Chapter 17: Evaluating IMC Effectiveness
Chapter 17
Evaluating IMC Effectiveness
CHAPTER CONTENT
KEY OBJECTIVES
1. Explain why it is important to evaluate brand communication effectiveness.
2. Discuss the role campaign objectives play in the measurement of campaign success.
3. Describe the key ways in which campaign evaluation is conducted.
5. List some of the key challenges faced in evaluating IMC effectiveness.
6. Detail ways to determine if a campaign met its objectives.
CHAPTER OVERVIEW
Throughout this text, it has been emphasized that effective campaigns do more than win
awards for creativity. Their singular and number one purpose is to achieve the campaign’s
communication and marketing goals. You will see in this chapter that there are many ways
to evaluate the effectiveness of an integrated marketing communication program.
Companies evaluate the impact of the program’s message, the performance of its
CHAPTER OUTLINE
BRAND COMMMUNICATION IMPACT: DID IT WORK?
What makes an IMC campaign effective? Is it the fact that people like it or that it moves
people to some kind of action? Or is it something else altogether?
First Things First: The Campaign Objectives
Typically, a brand communication campaign has multiple objectives: an attitudinal
objective may be to change brand perceptions while a behavioral objective may be to
make people engage in some way with the brand.
Regardless of the number of objectives a company sets for a campaign, it is critical
that such stated objectives be established up front because they provide the all-
Principle: Campaign objectives and campaign evaluation work hand in hand. In the
absence of clear campaign objectives, evaluation becomes a much murkier task.
Chapter 17: Evaluating IMC Effectiveness
The Campaign Purpose: Brand Building
Many executives feel advertising works only if it produces sales. One researcher,
Professor John Phillip Jones, contends that “advertising must generate an immediate
jolt to sales before it can be expected to produce any further effect.”
First, determining effectiveness based on sales can be difficult because of the impact
of other environmental factors. Second, sales are not the only reason brands advertise.
One of the major objectives of advertising is to create higher levels of brand
awareness among consumers.
Principle: If you can’t measure it, you can’t manage it.
It is our view that marketers intend their messages to accomplish a variety of goals.
Because campaigns often have multiple objectives and because there are so many
Why Evaluation Matters
Some evaluation of brand communication is informal and based on the judgment of
an experienced manager, and there is always a need for that. The important thing,
however, is to recognize very early in the campaign planning stages that there will
also be a need for multiple, formal evaluation mechanisms.
Evaluation should be planned in to any campaign. This is not an onerous task when
clear campaign objectives have been written, since evaluation can and should flow
directly from those goals. The inclusion of a ‘campaign evaluation phase’ on the
program timeline is mandatory.
Chapter 17: Evaluating IMC Effectiveness
From the business perspective, formal evaluation of brand communication is a must.
Why? The first reason is because the stakes in making an advertising misstep are
high. The second reason is because advertising optimization, i.e., reducing risk by
testing, analyzing, tracking performance, and making changes where possible to
increase the effectiveness of the communication, helps ensure future success.
Principle: The sheer cost of brand communication demand that it be evaluated so the
effectiveness can be understood.
How Evaluation Fits into the Stages of Brand Communication Testing
A complete understanding of the strength of your brand communication is
accomplished through testing, monitoring and measurement. This process is depicted
in Figure 17.1.
In chapter 6, we discussed message development testing; specifically, how concept
testing, semiotic analysis, and pretesting are used to make a campaign as strong as
possible before it ‘goes live’ in the marketplace. Ideally the result of preliminary
testing should be available before large sums of money are invested in finished work
or in media buys.
EVALUATING THE IMC MESSAGE
Questions about impact are critical and must be addressed. If they are not, there is no
proof that a campaign worked, so companies may be tempted to make the mistake of
cutting communication spending that is driving their business.
Any attempt to measure the impact of brand messaging by looking only at sales
numbers poses challenges. Therefore, the impact of brand messaging is typically
measured in terms of its communication effects – the mental responses to a message
that serve as surrogate measures for sales impact. Positive post-campaign changes in
When campaigns don’t work, a very important role of post-campaign message testing
involves understanding what went wrong. Some messages might confuse the
audience; others might fail to get consumers’ attention; and still others might fail to
resonate with consumers. In these situations, campaign message evaluation must
bring these issues to light. Solid campaign evaluation measurement tells us precisely
what a campaign has and has not accomplished.
Chapter 17: Evaluating IMC Effectiveness
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Table 17.1 in the text groups key message effectiveness measures and then matches
them to the types of research questions that are used to determine effectiveness.
Although the word ad is used throughout the table, the questions are relevant to all
IMC tools used in a given campaign.
Experts in Message Evaluation
Many research companies, in addition to some large agency research departments,
specialize in measuring the various dimensions of effectiveness described in Table.
17.1. The most successful of these companies have conducted so many tests that they
have developed norms for common product and service categories. Norms allow the
brand agency managers to determine whether a particular campaign message has
performed above or below the category average in terms of “moving the needle” on
items such as those listed in Table 17.1.
Also, major online companies such as Google provide a myriad of tools for online
campaign evaluation that include everything from straightforward analytic tools that
measure site traffic or key word search results to more complex tools that allow
marketers to create experiments. Companies such as MetrixLab use a tagging
technology to determine how many times people are exposed to a campaign and then
measure how differently heavily exposed and lightly exposed consumers differ in
their intent to try the brand.
Message Evaluation Techniques
Next, we will examine the most common research techniques used. Different types of
measurement are required because brand managers are likely to set different objectives
for different types of campaign messages.
Tracking Studies
Chapter 17: Evaluating IMC Effectiveness
Of the research questions listed in Table 17.1, those focusing on recall, recognition,
comprehension, and relevance are staples of communication tracking surveys.
Scanner Analysis
Another common component of posttest evaluation is scanner research. Many
retailers use electronic scanner data to tally up purchase data and collect consumer
buying information. Scanner research is also used to see what type of sales spikes are
created when certain ads and promotions are used in a given market. Both retail
chains and manufacturers of brands are interested in such data.
Single-Source Data
Single-source data are obtained by measuring various media/marketing exposure,
purchase behavior, and loyalty for the same individual or household. Sources may
include data from loyalty card purchases, scanner data, television or cable set-top
boxes, personal people meters, and household demographics. Single-source data
companies, such as Nielsen, arrange to have test commercials delivered to a select
group of households within a market to compare changes in behavior to a control
group of households.
Memory Tests
Memory tests are based on the assumption that a brand communication leaves a
mental residue with the person who has been exposed to it or, in other words, the
audience has learned something. One way to measure IMC effectiveness, then, is to
contact consumers who were exposed to the campaign and find out what they
remember. Memory tests fall into two major groups: recognition tests and recall tests.
Chapter 17: Evaluating IMC Effectiveness
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One way to measure memory is to show a magazine advertisement, for example, to
people and ask them whether they remember having seen it before. This kind of test
is called a recognition test. In a recall test, respondents who have read the magazine
are asked to report what they remember from the ad about the brand. A recall test is
more rigorous than a recognition test.
Similarly, new television commercials are often run during the Super Bowl.
The next evening, interviewers make thousands of random phone calls until
they have contacted about 200 people who were watching the game at the exact
time the commercial appeared. The interviewer then asks a series of questions,
such as the following:
Do you remember seeing a commercial for any SUVs?
If no, then, do you remember seeing a commercial for a Jeep Wrangler?
(memory prompt)
If yes to either of the previous questions, then, what did the commercial say about
the product? What did the commercial show? What did the commercial look like?
What ideas were brought out?
Inquiry Tests
Inquiry tests, a form of action response, measure the number of responses to an
advertisement or other form of brand communication. The response can be a call
to a toll-free number, an email, a website visit, a coupon return, a visit to a dealer,
an entry in a contest, or a call to a salesperson. Inquiry tests are the primary
measurement tool for direct-response communication, and they are also used to
Chapter 17: Evaluating IMC Effectiveness
EVALUATING THE PERFORMANCE OF VARIOUS IMC TOOLS
IMC synergy exists when all campaign components work together to create a solid
and understandable brand meaning. Before overarching synergy of a campaign can be
measured, evaluation is usually conducted on a tool-by-tool basis. They may employ
internal data or they may examine results from an outside organization.
Advertising
Table 19.2 in the text shows that advertising has the potential to be particularly
effective in accomplishing a number of objectives. The most common post-testing or
campaign evaluation technique used to evaluate advertising is the tracking study,
which we previously discussed. Although communication tracking studies represent
very large investments on the part of marketers, given the cost of creating advertising,
thorough campaign evaluation represents money well spent.
Public Relations
Public relations practitioners typically track the impact of a public relations campaign
in terms of successful output, such as how many news releases led to stories or
mentions in news stories) and outcome, such as attitudinal or behavioral change due
to the impact of materials produced.
Output evaluation might be conducted by asking specific questions such as how many
times did our spokesperson appear on talk shows or how much and what kind of buzz
are our tweets generating? The results are presented as counts of minutes, mentions,
or retweets. Outcomes, on the other hand, are usually measured in terms of changes in
public opinion and relationship tracking.
Chapter 17: Evaluating IMC Effectiveness
Consumer, Trade, and Point-of-Purchase Promotions
Sales promotion managers for packaged goods and other products that use
distribution channels need to evaluate both the impact of consumer (or end user)
directed promotions and promotions targeted at retailers and other channel members.
At the most basic level of evaluation, managers require proof of execution. One
responsibility of the sales force is to do store checks to verify that stores are doing
what they promised. At the most important level of promotion evaluation, however,
the behaviors and types of involvement that promotions are designed to stimulate
must be measured.
The efficiency of a sales promotion can be evaluated in terms of its financial
returns more easily than can the impact of advertising. We compare the costs
of the promotion, called a payout analysis, to the forecasted sales generated
by the promotion. A break-even analysis seeks to determine the point at which
the total cost of the promotion exceeds the total revenues, identifying the point
where the promotion was not productive. Figure 17.3 depicts this analysis.
Direct Marketing
The primary objective of direct marketing communication is to drive a transaction
or generate some other type of immediate behavioral response, such as a donation
Evaluation of Digital IMC Components
Many IMC efforts are conducted online. Some digital performance indicators are
website traffic volume, such as page views or the simple number of visitors to a site.
Banner advertising and other online ads are evaluated using click-through rates.
One thing the industry has learned is that this form of advertising is decreasing in
effectiveness. Pop-up banners in particular can get more attention than banner ads
but they are also seen as more irritating.
Chapter 17: Evaluating IMC Effectiveness
The most important thing to understand in considering evaluation of online efforts
is that while websites used to be the primary digital properties for connecting with
targets and the place where the most digital interaction was happening, that is no
longer true. Today, digital communication is multichannel and multiplatform.
EVALUATING THE PERFORMANCE OF MEDIA VEHICLES
Brand communication has little chance to be effective if no one sees it. That is why
analyzing the effectiveness of the media plan is another important part of campaign
evaluation.
Media Optimization
Evaluating Exposure
For major campaigns, agencies do post-buy analyses, which involve checking the
media plan against the performance of each media vehicle. A critical question is
whether reach and frequency objectives were obtained.
Verifying audience measurement estimates is a challenge. Media planners are
working sometimes with millions of dollars and they can’t afford to get it wrong.
Research data regarding data impact must be viewed with caution. Just because
Chapter 17: Evaluating IMC Effectiveness
Vehicle-by-Vehicle Evaluation
To better understand the obstacles encountered in media evaluation, we will first look at a
few areas where media performance is hardest to estimate: out-of-home media, digital
media, and alternative media. Then we will review some traditional media evaluation
techniques.
Out-of-Home Media
Accurately evaluating the mobile audience for outdoor advertising is challenging.
Although traffic counts can be gathered, the problem is that traffic does not equal
exposure. Just because a car drove by a board does not mean that the driver or
passengers actually saw it.
Digital Media
Until recently, the measures of effectiveness used to evaluate offline campaigns
did not seem to transfer well to the online world. It used to be the case that digital
tracking was tough and offline tracking was stronger in showing the relationship
Alternative Media
Alternative media programs, such as word-of-mouth, social media, and guerilla
marketing campaigns, are even harder to evaluate, and media planners continue
to search for reliable indicators of exposure numbers from these new sources that
equate to the performance measures for traditional media.
Newspaper Readership Measurement
For newspapers and other traditional media, assessment is more straightforward.
Newspapers measure their audiences in two ways: circulation, or number of
subscribers, and readership, or number of readers. These same measures are
revisited in post-campaign evaluation.
Magazine Readership Measurement
Magazine rates are based on the guaranteed circulation that a publisher promises to
provide, as well as figures for their total audience. Post campaign evaluation requires
Chapter 17: Evaluating IMC Effectiveness
Measuring the Broadcast Audience
A radio station’s coverage is revisited by marketers after the campaign to ensure that
the radio medium delivered. For television, Nielsen data helps advertisers understand
IMC CAMPAIGN EVALUATION CHALLENGES
The major challenge in overall IMC program evaluation is to pull everything together
and look at the big picture of campaign performance rather than the individual pieces
and parts.
As companies move from an evaluation mindset that considers measures such as
impressions to one that also looks closely at conversion rates and consumer
Measuring ROI
Advertisers continue to improve how they measure brand communication ROI, which
compares the cost of creating and running brand communication to the revenue it
generates. However, since the dollar impact of brand communication is difficult to
measure, so is the cost-to-sales ratio. ROI is much easier to calculate for sales
promotions and direct marketing than for the campaign overall.
One question related to ROI concerns how much spending is too much. That is, how
do you determine whether you are overadvertising or underadvertising? The best way
to answer this question is to use test marketing. Even though test marketing helps
Chapter 17: Evaluating IMC Effectiveness
The Synergy Problem
Another challenge with evaluating campaigns, particularly IMC campaigns, is
estimating the impact of synergy. Intuitively we know that multichannel
communication with messages that reinforce and build on one another will have more
impact than single messages from single sources; however, that can be difficult to
prove.
A number of studies have attempted to evaluate IMC impact by comparing campaigns
that use two or three tools to see what is gained when more message sources are
added to the mix. Such studies of both the platforms and components of IMC are
beginning to tease out the effects of synergy, but they are a long way from evaluating
the effects of a total communication program.
A final complication in evaluating programs is the need to consider other messages
and contact points beyond the brand campaign. Brand experiences such as those
In the A Principled Practice feature, its author makes three salient points:
o 1) Key management decisions count for a lot. No amount of promotion hype can
compensate for an inferior product offering.
o 2) Social media cannot be ignored or taken lightly. To disregard the impact of
social media is to make a huge management error.
Digital Challenges
Marketers face several challenges when attempting to capture the success of digital
marketing communication efforts. First and foremost, marketers often want to skip
straight to digital measurement without having a clear sense of their business
objectives.
Chapter 17: Evaluating IMC Effectiveness
Second, marketers must develop the right digital key performance indicators,
which tell whether or not digital communications are driving the business toward
success. A measure of success can be either direct or indirect, but either way,
success indicators must be succinctly defined.
International Challenges
International brand communication is difficult to evaluate because of market
differences (e.g., language, laws, and cultural norms) and the acceptability of
various research tools in different countries. There may also be incompatibilities
among various measurement systems and data analysis techniques that make it
difficult to compare the data from one market with similar data from another
market. An international evaluation program for advertising should focus,
at least initially, on pretesting because unfamiliarity with different cultures,
languages, and consumer behaviors can result in major miscalculations.
BACK TO THE BIG PICTURE: DID THE CAMPAIGN WORK?
The ultimate measure of campaign performance is the answer to one seemingly
simple question: Did the campaign achieve the objectives that were set at the very
beginning of the planning process? Because the planning process is imperfect, this
question is not always so simple.
Chapter 17: Evaluating IMC Effectiveness
A model of effects can be developed for a specific campaign and used to drive not
only the planning effort, but also evaluation of its effectiveness. An example of this is
the innovative Colorado Pass Club (CPC) introduced by Vail Resorts. Another
Connecting the Dots: Tying Measurement Back to Objectives
Competent brand communication managers return to the campaign objectives, and
then adequately and realistically measure the campaign’s performance against those
objectives.
An example of how UPS successfully faced this challenge is discussed in detail in
this chapter. In the example, three campaign objectives are listed, along with how the
campaign performed on each of those objectives. A mix of perception, image, and
This campaign successfully repositioned UPS within its industry. It also provided the
foundation used by the company to further strengthen its positioning through two
more follow-up campaigns. All of these efforts have been designed to support UPS’s
broader strategy of capturing a greater share of more profitable business services.
Looking Ahead
Beyond connecting the objectives to the measurements, advertisers continue to search
for methods that will bring all the metrics together and efficiently and effectively
evaluate brand communication effectiveness.
END-OF-CHAPTER SUPPORT
REVIEW QUESTIONS
17-3. Why is setting campaign objectives important?
Typically, a brand communication campaign has multiple objectives. It is critical that the
stated objectives be established up front because they provide the all-important
framework for evaluating the success of a campaign. This is true for social media, also.
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17-4. Why is campaign measurement becoming more important than it used to be?
17-5. What is single-source research, and how do scanner data relate to it?
Single-source research data is obtained by measuring various media/marketing exposure,
purchase behavior, and loyalty for the same individual or household. Sources may
include data from loyalty card purchases, television or cable set-top boxes, personal
17-6. What is media optimization and how do we evaluate how close we are to
achieving it?
One of the biggest challenges in media planning is media efficiency – that is, getting the
most out of your money invested. The goal of media optimization is to optimize the
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17-7. Why is an IMC campaign difficult to evaluate?
17-8. What are some unique challenges connected with the evaluation of digital
marketing communication efforts?
There are several challenges marketers face when attempting to capture the success of
digital marketing communication efforts. First, marketers often want to skip straight to
DISCUSSION QUESTIONS
17-9. Most clients want a quick and easy answer to the question of whether an IMC
campaign works. Advertising professionals, however, tend to believe that sales-only
approach to evaluation is not appropriate. Why do they feel that way? If you were helping
an agency prepare for a presentation on its campaign results, what would you suggest the
agency say to explain away the idea that you can evaluate a campaign with a single
measure?
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17-10. You are hiring a research consulting company to help a client evaluate the
effectiveness of its communication efforts. One of the consultants recommends using
focus groups to evaluate their effectiveness. Another consultant suggests that focus
groups aren’t very effective for campaign evaluation and recommends other measures.
Which viewpoint do you believe is most insightful? For campaign evaluation purposes,
is qualitative or quantitative research used most often?
17-11. Explore the websites of two IMC evaluation companies, such as Ameritest
(www.Ameritest.net), Ipsos ASI (www.ipsos.com), Millward Brown
(www.millwardbrown.com), or Sapient (www.sapient.com), and compare the services
they offer. If you were looking for a company to evaluate a campaign for recall, which
one would you prefer? Why? What about if you were looking for a company to evaluate a
campaign for digital impact? Why?
TAKE-HOME PROJECTS
17-12. Portfolio Project: Put together a portfolio of 10 ads for a set of product categories
targeted to a college audience. Set up a focus group with participants recruited from
among your friends and ask them to look at the ads. In a test of unaided awareness, ask
them to list the ads they remember. Identify the top performing ad and the bottom ad in
this awareness test. Now ask the focus group participants to analyze the headline, the
visual, and the brand identification of each ad. How do the two ads compare in terms of
their ability to get attention and lock the brand in memory?
Chapter 17: Evaluating IMC Effectiveness
ASSIGNMENTS
Individual Assignments
1. In this chapter, a quote from an Advertising Age magazine article is referenced that
states, “the next generation advertising exec will be a data geek with the soul of an
artist, the business acumen of Warren Buffett and the storytelling skills of Don
Draper.” Probe the deeper meaning of this statement by reading the article from
which it came, which can be found at this link:
http://adage.com/article/datadriven-marketing/marketing-quant-101-schools-gear-data-
talent-crunch/240369/
How and why are the skill sets that effective marketers must possess changing? What are
the key issues identified in this article? Conduct additional research to determine what is
being done to address these concerns and summarize your findings in a 350-word report.
2. This chapter discussed the challenges associated with evaluating the effectiveness of
the digital component of IMC campaigns. One of the tools many marketers rely upon
for help in this area is Google Analytics. Follow the link below to review several
success stories on the Google Analytics website that illustrate how this service has
helped companies strengthen, measure, and evaluate their digital campaigns.
Summarize your findings in a 500-word report.
Think-Pair-Share
In small groups, conduct some very informal market research that focuses upon the
overall effectiveness of television advertisements. On youtube.com find five relatively
current 30- or 60-second television ads for five different consumer packaged goods
products. Then construct a survey instrument by selecting one question from each of
Table 17.1’s categories. Next, identify a group of eight to ten survey participants and
OUTSIDE EXAMPLE
Watch “Life Lessons from an Ad Man,” and “Sweat the Small Stuff,” two online videos
featuring Rory Sutherland, who was mentioned at the very end of this chapter. You can
find the videos by going to www.ted.com and typing his name into the search box.
Chapter 17: Evaluating IMC Effectiveness
Make a list of the life lessons that Mr. Sutherland is attempting to convey, and then
compare that list to the IMC principles in your textbook. As you do so, consider the
following questions: (a) Where do the two lists converge and diverge? Pinpoint and
discuss the similarities. (b) What are the fundamental principles regarding human
behavior, economics, and the practice of marketing that Mr. Sutherland cautions us not to
lose sight of? Why do you think it is so easy for marketing and advertising professionals
to stray from them? (c) How could adherence to Mr. Sutherland’s lessons help a young
professional advance their marketing or advertising career?