Beruflich Dokumente
Kultur Dokumente
AND
ROBIN HIGIE COULTER OF THE CUSTOMER:
METAPHOR-BASED
ADVERTISING RESEARCH
I mprovements in traditional
quantitative and qualitative
techniques have enhanced
our ability to collect timely,
valid, and reliable consumer
tion and further engaging
their thought processes.
4. Help codify and organize
nonverbal data better.
5. Facilitate the presentation of
data and to analyze these data findings by researchers in
with greater insight. Many of ways that more closely resem-
these improvements are rooted ble the end products their
in advances in the electronic clients must develop, e.g.,
capture of information, in new visual advertising.
statistical procedures, and in
greater computational capacity. These needed improvements
However, despite these ad- are nowhere more evident than
vances, significant challenges with the development of effec-
persist in understanding con- tive advertising copy. This im-
sumers' thoughts, feelings, and portant task requires copy devel-
ROBIN HIGIE COULTER behaviors. In particular, market opers and the intended audience
Associate Professor research methods need to im-
of hAarketing for advertising copy to share the
University of Connecticut prove in ways that: same understanding about the
ad message. For an audience to
1. Provide deeper understand- process and understand a mes-
ing about consumers as a ba- sage and then contemplate pur-
sis for advertising and other chase, the message must capture
marketing-mix decisions. rational and emotional meanings
2. Do a better job of eliciting which comingle at multiple lev-
latent and emerging needs. els of thought (Damasio, 1994).
3. Provide better guidance for The message must also resonate
capturing consumers' atten- not only with surface knowledge
The authors wish to acknowledge the
but also with deeper meanings
significant support provided by the Di- associated with the topic of in-
vision of Research of the Harvard Busi- terest. Thus, developing effec-
ness School. tive copy requires research
methods that open windows One consequence of this time process. Heavy reliance on
into the consumer's mind and famine is that it is increasingly verbo-centric techniques narrows
that access relevant rational and difficult for advertisers to cap- the cognitive peripheral vision
emotional issues and their inter- ture consumers' attention and of both researchers and their
play. Although many quantita- information-processing time. clients.
tive and qualitative methods are Getting consumers' attention Traditional qualitative tech-
useful in understanding how to increasingly requires managers niques still pose problems when
communicate with existing and and advertisers to have deeper codifying and quantifying how
potential customers, advertising understanding about consumers consumers think about a firm's
practitioners continue to search so that they have a richer foun- offerings and how marketing
for and experiment with alterna- dation for building creative com- communications affect consumer
tive methodologies. munication strategies and execu- responses. A manifestation of
Our purpose is to introduce tions. Deep insights are also a this problem occurs in communi-
the Zaltman Metaphor Elicitation source of competitive advantage cations between researchers and
Technique, ZMET, a patented {beyond their value in stimulat- their clients such as advertising
research tool designed to (1) sur- ing creativity) because they are creative staffs and product de-
face the mental models that usually less commonly available signers. The language of tradi-
drive consumer thinking and to one's competitors. tional research is almost exclu-
behavior, and (2) characterize sively verbal (including quantita-
these models in actionable ways tive symbols). Creative staffs, on
using consumers' metaphors. the other hand, must generally
ZMET uses consumers' visual . . . important opportunities communicate with consumers
and other sensory images and to learn from consumers are using nonverbal and especially
employs qualitative methods to visual cues. Thus there is often a
elicit the metaphors, constructs, missed by ignoring mismatch between the verbo-
and mental models that drive nonverbal channels of centric data collection and re-
consumers' thinking and behav- communication as part of the porting language researchers
ior. Quantitative analyses of the commonly use and the nonver-
data provide information for ad- research process. bal, multisensory languages ad-
vertising, promotions, and other vertisers and others must use to
marketing-mix decisions. Before communicate effectively with
we proceed with a fuller descrip- While technological advances consumers.
tion of ZMET, we briefly discuss have made traditional research Hence, there is a need for a
several challenges facing adver- techniques more useful, consum- method that elicits consumer
tising researchers and then pro- ers' voices are still constrained, information via multisensory
vide seven basic premises for for example, by the issues and channels. This method would
improving advertising research. questions framed by survey de- have the advantage of increasing
signers and focus-group modera- researchers' understanding of
Challenges Facing tors and by the manner in which consumers' thoughts, feelings,
Advertising Researchers consumers are allowed to re- and behaviors as related to their
spond. Additionally, the frame- products and services. Addition-
Consumers' lives are becom- work in survey research and in ally, researchers would be able
ing more complex. Their needs most qualitative techniques is to better communicate with their
and states of mind are changing verbo-centric, i.e., it is primarily, clients who, in turn, could pro-
more frequently, they are faced if not exclusively, oriented duce more creative advertising
with more and more options around words, particularly in and promotional materials to tap
concerning products and ser- their narrow, literal sense. This consumers' mental models.
vices and delivery systems, and imposes another important con-
nonpurchase-related demands straint—incomplete communica- Seven Basic Premises for
are vying for their attention. tion from consumers—since
Thus, many consumers are most human communication is Improving Advertising
experiencing a time famine as nonverbal. Thus, important op- Research and
they attempt to deal with their portunities to learn from con- Copy Development
needs, sort out their purchase sumers are missed by ignoring
options, and attend to multiple nonverbal channels of communi- Before presenting ZMET as a
responsibilities. cation as part of the research response to these challenges it is
useful to review several pre- ing sense" of our world (Marks, play images internally and to
mises with strong support in the 1978; Classen, 1993). It is also of order those images in a pro-
social and biological sciences and significance that verbal language cess called thought. The im-
in the humanities. These interre- developed only recently in the ages are not solely visual;
lated premises are underutilized context of human evolution and there are also sound images,
bases for improving our capacity written language developed olfactory images, and so on.
to understand the voice of the even more recently. Thus, the
consumer. Research methods human brain did not evolve to The second insight comes
rooted in these premises are favor verbal functions, especially from Steven Pinker (1994), direc-
more likely to elicit valid and not written communication func- tor of the Center for Cognitive
usable market information, tions. Rather, emphasis was Neuroscience at MIT. He notes
especially for communication placed on the elaborate produc- that contrary to popular wis-
purposes. tion of nonverbal channels of dom, thoughts are merely
Most Communication Is Non- communication. (For an interest- couched in words when it be-
verbal. The first premise is that ing perspective on this see comes necessary to convey them
most human communication is Fincher, 1976; Glucksberg, 1988; to others:
nonverbal (Burgoon et a l , 1989; and Synnott, 1991.) This is not
Knapp, 1980; Seiter, 1988; surprising since most stimuli Is thought dependent on
Weiser, 1988; Mehrabian, 1971; reaching the brain are nonverbal words? . . . The idea that
Birdwhistell, 1970). One of the and most mental images people thought is the same thing as
classic works on nonverbal com- use in daily life are visual (Koss- language is an example of
munication is Edward T. Hall's lynet al., 1990). what can be called a conven-
The Silent Language which identi- It is important to add that tional absurdity . . . there is
fies 10 primary message systems nonverbal communication in- no scientific evidence that lan-
involved in human communica- cludes paralanguage, or the guages dramatically shape
tion. Only one system—interac- tone, pitch, and other speech their speakers' way of think-
tion—and then only part of that qualities that determine whether ing.
system involves verbal language. we literally mean what we say
All other systems involve non- (generally not) or just the oppo- Thus a second premise is that
linguistic forms of communica- site or even something else thoughts are images, and only
tion (Hall, 1959). (Gibbs, 1994). Paralanguage can infrequently verbal images. Con-
Although no formal research in fact be very subtle with major sequently, it is important to en-
provides direct documentation, differences in meaning being able consumers to represent
the rule of thumb among com- conveyed quite effectively by their images in nonverbal terms,
munications specialists is that different subtleties (Poyatos, thus bringing researchers
about 80 percent of all human 1993). Literal verbal language is "closer" to the state in which
communication is nonverbal. certainly important and the task thoughts occur and thus able to
Much of the meaning of verbal facing market researchers is learn more about them. Al-
language also is determined by how to deal with both verbal though verbal language is an
nonverbal cues (Poyatos, 1993). and nonverbal language more indispensable part of this pro-
Moreover, when there is an ap- effectively. cess, it is linked directly with
parent contradiction, nonverbal Thoughts Occur as Images. specific nonverbal images. The
cues tend to be believed over Thoughts typically occur as non- combination of verbal language
verbal ones (Knapp, 1980). verbal images even though they and nonverbal images (in con-
The growing understanding of are often expressed verbally. trast to verbal language only or
the role of all basic senses in Thus the way in which thoughts even primarily) helps consumers
learning and communication occur may be very different from convey to researchers deeper
processes reinforces the assump- the way in which they are com- and more varied internal repre-
tion that nonverbal communica- municated. Consider the follow- sentations or meanings.
tion is dominant (Montagu, ing two insights. The first is pro- Metaphors as Essential Units
1986; StoUer, 1989; Howes, vided by neurobiologist Antonio of Thought. The third premise is
1991). An important part of this R. Damasio (1994): that metaphors are the key win-
understanding is the growing dows/mechanisms for viewing
knowledge of the role of interac- [Brains] still have no mind, if consumer thought and feelings
tions (called synesthesia) among they do not meet an essential and for understanding behavior.
sensory modalities in our "mak- condition: the ability to dis- "The essence of a metaphor,"
fies or elicits the imagery con- 1990; Classen, 1993; Humphrey, this case, existing concepts and
sumers use to tell their stories. 1992). In fact, the world of abstract thought stored in mem-
Deep Structures of Thought thought is modeled in terms ory influence our images and
Can Be Accessed. All consum- of the world of sensation; metaphors (image schema)
ers have relevant conscious " . . . thinking takes place in the which, in turn, influence what
thoughts that they need special realm of the senses" (Arnheim, sensory stimuli we perceive and
help in articulating. Addition- 1969). An unconscious cognitive how we do so. Thus higher level
ally, all consumers have relevant process maps the physiology of perceptions influence the inter-
hidden thoughts: ideas they are sensory perception onto abstract pretation of lower level, sensory
not aware of possessing but are thinking. Abstract thought, perceptions (Goldman, 1986).
willing to share once discovered. then, is necessarily an extension Because metaphors reveal our
A sixth premise is that these of sensory experience. thoughts, and shape them as
hidden or deep structures can be Figure 1 presents, in a neces- well (Black, 1993), metaphorizing
accessed. A variety of techniques sarily approximate "as if" way, may even be the central or most
such as those used in art ther- the connection between sensory elemental creative force of the
apy, and especially photother- perception and concepts. Sen- imagination and hence can be a
apy, can be very effective in sur- sory perceptions are transformed source of ideas. Since human
facing such thoughts (Weiser, into images which, in turn, are thought appears to be metaphor-
1993; Ziller, 1990). translated into metaphors which based (Danesi, 1990; Ortony,
describe these images. The meta- 1993), it is not surprising that
What a person notices [in a phors are then mapped onto ab- mental models are best elicited
picture] will always mirror the stract thought and/or specific and understood through meta-
inner map that she or he is concepts. This is a process phors, especially visual meta-
unconsciously using to orga- known as bottom-up processing phors. Importantly, metaphors
nize and understand what the in which information flows from are acquired through a socializa-
senses are perceiving (Weiser, small perceptual pieces to larger tion process so that, at some
1993). ones (Goldman, 1986). Abstract level, their meaning is shared
thoughts are stored in memory within a culture or community.
The Comingling of Reason and are connected to specific Thus, metaphors are especially
and Emotion. A seventh prem- concepts as we engage in think- important for eliciting a mental
ise is that it is both more accu- ing. There is also a top-down model shared by a market seg-
rate (from a neurological stand- processing of information. In ment or group.
point) and more productive
(from a copy development
standpoint) to consider emotion Figure 1
and reason as forces which co-
mingle. Hence as deep thought Mapping of Sensory Perceptions onto Abstract Thought
structures are surfaced, we must • Bottom-Up Processing
consider reason and emotion
together rather than stressing
one over the other. Conse-
Sensory
quently we need techniques that
Perceplion
elicit both, particularly when
they are linked to one another
(de Sousa, 1987; Varela et al.,
1991).
Framework for
Images
Understanding Sensory
Perception and Thinking Image schema
tions agendas and for the devel- has consumers collect their own
. . metaphors are especially opment and implementation of pictures, the consumers (not
advertising copy and executional the researchers) are in control of
important for eliciting a elements. In the following sec- the stimuli used in the guided
mental model shared by a tions we describe ZMET, use an conversation.
market segment or group. interview from a study on inti- The guided conversation is a
mate apparel to illustrate various personal, one-on-one interview
ZMET steps, and then use data that takes approximately two
generated in the study to dem- hours, and it is audiotaped. The
Based upon these premises onstrate how the findings might two-hour time frame and the
and framework, we suggest that be used to develop ad copy and interview format afford an op-
there is need for a research tool executional elements. Further, portunity for a properly trained
that: we provide a discussion of reli- interviewer to learn not only
ability and validity issues as they about people's initial thoughts
• Taps nonverbal channels of relate to ZMET. (much as might be obtained by a
communication in a marmer Implementing the Technique. structured questionnaire or focus
that produces rich, deep, and Typically 20 individuals are re- group) but also about the deeper
cruited to participate in a proj- meaning of a topic. The guided
representative insights about conversation includes a variety
consumers. ect. After qualifying for partici-
pation (based on screeners), par- of steps, only a subset of which
• Makes use of metaphors are used in any particular proj-
which are fundamental to ticipants are given a set of
instructions and guidelines ect. Inclusion of steps in any
learning and communication. particular project and the man-
• Generates core constructs and about the research topic, e.g., a ner in which they are imple-
the reasonings that connect brand name, a corporate iden- mented are based on the nature
them to form the mental mod- tity, a service concept, product of the problem and the intended
els driving consumer thought use, or product design. They are use of the data. We use an inter-
and action. instructed to take photographs view with Elizabeth, a partici-
• Provides information in a way and/or collect pictures (from pant in a study about intimate
which is highly useful to copy magazines, books, newspapers, apparel, to illustrate 10 ZMET
developers, creative staffs, or other sources) that indicate steps. A variety of probes based
product-design teams, strate- what the topic means to them. A on art therapy theory and prac-
gic planning groups, and other personal interview is scheduled tice, although not used in this
ultimate users of market approximately seven to ten days example, also have proven to
research. hence. Participants typically en- be extremely useful in many
gage in five to six hours of prep- projects.
aration for the interview. Our
All of this, of course, has to experiences indicate that study
be done while meeting appropri- Step 1, Storytelling, provides
participants, regardless of such participants with an opportunity
ate standards of validity, reli-
ability, timeliness, and cost demographic characteristics as to tell their stories. Because hu-
effectiveness. formal education, age, or occu- man memory and communica-
pational experience, successfully tion is story-based (Schank,
engage in each step of the pro- 1990) and participants have been
The Zaltman Metaphor cess—even those (e.g., sensory thinking about the topic for a
Elicitation Technique images and the summary image) week to 10 days, it is not sur-
that a priori may seem difficult prising that participants come to
ZMET is useful in understand- because the tasks are unfamiliar. the interview with a particular
ing consumers' images of The Guided Conversation. agenda or story they want to
brands, products, and compa- The personal interview involves tell. Elizabeth brought in 13 im-
nies, brand equity, product con- a guided conversation which we ages and described how each of
cepts and designs, product us- believe can yield more valid, her pictures related to this type
age and purchase experiences, more reliable, and, importantly, of intimate apparel. For exam-
life experiences, consumption more relevant insights than tra- ple, one of Elizabeth's photo-
context, and attitudes toward ditional structured interview ap- graphs was of a microwave oven
business. Clearly, these issues proaches (Holstein and Gu- with a telephone (its cord very
are important for the develop- brium, 1995; McGracken, 1988; twisted) on it. Elizabeth said that
ment of strategic communica- Mishler, 1986). Because ZMET this picture served to illustrate
Bone and Jantrania, 1992; ticipant to surface relevant The background is a flowing
Danesi, 1990; Classen, 1993); constructs. chocolate colored dress that
thus, we believe that such im- In Step 8, The Mental Map, the illustrates freer movement,
ages are important to capture interviewer reviews all of the smooth, silky, and beautiful.
and analyze. Each individual constructs discussed and asks The gash through the dress
tells what is and is not the taste, the participant if the constructs represents a run or a tear and
are accurate representations of the frustration, wasted
touch, smell, color, sound and
what was meant and if any im- money, embarrassment, and
emotional feeling related to the portant ideas are missing. Then apprehension associated with
concept being explored. Eliza- the participant creates a map to that. The cookie cutter in the
beth's nonvisual sensory images illustrate the connections among center illustrates conformity—
of this article of intimate apparel important constructs as they re- wearing what everyone has to
included: the taste of medicine, late to the topic. An abridged wear, no freedom of choice,
but not dessert; the feel of sand- (for presentation purposes) ver- women having to be a certain
paper and silk, but not of cream; sion of Elizabeth's mental map is way. The mask in the cookie
the sound of static, but not that illustrated in Figure 2. cutter's head illustrates two
of a waterfall; the smell of sul- In Step 9, The Summary Image, diverse feelings when wearing
fur, but not of roses; the color the participant creates a sum- the article of intimate ap-
brown, but not red; the feeling mary image or montage using parel—first, the elongated
his or her own images (some- neck indicates a sense of feel-
of anxiety, but not of peaceful- ing taller, thinner, and ele-
ness. The meaning of each im- times augmented by images
from an image bank) to express gant; in the second, the neck-
age is explored with each par- his or her important issues. Digi- laces represent feelings of
Exhibit 2 tal imaging techniques facilitate physical discomfort and being
Elizabeth's Most Representative the creation of the digital image. constricted. The tangled gar-
To begin the process, a graph- den hose in the cookie cutter's
Image
ics technician scans into the mid-section represents the
(African Masks)
computer the pictures that the anxieties associated with wear-
participant wants to include in ing the item. Finally, St.
the summary image and then on Catherine's wheel around the
the participant's direction creates cookie cutter represents the
the digital image. The digital im- torture and physical discom-
age management process con- fort of wearing the item.
tains many special effects op-
tions and enables the participant People think differently when
to rearrange or alter the subject, they think "in motion" than
foreground, background, or spe- when they think in still images
cific elements including color, or pictures. In Step 10, The Vi-
object sizes, shapes, positions. gnette, the participant is asked to
Figure 2
Mental Map of Intimate Apparel
Q = Originator construct
/ \ = Connector construct
I I = Destination construct
create a vignette or short video for my most elegant intimate ticularly categorization theory
that helps to communicate im- apparel and then into my (Rosch, 1978) and theories of
portant issues related to the closet for a sexy dress. I put emotion (Izard, 1977; Plutchik,
topic under consideration. Eliza- them on and feel beautiful. As 1980), have provided guidance
beth's vignette about wearing I put on my perfume, the in understanding the important
this article of intimate apparel doorbell rings and he arrives issues related to categorizing
expressed her more positive with champagne and roses. tangibles and feelings, respec-
feelings: tively. Based on this theoretical
Identification of Key Themes. grounding, social scientists in-
It's a rainy spring day, and Once all of the interviews are volved with qualitative data
I'm feeling a little sad. Some completed, the research team have established guidelines for
new age music is playing on reviews each interview transcript developing classification
the stereo. The telephone to identify key themes or con- schemes and coding of data
rings, and a friend who I structs. The identification of (Glasser and Strauss, 1967; Lin-
hadn't seen in months is on themes or constructs (i.e., sum- coln and Guba, 1985; Miles and
the line. My mood changes at mary categories or overarching Huberman, 1984; Strauss and
the sound of his voice. He ideas capable of a range of dif- Corbin, 1990). Recently, Spiggle
asks me out to dinner and ferent values and dimensions) is (1994) elaborated on issues re-
says he'll come to get me in an onerous task. However, sev- lated to analyzing qualitative
an hour. I look in my drawers eral streams of research, par- data, specifically focusing on cat-
Figure 3
Intimate Apparel Consensus Map
Coordinated
Concern Anger
Q = Originator construct
I I = Destination construct
relationships among relevant up you feel like a queen—ele- meaningful advertising copy and
constructs that have particular gant, royal, expensive in [gar- executional elements.
relevance for the development of ment] with a nice sheen, soft, Observations about the Con-
ad copy for "variety of product sheer, and maybe a design." sensus Maps. After the data are
designs" and "garment quality." ". . . when you're dressed up, processed to develop the con-
Comments made by participants [garment] makes you feel sensus map, participant files are
in the study help to provide an confident." selected at random and the
understanding of how these tH'o " . . . fancy lingerie is sexy, number of constructs mentioned
constructs affect projection of pretty, nice, racy—romantic by each successive file but not
self image, elegance, happi- interlude—want to feel mentioned by the previous fi]e(s)
ness, sexiness, having a coordi- pretty." is noted. That is, we answer the
nated look, being perceived question, "How many new con-
as attractive to others, and structs are added by each ran-
self-confidence: Thus, although the consensus domly selected file?" Table 1
map clearly indicates negatives contains information about con-
• " . . . special details . . . are associated with this garment, in sensus maps from 20 recent ap-
fun—they add to the total particular physical discomfort plications (some applications did
outfit and help me to express and its consequences, there are not call for consensus maps).
myself." numerous themes that serve as The data in Table 1 (columns 5,
• " . . . when you're all dressed the starting point for developing 6, and 7, respectively) indicate
the number of randomly selected ages (e.g., taste, touch, and ticular problem being addressed,
participant files needed to ac- smell) that participants have and the purpose of the research.
count for 80 percent, 90 percent, used to describe a key con- For instance, different criteria
and 100 percent of the constructs struct or theme and sensory may be appropriate and/or be
identified on the consensus images that participants have given more or less weight when
maps. For example, as related to indicated do not describe the a tool is being used for explor-
Project 3, at least 80 percent of key construct or theme. Fi- atory rather than confirmatory
the constructs in that project's nally, the digital images and purposes. Even the basic con-
consensus map were captured vignettes provide the partici- cepts of validity and reliability
after the fourth participant (ran- pants' own summary repre- are defined or operationalized
domly selected); at least 90 per- sentations of important differently, depending on the
cent of the constructs were cap- themes and construct aim of the research, assumptions
tured after the fifth participant relationships. about the nature of facts, and
and 100 percent were captured These data are presented the researchers' goals (Lauden,
by the eighth participant. On in a number of forms depend- 1984). Indeed, many have cau-
average, it took six participant ing on client interests and tioned that we use appropriate
files to account for 100 percent needs. For example, the visual, criteria (not criteria established
of the constructs identified on sensory, and digital images for, for example, survey re-
the consensus maps. In essence, along with vignettes are pre- search) to assess qualitative re-
every interview selected at ran- sented in an interactive CD. search (Holstein and Gubrium,
dom after the sixth {on average) This data configuration en- 1995; Wallendorf and Belk,
serves as validation for the elic- ables the user to "click" on a 1989).
ited constructs. Thus, there construct presented on a screen ZMET is a hybrid methodol-
is a high level of consensus and see a sample of visual ogy grounded in a broad body
among participants in each of and other sensory metaphors of literature which lends support
the projects. that represent how consumers to the technique's validity and
Illustrating Important Con- understand and/or experience reliability. For example, the use
structs and Construct Relation- that construct. The images are of photography as a research
ships. The important constructs coupled with the participant's tool (Worth and Adair, 1972) has
and construct relationships are vocal description of the rele- a 50-year history that crosses
illustrated in a variety of ways. vance of the pictures, tactile sen- many disciplines, and the valid-
For example, visual and other sations, and so forth. Addition- ity and reliability of photography
sensory dictionaries, as well as ally, this data form allows the as a general research tool has
digital images and vignettes, user to click on a line connecting been discussed extensively by
help to communicate the meta- two constructs and see images Denzin (1989). Additionally, the
phors participants associate with representing especially impor- in-depth personal conversation
the key constructs. The visual tant reasoning or thinking pro- has significant merit in its own
dictionary includes pictorial im- cesses linking them. Digital im- right (Mishler, 1986; McCracken,
ages that represent constructs ages created by participants 1988), and other research con-
and reasoning chains that are along with their audio descrip- ducted by Griffin and Hauser
important to participants. Thus, tion of their summary pictures (1992), Silver and Thompson
for example, the picture of the also can be accessed. Illustrating (1991), Robinson (1991), and
trees with the bands around the these data on video, in addition Fern (1982) suggests that per-
trunks and the picture of the to or in lieu of the interactive sonal interviews are more effica-
fencing tightly wrapped in CD, is an option. cious than focus groups. Fur-
cellophane (Exhibit 1) might ther, the validity and reliability
illustrate "physical discom- of the Kelly Repertory Grid and
fort" and its conse- Evaluating ZMET laddering technique as means
quences—"anger," "con- for eliciting constructs are also
cern," "physical imprisonment," The task of evaluating a new well-established (Kelly, 1963;
and "emotional discomfort"— technique is as important as it is Gutman, 1982; Reynolds and
in the visual dictionary for the demanding. The appropriate Gutman, 1988; Shaw and
study on intimate apparel. Addi- evaluative criteria for any tech- McKnight, 1980).
tionally, the sensory dictionary nique vary with the technique's It is also important to note
includes nonvisual sensory im- inherent characteristics, the par- that the ZMET research team
plays an important role in pro- • A product believed to be an sonal interviewing. Also, the
viding valid and reliable data. In impulse purchase is not and, graphics imaging technicians
particular, the staff develops a therefore, point-of-purchase must be well versed in digital-
purposive sampling plan and advertising and product dis- imaging technologies as well as
exchanges insights with inter- play strategies needed to be the basic research approach.
viewers both during and after reconsidered. Second, the technique is very
data collection. Throughout the • Product-purchase and prod- labor intensive. Post-interview
procedure, we employ steps to uct-usage experiences inter- data analyses, the creation of
establish credible qualitative re- act and hence overall commu- animated versions of selected
search based on the guidelines nication strategy had to be vignettes, and the development
set forth by Wallendorf and reconsidered. of a final report involving sen-
Belk (1989), Webb et al. (1981), • Consumer perceptions of a sory dictionaries is demanding.
Miles and Huberman (1984), company did not match how Relatedly, the process of manag-
Lincoln and Guba (1985), Kirk key managers understood ing images and creating an inter-
and Miller (1986), and Strauss their public image. active CD and associated video-
and Corbin (1990). Specifically, • An advertising concept con- tape requires expertise with cer-
we: (1) engage participants in a tained two important dimen- tain hardware and software.
personal, in-depth conversation sions that had not been uncov- Third, although ZMET identi-
that averages two hours in ered previously. fies important factors influencing
length, (2) triangulate across • A more useful way to think consumers and clarifies both the
methods as evident by the multi- about creating advertising positive and negative experience
ple steps used in the ZMET in- copy. of these factors, it does not pro-
terviews, (3) regularly interact • A unique way of advertising a vide (because of sample size)
with interviewers to discuss the new product concept. estimates of the percentage of a
interview structure, constructs • A new understanding of larger population who feel nega-
elicited, etc., (4) triangulate how consumers perceive tively and positively. Further,
across researchers, reviewing the innovations. quantitative estimates of the
interview transcripts and audio- • A new positioning for an exist- relative strength of association
tapes of the participants, and (5) ing product. between constructs are not
have participants verify the con- possible.
structs elicited, and those not Although ZMET addresses Finally, the pictures partici-
elicited, during the interview. many limitations of other tech- pants bring to the interview and
To date, our research has in- niques it has limitations of its the various sensory images they
volved over 1,400 consumers. own. First, proper data anaiysis discuss are representative of the
During the course of our re- requires researcher familiari^ kinds of images they find famil-
search, clients have shared pro- with the disciplinary foundations iar and are likely to elicit certain
prietary data previously collected of the technique. This is more concepts. They are not, how-
on their respective topics using than a modest start-up cost for ever, a substitute for creative
standard quantitative and quali- the researchers and being unfa- thinking about visual and other
tative tools. These clients have miliar with these literatures can images that could be still more
indicated that ZMHT has pro- result in misuse of the tool and impactful in activating the com-
vided results consistent with the data. Additionally, interviewers mon mental model (consensus
results other methods produced, have an important role during map).
but also added value by surfac- data collection, since each step
ing uruque insights which the can be introduced in different
clients considered to be impor- ways and individual differences Conclusion
tant. For projects that focused among participants may call for
on issues that had not been pre- somewhat different approaches. Market researchers can de-
viously investigated, companies Skill is required to make the velop tools that provide still
found the ZMET data useful in a judgment of when and how to more usable and valid knowl-
number of ways. A sample of do this. Further, interviewers edge about the marketplace by
action-producing insights that play an integral role in the anal- making use of the premises dis-
clearly have ad copy implications ysis of each participant's data. cussed at the outset of this arti-
(although that may not have Thus, ZMET interviewers re- cle. These premises are derived
been the driving force behind quire special training beyond from diverse fields of inquiry in
the research) include: that associated with typical per- the social and biological sciences
and in the humanities about Birdwhistell, R. L. Kinesics and ily Therapy, A. Gurman, ed. New
how people make sense of and Context: Essays on Body Motion York, NY: Brunner Mazel, 1981.
communicate about their per- Communication. Philadelphia, PA:
sonal and social worlds. The University of Pennsylvania Fern, Edward F. "The Use of
technique introduced here draws Press, 1970. Focus Groups for Idea Genera-
upon these fields and illustrates tion: The Effects of Group Size,
how efforts to engage consumers Black, Max. "More About Meta- Acquaintanceship, and Modera-
in nonverbal communication and phor." In Metaphor and Thought, tor on Response Quantity and
understand the meaning of met- 2d ed., Andrew Ortony, ed. Quality." journal of Marketifig
aphors can elicit rich stories New York, NY: Cambridge Uni- Research 19, 1 (1982): 1-13.
from which representative men- versity Press, 1993.
tal models can be extracted. Fincher, J. Human Intelligence.
These mental models reveal ba- Bone, Paula F., and Swati Jantra- New York, NY: G. P. Putnam's
sic reasoning processes and pro- nia. "Olfaction as a Cue for Sons, 1976.
vide deep, useful insights about Product Quality." Marketing Let-
consumers and their latent and ters 3, 3 (1992): 289-296. Gibbs, Raymond W., Jr. The Po-
emerging needs. Such insights etics of Mind: Figurative Thought,
can provide developers of adver- Brunette, Peter, and David
Wills. Screen/Play: Derrida and Language, and Understanding.
tising copy and creative staff New York, NY: Cambridge Uni-
guidance for capturing consumer Film Theory. Princeton, NJ:
Princeton University Press, 1989. versity Press, 1994.
attention and engaging their
thought processes. • Burgoon, Judee K.; David B. Glasser, Barney G., and Anselm
Buller; and W. Gill Woodall. L. Strauss. The Discovery of
Nonverbal Communication: The Un- Grounded Theory. Chicago, IL:
spoken Dialogue. New York, NY: Aldine, 1967.
GERALD ZALTMAN is the Joseph C Wilson
Professor ot Business AaministralJon, Har- Harper and Row, 1989.
vard University. He has a PhD in sociology Glucksberg, Sam. "Language
from the Johns Hopkins University and an
MBA degree from the University of Chicago. Classen, Constance. Worlds of and Thought." In The Psychology
He has authored or edited 27 books and
over 100 journal articles Dr Zaitman has Sense: Exploring the Senses in His- of Hurrmn Thought, R. J. Stern-
received the American Marketing Associa- tory and Across Cultures. New berg and E. E. Smith, eds. Cam-
tion's Richard D. Irwin Distinquished Educa-
tor Award, the Association for Consumer York: Routledge, 1993. bridge, Great Britain, 1988.
Research s Fellow Award, and the Knowl-
edge Utilization Society's Scientific Achieve- Damasio, Antonio R. Descartes'
ment Award He has been cited in numer- Goldman, Alvin I. Epistemology
ous surveys as one of the leading thinkers in Error: Emotion, Reason, and the and Cognition. Cambridge, MA:
marketing and in consumer behavior.
Human Brain. New York, NY: Harvard University Press, 1986.
ROBIN HIGIE COULTER is associate pro- G. P. Putnam's Sons, 1994.
fessor of marketing in the School of Busi-
ness Administration at the University ol Con-
Griffin, Abbie, and John R.
necticut She received her Ph.D. and M.B A.
Danesi, Marcel. "Thinking Is Hauser. The Voice of the Customer.
from the Joseph M. Katz Graduate Schooi o( Seeing: Visual Metaphors and Report Number 92-106, March.
Business, University of Pittsburgh. Her re-
search interests include advertising effects,
the Nature of Abstract Cambridge, MA: Marketing Sci-
researoh methods, and consumer decision- Thought." Semiotica 80, 3/4,
making Professor Coulter has been pub- ence Institute, 1992.
lished in such journals as the Journal of Ap-
(1990): 221-237.
plied Psychology, the Journal of Advertising,
the Journal of Advertising Research, and the Denzin, Norman K. The Research Gutman, Jonathan. "A Means-
Journal of f^etailing.
Act: A Theoretical Introduction to End Chain Mode! Based on Con-
Sociological Methods, 3d ed. En- sumer Categorization Pro-
glewood Cliffs, NJ: Prentice cesses." Journal of Marketing 46, 2
References Hall, 1989. (1982): 60-72.
Arnheim, Rudolf. Visual Think- de Sousa, Ronald. The Rationality Hall, Edward T. The Silent lan-
ing. Berkeley, CA: The Univer- of Emotion. Cambridge, MA: The guage. New York, NY: Double-
sity of California Press, 1969. MIT Press, 1987. day, 1959.
Ball, Michael S., and Gregory Entin, A. D. "The Use of Photo- Holstein, James A., and Jaber A.
W. H. Smith. Analyzing Visual graphs and Family Albums in Gubrium. The Active Intervieu>.
Data. Newbury Park, CA: Sage Family Therapy." In Questions Thousand Oaks, CA: Sage Publi-
Publications, 1992. and Answers in the Practice of Fam- cations, 1995.
Howes, David, ed. The Varieties Lauden, Larry. "Reconstructing ed. New York, NY: Harper and
of Sensory Experience: A Sourcebook Methodology." Paper presented Row Publishers, Inc., 1986.
in the Anthropology of the Senses. at the Winter Educator's Confer-
Toronto, Canada: University of ence, American Marketing Asso- Noblit, George W., and R.
Toronto Press, 1991. ciation, Fort Lauderdale, FL, Dwight Hare. Meta-Ethnography:
1984. Synthesizing Qualitative Studies.
Humphrey, Nicholas. A History Sage University Papers Series on
of the Mind. New York, NY: Lewis, Robert C , and David M. Qualitative Research Methods,
Harper Collins Publishers, 1992. Klein. "Personal Constructs: Vol. 11. Beverly Hills. CA: Sage
Their Use in the Marketing of Publications, 1988.
Izard, C. E. Human Emotions. Intangible Services." Psychology
New York, NY: Plenum Press, and Marketing 2, 3 (1985): 201- Ortony, Andrew. Metaphor and
1977. 215. Thought, 2d ed. New York, NY:
Cambridge University Press,
Johnson, M. The Body in the Lincoln, Yvonna S., and Egon 1993.
Mind: The Bodily Basis of Meaning, G. Guba. Naturalistic Inquiry.
Imagination and Reason. Chicago, Beverly Hills, CA: Sage Publica- Pinker, Steven. The Language In-
IL: University of Chicago Press, tions, 1985. stinct: How the Mind Creates Lan-
1987. guage. Cambridge, MA: MIT
MacDougall, David. "Films of Press, 1994.
Kelly, George A. A Theory of Per- Memory." Visual Anthropology
sonality. New York, NY: Norton, Review 8, 1 (1992): 29-37. Plutchik, R. Emotion: A Psychoev-
1963. olutionary Synthesis. New York,
Marks, Lawrence E. The Unity of NY: Harper & Row Publishers,
Kirk, Jerome, and Marc L. the Senses: Interrelations among the Inc., 1980.
Miller. Reliability and Validity in Modalities. New York, NY: Aca-
Qualitative Research. Beverly demic Press, 1978. Poyatos, Fernando. Paralangiiage:
Hills, CA: Sage Publications, A Linguistic and Interdisciplinary
1986. Approach to Interactive Speech and
McAdams, Stephen, and Em-
manuel Bigand. Thinking in Sound. Philadelphia, PA: John
Knapp, M. Essentials of Nonverbal Sound: The Cognitive Psychology of Benjamins Publishing Co., 1993.
Communication. New York: NY: Human Audition. Oxford: Claren-
Holt, Rinehart and Winston, don Press, 1993. Reynolds, Thomas J., and
1980. Jonathan Gutman. "Laddering
McCracken, Grant. The Long In- Theory, Method, Analysis, and
Kosslyn, Stephen; M. C. Segar; Interpretation." Journal of Adver-
J. Pani; and L. A. Hillger. terview. Newbury Park, CA: Sage
Publications, 1988. tising Research 28, 1 (1988): 11-31.
"When Is Imagery Used? A Di-
ary Study." Journal of Mental Im- Robinson, Judith L. "Individual
agery 14 (1990): 131-152. Mehrabian, Albert. Silent Mes- Versus Group Interviews: Is
sages. Belmont, CA: Wadsworth, There a 'Group Difference' in
Krauss, D. A., and J. L. Fryrear, 1971. Focus Group Research?" Unpub-
eds. Phototherapy in Mental lished doctoral dissertation. Mi-
Health. Springfield, IL: Charles Miles, Matthew B., and A. ami University: Oxford, Ohio,
C. Thomas, 1983. Michael Huberman. Qualitative 1991.
Data Analysis: A New Sourcebook
Lakoff, George. Women, Fire, and of Methods. Beverly Hills, CA: Rosch, Eleanor. "Principle of
Dangerous Things: What Categories Sage Publications, 1984. Categorization." In Cognition and
Reveal about the Mind. Chicago, Categorization, E. Rosch and B. B.
IL: The University of Chicago Mishler, Elliot G. Research Inter- Lloyd, eds. Hillsdale, NJ: Erl-
Press, 1987. viewing: Context and Narrative. baum, 1978.
Cambridge, MA: Harvard Uni-
, and Mark Johnson. Met- versity Press, 1986. Schank, Roger C. Tell Me A
aphors We Live By. Chicago, IL: Story: A New Look at Real and Ar-
The Uruversity of Chicago Press, Montagu, Ashley. Touching: The tificial Memory. New York, NY:
1980. Human Significance of the Skin, 3d Charles Scribner's Sons, 1990.
Seiter, Ellen. "Semiotics and Corbin. Basics of Qualitative Re- sociation for Consumer Re-
Television." In Channels of Dis- search: Grounded Theory Proceduressearch, 1989.
course: Television and Contemporaryand Techniques. Beverly Hills,
Criticism, Robert C. Allen, ed. CA: Sage Publications, 1990. Webb, Eugene J.; Donald T.
Chapel Hill, NC: The University Campbell; Richard D. Schwartz;
of North Carolina Press, 1988. Synnott, Anthony. "Puzzling Lee Sechrest; and Janet Belew
Over the Senses: From Plato to Grove. Nonreactive Measures in the
Shaw, Mildred L. G., and Cliff Marx." In The Varieties of Sensory Social Sciences, 2d ed. Boston,
McKnight. Think Again: Personal Experience: A Sourcebook in the MA: Houghton Mifflin, 1981.
Decision-Making and Problem-Solv- Anthropology of the Senses. David
ing. Englewood Cliffs, Nj: Pren- Howes, ed. Toronto, Canada: Weiser, Judy. Phototherapy Tech-
tice Hall, 1980. University of Toronto Press, niques: Exploring the Secrets of Per-
1991. sonal Snapshots and Family Al-
Silver, Jonathan Alan, and John bums. San Francisco, CA: Jossey-
Charles Thompson, Jr. "Under- Valette-Florence, Pierre, and Ber- Bass, 1993.
standing Customer Needs: A nard Rapacchi. "Improvements
Systematic Approach to the in Means-End Chain Analysis . "See What I Mean? Pho-
'Voice of the Customer.' " Mas- Using Graph Theory and Corre- tography as Nonverbal Commu-
ter's thesis, Sloan School of spondence Analysis." journal of nication in Cross-Cultural Psy-
Management, M.I.T.: Cam- Advertising Research 31, 1 (1991): chology." In Cross-Cultural Per-
bridge, MA, 1991. 30-45. spectives in Nonverbal
Communication, Fernando Poya-
Spiggle, Susan. "Analysis of In- Varela, Francisco J.; Evan tos, ed. Hogrefe Publishers,
terpretation of Qualitative Data Thompson; and Eleanor Rosch. 1988.
in Consumer Research." journal The Embodied Mind: Cognitive Sci-
of Consumer Research 21, 4 (1994): ence and Human Experience. Cam- Worth, Sol, and John Adair.
419-503. bridge, MA: The MIT Press, Through Navajo Eyes: An Explora-
1991. tion in Film Communication and
Stoller, Paul. The Taste of Ethno- Anthropology. Bloomington, IN:
graphic Things: The Senses in An- Wallendorf, Melanie, and Rus- Indiana University Press, 1972.
thropology. Philadelphia, PA: The sell W. Belk. "Assessing Trust-
University of Pennsylvania worthiness in Naturalistic Con- Ziller, Robert C. Photographing
Press, 1989. sumer Research." In Interpretive the Self: Methods for Observing Per-
Consumer Research. Elizabeth C. sonal (Orientation. Newbury Park,
Strauss, Anselm L., and Juliet Hirschman, ed. Provo, UT: As- CA: Sage Publications, 1990.