WOMA - WOM Metrics Best Practice Guidebook

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    Measurement and Metrics Guidebook

    presented by

    Measurement and Research Council

    November 2009

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    Table!of!Contents!!!"#$%&"'"()*#(+*,"$"#&-.*/'"01&2*3#+#4)"+*5&1'*6"&'7(1819:*/'"01&2;

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    Introduction!!"#$%&'()*#$'+$,'&-$'+$('./"$01234$(5&6#/)78$)7)/)5/)9#*$"5*$%&5:/):5;;

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    !"#$%&'()*%#+))&,-+'.,%(+%"%-")(/#01")%2&()/#%($"(%#"'%3&%0,&.%(+%2&",0)&%($&%40"'(/(*%+)%40"1/(*%+5%6789%

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    http://golinharris.com/http://golinharris.com/http://scoutlabs.com/http://scoutlabs.com/http://golinharris.com/http://scoutlabs.com/http://kellerfay.com/http://bazaarvoice.com/http://golinharris.com/http://scoutlabs.com/http://bzzagent.com/http://bzzagent.com/http://kellerfay.com/http://bazaarvoice.com/http://scoutlabs.com/http://bzzagent.com/http://bzzagent.com/http://satmetrix.com/http://bazaarvoice.com/http://scoutlabs.com/http://motivequest.com/http://motivequest.com/http://satmetrix.com/http://satmetrix.com/http://kellerfay.com/http://motivequest.com/http://matchstick.ca/http://matchstick.ca/http://kellerfay.com/http://motivequest.com/http://comblu.com/http://comblu.com/http://motivequest.com/http://comblu.com/http://comblu.com/http://comblu.com/http://comblu.com/http://comblu.com/http://comblu.com/http://comblu.com/http://comblu.com/http://comblu.com/http://comblu.com/http://razorfish.com/http://razorfish.com/http://webershandwick.com/http://webershandwick.com/http://stepchangegroup.com/http://stepchangegroup.com/http://webershandwick.com/http://webershandwick.com/http://stepchangegroup.com/http://webershandwick.com/http://stepchangegroup.com/http://stepchangegroup.com/http://webershandwick.com/http://stepchangegroup.com/http://stepchangegroup.com/http://webershandwick.com/http://webershandwick.com/http://stepchangegroup.com/http://stepchangegroup.com/http://stepchangegroup.com/http://stepchangegroup.com/http://stepchangegroup.com/http://stepchangegroup.com/http://stepchangegroup.com/http://razorfish.com/http://webershandwick.com/http://webershandwick.com/http://webershandwick.com/http://newmarketinglabs.com/http://comblu.com/http://comblu.com/http://comblu.com/http://matchstick.ca/http://motivequest.com/http://satmetrix.com/http://bzzagent.com/http://kellerfay.com/http://scoutlabs.com/http://bazaarvoice.com/http://golinharris.com/http://stepchangegroup.com/
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    Measurement!and!Research!Framework!(adapted!from!Terminology!Framework)!!!"##$%&'()*+,-./.01'2*3+)4.*5'67889:;;4.++387.*)?'@1'87)'A)&)3*B7'

    C.>-B,/',-'DEEF'4,87'87)'0.3/'.G'B*)38,-0'3'>-,G,)?'G*3+)4.*5'G.*'?)&B*,@,-0'3-?'+)3&>*,-0'4.*?'.G'+.>87'+3*5)8,-0**)-B)'.G'!"#'B.++>-,B38,.-J'7,B7',-B/>?)&'O3*8,B,93-8&'687)'L47.N=J'$B8,.-&'3-?'!"#'P-,8&'687)'L&31&'4738N=J'Q)->)&'687)'LB73--)/N=J'4

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    Table!1!Measurement!and!Research!Framework!(adapted!from!Terminology!Framework)!

    WOM!EPISODE! Who! How! What! Where! Result! ROI!Objects!>! "#$%&'&(#)%! *'%&+)! ,-./)&%! 01)21! -2%'+31!4&)%1)%&+)!5!

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    Table!2!WOMMA!Measurement!Guidebook!Reference!Guide!

    !!!!!!!!!!!!!!!!!!!!!!!!!!!"#$%&'(!)#($!*%+'$&'#(!,-&.#)//0! ! 6

    !If!you!want!to!

    measure!this!type!of!program!!

    which!is!defined!as! ...then!read!these!entries:!

    Buzz!Marketing:!! -1234!52456789:2;23?'93G=293!H9;C?3E!(5>8J5I!%/&I!(88B9C=!=53E!

    M1CJ5!>1!C13!J;CB1I!>3E!E21JC11293!

    1F!

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    23:98?>=293!=9!1C7798=!=591

    +EG9J>JDI!'91=!.=293!

    Grassroots!Marketing:! /84>32P234!>3E!?9=2G>=234!G9;C3=J5F! +EG9J>JDI!'91=!*8J5I!%/&I!

    (;C!

    '93G=293!

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    1>?7;;1F!!

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    (;!"!

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    (;C!

    '93G=293!

    Conversation!Creation:! &3=

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    Advocacy!Measurement!David!Rabjohns,!MotiveQuest!!!"#$%&%'()*(&+(&%,-((./00)&1("/*%0)2/*(),(&*3(the!act!or!process!of!advocating!or!supporting!a!cause!or!proposal!!"#$%&,/*(4$($5,($6(,7/)0(8&'(,$(&%,)#/9'(0/%$11/+"(:0$"5%,*;(*/0#)%/*(&+"(%&5*/*(,$(,7$*/(&0$5+"(,7/1(7/(@/'(,$(1/&*50)+4(&"#$%&%'()*(,$3(

    A- A"/+,)6'(&99($6(,7/(")66/0/+,(8&'*(:/$:9/(#/02&9)E/(,7/)0(&"#$%&%'((AA- ./,7$"$9$9$4)%&99'()*$9&,/(&"#$%&%'(60$1(4/+/0&9(:$*),)#/(*/+,)1/+,(,$8&0"*(&+($04&+)E&,)$+;(20&+";(

    :0$"5%,;($0(*/0#)%/(

    "/,/01)+/(87/,7/0(%$+*51/0*(&0/(:0$1$,)+4($0(/0$")+4(20&+"*-(7,,:3II888-+)/9*/+K$+9)+/-%$1I/1%IT_T`]82Ia/2)+&0TbTST_]L0&+"]

    (((((((((((((((((((((((((((.H>DANO(LHO>(?D!N>ANHO(JcAYHLFFd( ( 7

    !"#$%&%']N9)/+,*-:"6(

    3. The!MotiveQuest!Online!Promoter!Score!(OPSTM)("/#/9$:/"(2'(.$,)#/^5/*,(7,,:3II888-1$,)#/e5/*,-%$1I20&+"&"#$%&%'-(>7/(F+9)+/(?0$1$,/0(O%$0/(

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    More!detail!can!be!found!here:!!"#$!%&$'($$)!*'+,-!$.-/+'$(!0#$1$!0#'$$!+-02+)1!31!-3'0!+4!0#$2'!5$-0$6&$'!7889!'$-+'0!020/$(:!;2)(:!?$0'2=1!0+!?$31,'$!5+=23/!?$(23!@ABCD!!

    #00-EFFGGGC3&$'($$)C=+6F=F'$-+'0F-$'1-$=02H$FII78J%BJ6$0'2=1J1+=23/J6$(23C-(4!!Other,!less!frequently!mentioned!metrics!include:!J!"#$!5620#!3)(!K+)$1!%(H+=3=L!B)($."?!!#00-EFFGGGC1620#3)(M+)$1C=+6F&'3)(J3(H+=3=L!

    J!

    0#$!3(H+=3=L!&$#3H2+'C!P5$$!5306$0'2.!G#20$!-3-$'!;b.-/+'2)N!0#$!@$/302+)1#2-!S$0G$$)!^$0!]'+6+0$'!3)(!X+'(!+4!?+,0#!2)!0#$!

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    Reso

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    1. '&23,&4))56&Groundswell6&-789)"-%&1:-&;%-#&)?&:118@AABBB?

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    Conversation!Volum!"#$%&&%'(#)*%#$%&&%'#+,-#.'/01#

    e!and!Share!!Overview!2/34%'5,67/3#4/&08%#8%,50'%5#6*%#/4%',&,8/036#/9#:/'"#/9#8/06*#,#1'/"0;6(#5%'47;%#/'#(#/'#;/3508167/3#=*/:#80;*#:,5#;/3508%">(#/'#6%&%4757/3#5

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    .'/01Z5#),&D)',;D[(#9/'#%P,81&%(#8%,50'%5#6*%#4/&08%#/9#

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    !"#$!%&'()*+,!%#*-!.+#+/*+#-(*%0#,%$('*)')#"(!1#+/'#2#1,33,!%#4'(#5''6#,%#+/'#4('74'(,!08#+!#2921#4'(#5''6#,%#+/'#",()+#+5!#5''6)#"!33!5,%:#+/'#3*.%$/8#+!#29;1#,%#+/'#%''#5!.30#+/'%#$!%$3.0'#+/*+#+/'('#/*)#-''%#*#=?@#!%:!,%:#,%$('*)'#,%#$!%&'()*+,!%#&!3.1'#*)#*#(').3+#!"#+/'#$*14*,:%9##A(8#*3+'(%*+,&'3B8#5'#1,:/+#",%0#+/*+#*"+'(#*#1!%+/#!%$'#+/'#$*14*,:%#'%0)#+/'#&!3.1'#!"#

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    !"

    #$#"%&"'("#)'*+,#-".$'/("0$1*"2#,,#$"3'45&"6',76$'879:"

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    Support:!!"#$%#$&"'&("#)%'*+$,"#*&,#$%#-%-&$"&*".)%&/'"0.%1*&+#-&+.*"&/'"),-%&+#*2%'*&$"&*/%(,3,(&45%*$,"#*6#%%-*7&

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    !"#$%$'#(#)*%+#,$-./#*%,&0'(..$12*%&+#3*,/#4,0$%5#+(,(#(%+#6$*.&0'$01(%.(),/,$01#(,,0(.,*6&9#,/-4*(412-,#4:-55*4/#7&0'$01(%.(%+#(#1&+*$.0)&;2$(0+#+(17&%#$-0#&% %#?&.&12&09#>#7-0./(4&+#,/@:(.)2&00;#8,$01CZ8#\]>?Z@^^_# # 44

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    !"#$%#$%&$'$()'**+,-+$#.$'//*0$#)%&$1.2+*$#.$&.(%'*$1+2%'$(.,#+,#3$4)%()$5'6%+&$4%2+*0$%,$*+,-#)3$"&+$.7$&*',-3$'(("6'(0$.7$-6'11'6$',2$&/+**%,-3$+#(83$',2$&.$6+9"%6+&$5+60$*'6-+$#6'%,%,-$&+#&$:"$#.$+,(.1/'&&$#)+$5'6%+#0$.7$7.61&8$$;$1.2+*$1"$/+,&+8$$$

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    !"#$"%&'(")&*+),-!!",.&'("/)01$2)&33!-&,1)&((-%2)4&!5"."!2).-)'"*"6$.)6!-4).1")"66$,$"*,7)-6)4&,1$*").",1*$89"2)&*+).1")$*."!3!".&.$-*)-6)194&*):9+;4"*.2/))

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    -449*$.7C).-);"*"!&.");!&22)!--.2)'9DD)&'-9.)&)'!&*+)-!)3!-+9,.C)$2).1")9(.$4&.");-&()-6)%-!+)-6)4-9.1)&!5".$*;/),4)1 Consumers Trust Real Friends and Virtual Strangers the Most, The Nielsen Company, July 7 2009.http://blog.nielsen.com/nielsenwire/consumer/global-advertising-consumers-trust-real-friends-and-virtual-strangers-the-most/1 How does sentiment work? And how accurate is it, anyway? Margaret Francis, Februrary 26 2009.http://www.scoutlabs.com/2009/02/26/how-does-sentiment-work-and-how-accurate-is-it-anyway/1 Crowdflower (A blog post about how Delores Labs most recent product offering, which allowscompanies to collect multiple judgments of the same question for quality control). Delores Labs,September 15, 2009. http://blog.doloreslabs.com/2009/09/crowdflower/

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    Value!Of!A!Conversa!"#$%&'(")'*+,-,)'(+"$.+&%"/0'1234%'56723082)'*+,-,)'9"$:%$&2;'

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    Special!Section!on!Social!Media!Success!Metric!!!!Framework:!Measuring!Conversation!Impact!of!Social!Media!Marketing!Campaigns!!"#$%&'$($)*&+,-)./&012)-3&45)$6-7%8&97"):;-:5&!What!is!Conversation!Impact?!

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    !Campaign!1:!Consumer!ImpactEvaluate!Impact!of!a!Social!Media!Community!!Program!on!Consumer!Aided!Awareness!and!Preference!"#$%#&'(!)*+!+,-.!$/0!%1,'1#$!-,(+&+2/0!,3!#!4.,'!-,$$5(&2674#+/0!%1,'1#$8!9/!/:#.5#2/0!%1/7

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    Campaign!2:!Influencer!ImpactEvaluate!Impact!on!Influencer!Preference!for!the!Brand!Based!on!a

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    $0.9.0.',.!%'!*+,%"-!#./%"!#.'2%+'*>!"*!#."*10./!;=!0.-"2%6.!*4"0.!+9!$+*%2%6.!6+%,.!%'!*+,%"-!#./%"7!B4%*!

    0.$0.*.'2./!"!C7(D!%',0."*.!%'!$0.9.0.',.!"#+'&!24+*.!$+*2%'&!%'!*+,%"-!#./%"!";+12!24.!;0"'/7!

    !

    How"to!Note:!We!used!a!software!monitoring!product!with!accurate!sentiment!classification!to!track!and!

    categorize!the!sentiment!of!social!media!mentions!around!the!brand!and!its!competitive!set.!!To!allow!for!cross"

    channel!campaign!impact!assessment,!we!can!compare!sentiment!in!specific!social!media!campaign!targeted!

    influencer!blogs/microblogs!to!overall!social!media!sentiment.!

    !!

    E+0!#+0.!/.2"%-*!+'!24.!5+'6.0*"2%+'!F#$",2G!"$$0+",4!2+!*+,%"-!#./%"!#."*10.#.'2!6%*%2!

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    !!!!!!!!!!!!!!!!!!!!!!!!!!!PQBRF5S!TQSB!URV5BF5QS!WXF?QT88Y! ! 53

    http://www.360digitalinfluence.com/http://www.360digitalinfluence.com/http://tr.im/360dihttp://www.360digitalinfluence.com/http://tr.im/360dihttp://www.360digitalinfluence.com/http://tr.im/360di
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    Framework:!Keeping!Score!of!Social!Influence!Marketing!(SIM)!!"#$%!#&'"(%)*+,-.#/"%

    %

    0$1-2%3*2%4,-1%*&3%4,-1%415-#6/%/7-.*61%.,-%41*/7-#&'%/,6#*8%413#*%*&3%/,6#*8%#&.871&61%4*-915#&':%;15-#6/%

    5"*5%1&*

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    Framework:!Social!Media!Metrics!"Inline"!Tim!Marklein,!Weber!Shandwick!!!"#$%#&'()*)&+(,%-&'%.#/"#&%01*##&/(,%21"34"#$%5&6.$+*)1"0(,%7.'%(1.8/5%4.5*!9(%6*+:&4&+(%#*;"$*4&%41"(%

    01*#$"#$%/*#5(0*)&

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    Case!Study:!Social!M!"#$%&'()*+,'-).'/012)$%&3'(04#'

    edia!Marketing!in!the!Restaurant!Business!!5&'3)&)106,'1)#$0"10&$#'70*)'0'8).'90%&'.0+#'$70$'$7)+'$+:%;066+'9012)$'$7)%1'4"#%&)##'#:>$#,'70*)'$)6)*%#%>&';>99)1;%06#':1>?";)?,'0&?'3104':1%9)'4%664>01?'6>;0$%>@''

    A66'>8'$7)#)'9012)$%&3'$>>6#'.%66'7)6:'30%&'0'1)#$0"10&$'*%#%4%6%$+'0&?')B:>#"1)@''C7)+D1)':01$'>8'9>#$')#$0"10&$#D'9012)$%&3'$>>64>B)#@''E"$,'$7)#)'9012)$%&3'$>>6#'?>&D$'7)6:'.7)&'0&'%&;1)0#%&3'&"94)1'>8'1

    )+)4066#'01)'$"1&%&3'$>'F>>36)'0#'$7)%1':1%901+'#>"1;)'>8'%&8>190$%>&@'

    '

    G7)&'9+'4)#$'81%)&?'0&?'&>.H:01$&)1,'!>#):7'F%>&81%??>,':"1;70#)?'I09%&%$>'A13)&$%&)0&'J$)027>"#),'$7)'

    )B$)&$'>8'$7)'1)#$0"10&$D#'.)4':1)#)&;)';>%#$)?'>8,')##)&$%066+,'K"#$'0';>:+'>8'$7)'9)&"@''!>)'.0#'#:)&?%&3'

    6>;06'&).#:0:)1#'0&?'10?%>'#:>$#@''C7)'1)#$0"10&$'.0#'#$1"336%&3'$>'#"1*%*)'

    :01)?'.0#'#>9)'>8'$7)'4)#$'5,'0&?')*)1+>&)')6#)'$70$';09)'$71>"37''

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    '

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    '''''''''''''''''''''''''''/QCL5IJ'EQJC'YLAIC5IQJ'FZ5PQERR[' ' 56

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    !"#$%&'(#)$*+$,*%-#)./!0*%.$!"/!$/)#$.!/)!#1$/%1$!*%.$'*)#2$3"#$,"/44#%5#$0.$6##70%5$&7$80!"$/44$*+$!"0.$1/!/$

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    Case!Study:!Crafting!Social!Media!and!ROI!Metrics!in!an!Online!!Knitting!Community!"#$%%'#()&$%*+,&-(!"#.,+$,"#(

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    !"#.,+$,"#/$(01'2"$"013('$(%"(4+'56,(7"#.,+$&%'"#(8,%+'7$(9%1+"*61('%$(0+"0+',%&+3(!"#.,+$&%'"#(:'#'#6;(

    2'$%,#'#6(02&%'%1(%1,(#,>(%,71#"2"63('#((&%%,80%(%"(,#6&6,((7"##,7%(>'%1('%$(0&$$'"#&%,(

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    (>'22('#7+,&$,(7*$%"8,+$N(2"3&2%3((0+"0,#$'%3(%"(4*3(%1,(7"80N$(0+"5*7%$B!ImplementationO'%1(!"#.,+$,"#N$($%+&%,6'7(6*'5,-(%1,(NE&+#7+&,,K23((&$(5,$'6#,5(%"(4,(&(7"#.,+$&%'"#(>'%1(7*$%"8,+$((K#'%%'#6(7"88*#'%3(

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    Case!Study:!Small"But"Scrappy!Marketing!on!Facebook!for!a!

    Smart!Pen!!"#$%&'()*#+%,#-.)%/("#%

    !

    Background!

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