Generating Consumer Insights Toolkit
Generating Consumer Insights Toolkit
Toolkit Module 5
Generating insight
2. Research
techniques
3. Identifying
target audiences
4. Understanding
core audiences
5. Case studies
6. Takeaways
and next steps
WARC STRATEGY TOOLKIT: MODULE 5 – GENERATING 3
INSIGHT
1. What is ‘insight’?
'Insights' can be an obsession for strategists. They are seen as the
bedrock of smart communications, the 'nuggets' that guide creative
work. They can be hard to define, but there's a feeling that, like
creativity, 'you know it when you see it'.
So, this module starts with a very simple question – what is ‘insight’?
And, just as important, what type of insight is useful when developing a
marketing or communications strategy?
Creating inspirational
insights
Reading 5.1.1:
Why is a good insight like a refrigerator,
Jeremy Bullimore, Market Leader, 2005
business strategy
between the brand, people and culture
The application
of insight
Reading 5.1.3:
How to deliver consumer insight,
Merry Baskin, WARC Best Practice, 2016
Key takeaways
2. Research techniques
'Insight' is broader than 'consumer insight’, but for many strategists insight
generation starts in consumer research. So here you will find some of the
basic principles of researching consumers and extracting the signal from
the noise.
Using ethnography
Reading 5.2.2: Know thy customer, Sharon M.
Goldman,
ANA Magazine, 2018
Key takeaways
Reading 5.2.3:
How to gain insight from social listening,
Will McInnes, WARC Best Practice, 2017
communities
Reading 5.2.4:
Human Plus Digital Equals Agile and Accurat
e: How holistic communities can provide de
pth, rigour and quality to impatient stakeho
lders
,
Philip Morrison and Alex Johnston, ESOMAR, 2018
An online community is a
qualitative research community. Key takeaways
Research communities come in
two varieties: short-term and • It is a mixed methodology
long-term. This article introduces approach that uses online qual,
holistic online communities, online quant, usage data and
which can deliver insights that physical, offline research when
are fast, cheap and accurate. required.
Speed comes from having the
community on tap and accuracy • Key is a mindset focused on
from the diverse range of delivering the answers the
research approaches employed, client needs rather than being
whether technology or human- wedded to particular methods
driven. or research plans and
embracing out-of-the-ordinary SOURCE:
Human Plus Digital Equals Agile and Accurate: How holistic communities can pro
research methods if required. vide depth, rigour and quality to impatient stakeholders
© Copyright WARC 2021. All rights reserved. © Copyright WARC 2020. All rights reserved.
, Philip Morrison and Alex Johnston, 2018
WARC STRATEGY TOOLKIT: MODULE 5 – GENERATING INSIGHT 13
Using neuroscience
Reading 5.2.5:
How neuroscience is advancing consumer insigh
ts
, Thom Noble, Admap, 2017
3. Identifying target
audiences
Finding the 'right' consumers for a brand and its communications is a key
skill.
This section looks at approaches to segmentation, and asks what role 'big
data’
can now play in this area.
Reading 5.3.1:
The WARC Guide to Making Segmentation
Work
, WARC Best Practice, 2020
Segmentation is a marketing
tool that is used to identify • A reverse segmentation
meaningful subgroups of approach starts by targeting
existing and potential customers all potential customers and
who are clustered around generates segments based on
common, identifiable traits. The the response.
rise of AI and machine learning
creates new opportunities to • Should still combine the top-
identify meaningful target down approach – such as
audiences. developing personas – with
the bottom-up data analysis.
Key takeaways
SOURCE:
No consumer left behind: Targeting all prospects with reverse segmentatio
© Copyright WARC 2021. All rights reserved. n © Copyright WARC 2021. All rights reserved.
Segmentation in
practice
Reading 5.3.2:
How to use segmentation effectively,
Merry Baskin & Laurie Young, WARC Best Practice,
2016
A crucial part of any strategy is based, rather than built for the
targeting – who do we want to convenience of internal
do what? This detailed paper management.
reviews the uses of
segmentation in practice and • Segmentation should shape
provides a best practice more than just marketing. If
perspective on how to ensure the marketing department
that the segmentation is adopts
properly applied to strategic a sophisticated segmentation
thinking. strategy that the rest of the
organisation ignores, then
Key takeaways serious damage can be done.
• Methods of categorising
customers should be market-
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WARC
Copyright
2021. All
WARC
rights
2021.
reserved.
All rights reserved.
WARC STRATEGY TOOLKIT: MODULE 5 – GENERATING INSIGHT 17
4. Understanding
core audiences
This section looks at a number of pieces that focus on typical core
consumer groups a strategist might be interested in, including youth,
seniors and families. There are also best practices for ensuring
inclusive communications for multicultural and LGBT audiences
among other groups. These papers give some idea of the key trends
within each cohort, and important things to consider when
researching them.
Consumers’
universal needs
Reading 5.4.1:
A journey to the centre of the earth.
An understanding of consumers' universal need
s
,
Based on Nic Hall,ofESOMAR,
a review academic 2004 and powerful relationships.
literature, on workshops in 13
countries and 2,000 consumer • By connecting categories and
interviews, this paper identifies brands with needs we
15 universal needs – things like understand what motivates a
wellbeing, security, belonging, category and why people buy
freedom – that lie at the root of brands – this can inform brand
what audiences want and brands planning, strategy,
can offer, and that are communications and the NPD
applicable across the whole process.
world.
Key takeaways
© Copyright WARC 2021. All rights reserved. © Copyright WARC 2021. All rights reserved.
WARC STRATEGY TOOLKIT: MODULE 5 – GENERATING INSIGHT 22
Reaching young
consumers
Reading 5.4.3: How brands can effectively
engage young consumers, Joeri Van den Bergh,
WARC Best Practice, 2018
Marketing to
older consumers
Reading 5.4.4:
How to market effectively to the 50+ consume
r
, Mark Beasley, WARC Best Practice, 2016
The over-50s are an increasingly
large, increasingly wealthy people are preferred to
cohort in many societies around glamorous models.
the world – yet they have been
under-served by marketers • To understand the purchasing
desperate to appeal to the power of the over-50s
young. This paper explains how consumer, marketers are
marketers can best adapt their advised to look at wealth and
strategies to appeal to the 50+ expenditure, which increase
consumer. with age, rather than income,
which tends to decline from
Key takeaways the age of 50.
older price.
WARC STRATEGY TOOLKIT: MODULE 5 – GENERATING INSIGHT 24
Baby boomers
changing online habits
Reading 5.4.5:
How to better reach and resonate with baby b
oomers online
, Sarah Dawley, WARC Best Practice, 2021
Culturally inclusive
approaches
Reading 5.4.6: How to market effectively
in a multicultural nation, David Burgos,
WARC Best Practice, 2016
Generation Alpha
Reading 5.4.8:
Strategic insights into Gen Alpha from Beano.c
om
, Sam Peña-Taylor, WARC Exclusive, 2018
Family marketing
Reading 5.4.9:
How to create a ‘family marketing’ strategy,
Anna Hamill, WARC Event Reports, 2018
Marketing to
LGBT audiences
Reading 5.4.10:
How to market effectively to LGBT audiences,
Jenn T. Grace, WARC Best Practice, 2016
Key takeaways
5. Case studies
See how the insight generation process worked and powerful insights were
used in award-winning case studies from Clorox, the British Army, IKEA,
Coca-Cola, Foster's, Hovis and Channel 4.
Challenging
stereotypes
Case study 5.2:
Capita for the British Army: Who dares wins – A
n unexpected approach to army recruitment
,
Karmarama,
This case Account Planning Group (UK) awards,
study for army
recruitment
2019in the UK • Through an understanding of
demonstrates how combining an life outside of the Army, the
enduring truth about the brand strategy unlocked a powerful
with a modern insight about new relevance for the Army
British society, led to a fresh today.
strategic approach which
delivered results. • Challenging stereotypes
triggered a global media
The target audience was under debate, with a PR reach of 4.8
attack from a media which billion in the first week alone.
labelled them lazy, tech-
obsessed snowflakes. In • After a month, once the dust
response, the Army took to their of the media battle had
defence by showing that where settled, applications were up
people saw stereotypes, the 71% versus
Army saw potential. the previous year.
Key Takeaways
© Copyright WARC 2021. All rights reserved.
WARC STRATEGY TOOLKIT: MODULE 5 – GENERATING 33
INSIGHT
relevant insight
Case study 5.5: Singtel: Only true fans get it
BBH Asia Pacific, WARC Prize for Asian Strategy, 2020)
Takeaways
There are two types of Marketers have access to Traditional segmentation
insight: more research techniques approaches such as
low-potency and high- than ever before. Most demographics or life-stages
potency. High-potency panels take place online, are being supplemented by
insights express social media has become a techniques such as culture-
the idea in inspirational useful research tool, and mapping and values-based
language and can be the neuroscientific techniques segmentation. The goal is to
spark for great are gaining traction. None of gain better models of
communications or other these techniques is perfect, consumer behaviour and
marketing activity. but neither are traditional better ways to identify
techniques. target consumers.'Big data'
can be a powerful tool for
targeting and improvements
to customer experience. It
will not replace the need for
creativity and innovation.
WARC STRATEGY TOOLKIT: MODULE 5 – GENERATING INSIGHT 38
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