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International Journal of Nonprofit and Voluntary Sector Marketing Volume 6 Number 3

Lifestyle segmentation and


museum/gallery visiting behaviour

Sarah Todd* and Rob Lawson


*Department of Marketing, University of Otago, PO Box 56, Dunedin, New Zealand;
Tel: ⫹64 3 479 8157; Fax: ⫹64 3 479 8172; e-mail: stodd@commerce.otago.ac.nz
Received (in revised form): 2nd February, 2001

Sarah Todd is a senior lecturer at the Univer- demonstrates significantly different media charac-
sity of Otago (NZ) where she primarily teaches teristics, there are important implications for the
and researches in the area of consumer be- placement and tone of promotional messages.
haviour. She has special interests in lifestyles
and values research, together with self-concept,
and is currently developing a research pro- INTRODUCTION
gramme looking at children’s consumption. Museums and art galleries are increasingly
having to compete for funds, and provide
Rob Lawson is a professor of marketing at the evidence of their own attempts to attract
University of Otago (NZ). Much of his recent visitors and (hopefully) donations. No
research has involved values and lifestyles, and longer are they just places for students of
he is the head of a major project looking at the history and art to visit, rather there is
social impacts of tourism. increased emphasis on their operating in a
businesslike fashion. Unlike conventional
businesses though, they often rely fully on
ABSTRACT funding from grants, bequests and visitor
A number of variables have been used in the donations or entry charges. As Sargeant’s
quest to understand better who visits museums classification of nonprofit organisations
and art galleries. This paper proposes the use of suggests, this places them alongside in-
lifestyle segmentation in an attempt to under- stitutions such as hospitals and schools.1 In
stand how museum and art gallery visits fit in similar fashion to many of these institu-
with other aspects of the visitors’ life. Research to tions, there is a belief that museums and
date has tended to focus on those who actually art galleries are there for the ‘public good’.
visit, but little has been done to enhance an Such a term is vague and ill-defined,
understanding of non-visitors. Lifestyle studies, resulting in the barrier to improved
undertaken across a representative sample of a market performance experienced by many
population, offer the potential to understand not nonprofit organisations reliant on public
only those who visit, but also those who do donations, namely the lack of a well-
not. defined market.2
Seven segments result from this lifestyle With museums in particular moving
analysis of New Zealanders, with a significant towards providing not just an educa-
relationship evident between lifestyle grouping tional experience, but also an entertaining International Journal of Nonprofit
and Voluntary Sector Marketing,
and frequency of visits to museums and art one,3 there is now more of a need than Vol. 6 No. 3, 2001, pp. 269–277.
䉷Henry Stewart Publications,
galleries. As each of these lifestyle segments also ever before for museum and art gallery 1465–4520

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Lifestyle segmentation and museum/gallery visiting behaviour

management to understand their markets, consumer lifestyles through AIO (at-


not just in terms of who they are, but also titudes, interests and opinions) schedules,
in terms of their needs and wants. Re- demographics and product usage has been
searching visitors to museums and galleries established since the 1970s8 and was first
is relatively easy, but finding out more applied in New Zealand in 1979.9
about those who do not visit, or do so
only very infrequently, poses more of a
problem for the individual organisation. METHODOLOGY
This paper proposes that the use of more Data for analysis in this study were taken
global lifestyle surveys offers the oppor- from the ‘New Zealand towards 2000’
tunity to find out about both the visitor database. This contains information from
and the non-visitor, while also enhancing 3,773 New Zealanders’ responses to a
an understanding of how visits to such self-completion questionnaire. Conven-
cultural centres fit in with the rest of the tional AIO-type questions were asked,
visitor’s life. together with a number of demographic
In recent years, research into museum variables included for classification pur-
and gallery visitors has focused more on poses. A variable specifically asking about
visitor experiences, with individual vari- frequency of visits to art galleries and
ables such as expectations, satisfaction and museums was also included. The ques-
information sources used being studied. tionnaire was administered via a mail
While motivations and resulting be- survey to a random sample of 10,800
haviour patterns have been considered,4 individuals throughout New Zealand,
Thyne5 notes the scarcity of work using using a commercial mailing list. The
psychographic variables to understand letters were personally addressed, and
visitors better. She found values, inferred reminder letters were sent out one week
from a qualitative study of visitors’ after the initial mail out.
motivations, offer informative insights Eight hundred and sixty question-
into not just why people chose to visit naires were returned as undeliverable and
museums but also into what they wanted 3,773 fully completed questionnaires were
from their museum experience. returned for analysis, giving an effective
In the wider area of marketing, response rate of 37 per cent. This was
and consumer behaviour in particular, regarded as highly satisfactory given the
psychographic or lifestyle measures have length and complexity of the question-
been found to give an enhanced naire. Two slight biases were identified in
insight into organisations’ customers, terms of age and ethnic composition.
allowing more effective communication Gender, income and geographic distribu-
and marketing programmes to be tion were excellent. With respect to age,
implemented.6 The term ‘style of life’ was there was a slight underrepresentation of
coined over 50 years ago by Alfred Adler those aged 65 years and over, although no
to refer to the goals that people share and one age group was overrepresented in the
the ways they use to reach them.7 sample. The most likely explanation for
Offering a more comprehensive view of this bias is the length and complexity of
behaviour and the motives that underlie the questionnaire, which may have been
many of the experiences chosen and off-putting for some older people, or
purchases made by consumers, they are those for whom English is not their first
regarded as advantageous for market language. After weighting to account
segmentation. Constructing and profiling for this underrepresentation, the respon-

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Todd and Lawson

dent profile is representative of New least 0.8 probability of being correctly


Zealand’s population, based on 1996 classified. This latter figure rises to 80 per
census figures. cent if 0.7 probability is used.
In order to check for non-response bias, Cluster sizes were then weighted on the
a sample check was carried out in the basis of age and ethnicity, to compensate for
suburbs of Roslyn and Wakari in west the aforementioned underrepresentation of
Dunedin. (Dunedin is one of the five main older New Zealanders and those from
cities in New Zealand.) Based on census ethnic minorities. Overall, the effect of the
data profiles, these suburbs are representa- weighting on individual clusters was minor,
tive of the larger New Zealand population with changes in segment sizes ranging from
in terms of age, income distibution and 0.3 per cent to 2.7 per cent.
education. Three hundred questionnaires Table 1 provides a brief profile of the
were delivered to every fifth household seven lifestyle clusters, based on their
selected on a random walk through the major characteristics, and an indication of
areas. The person in the household aged the percentage of the population repre-
over 18 years old with the last birthday sented by each. Other information about
was asked to complete the questionnaire. each segment pertinent to this particular
Responses from this sample were then study is summarised below. (For a fuller
checked with the rest of the sample and also profile, see Reference (10).)
the Dunedin responses from the main
sample. Particular attention was paid to Active ‘family values’ people (15.5%)
the clustering variables for the segmenta- Members of this segment are characterised
tion analysis. Significant differences (at by values and activities which revolve
p ⬍ 0.05) were identified for only seven of around traditional established codes, speci-
the 171 AIO variables that were used for fically the family, church and community.
clustering. This is less than would have They hold traditional social, moral and
been expected to occur through random religious principles. Being strongly sup-
variations, and no particular pattern could portive of the family unit, Active ‘family
be ascribed to the variables or the direction values’ people spend a great deal of time
of the differences. doing things with their children and
engaging in family outings. They are
low consumers of radio and television.
RESULTS Demographically, those in this segment
are spread across all ages, although slightly
Lifestyle segmentation skewed towards people 55 years of age
The lifestyle segmentation was achieved and over. They represent a higher
using k-means non-hierarchical clustering proportion of large families, with three or
techniques on SPSS for Windows. Ran- four dependent children still living at
dom starting points were taken as cluster home. Most are well educated and in (or
centres, saved and then reclustered until retired from) occupations which are
the number of cases changing cluster was relatively high in terms of social status.
minimised. The seven-cluster solution sta- They are middle-income households with
bilised after nine iterations. Discriminant one main income earner.
analysis confirmed that the seven-group
solution was preferable. Correct classifica- Conservative quiet lifers (13.5%)
tion occurred for 87.29 per cent of the The people comprising the conservative
cases, with 62 per cent of cases having at quiet lifers are the oldest in the study.

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Lifestyle segmentation and museum/gallery visiting behaviour

Table 1: Lifestyle cluster profiles

Active ‘family values’ people (15.5%) Family and community focus


Traditional principles
Positive outlook
Conservative quiet lifers (13.5%) Homebodies
Conservative views
Reflective and nostalgic
Educated liberals (9.7%) Socially concerned
Progressive and egalitarian
Enjoy variety and diversity
Accepting mid-lifers (17.1%) Observe rather than partake
Accepting of status quo
Content
Success-driven extroverts (16.4%) Self-oriented
Value free enterprise
Actively ambitious
Pragmatic strugglers (14.7%) Family survival focus
Politically conservative
Determined
Social strivers (13.0%) Outer directed
Conformist
Feel life is a struggle

These individuals are mostly retired and sophisticated individuals with a wide range
widowed, and live a passive, solitary of interests, and are concerned with social
existence, which revolves around reflec- issues and open to change. They are
tion, simplicity and subsistence. The characterised by their strongly individualis-
majority own their home debt-free, and tic, confident and progressive outlook on
have low education and income levels. life. The typical educated liberal is a very
The solitary existence of conservative quiet highly educated, professional female on an
lifers is evidenced by the passive, home- above-average income, who prefers life in
based activities and interests in which they the big city to that of the countryside. In
partake. They are loners who do not like line with this, a high proportion live in
being surrounded by lots of people or primary urban areas. Educated liberals thrive
forming new friendships, and who prefer on richness and diversity. They like
to work on their own. Their interests travelling and exploring new places, enjoy
include gardening, doing crosswords, at- new exotic foods and are generally inter-
tending church, watching television and ested in activities and ideas which stimulate
listening to the radio. They are least likely their intellect. Their level of education
to engage in entertainment such as social fosters an interest in cultural activities such
outings, or to attend cinemas, art galleries as theatre, libraries, museums and art
or museums. exhibitions. Educated liberals are heavy
readers of books and magazines, but are the
Educated liberals (9.7%) lowest consumers of both radio and
Educated liberals are a group of New television. The majority of them are single,
Zealanders comprising nearly one-tenth of or living with their partner, with two-
the total adult population. They are thirds having no children.

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Accepting mid-lifers (17.1%) of this group are between 20 and 39 years


These individuals are characterised by a of age. Success-driven extroverts are well-
general acceptance of their lives and educated and are generally married, either
society. This is demonstrated by a lack of with no dependants, or with one or two
strong feeling regarding political and social children living at home.
issues. Accepting mid-lifers place limited
value on spending time with others, Pragmatic strugglers (14.7%)
seemingly content with their own com- The pragmatic strugglers comprise nearly
pany. Demographically, they are weighted one-seventh of the New Zealand adult
towards European males, of New Zealand population. They are characterised by
or United Kingdom descent. Although their liking of practical, simple and natural
represented in all age categories, this living; their interests revolve around
group is slightly weighted towards people practical activities related to the home and
in the 30–44 year-old bracket. The family. They are frequent radio listeners,
majority are married or living with a and enjoy viewing television movies,
partner, with half the households having action/drama programmes, comedies and
two adult income earners, and at least one other soap operas. Demographically, prag-
dependent child at home. In relation to matic strugglers are skewed towards females
the total sample, accepting mid-lifers have under 35 years of age. Although almost
average incomes, education and occupa- two-thirds have at least one dependent
tional levels. child at home, the majority are unmarried,
and thus do not represent a traditional
Success-driven extroverts (16.4%) nuclear family. They are low in terms of
Success-driven extroverts are ambitious, ac- income and educational qualifications and
tive, independent people who feel in con- overrepresented in the lower occupational
trol of their lives and destiny. They possess categories.
abundant resources and possessions, which
reflect their desire to attain the better things Social strivers (13.0%)
in life. They are motivated by success, not Social strivers are characterised by a conflict
only in their careers but also socially. between their perceived ambitions and
Success-driven extroverts like to ‘live it up’ and their actual circumstances and achieve-
socialise, and are less attracted to simplicity ments. Their outlook is generally pes-
and natural living. This group is driven by simistic. Social strivers are concerned about
a strong urge to impress, paying careful the opinions and approval of others, and
attention to their image and general ap- express conservative, cautious and con-
pearance. Success-driven extroverts are leaders, forming, but often conflicting, views.
who enjoy life in the big city. They are Traditional codes such as religion, family
interested in sporting and entertainment and the community are important to social
activities. Other interests include attend- strivers, and these form the basis of their
ing movies and theatre, and going on interests. They frequently view televi-
family outings. Success-driven extroverts are sion, listen to the radio and read
high-income professionals, with one in magazines. Demographically, this group,
five being self-employed. They do not while represented in all age categories,
consume a great deal of radio or tele- is weighted towards individuals over
vision, although they are above-average the age of 45 years. Social strivers are
viewers of sport programmes and com- lower on educational qualifications and
edies. Demographically, the vast majority household income, with a large propor-

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tion being unemployed, working part-


time or retired. Many are divorced or Table 2: Frequency of museum/gallery
widowed, and over half have at least one visits
dependent child at home.
Never Yearly Monthly Weekly
Museum and art gallery visits 41.2% 51.4% 6.0% 1.5%
As shown in Table 2, just over half the
sample indicated that they visit an art
gallery or museum at least once or several
times a year. When lifestyle cluster mem- reasons for visiting or not visiting also
bership is cross-tabulated with the be- differ by group. For example, conservative
havioural variable regarding the frequency quiet lifers are the least likely group to look
of visiting museums and art galleries, a outside of their home environment for
highly significant relationship is observed entertainment, and are also less motivated
(p ⫽ 0.000). to join in social occasions. Accepting mid-
From Table 3 it is apparent that edu- lifers, on the other hand, appear less likely
cated liberals are the most frequent visitors, to visit museums and art galleries because
while conservative quiet lifers and accept- of the effort involved, preferring passive
ing mid-lifers are the least likely to visit. entertainment opportunities such as those
These latter two segments do not share offered on television. Success-driven ex-
demographic characteristics, and thus seg- troverts and active ‘family values’ people ap-
mentation purely on a demographic basis pear to have similar visiting behaviour. A
would not provide such an insight. When look at their psychographic profiles sug-
the profiles of each of the lifestyle seg- gests that the former will be there more
ments is studied, it is apparent also that the for the status and prestige often associated

Table 3: Visiting behaviour by lifestyle segment

Visited an art gallery or museum


Nevera Yearly Monthly Weekly
Segments % % % %

Active ‘family values’ 34.7 59.0 5.0 1.3


11.9 16.1 11.7 12.7
Conservative quiet lifers 55.1 41.4 2.5 1.0
14.1 8.5 4.5 7.3
Educated liberals 11.8 66.7 18.3 3.1
3.5 15.6 36.9 25.5
Accepting mid-lifers 55.9 41.1 2.7 0.3
24.3 14.3 8.1 3.6
Success-driven extroverts 32.7 60.4 5.6 1.3
15.3 22.5 18.0 16.4
Pragmatic strugglers 48.2 45.4 4.7 1.7
18.1 13.7 12.2 15.5
Social strivers 49.1 43.9 4.7 2.2
12.9 9.2 8.6 16.4

a
⫽ The top figure is the percentage within the segment and the bottom figure is the percentage within that
visit frequency

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Todd and Lawson

Table 4: Visitors versus non-visitors regression

B S.E Wald d.f. Sig. Exp(B)

Step 1
Education 0.301 0.019 261.464 1 0.000 1.352
Constant 0.983 0.089 122.137 1 0.000 0.374
Step 2
Gender 0.255 0.071 12.802 1 0.000 0.249
Education 0.304 0.019 264.243 1 0.000 0.946
Constant ⫺1.389 0.145 91.634 1 0.000 1.305
Step 3
Segments ⫺0.056 0.019 8.596 1 0.003 0.946
Gender 0.266 0.071 13.885 1 0.000 1.305
Education 0.300 0.019 255.512 1 0.000 1.350
Constant ⫺1.161 0.164 49.996 1 0.000 0.313
Step 4
Segments ⫺0.058 0.019 9.323 1 0.002 0.944
Gender 0.293 0.072 16.4323 1 0.000 1.341
Education 0.285 0.020 211.798 1 0.000 1.330
Total income 0.037 0.014 6.777 1 0.009 1.038
Constant ⫺1.273 0.170 56.084 1 0.000 0.280

with such institutions. Active ‘family values’ contribute more to whether one visits a
people, however, are more likely to be museum/gallery or not than do the
visiting for educational reasons and be- lifestyle segments alone. While the seg-
cause museums and galleries offer a form mentation variable did not go into
of entertainment/education in which the the model in the first step, the two
whole family can participate. demographic descriptors that did enter
first (gender and education) are strongly
Non-visitors versus visitors associated with the two lifestyle segments
A binary logistic regression (WALD that comprise the most frequent visitors to
method) was run to give an insight into museums/galleries (namely the educated
which variables best described those who liberals and the success-driven extroverts).
had visited a museum/gallery and those Both these segments consist of highly
who had not. Lifestyles cluster (segment) educated people, with educated liberals
membership, gender, education, number being predominantly female and success-
of children under 16 years of age and total driven extroverts male. Of all the lifestyle
household income were the independent groupings, these are the two that have the
variables. The dependent variable com- strongest gender and education associa-
prised two groups, namely those who had tions.
not visited a museum/gallery ever (or not
in the last year), and those who had visited
at least yearly. CONCLUSIONS AND IMPLICATIONS
Based on that regression (see Table 4), An often-cited problem with research
it is evident that the demographic descrip- undertaken by institutions such as
tors gender and level of education museums and galleries is that little or no

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Lifestyle segmentation and museum/gallery visiting behaviour

insight is offered into non-users. Thus, dissuade the educated liberals from visiting.
there is little information available on Success-driven extroverts, who display simi-
which to base promotional efforts to lar visiting behaviour to the active family
attract new users or visitors. Linking in values group, are more likely to be at-
with global lifestyle surveys offers the tracted to ‘big name’ exhibitions that carry
opportunity not only to understand better with them a distinct image. With distinct
those who are visiting, but also to gain an relationships evident between media con-
understanding of why people are not sumption and lifestyle segment, media
visiting. Lifestyle (AIO) data provide a vehicles can be carefully selected to en-
fuller profile of an individual’s interests sure that no cross-over of the different
and activities, and thus marketers can see positionings occurs, allowing for distinct
how their product should be promoted in targeted messages to be placed, rather than
a way that is compatible with the market’s promotional efforts which focus on the
lifestyle. product (museum or gallery) itself. In
While not explicitly asking about terms of fundraising appeals, and attracting
motivations or reasons for visiting, it is donations, it is evident that some people
evident from the findings discussed above are more involved with their visits, as
that even frequent visitors, who may be compared to those who visit only to
described in a similar way if merely using acquire the associated status. That is not to
demographics (eg younger, highly edu- say that the latter group may not be
cated professionals earning high incomes), interested in donating, as that in itself can
may be further segmented in terms of be handled in such a way that status is
their reasons for visiting. For example, accrued. However, the types of appeals
success-driven extroverts are more likely to used should be different for the two
respond to status and image-related ap- groups.
peals than are educated liberals. The next It is also evident that a sizeable segment
most frequent visitor group comprises of the population is unlikely ever to visit
active ‘family values’ people and, on the basis a museum or gallery. This study suggests
of other knowledge gained about this that that is not dependent on the actual
segment, it is apparent that they visit exhibition or institution, but rather that
because museums/galleries are considered such visits are incompatible with their
to offer an educational experience the lifestyle. For example, conservative quiet
whole family can participate in together. lifers are homebodies who do not search
In a similar vein, inferences can be beyond the bounds of their home en-
made about the types of exhibitions each vironment for entertainment, and nor do
group is likely to enjoy and to which they particularly enjoy social occasions.
they will be most attracted. Additionally, Bearing these significant differences in
lifestyle segments have been found to attitudes and behaviours in mind, it is
be characterised by their use of par- apparent that promoters of museums and
ticular media, and such information can galleries must make strategic choices as to
be used when making decisions about the whether they wish to try and attract
placement of promotional messages. For those who are currently non-visitors, or
example, promotional appeals which posi- whether they would be better working
tion the museum/gallery as a place to towards increasing the number of visits
which the whole family can go and be and involvement of those currently visit-
entertained would appeal to the active ing.
‘family values’ segment, but would be likely to Overall, it can be concluded that the

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Todd and Lawson

use of generic lifestyle studies has the of the Academy of Marketing Science, Vol.
advantage of enhancing an understanding 10, No. 3, pp. 208–216.
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visiting museums and galleries appears Touristic Expectations’, Annals of Tourism
incompatible with the lives of a number Research, Vol. 24, No. 1, pp. 23–40.
(4) Jansen-Verbeke, M. and van Redom, J.
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(1996) ‘Scanning Museum Visitors —
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and appropriate media that can be used in Values of Museum Visitors’, The
promotional campaigns. International Journal of Nonprofit and
While this study did not touch directly Voluntary Sector Marketing, (forthcoming).
on motivations for visiting, or benefits (6) Lawson, R., Tidwell, P., Rainbird, P.,
sought from the visits, some underlying Loudon, D. and Della Bitta, A. (1996)
‘Consumer Behaviour in Australia and
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New Zealand’, McGraw Hill, Inc.,
search should pursue this avenue more Sydney, Australia.
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