I’m a fan of explana­tory videos for sev­eral reasons:

  • High engage­ment (for at least the first 20 — 60 sec­onds). In a TL;DR world a well placed video will hold a visitor’s full atten­tion for at least 20 seconds.
  • Multi-media. You’ve got mov­ing pic­tures, words, music, and sound effects all work­ing to con­vey infor­ma­tion and cre­ate emotion.
  • Emo­tion & Impact. Noth­ing beats video when it comes to high-impact demos and/or con­vey­ing pas­sion, enthu­si­asm and sincerity.

Unfor­tu­nately, very few explana­tory videos take full advan­tage of these strengths.

  • Many waste their high-engagement win­dow with too much unadorned expo­si­tion and preamble.
  • Most over-use the “say-it, show it” tech­nique and under-use visual sto­ry­telling tech­niques to point where they become noth­ing more than poorly illus­trated radio ads.
  • And more than a few tend to over­play the cartoon-y ani­ma­tion in ways that under­mine effec­tive emo­tional impact

But Sales­force knocked their video on Cloud Com­put­ing out of the park. If you haven’t seen it yet, watch it now:

YouTube Preview Image

Granted, the video could jump to the point even faster than it does, but even still, the cen­tral meat of the mes­sage starts after 15 sec­onds — within the 20 sec­ond win­dow of engage­ment. More­over, the fast-moving ani­ma­tion eas­ily keeps view­ers’ atten­tion until then. And after that, the video just keeps get­ting better.

Here are some spe­cific aspects of the video that are worth not­ing, copy­ing, and demand­ing from your explana­torry video, should you decide to get one:

1. The video coun­ter­points less-emotional words with more emo­tional imagery

For exam­ple, at the 40 sec­ond mark, the audio says “you call tech­ni­cal sup­port, and they don’t know, so they blame some­one else.” But the imagery shows the tech sup­port guy loung­ing in a chair with his feet up, laugh­ing at the cus­tomers predica­ment while mind­lessly throw­ing darts. The neu­tral audio com­bines with the cut­ting video to cre­ate a mes­sag­ing impact that’s greater than either one alone. Nice.

Another great exam­ple occurs when one stick fig­ure “sticks up” a cus­tomer stand-in, fir­ing a pis­tol that unfurls into a microsoft flag — all while the announcer says, ”…the way you pay for cloud apps is also dif­fer­ent.”  Well played, Sales­force. Well played : )

2. The ani­ma­tion enhances the emo­tional impact of the mes­sag­ing rather than under­min­ing it

At the 44 sec­ond mark, the video shows a rather unstable-looking stack of soft­ware, which top­ples when one of the soft­ware boxes get’s swapped out forr an upgrade.  The top­pling of the boxes is meant to rep­re­sent and dra­ma­tize a seri­ous real-world problem.

A less-effective video would show the stack crash­ing straight to one side or another, with­out employ­ing any depth cueus. In cin­e­matic terms, they’d use flat stag­ing, more suit­able to com­edy than drama. Worse, they’d prob­a­bly make the crash car­toony in a way that would belit­tle the real-world con­se­quences sup­pos­edly rep­re­sented by the animation.

In the Sales­force video, on the other hand, they show the stack crash­ing towards the camera/viewer, using depth stag­ing and seri­ous sound effects to enhance the dra­matic effect of the crash. And it works, because the pro­duc­ers of the video knew their craft as visual storytellers.

You can see this same depth stag­ing when the “hair­ball” crushes the small busi­ness two. The scene is shot at an angle, look­ing up at the advanc­ing hair­ball, rather than shown flat.

Remem­ber: videos should use seri­ous stag­ing and seri­ous sound effects for seri­ous sub­ject matter.

3. The video builds upon visual sym­bols from one scene to the next

The Sales­force video empha­sizes the mess of a soft­ware crash by cre­at­ing a giant hair­ball of IT difficulty/failure around the top­pled soft­ware stack at the 50 sec­ond mark. Then that same hair­ball crushes a small busi­ness under the weight of IT dif­fi­cul­ties 10 sec­onds later, while the audio track says, “small busi­nesses don’t stand a chance.” Great pair­ing of visual sto­ry­telling and sym­bol­ism (IT fail­ure will kill your small busi­ness) with explana­tory audio.

Later the video will also con­trast the wob­bly soft­ware stack dis­played at the video’s 44 sec­ond mark with a nice, super-stable, cloud-supported stack of cloud-based apps show­cased at the 2:40 mark.

4. The Video Makes Effec­tive Use of Real­ity Hooks and Analogies

When the Sales­force video com­pares gmail with Microsoft Exchange, a light goes on. Any­one with the slight­est gMail expe­ri­ence knows that it truly deliv­ers on Apple’s claimed promise of “It just works.” gMail might not have the best inter­face in the world, but it does work uber-reliably, with no tech­ni­cal fid­dling required on the part of the user.

So what bet­ter way to drive home the advan­tages of cloud-based com­put­ing over reguar, enter­prise level soft­ware than bring­ing it to the level of imme­di­ate, shared expe­ri­ence.  The abil­ity to bring the ben­e­fits of cloud-based apps home to the viewer, serves not only as an explana­tory anal­ogy, but as a per­sua­sive “real­ity hook.”

5. The video’s strongest and bold­est claims are fol­lowed by a gen­uine “Here’s why” sequence

Start­ing at the 1:50 mark and run­ning all the way till 2:10, the Sales­force video makes sev­eral bold claims about cloud-based apps: that you can be up and run­ning in a few days, that their apps cost less, are more scal­able and secure and reli­able than reg­u­lar soft­ware. Then, they give a nice reason-why expla­na­tion for those claims.

Right at the 2:10 mark the video launches into an expla­na­tion of multi-tenancy, com­par­ing it to rent­ing space in an office build­ing (rather than pay­ing for the whole build­ing your­self).  Strong, Rel­e­vant Claims + Cred­i­ble Proof = Per­sua­sion. The sales­force video gets this in a way that a lot of explana­tory videos don’t.

6. The video uses music to its advantage

Go ahead and lis­ten to the video as it switches from the piano music of frus­tra­tion and pain while it explains busi­ness software’s short­com­ings to play­ing a high-beat, up-tempo music when explain­ing the advan­tages of cloud com­put­ing. When you con­trol the music, you con­trol the emo­tional tone of the video, mean­ing that every explana­tory video ought to make per­sua­sive use of music, just like Salesforce’s video does.

The Bot­tom Line

If you’re plan­ning on cre­at­ing an explana­tory video for your busi­ness or start-up, it’s well worth the time to watch a bunch of them from dif­fer­ent providers.  Watch them with the sound off. Watch them with the sound on but the video cov­ered up. Now ask yourself:

  • Which ones make full use of visual storytelling?
  • Which make effec­tive use of music?
  • Which take too darn long to get to the point?
  • And which ones actual achieve both clar­ity and cred­i­bil­ity regard­ing the prod­ucts claimed benefits?

What you’ll prob­a­bly find is that great explana­tory videos require a strongly per­sua­sive script AND strong visual sto­ry­telling. Just make sure you’re get­ting both parts of that equa­tion into your video…

P.S. There are a lot of solid explana­tory videos out there and I’ll be review­ing more in the com­ing weeks, so if you’ve got a favorite you’d like ana­lyzed, link to it in the comments.

 

You, my friend, are hard­wired to find mean­ing; you can not help but con­nect the dots.

Case in point, the tri­an­gle to the right doesn’t exist. The only shapes in that pic­ture are three black pac-man shapes.

Yeah, the neg­a­tive space left by those pac­man shapes include wedges of white — but the larger tri­an­gle that you see con­nect­ing those wedges of white into a mean­ing­ful pat­tern only exists in your mind.

And yet, if the pac­mans are there, you can’t help but see that tri­an­gle, can you?

In fact, the only way to not see the tri­an­gle is to remove two of the pac­man fig­ures, ’cause as long as the dots are there, you WILL con­nect them.

Design­ers refer to this as “clo­sure,” and it’s more than just a par­lor trick or visual illusion.

Clo­sure and Image-Text Interaction

Clo­sure, as it turns out, not only comes into play between ele­ments within a pic­ture, but also between image and text. And this inter­play was espe­cially on dis­play in a recent post by the always-interesting Derek Halpern (h/t Melissa Breau)

Halpern ref­er­ences recent psy­cho­log­i­cal stud­ies show­ing that state­ments accom­pa­nied by related images are con­sid­ered more believ­able than the same state­ment with­out an image. So, a state­ment like “The liq­uid inside a ther­mome­ter is mag­ne­sium” was more fre­quently rated as true when it was accom­pa­nied by a pic­ture of a thermometer!

Sim­i­larly, state­ments about whether some obscure “celebrity” was alive or dead were also more fre­quently rated as true when the state­ment was accom­pa­nied by a pic­ture of the celebrity. And this effect was the same regard­less of whether the pic­tured celebrity was pro­nounced dead or still living.

Clearly, pic­tures have per­sua­sive power beyond what any­one has ever suspected.

And just know­ing this is incred­i­bly use­ful, but in my opin­ion, the real meat of these stud­ies comes from ask­ing WHY. For­tu­nately, one of the posts that Derek links to nicely sum­ma­rizes the hypoth­e­sis formed by the sci­en­tists who con­ducted these tests [empha­sis mine]:

The rea­son for the dif­fer­ence lies in the sus­pected mech­a­nism at work. The “truthi­ness” researchers (New­man et al., 2012) spec­u­late that a not nec­es­sar­ily pro­ba­tive but rel­e­vant image, like the tire slide above, increases the “cog­ni­tive avail­abil­ity” of the con­cept. That means the mind finds it eas­ier to think about and elab­o­rate on the con­cept. In the process, that makes the claim seem more famil­iar which in turn makes it feel more true: “Truthi­ness” achieved.

There are also other mech­a­nisms that facil­i­tate elab­o­ra­tion. For exam­ple, the researchers refer to the notion of a “seman­ti­cally pre­dic­tive sen­tence,” which means phras­ing that leads a lis­tener to antic­i­pate what the upcom­ing words will be. For exam­ple, “the stormy seas tossed the boat” is more seman­ti­cally pre­dic­tive than “he saved up his money and bought a boat.” That expec­ta­tion causes a lis­tener to feel more famil­iar­ity and trans­late that into greater verac­ity (Whit­tle­sea, 1993). When peo­ple are engaged — by antic­i­pat­ing the final word in this case — they engage in more flu­ent pro­cess­ing and that leads to a feel­ing of truth.

That process extends past the role of imagery. In New­man and asso­ciates’ sec­ond exper­i­ment, they showed that includ­ing non-probative words instead of a photo pro­duced the same effect (e.g. accom­pa­ny­ing a polit­i­cal leader’s name with infor­ma­tion about eth­nic­ity, sex, hair color, etc. — fac­tors that cre­ate a pic­ture in the mind, but with­out telling the reader whether the fig­ure is alive or dead). The addi­tional infor­ma­tion led peo­ple to believe that the asso­ci­ated claim was more likely to be true.”

Ok, so first thing, what the heck does non-probative mean? Basi­cally, it means the photo does not log­i­cally prove the state­ment to be true or false. Non-probative images are merely decorative.

For instance, if you have a state­ment like “The US has the high­est incar­cer­a­tion rate of any coun­try” and you then accom­pany that state­ment with a bar graph like the one on the right, then that image would be con­sid­ered “pro­ba­tive” because it would log­i­cally “prove” the state­ment to be true, assum­ing that you took the image at “face value.”

This is opposed to a more dec­o­ra­tive image of a con­vict behind bars. That photo would be related to the state­ment about incar­cer­a­tion rates, but it would not log­i­cally “prove” anything.

Why “Non-Probative” Doesn’t Mean Non-Persuasive

Although a non-probative pho­to­graph may not “prove” any­thing, it can still sug­gest and imply.

So who says sug­ges­tion is any less per­sua­sive than out­right statement?

For instance, if that photo of the con­vict behind bars was black, it might remind the test sub­ject that the US jails a dis­pro­por­tion­ate num­ber of African Amer­i­cans — a visual sug­ges­tion that would surely color one’s judge­ment of the accom­pa­ny­ing state­ment, right?

Because peo­ple can’t help but con­nect the dots between image and state­ment.

It works the same way with the celebrity state­ments as well. because we believe in inter­nal con­sis­tency. If some­one hands us a state­ment with spelling and gram­mat­i­cal errors, we become less likely to lend cred­i­bil­ity to the state­ment or the per­son who wrote it. Any­one recall Dan Quayle’s Potato gaff?

So when someome men­tions a lit­tle known celebrity and pro­vides a pic­ture of said celebrity, we not only auto­mat­i­cally con­nect the dots between pic­ture and celebrity, but we con­nect the dots between know­ing who the heck one is talk­ing about with know­ing what the heck one is talk­ing about. The thought process goes some­thing like, you obvi­ously know who this guy is and I don’t, so you prob­a­bly also know whether or not he’s still alive… 

Why do I think this is a greater fac­tor than the psy­chol­o­gists’ “increased cog­ni­tive avail­abil­ity” hypothesis?

Because sci­en­tists who con­ducted the same test, but who accom­pa­nied the celebrity state­ments with facts and stats about the celebrity instead of a pic­ture recorded the same effect: the stats boosted the per­ceived cred­i­bil­ity exactly as the pho­tos did in the pre­vi­ous test. And my guess is that the stats “prove” to the test sub­jects that the peo­ple mak­ing the state­ment really know who they’re talk­ing about, in pretty much the same way that a pic­ture would. Makes sense right?

But would stats really help peo­ple hold an idea in their heads? Would stats make the celebrity more “cog­ni­tively avail­able” to the test sub­jects? I rather doubt it.

So it’s really less about help­ing peo­ple hold the idea in their heads, and more about sub­tly con­vinc­ing them you know what you’re talk­ing about.

And images don’t have to do that explic­itly, as impli­ca­tion and clo­sure work just fine, if not even better.

A pic­ture of an old-fashioned ther­mome­ter dis­plays a sil­very strip in the mid­dle of it, imply­ing the idea of liq­uid metal. Con­nect­ing the dots between image and state­ment, and sud­denly the idea of liq­uid mag­ne­sium seems a whole lot more plausible…

It makes me won­der if a pic­ture of a modern-day ther­mome­ter would have had the same results…

Using Clo­sure To Improve Per­sua­sion & Impact

So… we know this clo­sure between image and text cre­ates greater believ­abil­ity. But how would one use it for images alone?

Well, for images, the short answer is to give the viewer 2 + 2 rather than just hand­ing them 4. Cre­ate an image that makes them con­nect the dots between ele­ments of the image.  Here are some great exam­ples of that:

OK, so these are cheat­ing a bit because they’re both text-based images, but nei­ther of them make much sense until you con­nect the dots — allow­ing both ads to make their state­ments all the more strongly.

Here’s another exam­ple, this time with an hon­est, no-kidding image:

Again, the image is mean­ing­less until you men­tally “fill the gap” about what those sets of feet really indi­cate. Clo­sure at work. There’s also a nice gap/connection between the stockinged feet and the text.

And on a more purely visual note, much of the emo­tional impact of this image can be attrib­uted to the “gaps” that it forces your mind to fill in:

Great exam­ple of clo­sure used to increase men­tal engage­ment and impact. But what about using clo­sure to select more pow­er­ful imagery to accom­pany your per­sua­sive copy and messaging?

How to Use This In Web Copy

Here’s what I suggest:

1. Use the “I saw it with my own eyes, so it must be real” approach

If you’ve got a tes­ti­mo­nial, you could, as Derek sug­gests, place a pic­ture of the cus­tomer who gave it to you next to the tes­ti­mo­nial. That’ll work. Or, if you don’t have that, you could take a photo of the hand-written tes­ti­mo­nial and place it next to the testimonial.

It sounds silly, but just imag­ine the dif­fer­ence between some­one say­ing “this per­son wrote in to say X” and some­one hand­ing you the actual hand-written note and say­ing “look what cus­tomer X had to say.” Which would be more per­sua­sive? The lat­ter, right? Because then you could say that you saw the tes­ti­mo­nial “with your own eyes.”

Of course, the “so it must be true” part would likely go unsaid, but it would be all the more pow­er­ful for it. And that’s why an image of the hand-written tes­ti­mo­nial would be more per­sua­sive than the state­ment alone.

So within your sales copy, deter­mine which ele­ments peo­ple would most want to see with their own eyes, then find images that would give them a sim­i­lar sense of verification.

Another exam­ple, I once worked with a metal roof­ing com­pany that claimed a no-kidding 50-year life span on their roofs. Now the claim and guar­an­tee is great. But what I advised them to do was  find the old­est roof they had ever installed (which turned out to be 30+ years old) and to get both an estab­lish­ing pic of the building/roof and a close-up pic­ture of the metal “tiles.”  It’s one thing to claim a 50-year life span, and another entirely to show a 30-year roof that looks brand new.

Just don’t do the cheese-ball thing of using blacked out bank state­ments to “prove” how much money you make!

2. Use images to sug­gest and emo­tion­ally prime belief

No one does this bet­ter than apple. Take a look at this screen shot from Apple’s page on the new iPad 4:

It’s not an acci­dent that the iPad sports an image of two Porsche’s about to race, or that the image is from a graph­ics inten­sive game. The mes­sag­ing is about speed after all. Speed achieved through high-performance engi­neer­ing. Don’t you think the image of “Porsche Race Cars” brings all that to mind rather powerfully?

Here’s another example:

So… what the heck is that black ring in the mid­dle of the picture?

It’s not a mag­ni­fy­ing glass. Nor is it a cam­era lens, is it? Maybe it’s some kind of weird bas­tard love child between the two…

But it doesn’t mat­ter, does it. We instinc­tively know that this is show­ing us that even when you mag­nify the pic­ture 2.5X, it’s still high-res enough to look crisp and un-pixelated. Of course, the copy never makes that claim. But the pic­ture cer­tainly sug­gests it, doesn’t it?

If Images Com­bined with State­ments Are Pow­er­ful, What About Video?

But were this really starts to come into it’s own is in explana­tory videos. But that’s a sub­ject for another post…

 

Want your photo to com­pel onlook­ers to find out “the rest of the story”? Cap­ture a scene that’s out of balance.

What­ever scene you cap­ture, it’ll be the imbal­ance — the con­flict between incogn­ruence ele­ments — that cre­ates story appeal and adds intrigue to your photo.

Why?

When every­thing fits, we have no need to won­der at any kind of explana­tory back­story. But when we expe­ri­ence the extraoar­d­i­nary, not only do we pay atten­tion, but we have a built-in need to under­stand the cause and mean­ing of the excep­tion. A need that can’t be trig­gered absent imbal­ance or trouble.

If your wife comes home every evening at 5:30 pm, and you see her car roll into the dri­ve­way at 5:30, you’re not about to won­der why, are you? There’s no trou­ble, no curiosity

But if it’s 6:45 pm and she hasn’t come home or e-mailed or called, well… you’ll start to won­der why, right? And in won­der­ing, you’ll start cre­at­ing sce­nar­ios — sto­ries! — to explain the excep­tion to your wife’s ordi­nary rou­tine. It’s called worry.

So here’s the thing: for any visual scene, there are only 5–6 basic ele­ments at play, and the imbal­ance usu­ally only occurs between two of them. For instance a per­son pic­tured might be attempt­ing to accom­plish a goal with an out­landish or rather excep­tional tool. Here’s an exam­ple of just that kind of imbalance:

Of course, the image is made all the more pow­er­ful by the sym­bol­ism inher­ent in the incon­gru­ence. But the sym­bol­ism only enhances the story appeal inher­ent in the imbal­ance, it doesn’t cre­ate it.  How do I know, because pho­tos depict­ing sim­i­lar action-tool imbal­ances cre­ate sim­i­lar amounts of story appeal and intrigue:

Again, there is a lot of sym­bol­ism in these pho­tos that helps enhance the impact, along with many visu­ally arrest­ing aspects of these pho­tographs that also add to their abil­ity to hold our atten­tion, but these ele­ments are addi­tive and not gen­er­a­tive, when it comes to story appeal. They enhance; they do not cre­ate intrigue. That’s why the heart of all these civilian-soldier pho­tos lies the same cen­tral imbal­ance — the same engine for story appeal.

Another exam­ple is the action-agent imbal­ance. The things being done by or  to a per­son are out of bal­ance with the nature of the per­son pic­tured.  Famous example:

And here’s a very sim­i­lar photo show­ing the same imbalance:

And here’s a very dif­fer­ent photo that still man­ages to cap­ture that same agent-action imbalance:

What’s the point?

Accord­ing to the late, great David Ogilvy the most effec­tive, hard­est work­ing adver­tis­ing images are those with what he called “Story Appeal.”  Yet no one that I’ve been able to find or have heard of has ever made a method­i­cal study of just what goes into cre­at­ing story appeal within an image.

But it’s not like it’s an impos­si­ble code to crack… and I thinkI can say (with­out sound­ing too imod­est, I hope) that I have cracked at least a part of that code…

Inter­ested in read­ing more about this? Let me know either in the com­ments sec­tion or  by e-mail.

P.S. There are other ele­ments and fac­tors that can make an image visu­ally strik­ing and appeal­ing that don’t require imbal­ance. The extreme beauty on dis­play in an Ansel Adams photo is one exam­ple.  But wher­ever you find story appeal, you’ll also find imbalance.

 

40 years ago, Coke made their leg­endary “Hill­top” com­mer­cial, fea­tur­ing a cho­rus of young peo­ple singing “I’d Like to Teach the World to Sing (In Per­fect Har­mony).”  You can watch it here:

YouTube Preview Image

And 40 years later, Coke made this com­mer­cial, titled “Cho­rus,” fea­tur­ing another cho­rus of young peo­ple, this time singing a small sec­tion of the Oasis song, “What­ever.” It’s another bril­liant ad, that’s start­ingly dif­fer­ent from “Hill­top” despite the super­fi­cial sim­i­lar­i­ties. Check it out:

YouTube Preview Image

So what are these star­tling differences?

There Are 3 Dif­f­ences in Content

1) Ignor­ing vs. Admit­ing the Gritty Reality/Downside

Hill­top” is sort of a fan­tasy world of “apple­trees and honey bees / and snow white tur­tle doves,” with not a cloud in site or so much as an evil or greedy thought to be found.

The “Cho­rus” ad on the other hand, con­tin­u­ously acknowl­edges the exis­tence of tanks, greed, cor­rup­tion, weapon sys­tems, defen­sive and xeno­pho­bic walls, etc.  And yet, the opti­mism of the ad is strength­ened rather than harmed for the acknowl­edge­ment. More on this later!

2) Sen­ti­men­tal­ity vs. Data

The “Hill­top” ad is all about the emo­tional moment, with no text on the screen or fac­tual any­thing to get in the way. They believe in world piece and are sym­bol­i­cally rep­re­sent­ing it by singing in uni­son within their mul­ti­cul­tural youth cho­rus. It’s a sen­ti­men­tal piece purely in step with the zeit­geist of 1971.

The “Cho­rus” ad has an over­all pos­i­tive sen­ti­ment — there are rea­sons to believe in a bet­ter world — but the text on the screen pro­vides those very rea­sons for believ­ing. Rea­sons which take the form of hard math and sta­tis­tics: for every X bad things, there are 10x good things.”

3) Wishes vs. Action

The “Hill­top” ad lit­er­ally sings of what these young peo­ple “would like” to do — “I’d like to build the world a home and fur­nish it with love” — regard­less of how dif­fi­cult or just plain impos­si­ble the feat or of how lit­tle these peo­ple are actu­ally doing to make this candy-coated sen­ti­ment a reality.

In con­trast, when the “Cho­rus” ad cham­pi­ons the rea­sons to believe in a bet­ter world, they con­sist of actions that peo­ple are tak­ing: mak­ing teddy bears, donat­ing blood, bak­ing a cake, hav­ing a baby. For­get what you’d like to do, tell me what you’ve done.

So What Does Coke Know That You Don’t?

Whether Coke con­sciously under­stands this or whether they’re just able to hire tal­ented artists who grok it sub­con­sciously, our cul­ture rad­i­cally changes it’s over­all world­view every 40 years.  The spirit of the times changes on a pro­found level, and if you’re left out of step with those times, you and your mes­sage will get dis­missed and ignored, if not riducled outright.

So what are these 40 year cycles I’m talk­ing about?

I learned about them from my part­ner Roy H. Williams, and to under­stand them, you first need to re-frame the way you think about a “generation.”

We typ­i­cally think of a gen­er­a­tion as a set of birth cohorts: peo­ple born within 5–10 years of each other. But for this model, it helps to think of a gen­er­a­tion as a gen­eral world out­look that kids develop and then upsell to their par­ents.  And there are really only two tem­plates for this outlook:

  1. Ide­al­ist
  2. Civic

So every 40 years we swap from an Ide­al­ist Gen­er­a­tional out­look to a Civic Gen­er­a­tional out­look.  1963 rep­re­sented a swap from  Civic to Ide­al­ist, and 2003 rep­re­sented the shift back from Ide­al­ist to Civic.  And from that you might have a pretty good idea of what the two gen­er­a­tional out­looks are like, but let’s expand on that a bit…

Ide­al­ist Generations

Ide­al­ist gen­er­a­tional out­looks cre­ate spir­i­tual awak­en­ings. And sure enough, we’ve had a “Great Awak­en­ing” in this coun­try every 80 years or so, pretty much like clock­work, start­ing from the first Great Awak­en­ing in 1720 and con­tin­u­ing onto the “Fourth Great Awak­en­ing” in the early 1960s.

Ide­al­ists, or what Roy terms “Me Gen­er­a­tions” prri­mar­ily engage the cul­ture through:

  1. A Beau­ti­ful Dream of Free­dom from Restraint
  2. A Hunger for Self Expression
  3. A Search for Individuality

That sort of sounds like the 60s and 70s, doesn’t it?  Of course, take these val­ues too far and you get the phony pos­ing, con­spic­u­ous con­sump­tion, and alien­ation of the 80s. React­ing to exactly that excess, you get a grad­u­ally ris­ing Civic Gen­er­a­tional out­look, first expressed by Gen-Xers, and brought into the main­stream by Millenials…

Civic Gen­er­a­tions

Civic Gen­er­a­tions are gen­er­ally known for com­ing together in the face of a cri­sis, usu­ally through mil­i­tary action. Think “The Great­est Gen­er­a­tion” in WWII. And, yes, you can take that same basic 80 year cycle and track major wars by that same cycle, Rev­o­lu­tion­ary, Civil, and WWII.

As opposed to an Ide­al­ist gen­er­a­tion, the Civic out­look includes:

  1. A Beau­ti­ful Dream of Work­ing Together for the Com­mon Good
  2. A Hunger for Accep­tance as a Mem­ber of a Team
  3. A Search for Significance

If the Boomers of the six­ties rejected con­for­mity, the Gen-Xers and Mil­lenials of the aughts rejected pre­tense — they wanted the truth, even if it was ugly. The didn’t want to “sell out,” but sought to do some­thing “real” that “mattered.”

This is how “Being cool” become “Keep­ing it Real.”  And why the preter­nat­u­rally cool, liv­ing large, and totally in charge James Bond  became the dam­aged and flawed Jason Bourne, deal­ing with a seri­ously messed up sit­u­a­tion that’s big­ger than him and that he didn’t cre­ate, but that he’s forced to solve anyway.

Ide­al­ist = “Hill­top” and Civic = “Chorus”

So ulti­mately, what Coke knows that you don’t is how to stay in-step with the spirit of the age in order to ensure your mar­ket­ing mes­sage is as effec­tive as possible.

So where can you learn more about Ide­al­ist and Civic gen­er­a­tions, and specif­i­cally what to expect and how to suc­ceed as this cur­rent Civic gen­er­a­tion rises to a peak?  For­tu­nately, Roy H. William’s new book, Pen­du­lum, explains exactly that. It’s an eye-opening fas­ci­nat­ing read, from an intel­lec­tual stand­point, and also one of the more prac­ti­cal books you’ll buy this year.

Now, while you cer­tainly can go buy the book from Ama­zon, you can also get that same hardover book for the dis­counted rate of $7 over at Pen­du­lu­mI­n­Ac­tion while also get­ting some extra “imme­di­ately action­able” good­ies thrown in as a bonus.  The extra good­ies were cre­ated by the co-author of the book, Michael Drew, and they include some great stuff.

P.S. As a sort of guar­an­tee, if you buy it on my rec­om­men­da­tion (and for the record, I’ve pur­posely cho­sen NOT to get any kind of affil­i­ate pay­ment for this) and you don’t end up find­ing the book use­ful and impor­tant, let me know and I’ll pay­pal you a refund.

P.P.S. In case you didn’t catch my men­tion of it ear­lier, and in the inter­est of full dis­clo­sure, I am a busi­ness part­ner with Roy Williams and a friend of Michael Drew’s. 

Fact: most of our deci­sions aren’t made on a straight cost-benefit analysis.

Instead, the major­ity of us decide based on con­text and self-image: what kind of per­son am I, and what should a per­son like that do in a sit­u­a­tion like this.

And that’s what’s so great about the sig­nage pic­tured on the left.

I took the photo with my phone after drop­ping my kids off at school the other day, just because the sign was so dev­as­tat­ingly effec­tive. Hon­estly, how much more effec­tive do you think that speed limit sign is at actu­ally reduc­ing unsafe dri­ving speeds due to the added verbiage?

For­get per­cent­ages — I’d say it’s more effec­tive by a mat­ter of mul­ti­ples!  Like 2x or 3x more effective.

Why? Because it reframes how dri­vers inter­pret the sign, mov­ing it from a gov­ern­men­tal impo­si­tion that’s no big deal to flout to a com­mu­nity stan­dard that would be bad man­ners to disregard.

How does it do all that?

By redefin­ing the the speed limit as a “Neigh­bor­hood” speed Limit — i.e., a stan­dard agreed upon by the local com­mu­nity — and by adding in the nor­ma­tive “Nice neigh­bors don’t speed.”

If you con­sider your­self a respectable, decent neigh­bor and you pass that sign­ing going 30 mph, you feel like a heel, as if you were pur­pose­fully or care­lessly endan­ger­ing your neigh­bors’ kids and pets.

And so you slow down!

This does not often hap­pen with just reg­u­lar old speed limits.

The point is that mar­keters fre­quently fail to take this decision-making process into account, rely­ing instead on pure self-interest, as embod­ied in the WIIFM acronym.

Mar­keters rarely con­sider HOW the prospect sees her­self and how we can bring our desired action into align­ment with her self image. We don’t emo­tion­eer our per­sua­sive mes­sages. But we should…

 

The basics are not basic because they are easy, but because they are fun­da­men­tal. And when it comes to Web­site opti­miza­tion, the three fun­da­men­tal ques­tions pretty much never change:

  1. Who is com­ing to the site? How did they arrive? And what are their goals?
  2. What’s the next step for­ward for them both in terms of their goals and your con­ver­sion funnel?
  3. What do they need to under­stand, believe, and feel in order to con­fi­dently take those next steps

The beauty of these ques­tions are that they help you under­stand WHY web vis­i­tors do what they do. Ana­lyt­ics can tell you what vis­i­tors are doing, but you’ll never really fig­ure out WHY they’re doing it until you get a grasp on these questions.

I was reminded of this when look­ing at this week’s Which Test Won col­umn. Now, I like Which Test Won, but my usual pet peave with their columns is that they often fail to give read­ers enough con­text around the tests and the user expe­ri­ence and click­stream in order to make a fully informed guess as to which of the two vari­ants won.

At best you have to sort of make edu­cated guesses regard­ing the three basic ques­tions. Here’s an example:

The con­test explanation/headline is: “Does Adding a ‘Refine Your Search’ Tool­bar Help Click­throughs on a Cat­e­gory Page with 99+ Prod­ucts?” And then they just present you with the two pages, one with and one with­out the ‘refine your search’ tool­bar. I’ve screen­shot the images and pasted them below:

So… it sort of mat­ters how peo­ple got to this page and what they’re shop­ping for, or if they are shop­ping vs. just get­ting infor­ma­tion, and WHY they are shop­ping.  But no one tells you this, so you’re sort of left to imag­ine or “make up” the visitor’s intentions/goals and path to this page. Here’s how I pic­tured it, based on the infor­ma­tion pro­vided in the bread­crumbs up at the top of the page:

  • The vis­i­tors came to buy some sort of wood fin­ish for a home improve­ment project, I’m guess­ing some kind of deck finish
  • They came in from the home page, went to “Dec­o­rat­ing,” select­ing “Woodcare,”
  • Finally click­ing on “Cupri­nol,” OR
  • The vis­i­tor searched on “Cupri­nol Wood Fin­ish” (or sim­i­lar) and this page rep­re­sents the search results.
Either way, you sort of have to assume that the vis­i­tor needs some sort of wood refin­isher for an out­door struc­ture, like a deck or a shed, and that she has an already estab­lished bias in favor of the Curpinol brand.
NOW that you know this, it makes it eas­ier to fig­ure out whether the “Refine Your Search Tool” might help or if the vis­i­tor is already close enough to her goal to pre­fer browsing:
  • Is it eas­ier to refine by price or do you really just want to look and see what the price is?  Prob­a­bly the latter.
  • Does it help to refine by brand? No, because you’ve already done that by spec­i­fy­ing Cuprinol.
  • What about refin­ing by prod­uct type? Meh, what if you’re look­ing for a com­bi­na­tion stain and preser­v­a­tive?  Or maybe you want to see all your options?
  • Might it help to refine by appli­ca­tion? Yes, but would you even have seen that or would you already have dis­missed the refin­ing tool as use­less by now?
So which page would you guess works bet­ter?  The page with the pretty much use­less refine­ment fea­ture or the page that moves the most likely needed prod­uct — the deck­ing pro­tec­tor — up above the fold, giv­ing you encour­age­ment to scroll down and see what’s available?
You guessed it, the page with­out the search refine­ment tool won. You can read the results here. But while you can get the results with­out going through my lit­tle men­tal sim­u­la­tion, you wouldn’t have a work­ing hypoth­e­sis as to WHY the results are what they are with­out answer­ing those three fun­da­men­tal questions.

Bryan Eisen­berg Still Kick­ing CRO Butt w/ the 3 Questions

And who did I learn those ques­tions from?
Bryan and Jef­frey Eisen­berg. And sure enough, they’re still at it, teach­ing the CRO com­mu­nity how it’s done with their recent Con­ver­sion Opti­miza­tion 101 series.  And their most recent post is well worth review­ing in light of the three questions.
Here you can see a Face­book ad that Bryan clicked on while cruis­ing through FB on his ipad:
And here you can see the land­ing page the ad brought him to:
 So let’s run through the questions:

Ques­tion #1:

Bryan got to this page from the Face­book Ad while brows­ing the web on his iPad. His “goal” is to take advan­tage of the free trial offer.  This means that the land­ing page should match the expec­ta­tions cre­ated by the ad. Not just objec­tively, but subjectively.
But does it? Not really.  First, the ad is writ­ten in span­ish, and the land­ing page is entirely in Eng­lish.  Sec­ond, the head­line pre­sented within the frame of the image and within the “active win­dow” men­tions the $7.99 per month instead of a free 1-month trial. In fact, the Face­book Ad fea­tures “Free Trial” lan­guage in the ad image (in Eng­lish instead of Span­ish), the ad’s head­line, AND the ad’s body copy.
So shouldn’t the land­ing pages red stripe with the Net­flix header also say “Free Trial”?  Sure it should — it should match the Face­book ad as closely as pos­si­ble in look and feel.
Yes, there is a “1 Month Free” call-out off to the side, but it’s off to the side, away from the hero shot and from the inter­ac­tive ele­ments on the page.
Also, shouldn’t an iPad brows­ing prospect be shown a land­ing page fea­tur­ing a pic­ture of a movie being watched on an iPad instead of on an iPhone?  This one is a bit nit-picky com­pared to the oth­ers, but for a com­pany like Net­flix, it’s well worth the added effort of proper targeting.

Ques­tion #2:

Bryan’s next step for­ward is to sign-up for the free trial.
So far so good, and the sign-up form is nice and sim­ple. But why sep­a­rate the sign-up form from the rest of the page by abruptly chang­ing the color scheme?  And why make the form feel dif­fer­ent than the ad through the choice of a dif­fer­ent color scheme? This might have worked if sign­ing up was log­ging in with your Face­book login, since the grey and blue echo Facebook’s own color scheme.
But these ques­tions are small change com­pared to…

Ques­tion #3:

In order to move for­ward Bryan Eisen­berg needs to under­stand what’s gong to hap­pen next — what’ll hap­pen after (and IF) he clicks the “Start Your Free Month” button?
So does the page explain this for Bryan?  Not at all.  He has no idea what hap­pens after he fills out the form. Will he be taken to the main site to pick out his movies? Will he get an e-mail with a spe­cial link and coupon code?  Is this all he has to fill out, or will he need to add in his credit card info before he can start watch­ing movies.
You can’t get a vis­i­tor con­fi­dent in tak­ing the next step unless he’s sure of what to expect, and this page fails to do that.
And this is what the 3 ques­tions are all about — giv­ing you insight that you sim­ply won’t get from other approaches.  Why do I say this? Because on Bryan’s com­ment sec­tion for this post, lots of peo­ple have com­mented on the design, usabil­ity, and scent flaws of this land­ing page, but no one has both­ered talk­ing about the mes­sag­ing around the last question.
And, frankly, it’s the mes­sag­ing that usu­ally holds the key to the biggest gains.
Bot­tom Line: Know the Fun­da­men­tal Ques­tions, Use the Fun­da­men­tal Ques­tions, and Never let up on the Three Questions.
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