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Abstract
Purpose – The purpose of this paper is to identify, summarize and assess literature focused on
developing social marketing programs for Aboriginal people.
Design/methodology/approach – The authors conducted a literature search and review of research
papers concerning social marketing and Aboriginal populations over the period 2003-2013.
Findings – The research reveals very little published research (N ⫽ 16). The literature points to a wide
range of findings including the importance of segmenting/targeting and avoiding pan-Aboriginal
campaigns; cultural importance of family and community; the importance of multi-channels; universal value
of mainstream and Aboriginal media outlets, use of print media, value of elders and story-telling for message
dissemination; increasingly important role of Internet-based technology; need for campaign development to
reflect Aboriginal culture; and importance of formative research to inform campaign development.
Social implications – Considerable research is warranted to better develop more effective social
marketing campaigns targeted to Aboriginal audiences to improve health outcomes for such groups
across the globe.
Originality/value – This paper provides a baseline foundation upon which future social marketing
research can be built. It also acts as a call to action for future research and theory in this important field.
Keywords Social marketing, Literature review, Best practices, Aboriginal target audiences,
Indigenous target audiences
Paper type Literature review
The next section of the paper discusses briefly how social marketing is defined for the
purpose of this research – what benchmarks were used in specifying the research
literature included in the paper. The methodology utilized in the literature review is then
described. The literature review findings are summarized next and the paper concludes
with a discussion of the findings, research issues and opportunities for future research in
this area.
target group-driven, as well as being driven by the creation of exchanges that will
encourage a behaviour change on the part of the targeted audience. Audience research,
pretesting, monitoring, careful market segmentation, when appropriate, as well as
development of strategies that seek to provide beneficial exchanges to target audience
members further characterize it.
Andreasen (2002) identifies key benchmarks for identifying an approach that could
legitimately be called social marketing. His benchmarks include dimensions such as
voluntary behaviour – change being the goal, using audience research, segmenting
target audiences, crafting strategies to create exchanges with selected target audiences
and developing a strategy utilizing the four Ps while paying attention to one’s
competitors. French et al. (2012, p. 14) utilize a similar list of benchmarks with the
important proviso that “few “perfect” social marketing interventions apply every single
principle […]”.
Faced with the challenge of identifying characteristics of research focused on social
marketing campaigns for inclusion in their empirical studies, researchers (Madill and
Abel, 2007; Stead et al., 2007) have utilized the benchmarks developed by Andreasen
(2002). For example, the meta-analysis of Stead et al. (2007) identified six very similar
benchmarks that a campaign must have to be considered effective social marketing (i.e.
behaviour change is the goal, consumer research forms the foundation for the
intervention, segmentation and targeting are done and the marketing mix is utilized to
create an exchange that will motivate the target market to engage voluntarily with the
intervention, program developers consider carefully the competition – the appeal of
competing behaviours).
While, Andreasen (2002) in agreement with (French et al., 2012)) points out that
programs do not have to have all of these elements to qualify for the label “social
marketing”, he and Donovan (2011), as well as Lefebvre (2011a,2011b), argue that
campaigns that are purely communications are definitely not social marketing. These
features of social marketing are an important consideration in the current research in
that the papers identified as being of value for inclusion in the set of literature reviewed
were papers where the social marketing approach was utilized. Related papers, which
utilize communication, education and other approaches designed to possibly educate or
communicate with the target audience were not included in this research study, as the
focus of the research was to identify and assess social marketing research literature.
Methodology Best practices in
The research team conducted the literature search and review in two different phases.
During the first phase (2011), Health Canada commissioned an environmental scan (“a
social marketing
means of understanding the nature and extent of the problem as well as external
influences that may affect intervention viability and effectiveness”; Lefebvre, 2013,
p. 13) and an evidence review of social marketing targeted to Aboriginal audience for the
purpose of identifying best practices to best develop their own social marketing 159
programs (MacComm International Inc, 2011). During this phase of the research, the
Health Canada team utilized two overlapping search criteria:
(1) social marketing; and
(2) Aboriginal and Indigenous populations (searching for on- and off- reserve, Metis
and Inuit populations in Canada, as well as Indigenous populations in North
America, Australia, and New Zealand).
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To be classed as a social marketing campaign, the authors must self-identify that they
adopted a social marketing strategic framework in the development of the campaign,
and the campaign must have utilized four of the six benchmarks utilized by Stead et al.
(2007). Most importantly, the paper could not self-identify as social marketing and
utilize only promotion.
The authors examined each citation developed through the database searches and
retained all papers that met these criteria. The most typical reasons for exclusion of
papers were that the paper did not deal at all with social marketing. Even though papers
were identified utilizing search criteria described above, a considerable number of
papers focused on completely different topics such as wind power and marketing
renewable energy on tribal lands, or development aid and social impact. Other common
reasons for exclusion were that the papers were not research based, rather they might
JSOCM have been short descriptions of social marketing campaigns, short opinion pieces or
they might have mentioned social marketing as a possible approach for dealing with an
4,2 issue in the recommendations section of the paper rather than focusing on research
concerning a social marketing program.
The first phase of the research identified (through professional networks) three
commissioned reports on social marketing and aboriginal audiences which were not
160 identified through the use of the academic databases in phase two, but these were
included in the research, as they met the criteria for focusing on social marketing
campaigns and being research based (although they were not refereed).
A total of 16 papers were retained because they describe research related to social
marketing programs and Aboriginal people worldwide. Each of the retained research
papers was then assessed with emphasis on identifying best practices as well as
weaknesses and strengths in the research approaches taken in the studies to identify
gaps in the research literature.
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The research team considered broadening the search criteria to be used in searching
the databases to include terms such as “health and Aboriginal” or “health research and
Aboriginal”, but the search results yield an unmanageable number of citations
(exceeding 20,000 and often 30,000 depending upon the search terms used). The
overwhelming proportion of papers located in such a search falls well outside the
purpose of the current paper and reports on issues such as Aboriginal health status,
pathways to health, social determinants of health, state of knowledge of Metis health or
Inuit public health. Similar unmanageable numbers of citations are found when using
other search terms such as “change research and Aboriginal” or “cultural research and
Aboriginal” or “community research and Aboriginal”. No summary literature reviews
were found which could inform the present study. Overall, while some of this knowledge
might be useful and inform Aboriginal social marketing programs, the field is too broad
and extensive to review effectively in this paper. (Recommendations for tackling an
expansion are discussed in the Summary, Discussion and Conclusions section of the
paper below).
To address the objectives established for the paper, the research team reviewed each
paper, then moved on to assess the state of the total research available and summarize
the key insights concerning social marketing strategies and tactics that appear to be
important in designing a social marketing campaign targeted at Aboriginal
populations.
Findings
Following the research objectives of this paper, the findings are summarized briefly in
Table I, and then described, in greater detail, in the paragraphs below. In Table I, each
paper is identified by author, date, publication source and type (whether peer reviewed
or not); methods utilized in the research described in each paper; the focus of the research
(issue at core of the social marketing program studied in the paper); and the subjects
included in the research, as well as highlights from the findings of the research described
in each paper.
Adams et al. (2011) Australian Quantitative Nutrition Australia Respondents more likely to change behaviors
Social work Online and postal survey Physical activity Urbanized Indigenous related to nutrition and physical activity-less
Refereed N ⫽ 82 Tobacco peoples ready to cease smoking
Peer support preferences were for face-to-face
or group support for physical activity and
smoking and assistance with food costs for
nutrition
Environics Research First Nations and Inuit Quantitative Environment Canada 82 per cent of First Nations, 73 per cent of
Group (2011) environmental health Telephone survey N ⫽ 400 Health First Nations and Inuit are confident in abilities to reduce
awareness campaign Inuit aged 18 and over health risks from environmental issues
baseline survey 40 per cent of both would rely on Internet
Non-refereed where Google is most popular. Women, as
well as the more highly educated and those
with higher income, were more likely to use
the Internet. Health professionals are second
most popular source of information
Filiault and Critical public health Literature review Use of health call Australia Indigenous men more likely to use health call
Drummond (2010) Refereed centers Men –including centers.
aboriginal Knowledge determines use.
Social marketing that takes into account
voices and concerns may enhance use
Ho et al. (2006) Health promotion Qualitative and quantitative Diabetes Canada Variations in health beliefs, attitudes and
international Interviews N ⫽ 78 First Nations on three environments require tailoring of programs
Refereed Observations N ⫽ 6 Ontario reserves to each reserve.
Demonstrations N ⫽ 13 Importance of formative research
Survey N ⫽ 72
(continued)
Table I.
4,2
162
Table I.
JSOCM
Ipsos-Eureka Social Developmental Qualitative Access to and Australia Belief–chronic diseases unavoidable in
Research Institute research to inform the Focus groups ⫽ 37 awareness of health Indigenous people contemporary life.
and Winangali local indigenous Depth interviews N ⫽ 30 services and health Low motivation–why and how to take action.
(2010a) community campaigns professionals Negative health behaviors often shared
to promote better activities – important for social cohesion.
health Shyness re-exercise but positive view of sport,
Non-refereed walking culturally appropriate.
Healthy food perceived costly.
Low levels of understanding about healthy food,
cooking and food budgeting skills.
Fear of unknown concerning health services–the
nature of local services and personnel.
Preference for holistic health services, perception
that health services geared to acute health not
health promotion/prevention.
Costs barrier to accessing preventative health
services.
Benefits for children and family important.
Awareness of past social marketing campaigns.
Term “chronic disease” not commonly used.
Preference for visual communications,
conversational storytelling approaches.
Internet suitable for younger target markets.
Social gatherings seen as information hubs.
Little support for gender segmentation.
Remote areas have unique needs – English often
second or third language
(continued)
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Ipsos-Eureka Social Developmental Qualitative (large-scale) Anti-smoking Australia Superficial awareness of negative smoking
Research Institute research to inform the 37 focus groups N ⫽ 220 campaigns Indigenous and health health effects –conscious of effects on
and Winangali national action to Depth interviews N ⫽ 37 professionals (nation- children.
(2010b) reduce smoking rates wide -urban and Some interest in cessation.
social marketing remote) Barriers–social normalization of smoking,
campaign cost.
Non-refereed Motivators–family and kin, decreased fitness
and sports performance.
Moderate awareness of mainstream
campaigns.
Positive feature Indigenous faces, voices,
cultural imagery, tie to holistic approach to
health, conversational approaches,
storytelling.
Television popular as are radio, poster,
billboards
Majid and Grier Social marketing Qualitative Food mail program Canada Outcomes mixed-growth in past five years,
(2010) quarterly Case study Stakeholders - yet, rate of obesity- and dietary- related
Non-refereed Interviews customers, retailers, illness is increasing
airlines, government Challenges faced in changing established
officials food consumption behaviors
McCalman et al. BMC public health Qualitative Binge drinking Australia Provides a theoretical model for partners
(2013) Refereed Key informant interviews Campaign partners, working together to tailor the development of
with target group, Researcher researchers, youth a health improvement initiative.
self-reports and interviews target market The case example “Beat da Binge” seeks to
prevent harm from binge drinking through
alleviating boredom, increasing
empowerment, achievement and pride
(continued)
Table I.
163
social marketing
Best practices in
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4,2
164
Table I.
JSOCM
McDonald et al. Global health Quantitative Hand-washing with Australia Found that building on literature evidence
(2011) promotion Secondary research soap Remote Aboriginal helpful in increasing success of campaign
Non-refereed Surveys communities
McShane et al. Canadian Journal of Qualitative Health information Canada Importance of visual learning, community
(2006) Public Health Key informant interviews sources/dissemination Urban Inuit elders, community cohesion, Inuit-non-Inuit
Refereed Focus group interviews distinction.
Core sources – families within Inuit community.
Prefer direct communication, one on one or small
groups
National Social Social marketing Qualitative Cervical screening New Zealand Embarrassment concerning the topic. Lack of
Marketing Centre quarterly Case Maori and Pacific awareness, discussion, and ways of talking
Research Team Non-refereed In-depth interviews, women about issue. Perception–clinics difficult to
(2011) Focus group interviews, Health professionals access and inconvenient.
Telephone interviews N ⫽ 58 Worry about painful procedures, costs
Parker et al. (2011) Journal Of Nutrition Qualitative Diabetes US Prefer:
Education and Focus group interviews Native Family based.
Behavior N⫽8 American women Prominent role by elders.
Refereed Interviews N ⫽ 8 Tribe sites at times conducive to work schedules
Smylie et al. (2009) Health promotion Qualitative Health information Canada Hypothesis supported– understanding local
Practitioner Community case studies Sources/dissemination Urban Metis, Urban Indigenous processes is pre-requisite to
Refereed N⫽3 Inuit, Semirural First effective knowledge translation
Focus group interviews, key Nations Distinct differences in each community as
informant interviews and well as commonalities.
document review Theoretical framework–decolonization.
Common themes: valuing shared experiential
knowledge.
Influence of community structure on health
information dissemination, i.e. word of mouth
in cohesive community, but challenge in
socially fragmented
Preference for within-community messages
Local effects of colonization –replacement of
traditional systems
(continued)
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Thackeray and Diabetes spectrum Qualitative Diabetes interventions US Describes how the social marketing process
Neiger (2005) Refereed Application of social Groups at high risk can be used to create diabetes interventions
marketing response tool and for diabetes including that are culturally innovative and relevant.
literature review Aboriginals Use of model incorporates a systematic and
sequential process that includes preliminary
planning, formative research, materials
development and pretesting, implementation
and evaluation.
Shows how to apply the model to diabetes
interventions
Verrall et al. (2005 Preventive medicine Qualitative Increasing dietary Canada Cultural importance and potential motivating
and 2006) Refereed Depth interviews N ⫽ 54 intake Aboriginal Northern effect of family, particularly children, and
International Journal community infants community.
of Circumpolar Health and young children Refocusing the messaging of a campaign to
Refereed focus on the benefits to family and
community.
Radio, useful channel in Northern
communities.
Structure messages in vernacular
Table I.
165
social marketing
Best practices in
JSOCM these papers, more than half (nine) focus on North American social marketing programs
with two focusing on Aboriginal populations in the USA, and seven reporting on
4,2 Canadian research (one on food issues in Northern Canada, four focusing on First
Nations people, two focusing on Inuit populations, one focusing on both First Nations
and Inuit and one on Metis). The other seven papers center on the southern hemisphere
with six in Australia and one in New Zealand. Of all of the located papers, almost
166 two-thirds (62.5 per cent or ten) are peer reviewed, while the remaining six are not peer
reviewed. (Note that two of the papers by Verrall (2005, 2006) report on different aspects
of one social marketing program – while the titles of these papers do not suggest that a
social marketing was utilized, closer examination shows that this approach was used).
The social problems addressed in the literature focus exclusively on health and
health-related issues including physical activity, nutrition issues, food and diabetes,
accessing health services and or health information, tobacco, binge drinking and health
risks from environmental issues, as well as one each on cervical screening and hand
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Another consistent finding was the need for an overall campaign development to be
reflective of Aboriginal culture (Ipsos-Eureka Social Research Institute and Winangali
Pty Ltd, 2010a; Parker et al., 2010). For example, findings from Canada, Australia and
the Chickasaw Nation in the USA demonstrate the level of integration of cultural norms,
including a sense of fatalism regarding contracting chronic diseases (especially
diabetes) and smoking. Ipsos-Eureka Social Research Institute and Winangali Pty Ltd,
2010a note that negative health behaviors are often shared activities that are important
for social cohesion. They also found shyness concerning participation in exercise but a Best practices in
positive view of sport and that walking is culturally appropriate. Better understanding
these assumptions and norms can help social marketers develop stronger campaigns
social marketing
while also helping to identify segments of the population most likely to be receptive to
change campaigns.
The reviewed research noted the importance of formative research to inform the
development of the social marketing campaigns (Ho et al., 2006; Ipsos-Eureka Social 169
Research Institute and Winangali Pty Ltd, 2010a; McCalam et al., 2013; Smylie et al.,
2009; Thackeray and Neiger, 2003). While this is considered standard social marketing
practice, it bears repeating that it may be even more important when designing
campaigns targeted to Aboriginal audiences. Reasons for the special importance to be
paid to formative research when working with Aboriginal groups include the need to
understand local Indigenous processes (Smylie et al., 2009), as well as specific practices,
needs and behaviours of different target markets and partners that may be involved in
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the development and delivery of the social marketing program (Filiault and Drummond,
2010; McCalman et al., 2013). Further, Ipsos-Eureka Social Research Institute and
Winangali Pty Ltd (2010a) found that remote areas often have very unique needs and
practices that need to be understood to develop effective social marketing campaigns.
Channels of delivery or distribution are also addressed in the literature with findings
pointing to preferences for designing programs to include peer support (Adams et al.,
2011), and findings suggesting that Australian Indigenous men are more likely to prefer
health call centeres for health issues (Filiault and Drummond, 2010). Ipsos-Eureka Social
Research Institute and Winangali Pty Ltd (2010a) point to the importance of social
gatherings as hubs, and Parker et al. (2011) show that native American women prefer
program delivery at tribe sites and, at times, which are conducive to work schedules.
The importance of leveraging social networks and social gatherings as channel
opportunities including message dissemination is strongly endorsed in virtually all
studies and campaigns. For example, McShane et al. (2006) reported that community
events, including community meals and workshops/presentations were preferred.
These findings reinforce the need to conduct formative research to fully understand
these varying needs among different segments.
While these best practices provide useful insights for social marketing practitioners, one
must exercise caution in that the research literature in this area suffers from key
limitations including the fact that the amount of research directly focused here is very
sparse and over reliant upon small samples and qualitative methodologies. Future Best practices in
research is required before the findings reported in the literature (often based on single
studies) can be confirmed and generalized to other social marketing programs and
social marketing
countries.
research would be to build upon this review focused on social marketing and Aboriginal
people. As described in the Methodology section of this paper, searching in related
tangential fields, such as “health research and Aboriginal” or “change research and
Aboriginal”, offers the potential to build our knowledge base. Examples of papers that
might be included in such an expanded search would be the work of Satterfield et al.
(2003) who conducted a literature search of 16 published community-based lifestyle
interventions (i.e. not social marketing) to prevent type-2 diabetes. The studies reviewed
in this work focused on populations disproportionately burdened by diabetes including
American Aboriginals (as well as other groups). It is interesting and important to note
that this review by Satterfield et al also found a very limited number of papers (N ⫽ 16)
in the area reviewed, and similar to the authors of the current paper, they conclude with
a call for conducting and publishing research on well-designed community-based
diabetes programs.
Extending the literature review outside the current focus to include such tangential
writings would help build understanding of Aboriginal populations and health
behaviors. For example, France et al., (2010) reported on a qualitative study in West
Australia aimed at identifying barriers that health professionals encounter when
addressing alcohol use by Aboriginal pregnant women. Knowledge of such barriers
could potentially be of use to social marketers designing social marketing programs. In
addition, literature is available on socially disadvantaged groups generally, but not
focused on Aboriginal or Indigenous populations specifically. For example, Guillaumier
et al. (2012) in Drug and Alcohol Review, focused a systematic review of the effectiveness
of anti-tobacco mass media campaigns and socially disadvantaged groups (found weak
study designs in this area as well and recommends improved methodological rigor).
Future research is needed to expand the literature review more broadly where such
tangential research is identified, summarized and assessed to build baseline knowledge
to inform the development of social marketing programs targeted to Aboriginal groups.
The difficulties in approaching this expansion of the literature review are considerable
in terms of the quantity of tangential literature that could be relevant – suggesting the
need for biting off chunks of this related literature, and reviewing and assessing how it
can affect our understanding of conducting effective social marketing among
Aboriginal peoples.
JSOCM We further conclude that future research is needed to specifically utilize and test (as
appropriate) the recommendations developed in the current literature and report on their
4,2 success to build a chain of evidence concerning social marketing practices with
Aboriginal and Indigenous populations. We note the critical need for conducting and
publishing research on social marketing programs and Aboriginal populations
worldwide.
172 One of the key weaknesses in the existing literature base is the lack of use of
theoretical frameworks. The research team reviewed only one paper that utilized a
stated theoretical framework for the paper (Smylie et al., 2009 which utilizes
decolonization theory from the 1996 Canadian Royal Commission on Aboriginal Peoples
as a theoretical framework for the paper). Future research would benefit from utilizing
appropriate theoretical frameworks rooted in both social marketing as well as
Aboriginal cultures.
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Judith J. Madill is Full Professor and Holder of the Paul Desmarais Professorship in Marketing in
the Telfer School of Management, University of Ottawa. Judith Madill is the corresponding author
and can be contacted at: madill@telfer.uottawa.ca
Libbie Wallace is Senior Marketing Advisor, Marketing and Communications Directorate,
Health Canada.
Karine Goneau-Lessard is Chief of Marketing, Marketing and Communications Directorate,
Health Canada.
Robb Stuart MacDonald is a Senior Consultant, MacComm Social Marketing.
Celine Dion is a Marketing Officer, Marketing and Communications Directorate, Health
Canada.