Marketing in a mobile-first world: Tackling the why and the how

Opinion Piece

Abstract

This discursive paper considers how mobile usage among consumers has developed differently in India and other emerging markets compared to the developed West. The author looks at the behaviour of a young generation that has only ever connected to the internet via a mobile device. After considering why marketers worry about their lack of mobile marketing skills, the paper offers a seven-step process for undertaking marketing projects in this new channel.

Keywords

mobile marketing customer insight advertising development marketing capabilities 

Learning: As a father

Elation only fathers can feel

When my son was still a toddler, I used to spend a lot of time around him. It was fun to watch him teaching himself to do the things that we as grown-ups take for granted. Once in a while, though, he would do something that gave me a new direction to think in. On one occasion, I was surfing channels on the TV and playing with the remote in my hand. My son was close by, engrossed in studying the underbelly of the coffee table. As I flipped through channels, a kids’ programme was playing his favourite nursery rhymes. I kept surfing without a second thought, but the few notes he heard caught his attention. He immediately left the coffee table alone and went to the TV screen. Then, using his tiny fingers on the screen, he started swiping, as if to go back to the previous channel. It caught my eye and I felt a sense of elation that only fathers can feel when they spend very little time with their sons. Excitedly, I called up my wife and narrated what had happened. Her flat voice was enough to tell me that he had done this several times before.

I was convinced my son was special and I wanted the world to know it. I recorded it on my phone the next time he did it and uploaded it on YouTube. But then I noticed that all the keywords that I used seemed to bring up other similar videos. It was as if a whole generation of specially gifted kids had come down from the heavens and swiped their TV sets. And they had done it often enough for their doting parents to put it up for the world to see.
First technology encounter is mobile

That’s probably the first time the marketer in me started to think about the ‘mobile-first’ generation seriously. Initially, I just thought of it as a demographic target audience. It seemed that many children between 7 and 12 years of age from urban, well-to-do homes around the world have had their first brush with technology in the form of a mobile device. They think differently because access to the internet and ease of use was built into the technology that they started with.

My work over the past 2 years, across several markets, has forced me to relook at this definition because this behaviour extends beyond just ‘Millennial kids’. Most emerging markets are teeming with a far bigger set of such people, well beyond the Millennials. Let’s look at how this is reshaping India and the challenges that marketers face in such markets.

The many markets of India

Tomorrow belongs to India

India is a country of 1.2 billion people and the average age of the population is 24 years. That’s a lot of very young people, many of whom are part of a growing middle class. They have big dreams and aspirations and a belief that tomorrow belongs to them. They are all alike and yet each one of them tries to stand out from the crowd. There is a real sense of ‘the world around me is improving and I need to do much more to compete in it’.

The mobile landscape in India is very different from most developed countries, too. There are over 800 million mobile phone connections in India today. No, there was no typo there. According to the annual study done by the Internet and Mobile Association of India (IAMAI), there are 868 million mobile subscribers in India. Of these, IAMAI estimates the rural mobile subscriber base to be close to 343 million already. The study, conducted in the first half of 2013, also estimates that there are close to 431 million handsets that are internet-capable already.

The number of smartphone users is currently expected to be lower at close to 200 million. But with 3G tarrifs dropping to less than half in the past few months, this number is also expected to grow by high double digits in 2014. That 200 million is itself a huge number. By contrast, the United Kingdom is estimated to have 36 million smartphones.
Mobile feeding needs of young population

Disruptive growth usually comes on the back of an unfulfilled need. The mobile growth story in India is no exception. The Indian subcontinent is one of the largest landmasses in the world. Post independence, the market continued to have very low penetration levels of landlines. Therefore, mobiles phones thrived and penetration galloped. Similarly, home PCs were costly to buy and difficult to maintain, making them accessible only to a privileged few. Data consumption on the back of mobile usage has grown far faster and is much more democratic in its reach. A young, aspiring population always had the need; the market simply catered to it.

In India today, you are looking at a young, mobile population that expects the future to shape up the way they want it to. The environment is primed for them, too. With Nokia selling out to Microsoft, the future of feature phones doesn’t look very bright. At the same time, ‘inno-vention’ by various Indian and Chinese manufacturers has made it possible to own a smartphone for as little as US$80.
Change happening in years, not decades

Tablets and phablets from local and global firms find traction among millions. To feed on this hunger, telecom giants are doling out data packs like Santa Claus, and platforms like Facebook and Google are ensuring that there is enough reason and content to consume that data. With a big, young population, new habits are easier to form. Changes that took a decade or more in developed countries are happening in many emerging markets in just 1 year.

Feature phones are now out of fashion among this customer set. Their first phone is usually a smartphone. Low-priced prepaid packs give them access to voice and data. From my own consumer work, I know that they spend almost 30 per cent of their pocket money on voice and data packs. These consumers have some common traits. For most of them, their first (and often only) access to the internet has been through a mobile phone. This shapes the way they seek information, consume entertainment, engage on social media and so on. It is not a borrowed habit, transferred from PC to mobile as it is for most of us. Their reference point itself is different.
Mobile first is the new digital native
This is probably where the emerging markets differ from other developed countries. In most developed economies, ‘digital natives’ grew up with the web on a PC screen. The youth in India and much of the developing world skipped this cycle completely. In the Indian context, mobile-first is the new digital native.
Wi-fi draws more consumers than sales promotions

The interesting thing is that, even in markets where conditions may be different, some of this behaviour gets replicated. For example, in a country like Myanmar, which is just waking up to the world’s attention, this generation finds a way out. Myanmar has only one telecom provider today and data speeds aren’t great. Young men and women in Yangon spend almost 35 per cent of their monthly pocket money on the basic service. Data from the telecom service provider is too costly to consume, and therefore they live off the wi-fi hubs that businesses around the city have put up. Retailers, cafes and so on have figured out that a good wi-fi network can pull in a much bigger crowd than their best ‘20 per cent off’ promotions can. It’s a win-win for both. At the other end of the spectrum, countries like many in the Middle East, where PCs and laptops are aplenty, the younger generation lives its life on the mobile screen. Smartphone penetration in Saudi Arabia and the UAE is upwards of 150 per cent.

What is common across all of these markets is the fact that the mobile is a very important and prized possession. It is a window to the world around consumers, while simultaneously letting them maintain their own space in the middle of all the chaos. Suffice it to say that ‘personal’ has a new meaning altogether in this socially connected world.

How this affects business

Why Google Search needs to advertise

In late 2013, Google launched its new advertising campaign in India. It told the story of two very old friends, one from India and the other from Pakistan. In a series of videos, the narrative unfolded as the two friends (with help from their grandchildren) used Google Search to trace each other’s whereabouts after almost 60 years of separation. On the face of it, there was nothing odd. It’s a brand (Google Search) trying to show how it can be used to find what its consumers want. The odd thing was the debate around why Google Search needed to advertise itself in the first place.

You see, Google has a decent share of search in India already. Depending on which sources you choose to look at, its market share on search is anywhere between 85 and 97 per cent in India. Why, then, would a company with such massive control over the landscape choose to promote its product usage in such conventional ways? It will sound odd, but the real answer is that Google is trying to survive.
Mobile-first users lack the Google habit

Let me explain this in detail. Google is in the business of providing information on demand. It has multiple products in its portfolio, but Search is still its bread and butter. In most emerging markets that I work in, consumer adoption of mobile is threatening this primary revenue stream. Most of us have spent the last decade starting every search from Google’s home page on the web. This is because we belong to either the ‘digital natives’ or the ‘digital immigrants’ generation. We are now simply carrying this habit forward to our smartphones.

But the ‘mobile-first’ generation never had the google.com habit. Their first interaction with the net was on a phone screen. Smartphones work with apps. The app world is domain-specific and task-specific. If I needed info on where to eat I would go to the Zomato app, or if I needed help with travel I would go to the Tripadvisor app directly. Google Search has a much smaller share in making this information available to us on the phone. Therefore, while the ad campaign details the virtues of Search, almost all usage is depicted via mobile phones. The message to the target audience is clear — Google Search works as well on mobile. Try it!

Google is doing everything from giving out the Android platform for free to advertising on TV. It wants to ensure that this next generation of mobile-first users continues to use its products just as frequently as the one before it. Thus, Google in its advertising and me in my domain are trying to achieve the same task — keeping our businesses relevant to this mobile-first generation. If this is something your business needs too, read on.

How do we do it?

Marketers lack confidence in mobile skills
‘I get the fact that a lot of my brand’s audience is glued to their phones all day. I also know that I need to start using the mobile to reach them directly. But I don’t know how and I don’t know where to begin’. In the last couple of years, I have heard this in at least half a dozen markets around the world. It has come from marketers in over 20 categories, including business-to-consumer as well as business-to-business, from people selling products and services and from businesses in the physical and the digital worlds. But it’s not surprising. A recent study by Adobe and the Guardian Media Network in the United States and the United Kingdom, respectively, highlighted that 8 out of 10 senior marketers don’t feel comfortable with their skill sets of using mobile marketing correctly and adequately 1 .
Seven-step project process

What follows is a synopsis of the process that I follow for my projects. Having conceptualized and executed more than a few mobile-based marketing projects this way, the process has been tested and tweaked enough and is now ready to share. Moreover, we have been able to replicate the process with brand after brand, market after market. It has been used for new brand launches, market expansion projects, share-gain tasks and to create relevance for layered propositions. When executed correctly, it has helped us strengthen the core of the brand, make effective distribution gains and reduce dependence on other marketing and trade programmes. So here goes.

Step 1: The shortest step

Work out your motivation

As leadership expert Simon Sinek says, ‘always start with the why’ (http://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action.html). That one simple question can have over a dozen honest answers, depending on the marketer’s motivation. Some of these motivations can be driven by a business need and some by the spirit of innovation, while still others can be as basic as ‘wanting to stand out’ or ‘doing something new’.

In my experience, some of the more sustainable motivations involve a dynamic, either about the business that you belong to or the consumer that you want to talk to — or both.

Either way, just write down one simple sentence as an answer to the ‘why do it’ question and get going. We can revisit it later, if we want to.

Step 2: Audit your business

Work out your motivation

You already answered why you should be doing it. That first step came from the gut. Step 2 allows you to build ‘flesh and muscle’ onto that ‘Why’. Get a bird’s eye view of your business, its ability to continue to stay afloat and your deliverables in it. Then fill out the two sets of statements given below:

Current state

The year is [date]. I am [put your designation here]. We are in the business of producing and supplying [product or service description] to [customer profile here] such that they feel [an emotion here]. In order to do this effectively and sustainably, we need to get [number] customers every year and make [number] per cent profit margin while doing it.

Future state

The year is [date]. I am [put a future state designation here, something you will be then]. We are in the business of producing and supplying [product or service description] to [customer profile here] such that they feel [an emotion here]. In order to do this effectively and sustainably, we need to get [number] customers every year and make [number] per cent profit margin while doing it.

Setting out the future

The fact that you put in your designation in both cases helps to make this a personal plan. The fact that you have to think through and write out one emotion that you can provoke helps in decision making at later stages. Some argue that we will end up writing what we want. Others argue that they don’t know enough about the future. Both are valid arguments. However, in my experience, this step forces a certain view to be cast in writing and that guides all future decision making.

I must admit, there is a lot of debate about this approach. Marketers feel vulnerable when you ask them to write out a ‘gut call’ and then craft it into a vision-like statement, especially for something that ought to be just another marketing campaign. It is a valid feeling to start with, but this is essentially where most people falter. Successful professionals lean hard on their intuition and bring their own experience into play very early. I highly recommend you do the same.

This process carries the danger of getting carried away with ‘just gut feel’ or of depending too much on ‘my world view’. Step 3 ensures that this doesn’t happen.

Step 3: The pack of three

If you can, find mobile natives

I don’t know a single marketer who works alone. There are always multiple team members and multiple agency partners around. I think it’s a good thing, too. It helps to bring diverse points of view to the table, encourages debate, and makes room for different specialities and capabilities to be included.

Some marketers fumble at this stage. They assume that they need young people on the team in order to match the mindset of the mobile-first generation. But if the youngest employees are above 25 years of age and grew up with PCs just like you and I did, then it defeats the purpose. As we discussed earlier, there is a distinct difference between digital natives and mobile natives. If you can find the latter, get them on board. If you can’t find any, don’t worry about it too much.
Mass reach at low cost

The other option is to pull in some super-specialist agency. We will need great capability partners, but this is not the stage to hook them in. Right now, the team should contain members who have a great understanding of the business and really feel the need to make a big shift in the way we market to this generation.

The next task is to deep-dive on numbers. A marketer’s interest in any medium is primarily guided by the promise of mass reach at low cost. The mobile phone spends the most amount of time with your audience, allows two-way engagement and reaches a large proportion of the audience. It’s crucial to get hard numbers for time spent, usage occasions, frequency of use, reach and so on.

If you recap the earlier steps, we started with a ‘gut feel’ and we wrote out a vision that we believe in. Now we have pulled a team together and are moving to a more conventional, fact-based, harder-to-refute, data-driven logic. The team dynamic helps to pool together a lot of data from various sources very quickly. At the same time, having multiple members with different backgrounds and different thought processes also helps to challenge data. This is important, because there is no such thing as perfect data. If it exists, all the business opportunity has probably been sucked out of it already.
Need to look beyond aggregate data

For my work, I try and get a grasp on the macro numbers first and then add the insights-rich information to it. But, in most emerging markets, it is also important to look beyond the aggregate numbers. The data doesn’t always give you a complete picture of ground-level realities. For example, official figures from the telecom service provider would peg data usage in Myanmar at extremely low levels, leading a marketer to believe that it is a feature phone market. Yet, the reality is that Facebook is extremely popular in the country and almost 80 per cent of all net users access the social networking site regularly.

Similarly, in the UAE, while smartphone penetration is 150 per cent, it differs vastly between the Arab, European and Asian populations. Again, within the Asian population itself, the preference for smartphones and data-enabled handsets is much higher among the younger 20-somethings than the 30-plus working generation. In Bangladesh, internet penetration is miniscule, yet various blogs and Facebook are used as a source of updating information about the volatile goings-on in the country.

Most marketers learn quickly that consumer research is more than just noting observations. You have to go a few levels deeper and touch the insight. Similarly, data also has multiple levels. It talks to you a lot better if you spend time understanding it.
An ambition worth chasing

The third thing to do is to craft the objective. Steps 1 and 2 were more personal and came largely from your own experience, vision and motivation. The objective should be crafted as a team project. You should use your material from the earlier steps, as well as data collected as part of this step, and use all of these as triggers for the team. One important aspect of the objective is that it must have an ambition worth chasing. In mobile marketing terms, this usually translates into chasing big numbers. Even if you operate in a developed economy and are trying to reach a high-end, affluent yet elusive audience, this principle holds.

The big numbers should always be proportions, that is, percentages of audience reached or impacted. This way, even if you are working on a brand that caters to an audience of just a few thousand, the objective will always remain lofty and challenging. For example, if it is a project to attract a section of the 18,000 high-end gamblers to your casino, your objective can be ‘65 per cent of the high rollers that this campaign reaches out to should come and play at our casino within 90 days’. There is something about chasing a big number that gets teams to give their best and individuals to come up with the most lateral of approaches.
Whole numbers can drive the team

If your audience size is massive, you can use whole numbers for greater effect. For one of our recent projects where we wanted our audience to consume content and recommend us to others, we set ourselves the objective ‘Get 1 m consumers to consume at least two pieces of content. Of those who consume it, 20 per cent should also recommend us to others’. This objective, once crafted and signed off, became our sole focus and drove the team hard right through the duration of the project. We crossed the 1 million mark 2 weeks ago and are currently tracking 31 per cent recommendation rates.

The team, the data and the objective. Your pack of three is ready to take the next step.

Step 4: Design the project

Attitude-motivation mapping

This is possibly the most crucial step in the entire process. Note that we are not creating an advertising campaign to reach consumers. We are designing a marketing project that will continue to reach the audiences we defined in Step 2 in order to deliver the objective agreed by the team in Step 3.

Early in the design process, I recommend the use of Heylen’s Model 2 (or any other attitude-motivation mapping mechanism that your team is familiar with). Obviously, Heylen’s Model wasn’t made for designing mobile marketing projects, but given what we want to deliver, it can be tweaked to serve the purpose. The X-axis stretches from ‘group/family’ orientation on its left edge to ‘individual’ orientation on its right edge (see Figure 1). Similarly, the Y-axis starts from ‘outward manifestations’ at the top and ends with ‘inward manifestations’ at the bottom. The canvas provided by these two axes becomes the fertile ground for many team debates and discussions.
Figure 1

Heylen’s Model for attitude-motivation mapping

Heylen’s Model thus results in a two-dimensional scheme such that all expressions of human behaviour can be located therein. The model allows the team to place their brand and their approach on the 2 × 2 matrix. It throws up certain codes on what motivations can work and what tonality will be required to bring this out. Ensure that everyone agrees on a common flowchart that captures every step in detail. From the mechanism of reaching out to a consumer for the first time, through all the engagement mechanisms, right down to extending the chain beyond him, everything should be plotted out for all to see.

Once the model is designed and ready, step back and ask yourself just one question: Will the consumer feel something?

Step 5: Chase one emotion

Mobile-first audience is difficult to understand

I run a pretty unconventional process. But this step really trips up most participants. Narrowing it down to one single emotion, in another human being, is a complex task. It is further complicated for the mobile-first audience. A lot of senior marketers and researchers often misread this audience, possibly because of the age gap between them. The ease with which these young people go about studying, working and living their lives creates some skewed notions for observers and researchers from previous generations.

This audience set is a little difficult to understand, primarily because their motivations are different from ours. They have seen far more in their 20 years of existence compared to earlier generations. Their view on how time should be spent/utilized and their take on what is shareable and what is personal are different from ours. I have done a lot of first-hand consumer work with the mobile natives. In my opinion, they are as predictable and rational as the rest of us. They have a far bigger stake in the future, since most of them haven’t chosen a career or life path yet.
Looking for an emotional stimulus

In the event of the project team becoming biased at this step, it helps to move away from the audience and focus instead on their motivations. Motivations provide a shield of neutrality and allow the team to focus on solving the problem at hand. In either case, the consumer’s response to the stimulus should be an emotional one. Most mobile marketing campaigns are designed to elicit a certain response. Sometimes, it is a simple click on a banner, sometimes it is to capture information and personal details, and other times it is to ensure that consumers buy from us. All the mechanics of such projects are steeped in rational arguments.

And yet, most psychologists agree that a majority of all human behaviour is irrational. Therefore, every project must be designed to trigger some emotion. The skill of the team is in identifying the right emotion for this audience and for the product category that it is marketing. For example, if the objective is for consumers to recommend the brand, the team should ask itself, ‘What emotion will trigger me to share something?’ or ‘What should I feel in order to recommend this to someone?’
Rational arguments are a trap

The first answer to that question is often a rational argument, wherein the team explains how we reach that emotion. This is often a trap, since rational arguments are not the end game. The answer often lies in a creative solution that short circuits the rational loop. The creative solution could be an ad creative or a copy text or any other piece of communication that creates the required aura around the project.

Once you reach this stage, you should pause. Everything that you could have done on paper is done. Now is the time to press the button and take the project live.

Step 6: Jump off and fly

Starting a chain reaction

Some of you might have noticed that I have not discussed mobile-specific technology capabilities. No mention of banner formats, QR codes, rich media banners, video loops, embeds and the endless jargon associated with this domain. The simple reason is that all of this was not relevant in the first five steps. Marketing alone needs to find answers for the earlier steps. Now that you are clear on what to achieve and how, you can on-board partners with specific execution capabilities.

A live mobile marketing project is one of the most exciting things I have worked on. If you did the first five steps right, you will probably start seeing consumer response within a few hours of going live. In Step 3, if you chose your numbers well, you will see a sizeable response coming in. And if you managed to identify the right emotion, you have already started the chain reaction that will win your brand some new business and a few fans as well.
Land your rocket before you go home

Many marketers take their campaigns live and then hand over the controls to the agency. I think the habit comes from mass media, where there isn’t much to do once it has gone live. On the mobile turf, it’s very different. There are variances and spurts and learnings everywhere.

The team should run the campaign, a little like the NASA command centre. You don’t go home once you launch the rocket. You go home only when it comes back safe and sound.

Step 7: Build the habit

Creating a winning habit loop

Hold on. It isn’t over just yet. The fact that you and your team have created a new project from scratch is surely worth celebrating. But it is also worth replicating. It’s funny that everyone gets excited by new and innovative things in business, yet most of the success comes from repeating some good habits, over and over again.

Marketers are in the business of changing habits. But often we ourselves face huge barriers to altering our own habits. This project roadmap has hopefully allowed you to realize the potential of effective mobile marketing in your business. Now it is time to convert that into a winning habit. And here is how to do it. Charles Duhigg, in his groundbreaking book ‘The Power of Habit’ 3 talks about the ‘habit loop’ — a mechanism of creating Cues followed by a Routine, followed by a Reward (see Figure 2).
Figure 2

Duhigg’s habit loop

Cueing up the Rewards

This process deliberately includes habit building as a seventh step not outside of the primary process. It is aimed at creating the Cue and then sharing a possible Routine. The Rewards will be different for different people and must be discovered individually. With the current growth in mobile audience numbers and the progress in technology, new possibilities provide Cues every day. Marketers who create Routines for themselves and their teams to tap into these Cues will make themselves eligible for bigger business Rewards.

I am acutely aware that this is different from most discourses about mobile marketing. The absence of tech jargon, acronyms and terms, screen sizes and banner resolutions makes this methodology seem very different. The idea is not to avoid them either. All these details are part of some of the steps given above, but that’s all they are — tiny parts. They should not take over the larger objective and cloud the marketer’s vision. Hence, I have chosen to omit details about them from this conversation and focus on the big tasks that only a marketer can achieve.
Mobile becoming mandatory

As I end this piece, I hope it gives you enough material to try out a project yourself, before the market makes it a mandatory part of your skill set. Do go forth and explore, while I go back to watching my son. He is a lot older now, but he is still teaching me so much. By the way, did you figure out which emotion allowed me to share this with you?

References

  1. Adobe and the Guardian Media Network. (2013) The state of mobile: 2013 mobile marketing survey, available at http://success.adobe.com/en/uk/programs/products/digitalmarketing/1311-45508-guardian-state-of-mobile.html.
  2. Burghouts, G. J., Heylen, D., Poel, M., op den Akker, R. and Nijholt, A. (2003) An action selection architecture for an emotional agent, available at http://www.qualitative-research.net/index.php/fqs/article/view/596/1293.
  3. Duhigg, C. (2012) The Power of Habit: Why We Do What We Do in Life and Business. Random House, New York, USA.Google Scholar

Copyright information

© Palgrave Macmillan, a division of Macmillan Publishers Ltd 2014

Authors and Affiliations

  1. 1.Marico Ltd, 7th Floor, Grande PalladiumMumbaiIndia

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