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JSOCM
5,3
Integrated marketing
communications and social
marketing
226 Together for the common good?
Received 17 July 2012 Stephan Dahl
Revised 24 November 2014
Accepted 11 May 2015 Hull University Business School, University of Hull, Hull, UK, and
Lynne Eagle and David Low
School of Business, James Cook University, Townsville,
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Queensland, Australia
Abstract
Purpose – The purpose of this paper is to examine the view of integrated marketing communications
(IMC) by social marketing practitioners. Specifically, the paper furthers the discussion how a symbiotic
relationship between IMC and social marketing can lead to both practical improvements of
health-related social marketing campaigns, as well as theoretical advancement of the IMC construct.
Design/methodology/approach – Based on semi-structured, in-depth interviews with practitioners,
the authors provide exploratory evidence for support for IMC within the social marketing community
and highlight potential differences and similarities when transferring IMC from a commercial to a social
context.
Findings – Three main differences emerged when transferring IMC from a commercial to a social
context. These include differences of customer-centric approaches between commercial and social
marketing, the need to weigh out the application of IMC to the charity brand or the use of IMC at a
behavioural level and, finally, different complexity levels of desired behaviour as a mediating factor.
Research limitations/implications – As with all qualitative data, the findings may not be
generalisable beyond the interview participants and organisations studied.
Practical implications – Many practitioners expressed that they liked IMC as a concept, but they
lacked guidance as to the application with a social marketing context. This paper contributes to
providing this guidance and establishing a body of knowledge how IMC can be applied in a
non-commercial setting.
Originality/value – The paper contributes to the practical development of guidance how the largely
commercially applied IMC construct can be modified to be used in a social marketing context, while
correspondingly highlighting how IMC needs to evolve to grow beyond purely commercial application.
Keywords Charities, Social marketing, Integrated marketing communications, Practitioners’ view,
Evolve, Commercial application
Paper type Viewpoint
Although not linked frequently, social marketing shares core assumptions with
IMC – for example, a focus on customer-centric, “outside-in” approach to
communication; emphasis on media synergy; the use of both internal and external
marketing; and so forth.
In the first part of the paper, we review the concept of IMC itself and the potential
importance of IMC in the health context, before presenting the results of an exploratory
study, seeking to identify the views held by charity-based, social marketing
practitioners of IMC through semi-structured interviews. We conclude by discussing
potential avenues for future research and how researchers in the social marketing field
can address issues raised by the practitioners.
Social marketing
Social marketing has come into focus because of recognition that many expert-led
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Figure 1.
The original IMC
model
effectiveness of achieving desired outcomes has been a focus of academic and Social
practitioner debate since the late 1990s. marketing
(Kitchen et al., 2008). That is to say, IMC, as portrayed by Dresler-Hawke and Veer, is
similar only to the initial level of IMC adoption in Schultz and Kitchen’s (2000) model –
or to the early conceptualisations of IMC noted in the previous sections of this paper.
Alden et al. (2011) argue in their book chapter for the application of IMC by stressing
the need to integrate messages beyond communication and promotions if social
marketing campaigns are to succeed. They base their argument on the assertion that
communication, including information and education is not enough to achieve desired
results.
Further, Hawkins et al. (2011) show evidence of IMC being applied, although not
necessarily acknowledged as such, in school-based “healthy living” campaigns in New
Zealand, through interviews with teachers and principals in three schools. They support
theoretical claims of an integrated approach to social marketing having concrete
benefits in actual health-related campaigns, thus supporting the assessment of IMC as a
useful tool for social marketing campaigns.
Although previous publications have asserted the usefulness of IMC theories in a
health and social marketing environment, no research to date has looked at how social
marketers see the role of IMC, i.e. how practitioners evaluate the applicability and
usefulness of IMC theories to their work and what potential similarities and differences
arise when IMC is repositioned from a commercial to a non-profit context. The research
presented here addresses this gap in the literature.
with and coordinated through the Pan London HIV-Prevention Engagement Project.
To select a cross-section of organisations in the sector, we chose two small, two
medium and two large organisations, all based in London (e.g. the smallest one has one
part-time employee, approximately 100 volunteers and £140,000 annual funding) to two
nationally operating charities (the largest with more than 750 employees, over 1,000
volunteers and approximately £21,000,000 annual funding). Respondents were
individuals responsible for social marketing campaigns or health promotion campaigns
run by the charity, which, depending on size of the charity, was either a volunteer-lead
role or a full-time marketing coordinator. All but one of the respondents had some
qualification in marketing (e.g. a bachelor’s degree or equivalent, or Chartered Institute
of Marketing qualification). With the exception of one participant, all respondents
currently worked or had worked previously in commercial marketing; thus, they were
able to comment on the differing aspects of implementing IMC in commercial and social
marketing practice.
We started the interviews by asking respondents about their understanding of IMC.
As all respondents were trained in or had previously worked in commercial marketing,
all interviewees could identify the broad meaning of IMC based either on their
experience or qualifications. The interviewers then focussed on the themes identified
within the academic literature; i.e. branding, internal and external stakeholder
communication, use of multiple media channels (and synergies). We then showed
respondents the Schultz and Kitchen model (as shown in Figure 1) presented before and
asked them for their views on the model. We used this model because it is widely cited
in terms of commercial activity (Laurie and Mortimer, 2011) and used in class teaching.
Further, its use of levels of IMC implementation allowed us to evaluate if these levels
apply in a social marketing context. We then asked respondents for an evaluation of the
level at which they would consider their organisation to be located in the context of their
own HIV/AIDS intervention activities.
Finally, we asked respondents to comment on the similarities and differences of IMC
when used in a social and commercial marketing context. The duration of each interview
was approximately 1 hour. We analysed the results using the two-stage process
proposed by Powell and Single (1996). First, the data were transcribed. Second,
emerging themes were identified. The research team then identified relevant variables
that offered insights appropriate to the role of IMC in social marketing activities. In the
reporting of findings, we identify charities as A and B (small charities), C and D Social
(medium-size charities) and E and F (largest in terms of funding). marketing
The nature of these organisations is such that usually no face-to-face contact with the
target audience occurs at the organisations’ premises. Any direct contact occurs through
field workers. All of these organisations’ core campaigns share the common objective of
reducing HIV transmission, and the main focus is on behavioural interventions (e.g.
condom use). 231
Results
Familiarity with IMC
All respondents expressed some familiarity with IMC as a concept, and all six
respondents linked IMC to message consistency across media channels. Five
respondents mentioned branding or brand as a central concept related to IMC. Likewise,
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five respondents named customers as important actors in IMC, but only two
respondents mentioned internal stakeholders without prompting. This result suggests
relatively high familiarity with the basic concept of IMC, although mostly
conceptualised at the customer involvement and marketing levels, i.e. consistent with
the first two levels of the Schultz and Kitchen model. The emphasis on media
integration, branding and customer involvement expressed by the social marketers is
not similar to results obtained by Laurie and Mortimer (2011), who evaluated
commercial marketing communication practitioners’ views on IMC. Four respondents
indicated the topicality and contemporaneousness of IMC, although mostly within a
commercial context. This implied that respondents showed an awareness of issues in
the commercial sector. Moreover, all participants agreed that integrated messages are
an important way of achieving outcomes, both in terms of brand benefits to the
individual charity or in terms of behaviour change objectives.
Stakeholders – external
Major external stakeholders for the charities consist of the clients (or individuals
targeted by the social marketing campaigns) and funders, which can be both
governmental and quasi-governmental organisations (such as the National Health
Service in the UK) as well as private funders (individual donors, community members,
etc.).
Taking the lead from the client by engaging in consumer-focussed business and
marketing practices and offering consumer-relevant solutions and benefits is central to
IMC (Kliatchko, 2008).
All respondents agreed that client focus is at the heart of their activities, not least
because “the whole experience [of the staff and volunteers] is about improving peoples’
lives. It’s what drives every one of us here” (Respondent E). Extensive research and
expertise about the clients were achieved by being “really switched on” (Respondent A)
when it came to the target groups, not least because “most staff and volunteers have
shared experiences with the service users” (Respondent D). Therefore, “market
research”, though not always termed as such, was felt as coming “natural[ly] to us. We
[staff and volunteers] know what it feels like to be a client. Most have probably been
there” (Respondent B). In other words, client focus and understanding was derived
innately rather than resulting from an obligatory routine.
JSOCM An interesting role was attributed to funders and donors: three of the six respondents
5,3 commented that large funders, facing increasing pressure on resources, scrutinise
applications exhaustively, and that “extensive justification and data to back up that we
are delivering a lot of bang for each buck” (Respondent E) was critical to gaining
funding. This implied that funders are perceived as driving market research and
customer/client engagement. Funders also play a role in enhancing market research
232 quality, by “comparing what we claim we know and how we know it [the clients’ views]
” (Respondent F).
Individual donors on the other side were attributed a more central role in relation to
the main “charity brand”. The brand image of the charity, in turn, was described by four
of the respondents as a crucial antecedent for donations, i.e. building strong brand
recognition and creating trust-facilitated community fundraising activities:
We have huge brand recognition, which really makes it easy when asking for donations. […]
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They [donors] see the logo; they immediately know what we do. We don’t need to explain
anything (Respondent D).
Community fundraising activities, in turn, represented more than just raising funds:
“When they see us out, it’s a reminder [to engage in safe sex]” (Respondent D).
However, not all external stakeholders influenced campaign design: all six
respondents acknowledged the role of funders and clients, while individual donors were
largely overlooked. Large funders were seen as typically influencing outcome
measurements and core messages of campaigns, whereas clients, either through formal
channels, such as user groups and surveys, or through informal channels, such as
personal contacts, had substantial influence on campaign details.
Stakeholders – internal
The narrative of the “shared experience” extended to the way charities communicated to
internal stakeholders. While one charity conceded that:
[…] we may mean different things to different people. Most of our funding comes from a gay
“background”; many of our volunteers are gay, and they see us as a typical gay charity. But
most of our service users are not gay, in fact some come from quite homophobic backgrounds
(Respondent C).
The same respondent also pointed out that “both groups rally around the cause”
(Respondent C). The “shared experience” of staff, volunteers and service users resulted
in what one respondent described as a “natural fit” (Respondent A), resulting in “much
less convincing to be done [than in the commercial sector]. People here are engaged in the
issue. It’s more than just a job” (Respondent D).
However, although the engagement, especially of staff and volunteers, was a strong
point, it also had some downsides. Especially, “when trying to do things professionally”
(Respondent B), i.e. giving consistent messages, as “nobody here reads a script […] they
[the volunteers] speak directly from their hearts” (Respondent B). All respondents felt
that internal stakeholder engagement was essential to succeeding, setting the charity
and health sector “well apart from the commercial sector” (Respondent A). As one
respondent (D) put it: “They [commercial sector] are doing it by dictate. We’re winning
hearts and minds”.
Media synergy Social
There was also agreement that charities were far more creative when using media than marketing
commercial organisations, although there was a belief that the use of data to leverage
media synergy was lacking behind the commercial sector, due to less sophisticated use
and a lack of availability of data:
We’ve only just started to use a content management system for one of our sites that can track
your progress on the site, and give you appropriate menu choices based on your profile 233
(Respondent F).
Main obstacles for planned integration were budget constraints: “media planning is
really ad hoc. It’s mostly done when we have an opportunity [to get discounted or
donated space]. […] Planned synergy is difficult then” (Respondent A).
For example, we often get discounted rates we can afford over holiday periods. So we tie in
activities with that. It’s really rapid synergising then. […] possibly more creatively than would
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Discussion
Despite the exploratory nature of this study, and taking into account that care should be
taken in generalising the findings discussed beyond the parties interviewed, the overall
impression is of a clear appreciation of the benefits of IMC in a social marketing context.
Yet, there are some reservations regarding the uncritical adoption of the concept. With
regards to our first research question, we can conclude that IMC as a broad concept is
seen as relevant in the social marketing field by practitioners. However, with regards to
our second research question, there emerged subtle differences between IMC when
applied in the commercial or social sector.
The following main differences emerged around three issues:
(1) differences of customer-centric approaches between commercial and social
marketing, especially the centrality of a “shared experience”;
(2) application of IMC to charity brands or at behavioural level; and
(3) complexity of desired behaviour.
Several researchers have raised the issue of the inadequacy of customer-centric Social
approaches to IMC in commercial marketing (Eagle et al., 2007; Laurie and Mortimer, marketing
2011). In a charity-led, social marketing context the inverse appears to be true. Focus on
clients is both a common function of charities’ self-image, through shared experiences
between staff, volunteers and clients, and second, a result of funder-led control. Such a
finding is interesting specifically from a policy perspective: although this research did
not evaluate differences between social marketing campaigns led by governmental 235
bodies, charities and commercial social marketing agencies, it seems plausible that
competition within the charity sector drives more extensive outside-in direction of social
marketing campaigns, where different charities “compete” to achieve a better fit with
their perspective audiences. Thus, encouraging competition in preference to running
unified, national programmes may be a way to enhance client relevance of campaigns.
However, such competition has a potentially significant downside, in that it may
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Figure 2.
The revised IMC
model
broad calls for condom use within larger projects related to health and well-being, while Social
others may engage in a consultative role, for example, through providing feedback marketing
about potential ways to reach targeted audiences or likely reception of prevention
messages.
At the next stage, we propose the tactical coordination of marketing communication.
In the original model, this stage is the earliest stage of IMC development. However, it is
likely to occur later in a social marketing context. We suggest that this later placement 237
is the result of two main factors: First, it requires the first two stages to be completed to
ensure message relevance to a variety of target audiences. Second, it requires partner
organisations to coordinate some of their activities and work together in the design and
delivery of their respective behaviour-relevant communications. For instance, using
similar taglines and campaigns and delivering these in different parts of the country, or
to different target audiences. An example of such a cooperation in the HIV sector can be
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found in the coordinated activities under the umbrella term of “It Starts with Me” HIV
prevention project, with coordinated marketing activities amongst HIV Prevention
England, national partners such as National AIDS Manual and Terrence Higgins Trust,
as well as local partners including Yorkshire MESMAC, BHE for Equality and others.
Although the main campaign is coordinated nationally, each partner organisation
continues to operate separately and delivers the campaign to their respective target
audiences on a local and regional level.
The fourth level, consistent in following the tactical coordination of marketing
communications in commercial IMC, is the redefinition of the scope of marketing
communication. At this level, the focus would be on the integration of the customer
experience (Schultz and Kitchen, 2000). To continue with the example of the “It Starts
with Me”, this would require coordination of activities beyond the communication of
behavioural goals and the delivery of a consistent customer experience, for example, by
provision of shared testing services and coordinated activity in terms of branded
behavioural outcomes.
In the final phase, commensurate with the final and highest stage of commercial IMC,
emphasis is directed towards shared strategic planning, based on the data and
experiences from delivering the outcomes on the previous stages. An example of a
successfully integrated campaign is the Think! road safety campaign, where activities,
communications and insights are integrated across different partner organisations, each
working together in a defined partner framework to deliver strategic outcomes
connected to the campaign.
concept, but are lacking guidance as to how it might be successfully used in their specific
context. Thus, the academics and practitioners have the opportunity, based on the
model presented above, to provide more detailed strategic guidance. Future research
should evaluate IMC variations, including alternative models such as Alden et al.’s
(2011) model. Following an extension of the study to a wider range of health and lifestyle
situations to compare and contrast findings across different conditions and population
segments, professional guidance can be developed to guide strategic IMC in the social
marketing sector and to aid in the development of future interventions.
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Andreasen, A.R. (2002), “Marketing social marketing in the social change marketplace”, Journal of
Public Policy & Marketing, Vol. 21 No. 1, pp. 3-13.
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