Dann & Dann Social Marketing Monograph 1 Executive Summary Social marketing as a field of marketing has been in existence for around 40 years yet it is only relatively recently that it has gained popularity in the Australian government marketing context. As a management practice, social marketing is based on the adoption of the marketing philosophy, and adaptation of marketing tools and techniques, to assist in facilitating behavioural change. Key areas where the social marketing approach has been employed include health, road safety and physical activity. Social marketing, as the name implies, is grounded in commercial marketing theory and practice. However, given that the application of social marketing is predominantly in non commercial sectors, social marketing practice draws on a range of related disciplines including sociology, psychology and other social welfare related activities. As it grows in acceptance, social marketing has continued to evolve. Currently it is a highly dynamic field with new emphases and perspectives emerging, particularly in relation to the role that social marketers can play in contributing to structural change. This monograph was commissioned to give a current snap shot of the state of social marketing and its potential application to the activities of government in Queensland. The paper looks at the development of social marketing and its applications from a theoretical and a practical perspective and covers the following key elements. Marketing Marketing is a two way process Marketing strives to achieve mutually beneficial exchanges – or “sales” Marketing is not a value free management tool The individualistic philosophical underpinning of the marketing discipline can aid and can also conflict with the role of the public sector in serving the public interest 1 Dann & Dann Social Marketing Monograph 2 Marketing in Government Limited understanding of what marketing is often equates it with advertising and promotion. Marketing has developed a poor reputation as a result of the unethical behaviour of a minority and misconceptions as to the power of marketing for changing people’s behaviour Limited duration campaigns with low level funding are given unrealistic expectations and targets Use as a quick fix solution limits the value to be gained from marketing Key techniques such as market segmentation can have negative political connotations. Marketing’s role in the public sector is best suited to the development of suitable implementation strategies designed to maximise both effectiveness and efficiency Definition and Domain Social marketing requires the adaptation of commercial marketing techniques and tools, and the adoption of the marketing philosophy Social marketing is not an education campaign or legislative change. Not all public sector marketing is social marketing There is a considerable overlap between social marketing, not for profit marketing, profit marketing, pro-social marketing, cause marketing and other forms of marketing. Social marketing can coexist with other forms of social change agendas Components of Successful Social Marketing Marketing consists of three levels of philosophy, strategy and tactics. Using ad hoc elements of the marketing mix, marketing strategies and tactics will not result in the level of success than can be attained from a holistic approach to marketing The marketing mix consists of price, product, promotion, place, people, process and physical evidence. Each element of the marketing mix consists of sub components for example, price consists of both financial and non financial costs. 2 Dann & Dann Social Marketing Monograph 3 Advertising is a subset of promotion, which in turn is a subset of the marketing mix, and as such, should be considered as one element of a total promotional mix, rather than the totality of a social marketing campaign Concepts of Social Change Campaigning Weibe’s Five Forces Model of change campaigning illustrates the process a person goes through in order to react to a social campaign. o Force is the pre-existing motivation and desire to comply (or reject) the campaign message o Direction is the knowledge of how to act on the campaign message and is closely associated with social promotion and education programs. o Mechanism is the actual action, and the associate products, support services or activities involved in carrying out the behaviour endorsed by the campaign. It involves the whole of the social marketing mix, with particular emphasis on product, people and place. o Adequacy and compatibility are the extent to which the campaign delivers on its promised benefits by undertaking the endorse activities. It is closely associated with product and physical evidence o Distance is the amount of effort required to performance the actions required by the social change message, and is closely associated with social price and social product Social marketing operates in the macro and micro environment o Micro environments include organisational culture, lobby groups, media and general public. o Macro environments include social environment, economic environment, technological environment, legal environment, and competitive environment. Competition exists in social marketing between alternative solutions to a social marketing problem Where social marketing fits with other approaches Social marketing is not always the best mechanism for social change 3 Dann & Dann Social Marketing Monograph 4 Education, law, and social marketing are each appropriate for some forms of change, but none are universally applicable as a solution to every problem Social change can be implemented at a individual, community and society level, with different methods required for each level and approach. Ethical Issues in Social Marketing Social marketing campaigns starts from a presumption of superiority over the target audience since the campaigner believes that the target audience is either engaged in an inappropriate behaviour, or not engaging in a 'superior' alternative lifestyle Ethical considerations for a change campaign include whether to provide full information, partial information or only the most persuasive information to the target adopter the conflict between appropriate product strategies for the target market, and the social values of other community groups. clashes between appropriate promotional messages, and appropriate use of the most effective or most efficient message channels, and wider community perceptions of advertising and promotion. Social marketing needs to consider both the intended and possible unintended consequences of the campaign when assessing the ethics of the social change program 4 Dann & Dann Social Marketing Monograph 5 Table of Contents Executive Summary ....................................................................................................... 1 Table of Contents ........................................................................................................... 5 Marketing: An Overview ............................................................................................... 7 Core Principles: Exchange Theory ...................................................................................................... 8 Core Principles: Customer Orientation ................................................................................................ 9 Core Principles: Three Levels of Marketing ........................................................................................ 9 Marketing: A Summary ................................................................................................................ 10 Role of Marketing in the Public Sector........................................................................ 11 Failure of the Public Sector to use the holistic approach to marketing .............................................. 11 Misconceptions about the nature of Marketing ............................................................................. 11 Poor reputation of marketing ........................................................................................................ 12 Unrealistic Expectations ............................................................................................................... 12 Market Segmentation .................................................................................................................... 13 Limited involvement in the product development process ........................................................... 13 Application of Marketing in the Public Section................................................................................. 14 Marketing in Government: A Summary ....................................................................................... 14 Social Marketing: Definition and Domain ................................................................... 15 Definition ........................................................................................................................................... 15 What social marketing is ................................................................................................................... 16 Expanding the ‘marketing’ aspect of social marketing ................................................................. 16 What social marketing is not ............................................................................................................. 18 Social Marketing is not an education program.............................................................................. 18 Social Marketing is not Legislative Intervention .......................................................................... 18 Social Marketing and Other Socially Oriented Marketing Activities ................................................ 19 Government and socially orientated marketing activities ............................................................. 21 Definition and Domain: A Summary ............................................................................................ 22 Differences between Social and Commercial Marketing ............................................ 23 Components of Successful Social Marketing .............................................................. 24 Application and Adaptation of Commercial Marketing..................................................................... 24 The Three Levels of Social Marketing .............................................................................................. 25 Social Marketing Philosophy ........................................................................................................ 25 Social Marketing Strategy ............................................................................................................. 26 Tactical Implementation of Social Marketing ............................................................................... 28 The Social Marketing Mix ................................................................................................................. 29 Product .......................................................................................................................................... 29 Price .............................................................................................................................................. 33 Promotion...................................................................................................................................... 34 Place .............................................................................................................................................. 37 The Extended Marketing Mix ............................................................................................................ 38 People ........................................................................................................................................... 38 Processes ....................................................................................................................................... 39 Physical Evidence ......................................................................................................................... 39 Components of Successful Social Marketing – A Summary ........................................................ 40 Concepts of Social Change Campaigning.................................................................... 41 Five Forces Model ............................................................................................................................. 41 The Force ...................................................................................................................................... 41 The Direction. ............................................................................................................................... 42 The Mechanism. ............................................................................................................................ 42 Adequacy and Compatibility. ....................................................................................................... 43 Distance. ....................................................................................................................................... 43 Environment Factors and External Considerations ............................................................................ 44 Micro Environment ....................................................................................................................... 44 Macro Environment ...................................................................................................................... 46 Concepts of Social Change Campaigning – A Summary.............................................................. 51 5 Dann & Dann Social Marketing Monograph 6 Where social marketing fits with other approaches to social change .......................... 52 Common Concepts - Education, Marketing and Law ........................................................................ 52 Continuum of Change Approach ....................................................................................................... 55 Problems, Barriers and Roles Approach: Dealing with the Blockages at Individual, Community and Society Level ..................................................................................................................................... 56 Alternatives to Social Marketing at the Individual Change Level ..................................................... 60 Where social marketing fits with other approaches – A Summary ............................................... 61 Current Tools and Trends in Social Marketing............................................................ 62 Internet Marketing, Online Communities .......................................................................................... 62 Behavioural Cessation Marketing ...................................................................................................... 63 Ethical issues in social marketing ................................................................................ 64 Ethics of Change Process: Presumption of Superiority ..................................................................... 64 Ethics of the Change Campaign Content ........................................................................................... 65 Ethics of the Change Outcome: Consequences of Change ................................................................ 66 Intended Consequences ................................................................................................................. 66 Unintended Consequences ............................................................................................................ 67 Ethical Issues in Social Marketing - A Summary ......................................................................... 68 Practical issues in Social Marketing implementation .................................................. 69 When to use social marketing ............................................................................................................ 69 Will social marketing match the type of change? ......................................................................... 69 Do the conditions suit social marketing? ...................................................................................... 70 Market Research Driven Interventions ......................................................................................... 72 Whole of the Mix or Component Parts? ....................................................................................... 72 Is there a point to social marketing? .................................................................................................. 73 Internal Marketing of Social Marketing ............................................................................................ 73 Legitimising Marketing ................................................................................................................ 74 Acquiring the technical expertise .................................................................................................. 75 Ethical Issues in Social Marketing - A Summary ......................................................................... 77 Determining if the campaign is Social Marketing ....................................................... 78 References .................................................................................................................... 79 Government Campaigns ................................................................................................................ 81 Table 1 Differences between social and commercial marketers .................................. 23 Table 2 The Continuum of Change Mechanisms ........................................................ 55 Table 3 Collaborations between change method based on the type of barrier ............ 59 Table 4 Prochaska and DiClimente’s Stages of Change Model .................................. 61 Table 5 Type of Change ............................................................................................... 70 Table 6 Social Marketing Campaign Benchmarks ...................................................... 78 6 Dann & Dann Social Marketing Monograph 7 Marketing: An Overview Marketing is a well established core discipline of business and, as such, has become incorporated into the functional activities of organisations of all types, whether they fall within the profit or not for profit sector. Governments have been slower to adopt marketing practices for a variety of reasons. However even within this sector there is increasing acceptance that marketing has a role to play and can contribute to the development and implementation of high quality responsive public policy. Although the government is charged with operating "for the public interest", the public sector is not a single homogenous organisation. Different departments and agencies have differing objectives, and the extent to which marketing is accepted as an appropriate tool will depend in part on the function of the specific government entity that uses it. Research into the role of marketing as a public sector activity confirms that marketing is consider to be more appropriate the closer the functions of the government agency is to the private sector. For example, commercialised business units within government departments and government owned corporations are more likely to employ explicit marketing tools and techniques than more socially oriented departments. However, despite opposition to the use of 'marketing', a majority of agencies express strong support for the use of the underpinning philosophy of marketing. In many cases, core marketing tools are being effectively used throughout the public sector but are not labelled as being a part of marketing. The challenge for marketers is to educate their public sector colleagues as to what constitutes marketing practice and the marketing discipline. Confusion over the definition and domain of marketing practice constitutes much of the opposition to its explicit incorporation as an element of managerial practice in the public sector. In addition, the appropriateness of the marketing orientation is questionable in specific circumstances. Unlike many other management tools, marketing has an implicit ideological and philosophical underpinning which means that, at times, it is not the most appropriate approach to conducting government business and in some instances arguable should not be used. 7 Dann & Dann Social Marketing Monograph 8 Core Principles: Exchange Theory The core concept which underpins marketing, and which simultaneously is the ultimate objective of all marketing activities, is the creation of mutually beneficial voluntary exchanges. In commercial marketing exchange is easy to define with a simple transaction of "I have money to exchange with you for goods and services". In public sector, non profit and social marketing the exchange process is typically more complex, often involving a chain of exchanges for the realisation of the final exchange. For example, a complex exchange process may develop as follows: Exchange 1: A company sponsors a charity dinner for the homeless as a tactic to be seen as socially responsible and caring (which in turn should attract more clients who share the same 'beliefs') – the charity needs the money to carry out its programs and to maximise the benefits of the relationship, acknowledges the sponsors financial contribution, and then encourages supporters to support the company commercially; Exchange 2: The charity uses the money to provide food and clothing to the homeless along with an offer for counselling or other assistance – the clients benefit from the charity's services; Exchange 3: The charity benefits as it is praised for its work via public awards or other recognition which in turn draws more donations - society benefits as the charity provides the homeless with basic needs for survival which in turn reduces the public’s perceived risk of theft or muggings (no need to steal for food) and increases the well being of the majority in that they feel less guilt in that the homeless are being taken care of. Marketing is a two way process, not a one way approach to benefit distribution. For some people involved in the social and public sector this model is incompatible with the way that they perceive their role and the role of their agencies. It is often hard for those in the social sector to accept the idea that the ultimate objective of their activities is to be involved in an exchange or 'sale' where both parties benefit. This is one of the key ideological bases of marketing which operates against its use in the social sector. 8 Dann & Dann Social Marketing Monograph 9 Core Principles: Customer Orientation A second core principle of marketing is the customer orientation. Effective marketing relies on finding out what individuals want, and then supplying them with that “product” to the extent that that company can do this at a profit. Marketing’s focus on the primacy of the desires of the individual ahead of needs of the broader society is another area of potential conflict. Public policy is generally designed to serve “the public interest”. In cases where there is a perception that a policy unfairly benefits an individual or small group (known to marketers as the “target market” and considered to be a good thing), public and media reaction is usually highly political and extremely negative. Core Principles: Three Levels of Marketing Marketing as a managerial practice involves a multiple level approach which encapsulates the philosophy of client centredness, strategic allocation of resources through market research and market segmentation, and tactical development of integrated programs of product distribution and service delivery including the promotion of these programs. Unfortunately, few marketers realise that 'marketing' is a holistic concept and management practice which is not value free. Consequently when trying to implement marketing into new contexts such as the public sector, they encounter apparently insurmountable attitudinal barriers within the organisation. Many of these can be broken down through a better understanding of the cause of the resistance. In some cases, the conflicting ideologies and beliefs which underpin alternative approaches to policy implementation are totally incompatible with the marketing orientation. In those situations, one approach will inevitably override the other. The application of the three levels of marketing in a social marketing context is discussed later in this monograph. Within the public sector, the most common use of marketing tools is at the tactical level. 9 Dann & Dann Social Marketing Monograph 10 Marketing: A Summary Marketing is a two way process Marketing strives to achieve mutually beneficial exchanges – or “sales” Marketing is not a value free management tool The individualistic philosophical underpinning of the marketing discipline can aid and can also conflict with the role of the public sector in serving the public interest 10 Dann & Dann Social Marketing Monograph 11 Role of Marketing in the Public Sector A brief overview of the issues related to adopting any form of marketing in the public sector is needed to fully appreciate the potential for social marketing to contribute to the development of effective public policy aimed at attitudinal and behavioural change. Historically public sector agencies have had a tendency to use various marketing tools, particularly communication tools, on an as needs basis rather than adopting the whole of the marketing concept. In taking this approach, government agencies miss out on the full strength of marketing as a managerial tool. Failure of the Public Sector to use the holistic approach to marketing There are a number of reasons why the Public Sector does not perceive marketing as a holistic exercise. These include A limited understanding of the nature of marketing Poor reputation of marketing by the unethical actions of the few Unrealistic and often unreasonable expectations for success rates for short term, low cost campaigns. Problems with the use of market segmentation Limited access to involvement in the development of products which marketing is later required to ‘market’ to the end consumer Misconceptions about the nature of Marketing First, as referred to previously, many public sector employees have a limited understanding of what marketing is and equate it with advertising and promotion. Promotion, which includes advertising, is both the most visible element of marketing while simultaneously tending to be the most expensive. As the most publicly conspicuous element of the program, the promotional activities associated with a marketing program are also the element that is most open to media and public scrutiny. Complaints about the cost of government marketing campaigns are a 'standard' media story which recurs on a regular basis irrespective of the content of the campaign or the perceived need for the program in the wider community. 11 Dann & Dann Social Marketing Monograph 12 Sample Newspaper Headlines “Carr vows to hunt down ad dollars unwisely spent” Sydney Morning Herald 11 September 2002 "A high price to tell us nothing" Herald Sun, June 30 2004 "Howard labels Opposition's ad policy a stunt" The Age, June 29 2004 "Labor vows to outlaw ad blitzes" Sydney Morning Herald, June 28 2004 "Ad blitz is an ad blitz whoever's paying" The Australian, June 24 2004 “Is the Government Dipping into the War Chest” B & T 10 September 2004 “Government Sold Itself for $100 Million” Sydney Morning Herald 18 October 2003 Poor reputation of marketing Second, marketing has developed a poor reputation as a result of the unethical behaviour of a minority. Marketing is perceived by some as manipulative and deceptive. Again, much of marketing’s negative reputation is based on a misunderstanding of what marketing is and what it can do. While marketing can be a powerful tool when appropriately used, it is limited and cannot force anyone to buy, eat or do anything against their will. Misconceptions as to the power of marketing form the basis of a number of the arguments used by critics who see marketing as inappropriate for use by government which already wield significant power in the community. Unrealistic Expectations Third, many social marketing campaigns are of limited duration yet the expectations for success are unrealistically high. Social marketing campaigns look for 100% compliance (or market share). The aim of road safety campaigns is for everyone in a moving vehicle to wear a seat belt or for no-one driving a car to be over the 0.05 alcohol limit. One of the most successful companies in the world, Coca-Cola, dominates the US soft drink market with a combined market share from all its products and product variations of only 43%. 12 Dann & Dann Social Marketing Monograph 13 If less than half the population adopted a social marketing product such as road safety by either not speeding or wearing a seat belt or not drink driving (but not necessarily all three) after a over half a century of sustained high cost media advertising, the campaign would be considered a total failure. Social marketers and government marketers often set unrealistic goals for themselves by expecting a 3 month, low cost campaign to deliver close to 100% market share – something which no commercial company would even consider. Market Segmentation Fourth, market segmentation - dividing the overall population into smaller, targeted groups for special attention - can have negative political connotations. Whenever a government policy explicitly benefits a defined group in society, regardless of whether the policy is economically or socially motivated, the government is open to criticism that it is playing political favourites. Commercial marketing does not attempt to be all things to all people. Rather the basis of marketing is to recognise individual and small group differences and to customise marketing activities to best match the needs of these small groups. For those who are committed to serving "the public interest" the argument that serving sectional interests in the short term may result in the long term public interest, is often difficult to sell. This is particularly true when the beneficiaries of the policy are considered to be already socially advantaged. This occurs, for example, when economic incentives are offered to major businesses to relocate, an activity which results in an immediate financial benefit to the business but a sustained benefit to the community through increased employment. Limited involvement in the product development process Finally, as well as promotion, marketing is also intimately involved in the development of products based on the expressed desires of the marketing public. In the case of government the “product” is policy or a specific program. While marketing contributes indirectly to policy development via advice based on a combination of prior experience of the client base and formal market research, ultimately it is the role and duty of the political arm of government to take a leadership role in creating the policy “product”. 13 Dann & Dann Social Marketing Monograph 14 Application of Marketing in the Public Section Marketing’s role in the public sector is more appropriately directed at the development of suitable implementation strategies designed to maximise both effectiveness (getting the program to the target clients in the way that will best fulfil program objectives) and efficiency (reducing costs by developing highly targeted implementation strategies designed to minimise waste). Public sector marketers are normally presented with a pre-determined policy or program and then required to 'market' it. This is one of the major misconceptions regarding the process of marketing - that it is a a short term set of tactics which can be called in as a quick fix. Public sector marketers are often called in to 'market' a product or program when the public or media turn against a policy, or when the government needs to justify itself in the mind of the voting public. The use of marketing as a quick fix, or short term solution, limits the value the public sector can gain from marketing. Marketing personnel should be involved at all stages of the product development and deployment, rather than just being presented with a product and expected to perform a social change miracle with limited resources. Marketing in Government: A Summary Limited understanding of what marketing is often equates it with advertising and promotion. Marketing has developed a poor reputation as a result of the unethical behaviour of a minority and misconceptions as to the power of marketing for changing people’s behaviour Limited duration campaigns with low level funding are given unrealistic expectations and targets Use as a quick fix solution limits the value to be gained from marketing Key techniques such as market segmentation can have negative political connotations. Marketing’s role in the public sector is best suited to the development of suitable implementation strategies designed to maximise both effectiveness and efficiency 14 Dann & Dann Social Marketing Monograph 15 Social Marketing: Definition and Domain Social marketing is a defined subdiscipline of marketing. In the Australian context the majority of social marketing activity is undertaken by, or funded by, government agencies. While social marketing is an important part of government marketing, not all government marketing is social marketing and not all social marketing is undertaken by government. To clarify what is meant by "social marketing" the following section defines the term, the uses of social marketing and the limits of what constitutes social marketing. For those not familiar with marketing and social marketing terminology Appendix 1, provides a list of definitions of key terms. Definition Social marketing has had a range of definitions over the past thirty years, from the foundation definition in 1971 Social marketing is the design, implementation, and control of programs calculated to influence the acceptability of product planning, pricing, communication, distribution and marketing research. (Kotler and Zaltman, 1971) through to the definition used most widely and consistently which defines social marketing as: "the application of commercial marketing technologies to the analysis, planning, execution, and evaluation of programs designed to influence the voluntary behaviour of target audiences in order to improve their personal welfare and that of their society." (Andreasen, 1993) Due to the substantial differences in the environment within which social marketing operates, and the issues or causes which form the focus of campaigns, it is not possible to import commercial marketing practice wholesale into the social marketing environment. Consequently, social marketing involves the simultaneous adoption of marketing philosophy and the adaptation of marketing tools to develop programs which, in the eyes of the social marketer, will lead to socially beneficial outcomes. In essence, social marketing is the adaptation, rather than direct transference, of marketing tools and techniques for social change campaigns. 15 Dann & Dann Social Marketing Monograph 16 What social marketing is Social marketing is a part of the overall field of strategic marketing management, and draws its underpinning philosophy and core theoretical frameworks from the marketing discipline. It aims for voluntary behaviour change based on providing a superior alternative to a specific current behaviour. Social marketing does not coerce individuals into changing their behaviour. Instead, the new behaviour is 'sold' to target adopters as a preferable lifestyle choice. Change therefore is based on persuasion. As a result of being focused on individual voluntary change, the practice of social marketing is client, rather than expert driven. It is this emphasis on client driven solutions which is the key defining principle of social marketing. According to the Andreasen definition given above he aim of social marketing is “ to improve [their] personal welfare and that of their society”. Social marketing sees the role of the individual contributing to social change in two ways. First social change is conceptualised as the sum of individual change and second, each individual has an impact on those around them, Therefore individual change impacts at a social and societal level by ensuring that these impacts are positive. Expanding the ‘marketing’ aspect of social marketing As part of the overall marketing discipline, social marketing shares common traits with broader commercial marketing applications. These are: the adoption of the customer centric marketing philosophy which puts the needs of the client at the centre of organisational activities; market research based decision making and tracking of campaigns; segmentation of target audiences; the creation of mutually beneficial exchanges between the organisation and its client base; the use of all elements of the "marketing mix"; and careful attention to positioning the organisation’s "product" relative to its competition. 16 Dann & Dann Social Marketing Monograph 17 In the case of social marketing, the full set of tools developed to further the commercial interests of the firm are adapted to maximise the objectives of the social marketing agency. In commercial marketing, the desired outcomes are financially based and focus on profit. For social marketers, the bottom line is behavioural change. Social marketing focuses on finding out what target adopters know and how they feel about an issue before developing a campaign designed to modify their attitudes or behaviours. In order to reach the point of sustained behavioural change, the "product" offered by the social marketing needs to be communicated and positioned in such a way as to make it more attractive to the target market than their current behaviours, or any other behavioural alternative, including those which are equally as damaging. The introduction of random breath testing has had an overall impact of increased responsible driving behaviour with the initial incentive to change being the fear of losing the capacity to drive for a defined period. However there is a subset of former drink drivers who see the alternative of "drugged driving" as acceptable in that their intoxication won’t be picked up by standard breathalyser testing. By understanding the motivations of drink and drugged drivers, social marketing campaigns can supplement existing policies to maximise voluntary conformity. Examples of alternative behavioural products Initial Behaviour Positive Alternative Negative Alternative Drink driving Sober driving Drugged driving Overweight Increased exercise Take up smoking Stress Meditation Excess alcohol consumption The emphasis of social marketing is on understanding the motivations, current attitudes and behaviours of the target market, rather than applying an expert developed solution for the social problem. It is this focus on researching the needs, motivations and desires of the target market, and then using this data to form the development of programs to achieve socially beneficially outcomes through individual behavioural change that differentiates social marketing from competing alternative approaches to behavioural change. 17 Dann & Dann Social Marketing Monograph 18 What social marketing is not Social marketing is not the only approach used to encourage behavioural change amongst target groups. Governments may use alternative methods to social marketing to enforce changes in behaviour, with two of the more common approaches identified by Rothschild (1999) as education programs and legislative interventions. Social Marketing is not an education program Social marketers do not assume that people are rational. Education programs differ from social marketing in that they implicitly assume that, when presented with the relevant facts about an issue, individuals will make a rational decision to change their behaviour. In reality this approach does not work for a large number of people. As a result of in-school education programs few, if any adolescents, are unaware of the potential dangers associated with smoking yet each year thousands of teenagers take up the habit. Similarly speeding, drink driving and other road safety issues have not been resolved simply by educating the public as to the dangers. Whilst education may be part of the process of introducing behavioural change, it is not the whole of the process. Consequently, it is possible for an education campaign to be 100% effective in creating awareness and improving knowledge about an issue, yet result in an increase in the behaviour targeted for reduction. Education programs are primarily of value where there is a gap in the target markets' knowledge about an issue. An inappropriate use of an education campaign would be in the reinforcement of well established and accepted 'facts' about an issue without furthering the knowledge base of the target adopters. Social Marketing is not Legislative Intervention The second societal level approach adopted by governments to change behaviour is to pass legislation. While this is a very effective way of ensuring significant shifts in behaviour in a short time frame, it is not social marketing – even if the change is heavily advertised – in that the decision to change the behaviour is not voluntary. Rather it is a coercive approach which makes it outside of the domain of social marketing practice. 18 Dann & Dann Social Marketing Monograph 19 Upstream Marketing A new trend in social marketing practice which should be mentioned at this point is that of “upstream” social marketing. Traditionally social marketing has been directed “down stream” to the individuals whose would benefit from a change in behaviour. “Upstream” social marketing focuses the marketing activities at the policy makers and institutions that create the environments within which the behaviours take place. An example of upstream social marketing would be the targeting of legislators to place a ban on smoking in all entertainment venues rather than simply focus on trying to stop individuals smoking in recreational situations. Philosophically upstream social marketing activity still involves a degree of voluntary compliance, although on the part of the legislator rather than the user. Given the relatively new emphasis on the upstream approach, a full debate of the implications of the changing emphasis has not yet been possible. At this point a clear definition of upstream social marketing and how this differs from traditional lobbying activities or stakeholder management has not yet been developed however it is important to acknowledge this trend within the context of legislative intervention – often the outcome of a successful upstream campaign. Social Marketing and Other Socially Oriented Marketing Activities Donovan and Henley (2003) succinctly demonstrate in the following diagram how social marketing fits in with other marketing activities. 19 Dann & Dann Social Marketing Monograph 20 Overlap of Socially Orientated Marketing Activities Profit Marketing Cause Related Marketing Pro social Marketing Social Marketing Non-profit Marketing Corporate Philanthropy Briefly, each of the marketing activities highlighted above is defined as follows: Not for profit marketing: marketing activities used by not for profit organisations to achieve organisational goals which may or may not include behavioural change; Cause related marketing: occurs when a for profit organisation forms a partnership with a pro-social organisation such that sales of the commercial entity's products assist in promoting or funding the cause eg where a percentage of sales of a product is directed to a specific charity or cause such as cancer research; Pro-social marketing: refers to a commercial organisation promoting a cause that is directly related to its target audience eg condom manufacturer providing information on HIV transmission; Societal marketing: occurs when an organisation balances not only the needs of the organisation and its clients, but explicitly acts to be socially responsible in pursuit of its commercial goals, eg voluntary adoption of production methods which minimise harm to the environment; and Corporate philanthropy: adoption of causes by a commercial entity which have no direct relationship to sales or to the company’s target market. 20 Dann & Dann Social Marketing Monograph 21 There is considerable overlap between different elements of socially oriented marketing activity. It can be seen that social marketing activities can operate in conjunction with both profit oriented and not for profit organisations. However, not all not for profit marketing falls under the umbrella of social marketing. Similarly, while for profit organisations may become involved in pro-social marketing activities, the majority of marketing activities undertaken in the for profit sector do not fall within the boundaries of social marketing. Public sector marketing adds to the complexity in that the diversity of government activities means that different public sector entities can be involved with any or all of these sub sets of marketing. Government and socially orientated marketing activities While government is the main funding body and source of social marketing campaigns in Australia, it is important to remember that not all marketing by government is social marketing. Commercialised business units in government adopt profit oriented marketing approaches in their sale of services but at the same time may become involved in various prosocial activities, for example, through sponsorships. Further even in line departments with a strong social focus, social marketing is not always the appropriate marketing approach to use. Sometimes all that is needed is information dissemination, for example when a regulation changes. In this case, standard advertising or direct mail is more relevant and less costly than undertaking a fully blown social marketing campaign. Government funding of social marketing campaigns can be direct or indirect. Campaigns that are directly funded are any that are designed, developed and implemented by a government department or agency. An example of a directly funded campaign would be any Queensland Transport based road safety campaign. Indirect funding of campaigns occurs when a government agency provides a grant or other assistance to a third party organisation to develop or implement a social marketing program. An extension of the indirect funding model is the use of third parties to assist in the implementation of government funded initiatives. One good example of this is the AFL Kickstart program which is funded from a range of government and non government sources and which operates in the indigenous communities of the Northern Territory, Western Australia and North Queensland. 21 Dann & Dann Social Marketing Monograph 22 Definition and Domain: A Summary Social marketing requires the adaptation of commercial marketing techniques and tools, and the adoption of the marketing philosophy Social marketing is not an education campaign or legislative change. Not all public sector marketing is social marketing There is a considerable overlap between social marketing, not for profit marketing, profit marketing, pro-social marketing, cause marketing and other forms of marketing. Social marketing can coexist with other forms of social change agendas 22 Dann & Dann Social Marketing Monograph 23 Differences between Social and Commercial Marketing Social marketing draws its framework from the standard strategic marketing frameworks employed by business however there are a number of key differences in the application of marketing tools and techniques in social marketing. These are summarised in Table 1. Table 1 Differences between social and commercial marketers Social Marketers Commercial Marketers Want to do good Want to make money Funded by taxes and donations Funded by investments Publicly accountable Privately accountable Performance hard to measure Performance easily measured in profit, market share Long term behavioural goal Short term behavioural goal Often targets controversial behaviours Typically targets non-controversial behaviours, may elect to target controversial products Often choose high-risk, hard to reach Choose most accessible low risk target targets Risk-averse management Risk-accepting management Participative decision marketing Hierarchical decision making Relationships based on trust Relationships based on competition Decisions influenced by political Decisions made on Return on Investment imperatives or profit imperative Frequent elections (3 – 5 year cycles) Relatively infrequent managerial shifts (adapted from Andreasen, A (2000), Ethics in Social Marketing, Georgetown University Press) 23 Dann & Dann Social Marketing Monograph 24 Components of Successful Social Marketing The contemporary success of social marketing depends on numerous factors, both inside and outside of the control of the social marketer. In this section, the emphasis is on the factors that can be controlled, adjusted or applied by social marketing practitioners. To this end, the section examines: the application and adaptation of commercial marketing the three levels of social marketing the social marketing mix issues in the successful implementation of social marketing, and the five forces model of social marketing. Application and Adaptation of Commercial Marketing Marketing in the commercial field is perceived as an extremely powerful tool. In fact, critics of marketing often ascribe power to the marketing process that goes well beyond what it can realistically achieve. For example, the marketing of fast foods is being seen as a major contributing factor to the current problem of childhood obesity with calls in some quarters to ban advertising of junk food to children. Yet the same activists advocating such a ban in response to the perceived power of commercial advertising do not seem to have the same faith in the method when it comes to changing behaviours. The 7 serves of fruit and vegetables a day campaign is not considered strong enough to counteract pizza, hamburger or chocolate advertising. When harnessing the power of marketing to bring about individual behavioural change in the public interest it is important to assess marketing holistically. It is not enough to pick and choose elements of marketing and then expect the same level of success as a commercial marketer who takes an integrated approach to researching the consumer and their needs, wants and motivations and then develops a series of clearly targeted messages and appeals based on quality segmentation of the market. 24 Dann & Dann Social Marketing Monograph 25 The Three Levels of Social Marketing Marketing grew out of the capitalist environment and is grounded in the liberal, individualistic philosophy. Under this philosophical framework the needs and actions of the individual are the focus of both the commercial and non commercial application of the discipline. At the conceptual level, marketing exists as three levels of abstraction, which are: The marketing philosophy Marketing strategy Tactical implementation of marketing techniques As a subset of marketing, social marketing is also conceptualised at these three levels. Social Marketing Philosophy The underpinning philosophy of social marketing is that social change is best brought about through persuading the individual to change their current behaviour to a new behaviour with a superior social outcome. The emphasis of the social marketing philosophy on individualism is further supported by the core philosophical acceptance that the individual must want to choose this change in behaviour because the new behaviour is demonstrably superior to their alternative choices. Whilst the state may display a maternalistic/paternalistic role in demonstrating and promoting "socially superior lifestyle choices" (eg non smoking over smoking, equity over discrimination), the philosophy allows for social marketing to "accept the right of the consumers to be as banal or wise as they want to be" (Smith, 2002). The philosophy of social marketing is in accordance with political orientations that seek self determination, individual freedom, and self regulation (both of business and personal activities). This philosophy is in direct conflict with political values that support collective belief, or which exhibit strong paternalistic government behaviours whereby the individual's life is more strictly regulated. To this extent social marketing differs from other approaches to social change in that it conceptualises social change as being the sum of voluntary individual behavioural change. Thus social change philosophies which operate at a societal level are largely incompatible with the social marketing approach. 25 Dann & Dann Social Marketing Monograph 26 Social marketing does not suit all forms of behaviour change. Behaviours which are regarded as a necessary or mandatory aspect of society are best addressed through law reform, backed with education to explain the new laws. Whilst social marketing may accept that the consumer can choose freely to not comply to their suggestions, violent anti-social behaviours such as assaults and murders are best implemented under a less laissez-faire legal structure. Social Marketing Strategy Successful social marketing campaigns are based on the application of a strategic approach to address a social problem with the resources available to implement the campaign. The strategic level is where social marketing needs to implement decisions regarding core marketing practices such as market segmentation, positioning, targeting, information gathering, database development and product development. It is this level of social marketing where the first point of potential conflict between the role of government and the mechanics of marketing practice will take place. Issues of Segmentation and Targeting In commercial marketing, the decision to focus the resources of an organisation on a particular market segment is a standard method of business practice. In government, establishing an exclusive focus on a specific target market is often met with considerable criticism or accusations of bias, cronyism or politicisation. Where a target market is geographically defined, accusation of political bias, particularly during election years, may result in sub optimal social marketing strategies being developed. While in the private sector segmentation is used to find the easiest to access and most responsive groups in the market, public sector based social marketing is often directed at hard to access groups who are most resistant to change. The private sector will serve those who deliver a profit while the public sector is expected to act in the public interest and pick up the remaining population. Consequently it is not surprising that government sponsored marketing initiatives are often less 'successful' than their private sector counterparts. The private sector filters 26 Dann & Dann Social Marketing Monograph 27 out a large proportion of potential clients or adopters if they are unlikely to conform to the campaign’s message and only focus those who are likely to add to the success of the program. Similar problems arise when adapting marketing strategies, such as market research, into government programs. Whilst commercial marketing is expected to examine the needs of the market, and is grudgingly permitted to develop databases of frequent users, government programs which engage in similar data collection, storage and analysis can be criticised as being part of a 'Big Brother' style surveillance program. Political Pressures and Community Service Obligations The final problematic aspect of the strategic level of social marketing is that it is more vulnerable to political pressures and public interference than private sector marketing. Social marketing strategies regarding distribution and product development may be subjected to more stringent tendering systems, or the requirement to use local suppliers in preference to best price or most capable providers. Government authorities may be expected to provide products and services in conjunction with a social marketing campaign that will be very expensive and represent a large financial cost to the organisation in the name of the public interest. Pricing can also be limited by political imperatives whereby the government may require equity of access to social marketing products regardless of the cost of provision to geographic locations or capacity to pay. Conflicts of individualism and collectivism The strategic level of social marketing practice brings the conflict between the philosophy of marketing (individualism) and the philosophy of government (collectivism) into concrete areas of dispute – should the government support a program which can be targeted for maximum benefit to a small number? Or should they support a strategy whereby more people are reached, but with each receiving a reduced benefit? 27 Dann & Dann Social Marketing Monograph 28 Resolving the confliction between individual good and societal good In order to develop a successful social marketing campaign, the government agency will need to address the conflict between role of government (provider to all of the people) and the role of the campaign (provision to a target market) by demonstrating that the provision of this campaign (social product) to this specific market has an overall benefit to the whole of the community. For example, targeting high risk drug use behaviour amongst adolescent females can be demonstrated to have wider social benefit (reduced prospect of criminal behaviour from the target market, reduced demand for health services) as well as individual benefit (less likely to need medical treatment for avoidable drug related illness, reduced risk of unplanned pregnancy). Tactical Implementation of Social Marketing The tactical implementation of social marketing is the most visible aspect, and consequently, the most likely level to be raised in the media or in parliament. The tactical level of social marketing refers to the application of the mechanisms, tools and techniques of marketing to implement the marketing strategy, and to deliver the social marketing product to the 'best' target market at the 'best' social price, and the 'best' time within the constraints of the program's budgets. The high visibility of the tactical level of marketing often provides technical challenges for government driven social marketing campaigns in terms of defending their budget allocations. One of the most common issues raised in regards to social marketing campaigns is the allocation of funds to promotional activities (eg advertising) ahead of using the funds for service or product provision (eg clinics). The key consideration for the social marketing practitioner is to justify and defend their budget allocations on the basis of efficiency and effectiveness of the promotional materials combined with the service provision, rather than just immediately abandoning the higher profile aspects of the campaign to avoid criticism in the media. 28 Dann & Dann Social Marketing Monograph 29 Tactical elements of social marketing include: market research social products pricing any form of advertising or promotional activity the roles of contact staff, sales people, and those involved in the delivery of social services distribution, and non marketing communications such as lobbying, policy statements, legislative change, and government regulations. The Social Marketing Mix The marketing mix is the core framework of marketing management that has been adopted across all areas of marketing practice. The mix represents those elements of marketing management that are able to be controlled and manipulated by marketing managers to ensure the maximum appeal of their campaign. The difficulty for social marketing is that it involves intangible products, often supported by other institutions, which differ significantly from the services or physical goods of commercial marketing. Consequently is not possible to simply transfer the commercial marketing mix to the social sector without making conceptual modifications to the strategies, and practical modifications to the tactics of the mix. The following section will examine the seven elements of the social marketing mix. Product Product is the first element of the marketing mix. Unlike the popular conception of a product as a physical “thing” product in the marketing sense is more broadly defined as being the “bundle of benefits” that the marketer offers to the market for exchange. Products can, therefore, be objects, services, ideas and behaviours. In social marketing the term product refers to the "bundle of benefits" that form the basis of the campaign, and which marketers are hoping that their target markets will adopt. The ultimate product of any social marketing campaign is a change in 29 Dann & Dann Social Marketing Monograph 30 behaviour. However, in order to achieve this change, a series of facilitating products are usually involved which can include physical goods or services. Social marketing product can consist of ideas, practices and in some cases, tangible objects, or a combination of all three. The following diagram outlines the key elements of the total social marketing product: Components of the Social Product (Kotler, P. and Roberto, E. (1989) Social Marketing: Strategies for Changing Public Behaviour) Ideas The first step in a social change campaign is convincing the targeted individual that the behavioural change being recommended is worth adopting. To do this, existing ideas about the issue need to be addressed so that the person moves from being either having no fixed attitude (apathy) or a negative attitude (active opposition) to the proposed change to being persuaded that it is a good idea (positive support). Behavioural change is the ultimate bottom line of any social marketing campaign. However attitudinal change is often a pre-requisite to behavioural change. In the early stages of a social marketing program the emphasis may be on the idea product even though the ultimate product is behaviour. 30 Dann & Dann Social Marketing Monograph 31 Ideas management is both a pre-condition and a product of social marketing. To effectively manage ideas, however, it is necessary to understand and target the right element of the idea product which itself is divided into three elements: Belief – a belief is what the target market believes to be true about an issue. Where beliefs amongst the target market are inaccurate, it is not unusual to set the initial focus of the campaign around an education campaign designed to modify beliefs as a pre-requisite for behaviour change. Attitude – refers to what the target market feels towards an issue irrespective of what they know to be true. Attitudes are therefore more emotionally based than beliefs Value – values are more deep seated than either beliefs or attitudes and refer to overall ideas as to what is right and what is wrong. Consequently they are the hardest element of the ideas product to change. Beliefs, Attitudes and Values in Skin Cancer Prevention The image of the “sun bronzed Aussie” as a pinnacle of health has remained in the mindsets of the public, even after decades of skin cancer awareness campaigns. In addressing the skin cancer prevention, social marketers must deal with the beliefs, attitudes and values of the public. Samples of these are illustrated below. Belief - Pale skin is a sign of poor health while tanned skin is a sign of good health rather than skin damage. Attitude - Tanned skin is more attractive than pale skin. Hence even if the market is aware that sun tans are a sign of skin damage, this knowledge is not enough to change behaviour. Value - An active outdoors lifestyle is the epitome of healthy, family living. Sunburn is an unfortunate but inevitable outcome of living this highly valued lifestyle. In order to reduce skin cancer incidence, campaigns must alter the belief that pale skin is a sign of poor health, and reduce the desirability of tanned skin as an indicator of health, wealth and status. 31 Dann & Dann Social Marketing Monograph 32 Practice Behavioural change is the ultimate goal of any social marketing campaign and is therefore the true product of the campaign. It consists of two types of practice: Act: which is a social product that requires a single act to achieve the social outcomes being promoted, for example, presenting a child for immunisation. Behaviour: which refers to ongoing and sustained changes to an individual’s activities such as modifying diet to include 5 servings of fruit and vegetables a day or taking 30 minutes exercise three times a week, consistently over a sustained time period. Behaviours are more difficult to 'sell' than acts in that they require ongoing reinforcement and motivation as well as a change in lifestyle. Tangible products The primary product of any social marketing is never a physical product. However, to achieve the behavioural outcomes of a campaign, physical goods are sometimes required as facilitating products. For example sunscreen is one physical product which facilitates sun safe practices. However, the central product of the campaign is the behaviour of minimising skin damage through sun exposure where the sunscreen is one of many methods of achieving the desire outcome. Safe Sex Effective safe sex campaigns rely on an integrated adoption of all levels of the social marketing product. At the idea level, target adopters need to believe that they are at risk and that safe sex practices such as the use of condoms will reduce infection. Second, as a precondition to sustained behaviour rather than occasional use (adoption of the positive behaviour), the target market must see the use of condoms as a positive practice rather than focussing on negative attributes. On a practical level, as the physical product required to facilitate safe sex practices, condoms, must be readily available and affordable for the target market. 32 Dann & Dann Social Marketing Monograph 33 Price Price is the second element of the marketing mix which requires significant modification on a conceptual and practical level to fit into the social marketing framework. Many proponents of social marketing campaigns take a narrow view of pricing as consisting of only financial considerations and consequently believe that their products are free. For example, there are a number of health screening services available to specific target markets which do not attract a direct financial fee. From the adopters perspective, however, price however consists of more than the financial elements involved in the purchase and use of the product in social marketing. Broader marketing theory defines price as "what a person gives up to use or own a product". Social price is the sum of all the different costs that a person incurs to adopt a new behaviour. This may include a financial element however the main focus is usually more related to psychological and lifestyle issues. Joyce and Morris (in Fine, 1990) outline three basic types of social price: Psychic costs: the mental cost of having to change an attitude or behaviour. The more a person is involved in the previous behaviour (eg cultural belief in the appropriateness of the activity), the higher the psychic cost to change that attitude or behaviour. Time Costs: the amount of time required to undertake a behaviour – for example, travelling by public transport has a relatively high time cost compared to driving a private car. Energy costs: the amount of effort required to undertake the behaviour – for example, whilst regular exercise is seen as having a high energy cost (it requires considerable sustained effort), sorting recyclable and non recyclable garbage into two bins is seen as low energy cost. The role of social marketing with respect to price is to minimise perceived costs of the positive behaviour (thereby decreasing the price) while increasing the perceived costs of not changing. 33 Dann & Dann Social Marketing Monograph 34 "Free" Breast Screening "Free" breast screening services offered nationwide by health departments incur a number of non financial costs. These include the time taken for examination, travel costs incurred to get to the screening venue as well as the psychological costs such as the fear of discovering a malignant lump and the potential embarrassment felt during the process of examination. Promotion Promotion is only one element of an integrated marketing strategy despite being the most visible element of the marketing mix. Promotion refers to any communication that occurs between the originator of the program and the public. Communications can be conducted either on a mass scale, reaching a large audience with a single message or on a personal, one to one basis. For a campaign to be considered social marketing, rather than social advertising, the program needs to adopt the client centred focus of marketing along with the full marketing mix, and other strategic marketing tools. For example, a health promotion program with extensive advertising and other communications is not necessarily a social marketing program, unless it addresses the other areas of the marketing mix and adopts the client focussed marketing philosophy, as opposed to an expert driven, top down approach “telling” the market what it “should” do. Just as there is a marketing mix, there is also a promotional mix which includes the following elements: Advertising Publicity Personal selling Internet Direct mail Points of sale Help lines 34 Dann & Dann Social Marketing Monograph 35 Advertising Advertising is the best known of the marketing communications methods. It is characterised by its ability to reach large numbers of people with a single message, either through electronic or print media. It is a paid form of communication, giving the marketer total control over the message and placement of the advertisement. By virtue of being a paid statement, it has less credibility in the market place and also has the disadvantage of incurring significant up front costs. Despite these financial costs, advertising is generally the most cost effective method on a per person reached basis and is therefore very suitable for whole of population campaigns. Publicity Publicity defined as a single message, mass method of communication. Unlike advertising, however, it is not paid for by the marketer. This can and does reduces control over both the content and placement of the message. The trade off between publicity and the control of advertising is that publicity is considered a more credible form of communication as it is distributed through a third party, usually the media. Personal selling Personal selling is a one on few communication methods whereby a marketer or sales person directly speaks with target market members. Personal selling has the advantage of being a two way communication process which allows the marketer to modify the message to suit the audience and to field questions on the spot if something is not clear. Personal selling is more expensive on a per person reached basis however, when using volunteers and partners for personal selling, it can be an effective way of spreading social messages. It is used, for example, in presentations to schools and community groups and is particularly suited to complex messages which require detailed explanations or demonstrations. 35 Dann & Dann Social Marketing Monograph 36 Web based promotion The internet provides marketers with a unique ability to simultaneously engage in the mass communication of a single message with the option of creating a unique personal interaction. Each visitor to a website will read different levels of information according to their needs, thereby customising the message and, if necessary, make personal contact via email for further information not otherwise available. Direct Marketing, Brochures and Pamphlets: Where an issue has a clearly defined target market which is known and relatively easy to access, direct marketing whether by email or traditional mail, is an effective way of getting information to potential adopters. Direct marketing is usually accompanied by some form of print material such as pamphlets or brochures which add to persuasive or reminder messages. For example, the National Pap Smear Register provides a database from which reminder letters can be sent to women throughout Australia when they are due for routine screening for cervical cancer. Point of 'Sale' Doctors’ surgeries, sports clubs and other venues where social marketing campaigns are implemented provide a common meeting ground for the distribution of "point of sale" materials. Again the most common materials distributed this way are brochures, posters and information booklets although messages have been distributed via less traditional media such as on printed beer mats. Help Lines Many campaigns now include a help line facility which is promoted via mass communication methods such as advertising but which allow for personalised one on one communications. Examples of this approach include the Kids Help Line, the QUIT Help Line and the Domestic Violence Help Line. The incorporation of a help line as part of a campaign provides potential adopters with a low risk initial act to help start them on the process of behavioural change. 36 Dann & Dann Social Marketing Monograph 37 Place Because social products are intangible and often conceptual, the role of place – or distribution – is problematic. The distribution of ideas is often merged with promotion, and regarded as an aspect of the promotional mix. However, where the main social product is an idea, the movement of that idea to the market has to be examined in the marketing mix. In social marketing, place is traditionally the most neglected element of the marketing mix. Yet without an effective distribution channel to facilitate behavioural change, campaigns are unlikely to succeed. The distribution of the facilitating tangible products needed to effectively adopt a new behaviour is fundamentally the same as any form of commercial product distribution. Subtle differences arise primarily in the type of outlet where the product can be purchased, or obtained. Social campaigns usually have a stronger emphasis on supply through government agencies, schools, pharmacies and health clinics. For example, with the advent of HIV/AIDS the distribution channels for condoms were rapidly expanded to include vending machines, supermarkets and service stations so that access and availability were significantly increased. For idea products, distribution channels such as the media are often the same as used in promotion. One of the convenient aspects of an ideas based campaign is that the idea can be spread in a promotional campaign without requiring a separate distribution concept. Also, ideas are socially communicated, and can easily be passed on by word of mouth with no direct funding on the part of the sponsoring agency. In addition to traditional communications media, there is a strong emphasis in social marketing distribution on the 'selling' role of professionals and volunteers, particularly in the health sector. The role of distribution channels in social marketing focuses on facilitating behavioural change. Typically social marketers do not own the channels of distribution - instead the role of social marketing is to maximise the use of existing channels to assist in the delivery of different elements of the social marketing product. Effective social marketing therefore relies on quality relationships with partners and intermediaries both in the public and private sectors. 37 Dann & Dann Social Marketing Monograph 38 The Extended Marketing Mix The next three elements of the marketing mix are derived from the extended services marketing mix. Given the strong reliance that many social marketing programs have on service delivery, it is appropriate to include these as elements of the social marketing mix. People The first and most commonly accepted addition to the traditional marketing mix is people. Services are performed by people and so the performance and attitude of the individuals involved in delivering the service is critical in the perception of the quality of that service on the part of the client. Many social marketing programs require an element of personal service via the use of health professionals or counsellors. To be incorporated into an effective social marketing program, those people who directly interact with the target market must be fully trained in, and be committed to, the objectives of the campaign. Services are also, at times, personified by the contact staff. For example, most people talk about going to “the doctor” or “the dentist”, and have a specific person in mind, not to a medical professional. In commercial services marketing the use of an individual as the “face” of the company is common. Celebrity endorsements of social campaigns work on this principle by providing a known and respected person to bring focus to the campaign and its message. The Role of People in the Promotion of The Public Trustee The Public Trustee of Queensland presented an interesting opportunity for social marketing. Unlike most government agencies, such as the Department of Energy or Housing, the position of the Public Trustee is occupied by a single person, and as such, the operations of the organisation can be personified for a marketing campaign. In 2004, the Public Trustee Greg Klein appeared in a series of radio advertisements designed to explain the purpose and role of the office of the Public Trustee, and the importance of the product range offered by his department. By giving a human voice to the department, it created a stronger case for the products by the use of the “celebrity” endorsement of the Public Trustee. 38 Dann & Dann Social Marketing Monograph 39 Processes Consistency of delivery is a key to ensuring that the messages and services received by clients are the same irrespective of who delivers the message and who receives it. Consistency is also the most important variable that individuals use to judge service quality. By developing easily communicated, consistent processes for service delivery, staff and volunteers are able to assist clients in the process of behavioural change. Where a change in behaviour is focused primarily on individually motivated and monitored activity, a clear staged process is important to guide adopters from the initial change attempt through to the final incorporation of the behaviour in their day to day activities. For example a 5 step program to improving diet, which starts off with minor modifications which are gradually built upon, allows individuals to take control and work through change at their own pace. Physical Evidence To help potential clients identify and make judgements about the services which support a social marketing campaign some type of physical evidence is needed. This can come in many forms including branded rewards, such as T shirts given to participants in a program. Alternatively, the appearance of service facilities such as a clinic can be used to portray a message about the service. The décor for a family clinic for example could be designed as being brighter and more attractive to children compared to an adult facility where the focus may be more on the perceived quality of the medical environment. Finally, consistent branding across the project to identify it with a particular campaign assists as demonstrable physical evidence of the social change idea. The long running Life Be In It campaign, for example, used the same characters and symbolism to represent a range of activities all designed to improve physical activity amongst the population. 39 Dann & Dann Social Marketing Monograph 40 As stated previously, the marketing mix represents the controllable internal elements of marketing management. In addition to the marketing mix, a number of other factors contribute to the effectiveness of social marketing campaigns. A number of these influences are outside of the direct control of the marketing manager and can as include the potential adopter of new behaviours and the environments in which the marketing campaign is implemented. Components of Successful Social Marketing – A Summary Marketing consists of three levels of philosophy, strategy and tactics. Using adhoc elements of the marketing mix, marketing strategies and tactics will not result in the level of success than can be attained from a holistic approach to marketing The marketing mix consists of price, product, promotion, place, people, process and physical evidence. Each element of the marketing mix consists of sub components for example, price consists of both financial and non financial costs. Advertising is a subset of promotion, which in turn is a subset of the marketing mix, and as such, should be considered as one element of a total promotional mix, rather than the totality of a social marketing campaign 40 Dann & Dann Social Marketing Monograph 41 Concepts of Social Change Campaigning Social marketing has a strong pedigree in both academic and practitioner spheres. As a consequence, it is worth examining the some of the theoretical models of the social marketing process to demonstrate how these core principles can be applied to government social marketing campaigns. Five Forces Model Weibe (1951) identified five elements that influence the likelihood of success of a social marketing campaign. These are as follows: the force the direction the mechanism adequacy and compatibility distance. The Force Force is the intensity of the person's motivation towards the (social) goal as a combination of [their] predisposition prior to the message and the stimulation of the message. Force is both the pre-existing demand in the community and the individual's existing desire to comply with the new behaviours proposed by the social change campaign. From a social marketing perspective, this is the baseline for the social marketing campaign, and as such, it exists prior to the intervention proposed by the social change message. For a social marketing campaign to be successful, force needs to be understood, researched and used to shape the campaign. This usually requires marketing research, either the analysis of secondary data such as public opinion polls, media coverage or through limited primary data collection. The key value of understanding force is that it allows the campaign to be shaped to either create or reduce the 'force' . Where the force is supporting change, it can be enhanced by demonstrating the value of the 41 Dann & Dann Social Marketing Monograph 42 social change idea and raising demand for the change behaviour. Campaign can focus on drawing on the pre-existing motivations with 'how-to' messages demonstrating the alternative behaviours. Where there is opposition, the messages can be tailored to reduce the level of the force of opposition, and to persuade the targets either to inaction (where the current activity is a negative behaviour) or to a positive alternative attitude (creating force as a precondition for change). The Direction. Knowledge how or where the person might go to consummate their motivation Direction exists in two forms – pre-existing knowledge, and knowledge provided by the social change campaign. For the majority of social change campaigns, the emphasis in direction is to explain to a motivated person how they can act on their motivation. For example, whilst a person may be in favour of blood donation, unless they know where to go to donate blood, they can't convert their motivation (Force) into a specific behaviour (Direction). At a more complicated level, motivations for social change such as anti-discrimination may tap into existing support, however, unless information exists as to how the individual can act in a non-discriminatory manner, the negative behaviours may persist. Direction is closely associated with social promotion and education programs. The Mechanism. The existence of an agency that enables the person to translate [their] motivation into action. Mechanism is the actual behaviour required to be performed by the individual in order to have acted on the social change idea. It can occasionally be mistaken for the existence of an organisation that controls the change campaign. For example, the recycling campaigns where end users separate their garbage into recyclable and non recyclable items requires two garbage bins (and two collections) as the mechanism for social change. Whilst the individual could feel positively inclined to recycle, they would be unable to act on this inclination unless the garbage collection mechanism was in place. Mechanism is associated with the whole of the social marketing mix. 42 Dann & Dann Social Marketing Monograph 43 Adequacy and Compatibility. The ability and effectiveness of the agency in performing its task [of translating motivation into action] These twin aspects represent the ability of the social marketing campaign to deliver the promised benefits in exchange for the changed behaviour. In order to be successful in this regard, the campaign must have a demonstrable link between the action the individual is undertaking and the outcome the campaign is promising. For example, a children's hospital charity drive will often be able to demonstrate the physical object that was purchased with the campaign funds. In contrast, if the campaign can not demonstrate a link between the act (recycling waste water for gardens) and the desired outcome (lower water usage) in that the consumer's use of recycled water doesn't apparently impact on the water restrictions (continued limits), the campaign is likely to face problems in encouraging continued behavioural change. Adequacy and compatibility are associated with product and physical evidence Distance. The [person's] estimate of the energy and cost required to consummate the motivation in relation to the reward Distance represents the gap between the target individual's current behaviour (smoking), the social marketer's desired behaviour (not smoking), and the effort required to move from one to the other (withdrawal). It is the point where the rewards (or promise of reward) must exceed the benefits the individual currently experiences from their behaviour. The important factor in assessing distance is that it is the estimate of the individual being asked to change that determines whether the social price is too high. Many social marketers become sufficiently involved in their products and causes that they can see 'inherent benefits' in the behaviour that may not be as obvious to the target market. Distance is most closely associated with social price and social product 43 Dann & Dann Social Marketing Monograph 44 Environment Factors and External Considerations To this point the discussion has focussed primarily on the elements of social marketing campaigns which can be controlled by the social marketer. However, all marketing is subject to the reactions and influences of the environments in which it is implemented. Unlike the marketing strategy and marketing mix which can be designed and controlled by the marketing manager or originating organisation, marketing environments and other external forces can only be monitored and responded to. There are two key environments in which marketing operates – the micro environment and the macro environment. Each of these is in turn subdivided into a number of elements, the key ones of which are outlined in the following sections. Micro Environment The micro environment consists of all of those forces close the marketer and organisation which impact on the effectiveness of the marketing program. Key elements in the micro environment include: organisational culture; lobby groups; media; and general public. Organisation Culture Marketing is not universally accepted as a key element of organisational success. For profit firms as well as not for profit and government organisations have a variety of business models and organisational philosophies to choose from, of which the marketing orientation is only one. Consequently the first major ‘external’ influence that impacts on the marketing teams’ ability to do their job is the status and positioning of marketing within the organisation. Perceptions regarding the role and importance of marketing within the organisational structure will impact on fundamental issues such as resource allocation, internal support for marketing initiatives and the extent to which all staff adopt a client 44 Dann & Dann Social Marketing Monograph 45 focussed approach to doing business. Marketing in the government context is often seen as a quick fix. Where this is the case elements of promotion are used simply to communicate and 'sell' a pre-existing policy rather than fully contribute to the overall design of the content and delivery of the associated programs. Lobby Groups Lobby groups refer to organised groups external to the organisation who have an interest in the success, or otherwise, of the marketing campaign. In the case of social marketing, lobby groups vary from highly developed, established organisations such as the AMA, QCOSS or trade unions through to loose coalitions of interested individuals who have come together for a single purpose such as to draw attention to a particular environmental or health issue. Lobby groups can be either a positive or negative force for the implementation of social marketing programs. For many issues, lobby groups can be incorporated into the social marketing process at both the planning stage – through consultation about the issue – and during implementation. Lobby groups often provide a sustainable distribution channel to deliver messages into the affected sections of the community. Where lobby groups raise an issue which is either not addressed, or addressed in a way that they consider inappropriate, there is a risk is that the group’s activities will systematically undermine the effectiveness of policy implementation. Media The media plays a critical role in any modern democratic society. In terms of social marketing, the media's role as both a shaper and reflector of public opinion means the support of the media is essential. Unfortunately, government spending on advertising is an easy target for journalists. Without adequate pre-campaign briefing, the misleading story of equating $1 million on advertising spending in one area of government with a decline in services in a specific region or for a specific disadvantaged group is an easy story. 45 Dann & Dann Social Marketing Monograph 46 The majority of marketing and social marketing activities undertaken by government agencies do not involve high spend media advertising. However, when high spending advertising campaigns are run, they are usually delivered through the same media vehicles that often criticise the government for 'wasting' money on advertising. Working in partnership with the media and ensuring ongoing briefings from the inception and throughout the development of a campaign will minimise, although never fully prevent, media criticism of government marketing activities. General Public Ultimately the general public are both the final customers and bosses of government. The electoral process ensures that every citizen has an equal right to determine the future of the government and its individual members every three years. While the general public exert an influence on private sector operators, their influence is more decisive and direct on government. To maintain power, governments need the overall support of the general public, which in part, depends on how well the government's policies and programs are received. While marketing has a clear role to play in ensuring quality programs and the acceptance of public policy, there is always a genuine concern that public money used in such activities is being use for party political rather than public interest purposes. This is a difficult and genuine issue for governments using marketing – a balance needs to be struck between effective policy for the public good and the perception by the public of party political benefits. Even if the public has benefited from a policy and its marketing, if the process is perceived as politicised, the outcomes can be a negative vote at the next election. Macro Environment The macro environments which impact on the development and implementation of social marketing activities include: social environment economic environment technological environment legal environment, and competitive environment. 46 Dann & Dann Social Marketing Monograph 47 The difference between the micro and macro environments is that while the micro environments are those forces close to the organisation which directly and immediately impact on the organisations' marketing activities, the macro environments represent the wider society in which the organisation operates. Consequently changes in these environments tend to be more substantial involving long term, sustainable trends. Social environment The social environment consists of all those forces which impact on the way in which people live in a society. Included in the social environment are factors such as the changing demographic structure of society, trends in the way in which people live such as the increase in single person households, delayed marriage and child bearing and the trend towards inner city living as well as cultural factors such as immigration, religious beliefs and changing educational and lifestyle expectations. Many social marketing issues arise out of the social environment. For example, changing family structures mean that attitudes towards the concept of family may need to be modified. One trend in the social environment which it is anticipated will have a profound influence on a range of behaviours from attitude change through to personal financial planning and modifying health behaviours is the aging of the population. Department of Communities - Queensland 2020: A State for All Ages In April 2004, the Queensland Government undertook a public consultation exercise to receive community feedback as to how best to establish future policy regarding the aging of the population. As part of the preparations for the dealing with an aging population, the Department of Communities has engaged in understanding how the aging population will impact on Queensland society. As part of this process, the Department has undertaking research into the impact of ‘ageism’ in the media portrayal of older people, and in the broader societal attitudes. 47 Dann & Dann Social Marketing Monograph 48 Technological Environment The technological environment refers to the application of science to develop new ways of doing things. Changes in the technological environment can have a wide ranging impact on social marketing in terms of both the management of social marketing, and the content or focus of social marketing activities. The technological advancements which currently impact most significantly on social marketing are those related to communications technology. The rapid adoption and acceptance of the internet as a source of information and means of communication strongly influences how information relating to social marketing issues is distributed. Official websites for social marketing campaigns both distribute information and allow target adopters to interact directly with those responsible for campaigns. The inclusion of on line support communities means that the problems of distance experienced by rural adopters are reduced. As the variety of communication methods continues to expand, social marketers need to be more imaginative in getting their message to the target market. The decline in the importance of commercial free to air television advertising as a source of credible information amongst young adults means that social marketers need to become more innovative in their use of emerging communications media such as SMS or develop more experiential marketing activities where the message of the campaign is integrated into some other entertainment activity, eg. the use of message placement in story lines of television shows and movies. Legal Environment As is the case for all marketers, there are a number of legal restrictions that social marketers must take into consideration in the creation of any campaign. Given the sensitive nature of many of the topics that fall within the domain of social marketing, legal restrictions may impede the effective development and implementation of communications and distribution strategies. For example, needle exchange programs initially ran into problems due to technical breaches of the Drugs Misuse Act. Messages involving sex related social marketing issues, whether they related to 48 Dann & Dann Social Marketing Monograph 49 pregnancy or disease, need to be carefully crafted to ensure that appropriate and relevant materials are developed while at the same time being mindful of the content in light of target markets that may be in the early to mid teens. Government based social marketers are in an unusual position in that they are ideally placed to influence the legal environment through direct access to relevant ministers. Changes in restrictive legislation, or modifications to specific acts, are possible to avoid technical breaches or to draw attention to anomalies whereby the implementation of a program in one ministerial portfolio may contravene legislation which emanates from a totally different portfolio. To this extent government based social marketers are in a relatively stronger position to effectively lobby when compared to their private sector equivalents. They are both the originators of social marketing campaigns while being the target of upstream social marketing campaigns on the part of external groups. Competitive Environment Although commercial interests are often intimately involved, competition in social marketing is very different to competition in commercial marketing. The social marketing product is conceptual, therefore the competition is not as clear cut as it is in the case of relatively simple tangible products. Since the ultimate aim of social marketing is behavioural change, the competing product is also a behaviour – whether it is an existing behaviour or an alternative, less beneficial behaviour. Again while physical products may facilitate the behaviour that social marketers are trying to change, the physical product and the commercial businesses which produce them are not the competition. 49 Dann & Dann Social Marketing Monograph 50 Social Competition in the Obesity Fight Taking the current issue of childhood and teenage obesity as an example, the social product which is the focus of the campaigns is a complex lifestyle modification involving changes to the composition and amount of food consumed combined with increased physical activity. The competing product is a combination of high fat, high calorie, processed foods; low levels of knowledge regarding nutrition; attitudes towards obesity; and a sedentary lifestyle. While the facilitating products of the competing lifestyle may be sold by companies such as McDonalds, Pizza Hut or Cadbury’s, these companies are not the competition in the same way that McDonalds is a direct competitor of Pizza Hut. Recent changes to the menus of many fast food outlets clearly demonstrates how these commercial interests can actually work with social marketing campaigns and be employed as part of the distribution network for facilitating social products. The competition for the second component of the anti obesity push, an active lifestyle, is a combination of alternative sedentary activities (which are relatively easy to condemn) such as watching television or playing video games along with more beneficial but equally sedentary activities such as playing musical instrument, studying or engaging in part time work. To develop a relevant and acceptable social marketing campaign, a full examination of the potential alternative behaviours needs to be undertaken. These alternatives can then be either superseded by a superior behaviour or modified to be incorporated into a holistic lifestyle involving a complex range of behavioural and attitudinal change. If the competition is seen simplistically, then it will be difficult, if not impossible, to identify and focus on the underlying motivations of the target market. Further, in the first instance, the issue may need to focus on education with the first element of the social marketing campaign being either an increase in knowledge or a change in attitude. For example, young teenage girls may avoid sport and an active lifestyle because they perceive it as unfeminine. Instead, they choose to control their 50 Dann & Dann Social Marketing Monograph 51 weight through inappropriate alternative behaviours such as using smoking as an appetite suppressant or avoiding weight gain by simply not eating at a healthy level. The goal of reduced obesity is achieved, but through the substitution of one damaging behaviour for another - hence the need for preparatory education and attitudinal change. Concepts of Social Change Campaigning – A Summary Weibe’s Five Forces Model of change campaigning illustrates the process a person goes through in order to react to a social campaign. o Force is the prexisiting motivation and desire to comply (or reject) the campaign message o Direction is the knowledge of how to act on the campaign message and is closely associated with social promotion and education programs. o Mechanism is the actual action, and the associate products, support services or activities involved in carrying out the behaviour endorsed by the campaign. It involves the whole of the social marketing mix, with particular emphasis on product, people and place. o Adequacy and compatibility are the extent to which the campaign delivers on its promised benefits by undertaking the endorse activities. It is closely associated with product and physical evidence o Distance is the amount of effort required to performance the actions required by the social change message, and is closely associated with social price and social product Social marketing operates in the macro and micro environment o Micro environments include organisational culture, lobby groups, media and general public. o Macro environments include social environment, economic environment, technological environment, legal environment, and competitive environment. Competition exists in social marketing between alternative solutions to a social marketing problem 51 Dann & Dann Social Marketing Monograph 52 Where social marketing fits with other approaches to social change Social marketing is not always the best mechanism for social change. The techniques of social marketing have their benefits, but they also have their limitations, and as such, should be considered as part of a broad range of tools for social change and government marketing. Whilst a large amount of social change can be implemented through motivating the population to change specific attitudes, behaviours and beliefs, not all forms of social change can be achieved through voluntary mechanisms. Social marketing is most effective and appropriate where the emphasis is on the individual, and as such, represents an approach government may undertake to achieve specific behavioural outcomes. This section overviews the ways in which social marketing interacts with other methods of social change such as education and law reform. Common Concepts - Education, Marketing and Law The three key domain areas of social change examined in this section are: Education: refers to any type of message which attempts to inform or a person to make a voluntary change based on promoting the benefits of that change. Education delivers an awareness of benefits, however it requires the individual to seek out the mechanism for attaining those benefits for themselves. It also assume a certain degree of rationality on the part of the target adopter in that it is assumed that, when given the appropriate information about the benefits of the superior lifestyle, a rational person will naturally change their behaviour. In summary, education campaigns provide the information and expect the individual to go out and take the appropriate action without any further assistance 52 Dann & Dann Social Marketing Monograph 53 Marketing refers to the attempts to manage behaviour through creating an environment which supports voluntary behaviour change by exchanging the benefits of one behaviour for those of an alternative behaviour. The creation of this environment includes the manipulation of social price, the nature of the offer (product), the time and place of the opportunity (distribution/place) and the provision of a reward for undertaking the behaviour (exchange). Social marketing campaigns provide both the information, and assist in guiding the individual through the steps required to perform the appropriate behaviour Law is the use of government endorsed coercion to achieve a behavioural outcome Law can include penalties to force active involvement in an event (mandatory voting), threats of punishment for non-compliance (jail, loss of licence for drink driving), or a manipulation of the opportunities to comply through negative intervention (heavy taxes increasing the financial costs of cigarettes) or positive invention (subsidised prices for environmentally friendly fuels). Whilst law is usually defined as coercive, it can be used for positively to reinforce behaviour for example, where a law specifies a bonus for compliance (eg subsidy) or where the law is used to override opposing social pressures (helmet wearing amongst teenage cyclists). Coercion, despite its apparent negative context, is in this sense, a neutral term describing the non voluntary nature of the influence exerted by legislative intervention. 53 Dann & Dann Social Marketing Monograph 54 There is a level of interaction and overlap between education and marketing, and between marketing and law. This is illustrated as follows Interrelationship between Education, Marketing and Law Marketing n tio an ch lu nt ar y ea cr Vo ty ni tu or pp ge O Education Law Both education and marketing emphasise voluntary change, with education providing the knowledge required to undertake the change, and marketing providing knowledge along with appropriate incentives for change. Similarly, both marketing and law can provide environments that support change. They differ in how the individual may use the environment ie whether it is voluntary (marketing) or compulsory (law). Where an opportunity for change is presented by law, it is usually a non-negotiable arrangement – whilst the laws that support the wearing of seatbelts nullify any social pressure against seat belt use, they also nullify any sense of voluntary compliance. As such, marketing's overlap between education and law leads to it being part of a continuum of social change options. 54 Dann & Dann Social Marketing Monograph 55 Continuum of Change Approach Social change can be seen as the middle ground between the individual's selffulfilment of change based on education through to their compliance, willing or otherwise, based on legal requirements and judicial penalties. Maibach (2003) outlined a broad matrix approach to determining when social marketing was best suited to being involved in a social change campaign. This is summarised in Table 2 Table 2 The Continuum of Change Mechanisms When to use Educational Approach Social Marketing Law based neither prone to nor is prone to appropriate The target Market… resistant to the resistant to the behaviour appropriate behaviour appropriate behaviour can be enhanced by cannot be conveyed to are easily conveyed managing the offer and match the self conveyed to the market interests of the market to best match their self The benefits of the the target market or do behaviour… not match the market's self interest interest The level of competition for the minimal or non existent active but manageable unmanageable message is (adapted from Maibach, 2003) The key application of social marketing is where the market is ambivalent regarding the social change message, and has yet to fully identify how the proposed behaviours can actually be of benefit to their self interest. Social marketing in this context is very heavily focused on demonstrating how the individual will gain from their voluntary compliance with the behaviour. 55 Dann & Dann Social Marketing Monograph 56 Child Safety Most parents are positively predisposed to child safety, a social marketing campaign aimed at a specific target market (home renovators) with a tailored and managed offering (specific advice for renovating the house to be child safe and examples of how child safety in home renovations can be easily included at a lower cost) would achieve a better rate of child safety outcomes than non-specific child safety information. Similarly, whilst most pool owners are positively disposed towards child safety, the introduction of pool fencing requirements met with considerable resistance in adoption (time and money costs for fencing) and did not easily match with the self interest of many pool owners (eg pool owners without children). Consequently, even with widespread community support for child safety, it was necessary to introduce laws to force compliance with the behaviour (installing fencing). Problems, Barriers and Roles Approach: Dealing with the Blockages at Individual, Community and Society Level Whilst the previous model looked at where social marketing was positioned across the spectrum of social change, Andreasen (2002) draws upon a wide range of social marketing research to examine where social marketing was positioned when applied to barriers to social change. Motivation, opportunity and ability are the three key sources of barriers. Motivation is the desire to action the proposed behaviour and is heavily influenced by the extent to which the behaviour will serve an individual's self interest (eg donations to charity will serve the self interest of feeling good about oneself, and receiving a tax deduction for the donation) o Individual barriers to action are the individual's willingness to accept the costs and effort involved in changing their behaviour (eg time cost of preparing fresh food versus purchasing take away) 56 Dann & Dann Social Marketing Monograph 57 o Community barriers which are the social norms pressuring against the behaviour (eg social expectations that males are supposed to resolve conflict through aggression rather than negotiation) o Structural barriers are laws which penalise the positive behaviour (eg the Marriage Bars which prohibited the employment of married women is a barrier to equitable employment practices) Opportunity: is extent to which a behaviour can be performed, either through access to resources or an appropriate environment (eg the opportunity to undergo a skin cancer check is limited by the availability of suitably qualified medical staff with the appropriate equipment). o Individual barriers to opportunities can include a lack of knowledge of where to access resources (eg not knowing where the free medical centre is located) o Community barriers to opportunity include distance and regional isolation (for example, indigenous communities in the Torres Strait lack access to many opportunities present in larger mainland communities) o Structural barriers to opportunity include a lack of government services, centralised resources or a closure of regional outposts in favour of centralised structures Ability: is the actual capacity of the individual to undertake the behaviour, and includes their set of skills, education, mental and physical capacities, abilities to break habitual behaviours and willingness to counter the arguments and discouragement of their friends (eg, whilst a person may wish change to a more healthy diet, they may lack the basic knowledge of nutrition). o Individual barriers to ability can include a lack of access to training or information (eg inability to read) 57 Dann & Dann Social Marketing Monograph 58 o Community barriers to ability can include factors such as low literacy rates in the community, and the expectations that education is a waste of effort o Structural barriers to ability may include discrimination against individual's accessing resources (eg discouraging or prohibiting girls from playing sport at an arbitrary age limit) Andreasen (2002) views the role of the social marketing campaign as a complimentary mechanism to support community mobilisation and structural change. Community mobilisation is where the social pressure of the community structure is brought to bear to support the change campaign, or at least, not actively oppose those individuals who are changing their behaviour. This may be as high level as securing media support for a social change campaign (eg Easter long weekend road safety campaigns) through to as low level as peer pressure being used in teenage intervention campaigns (eg Just Say No campaigns). Table 3 outlines the collaborative overlap between the different types of change methods. 58 Dann & Dann Social Marketing Monograph Table 3 Collaborations between change method based on the type of barrier Role for Problem Barrier Community Social Marketing Mobilisation Creating awareness; Urging media Individual promoting high cooperation benefits, low costs Motivation Opportunity Ability 59 Structural Change Approach Building web links to hard-toreach people Community Urging opinion leaders to motivate others Creating awareness; raising public concerns Creating incentives for group organisation Structural Urging changes in structural rewards / penalties (eg taxes)* Holding briefings Changing structural rewards / penalties Individual Creating awareness of behavioural opportunities Urging business, political cooperation Community Urging businesses to provide access to change agents Changing repressive social norms Structural Urging use of government facilities for programs Bringing pressure to bear on legislators Individual Providing modelling of ideal behaviour Pointing group members to individualised change tools Community Providing communications tools for outreach Conducting group training Structural Urging removal of public disincentives Changing community structures voluntarily Changing economic barriers to individual action Eliminating antitrust restriction on business cooperation Providing government subsidies; changing physical environment Allowing government agencies to provide training Allowing government premises (e.g. schools) for group training Removing public disincentives *This is an example of upstream social marketing activity. 59 Dann & Dann Social Marketing Monograph 60 Alternatives to Social Marketing at the Individual Change Level Andreasen (2002) identifies six key approaches that directly compete with social marketing at the level of voluntary, individual behavioural change, which may be considered as supplemental or alternative mechanisms for implementing social change. These are: 1. Stages of change approaches (Prochaska and DiClimente, 1984) which emphasise tailoring interventions to the stage the target audience has reached along the road to high involvement behavioural change. This model has been popularised within the social marketing context and used to explain consumer behaviour. It will be discussed in more detail in the following section; 2. The health belief model (Rosenstock, 1990) which emphasises communicating information about the risks and benefits of action so as to change the knowledge, attitudes, and intentions of target individuals; 3. Social learning theory (Bandura, 1997) which, among other features, emphasises building up the target audience’s sense of self efficacy: their belief that they can make the behaviour happen; 4. Behavioural reinforcement theory (Bickel and Vuchinich, 2000; Rothschild, 1999) which emphasises the manipulation of rewards and punishments in the environment surrounding desirable and undesirable behaviours; 5. Strategic communications (eg health communications and health promotion) which emphasises the creation of appropriate and powerful messages about change; and 6. Enter-educate programs (Piotrow and Coleman, 1992) which combine educational message with entertainment to change behaviours. 60 Dann & Dann Social Marketing Monograph 61 Within Australia, Prochaska and DiClimente’s (1984) stages of change model has gained popularity as a general framework for understanding how to target social marketing campaigns. The model basically states that behavioural change occurs over five phases, and that to be effective, behavioural change campaigns need to understand at what stage the target market is at, and tailor their information and campaign accordingly. The five stage of change in the model are as follows. Table 4 Prochaska and DiClimente’s (1984) Stages of Change Model Stage Description Marketing’s Role Pre-contemplation Consumers are not thinking about the Raise awareness behaviour or its relevance Attitude change – i.e. this is relevant to me Emphasis on promotion Contemplation Consumers are thinking about and evaluating Education and persuasion behaviours Information about the costs and benefits of different behaviours Preparation Consumers have decided to act and are trying Distribution of facilitating products to put in place whatever is needed to carry out and services the behaviour Appropriate pricing Action Consumers are doing the behaviour for the Focus on facilitating behaviour first time Distribution and service Sales promotion – eg no joining fee for gym Confirmation Consumers are committed to the behaviour Reinforcement promotions and have no desire or intention to return to Length of service promotions eg 50 prior behaviour blood donation badge Most current social marketing campaigns in Australia seem to have adopted this model, or a similar staged approach. Where social marketing fits with other approaches – A Summary Social marketing is not always the best mechanism for social change Education, law, and social marketing are each appropriate for some forms of change, but none are universally applicable as a solution to every problem Social change can be implemented at a individual, community and society level, with different methods required for each level and approach. 61 Dann & Dann Social Marketing Monograph 62 Current Tools and Trends in Social Marketing This section examines areas of social marketing theory and practice which are emerging outside of the mainstream commercial marketing field. For example, whilst commercial marketing struggles to make profitable use of internet based communities, and is progressively moving away from the technique, social marketing is able to use the online community framework to develop subsidised social support networks. Internet Marketing, Online Communities The relatively widespread diffusion of the internet across Australian, and developed societies, has led to a rise in the level of social marketing that is conducted in cyberspace. This area of social marketing predates many commercial ventures, with research demonstrating the successful use of online communities as a social change support mechanisms in the 1990s, prior to the dot-com boom and bust. Online social marketing has been used to provide levels of interactive information for a campaign, and to develop communities structures where the individual seeking to engage in behaviour change has access to the requisite knowledge to change, and can seek additional encouragement from those also undertaking a similar behavioural change. Where the target market has access the internet, and the type of behaviour change being proposed requires ongoing support (eg quitting smoking), or where the individuals involved in changing behaviour encounter new or complex circumstances (eg support groups for parents with children suffering chronic childhood illness), online groups allow access to the skills and experiences of other people undertaking the same process. Networks of support also reduce the level to which the campaign is required to second guess every possible outcome in advance. Being able to monitor the electronic support groups forums creates a type of observational market research which can be used to determine where additional information and support is be required. 62 Dann & Dann Social Marketing Monograph 63 Behavioural Cessation Marketing One of the dominant trends in contemporary social change campaigns has been the emphasis on change behaviour from levels of acceptable risk to complete cessation of the risk behaviour. Complete cessation is exemplified in the anti-smoking campaign "Every cigarette is doing damage" which puts the emphasis on any incidence of the behaviour being a damaging event, to 'responsible' levels of the behaviour, such as occurs in the case of gambling or drinking,. Cessation style campaigns have also emerged in the area of sexual health advocacy in the USA where abstinence (full cessation of behaviour) has been emphasised ahead of condoms (moderated safe behaviour). Cessation based change is also a uniquely social marketing challenge insofar as a 100% adoption is not within the dreams of commercial marketing (even where a business monopoly exists, there are those nonadopters that prevent the company from having 100% adoption of their products). Behavioural cessation campaigns, by their nature, are likely to have relatively low “success” rates as the behaviour competes directly not only with the high risk behaviour but also with risk-reduction. It has also had a propensity to leave the campaign recipients more vulnerable to risk behaviours in case of failure – simply because it has advocated an all-or-nothing approach to dealing with the social problem. For example, an abstinence campaign (no alcohol intake) will not provide behavioural alternatives (moderate drinking, safe drinking) should the target audience fail to adopt. Finally, objectives for behavioural cessation campaigns need to be carefully framed. Success, in these campaigns, needs to be the full cessation of the target behaviour by an individual adopter, rather than the complete cessation of the behaviour throughout society. Many campaigns of this style believe that one person behaving in a manner contrary to the campaign (eg one drink driver) means that the campaign, and social marketing, has failed. 63 Dann & Dann Social Marketing Monograph 64 Ethical issues in social marketing Ethical areas of social marketing can be divided into three practical considerations which are as follows: the ethics of the change process the ethics of the change campaign content the ethics of the change outcomes Ethics of Change Process: Presumption of Superiority Social marketing is an inherently biased process, and as such, proponents of social marketing must recognise that they will always perceive their campaign as coming from an ethical position. One of the consequences of Andreasen (1993) including the phrase "in order to improve their personal welfare and that of their society" in the definition of social marketing is that each campaign starts from a presumption that it is acting in order to improve society, through improving the lives of the targets of the campaign. Government based social marketing campaigns also start from the innate presumption that they are acting in the public interest – either from implementing existing policy, or through the implementation of policy and campaigns from newly or recently elected parties. The key consideration in addressing the bias inherent in social marketing is to recognise that a social marketing campaign starts from a presumption of superiority over the target audience. By implementing a change campaign, the campaigner believes that the target audience is either engaged in an inappropriate behaviour, or not engaging in a 'superior' alternative lifestyle. Even where a campaign is run to support and encourage an existing behaviour, the assumption is that in the absence of the campaign, the target market would not continue the 'superior' or 'appropriate' behaviours. The advantage social marketing has in dealing with the ethics of assumed superiority is that social marketing deals with voluntary change. Where a campaign is infringing on the cultural values of a target market (eg proposing safe sexual behaviours before 64 Dann & Dann Social Marketing Monograph 65 marriage is contrary to cultural values which support abstinence until wedlock), social marketing is offering a choice to adopt or not adopt. It becomes a conflict between the product offering of the two lifestyle choices (eg current culture versus new social marketing behaviour), rather that an attempt by government or social change agencies to eradicate a specific targeted culture. This may not always be appreciated by the cultural group on the receiving end of the campaign, however, it then becomes a matter for them to promote the inherent benefits / superiority of their own social product ahead of that provided by the social marketing campaign. Ethics of the Change Campaign Content Each social marketing campaign will face a distinct set of ethical issues based on the content of the campaign materials. Common issues in the ethics of the content of the campaign include: whether to provide full information, partial information or only the most persuasive information to the target adopter. Many social marketing campaigns prefer to err on the side of maximum information, and as such, end up with less effective messaging strategies. However, where simple messages are used, such as the Speed Kills campaign (drugs, not road safety), critics argue that the simplistic message encourages ignorance of the full facts of the issue. the conflict between appropriate product strategies for the target market, and the social values of other community groups. In particular, this area is often highlighted by the conflict between those promoting harm minimisation (if you must engage in risk behaviour, these are safe guard steps to lower the risk) versus those promoting behavioural cessation (any part of the risk behaviour is too dangerous to perform). clashes between appropriate promotional messages, and appropriate use of the most effective or most efficient message channels, and wider community perceptions of advertising and promotion. For example, whilst a safe injecting message may be most appropriately delivered by direct mail aimed at high risk teenage populations, it would be easy to criticise the direct mail campaign as encouraging the risk behaviour (eg providing information for safe injecting is to 65 Dann & Dann Social Marketing Monograph 66 promote or encourage injecting). Similarly, message channels such as television commercials or billboards may be perceived as the more expensive method of communicating with a target market, and may be criticised on the perceived cost – even if the media space was donated by the broadcaster or billboard owner. Ethics of the Change Outcome: Consequences of Change The final broad area of social marketing ethics are the consequences, both foreseen and unintended that result from the successful social change campaign. Intended Consequences The most obvious area of ethical consideration for social marketing campaigns is to look at the intended consequences of the change campaign. For example, whilst literacy and education campaigns are rarely considered to be unethical, the intended consequences of the campaigns raise both ethical and practical considerations. The most overt practical consideration is whether the infrastructure exists to assist the target market in learning – for example, a campaign to encourage school attendance has the intended consequence of children attending high school. At a practical level, does the school have room for that many students? Are there sufficient resources to deal with the influx of students? At the ethical level, is it ethical to create a demand for education where there may not be sufficient resources for the provision of that education? Similarly, does encouraging students who would not ordinarily attend classes to attend school result in lowering the standard of the experience for those who would be attending them without the interference of the change campaign? These are some of the ethical considerations that are encountered even with a low-controversy campaign such as childhood literacy and education. 66 Dann & Dann Social Marketing Monograph 67 Unintended Consequences Suggesting marketers need to consider the unexpected consequences of an unforeseen outcome as an ethical issue is often met with justifiable levels of disbelief. However, before dismissing the unintended or unforeseen consequences of a social change campaign as requiring a psychic ability, all social marketing campaigns need to be aware of where they draw the boundary around what impact that they can claim as 'theirs' from the campaign. In the previous example, encouraging education could result in intelligent students from rural and regional areas deciding that there are insufficient career and education opportunities presented in their local areas, and as a result, they move to the larger population centres. The intended consequence of the campaign was to raise literacy and education levels, and the unintended outcome was to facilitate a population migration from rural to regional to city centres as people sought out higher levels of education with a resulting negative impact on the rural community. One area of consistent unintended consequence is the result of implementing change campaigns that focus on self empowerment and individual control in cultures where certain individuals or social groups are expected to be dominated by another. Historically, campaigns involving female reproduction have resulted in a shift in the gender power dynamic. Where the decision as to the number of children in the family was traditionally left with the male impregnating his partner, the use of oral contraception alters the power dynamic of the relationship. Similarly, where cultures are based around adherence to the advice of elders, the introduction of peer based support networks undermines traditional cultural values. There are considerable ethical concerns with providing campaigns based on individualism, self control and self-development to cultural groups with a strong tendency towards authoritarian figures providing guidance and community leadership. Finally, the use of peer based campaigning has the unintended consequence of reinforcing the value of peer pressure as a social mechanism. A consequence of this is that whilst the peer pressure mechanism is acceptable for use in social marketing to encourage 'positive' behaviours, social marketing cannot disclaim responsibility if that 67 Dann & Dann Social Marketing Monograph 68 same mechanism is used by people in seeking support for 'negative behaviours'. In other words, if it was okay to rely on peer approval to not drink drive, then the community should not be surprised that these same people, faced with peer approval for drug use, then follow this peer pressured behaviour. Sensitising people to peer opinion is a dual edge campaign tool and the ethical consequences of using this technique must be considered before applying it to vulnerable populations. Ethical Issues in Social Marketing - A Summary Social marketing campaigns starts from a presumption of superiority over the target audience since the campaigner believes that the target audience is either engaged in an inappropriate behaviour, or not engaging in a 'superior' alternative lifestyle Ethical considerations for a change campaign include whether to provide full information, partial information or only the most persuasive information to the target adopter the conflict between appropriate product strategies for the target market, and the social values of other community groups. clashes between appropriate promotional messages, and appropriate use of the most effective or most efficient message channels, and wider community perceptions of advertising and promotion. Social marketing needs to consider both the intended and possible unintended consequences of the campaign when assessing the ethics of the social change program 68 Dann & Dann Social Marketing Monograph 69 Practical issues in Social Marketing implementation The final section of the monograph overviews a selection of practical issues associated with the implementation of social marketing. This section is book ended by two extracts from Andreasen (2002), examining when to use social marketing, and concluding the section with a checklist for identifying if a campaign falls within the boundaries of social marketing. Between the "when" and the "what" of social marketing is an overview of how to use internal marketing to promote social marketing within an organisation. When to use social marketing Social marketing is not the only arrow in the quiver of social change, and as such, should be considered one of a series of alternatives, rather than the definitive method for all social change. Andreasen (2002) established a short check list to determine whether social marketing is the best method of implementing change. Will social marketing match the type of change? The first step in the process of matching social marketing to a social change agenda is to establish what type of change is being sought (See Table 4 previously for the types of changes). Social marketing is designed to encourage voluntary change by individuals, which, when performed as a collective can also bring about community change. Table 5 outlines the three types of change, and possible interventions to use to implement each type of reform. 69 Dann & Dann Social Marketing Monograph Table 5 Type of Change Type of change? Structural change Possible Options Legislation and regulation 70 Examples Tobacco Laws, Queensland Health Government subsidy or tax relief Queensland Fuel Subsidy Scheme, Office of State Revenue, Queensland Treasury Government funded infrastructure Pacific Film and Television Commission Community Change Social Marketing Cross Government Project to Reduce the Social Isolation of Older People, Department of Communities Lobbying, pressure groups QPIX Peer support networks Queensland Spinal Cord Injuries Service, Queensland Health Business, community groups Office of Rural Communities, Department of Primary Industries Individual Change Social Marketing Every K over is a Killer, Queensland Transport Education campaigns Stopping abuse and violence: Information for people who use abusive and violent behaviour in relationships, Department of Communities Awareness campaigns Recreational Fishing Rules in Queensland, DPI Financial incentives FarmBis Do the conditions suit social marketing? Social marketing relies on a series of preconditions for change, and these are: the right to remain banal: the willingness of the change agency to accept noncompliance with the proposed new behaviour, the willingness to take a client centred focus on the behavioural change. market research driven interventions the use of the whole of the marketing mix. 70 Dann & Dann Social Marketing Monograph 71 The Right to Remain Banal As Smith (2002) illustrated previously, social marketing's strength and limits are based around the principle of voluntary compliance. Where non-voluntary compliance is required, social marketing is ineffective in bringing about change. However, where the market can bear individuals deviating from the campaign's proscribed behaviour, social marketing can be used. If social change absolutely has to occur, then social marketing's tolerance for voluntary rejection of the change message will not achieve the outcome. Client Centred Campaigning The second key to social marketing is the willingness of the campaigners to base interventions on the actual needs and desires of the target adopter rather than working from an expert driven set of assumptions. Client centred campaigning allows the social change agency to tailor their products to needs of the market, and to address issues such as the social cost of adopting the intervention. In order to conduct this style of campaign, it is necessary to understand the market, and that requires market research. Segmenting the Road Safety Market In the field of road safety, there has been a significant body of research on the motivations, attitudes and behaviours of the at-risk populations of drivers. Queensland Transport identifies two key at-risk groups for message targeting as being the demographic groupings of males aged between 17 and 20 years, and 21 to 24 years of age. However, the research demonstrates that inside the broad segment of male drivers aged 17-24, there are specific attitudinal and behavioural segments who need to be addressed separetly. By using market research, and a client centred strategy, it was possible to design campaigns tailored to the appropriate risk behaviours since the people who engaged in high risk high speed driving are necessarily the same type of people who would engage in drink and driving. By isolating the behaviour, and focusing the segmentation on attitudinal, behaviour and demographic segments, it is possible to deliver the best message fit (eg anti-speeding to drivers prone to speeding) rather than a blanket message strategy with a high level of irrelevant messages (eg anti-fatigue messages to people who don’t wear seat belts). 71 Dann & Dann Social Marketing Monograph 72 Market Research Driven Interventions The third element is the use of market research to support client centred campaigning by actually researching the needs, wants, motives, levels of understand of existing campaigns, reasons for adoption and non adoption of the social product and other related issues. Investing funds up front in market research in order to maximise the value of the intervention is a more cost effective method of campaign than not conducting the research, and using the money into a less focused campaign. Whole of the Mix or Component Parts? The final question of whether social marketing is the relevant method is whether the campaign is willing to use the whole of the marketing mix in the design and implementation of the campaign. If the agency is either incapable or unwilling to adopt the full marketing mix, then social marketing will not be the most appropriate method as it requires a commitment to the holistic approach to marketing, rather than just the use of one or two elements of the portfolio. Queensland Transport and Elements of the Marketing Mix Whilst the road safety campaigns are one of the most visible aspect of the Department of Transport’s marketing activities, not every aspect of road safety needs to use social marketing, or even the whole of the marketing mix. The Department frequently only needs to either inform the public of the availability of a new online service, or the changes to an existing road law or penalty. Rather than engaging in a full campaign, the Department makes use of the basic elements of promotion to alert the public to the new information. Will social marketing make a difference? In this case, the question being raised is whether social marketing is both appropriate and effective for the proposed campaign. In terms of appropriateness, this is addressed by answering three questions: Is the campaign based on persuading or educating? Where the campaign is focused on persuading the consumer to adopt a new behaviour, social marketing is of more use than other methods. However, where the target market needs to be informed of a change of penalty or a fine, commercial 72 Dann & Dann Social Marketing Monograph 73 marketing and advertising would be more effective. Similarly, where education is more important than persuasion, social marketing is not required. Are the goals best suited by voluntary change? Where the goal is not suited to voluntary change, there is a need for non-social marketing intervention. Does the goals require the support of law, education or technology changes? In terms of effectiveness, can social marketing manage the change process alone or in conjunction with additional factors such as law reform (tax incentives for fitting seat belts in buses), educational campaigns (teaching how to use seat belts on a bus), or shifts in technology (production of buses with seat belts) Is there a point to social marketing? After reviewing a checklist of the application of social marketing, it may appear that it is very limited in its application. However, as a specialist tool, what it does (voluntary behaviour change) it does well, and what it doesn't do well, should be done by some other tool. Social marketing specialises in individual voluntary behaviour, which, when applied to a collected group of individuals can bring about community change, but should not be considered a universal solution to social change campaigning. Internal Marketing of Social Marketing Having elected to use social marketing for the campaign, the immediate priority for the organisation is to assess the level of support for marketing and social marketing within the ogranisation. Where resistance to the use of social marketing exists, Novelli (1989) recommends three steps to assist in adapting social marketing for use in the organisation. These are: legitimise marketing understand the culture of the organisation acquire the technical expertise 73 Dann & Dann Social Marketing Monograph 74 Legitimising Marketing The first step in the process of implementing a social marketing campaign is to familiarise any government officials who will be involved in the planning, implementation or review of the campaign with the meaning and importance of social marketing as a mechanism for social change (Novelli, 1989). Similarly, social marketers, be they from a government body or external contractors need to familiarise themselves with the politics, political processes and government decision making frame works before commencing the social marketing program. There are four broad areas that should be considered when developing social marketing familiarisation for personnel involved in social marketing. These are conceptual problems macro-political issues micro-political issues methodology Conceptual problems Social marketing is a broad area where numerous definitions and concepts have been discussed, with varying degrees of accuracy. A successful campaign will need to ensure that those people involved in the planning and implementation share an understanding of the key elements of social marketing. In addition, seemingly minor issues of semantics, such as establishing a common set of definitions, can assist in reducing misunderstandings in the implementation of the campaign (for example: what constitutes "young" or "old" is based on the context. In a health campaign promoting sport, an "older player" is between 25-30, whereas an "older citizen" is more likely to be in the 65+ age bracket) Macro-political issues These are the issues that will arise at the parliamentary and political level for a campaign. It is important that policy directives, election promises, and political ideologies are understood when developing a social marketing campaign. The extent to which these issues can be identified and shared between the strategic and tactical levels of campaign is important – whilst the optimal outcome for social change may be implemented at the tactical level (eg provision of free condoms in high schools), a 74 Dann & Dann Social Marketing Monograph 75 political agenda of not wanting to be seen to encourage teenage sexual activity may preclude this from being implemented. Understanding the existence and likely impacts of political agendas can improve support for campaigns at the macro-political level. Informed understanding of political constraints on a social marketing campaign can be used by social marketers to lobby the macro-political level for support. . Micro-political issues Whilst the macro-political level deals with the parliamentary level issues, micropolitical issues address the lower levels of compromise and adjustment required to address issues such as inter-departmental disputes of territory (eg who has the responsibility for funding a campaign? Who will be receiving the credit or blame for the outcome?). Clarifying and addressing micro-level issues at the outset of a campaign can also allow those participants in the social marketing planning process who have limited experience in the micro-politics of the issue to make the necessary adjustments to their understanding of the environment. Methodology Methodological issues involve all aspects of converting the social marketing plan, framework and ideas into an implemented campaign. It includes the selection of what mechanisms will be used to review, assess and evaluate the outcomes of the campaign. Clarification of methodological goals will also include what limits will be in place as a result of micro and macro-political issues – for example, whilst a formal scientific testing process (double blind tests, control groups and placebo applications) may be the optimum method of assessing the relative strength of a social health campaign, it is unlikely to receive political support for allowing a group in need to receive a placebo in place of an actual (if uncertain) intervention. Acquiring the technical expertise One of the misconceptions surrounding commercial marketing has been the devolution of the role of marketing from a specific department to the overly broad "everyone in the organisation is in marketing" approach. Consequently, marketing is often mistakenly perceived as a lower skill area than accounting or law. Intro to law does not a lawyer make, nor does psychology 101 make a psychologist. However it is 75 Dann & Dann Social Marketing Monograph 76 not uncommon for staff to be appointed into marketing positions with training limited to a single subject in marketing or no formal training at all. One of the factors that contribute to the relatively poor understanding of marketing and what it can and can’t do, particularly in the public sector, is a lack of rigorous standards governing who can practise as a marketer. Given the relatively recent adoption of marketing into the public sector, two common scenarios exist as to the backgrounds of public sector marketers. In one scenario, the marketing staff are redeployed from within the agency so that, while they may have an enthusiasm for the portfolio and the policy area, they lack the technical marketing skills and knowledge and instead try to learn on the job. The second common scenario is where lateral recruitment is used and an experienced marketer is employed with high levels of technical skills but with little or no appreciation of the unique responsibilities of government in relation to accountability. Ideally, given the complexity of the public sector environment and social marketing issues, marketers would have some clear training in both government and marketing. Problems arising from the lack of knowledge and training in both marketing and the public sector need to be acknowledged. It is often the lack of appreciation of the differing constraints that face public sector employees that make government marketing seem less innovative or less effective. Government marketers do not have the same freedom as their private sector counterparts to only work with responsive target markets hence any judgement of the effectiveness or otherwise of government marketing should be considered in light of the need of government agencies to not only serve their clients, but interests and welfare of the broader public. Marketing technical expertise can be divided into creative, scientific and strategic. Creative marketing expertise relates to the design and development of message strategies, advertising materials and product concepts. Scientific marketing is the research and analytical aspects of marketing. Strategic expertise relates to the planning processes of marketing, from the macro level intervention strategy through to the development of specific market plans for each program. 76 Dann & Dann Social Marketing Monograph 77 External marketing resources may be required in the following areas: market research marketing communications media buying and communications marketing audit external review of programs If the project requires research to be conduct via focus groups or structured interviews, these should be handled by third party researchers. Cost cutting by trying to handle complicated research such as focus groups in house ultimately results in a false economy. 'Saving' money by producing poor research that leads to a misdirected campaign ultimately wastes the taxpayer's dollars. Ethical Issues in Social Marketing - A Summary Social marketing campaigns starts from a presumption of superiority over the target audience since the campaigner believes that the target audience is either engaged in an inappropriate behaviour, or not engaging in a 'superior' alternative lifestyle Ethical considerations for a change campaign include whether to provide full information, partial information or only the most persuasive information to the target adopter the conflict between appropriate product strategies for the target market, and the social values of other community groups. clashes between appropriate promotional messages, and appropriate use of the most effective or most efficient message channels, and wider community perceptions of advertising and promotion. Social marketing needs to consider both the intended and possible unintended consequences of the campaign when assessing the ethics of the social change program 77 Dann & Dann Social Marketing Monograph 78 Determining if the campaign is Social Marketing Andreasen (2002) proposed a series of benchmarks to determine whether a campaign could be considered social marketing. These are presented in Table 6 Table 6 Social Marketing Campaign Benchmarks Does the campaign Yes No …use behaviour change as the benchmark for designing the intervention implementing the intervention? …use market research to understand the target audience? pretest the campaign? monitor the implementation and outcome of the campaign? … uses market segmentation to target a specific audience or behaviour? … create an influence strategy based on creating an exchange of value for the target adopter? …use the whole of the marketing mix? … consider, assess and compensate for competition from other behaviours and messages in the design of the program? If the campaign meets all of these criteria, it can be considered a social marketing campaign. 78 Dann & Dann Social Marketing Monograph 79 References Andreasen, A. 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(1951–52), “Merchandising Commodities and Citizenship on television,” Public Opinion Quarterly, 15 (Winter), 679–91. 80 Dann & Dann Social Marketing Monograph 81 Government Campaigns Tobacco Laws, Queensland Health http://www.health.qld.gov.au/atods/tobaccolaws/index.asp Queensland Fuel Subsidy Scheme, Office of State Revenue, Queensland Treasury http://www.osr.qld.gov.au/gas/fuel/index.htm Pacific Film and Television Commission – http://www.pftc.com.au/ Cross Government Project to Reduce the Social Isolation of Older People, Department of Communities - http://www.communities.qld.gov.au/ QPIX http://www.qpix.org.au/ Queensland Spinal Cord Injuries Service, Queensland Health http://www.health.qld.gov.au/qscis/ Office of Rural Communities, Department of Primary Industries, http://www.dpi.qld.gov.au/orc/ Every K over is a Killer, Queensland Transport http://www.roadsafety.qld.gov.au/ Stopping abuse and violence: Information for people who use abusive and violent behaviour in relationships, Department of Communities http://www.communities.qld.gov.au/violenceprevention/ Recreational Fishing Rules in Queensland, DPI http://www.dpi.qld.gov.au/fishweb/2881.html FarmBis http://www.farmbis.gov.au/ 81