Hallmark‟s Journey into
     Social Media
 Experiences and Learnings
LISTENING




  J.C. Hall
(1891 - 1982)
Social Media Listening
2000 - launched first consumer community for the purpose of
 research.

2005 – pilot w/ Umbria to understand the Hallmark brand in the
 social space.

2007 - pilot with Spiral 16 to understand Influential Bloggers.

2009 - major RFP with 8 vendors – find partner for research
       and marketing.

2010 - consulted with Ben Smithee; contracted with Collective
       Intellect for a look into holidays, ornaments.
1 Hard Question
    “Is there a framework we can use to
    understand social media data?”


3 “Simple” Questions
1. “Can we use social media sources to get
   new product ideas?”
2. “Can we use social media data to create
   marketing interventions „in season?‟”
3. “Could we use social media data to help
   understand people and their lives?”
Hard Question
“Is there a framework we can use to
  understand social media data?”
Social Media                          Discovery

Analysis




                                            What you’re trying to accomplish
Space?                                                                         Understanding people
                                                                                 Uncovering white
                                                                                      space

                                                                                Topics + dashboard
 Specific                                                                                                      Open
                                Ways of approaching the data
  Topic                                                                                                       Search
  “Ocean”                                                                                                  Small “pond”
   of Data                                                                                                   of data
             Brand Reputation

                  KPI‟s


                                     Monitoring


                                                                                       Source: Hallmark CU&I, 2010
Hallmark Social Media “Listening” Activities
  Consumer
  Leads




Focus




    We
    Lead
             Single                      Multiple
             Stakeholder                 Stakeholders

                       Breadth of Learning
Listening audit showed that
     activities are many and varied
   Consumer
   Initiated
   Conversation




Focus of
Conversation




     Hallmark
     Initiated
     Conversation
                    Single Stakeholder                    Multiple Stakeholders

                                    Breadth of Learning
Dimensions of listening
    Feedback is more about
    the brand and rational




                             Discovery is more about the
                             consumer and emotional


9
                                                     Source: CEB
Listening activities tend to fall
towards feedback and tactical




                                    Source: CEB
Research Landscape
                               Structured Data – it is what we made it

            Focus                        PA‟s
            Groups                       Multivariate
                                         Trackers
                                         ……


          Ethnography   Communities
          Observation
Qualitative                                             Quantitative



                Social Media



                               Unstructured Data – it is what it is
Where does social media data play in the research landscape?
3 “Simple” Questions
1. “Can we use social media sources to
   get new product ideas?”
2. “Can we use social media data to
   create marketing interventions „in
   season?‟”
3. “Can we use social media data to help
   understand people and their lives?”
What Did We Conclude?
• Getting “New” Product ideas is very hard!

• If you do lots of traditional research and
  ideation, chances are you’ve heard of thought
  of everything you will uncover through social
  media.
Some Thoughts on In-Season
           Marketing
• Twitter promotional sweepstakes generated
  major spikes in Hallmark Ornament Mentions
• Hallmark Gold Crown store visits emerged as
  a conversational theme - how could that be
  leveraged?
• Emotional connection to Hallmark brand
  ornaments vs. those bought in Wal-Mart or
  Target – how could that be leveraged?
• Focus on connecting the troops and their
  families – what would that look like?
What Did We Conclude?
• Beware of making any marketing suggestions
  without having Marketing in the design and
  analysis discussions!

• Research in social media begins to “rub up
  against” Marketing and can create friction!
Thoughts Going Forward
What Have We Learned
             About Social Media?

• There are new vendors emerging daily in
  the social media listening space.

• Most vendors provide the same
  capabilities – it is hard to find
  differentiation.
What Have We Learned
                   About Social Media?
• Social media data is messy (spam, advertising, porn,
  context) and requires significant validation and cleaning
  – suppliers are getting better and better at this, but it is
  still an issue.

• Text analysis capabilities vary from vendor to vendor –
  you have to know what questions to ask to know what
  you‟re getting.

• Sentiment analysis is about 75-85% accurate (based on
  external research) and everybody does it at some level.
  It is of limited value.

• It is difficult to classify individual contributors – but not
  impossible, and it costs more. This capability is still
  emerging.
What Have We Learned
                About Social Media?
• Clear and specific listening objectives are
  essential to getting meaningful data and
  information from listening efforts.

• Social media conversations can be very rich
  and could support many different aspects of our
  business.

• Getting meaningful learnings and insights is
  very time and labor intensive, despite the
  software tools. There is a learning curve!
Social Media Data is…


- Self-selecting/Opt-in –
  - Participants who create social media content
    must opt-in or choose to participate.
  - They may or may not represent your target
    consumer.
  - They do not necessarily constitute a “probability
    sample” of the population.
  - The researcher is not establishing the topic and
    controlling the conversation, but rather listening
    to whatever is posted.
Social Media Data is…

+ Not recall-based –
  – Recall data is known to be the least reliable
    source of data.
  – Recall is usually the result of some stimulus
    (question, prototype) that can affect what the
    respondent recalls (due to priming).
  • Social media data is less subject to recall
    biases and errors, as it usually represents
    comments and observations made “in the
    moment” or shortly thereafter.
Social Media Data is…

+ Longitudinal and Instance-based –
  – Tradtional MR is usually instance-based
    feedback/insights, social media research can
    represent “flow of life.”

  – There is a constant stream, or flow, of social
    media data continually being created.
Social Media Data is…

+ Self-recording/Archival –
  – Conversations, both public and private, within
    the social media environment are archived and
    available for others to consume at will.
  – Conversations with people in traditional
    research methods are recorded, but are
    generally only available to permission-based
    viewers/listeners.
  – This creates an interesting blend of liability and
    value to researchers and brands.
Paradigm Shifts for the World of
            Market Research

• Data Transparency –

• Data Ownership –

• Blurring Boundaries between Research and
  Other Divisions –
Paradigm Shifts for the World
           of Market Research

• Control of the Environment –

• Blurring of Qualitative and Quantitative –

• Re-thinking Sampling –

• Disproportionate Influence of Respondents
Paradigm Shifts for the World of
            Market Research


• Shrinking space between brands and
  people.
    Social media has “leveled” the playing
      field for both consumers and brands.


• Relationships are the Ultimate Sources of
  Insights within Social Media –
Food for Thought
Just as Technology is NOT an Idea, so Social
Media Listening is NOT an Idea! Both are
means to achieving whatever it is we want to
achieve!
Food for Thought



                                         Grow
                                         Revenue
                            Understand   This
Resources:                  People‟s     Quarter
People,                     Lives
              Protect the
Time, &       Brand
Money


             Spectrum of Desired Outcomes
Social Media Research White Paper

http://www.slideshare.net/CuratingPixels/utilizing-social-media-
to-understand-people

http://bit.ly/UnderstandingPeople
QUESTIONS?
  Tom Brailsford – Hallmark Cards, Inc.
         tbrail@hallmark.com
             816-274-3989
Presented at:

                               Market Research in the
                               Mobile World
                                2nd International Conference | July 19 & 20, 2011 Atlanta

Organized by:                        Thank you to sponsors:




LinkedIn Group: Mobile MR
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Get Inspired. Stay Informed. Cut Through the Clutter. Sign up for our free email newsletter

Using social media for market research and new product development: the case of Hallmark

  • 1.
    Hallmark‟s Journey into Social Media Experiences and Learnings
  • 2.
    LISTENING J.C.Hall (1891 - 1982)
  • 3.
    Social Media Listening 2000- launched first consumer community for the purpose of research. 2005 – pilot w/ Umbria to understand the Hallmark brand in the social space. 2007 - pilot with Spiral 16 to understand Influential Bloggers. 2009 - major RFP with 8 vendors – find partner for research and marketing. 2010 - consulted with Ben Smithee; contracted with Collective Intellect for a look into holidays, ornaments.
  • 4.
    1 Hard Question “Is there a framework we can use to understand social media data?” 3 “Simple” Questions 1. “Can we use social media sources to get new product ideas?” 2. “Can we use social media data to create marketing interventions „in season?‟” 3. “Could we use social media data to help understand people and their lives?”
  • 5.
    Hard Question “Is therea framework we can use to understand social media data?”
  • 6.
    Social Media Discovery Analysis What you’re trying to accomplish Space? Understanding people Uncovering white space Topics + dashboard Specific Open Ways of approaching the data Topic Search “Ocean” Small “pond” of Data of data Brand Reputation KPI‟s Monitoring Source: Hallmark CU&I, 2010
  • 7.
    Hallmark Social Media“Listening” Activities Consumer Leads Focus We Lead Single Multiple Stakeholder Stakeholders Breadth of Learning
  • 8.
    Listening audit showedthat activities are many and varied Consumer Initiated Conversation Focus of Conversation Hallmark Initiated Conversation Single Stakeholder Multiple Stakeholders Breadth of Learning
  • 9.
    Dimensions of listening Feedback is more about the brand and rational Discovery is more about the consumer and emotional 9 Source: CEB
  • 10.
    Listening activities tendto fall towards feedback and tactical Source: CEB
  • 11.
    Research Landscape Structured Data – it is what we made it Focus PA‟s Groups Multivariate Trackers …… Ethnography Communities Observation Qualitative Quantitative Social Media Unstructured Data – it is what it is Where does social media data play in the research landscape?
  • 12.
    3 “Simple” Questions 1.“Can we use social media sources to get new product ideas?” 2. “Can we use social media data to create marketing interventions „in season?‟” 3. “Can we use social media data to help understand people and their lives?”
  • 13.
    What Did WeConclude? • Getting “New” Product ideas is very hard! • If you do lots of traditional research and ideation, chances are you’ve heard of thought of everything you will uncover through social media.
  • 14.
    Some Thoughts onIn-Season Marketing • Twitter promotional sweepstakes generated major spikes in Hallmark Ornament Mentions • Hallmark Gold Crown store visits emerged as a conversational theme - how could that be leveraged? • Emotional connection to Hallmark brand ornaments vs. those bought in Wal-Mart or Target – how could that be leveraged? • Focus on connecting the troops and their families – what would that look like?
  • 15.
    What Did WeConclude? • Beware of making any marketing suggestions without having Marketing in the design and analysis discussions! • Research in social media begins to “rub up against” Marketing and can create friction!
  • 16.
  • 17.
    What Have WeLearned About Social Media? • There are new vendors emerging daily in the social media listening space. • Most vendors provide the same capabilities – it is hard to find differentiation.
  • 18.
    What Have WeLearned About Social Media? • Social media data is messy (spam, advertising, porn, context) and requires significant validation and cleaning – suppliers are getting better and better at this, but it is still an issue. • Text analysis capabilities vary from vendor to vendor – you have to know what questions to ask to know what you‟re getting. • Sentiment analysis is about 75-85% accurate (based on external research) and everybody does it at some level. It is of limited value. • It is difficult to classify individual contributors – but not impossible, and it costs more. This capability is still emerging.
  • 19.
    What Have WeLearned About Social Media? • Clear and specific listening objectives are essential to getting meaningful data and information from listening efforts. • Social media conversations can be very rich and could support many different aspects of our business. • Getting meaningful learnings and insights is very time and labor intensive, despite the software tools. There is a learning curve!
  • 20.
    Social Media Datais… - Self-selecting/Opt-in – - Participants who create social media content must opt-in or choose to participate. - They may or may not represent your target consumer. - They do not necessarily constitute a “probability sample” of the population. - The researcher is not establishing the topic and controlling the conversation, but rather listening to whatever is posted.
  • 21.
    Social Media Datais… + Not recall-based – – Recall data is known to be the least reliable source of data. – Recall is usually the result of some stimulus (question, prototype) that can affect what the respondent recalls (due to priming). • Social media data is less subject to recall biases and errors, as it usually represents comments and observations made “in the moment” or shortly thereafter.
  • 22.
    Social Media Datais… + Longitudinal and Instance-based – – Tradtional MR is usually instance-based feedback/insights, social media research can represent “flow of life.” – There is a constant stream, or flow, of social media data continually being created.
  • 23.
    Social Media Datais… + Self-recording/Archival – – Conversations, both public and private, within the social media environment are archived and available for others to consume at will. – Conversations with people in traditional research methods are recorded, but are generally only available to permission-based viewers/listeners. – This creates an interesting blend of liability and value to researchers and brands.
  • 24.
    Paradigm Shifts forthe World of Market Research • Data Transparency – • Data Ownership – • Blurring Boundaries between Research and Other Divisions –
  • 25.
    Paradigm Shifts forthe World of Market Research • Control of the Environment – • Blurring of Qualitative and Quantitative – • Re-thinking Sampling – • Disproportionate Influence of Respondents
  • 26.
    Paradigm Shifts forthe World of Market Research • Shrinking space between brands and people.  Social media has “leveled” the playing field for both consumers and brands. • Relationships are the Ultimate Sources of Insights within Social Media –
  • 27.
    Food for Thought Justas Technology is NOT an Idea, so Social Media Listening is NOT an Idea! Both are means to achieving whatever it is we want to achieve!
  • 28.
    Food for Thought Grow Revenue Understand This Resources: People‟s Quarter People, Lives Protect the Time, & Brand Money Spectrum of Desired Outcomes
  • 29.
    Social Media ResearchWhite Paper http://www.slideshare.net/CuratingPixels/utilizing-social-media- to-understand-people http://bit.ly/UnderstandingPeople
  • 30.
    QUESTIONS? TomBrailsford – Hallmark Cards, Inc. tbrail@hallmark.com 816-274-3989
  • 31.
    Presented at: Market Research in the Mobile World 2nd International Conference | July 19 & 20, 2011 Atlanta Organized by: Thank you to sponsors: LinkedIn Group: Mobile MR Upcoming Merlien Events: Merlien.org GreenBook Directory: GreenBook.org Market Research Blog: GreenBookBlog.org New Qual Blog & Directory: NewQualitative.org Get Inspired. Stay Informed. Cut Through the Clutter. Sign up for our free email newsletter