Wednesday, November 21, 2018

Social Marketing Research and the Military

In 1951, Dr. G.D. Wiebe, a research psychologist asked: “Why can’t you sell brotherhood and rational thinking like you can sell soap?”. This seemingly innocent yet provocative question triggered controversy in the commercial marketing world. Marketing professionals claimed that a concept such a “brotherhood” cannot be marketed unlike a tangible product. Yet world renowned marketing gurus Koetler, Levy, Zaltman and others thought otherwise and must have in stead said: “Why not?”. The controversial idea hence gave birth to what is now known as Social Marketing- a hybrid of social science and commercial marketing.[i]

Koetler and Zalman coined the term Social Marketing in 1971 which refers to marketing practices in pursuit of social rather than monetary gains. It applies marketing principles and techniques to influence the target audience to voluntarily accept, reject, modify, or abandon a behavior for the benefit of individuals, groups, organizations, or society as a whole.[ii] It aims to bring about positive change in the target audience by applying relevant marketing tools such as market research, segmentation and differentiation, Marketing Mix (Product, Price, Place, Promotion (4P’s), etc., to solve various issues such as health and sanitation, environment, peace and security, gender equality, among others. The marketing tools applied by social marketers are not that different from the ones used by their counterparts in the commercial sector: both are aimed at bringing about behavioral change in the target audience.
It is quite understandable for readers to easily confuse themselves on the difference between social and commercial marketing precisely because of the word MARKETING. Marketing, as defined by the American Marketing Association (AMA), refers to activities, set of institutions and processes for creating, communicating, delivering and exchanging offerings that have value for customers, clients, partners and society at large. However, people often relate it with “flowery” words to promote a particular product among consumers. This is why marketing is often shunned by many because of the “subtle” deception that comes with it. On the other hand, social marketing can be easily misconstrued these days as marketing using the social media (Facebook, Twitter, Instagram, Youtube, etc.) as platform. I initially thought that social marketing solely refers to selling products through the internet. Social marketing nowadays has been increasingly reliant on social media platforms to promote various advocacies. Many volunteer organizations, NGOs, civil society and people’s organizations have found remarkable success in their respective endeavors by capitalizing on the power of this innovation.

The contrasts between social and commercial marketing can be summed up according to its output, outcome and impact to consumers/customers or target audience. Commercial marketers peg the success of their marketing campaign on tangible outputs like volume of sales, brand popularity, market share, product reach and other measurable parameters. On the other hand, social marketers are concerned with how the outcome of their programs will improve individual lives and uplift societal conditions. The goal of social marketers can be said to be more noble in nature than that of their friends from the commercial side.
Depending on whom you are talking to, social and commercial marketing can be both easy and difficult but many practitioners point to the former as the more difficult field than the latter. After all, selling a desired behavior- an intangible product is not as easy as selling something that can be seen and felt.  Social marketing is about delivering social gain. It focuses on reaching the target audience, influencing their behaviors and satisfying the needs of the society as a whole- the social good. On the other hand, commercial marketing is about earning profit- the financial good, by satisfying individual customers through physical products or services. However, there is no doubt that both disciplines are customer-focused and needs all available and relevant marketing tools to attain their objectives. Likewise, the results in both fields are monitored, measured and evaluated to serve as basis for future performance improvements.

Social Marketing, being a controversial idea initially struggled to make it big in Western countries like the US and the UK. In fact, the idea was first widely used far from where it was conceived- in India, where it was adopted to implement a family planning program. However, once it was able to break free, its potential began to be discovered by many. Sally Dibb in her article “Up, up and away: Social Marketing Breaks Free”, said that social marketing ideas can be applied to a vast array of problems, to various groups of people and at different levels and scopes. It could be applied to individuals, groups, communities, villages, and even at the national and global arena. Social marketing is most visible in campaigns to promote gender and development, smoke-free public places, drug and alcohol-free communities, breastfeeding, women empowerment and many others. It can be utilized to influence policy-makers to legislate laws that promote overall social welfare and well-being, or influence people’s behavior on contemporary social issues like open defecation, garbage disposal, responsible voting, sexual health, etc.

Social Marketing is practiced mostly by government units and agencies to effect the desired change in behavior among their constituents. Sectoral, non-profit and development organizations have also adopted this field to create positive social change. Local Government Units for example may use social marketing to change the perception of its residents on reproductive health. The Yellow Boat of Hope Foundation (YBH), an NGO on the other hand, conducts advocacy campaigns to influence people’s attitude towards education.
Meanwhile, Social Marketing Research (SMR) refers to the study or investigation of the behavior, needs, attitudes, opinions, motivations or other characteristics of individuals, a particular sector of a community, or of an entire population to identify pertinent issues and concerns that could influence or support the decision-making process of service providers. Essentially, SMR gives credence to the decisions and actions made by these entities by making available relevant empirical data. Like other research fields, it usually begins by identifying the goals and objectives of the study. The researcher/s (either an individual or a research group) must have a good grasp of the client’ mission, vision and core values. They must be cognizant of the overall intent of their client to guide them throughout the process. They must be able to establish the goals and objectives of the study to ensure that they are on the right track; and identify the specific information needed to achieve the desired objectives. SMR likewise includes designing the overall research methodology including its framework, data collection process, and data analysis, and must be able to recognize its limitations, and its implications to the organization. Furthermore, it must have a means to effectively communicate its findings.[iii]

On Behavioral Change

According to the International Evaluation Group (IEG), behavior refers to the outward manifestation of an individual’s response- an action or change in action, to a situation. Quoting Kahneman, IEG said that response emanates from an individual’s automatic or deliberate decision-making process. On the other hand, behavior change, also called desired outcomes, are observable changes such as maintenance, improvement/enhancement, and increase or decrease in specific behaviors targeted or supported by behavior change activities. In the context of international development, these outcomes are individual’s behavioral responses to specific interventions such as the provision of information and incentives or other behavioral design elements. These interventions are referred to as behavior change activities and focus on affecting or shaping individual decisions and decision-making process.

What is the relevance of behavioral change in development management? Again, IEG said that to effectively deliver sustained services, service providers must overcome not only constraints in hard resources but also limitations in psychological resources. The latter refers to people’s mental capabilities that allow them to reach their full potential considering the different political, economic, social, cultural and other factors in the external environment. These factors shape people’s behavior- they often determine how people would behave under certain circumstances. For example, in the Philippines, people from the countryside are more concerned about their public behavior such as the public display of affection, compared to those who live in the metropolis like Makati. On the other hand, those who grew up in urban areas are more conscious about how they look, or how they dress up as compared to those who hail from the provinces. The perception of social acceptance varies from place to place, from ethnic group to ethnic group, and from community to community. Some tribes value honor and pride than others. While some put more premium on their live stocks and lands than the education of their children. This kind of diversity makes the delivery of social services such as WASH (water, health, sanitation and hygiene) more complicated and challenging than it seems.

A development manager must understand that development interventions cannot be implemented at random without understanding the community and the individuals that make it. People behave or react differently when subjected to or provided with programs or interventions. For example, encouraging people to avoid open defecation by building toilets for them could be positive for some, but can be misconstrued by others as interfering with their way of living. Sometimes, tailor-fitting or customizing programs to suit the needs of the people or certain sectors of the community brings out better results. As such, development managers must strive to understand the dynamics in the target community as part of their planning process. A thorough stakeholder analysis must be complemented by an equally comprehensive needs analysis and assessment to correctly determine what is or are needed by whom, and why.

Social Marketing Research and Behavioral Change in the Military

Social Marketing and Behavior Change are both familiar disciplines in the Philippine defense and military sectors especially the Philippine Army (PA) although there might be some variations in its practice and application. The Civil- Military Operations (CMO) which is comprised of Information Support Affairs, Civil Affairs and Public Affairs, is the closest field there is when we talk about social marketing and behavior change. CMO are planned activities undertaken independently or in coordination with civilian entities to support the accomplishment of the PA mission. Its primary goal is to gain popular support and weaken the enemy’s will to fight. CMO is a vital component of PA’ operations along with Combat Operations and Intelligence. It is characterized by activities that influence the beliefs, emotions, behaviors, attitudes, and opinions of intended audiences to facilitate military operations. It establishes and maintains good relations between and among military forces and establishments, government and non-government civil authorities, and the populace or stakeholders. The Civil Affairs pillar in particular, are operations planned, supported and executed to promote public trust through cooperation, collaboration and conduct of sociological and developmental activities in order to gain popular support. It consists of activities designed to win the hearts and minds of the people; gain their willing cooperation, support and confidence; and induce their active participation in the attainment of national objectives and goals.
The Armed Force of the Philippines (AFP) Internal Peace and Security Operations Plan relies heavily on the correct employment of CMO to facilitate the participation of all stakeholders in the quest for long-lasting peace and sustainable development in what is called the ‘whole-of-nation” approach. It is hinged on the Filipino tradition of “Bayanihan” or helping each other. To encourage the active support and involvement of all stakeholders, the AFP and the entire government must be able to understand the behaviors, attitudes, perceptions and beliefs of all sectors of the Philippine society towards peace and development, and all underlying issues that prevent the country from attaining it. Due to the country’s diversity, a “one-size-fits-all” solution doesn’t simply work to hammer out peace and usher in development. A comprehensive study- a social marketing research is needed to understand the people’s goals and aspirations vis-à-vis their apprehensions concerning peace, security and development. Many programs and interventions in the past fizzled out because they failed to factor in the different socio-political and socio-economic impacts on the target beneficiaries and communities. Most of these interventions were directed only at symptoms and not the root causes of the problems. They targeted only what was visible and failed to unearth the essential ones. They addressed only the observable manifestations of behavior and overlooked what is underneath. As a result, the problem continues to follow a vicious cycle. The government and the military ought to learn how to address issue using behavioral change lens- in a more dynamic, inclusive, consistent and sustainable manner.



[i] http://samucommunications.com/why-cant-you-sell-brotherhood-and-rational-thinking-like-you-can-sell-soap/
[ii] The Future of Social Marketing by Olivier Serrat. https://www.adb.org/sites/default/files/publication/27593/future-social-marketing.pdf
[iii] https://www.amsrs.com.au/about/definition-of-market-and-social-research