Essentials of Marketing Research Chapter 7: Survey Research SURVEYS SURVEYS ASK RESPONDENTS FOR INFORMATION USING VERBAL OR WRITTEN QUESTIONING RESPONDENTS = A REPRESENTATIVE SAMPLE OF PEOPLE Advantages of Surveys • • • • • • • • Standardization Ease of Administration Ability to tap the “unseen” Suitability for statistical analysis Sensitivity to subgroup differences Quick, Inexpensive Efficient, Accurate Flexible PROBLEMS • POOR DESIGN • IMPROPER EXECUTION • Research Manager’s Task = Total Error Minimization Tree Diagram of Total Survey Error Random Sampling Error Total Error Systematic Error (bias) RANDOM SAMPLING ERROR A STATISTICAL FLUCTUATION THAT OCCURS BECAUSE OF CHANCE VARIATION IN THE ELEMENTS SELECTED FOR THE SAMPLE SYSTEMATIC ERROR SYSTEMATIC ERROR RESULTS FROM SOME IMPERFECT ASPECT OF THE RESEARCH DESIGN OR FROM A MISTAKE IN THE EXECUTION OF THE RESEARCH Tree Diagram of Total Survey Error Administrative Error Systematic Error (bias) or Non-sampling bias Respondent Error SAMPLE BIAS SAMPLE BIAS - WHEN THE RESULTS OF A SAMPLE SHOW A PERSISTENT TENDENCY TO DEVIATE IN ONE DIRECTION FROM THE TRUE VALUE OF THE POPULATION PARAMETER Tree Diagram of Total Survey Error Non-response Error Respondent Error Response Bias RESPONDENT ERROR A CLASSIFICATION OF SAMPLE BIAS RESULTING FROM SOME RESPONDENT ACTION OR INACTION • NONRESPONSE BIAS • RESPONSE BIAS NONRESPONSE ERROR • NONRESPONDENTS - PEOPLE WHO REFUSE TO COOPERATE • NOT-AT-HOMES • SELF-SELECTION BIAS • OVER REPRESENTS EXTREME POSITIONS • UNDER REPRESENTED INDIFFERENT Tree Diagram of Total Survey Error Deliberate Falsification Response Bias Unconscious Misrepresentation RESPONSE BIAS A BIAS THAT OCCURS WHEN RESPONDENTS TEND TO ANSWER QUESTIONS WITH A CERTAIN SLANT THAT CONSCIOUSLY OR UNCONSCIOUSLY MISREPRESENT THE TRUTH Tree Diagram of Total Survey Error Acquiescence bias (agree with all Qs) Extremity bias (always extreme response) Interviewer bias (interviewer presence) Auspices bias (halo affect) Social desirability bias Tree Diagram of Total Survey Error Administrative Error Systematic Error (bias) Respondent Error ADMINISTRATIVE ERROR • IMPROPER ADMINISTRATION OF THE RESEARCH TASK • BLUNDERS • CONFUSION • NEGLECT • OMISSION Tree Diagram of Total Survey Error Data Processing Error Sample Selection Error Interviewer Error Interviewer Cheating COMMUNICATING WITH RESPONDENTS • PERSONAL INTERVIEWS • DOOR-TO-DOOR • SHOPPING MALL INTERCEPTS • TELEPHONE INTERVIEWS • SELF-ADMINISTERED QUESTIONNAIRES PERSONAL INTERVIEWS Door-to-Door Personal Interview Speed of Data Collection Moderate to fast Geographical Flexibility Limited to moderate Respondent Cooperation Excellent Versatility of Questioning Quite versatile Door-to-Door Personal Interview Questionnaire Length Long Item Non-response Low Possibility of Respondent Misunderstanding Lowest Degree of Interviewer Influence of Answer High Supervision of Interviewers Moderate Door-to-Door Personal Interview Anonymity of Respondent Low Ease of Call Back or Follow-up Difficult Cost Highest Special Features Visual materials may be shown or demonstrated; extended probing possible Mall Intercept Personal Interview Speed of Data Collection Fast Geographical Flexibility Confined, urban bias Respondent Cooperation Moderate to low Versatility of Questioning Extremely versatile Questionnaire Length Moderate to Long Mall Intercept Personal Interview Item Non-response Medium Possibility of Respondent Misunderstanding Lowest Degree of Interviewer Influence of Answers Highest Supervision of Interviewers Moderate to high Mall Intercept Personal Interview Anonymity of Respondent Low Ease of Call Back or Follow-up Difficult Cost Moderate to high Special Features Taste test, viewing of TV Commercials possible MAIL SURVEYS MAIL SURVEYS Speed of Data Collection Researcher has no control over return of questionnaire; slow Geographical Flexibility High Respondent Cooperation Moderate--poorly designed questionnaire will have low response rate Versatility of Questioning Highly standardized format MAIL SURVEYS Questionnaire Length Varies depending on incentive Item Non-response High Possibility of Respondent Misunderstanding Highest--no interviewer present for clarification Degree of Interviewer Influence of Answer None--interviewer absent Supervision of Interviewers Not applicable MAIL SURVEYS Anonymity of Respondent High Ease of Call Back or Follow-up Easy, but takes time Cost Lowest How to Increase Response Rates for Mail Surveys • Write a “Sales Oriented” Cover Letter • • • • • • • • Money Helps - As a token of appreciation - For a charity Stimulate Respondents’ Interest with Interesting Questions Follow Up Keying questionnaires with codes Advanced Notification Sponsorship by a Well-known and Prestigious Institution Ways to Increase Mail Survey Response • • • • • Foot-in-the-door Personalization Anonymity Response deadline Incentives • Length of survey • Survey size, reproduction and color • Type of postage – outgoing – return envelopes SELF-ADMINISTERED QUESTIONNAIRES • • • • • • • MAIL PLACE OF BUSINESS DROP-OFF COMPUTERIZED E-MAIL INTERNET OTHER VARIATIONS Telephone Surveys Telephone Surveys Speed of Data Collection Very fast Geographical Flexibility High Respondent Cooperation Good Versatility of Questioning Moderate Telephone Surveys Questionnaire Length Item Non-response Possibility of Respondent Misunderstanding Degree of Interviewer Influence on Answer Supervision of Interviewers WATS: Wide-Area Telecommunications Service Moderate Medium Average Moderate High, especially with central location WATS interviewing Telephone Surveys Anonymity of Respondent Moderate Ease of Call Back or Follow-up Easy Cost Low to moderate Special Features Fieldwork and supervision of data collection are simplified; quite adaptable to computer technology TIME PERIOD FOR SURVEYS • CROSS-SECTIONAL • LONGITUDINAL Comparison Of Data Collection Methods Personal Telephone Mail Data collection costs High Medium Low Data collection time Medium Low High Sample size for given budget Data quantity per respondent Reaches widely dispersed sample Reaches special locations Small Medium Large High Medium Low No Maybe Yes Yes Maybe No Comparison Of Data Collection Methods Personal Telephone Mail Interaction with respondents Degree of interviewer bias Severity of nonresponse bias Presentation of visual stimuli Fieldworker training required Yes Yes No High Medium None Low Low High Yes No Maybe Yes Yes No Factors Determining Choice of Survey Method • Researcher’s Resources and Objectives – Time horizon – Budget – Desired quality of data collected • Generalizability vs. Completeness Factors Determining Choice of Survey Method • Respondent Characteristics – Incidence rate (% in target population) – Willingness to participate (suspicion, privacy, interest) – Ability to participate (time, qualified) – Diversity of respondents (problems with selection or response probabilities) Factors Determining Choice of Survey Method • Question Characteristics – Complexity of tasks (or props needed) – Amount of information per respondent (and type of information needed) – Topic sensitivity (e.g., hygiene, charity contributions, illicit behaviors) Potential Survey Topics • Attitudes – attitude comes before behavior – three parts: • what a person knows about a topic – awareness (aided and unaided recall) • how a person feels about a topic – positive/negative and intensity of feeling • likelihood the person will take action based on the attitude – past, present and future behavior Potential Survey Topics • Image – ask what characteristics are most important to the subject – comparison across groups to reveal differences • Decisions – What was the process used to make the decision? – What information sources were used? – What criteria was used for evaluation? Potential Survey Topics • Needs (or Wants) – Needs, desires or preferences – Find out relative importance of needs. • Behavior – what respondents did or did not do – the timing of the behavior – the persistency of the behavior Potential Survey Topics • Lifestyles – lifestyle patterns identified by activities, interests, opinions and possessions of the respondents • Affiliations – family groups – reference groups Potential Survey Topics • Demographics – Variables such as age, gender, income, marital status, education, employment, etc. – demographic groups often differ significantly on issues – demographics can be used to identify market segments Survey Trends • Over sampling of some populations • Privacy issues • New Technology – – – – fax e-mail internet virtual reality