Smooth Sailing through the Social Media Marketing Research Waters by Kris Hodges, Jennifer Dale and Dorrie Paynter. Learn how SMR is defined, how market research buyers are using SMR and how qualitative researchers can get into the social media listening space.
To hear the recorded QCast:
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11. “People are not necessarily talking about you or the
things you need to know. But, if they are talking about
you, you need to know it.”
“If your customers are talking about you, then there is
no longer an excuse for not listening.”
Ray Poynter (The Handbook of Online and Social Media Research)
12. Two-thirds of MR suppliers provide some
SM monitoring or analysis to clients.
GRIT Report, Winter 2013
What it specifically entails could any of a number of services
13.
14. Big Data has many definitions
(Think NSA)
Collection of data sets so large and complex that it
becomes difficult to process
15. Our lives leave a wake of information behind us
which is becoming quantified -- Datafied
Mobile location
Comments
Transactions
Phone records
Event timeline
Pictures
16. Holy Grail of Big Data . . .
To link different data sets together to create new
learning and insights (to improve marketing)
Sentiments (feelings, attitudes, emotions)
+ Transactions (sales, surveys)
+ Profiles (demographics, psychological states)
+ Behaviors (web browsing, geotracking)
18. Social Media =
Twitter, Facebook, Pinterest, YouTube, LinkedIn, blo
gs, reviews, forums
Interactions among people
in virtual communities and networks
where they create, share, and exchange information
19. SM = “Conversations”
Organic, naturally occurring
Unadulterated
Uncensored
“Pure” – no research bias
Ripe for the picking
20. SM Conversations + Market Researchers
---> SMR
Market
Researchers
SM conversations
21. At its most basic . . .
SMR = Social Media Listening
Listening to organic, natural
conversations for research purposes
NO interaction w/ those providing the
conversations
Remains “pure” and unadulterated
Remains observational
23. . . . and include interaction/engagement
with those who are “talking”
Role of PR and customer relations
Asking follow-up questions
MROCs
Online recruiting
Online FGs, bulletin boards
Pinterest as a research tool
Co-creation
24. . . . and include interaction/engagement
with those who are “talking”
Role of PR and customer relations
Asking follow-up questions
MROCs
Online recruiting
Online FGs, bulletin boards
Pinterest as a research tool
Co-creation
BUT, being done
through SM
channels, doesn’t make
it SMR
26. How do you listen in on these
conversations?
DIY
Scraping/aggregating
Social Media Listening Platforms
Aggregators that capture (scrape) and synthesize conversations
Free
Platforms
Paid
Platforms
30. That needs to be analyzed
Perfect for QRCs . . .
We connect the dots!
31. QRCs add value to the conversations
“ . . . when making decisions about social relationships,
it’s foolish to swap the amazing machine in your skull for
the crude machine on your desk.”
Computer-driven data analysis excels at measuring quantity of
social interactions but not quality
“People are better at mirroring emotional states and
assigning value to things through emotion. Data analysis
is pretty bad at narrative and emergent thinking . . .”
David Brooks – New York Times columnist
32. Demand for QRC skills on the upswing?
“ The main problem . . . is that the [quant] tools may be very
good at collecting data, but they tend to be very poor at
analyzing it.
There seems to have been a switch back to manual coding and
away from automated coding - which in turn has made people
less inclined to collect very large amounts of data.”
Ray Poynter
33. Even the New York Times is on our side
Article on Big Data . . .
“The best (people) tend to be really
curious, thinkers who ask good questions and
are OK dealing with unstructured situations
and trying to find structure in them.”
They’re talking about Us!
NOPE!
...
it is a Data Scientist
“Data Science: The Numbers of Our Lives”, New York Times, April 11, 2013
34. Data scientists are the magicians of the Big Data era
They crunch the data
use mathematical models to analyze it
create narratives or visualizations to
explain it
then suggest how to use the information to make decisions.
35. SMR is rarely called
Social Market Research
Many functions claiming SMR capabilities
36. Additional Warning . . .
“Using great volumes of information . . . requires
profound changes in how we approach data.”
“. . . In many instances, we will need to give up our quest
to discover the causes of things, in return for accepting
correlations.”
“Big data helps answer what, not why, and often that’s
good enough.”
Kenneth Cukier and Viktor Mayer-Schoenberger, “The Rise of Big Data: How It’s Changing
the Way We Think About the World
37. Big Hype with SM and Big Data
Fast moving/fast changing – in its infancy
Trying to corral it
Many providers that may not have longevity
Promises may be better than actuality
Seeing chinks in the armor
Constant monitoring yields little new content/is
repetitive
38. In Summary . . .
SMR is not scary – analyzing conversations is exactly
what QRCs do!
You may already be doing SMR (according to some)
But, SMR = SML(istening)
Qual and Quant turf battles, but a bigger battle
with Big Data which is encroaching on traditional
MR territory
42. Research Objective
To identify how, if at all, research
buyers are utilizing social media
for marketing research and how,
if at all, SMR provides value to
their business.
49. “[SMR] means consumer perceptions, consumer
preference… so I can plan an acquisition strategy.”
Defining SMR
“[SMR] is doing research on what
others are doing as well as on best
practices… and to ask that captive
audience certain questions.”
“Trends.”
“[SMR is] going online
through our website and
ask questions… and
social media tracking of
conversations… and
online communities.”
“[SMR] is web
listening, and
creating online
communities…
and engaging
with them.”
“[With SMR] there is nothing that is not possible.”
“[SMR] is any
type of
conversation
online.”
“SMR is a
tool, not a
solution.”
50. “[SMR] means consumer perceptions, consumer
“Customer satisfaction”
preference… so I can plan an acquisition strategy.”
“Marketing Tool.”
“Metrics on the brand and “Watch, listen and learn through our
competitors.” “go online
website and
about customers online.” ask
“[SMR] is doing “Influencingwhat
research on buyers”
questions… and social
“Getting
“Published of
others are doing as well as on best
media trackingopinions.”
information
practices… and to ask that captive
conversations… and
online.”
audience certain questions.” monitoring”
online communities.”
“Listening and
Defining SMR
“Listening and
“[SMR] is web analytics.” is any
“[SMR]
listening, and
type of
creating online
conversation
“Voice of the customer.” “Digital media research”
communities…
online.”
and engaging
“Behaviors”
with them.”
“SMR is a
“Tracking, analysis
tool, not a
and not possible.”
solution.”
“[With SMR] there is nothing that isobservation.”
“Measure of
awareness.”
56. SMR Decision Makers
“No one knows enough about SM
– it’s a big black box to marketers.
Everyone needs to be on it today.”
“We have 3 fulltime employees
just for SMR.”
“[SMR] was started by a colleague in marketing using
Facebook and Twitter for client relationship… after 4 years
we are finally using SM for research.”
58. Why Conduct SMR?
“SMR levels the playing field in
our favor since we have fewer
resources [than bigger
companies]’
“[SMR] adds
to basic
information,
can see
trends.”
“[SMR] is only
appropriate for
quick answers
to low impact
questions.”
“[SMR] is a window
on the world.”
“Social media research is a first
step where I need a survey of
the world vs. in-depth… I can ge
the lay of the land.”
“[We] know that the sample
frame is weak, but doing social
media research will enable the
MR department to do more
with less money.”
60. Desired Results from SMR
[We hope to find] insights to
supplement other
MR, trends, spikes in
sentiment or buzz to dig into
for insights.”
“To build digital income.”
“[We] search for verbatims to
support findings of our other
studies.”
“So customers know they are heard.”
61. SMR Advantages
•
•
•
•
•
•
•
See the big picture
Organic & “real”
Familiar to younger generation
Broad, global audience
Immediate
Cost effective
Also a recruiting tool
62. SMR Advantages
We are phasing out [online
communities in exchange for
more SMR]… online
communities are artificial and
not global.”
“Some targets are easier to
get on SM.”
“Much richer than a
quant study.”
“[SM data] is
faster, cheaper, more
immediate.”
64. “We purchased software for media listening that nobody knows how to use.”
SMR Tools Used
“We recently used Pinterest in a
homework assignment with
participants.”
“We have some sort of quant tool that
interacts with social media”
“Initially we had an internal tool… now
we use a paid data aggregator that’s
more flexible.”
“We are still struggling with what it is
and how to use and how to engage in
the b2b market… we are in the process
of developing a process.”
66. SMR Tools Used
Research Companies
Public Relations Firms
Advertising Agencies
Design Firms
Web Hosting Providers
Web Design Companies
IT Consultants
70. SMR Pitfalls
“We take it with a grain of salt, it’s only as
good as our sample.”
“I’m worried about
age and cultural
bias.”
“not really doing
true research.”
“[SMR] tools are not
sophisticated enough
to get true insights...
Need to explain why
things happen.”
“Using SM to sell isn’t worth a darn, invasive, people don’t like it.”
“B2B opportunities not at all clear.”
“Don’t have a strong
enough grasp.”
71. Research Objective
To identify how, if at all, research
buyers are utilizing social media
for marketing research and
how, if at all, SMR provides value
to their business.
72. Research Objective
To identify how, if at all, research
buyers are utilizing social media
for marketing research and
how, if at all, SMR provides value
to their business.
73. Future of SMR
•
•
•
•
Growth unknown, but assumed
Increased consumer input
Increased mobile measurements
Complement to MR
Less traditional research
Less online research
74. Future of SMR
“In the future there will
be more mobile apps for
market research.”
“[SMR] is just
the beginning.”
“[SMR] has sway… it is
taken seriously.”
“There’s value in exploration and
opportunity to use the findings up
front, earlier in the marketing
process.”
75. Opportunities
for QRCs
• Buyers want:
Guidance
Justification
• They are not
seeking out QRCs
• Qual analysis is
the missing piece
• Get in there!
78. Cruise Three – Our Goals:
1) How to conduct SML research
2) Where do QRCs fit in
Gathered a crew
Some expert sailors
Others just getting their sea legs
79. Thank you!!
Renee Murphy
Carole Schmidt
Kathy Doyle
Patrice Wooldridge
Caryn Goldsmith
Kay Correy Aubrey
Andrea Werboff
Caroline Volpe
Rosalia Barnes
Kris Hodges
Jennifer Dale
81. Travel the seven seas:
1. Get your bearings
2. Identify the treasure
3. Chart your course
4. Choose your fleet
5. Go fishing
6. Clean your catch (e.g., analysis)
7. Serve it up
83. What can I research?
Topic - are people talking about it online?
84. Topics tend to be broader vs more in-depth
Reaction to new advertising campaign, vs
drilling in to specific aspects of the commercial
Self-limiting, no probing, showing
stimuli, Twitter has 140 character limit
Need to define narrowly enough to find themes
“Pizza” vs
“Domino’s Pizza” vs
“Domino’s Gluten-Free Pizza”
86. Consumer topics tend to be easier than b-tob, but b-to-b not impossible
Have to “listen” in the right forums, blogs, etc.
Time-sensitive topics are fine
Reaction to product launch in past
How far back depends on platform
87. We agreed upon . . .
Gluten–free pizza . . . specifically.
91. Not all objectives that work in other forms of qual
work in SMR
Can’t get feedback on new idea if it hasn’t launched
But CAN learn from competition
92. Can be stand alone project, or part of a project
Smarter proposals & new client presentations
Refine screening criteria
Tighten guide
Part of a hybrid approach
93. Case studies . . .
Look for target segments
Who else can we target with this beauty product?
Result:
• Found several segments using product for different
reason than current packaging described; became new
target audience for the product.
Thank you Renee Murphy!
94. New business work
Client entering new category; learned by looking
at current category.
Result:
Made recommendations on features and current
product problems that they could address when
designing their entry. A relatively quick and
inexpensive way to get LOTS of input.
Thank you Kathy Doyle!
95. Due diligence
For-profit institute considering purchase of
another company.
Result:
Uncovered a significant issue; purchase did not go
through.
Thank you Kathy Doyle!
96. Inform and inspire marketing efforts
Client redirecting marketing efforts in the health
industry - wanted robust understanding of certain
keyword.
Result:
Used SM to define the keyword through
consumer images, consumer videos, terms and
language. Used as inspiration to ad agency.
Thank you Renee Murphy!
97. More objectives that work . . .
Benefit articulation
SWOT analysis
Product launch evaluation
. . . What others can you think of?
98. Our gluten-free pizza objectives
1) What would make the ideal gluten-free pizza?
2) What can we learn from Dominos’ experience
to help our launch be a success?
3) What are consumer concerns/hesitations about
gluten-free pizza?
99. Travel the seven seas:
1. Get your bearings
2. Identify the treasure
3. Chart your course
101. Travel the seven seas:
1. Get your bearings
2. Identify the treasure
3. Chart your course
4. Choose your fleet
102. Pick your tools
Aggregators vs going directly to the source
Paid vs free
Looking for text? Images?
103. We looked at a lot, but there are a
lot more out there!
Free
BoardReader
Google Forum and
Blog Search
Social Mention
Addict-o-matic
Hoot Suite
Pinerly
Instagram
Pinfluencer
Curalate
Brandify
Topsy
Paid
Social Radar
NetBase
Radian6
Sysmos
104. Aggregators: To pay or not to pay?
DIY Scraping
Cost
Breadth of
resources scraped
# of quant tools
offered
Professional
support
$ outlay low; time
outlay high
Free
Often $40-$50K/yr
Totally up to you
Better
Best
Some
More than you
need
Minimal
Up to you
Part of what you
Unlikely
pay for
Part of what you
Questionable
pay for
Still need to drill
Get what you pay down, but gives you
for
good start
Most
Less
On your own
Coding algorithms On your own
Quality of
analytics
Work involved
Free
Paid
Aggregators Aggregators
Less (but still a lot)
105. How to evaluate tools?
Must read:
ESOMAR’s “24 Questions to help buyers of social media
research”
Company profile
Data sources
Data management
Data quality and validation
Policies and compliance
106. Take it for a spin . . .
Might want to give some of these free options a try:
Google Blog Reader
Zakta Research
Social Mention
Addict-o-matic
Board Reader
Plus go directly to
YouTube, Instagram, Pinterest, Twitter, Facebook, etc.
107. Travel the seven seas:
1. Get your bearings
2. Identify the treasure
3. Chart your course
4. Choose your fleet
5. Go fishing
108. Jump in, the water is fine!
Fine tuning your searches is key
What terms would your target use?
Like probing in a focus group
Follow that path or try another?
110. Developing topic construct
Need to understand how to use search terms
“Pizza” might be too broad = 13.8 MILLION mentions
in past 3 months
Joe’s Pizza Parlor likely too narrow
111. Getting to the right pool . . .
Experiment
Gluten free versus Gluten-free
GF and Pizza marginally better, BUT GF = girl friend
Pizza and “gluten free”
Ended up with “pizza” AND (“gluten free” OR “gluten-
free” OR “GF pizza”) => 35K mentions
112. Think creatively
How else do people refer to your topic?
McDonald’s - “Mickey Dee’s”
Pizza Hut – “the hut”
114. What can you discover?
Aggregator platforms have lots of metrics
Volume = 91K unique conversations
NET Sentiment = 76
Passion Intensity = 45
Reach = 385M
Demographics
Source: NetBase and Social Radar
115.
116. Why a change in chatter?
Pizza Hut announced it would be introducing glutenfree pizza to its restaurants:
“We LOVE THIS! :D... 'Pizza Hut woos coeliacs with
gluten-free bases’
“RT @GlutenFreek: It's a pizza! A gluten free pizza! A
gluten free pizza from Pizza Hut! Beyond excited...”
Source: Netbase via e54
118. Gluten-free pizza LIKES
The “taste”
“Domino's new gluten free pizza tastes great and didn't make me sick.
Rejoice!”
“I found a gluten free pizza that tastes good...great even! I'm happier
than a pig in slop. That's how that saying goes...right?”
Its appearance (the “look”)
“Wow that GF pizza looks amazing! Where is it from?”
“That gluten free pizza looks yummy! Nothing beats finding a good
gluten free crust!!”
It is “easy” to make
“Easy Gluten-Free Quinoa Pizza Crust from My Gluten-Free Girlfriend!”
“It was delicious! It is extremely cost effective, easy, and the best gluten
free pizza I've had! I love that it's grain free too.”
Source: Netbase via e54
119. Gluten-free pizza DISLIKES
When it’s “not gluten free”
“Maybe my gluten free pizza wasn't so gluten free. I'm in so much pain!!!!”
“Craving pizza but I know I will regret eating a pizza that isn't gluten free.”
The “taste”
“I don't get it. Fruity Pebbles are gluten free & taste awesome. The Trader
Joe's gluten free pizza tasted like ****.”
“I didn't want a pizza that tasted good for a gluten free pizza, I wanted a
pizza that tasted like pizza.”
Its “expensive” price
“Buying special food for somebody with the restricted diet is extremely
expensive, Joey's gluten free dairy free pizzas usually run around 8 bucks a
piece ... I had to learn to make a lot of his favorite food from scratch lol.”
“The Domino's gluten-free pizza is so small and expensive. It's quite
nice, but not worth the price.”
Source: Netbase via e54
120. Deep dive from here
When it’s “not gluten free”
Can we tap into “regret”?
(60 conversations)
“Maybe my gluten free pizza wasn't so gluten free. I'm in so much pain!!!!”
“Craving pizza but I know I will regret eating a pizza that isn't gluten free.”
The “taste”
“I don't get it. Fruity Pebbles are gluten free & taste awesome. The Trader
Joe's gluten free pizza tasted like ****.”
“I didn't want a pizza that tasted good for a gluten free pizza, I wanted a
pizza that tasted like pizza.” about
What are others saying
Trader Joe’s gluten-free pizza?
Its “expensive” price
(187 conversations)
“Buying special food for somebody with the restricted diet is extremely
expensive, Joey's gluten free dairy free pizzas usually run around 8 bucks a
piece ... I had to learn to make a lot of his favorite food from scratch lol.”
“The Domino's gluten-free pizza is so small and expensive. It's quite
nice, but not worth the price.”
Source: Netbase via e54
124. Travel the seven seas:
1. Get your bearings
2. Identify the treasure
3. Chart your course
4. Choose your fleet
5. Go fishing
6. Clean your catch (e.g., analysis)
126. Analysis!
Similar to reading bulletin board focus group
transcript . . . but not as organized
Need to read LOTS of posts and keep digging
Track themes and keep evaluating hypotheses
Come up with coding system and way to save key
quotes – Excel?
Aggregator products include statistics . . . Good
starting point but those with experience don’t take
them at face value.
127. Travel the seven seas:
1. Get your bearings
2. Identify the treasure
3. Chart your course
4. Choose your fleet
5. Go fishing
6. Clean your catch (e.g., analysis)
7. Serve it up
131. Dip your toe in . . .
It’s not that scary – skills we already have
Start small and gain confidence
Create more insightful proposals
Prepare for new client meeting or a project
May not be for everyone
132. Ready to dive in?
Sell to client
Small freebie
Add on to “traditional” qual
Stand-alone project
Proposal
Describe process so they understand value you bring
Sell analytical skills and time you’ll put into it
May be be able to sell your research/analytical skills to
use client’s subscription to more expensive platforms
133. Heading back to shore . . .
What does all this mean for
QRCs?
134. Opportunities in listening space
Timing is good
Hot topic – SM is on every marketer’s radar
Your competition is not all that experienced either
Evidence that clients need help understanding the
“whys”
The tools are different but the skills are the same
Wide range of ways to use SMR
Self-education -> paid project
135. Opportunities in listening space
Opportunities for QRCA to establish qual side of SMR
Raise awareness - encourage more conversations on
Member Forum and LinkedIn
Use PR: Articles in Quirks, Views, etc.
Add to Find A Researcher tool on QRCA.org
Create a SMR SIG?
136. Questions?
Send out an SOS:
Kris Hodges
Jennifer Dale
Dorrie Paynter
MktResearcher@twcny.rr.com
JDale@InsideHeads.com
Dorrie@LeapfrogResearch.com
138. Useful Online Resources
ESOMAR - Guideline on Social Media Research
Insightful questions for assessing social media listening tools
http://www.esomar.org/knowledge-and-standards/researchresources/24-questions-to-help-buyers.php
ESOMAR - Guideline on Social Media Research
Legal and ethical guidelines for SMR
http://www.esomar.org/knowledge-and-standards/codes-andguidelines.php
“The Promises and Pitfalls of SMR -- Prevailing Discussions and the
Naked Truth”, Annie Pettit
http://www.marketingpower.com/Calendar/Documents/2012%20Davi
d%20K.%20Hardin%20Memorial%20Award.pdf
“Chatter Matters -- Social Media Research is Reaching its Tipping
Point”, Ray Poynter
http://nobullshitmarketing.blogspot.com/2011/10/chatter-matters-
social-media-research.html
139. Useful Online Resources -- cont.
“Guide to the Top 16 Social Media Research Questions”
http://www.mra-net.org/rq/documents/MRA_IMRO_SMR16.pdf
“What Data Can’t Do”, David Brooks NYT article
http://www.nytimes.com/2013/02/19/opinion/brooks-what-data-cantdo.html
Data Science: The Numbers of Our Lives”
http://www.nytimes.com/2013/04/14/education/edlife/universities-offercourses-in-a-hot-new-field-data-science.html
“The Rise of Big Data: How It’s Changed the Way We Think
About the World”, Kenneth Cukier and Viktor MayerSchoenberger
http://www.foreignaffairs.com/articles/139104/kenneth-neilcukier-and-viktor-mayer-schoenberger/the-rise-of-big-data
140. Useful Online Resources -- cont.
“Wiki of Social Media Monitoring Solutions”
http://wiki.kenburbary.com/
Hinweis der Redaktion
The tools exist today and will improve (and change) over time
Not there yet
Researchers just can’t resist
Jen will elaborate more
The other aspects are
I mentioned the guide, which was our first order of business.The crew collectively determined what, as qualitative researchers, we needed to know about social media marketing research.The purpose? To get a handle on what’s going on so we can take action, and prevent valuable qualitative research from somehow falling out of fashion… or knocked out of the budget, replaced by social media.We were going to get to the bottom of this!