This presentation was provided by Jennifer Gibson of Dryad, during the first session of our 2025 NISO training series "Secrets to Changing Behavior in Scholarly Communications." Session One was held June 5, 2025.
2. Course outline
➔ What is ‘social marketing’?
➔ Interventions
➔ Social marketing in scholcomm
➔ Knowing your audience
➔ The marketing plan
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➔ The marketing goal
➔ Marketing tactics
➔ Assets and collateral
➔ Communications planning
➔ Measuring and optimizing
3. Day one ➔ What is ‘social marketing’?
➔ Interventions - with Nici Pfeiffer
➔ Exercise and breakout groups:
What is your intervention?
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4. Learning outcomes
At the conclusion of session 1, the aim is for you to be able to say:
1. How you will intervene in the user’s journey to promote the behaviour change you wish to see
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5. What is marketing
Marketing is the activity, set of institutions, and processes for creating, communicating,
delivering, and exchanging offerings that have value for customers, clients, partners, and
society at large.
Definitions of Marketing (American Marketing Association)
https://www.ama.org/the-definition-of-marketing-what-is-marketing/
Retrieved 16 March 2021
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6. 9
Best marketing campaigns
GWI: “16 of the best marketing campaigns to know in 2024”
https://blog.gwi.com/marketing/10-powerful-examples-of-marketing-that-works/ (June 2, 2025)
7. 10
Source:
The
Drum
(2023)
“Heinz partnered with Lick, the
color-centric home décor brand, to
create a limited-edition matt interior
paint in the exact same shade - wittily
known as ‘Red HTK 57’. Talk about a
brilliant, imaginative brand extension.
“a couple of audience insights that make
this imaginative, entertaining brand
extension a sensible idea.
● Research shows 39% of those
who buy condiments during
the summer - peak BBQ
season - are interested in
DIY/home improvements,
while
● 54% of Americans who’re
interested in grilling/
barbequing are also into
DIY/home improvements.”
https://www.gwi.com/blog/10-powerful-examples-of-
marketing-that-works
8. 11
“This stellar campaign has
rightly been described as the
marketing event of the century
(er, so far), and while rival
studio execs have rather sourly
estimated it may have cost
$150M - that’s on top of the
movie’s $145M production
budget — the investment has
certainly paid off.
“While staying tight-lipped on
specifics, the studio has
described the campaign as
being built around a
“breadcrumb strategy”, giving
people little tastes of the movie
to pique their curiosity and
drive conversation.”
https://www.gwi.com/blog/10-powerful-examples-
of-marketing-that-works
10. What is social marketing
“The application of proven concepts and techniques drawn from the commercial sector
to promote changes in diverse socially important behaviors such as drug use, smoking,
sexual behavior”
Andreasen, A, in “How social marketing works in health care” (Evans WD)
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC1463924/
Retrieved 16 March 2021
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16. Social marketing
starts with impact
[not profit]
* Thanks to John Drummond, Corporate Culture (https://corporateculture.co.uk/)
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17. “Journey planning”
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Look for “Friction” (biases, assumptions
that lead to bad behaviour) and
“Accelerators” (opportunities to motivate
adoption of good behaviours)
Develop strategies to intervene in the
journey… and change its course!
Thanks to John Drummond,
Corporate Culture
Photo
by
engin
akyurt
on
Unsplash
18. 21
Lin et al. December 2020: https://doi.org/10.1371/journal.pcbi.1008469
19. An ACCELERATOR might be:
➔ Opportunities to get academic credit
How might we intervene in the research process to
extend academic credit in return for the behaviour
we want to see?
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If this is the research process…
👉Preprints have been framed as an
intervention that can help achieve both
these things
A point of FRICTION might be:
➔ Helicopter science, where less-resourced
institutions may be exploited and/or
overlooked for their contributions
How might we help them to gain recognition and
credit?
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Brian Nosek, Center for Open Science: https://www.cos.io/blog/strategy-for-culture-change
Communicate!
_Interventions _
23. How will you intervene to promote this change?
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● Policy - e.g. requirement for sharing code and data with a published article
● Incentives - e.g. a badge for data-sharing
● Communities - e.g. a meeting or online forum
● User experience - e.g. research submission portal or open-access publishing fund
● Infrastructure - e.g. an institutional or data repository, new journal
24. Exercise 1
Work in the collaborative document
A) What is the behaviour you wish to promote and for whom (e.g. researchers, administrators)?
B) Name one accelerator for this behaviour (e.g. chance to gain academic credit)
C) Name one limiting cause of friction for this behaviour (e.g. pressure to publish in specific journals,
or fear of being scooped)
D) At what point(s) does it make sense to try and intervene in the user’s journey to promote the
desired change?
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26. Next time
➔ What is ‘social marketing’?
➔ Interventions
➔ Social marketing in scholcomm
➔ Knowing your audience
➔ The marketing plan
30
➔ The marketing goal
➔ Marketing tactics
➔ Assets and collateral
➔ Communications planning
➔ Measuring and optimizing