five words are a lie, it's an uphill battle. Likewise, a one-point sound bite sticks better than 12.

And yet, sometimes the best solution is to have three or four related and reinforceable points that can be changed out depending on the audience without alienating the larger global audience. Years ago, when helping facilitate the first flood control detention basins in the area, we developed several points to appeal not only to specific audiences but also to different people within the same audience. Resident concern was based on losing views, property value loss, and construction hassles. Our primary points were safety, aesthetics, public participation, and long-term property values (floods kill property values, not detention basins). We didn't have to negate or agitate detractors. We developed a partnership of trust.

• Empathy is an emotional appeal. As the abstract correctly illustrated, misinformation tends to win because it elicits an emotional reaction as opposed logical argument. It doesn't have to be this way.

Sometimes facts naturally exhibit an emotional appeal. Sometimes they don't. When they don't, empathy carries an emotional appeal for a logical argument. Ergo, it is possible to acknowledge that some people might believe misinformation (without vilifying them) and move to the truth.

In the abstract, for example, they point to the "myth" about death panels being built into the national health care program. While the psychologists dismiss it outright, they neglected to note that the proponents of national health care resorted to diatribe rather than address the underlying questions about oversights, caps, and other controls. The truth was somewhere in the middle of misinformation and not many people were up to the challenge of pursuing it. An objective analysis was needed.

Reinforce, but be wary of repetition. No one can drive the truth home with a sledgehammer. Simply presenting the truth over and over will not make people believe it. On the contrary, overzealous repetition has an equal opportunity to entrench opponents or reinforce the myth. It almost goes along with a marketing adage. Those who oversell have nothing to sell.

Addressing misinformation and managing it effectively requires more than a reaction. It requires action. Once the misinformation is addressed, assuming the evidence is objective and accurate, stop addressing the myth and move on to accurate messages that ought to have been part of the brand before it was challenged.

For example, as Apple makes corrections to its Maps program, shoring up its brand will require new demonstrations that it is still about innovation and not slipping into a model of production that so many other companies subscribe to. The worst thing it could do is keep talking about it — long after a resolution or the fervor of one blatant jump-the-gun mistake.

Misinformation isn't always bad, assuming it didn't come from you. 

There are two things to think about misinformation. The first is to avoid being the source of it, which was the primary point of the previous article on this subject. People need to work harder at developing objectivity as a skill set, especially while the media has slipped in this arena.

Author Gore Vidal once addressed this topic, citing a student of Confucius who asked what would be the first thing Confucius would do as emperor. Vidal said Confucius was quick to answer.

"I would rectify the language. If people do not understand the emperor, there is no nation. Now that lying is the usual discourse of our rulers, we cannot grasp any reality from the true cause of hurricanes to the lies used to compel us into disastrous wars."

While Vidal was talking about blatant lies, not all misinformation is crafted out of blatant manipulations and fabrications. Most of it is derived from either an overall brand weakness, the lack of clear and accurate information, or arrogance in the belief that the public cannot be appealed to with logical discourse. But as such, this kind of misinformation need not be the cause of panic, but an opportunity.

Even within the psychologists' study, you can see it. If you ask yourself objectively why climate change, national health care, or even a birth certificate fiasco became fodder for what is called misinformation, you will inevitably find the contentions grew out of overreaching data, lack of details, or an initial unwillingness to provide evidence. The cause wasn't detractors. It was the proponents who provided cracks, hoping to appeal to emotional reactions over logical discourse, perhaps because the truth wasn't as patently accurate as they wanted people to believe.

Just as shadows cannot grow in brightly lit rooms, misinformation cannot rise out of truth alone. As communicators, we must continually strive to turn on lights to eliminate shadows rather than be tempted to turn them off and add more shadows of our own. No good ever comes from it. Only darkness.

Monday, October 1

Sharing Misinformation: Why Big Lies Stick

Psychologists from the University of Western Australia, University of Michigan, and University of Queensland recently published a new abstract that delves into the psychology of misinformation, and why people are more apt to believe falsehoods over accurate information. (Hat tip: Farron Cousins.)

The simple answer? Believing misinformation requires less brain power. But there is something else that is striking to consider, especially because people are resistant to correct misinformed beliefs.

Misinformation is simple, memorable, and emotional. 

The attacks on two U.S. embassies that resulted in the deaths of four Americans provide an example. The initial reports attributed the attacks to a spontaneous reaction to the inflammatory anti-Muslim film by Sam Bacile. The U.S. government initially cited the film as the primary cause.

However, it has now become clear that the attack on the consulate in Libya was not spontaneous. It was a planned act of terrorism believed to be led by militant Ansar al-Shariah and al Qaeda. Although the administration knew it was a terrorist attack within 24 hours after it occurred (and possibly before the attack), it continued to link the attack to the film for a week.

Focusing on the film has given it even more credence and escalated tensions in the Middle East. So why did the administration do it? Possibly, in part, because the misinformation was easier to report.

Misinformation tends to be grounded in an emotional appeal whereas the truth tends to be grounded in logical appeal. The truth requires more reason and deliberation. The cause-and-effect model applied to the film is easy to believe. It requires no thought. The act of terrorism, on the other hand, requires deliberate thinking because the administration has consistently suggested that al Qaeda has all but lost, the administration's foreign policy is sound, and that Americans are safer today.

In essence, because accurate information requires people to reassess other administration "truths," it is more difficult to believe that this was an emotional reaction caused by the film. Unfortunately, the unintended consequences of this misinformation have now fanned real protests across the Middle East. As a result, it has given rise anti-American sentiment once again.

If misinformation has the advantage, what can we do about it?

Misinformation isn't used exclusively by governments and politicians. It impacts communities, industries, companies, and individuals every day. Although the abstract suggests that the cause is linked to rumors, governments, vested interests, and media (including the Internet), their more compelling point is psychology. People have no real safeguards against it.

Specifically, the researchers say that most people look for information compatible with what they believe, how coherent the story might be, whether the source is credible, and how many other people believe it. These strategies do not guard against misinformation. In fact, they often compound it.

Having a presumably credible source deliver a well-crafted story to people who are likely to believe it (and the more the better) is the recipe for propaganda. When you look at several crisis communication studies, almost all of them include some of these criteria to spread misinformation, intentional and accidental, whether they are proponents or detractors.

In many of the case studies I've covered, there does tend to be a short-term lift associated with misinformation, which is then followed by long-term consequences. In most cases, credibility erodes until nobody believes the fraudulent source anymore (even when they do tell the truth).

This is one of several reasons I frequently teach public relations students that the truth is hard enough. There is never any good reason to compound a crisis with misinformation. It's hard enough to tell the truth because, as the abstract alludes, misinformation is difficult to retract and nearly impossible to erase.

In fact, it is so difficult to manage, the conclusions in the abstract represent the researchers' weakest points (along with a tendency to show other bias in their examples). I think a few communication tenets can do better than the abstract (and they will follow on Wednesday). But in the meantime, we need to appreciate that the first step is always the same.

We have to reduce our own susceptibility to misinformation. 

Much like journalists used to do (and some still do), objectivity needs to be considered a skill set. This means we have to develop the ability to put aside personal beliefs, seek out opposing points of view, ferret out facts regardless of how coherent the information might be, ignore the so-called credibility of sources until the evidence bares out, and never mistake "mass appeal" as an authority.

Some journalists I've met along the way have become bold in their belief that being objective is a myth. I disagree. So does reporter and correspondent Brit Hume, who recently noted that attorneys develop objectivity as a skill set in order to successfully understand both sides of a case. It's a reasoned analogy.

For public relations practitioners specifically, it's especially important to strive for objectivity because it helps us develop empathy for the publics beyond the organization. It's important because even if our opposition is wrong, we have to understand their point of view and find mutual ground if it exists.

Ergo, only once we've reduced our own susceptibility to misinformation can we ever hope to have a chance to manage it. If we don't, then we're equally likely to become the source of falsehood as opposed to the trusted source that most professionals hope to become. Start with that.

Friday, September 28

Organizing Business: The MarComm Office And Beyond

Put Process Before Position
When you work with startups that aspire to be corporations, you would be surprised how often it happens. One of the executives starts developing an organizational chart. The first thing they do is develop silos — disconnected departments that report to managers who report to the head.

If you mention how startups need to be more fluid (and all companies for that matter), they rebuff the notion by harkening back to the days when they worked at some company where they made up titles like guru and ninja. "Like that?"

Expect them to smile as they assign absurdity to the redefined suggestion. No, not like that.

Put processes before positions. I learned this at 16. 

It applies to every department, but communication tends to be among the most confused. It's the reason so many companies report that their communication feels disconnected within the organization. The reason is that they fill positions without much thought for the process.

Many organizational charts end up with: marketing manager, designers, copywriters, public relations manager, public relations specialists, social media manager, social media specialists, web developers, web designers, programmers, app specialists, internal communication manager, international communicator, trade show specialists, and so on and so forth.

Given that this is just the communication department, there isn't any surprise many startups run out of money. They staff positions. Even if they don't, they eventually will because once an organizational chart is established, they will continually hire based on reactionary needs — we need more of this or that, as if people are produce and never mind that one of those team members doesn't do enough.

My first job was working at Wendy's. And while some people might take exception to idea that communication departments can be likened to quick service, they knew what they were doing. I've applied to it many permanent teams and ad hoc teams all my life. It's not the position, but the process.

How Wendy's organizes your lunch. The variables don't matter. 

In a perfect world, Wendy's will staff one person on the register, one person on drinks, one person to make sandwiches, one person on order assembly. They duplicate this for the front and back (drive-thru). In the middle, serving both sections, one person staffs the grill (they are designed to have two grills if they are extremely busy) and one person staffs the fries. There are also support people, at least one in the back room and management in a pinch.

Marketing In The RoundThat might sound like a lot of people and it is a lot of people. But these are not hard positions. There is a fluidity to the operation based on what needs to be done. The person on the register can also manage drinks and order assembly. The grill person can manage fries or even sandwich making in a pinch.

In some cases and depending on the skills sets of the team available, every process can be covered by one or two people. There were some days that I worked every back register team position, along with fries, and assisted grill. It wasn't easy (or what corporate would have wanted), but I managed. Unexpected slams happen. It's also why I became a crew manager before moving onto a different job.

I'm not suggesting that one person do it all in a communication department, although some companies require it. But what I am suggesting is that you establish and prioritize the processes you need and cross train anybody who doesn't have the necessary skill sets much like Geoff Livingston and Gini Dietrich came close to suggesting in their book Marketing In The Round.

If the future of business is integrated, then companies need fluidity.

This isn't a 1950s economy. We don't need 1950s organizational charts. We need fluidity.

Writers need to learn multiple writing styles to communicate across different mediums, including some programming language skills. Designers ought to be comfortable with some programming language skills. Everybody needs to be presentable and professional, both online and off. And depending on the reason for contact, public relations can be adjusted up the scale.

Sure, there are some specialties that are always worthwhile (like database management), but that is the point. If you can prioritize which specialists you really need around the processes you expect to utilize the most, then the positions and job descriptions will make more sense. And everybody will know more about what is supposed to be done, even when someone calls in sick.

It's not limited to communication either. Many marketing professionals I've worked with are also exceptional product developers and are especially adept at designing user interfaces on paper if not in code. Some of them become good at these skill sets because of their interaction with customers online or during marketing research sessions. Some of them are also good with sales teams. Others have intuitive ideas about operations, budget priorities, media buys, etc.

It really just depends. And that is the point. How do you create an organizational chart based on positions when you don't understand the processes or the people who might fill the jobs? Even if you could, you might never maximize your proficiencies or replace people when they move on.

Or, like many companies, you may jeopardize the morale of the entire organization by trimming the fat you allowed to come on in the first place just because somebody needed a specific title and nobody else bothered to learn their job. Isn't that why companies can sometimes lay off hundreds? I think we might be smarter or more sensible by now. Think about processes first and then fill your organizational chart and outsource when you really do need a specialty.

Wednesday, September 26

Writing Tip: John Irving Starts At The End

While teaching editing and proofreading at UNLV, one of my students asked for tips on inspiration. Since inspiring yourself was fresh in my mind, I started with that (even though there are plenty more).

Most of those tips are more creative than strategic. However, there are some strategic elements to writing that anyone can apply. One of them is simple enough. It's something copywriters learn (often indirectly), but the technique is also employed by others — including John Irving, author of the World According To Garp, The Cider House Rules, and A Prayer for Owen Meany (among others).

Author John Irving starts at the end. How about you?

Irving never writes a novel or a screenplay without knowing the ending first. He doesn't only need to know what happens at the end. He has to know the exact sentences themselves. He needs to know the atmosphere and tone. He considers all of it an "end note" to whatever he works on and toward.

The reason he does it is most stories have already happened before they can be told. It's often the conclusion that helps writers determine whether or not the story is worth telling. If you are late for a meeting, for example, you might tell why you are late if the cause was traffic, road construction, an accident, or some other event worth telling. You might not tell the story if the ending is unwritten — your struggle to always be on time, absentmindedness, or the inability to allot enough time.

You can take this step a bit further. Knowing the end is also what drives the inspiration. If you know the ending is exhilarating or interesting or educational, deciding how to begin tends to be more engaging for you as well as any future readers. There is an excitement.

Applying the end to advertising, journalism, and public relations.

Advertising. For advertising copywriters and marketers, the end can be determined in something as simple as a tagline (not the call to action, which is something else). The more timeliness the tagline — Just Do It, Drivers Wanted, We Try Harder, A Diamond Is Forever, and Got Milk? all establish the end of a story.

When the end of the story is strong, the rest of it will fall readily into place: It gives weight to Nike showing us extraordinary athletics applied to ordinary people. It gives meaning to the right Volkswagen being found by the owner/driver. It shows what Avis needs to do in order to overcome not being the biggest. So on and so forth.

As for the campaigns you don't remember, many of them have weak taglines or none at all. The campaign probably doesn't have any resonance to tie its individual pieces together. Maybe the story becomes so overinflated with creative that it's difficult to remember the point of the piece.

Journalism. New stories aren't much different. The end frequently gives away where the writer's head was at while they were writing the piece (even if they didn't know it themselves). It's always in the last few paragraphs where they button up their stories, conveying their own bias toward atmosphere, tone and foreshadow.

Sure, they might not always know the ending as verbatim as Irving might, but the ending almost always shapes the story: who they interview, how facts are prioritized. It's how they decide what story slant to tell, with the only difference being how heavily they allude to the end. And if they are any good, they are willing to change that end if their research, sources, and compilation of facts don't bear it out.

Public Relations. When you look at news releases, you'll likely find that the best of them have some semblance of an end while the worst of them (and most of them) do not. Or more specifically, the best of them sound like news stories. The worst of them do not (and many sound like weak marketing).

Part of the problem is how it is taught. So much emphasis is place on the first graph in the inverted pyramid that many press releases become vanilla. The same can be said about pitches. The best of them lead with two thoughts — the tease and the end — telling journalists exactly why they might care. The worst pitches are facts, without even a hint at why it was written beyond some client telling them to burp something out. It's not all the practitioner's fault. Many businesses don't have an end in mind.

How the end means more than how you get there.

It doesn't matter who you talk too. Listen for the end. Great leaders, great communicators, great speakers, and great writers alway know the end before they begin. It's the end that resonates.

I was in a business meeting the other day and I left feeling uninspired. It didn't take long to figure out why. The executive who called the meeting didn't have an end. He talked about problems, organizational charts, and push back from investors. But he didn't have an end. There was no win.

If he did have an end, it was grounded in uncertainty. It reminded me of a job applicant I met a few months ago when I was helping another client screen for talent. All he talked about was how much he hated his job and could not wait to leave. His story had an end, but not for the company he wanted to move to — unless that end was simply going to mirror the one he told.

Contrast this with anyone successful and you might notice they always have an end. It might be conveyed in a vision. While that vision might be subject to change from time to time, you can still wrap your head around. It's the end that inspires people to listen just as it inspires what someone might write.

Monday, September 24

Thinking Different: New Ideas For Solar

Sometimes watching the various communication gaffes and tit-for-tat soundbite stalking during campaign season is almost unnerving. It makes for a case study example of all the most basic public relations rules (e.g., there is no such thing as private communication) and sometimes entertainment, but it really doesn't move much forward. It's an exercise in attempting to drive up negatives. That's about it.

But what the nation really needs are solutions, and I don't mean some of the solutions that are typically presented as contrasts during the political season. I mean the kind of solutions that don't subscribe to red-blue ideas. Here's one example of what we ought to be hearing from a presidential candidate.

How to make alternative energy work without the nonsense. 

There have been many schemes cooked up around solar energy. The worst of them, probably, was Solyndra. It received at least $70 million from a Department of Energy loan guarantee without much of a business model, proving why government is best left out of corporate investments based on preferred policy and not profitability. Government could have created the market instead of the company.

What might have worked is a government program that gave distressed homeowners (and then later expanded to other homeowners) guaranteed loans to have solar panels installed on their homes. They could make the purchases from any U.S. owned and operated solar panel company, creating jobs fueled not by government directly but by consumer choices in the new market.

The loans would be paid back, plus a modest interest rate, from any excess energy sold back to power companies (not the already distressed homeowners). The immediate benefit for the homeowner would be a reduced power bill, thereby either increasing their disposable income or stretching any benefits from local, state and federal programs. The immediate benefit for the power company is that it can sell any excess back on the open market. And then it gets better.

Once the solar panels are paid off, the distressed homeowner could collect excess income from the power the solar panels generate. If they are on a federal program, half of the energy sold could be deducted from what they normally receive in government aid (giving them a modest boost and freeing up government program money) and move them closer to independence, not further away from it.

It would also reduce the environmental impact of solar farm schemes that aim to turn large parcels of land into solar wastelands (and displacing whatever ecosystem that exists there). Instead, it moves solar panels where they belong — on real estate already wasted (e.g., roofs). At the same time, the guaranteed increase in demand would eventually lead to cheaper solar panels, opening the market to people who can purchase them outright without having to wait 25-35 years to see a return on investment or seek government assistance.

This kind of program wouldn't necessarily work everywhere, but it would in Nevada and many other states with a similar climate. It would have been especially worthwhile to Nevada because the state doesn't currently export any significant energy (fossil or otherwise). Indirectly, however, it would benefit every state because this idea would lead to energy independence and possibly rein in volatile energy prices.

Diatribe is dangerous because it depresses new ideas. 

What does this have to do with communication? Everything. As long as people are polarized between moving toward alternative energy (without a clear understanding of it or its economics) and tapping traditional energy solutions, everybody is too busy trying to sell their plan without looking for new ideas. How can they? They are too busy selling whatever is on the table.

While I am certain that my little idea isn't perfect and would probably need some fine tuning (thousands of pages if it is a government job), it's an illustration of what might be possible if people invested their time in solutions rather than whose idea and ideology it might be or what they can get out it.

Instead of politics, it produces a win for every stakeholder, while stimulating the economy, protecting the environment, and nurturing energy independence. It helps people in need, opens a new market, lifts the economy, and brings in private enterprise (without looking like a payoff to past campaign donors). It is absolutely ridiculous these things need to be at odds. At least, I think so. What do you think?

Friday, September 21

Imagining Futures: Social Media For Groceries

Every weekend, my wife sets time aside to fill our grocery list. We used to go together, but our schedules have made this almost impossible and our new shopping system a little less spontaneous.

I cook four nights a week. She cooks three. So my list is written up nice and tight, while she still likes to search for coupons and buy a few spontaneous treats or plan a meal depending on what she sees.

Mostly, she alternates between two stores, Albertsons and Smith's. They both have their advantages and disadvantages, sometimes depending on sales and the day of the week. Price, quality, produce diversity, butcher diversity, and name brands in stock all make a difference on who wins for the week.

Recently, I've noticed another factor that might contribute to how we shop. Both stores are starting to promote apps to make things easier. It's sounds great, but let's be honest. Despite being electronic coupon books, the current apps don't really do enough.

Grocers have to stop thinking mobile and start thinking physical. Specifically, apps cannot be modeled after what exists. They have to be modeled to promote customer objectives. I know it will likely make shelf renters cringe over the loss of impulse buying, but groceries are prime social business candidates.

Many grocery stores are going mobile, but not nearly enough. 

For starters, both of them want you to enroll and provide your email address. You know why. Customers come last. These apps aren't about you. They are about the store and adding you to an email list. Good grief. Isn't it sufficient that I wanted to shop at the store enough to download an app? Never mind. Let's move on...


Abertsons. The app is unattractive and not very intuitive from the start, but that's not the trouble. Other than e-coupons and a store locator, there isn't anything surprising or inspired. Let's point out one flaw.

For example, one of the marketing points is to make your shopping list using the app, but that lacks a tangible physical connection. Since it isn't tapped into the store inventory, you can add items you will never find in the store. It doesn't sync your list against its own e-coupons. And it doesn't organize the list by store layout (or even department), which means a lot of wasted time.

So other than advertising and maybe six e-coupons, why do I need this app? The first generation app is mostly useless, but at least I could try a few things before signing up for an account and spam.

Smith's. It's a better looking app that not only works for Smith's, but all Kroger grocery store brands too. Good enough, but then what? The weekly ads and e-coupons are nice enough, but each one wants you to sign in to add them to the shopping list.

So I did. It's much more intrusive than Albertsons, but I played along and added my Shopper Rewards number. My registration failed, it said, because my number is already in use. Right. By me.

I skipped that step and then had to confirm my email. Do they know how frustrating it is to leave an app to do that? I went to my desktop to save a step only to find that the confirmation hadn't even arrived. I double checked it and resent it from the app. Nothing (not even in my spam folder).

There is nothing like technology to remind you how fragile brands can be. That's as far as I got.

How to reinvent a grocery store app that works for the customer. 

First things first. Scrap the accounts on the front end. You can entice me later with things that make sense — special account-only offers and recipes that I don't have at home — but let people shop in the meantime.

The first thing people want and need is a store locator, which both apps are already equipped with (so that's easy). But after the store is located, the app ought to adjust to a physical layout of the store.

Then, when I start to add items to my list, the app ought to check approximate store inventory, apply any e-discounts and coupons, and arrange the list using a geographical layout of the store. That way you are sure that all your dairy items are picked up in the dairy section.

The app ought to allow for branded and non-branded items. Consumers have different tolerances for different items. Sometimes not having Comet in stock can be a deal breaker. Sometimes it just matters what napkins are on sale. Flexibility is the key and helpfulness raises the bar — e.g., maybe you can segment and merge lists based on regular purchases like milk, eggs, and bread to help people skip retyping everything. All this would not only make sense, but also merge the high tech and high touch.

Want to go a step further? Some grocery stores allow orders and pick- ups anyway. So it only makes sense to have the 'option' to send the list in advance of a shopping trip (along with any special butcher cuts and deli meats). The customer can choose whether they want to do more shopping in the store (while only their special items like meat and deli are prepped) or have everything bagged (assuming you are specific) in advance for a nominal fee of $5.

If $5 sounds too light, you have to think long term. As long as it's done right, people will have a hard time giving back the hour or two they saved. If you want to go a step further, add $20 for delivery.

All of it delivers on the brand promise that both groceries are missing right now. Grocery apps are great but they need to marry the in-store and out-of-store experience. At the same time, it would win over customer loyalty and reduce wait times because the app might already have your debit card info for the express self-checkout or (perhaps) already be factored in by the assembly team before hand.
 

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