Wednesday, November 9, 2016

Understanding a Survey Design – Lessons from the Presidential Polls!

In the politically charged environment, I noticed that surveys are often used as a tool (arguably) to form public opinion. The research and analysis is inspiring and made me wonder if the insights could be directly used towards marketing effectiveness?

A recent HBR article stated that polls dramatically over-estimate support for third-party candidates, when very little actually exists. The premise being “naming any third-party candidate” will garner more votes from responders who are on the fence about Clinton or Trump. However, it won’t translate into real ballot due to the lack of familiarity with these candidates. The revealing conclusion was that the independent candidates cannot be overly optimistic about the survey results, since being named in the survey will alone get you some votes, but the actual support may be much less than that.

Now let’s think marketing surveys – most tend to be “leading” the respondents, so we as marketers can get specific data that we “like.” Not a good sign, if you are banking on survey results to build the business case for a new product/service and have been leading the consumers into picking an answer on the survey. The responses will point to what’s listed on the survey, instead of providing an insight into how much do the consumers know about and/or need the new offering.

Another related and interesting reference in the above article was to a book on “Answering questions versus revealing preferences,” by Zallar and Feldman. The research argued that responders are not necessarily revealing “considered opinions, instead are just answering questions quickly.” The responses do shift based on the answers choices given!  

If I were to summarize in marketing context;

“Educate and NOT lead the consumer to get a more considered opinion.”

This is an important consideration, when designing the survey and considering the responses. Consumers are not sitting around thinking about our new product or service, so a “considered opinion” is the last thing we should expect. However, we can still strive to help them provide a considered opinion through a better survey design, in terms of educating the consumer about the purpose, product/service, benefits and goals. How we do that will depend upon the specified goals, but the results will be closer to a considered opinion, rather than a multiple choice selector.


The article brought to fore some pertinent nuances, even while drawing attention to more common approaches employed, such as, be specific and short, or squeeze in a few more questions to get more responses. But, it is up to us to decide if we want “more” data or “quality” data. The choice is ours!


Sunday, November 6, 2016

Why is my conversion low? (rewind)

It was exactly 7 years ago that I asked this question on this blog. 

So much has changed since then. We have device proliferation, big data, IoT, marketing automation and advancements in web delivery, including a whole lot more literature on customer experience, engagement and conversions.

However, a lot of organizations seem to be struggling with the basics of conversion, that were highlighted in the post. A key question still lingers!

"Is my page designed to cater to my target audience, or am I being generous to all web browsers?"

It needs to be reinforced that an analytics rigor is essential to a sustained web strategy, be it campaign management, online shopping experience, other. Here is a set of key questions to answer:
  1. Who is our target audience?
  2. Do we have a clearly defined goal for the website/page(s)?
  3. Are 1 and 2 based on solid data analysis and modeling?
  4. Do we have a clear "call for action" on our pages?

I have come across a few organizations that are either not diligent on this front or have not invested in the resources to be analytically-savvy. 

It is only getting more complex with above mentioned industry changes, and proactive investments towards basic advancements in addressing customer experience and conversions will only be a prudent strategy - food for thought!