The document discusses different methods for collecting primary and secondary data for research purposes. It describes common survey methods like personal interviews, focus groups, telephone interviews, mail surveys, and internet surveys. It also discusses observation methods like mystery shoppers and point-of-sale research. Experimental methods are described as a way to test variables under controlled conditions. Guidelines are provided for writing effective survey questions and formatting surveys for respondents.

1. 2.06
Understand data-collection
methods to evaluate their
appropriateness for the
research problem/issue

2.  Primary Data: Data obtained for the first time
and used specifically for the particular
problem or issue under study
 Secondary Data: Data that has already been
collected for some purpose other than the
current study
 Secondary data is less expensive to collect
than primary data
 It is most effective for companies to decide
what secondary data it will use before
collecting primary data.

3. Methods of collecting primary
data
1. Survey method – a research technique in which information is
gathered from people through the use of surveys or questionnaires.
Surveyors usually use a sample of the entire target population to get
results
 Personal interview – involves questioning people face-to-face.
Often conducted in central locations. Advantage: People are
likely to respond. Disadvantage: Costly
 Focus group interview- involves eight to twelve people who are
brought together to evaluate a product, design, or strategy
under the direction of a skilled moderator
 Telephone interview – quick, efficient, and relatively
inexpensive. Disadvantage: some people are unwilling to
participate
 Mail survey – relatively inexpensive way to reach a large
audience. Respondents are generally honest and find this type
of survey less intrusive. Disadvantage: return rate for mail surveys
is only 10%.
 Internet survey – includes wide-open polls, anybody-can-answer
polls, invitation-only surveys, password protected research sites,
and Internet – based panels.

4. Methods of collecting primary
data
2. Observation method – a research technique in
which the actions of people are watched and
recorded either by cameras or observers.
 Mystery shopper – a researcher who poses as a
customer
 Point-of-sale research – a research technique
that combines natural observation with personal
interviews to get people to explain buying
behavior
3. Experimental method – a research technique in
which a researcher observes the results of changing
one or more marketing variables while keeping
certain other variables constant under controlled
conditions. Often used to test new package designs,
media usage, and new promotions.

5. The Marketing Survey
 Businesses need valid and reliable data to make good
decisions.
 Marketing researchers need to know how to construct
survey instruments that provide the necessary
information to assist in the decision-making process.
 Reliability – exists when a research technique produces
nearly identical results in repeated trials.
 Validity- exists when the questions asked measure what
was intended to be measured
 Questions can be either Open-ended or Forced-choice
 Open-ended questions ask respondents to construct
their own response to a question.
Example: “How can we serve you better?”
 Forced-choice questions ask respondents to choose
answers from possibilities given. These are the simplest
questions to write and the easiest to tabulate.
 Can be multiple-choice questions, rating or ranking
scales, and level of agreement scales.

6. The Marketing Survey
 Yes/No Questions: Only gives two options, should
only be used when asking for a response on one
issue.
 Multiple-choice Questions: Gives the respondent
several choices, important that the options are
made comprehensive enough to include every
possible response. Usually includes an “other”
option.
 Rating Scale Questions: Variety of questions used
such as very satisfied to very dissatisfied, or
excellent to poor.
 Level of Agreement Questions: Used to assess
attitudes or opinions. Commonly used options:
strongly agree (SA), agree (A), neutral (N), disagree
(D), and strongly disagree (SD).

7. Basic Guidelines for Writing
Questions
 Should be written clearly
 Should be as brief as possible
 Do not ask leading questions which suggest a
correct answer
 Avoid bias
 Avoid questions that might cause a respondent
to guess at the meaning of your question.
 Pretest – allows for correction of any misleading
questions, directions, or problems

8. Formatting Surveys
 Need excellent visual appearance and design to
appeal to respondents.
 Use dark ink on light paper (Contrast)
 Use type that is easy to read
 Shade sections for contrast
 Use arrows to lead the reader
 Use section headers or numbers on individual survey
sections
 Number the questions
 Directions for completion must be clear
 Use a variety of question types (All answers should not be
yes)
 Group demographic questions about gender, age,
ethnic background, and education, etc. at the end of
the questionnaire.