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Rosann Spiro
Indiana University Bloomington
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Rosann L. Spiro
The Journal of Consumer Research, Vol. 9, No. 4. (Mar., 1983), pp. 393-402.
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Persuasion in Family Decision-Making
ROSANN L. SPIRO*
This study evaluates the influence strategies used by husbands and wives in
resolving disagreements concerning purchase decisions. It also identifies those
characteristics of the individuals and of the situation that affect the spouse's use
of influence. The results suggest that there are several socioeconomic and life-
cycle variables that discriminate among groups of individuals who vary not only
in the intensity of influence used, but also in the particular combination or mixes
of influence strategies used. The results also indicate that most partners' percep-
tions of each other's influence attempts do not agree.
BACKGROUND granted to the other spouse. For example, in return for au-
tonomy in a particular decision, one spouse may agree to
Influence Strategies give the other autonomy in another decision when slhe had
previously refused to do so. "If you do this, I'll do that"
As early as 1951, Strodtbeck (1951) attempted to mea- may be the most common type of bargaining attempt.
sure the relative power or influence of the husband and wife
using a procedure called the "revealed difference tech- Rewardlreferent influence is based on a combination of the
reward and referent power/influence typologies presented by
nique." First, he determined the position of each family French and Raven (1959). Reward influence is the influence
member on certain hypothetical questions; when there was based on an individual's ability to reward another-i.e., one
a difference of value, he asked the family to resolve the spouse may be able to reward the other by doing something
difference and observed their interactions. Strodtbeck found that the other would enjoy. Referent influence is the influence
that he could predict the ultimate decision by weighing the
- -
based on the identification or feeling of oneness (or desire
privately predetermined opinion of each participant by the for such an identity) of one person with another. Hallenbeck
total time slhe had spoken during their attempt to resolve (1966) suggests that referent influence in marriage stems from
the difference. Another experimental investigation was con- the desire of spouses to be like their concepts of the "ideal"
ducted by Kenkel (1963), who asked a sample of married husband or wife. Based on the initial interviews, these two
couples to decide how they would spend a hypothetical influence types were combined. It was determined during the
interviews that the things a spouse does to "reward" the
$300 "gift." Using Bales' interaction process categories, other are usually those things which, in the view of the other,
Kenkel found that there were significant differences in the an "ideal" husband or wife should do. For example, one
amount and type of verbal comments made by the husbands spouse can be very "loving" to or buy a gift for the other
and wives. in anticipation of trying to influence hirnther.
In 1966, Hallenbeck suggested that the French and Raven
(1959) paradigm of influence and power could be used as Emotional influence attempts are influence techniques that
involve displaying some emotion-laden reaction. For exam-
a conceptual base for influence research in the context of ple, one spouse may get angry at the other. These attempts
family decision-making. The French and Raven paradigm are often nonverbal techniques. For example, one spouse may
suggests that the use of influence is most effective-whenan cry or pout, and another may use the "silent treatment."
influence strategy is chosen that is consistent with the basis
of social power. Impression management encompasses premeditated persu-
Although French and Raven deal with important aspects asive attempts to enhance one's influence differential in a
dyadic relationship (Goffman 1959; Miles and Perreault
of influence and power, their paradigm is not (intended to 1978; Tedeschi, Schlenker, and Bonoma 1973). For exam-
be) comprehensive (Patchen 1974). Other types of influence ple, one spouse may claim that the other's preferred brand
strategies that appear to be equally relevant to family de- was "out-of-stock" when, in fact, it wasn't. The objective
cision-making have been proposed and studied. For ex- is to convince the spouse to attribute the influence attempt
ample, Safilios-Rothschild (1969) examined some of the to external pressures beyond the influencer's control.
more emotion-laden persuasion attempts, such as crying
and pouting, and ~ a v i (1976)
s considers another, compro- Individuals may use different combinations of influence
mise. strategies simultaneously during their attempts to persuade
To determine which types of influence strategies are most one another (Miles and Perreault 1978). Therefore, the fo-
commonly used and should warrant primary research atten- cus of this investigation will be on the spouse's use of
tion, different types of possible influence strategies were an influence strategy mix, as opposed to individual influ-
discussed with 20 couples. Based on these interviews and ence strategies per se.
the influence literature: the focus of this research is directed
to the use of six different influence strategies: Strategy Determinants
Expert influence is reflected in the spouse's enumeration of A greater understanding of the use of influence can be
specific information concerning the various alternatives. For achieved by considering the characteristics of the individ-
example, one spouse can try to convince the other that s/he uals involved and of the situation in which the influence
is more knowledgeable concerning the products under con- attempt takes place. The marketing and sociology literature
sideration by presenting detailed information about various presents a number of variables that are hypothesized to
aspects of these products. affect the family decision-making process.
Legitimate influence deals with one spouse's attempts to draw Blood and Wolfe (1960) suggest several personal char-
upon the other's feelings of shared values concerning their acteristics in their "resource theory," which assumes that
role expectations. Therefore, the spouse's influence is based the comparative resources of the husband and wife deter-
on the shared belief that s/he should make the decision be- mine the balance of power. These resources consist of ed-
cause s/he is the "wife"/"husband." For example, the hus- ucation, income, competence, personal attractiveness, the
band can argue that since he is the "man of the house," he performance of each partner in the various roles of home-
should make a particular decision.
maker, companion, and sex partner, and so on. For ex-
Bargaining involves attempts by one spouse to turn the joint ample, the greater the relative amount of income that a
decision into an autonomous one in return for some favor spouse contributes to the marriage, the greater his or her
PERSUASION IN FAMILY DECISION-MAKING
decision-making power might be; as another example, to participate. To qualify, the couple had to have pur-
Blood and Wolfe (1960) found that wives lose influence chased--or thought about purchasing-a piece of furniture
during the child-rearing stage of the family life cycle. This or a major durable in the previous three months. Furniture
is consistent with Sheth's (1974) theory of family buying and major durables were selected because several studies
decisions, in which he includes a life cycle construct. have indicated that decisions to purchase these items tend
Heer's (1963) "exchange theory" is similar to Blood and to be made jointly by husband and wife (Davis and Rigaux
Wolfe's "resource theory," except that Heer introduces the 1974). In addition, some disagreement between husband
idea of marriage alternatives. he spouse who could most and wife with regard to their actual (or considered) purchase
easily find another spouse as desirable as his or her current was'required. This disagreement might have concerned any
spouse has another source of power, in that slhe has poten- of a number of issues-whether or not to make the pur-
tially acceptable alternatives. The hypotheses that will be chase, how much to spend, brand, style, and so on-and
examined are: it could have been perceived as either a major or a minor
disagreement. The degree of disagreement is not distin-
HI: The life cycle variables of age, education, in- guished in this study, but the importance of the decision to
come, number and age of children, whether the each individual is measured. because it was felt that the
wife is employed, and how much income she latter had a greater impact upon the amount and mix of
contributes are significant determinants of the use influence strategies used. Moreover, the disagreement could
of an influence strategy mix. have occurred at any time in the decision process. Although
H2: The degree of satisfaction with the marriage is a it would be useful to identify disagreements at various
significant determinant of the use of an influence stages, this was not done because it is more difficult to
strategy mix. remember the stages of a decision-making process that oc-
curred as much as three months in the ~ a s than t it is to
Several researchers have suggested that a traditional fam- remember the process in general.
ily life style and ideology is an important determinant of Of the 688 couples contacted, 179 couples (26 percent)
the spouse's degree of influence in decision-making. Strodt- had jointly purchased or considered purchasing a major du-
beck (1951) found that cultural differences with respect to rable in the previous three months, Of those, 88 percent
the role o f females were related to differences in decision- said that there had been disagreements in their decision-
making. Kenkel (1963) found that the degree of influence making. This suggests that joint decisions to purchase major
in family decision-making is related to traditional life style durables are, in fact, frequently accommodative in nature.
in terms of spouses' roles. Davis (1976) also suggests that Thus 158 couples "qualified" and were asked to partici-
a traditional role ideology specifies large authority differ- pate. Sixty-two percent of the couples who qualified were
ences between husband and wife. willing to participate in the study.'
H3: A traditional family ideology and gender are sig- ~ ~ p o i n t m e nwere
t s made to visit the subjects in their
nificant determinants of the use of an influence homes. During the visit, each person was given a ques-
strategy mix. tionnaire to complete and instructed not to confer with one
another. Ninety-eight couples (N = 196), all of whom
In addition, Sheth (1974) has suggested that the greater the agreed that there had been a disagreement, completed the
importance of the specific buying decision, the more likely questionnaire.
it is to be made jointly by all members of the family: The questionnaire contained four different types of items.
H4: The importance of the decision is a significant The first was a series of Likert statements for the five in-
determinant of the use of an influence mix. fluence scales. These measured the extent to which each
person claimed to have used the various types of influence
Finally, couples who try to avoid conflict (Blood 1960) will in resolving their disagreement. The second was a similar
use more of the subtle strategies, such as rewardlreferent series of Likert statements that measured the extent to which
influence: one spouse perceived the other to be using each of the
H5: The desire to avoid a conflict is a significant de- different types of influence. Table 1 provides summary in-
terminant of the use of an influence strategy mix. formation and a sample statement for each of the influence
scales. For each scale, all of the items were positively in-
tercorrelated and correlated significantly with the appropri-
METHOD ate overall scale (but not with other scales), increasing the
reliability. The composite scores were computed as the av-
Data Collection
Data for this study were collected from a sample of hus-
bands and wives selected randomly from the telephone di- 'Fourteen percent (26 X 88 x 62) of those originally contacted par-
ticipated. Neither the 23 percent (26 x 88) of those contacted who "qual-
rectory of Knoxville, Tennessee. The couples were first ified" nor the 62 percent who agreed to participate are necessarily a re-
contacted on the telephone to determine whether or not they presentative sample of their respective population segments. When gen-
"qualified" for this study and whether they were willing eralizing from the results, this caveat should be kept in mind.
THE JOURNAL OF CONSUMER RESEARCH
TABLE 1
INFLUENCE STRATEGY MEASURES
Mean
Mean item reliability
Number of scale coefficient
Influence scale items items Sample Likert item correlation alpha
erage of the responses to the statements associated with a effect bias, the statements for the different scales were ran-
scale. domly intermingled on the questionnaire.
The third set of items consisted of a series of Likert
scales used to test the hypotheses:
Statistical Procedures
A four-item scale measured the importance of the
purchase to each spouse. The objectives of the analysis were to (1) identify the
influence strategy mixes used by husbands and wives, and
0 A six-item scale, developed by Levinson and Huff- (2) test the significance and nature of the relationship be-
man (1955), measured the extent to which each tween these influence mixes and the socioeconomic and
spouse believed in "traditional" family ideology, attitude determinants. The first stage of the analysis used
e.g., "some equality in marriage is a good thing, Howard and Harris' clustering algorithm (1966) to develop
but by and large the husband ought to have the main an empirical taxonomy of the husbandtwife influence
say in families." mixes. The objective was to identify taxonomies of indi-
viduals so that those within a group exhibited a similar
A three-item scale measured how "good" each
pattern of use on the six influence strategies, while the
spouse perceived their marriage to be, e.g., "our
marriage is a good one." strategy mix profiles of the groups were distinct. Both hus-
bands and wives could be included in any of the groups,
Factor analysis confirmed the intended structure on the but a husband and wife married to one another were not
scales (the item scale correlations were all above 0.60). necessarily in the same group. Each spouse was classified
One item measured the extent to which the individual based on individual actiow2
"gives in" in order to avoid a conflict. Scores consisted of In the second stage of the analysis, the demographic data
the mean for each scale. and attitude characteristics were viewed as simultaneous
The fourth set of items consisted of a number of life antecedent determinants of each spouse's choice of an in-
cycle items, such as age, education, income, percent of fluence strategy mix. Multiple discriminant function anal-
income contributed by the wife, number of children, and ysis was used, with the spouses' influence mix groups as
age of youngest child. the dependent variable and with the demographic data and
Before completing the questionnaire, each spouse was attitude characteristics as the independent variable.
instructed to think of the disagreement that had occurred
during the identified purchase; slhe then responded to each
item by indicating level of agreement on a five-point scale =Pastliterature and the above conceptualizationssuggest that husband1
wife influencemight better be studied as a dyadicprocess-i.e., the couple
(from "strongly agree" to "strongly disagree"). To reduce should be the unit of analysis-but the small sample size prohibited this.
acquiescencebias, some statements were worded negatively However, individual analysis can offer insights that may be supported by
and thus were reverse scored for analysis; to reduce order data bases that permit a more direct analysis of couples as a unit.
PERSUASION IN FAMILY DECISION-MAKING
TABLE 2
INFLUENCE SCALE MEANS BY STRATEGY MIX
Legitimate
Bargaining
Rewardlreferent
Emotional
FIGURE A
MEAN INFLUENCE STRATEGY SCORE PROFILES BY STRATEGY MIX
BARGAINING
REW ARDlREFERENT
EXPERT
EMOTIONAL
LEGITIMATE
tMPRESStON MANAGEMENT
NOTE: -- I..*
e..........
NCJN-NFLWER~
LWrrWFUENQRB
Strategy Mix Patterns ence strategy agreed as to the importance of the decision,
this was also true for couples that used different influence
If the wife uses one type of strategy mix, is the husband strategy mixes.
more likely to use any one of the influence mixes rather
than another, or vice versa? Table 3 provides the frequen- Awareness of Influence Attempts
cies with which the couples display different combinations
of influence strategy mixes. Because of the number of pos- One set of scales measured each spouse's perceptions of
sible combinations and the low expected frequencies in any his or her partner's influence attempts. The items on these
one of the categories, a statistical analysis was not con- scales were the same (but stated in the third person-"he
ducted. Yet it is interesting to note that of the three cate- tried," "she tried") as those on the self-report influence
gories that contained 10 or more couples, two are patterns scales. By comparing the individual's perception of his or
where the husband and wife use the same influence strategy her spouse's influence attempts with those reported by the
mix: there were 19 couples in which both spouses used the spouse, it becomes apparent that most subjects did not per-
"Light Influence" mix, 12 in which both were "Non- ceive their spouse's influence attempts to be the same as
Influencers," and 10 in which the wife was a Non-Influen- those self-reported by the spouses. In fact, of 1,050 per-
cer and the husband a Light-Influencer. It appears that if ceptions, only 65 were in the same directions. That is, if
one spouse does not make strong attempts to use influence a person reported that s/he did not use a particular strategy,
strategies to resolve disagreements, neither does the other the spouse often reported that s/he did! When the spouse's
spouse. It should be noted that similarities in the perceived perceptions were inaccurate, s/he almost always perceived
importance of the decision for the husband and wife do not stronger attempts at influence than his or her partner self-
explain their similarities in using the various influence strat- reported. This may be due to an "under-reporting" of in-
egies. While most of the couples that used the same influ- fluence attempts by the influencer.
PERSUASION IN FAMILY DECISION-MAKING 399
TABLE 3
Non-influencers 12 5 0 0 0 0
Light influencers 10 19 1 2 1 1
Subtle influencers 0 6 7 0 4 2
Emotional influencers 0 0 0 1 0 1
Combination influences 1 1 2 2 2 2
Heavy influences 0 0 1 4 1 0
Strategy Mix Success minants of the use of an influence strategy mix. A tradi-
Each individual was asked whether or not slhe thought tional family ideology, gender, and no avoidance of conflict
his or her influence attempts were successful. Testing the were significant determinants, as were the life cycle vari-
differences between the mean value on this variable for ables, with the exceptions of age and number ofchildren.
each of the influence strategy mixes indicates that there is The first function may be thought of as a continuum, in
no significant difference between the mixes. In fact, ex- which an individual scoring high would have a more tra-
amining the range of mean values (2.58 to 3.81) suggests ditional ideology, greater income, less 'education, younger
that many of the participants were uncertain as to how suc- children, and would be more likely to be female. A tradi-
cessful their influence attempts had been. The Subtle In- tional family ideology would certainly increase the chances
fluencers were most likely to think that their influence at- that the couple will live--or at least prefer to live-in a
tempts had been successful. Perhaps a more indirect attempt traditional manner. Greater education is sometimes asso-
at influencing (by trying to create a "favorable" mood for ciated with more progressive, modern, or even radical life
discussion) is more effective than the other types, which styles, and less education is sometimes associated with a
are more obvious in their purpose. It should also be noted more tradition-bound life style. Moreover, a female with
that there were 12 couples in the sample in which both younger children is more likely to be at home, rather than
individuals either agreed or strongly agreed that their influ- in the work force. On the second continuum, a person scor-
ence attempts were successful. ing high would be older, female, have school-aged chil-
dren, be employed but contribute a low percentage of the
family income, and would not try to avoid conflict. These
Demographic and Attitude Characteristics variables seem to reflect a life cycle (as opposed to a life
Each of the six influence strategy mixes can be charac- style) dimension.
terized by an associated vector of means scores for each of Generally, it appears that a spouse will make greater
the demographic and attitude characteristics (Table 4). The attempts at being persuasive, using all of the various influ-
diversity of the mean vectors in Table 4 appears to be con- ence types, if slhe is trying to avoid a conflict-i.e., some
sistent with the notion that the simultaneous effects of these people prefer to use the more subtle attempts at persuasion
variables stimulate the use of different types of influence as a means of avoiding direct confrontation. In this study,
attempts by husbands and wives. A multiple discriminant the groups in which the percentage of income contributed
function analysis of these demographiclattitude scores on by the wife is the highest were the three groups that dis-
the influence groups provided a rigorous test of this hy- played the greatest influence attempts. This is consistent
pothesis. with Blood and Wolfe's (1960) "resource theory," in that
Two discriminant functions were found to be significant the wife in particular would be more inclined to exert her
(a = 0.001). Standardized discriminant coefficients were influence when the resources she is contributing are greater.
used to evaluate which variabIes are important in distin- Finally, there appears to be a tendency to make less use of
guishing among the strategy mix groups. On the first func- these persuasive attempts as one gets older.
tion, traditional family ideology (0.91), income (0.55), These general relationships may be more highly specified
gender (0.521, age of youngest child ( - 0.42), and edu- by considering relationships between the individual mixes
cation (-0.90) are the most important variables. The dis- and the dernographiclattitude characteristics. Figure B
tinguishing variables of the second function are no avoid- shows the relative positions of each of the influence mixes
ance of conflict (0.72), age (0.49), wife not employed on both the traditional life style continuum and the life
( - 0.40), percent income contributed by wife ( - 0.38), and cvcle continuum. The Non-Influencers are next to the low-
again, gender (0.46) and age of youngest child (0.49). In eit (nontraditional) on the traditional life style continuum,
terms of the hypotheses presented earlier, marriage satis- and highest (latest) on the life cycle continuum. The people
faction and the importance of the decision were not deter- in this group have the most education (college graduates or
400 THE JOURNAL OF CONSUMER RESEARCH
TABLE 4
SITUATION SCALE MEANS BY STRATEGY MIX
Gender
Avoidance of conflict
Wife employed
Income
Number of children
Education
Importance of decision
Marriage satisfaction
at least some college), the greatest incomes, and are the table difference between the Non-Influencers and the Light
least traditional in terms of their attitudes toward family Influencers is that more of the latter are male.
and marriage. They are also the next to the oldest; the wife The positioning of the Subtle Influencers is close to the
is employed, but compared to the wives in the other groups, middle of the traditional life style continuum and relatively
she contributes a relatively low percentage of the family low (earlier) on the life cycle continuum. The people in this
income. The people in this group are the least likely to try group rank second to the lowest in terms of education. They
to avoid the conflicts caused by disagreements over buying have more traditional attitudes toward family ideology and
decisions. It may be that these people prefer to use a prob- are more likely to try to avoid family conflicts than people
lem-solving approach to reach buying decisions, which is in the first two groups. Fewer (half) of the wives are em-
consistent with the group's occasional use of expert influ- ployed, and their average income represents the smallest
ence. percentage contributed to the family income. Perhaps this
The Light Influencers are also low-in fact the lowest- group's more traditional view of the "ideal" family and
on the traditional life style continuum, and are in the middle their corresponding desire to avoid family conflicts causes
range on the life cycle continuum. They have a number of them to use greater amounts of persuasive influence, par-
characteristics that are similar to the Non-Influencers, but ticularly the more subtle rewardlreferent strategy.
there are some notable differences. These people are non- The Emotional Influencers are considerably above (more
traditional in their attitudes toward the family, but they are traditional) all of the other groups on the traditional life
slightly less educated, have lower incomes, and are older. style continuum, and in the middle of the life cycle contin-
The wives of this group-as in the Non-Influencers group- uum. The people in this group are most likely to be female,
are more often than not employed, but their incomes to have the most traditional family ideology, and to have
amount to a greater percentage of the family income than the least education. The wives of this group, whose children
do the incomes of the Non-Influencer wives. The most no- are on the average seven years old, work more often than
PERSUASION IN FAMILY DECISION-MAKING
HEAVY INFLUENCERS
0
SUBTLE WFLUENCERS
COMBINATION INFLUENCERS
1::: 'LIFE CYCLE'
tribute a much greater percentage to the family income than
Combination Influencers. This combination apparently
causes them to be heavy users of influence.
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[Footnotes]
3
Numerical Taxonomy in Marketing Analysis: A Review Article
Ronald E. Frank; Paul E. Green
Journal of Marketing Research, Vol. 5, No. 1. (Feb., 1968), pp. 83-94.
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