Advocacy Marketing: Toyota's secrets for partnering with trendsetters to create passionate brand advocates

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Journal of Sponsorship Volume 1 Number 3

Advocacy Marketing: Toyota’s secrets for
partnering with trendsetters to create
passionate brand advocates

Jennifer Savary
Received (in revised form): 23rd January, 2008
Brand Dogs, 14 Voyage Street, Suite 1, Marina Del Rey, CA 90292, USA
Tel: ⫹1 949 295 3606; E-mail: jen@brand-dogs.com

Jennifer Savary has been generating pas-             that focuses on building connections with con-
sionate relationships between hard-to-reach          sumers and turning customers into advocates.
consumers and blue-chip brands for over a            The 2006 launch of the FJ Cruiser is a
decade, most recently as the Senior Strategist       powerful example of how to create, manage
at Toyota Motor Sales, USA. While at Toyota,         and measure these modern marketing initia-
Savary led multiple vehicle launch teams, one of     tives using focused objectives-based marketing
which created the avid fan base for the FJ           methods.
Cruiser among hardcore off-roaders. An innova-
tive thinker and proactive problem solver, Savary    Keywords: advocacy marketing, objec-
authored the ‘objective-based marketing (OBM)        tives-based marketing, return on objec-
strategy’, and designed the ‘return on objec-        tives, consumer engagement, metrics,
tives’ measurement system that Toyota currently      measurement, community, strategy
uses on over US$100m of marketing initiatives.
Savary developed her addiction to big chal-
lenges and smart solutions early in her career at    INTRODUCTION
Price Waterhouse, with clients such as Marriott,     Imagine looking around a campfire in a
JC Penny’s and Bell South. The excitement of         remote town in the Colorado mountains.
bringing proven results to other clients is          Every person there has spent hours on-
what convinced her recently to found Brand           line, communicating and planning this
Dogs, her OBM strategic marketing consultancy.       trip. Each has driven for hours or days
Savary earned her BA from Cornell University         to gather and celebrate their new passion.
and an MBA from University of Southern               Four owners dedicated 11 months to
California. In her spare time she further indulges   organising the event — with no cor-
her love of challenges by training for marathons     porate involvement. Five hundred en-
and iron-distance triathlons.                        thusiastic fans, gathered together from
                                                     33 states and four countries uniting to
                                                     celebrate one thing — a brand new
ABSTRACT                                             product. How does such a powerful
It is becoming increasingly difficult to make an     spontaneous owner phenomenon come
impact with consumers. Brands of all sizes are       to be? This is the story of how Toyota
struggling as traditional marketing efforts be-      worked — way behind the scenes — to
come more expensive and less effective. Toyota       make this happen.
Motor Sales, USA has addressed this problem             Marketers today must begin all new
with an innovative new marketing approach            campaigns by asking the question: ‘What

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                            are we trying to achieve?’. What do we               raw number of consumers who were
                            want the consumer to feel, think or do as            aware of the product.
                            a result of this particular marketing initia-           Today, the job is more complex. Cus-
                            tive? In modern marketing communica-                 tomers are cynical, better educated and
                            tions, this simple step is often a challenge         often sceptical about what companies say
                            in itself. Many readers will simply state            about their brands. Product choice is
                            ‘buy my product’ in answer to the above              proliferating in most categories and pur-
                            question, and shake their heads at the               chase motivations are evolving. Tradi-
                            author’s naivety, but even this self-evi-            tional media channels (television, print
                            dent truth bears re-examination. Brands              and radio) are more expensive and less
                            that shout ‘I exist’ and ‘Buy me now’                able to deliver the audience. Many brands
                            before the consumer is receptive can                 are turning to the internet, but the cus-
                            actually work against themselves. This               tomary ad unit model is not breaking
                            presumptive focus is similar to being inap-          through. Advertising messages are con-
                            propriately propositioned by a very new              stant, and consumers are near-genius at
                            acquaintance. A common reaction to such              blocking the ones they do not want to
                            a proposition is to ignore the extremely             consume.
                            forward suggestion and person, and avoid                These developments have forced today’s
                            them at all costs in the future. A classic           marketer into a world with new rules of
                            example of this was the introduction                 engagement. Brands must now forge an
                            of New-Coke in the 1980s. Marketing                  emotional connection with the consumer.
                            powerhouse Coca–Cola failed to respect               Marketing messages must show how a
                            the relationship consumers had with their            product is relevant to a consumer. Cam-
                            brand and the classic formulation, and the           paigns need to evoke affinity and create a
                            result was a wholesale rejection of the              ‘that brand is like me’ sentiment. Brands
                            new product. This is often what happens              need to show future customers not just
                            to brands today when they focus ex-                  how a product meets their needs, but
                            clusively on return on investment (ROI)              how the product integrates into their life
                            marketing. Where is the dinner? The                  and how the brand reflects their values
                            dancing? The fine bottle of wine? Today’s            and reinforces their self-image. Ultimately,
                            marketing professionals have to be pre-              this has to be done in such a way that
                            pared to deliver the romance in order to             entices the target to ‘pull’ the message,
                            close the deal.                                      acknowledging that this savvy group is
                                                                                 able to avoid any message ‘pushed’ at
                                                                                 them, if they so choose.
                            CHALLENGE                                               Fortunately, the discipline of sponsor-
                            The modern marketing task has changed.               ship and engagement marketing is ideally
                            Some years ago, marketing departments                and perhaps uniquely suited to this
                            were primarily charged with generat-                 challenge. Engagement marketing profes-
                            ing awareness. The theory ran that if                sionals know that this discipline surpasses
                            companies tell enough people about a                 other forms of marketing in inspiring
                            product, some percentage of the popula-              passion and loyalty, creating a sense of
                            tion will make their way through the                 shared values and turning fans into
                            stages of the purchase funnel and buy the            brand advocates. The challenge lies in
                            goods. If a brand manager wanted to                  demonstrating this intuitive knowledge
                            increase sales, their primary tactic was to          to the ‘C-level’ executives and brand
                            message louder, in order to increase the             managers.

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SOLUTION                                          The many possible replies to this question
In the early part of 2003, Toyota launched        can overwhelm clients and agencies. In
its Scion marque in the USA with                  addition, if every response is different,
enormous success to a young trendsetting          brands will end up with a myriad of
audience. The Scion launch was a                  different objectives and still no clear way
classic new-marketing approach: little            to measure results and compare pro-
mass media, no upfront television, with a         grammes. Therefore, it is necessary to
focus on community and pull messaging.            employ an organising framework to bring
From this experience, Toyota learned how          clarity to the confusion.
to connect deeply with a target, find and
speak passionately to niche markets, and
turn customers into advocates. Soon after         ENGAGEMENT FRAMEWORK
the launch of Scion, Toyota began to try          For this purpose, Toyota uses the engage-
and apply these lessons to the larger             ment framework (see Figure 1) to group
Toyota brand. Because of the much larger          and classify the different business objec-
scope and different business needs of the         tives it has established for vehicle market-
parent brand, it quickly became apparent          ing. For some launches, the business goal
that Toyota needed a systematic approach          is to create impressions (Level I: ‘See’).
to creating and measuring these cutting-          On the other hand, if a vehicle is later in
edge new programmes. It was vital that            its lifecycle, the marketing goal might be
the new framework supported and al-               to obtain a large number of test drives
lowed for innovation and creativity,              (Level II: ‘Touch’). The framework also
but also provided consistency to allow            encourages and allows for programmes
management to understand the portfolio            that are less traditional, for example, a
of new marketing programmes. The                  campaign to educate consumers (Level
result is called ‘objectives-based market-        III: ‘Understand’), or a plan to build
ing’ (OBM), which Toyota now uses to              online advocates (Level V: ‘Do’). Market-
develop marketing goals for its vehicles          ing campaigns should focus on one,
and measure programme results. The                two or, at most, three specific business
remainder of this paper is an introduction        objectives.
to the concepts of OBM, followed by a
comprehensive case study illustrating their
use.                                              RETURN ON OBJECTIVES
                                                  In order to evaluate and compare
                                                  programmes that have different goals,
OBJECTIVES-BASED MARKETING                        Toyota also needed to develop a new
OBM states that the first step in develop-        measurement system. Return on objec-
ing a campaign is for everyone to agree           tives (ROO) applies the OBM theory to
the objective of that campaign. Once the          the measurement and reporting challenge.
objective is determined, the strategy,            Each level is assigned a clear and
channel selection and metrics are then            repeatable set of metrics. As a result, all
crafted to achieve that objective and             Toyota campaigns that are Level II:
measure success. While this approach may          ‘Touch’ use the same metrics, such as the
sound self-evident, shifts in the larger          percentage of event attendees who visit
marketplace have made answering the               the Toyota booth, and are therefore
question: ‘What are we trying to achieve?’        comparable to other ‘Touch’ programmes.
far more complicated than ever before.            Toyota ends up with approximately three

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  Figure 1 Toyota’s                                                           Create advocates

  engagement
                                                  'Do'                      key — inspire to action
  framework                                                                   Not just feel — DO

                                                                                Brand promoter
                                                 Level V

                                                                          Emotional connection

                                                 'Feel'                       Shared values

                                                                           This brand is like me

                                                Level IV                    Sentimental/affinity

                                                                                Trail drives

                                                                              Educate/inform

                                            'Understand'                  Product feature education

                                                                            Brand attribute exhibit

                                                                          Capabilities demonstration
                                                 Level III
                                                                           Interactive vehicle display

                                                                                Interactions

                                                                                w/Footprint
                                               'Touch'
                                                                          w/Specific experiences

                                                                         w/Static vehicle displays
                                                 Level II                Micro site hits/open rate

                                                                               Shuttle drives

                                                                               Impressions
                                                                                Impressions

                                                 'See'                        Onsite signage

                                                                        Advertising inclusion — logo

                                                 Level I                    PR/media coverage

                                                                         Web/direct logo inclusion

                            to five metrics per objective level. These              has saved agency fees and allowed Toyota
                            metrics can then be used to communicate                 to allocate its resources where they are
                            with management, agency partners and                    most needed. But the most important
                            sponsorship properties.                                 illustration of the power of OBM is a true
                                                                                    to life example of how these constructs
                                                                                    made a major difference to Toyota’s
                            OTHER INDUSTRIES                                        business.
                            The unique nature of Toyota’s business
                            and the automotive industry generally is
                            what led Toyota to select these five objec-             CASE STUDY — FJ CRUISER TRAIL
                            tive levels. It is important to note that               TEAMS
                            different brands and product types may                  The following case study details how
                            require their own set of marketing objec-               Toyota Motor Sales USA, Inc used OBM
                            tives and therefore their own version of                and the engagement framework to launch
                            the engagement framework. For instance,                 the FJ Cruiser to hardcore off-roading
                            a financial services company that spends a              enthusiasts in 2006. The sceptical target
                            large part of its budget targeting specific             audience needed to be convinced about
                            high net worth individuals might omit                   FJ Cruiser’s capabilities and commitment
                            ‘Touch’ and add a new level — ‘Entice’                  to the sport, but once Toyota had their
                            — to classify those initiatives.                        buy-in, the tight-knit, highly-connected,
                               OBM has created a vocabulary that                    off-roaders were ready and willing to
                            senior management is comfortable with,                  evangelise.

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             Toyota Engagement Framework: Objective Setting & Performance Tracking                                                                                                       Figure 2 Sample
                                                Sample objectives                     Sample tactics                         Sample metrics

                                                                                                                    Blogs authored
                                                                                                                                                              Methodology
                                                                                                                                                                                         OBM programme
                  Create advocates
                                              Inspire XXX blogs authored     Influencer marketing                   Consumer content posted          Blog trolling
  'Do'               'Evangelise'
                                              XX owner events organized      Amateur athlete teams sponsored        Owner events created             Observation                         planning worksheet
                 Key — inspire to action                                     Contingency programmes                 LifestyleEditorial Press (MEV)   MEV analysis
              Brand promoter/owns the brand                                                                         MySpace Friends                  Online Sentiment Research
  Level V                                        ‘act — advocate or buy’
                                                                                                                    Vehicles bought                  RDR match
                                                                                                                    Affinity index
                Emotional Connection            XX% of attendees show        Lifestyle integration                  Value alignment scale            Survey — on site
                     Shared values              a increase of Y points       Trail/authentic drives                 Net promoter index               Pre/post or test/control
  'Feel'
                  This brand is like me         on Affinity Index            Supporting causes imput to target                                       Collect surveys onsite
                       Sentiment                                             Illustrating values shared by target   Loyalty measures                 Collect e-mails, survey follow up
                        Trail rides                                          Sharing in powerful moments                                             Hand out incentives to revisit
  Level IV                                        'desire/covet' — intent
                                                                                                                    Methodology: Survey

The OBM process                                                             selected. When faced with a logic-
                                                                            oriented target with strong rational pur-
• set objectives                                                            chase motivations, or a sceptical target
• decide tactics                                                            with product doubts, Toyota might utilise
• establish relevant metrics to quantify                                    a Level III: ‘Understand’ strategy.
  success                                                                      In order to select a launch strategy for
• design a methodology to learn both                                        the FJ Cruiser, Toyota looked at three
  during and after the programme.                                           factors. First, the business role of FJ
                                                                            Cruiser was to be a niche-market vehicle,
Figure 2 shows an OBM planning                                              highlighting Toyota’s off-road capabilities
worksheet which can be used to facilitate                                   and heritage in the truck space. In
this OBM process. This case walks                                           preparation for the launch of the Tundra,
through each of the four steps in Toyota’s                                  Toyota needed to firmly re-establish its
OBM process. While the FJ Cruiser                                           credibility as a leader in the 4 ⫻ 4
launch is a Level IV/V programme, the                                       category. The second factor is a clearly
same steps would apply for programmes                                       defined target audience. The launch
on any of the objective categories (see                                     team selected true influencers within the
Appendix).                                                                  off-roading community: ‘wheelers’, for
                                                                            whom off-roading is a sport of passion
Set objectives                                                              and the 4 ⫻ 4 is an essential piece
When faced with a new marketing chal-                                       of equipment. With the off-roader’s
lenge, Toyota starts by selecting between                                   knowledge of vehicle capabilities, they are
one to three objective levels. This deci-                                   the most likely to be trusted by others as
sion is based on three factors:                                             a credible word-of-mouth source about
                                                                            vehicle features. It was believed that if
• business needs;                                                           these true off-roaders became FJ believers,
• a clear understanding of the target;                                      they would adopt the FJ as their own, and
  and                                                                       evangelise on behalf of Toyota for years to
• the attributes of the product itself.                                     come. The last factor in deciding objec-
                                                                            tives is honest evaluation of the product
For example, a launch programme for an                                      itself. In this case, early focus groups
undifferentiated product with low aware-                                    showed that there was concern about the
ness would start as Level I: ‘See’. If a                                    striking image of the truck. Toyota
vehicle has observable feature/benefit                                      needed to proactively address the finding
advantages over its competitors, a simple                                   that many customers thought the FJ was
Level II: ‘Touch’ programme could be                                        too pretty to get dirty, and that it would

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  Figure 3 FJ
                                                            Objective
                                      Create advocates
  Cruiser objectives
                                                            ‘Do’     Inspire off-roaders to share their passion around FJ
  mapped to
                                       ‘Do’                          Cruiser and unite in person or via a social network.
  engagement                           Level V
  framework
                                   Emotional connection
                                                            ‘Feel’   Allow influential off-roaders to prove to themselves that
                                      ‘Feel’                         Toyota and FJ ‘share my values’ and ‘fit my lifestyle’.
                                       Level IV

                            hit the market and fade out in 18 months             ing the launch goal and objectives, Toyota
                            as a ‘fad’.                                          and its partner agencies built an in-
                               Based on this analysis, the launch team’s         tegrated launch plan to reinforce the
                            overall goal was established: ‘to ignite the         capabilities message across media channels
                            love affair with FJ Cruiser and Toyota               and marketing disciplines. Tactics were
                            Trucks’. In order to do that, the team               evaluated based on their ability to deliver
                            needed to inspire passion within the                 the emotional resonance and advocacy
                            influencer community and generate a                  needed to achieve the Level IV/V
                            capability and authentic heritage image              programme goals. As a result of this
                            for the brand. The team selected the                 focused conversation, sponsorship and
                            following two objectives: ‘Do’ — inspire             engagement marketing activities were
                            off-roaders to share their passion around            selected as the centrepiece of the launch
                            FJ Cruiser and unite in person or via a              campaign. Because the goal was advocacy
                            social network; and ‘Feel’ — allow                   and not large-scale awareness, no televi-
                            influential off-roaders to prove to them-            sion and little general market print were
                            selves that Toyota and FJ ‘share my values’          in the plan — the fate of the launch truly
                            and ‘fit my lifestyle’. See Figure 3 for the         rested on engagement marketing.
                            objectives mapped to the engagement                     The sceptical and long-time Jeep-loyal
                            framework.                                           off-roading community needed to see
                               Once agreed upon, clear objectives                the capabilities of the truck first-hand to
                            served an even greater purpose. This                 be convinced. Toyota’s activation agency
                            approach enabled an upfront dialogue                 George P. Johnson helped to develop the
                            with management, setting clear expecta-              FJ Trail Teams: a grassroots sponsorship
                            tions and sign-off milestones. In addition,          and activation programme that would win
                            the clear objective framework facilitated            over this hardened community, one trail
                            conversations with agency partners, par-             at a time. Toyota also re-established its
                            ticularly in the unbundled world of                  active sponsorship of the Toyota Land
                            sponsorship, where a client may be trying            Cruiser Association. It sponsored and par-
                            to manage multiple channel partners and              ticipated in local grass-roots trail runs
                            activation agencies towards the same                 across the country. Key events were iden-
                            communications goals.                                tified on nearly every major trail around
                                                                                 the country, and Toyota sponsored or
                            Determine tactics                                    supported them all. Every aspect of the
                            The second step in the OBM process is to             programme was crafted to reinforce the
                            build an execution strategy. After identify-         belief that Toyota is an authentic partner

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                                                                                                      Figure 4 Photos of
                                                                                                      FJ Cruiser Trail
                                                                                                      Team Activation
                                                                                                      2007

in the off-road world; from the high-end,         agreed and easily understood framework
multi-tool premiums that were distributed         of objectives cuts through much of that
to the technical trail-riding videos posted       frustration, and provides an unemotional
on the internet. Even the staffing process        basis for good creative decisions. For
was reversed; rather than hiring tradi-           example, while building Trail Teams,
tional mobile marketing staff and training        there was a consistent charge by the
them in off-roading, The Trail Teams              client to focus on reaching the true
staff was recruited from existing off-road        influencer in the wheeling community.
communities — and trained in mobile               At one point, the agency partners raised
marketing. Throughout the programme,              the understandable concern that the
FJ Trail Teams shared campgrounds with            reach of the proposed programme might
the community, giving away BBQ food               be too limited, with a relatively small
and putting on free movie nights — all            number of impressions. Using the en-
activations that were hyper-relevant to           gagement framework, the team was
this target audience.                             empowered to examine the explicit
   Throughout the development of these            programme objectives. They determined
tactics, the engagement framework was             that touching fewer, but highly pas-
a powerful catalyst for communication             sionate, influential consumers would
between client and agency. It is easy to          better meet the stated objectives, rather
waste considerable time and money                 than crafting a programme that would
caught in frustrating back and forth              reach a wider, but far less passionate and
conversations when creating these types           emotionally involved audience. Because
of marketing actions. Having a mutually           all parties had agreed upfront on

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  Figure 5 New                                              Objective                             New metrics
  metrics developed                  Create advocates       ‘Do’     Inspire off-roaders to       Advocacy index
                                                                     share their passion
  using engagement
                                       ‘Do’                          around FJ Cruiser and        Owner clubs established and
  framework
                                       Level V                       unite in person or via a     owner events held
                                                                     social network.

                                   Emotional connection     ‘Feel’   Allow influential off-       Affinity index
                                                                     roaders to prove to
                                     ‘Feel’                          themselves that Toyota       Trail drives

                                      Level IV                       and FJ ‘share my values’
                                                                     and ‘fit my lifestyle’.

                            programme objectives, it was easy to                   of these new programmes. As discussed
                            converse about the goals of the launch                 above, crafting a programme which
                            and make the difficult trade-off decisions.            sacrifices the number of impressions
                            As a result, there was a consistent, fast              in order to achieve a deep emo-
                            and open dialogue between agency and                   tional connection was a difficult decision
                            client about specific tactics, without                 for both the client and agency. The
                            confusion or expensive and wasteful                    team needed to focus on accurately
                            reworking of the plan.                                 capturing and reporting success against
                               Once it reached the marketplace, FJ                 the stated objectives, and intentionally
                            Trail Teams was everything new sponsor-                evolve beyond the traditional ‘impres-
                            ship marketing should strive for: credible             sions’ measurements that have long been
                            word-of-mouth messages were flowing,                   the staple of sponsorship discussion.
                            authentic viral content was being gener-                  This was the genesis of Toyota’s ROO
                            ated, communities were being created . . .             measurement system. ROO measures
                            yet, even with all this success, the pro-              how effective a given campaign has been
                            gramme could have been on the chop-                    in achieving that programme’s stated
                            ping block. The traditional, but outdated,             marketing objectives. ROO acknow-
                            metrics of cost per drive and impressions              ledges that, for some programmes, the
                            generated were not meeting the legacy                  number of logo impressions might be the
                            benchmarks. In order to justify the in-                correct metric — for example, if that
                            vestment and measure the Trail Team’s                  programme is a Level I ‘See’, it should be
                            success, Toyota needed to evolve its tradi-            focused on generating logo awareness.
                            tional approach to metrics and measure-                But, if the campaign is focused on
                            ment.                                                  creating emotional connections with a
                                                                                   specific niche target, then the appropriate
                            Metrics and measurement — Return on                    metric for that campaign is a measure of
                            Objectives (ROO)                                       the target’s change in emotional connec-
                            Once all parties have acknowledged                     tion. Metrics need to be built as the result
                            shared objectives, established relevant                of a clear understanding of the pro-
                            platforms and activation programmes,                   gramme objectives. ROO also serves as an
                            there is a third step in the OBM process:              alternative to the traditional ROI metric,
                            measuring and reporting the effectiveness              which tries to attribute a set number of

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                                 FJTT progress report as of 9/11/07                                                                                      Figure 6 Sample
                                                Gate I Focus: Generate advocates,
                                                                       Advocates, influence
                                                                                   Influence and act
                                                                                                 Act                                                     OBM progress
                                 ●   Realise a 30% increase in the advocacy index at Trail Team attended events vs. similar unattended control events.   report
   Create ADVOCATES/EVANGELIZE
  CREATE  advocates/evangelise             ● Gate 1 (4- wheel events) —
                                                                      – 48% increase to date.
            “DO”
            ‘DO’
            Level V
                                           ● Inspire FJ owners to host 4 owner events within a 12 month time period.
                                           ● To date, 26 owner events have been identified.

     EMOTIONAL
       Emotional CONNECTION
                 connection      ● Realise a 30% increase in the affinity index at Trail Team attended events vs. similar unattended control events.
                                                                                                                                               ents.
                                         ● Gate 1 (4-wheel events) —
                                                                   – 63% increase to date.
                                 ● Encourage 5,760 (13%) attendees to share in the trail run experience with the FJ Trail Teams.
           “FEEL”
           ‘FEEL’
            Level IV
                                         ● Trail Teams have conducted 3,740 trail runs to date.

units sold to a given marketing pro-                                        and sponsorship work — often better than
gramme. Instead of forcing marketers to                                     traditional media channels. The only lin-
focus on immediate sales as a measure of                                    gering question is how best to gather and
success, ROO allows marketers to court                                      report the powerful ROO information.
consumers at each step of the purchase
process. Coupled with a clear engagement                                    Return on objectives methodology
framework, ROO empowers marketers                                           Everyone agrees on the objectives.
and agencies to justify the importance and                                  Management and partners are onboard.
success of campaigns which are vital to                                     There is a fantastic programme ready to
the brand and the consumer relationship,                                    launch. For the first time, everyone
but which may have longer payback                                           knows and agrees what success will look
horizons than the 60 or 90 days.                                            like and how it should be measured. The
   As previously mentioned, two primary                                     final step is to design a methodology that
objectives were established for the FJ                                      will allow accurate measurement of the
Cruiser during pre-launch brainstorming.                                    programme’s ROO.
As seen in Figure 5, two new metrics                                           One of the core ideas underlying ROO
were then designed to capture the                                           is the concept of measuring change. The
progress and success of the programme for                                   premise in OBM is that a group which
each objective.                                                             has been exposed to the given campaign
   This new approach provides the oppor-                                    will think, feel or act in a measurably
tunity to understand and report the direct                                  different manner than a group which has
impact of the sponsorship discipline on                                     not been exposed to that campaign. In
the consumer. In addition, because each                                     order to test how a particular marketing
level of the organising framework has a                                     action is impacting a group, it is helpful to
maximum of five metrics, the overall                                        have data on both the group that has been
number of metrics is limited to a few                                       impacted (test), and a group which was
easily understood and repeatable key in-                                    not exposed (control). After collecting
dicators. Once management knows and                                         this information it is a relatively simple
understands that limited set of measures,                                   process to compute the difference in the
the challenge of constantly proving return                                  responses. If the sample selection is done
is over. Engagement marketing profes-                                       well, researchers should be able to at-
sionals are finally able to demonstrate                                     tribute the delta between the two group’s
consistently that engagement marketing                                      opinions to the marketing message. This

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                            Table 1: Questions and results for FJ affinity index

                            IV: Emotional connections                                              Control events   Test events    % change

                            Auto manufacturers supportive of lifestyle as a . . . (unaided)
                            Toyota in top three mentions                                           34               66             94
                            Toyota not in top three mentions                                       66               34            –48

                            Statements about Toyota and FJ: agree/disagree (scale: 1–5)
                            ‘Toyota is a brand I trust’                                            3.2              4.0            25
                            ‘Toyota supports my lifestyle as a . . .’                              2.7              3.8            41
                            ‘FJ Cruiser suits my rugged lifestyle’                                 2.6              3.7            42
                            ‘FJ Cruiser is tough like me’                                          2.4              3.5            46
                            ‘Toyota enhances experience at events important to me’                 2.3              3.7            61
                            ‘FJ Cruiser suits my personality’                                      2.5              3.4            36

                            can be done in many ways: test and                                Toyota and FJ Cruiser, their affinity
                            control groups, pre- and post-, even self-                        and likelihood to advocate. The results
                            reported shifts. Ultimately, marketing suc-                       showed an astonishing impact on the
                            cess occurs when a change in beliefs,                             consumer and a clear return for Toyota.
                            knowledge, affinity or advocacy can be                              Figure 6 illustrates a standardised
                            directly correlated with exposure to a                            progress report showing these powerful
                            specific campaign.                                                results. Easy to understand reporting is
                               There are many ways in which to                                another benefit of clearly defined
                            capture data. Properties self-report atten-                       objectives and metrics.
                            dance and interaction figures. Activation
                            partners track traffic in the created                             Level IV — Emotional connection
                            footprint. Clever programmes include                              When FJ Trail Teams sponsored and ac-
                            photo opportunities and data capture                              tivated an event, off-roaders reported a
                            elements. There are third-party audits and                        nearly 63 per cent lift in the affinity
                            research partners as well. Each of these                          index, when compared with attendees
                            can have a role in measuring ROO, of                              at similar unsponsored and unactivated
                            course, depending on which category the                           events. Affinity index questions focus on
                            programme’s objectives fall into. FJ Trail                        measuring if the target believes this brand
                            Teams, as a Level IV/V programme,                                 is relevant to them and shares their values
                            utilised two distinct methodologies: on-                          (see Table 1). The second Level IV new
                            site research and the activation agency’s                         metric — authentic trail drives — was
                            self-reported results.                                            measured and reported by the on-site
                               FJ Trail Teams utilised a test and control                     activation partner.
                            model. The research partner chose three
                            pairs of events, which were similar in                            Level V — Create evangelists
                            demographics, region and event type.                              The change in advocacy index that resulted
                            Trail Teams activated at three of the                             from an FJ Trail Teams activation was
                            events and did not activate at their paired                       an impressive 48 per cent lift based on
                            counterpart. At all six events, participants                      the questions shown in Table 2. This
                            were surveyed about their feelings for                            weighted index is geared towards self-

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Savary

Table 2: Questions and results for FJ advocacy index

V: Advocacy                                                 Control events   Test events   % change

Likelihood to act (scale: 1–5)
‘Recommend any Toyota 4⫻4 to friend or relative’            2.9              3.8           31
‘Recommend FJ to friend or relative’                        2.4              3.7           54
‘Attend FJ Cruiser event’                                   2.3              3.4           48
‘Post positive news about FJ on forum or blog’              1.9              3.3           74
‘Start a conversation about FJ Cruiser’                     2.3              3.2           39
‘Start my own FJ Cruiser group or event’                    1.5              2.1           40

reported likelihood to act, rather than a shift      their social networks to create and organi-
in perception or emotion (see Table 2).              cally promote this owner event. This
   Toyota was delighted with these lifts.            amazing display of advocacy yielded an
These results clearly demonstrated that the          owner event with 426 people represent-
programme was working and that it was                ing four countries, 33 states and two
achieving both the stated FJ Cruiser ob-             provinces in attendance — and 186 FJ
jectives and increasing consumers’ belief            Cruisers (see Figure 8). The organisers
in the credibility of the overall Toyota             recently announced the dates for an even
brand — a nice ‘halo’ effect back to the             bigger and better Second Annual FJ Sum-
parent nameplate.                                    mit (see Figure 9).
   The power of Level V new metrics                    Toyota used these new metrics —
goes beyond these survey-based questions.            change in affinity index, advocacy index,
Level V programmes are created in order              authentic trail drives delivered and owner
to inspire an individual actually to do              events held — to accurately and satisfac-
something — blog, comment, start a                   torily measure and report the power and
conversation etc. As a result, Level V               success of the FJ Cruiser Trail Teams.
metrics are often independently observ-
able. In this instance, the programme
had an important, directly recognisable,             CONCLUSION
new metric: the number of people who                 Toyota reached new heights with the FJ
formed owner clubs and created new FJ                Trail Teams campaign. Customers exposed
owner events within a 12-month time                  to trail teams respond with ‘Toyota’ 75
period. Success was set at five new owner            per cent more often when asked what
clubs and four FJ owner events within a              brand they would consider as their next
year of the launch.                                  vehicle purchase. Walking the floor at a
   The team initially felt this was a tall           recent off-road expo in Southern Califor-
order, but has been astounded to learn of            nia, it was clear that the aftermarket
over 25 FJ Cruiser owner events as at the            community and off-roading consumers
time of writing (October 2007). The most             alike have embraced the FJ. There were
inspirational of these was the First Annual          equally as many FJ Cruisers as Jeeps on
FJ Summit, held in Ouray, Colorado (see              display at this hardcore consumer show
Figure 7). Toyota watched with delight as            less than two years after the product
an independent group of owners created               introduction. Ultimately, sales are strong
a community, put up a website and used               in all regions for a niche product that was

                 HENRY STEWART PUBLICATIONS 1754-1360 JOURNAL OF SPONSORSHIP VOL. 1. NO. 3. 211–224 APRIL 2008   221
Advocacy Marketing

  Figure 7 Screen
  capture of FJ
  Summit 2007
  (www.fjsummit.org
  homepage)

  Figure 8 Group
  photo of the First
  Annual FJ Summit,
  July 2007, Ouray,
  Colorado

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Savary

                                                                                                       Figure 9 Screen
                                                                                                       capture of FJ
                                                                                                       Summit 2008
                                                                                                       (www.fjsummit.org
                                                                                                       homepage)

launched to a sceptical audience with              finally, employing a standardised research
no television or mass print support. In            methodology. When employed correctly,
the autumn of 2007, Toyota produced a              this framework empowers marketers to
Trail Teams Special Edition in honour of           focus on delivering creative and effective
this outstanding marketing effort. The             solutions to their marketing challenges.
FJ launch team was successful in utilis-              The marketing task has changed.
ing the emerging field of engagement               Potential customers must be engaged in
marketing in a central strategic role to           a relationship long before they are
break through the clutter and confusion            in-market. They must be wooed gently,
of modern marketing messages.                      with relevant messages and carefully
   Modern marketing necessitates the               structured opportunities to interact. If the
blend of art and science. FJ Trail Teams           courtship is successful, the response of
illustrates how an innovative, powerful,           modern consumers is breathtakingly
consumer-facing programme must be                  powerful. They will go far beyond
built on a structured framework of clear,          purchasing a product — they will blog,
repeatable processes and disciplined               post, vlog, connect, talk, campaign and
measurement strategy. The OBM process              even market on the brand’s behalf. Yes,
begins by first setting clear objectives,          the challenge is harder, and the stakes
then developing resonate tactics, establish-       are higher, but the rewards are also
ing clear performance metrics and,                 greater.

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Advocacy Marketing

                            APPENDIX: ENGAGEMENT FRAMEWORK

                            Name        Level       Title               Example                         Colour key

                            Do          Level V     Create advocates    Key — inspire to action
                                                    ‘evangelise’        Brand promoter/owns the brand
                            Feel        Level IV    Inspire emotional   Shared value
                                                    connection          This brand is like me
                                                                        Sentiment
                                                                        Trail rides
                            Understand Level III    Educate             Product features
                                                                        Brand attributes/personality
                                                                        Capabilities demonstrations
                                                                        Ride-n-drives
                            Touch       Level III   Interactions        W/footprint
                                                                        W/specific experiences
                                                                        W/static vehicle displays
                                                                        Shuttle type drives
                            See         Level I     Impressions         On site/signage
                                                                        Advertising/logo placement
                                                                        PR/media
                                                                        Web/direct

                            䉷 Jennifer Savary, 2008.

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