The campaign research process is essential before launching a new ad campaign. It’s often rushed or skipped during the setup of a campaign. But it’s the only way you’ll be able to scale your campaigns longer or farther than your competitors.
This process will help you create better campaigns, and give you more ideas for creating new campaigns, new angles, new creative and better targeting.
The research process follows these steps:
- Initial discovery questions
- Exploring the customer journey
- Using research tools to find answers
- Aligning your research with the existing customer insights
- Marking down creative insights
1. Initial Discovery Questions
The purpose of your discovery questions is to ensure you understand the full environment you’re advertising within.
Not just who your prospect is demographically and psychographically. But, also, the landscape of competitive positioning, common pricing, marketplace trending, influencer impact, keywords, search volume, etc.
The more clarity you can gain on demographics and psychographics the better you will understand your market and prospect. The better you understand your prospect the better you will be at crafting a message that resonates with them.
You need an understanding of;
- Age
- Gender. This is important because the way you communicate with a mainly female target audience is very different from the way you would communicate with a male targeted audience.
- Ethnicity
- Job/Income
- Location. Are you dealing with individuals who are local, national or overseas? Certain words and phrases differ depending on the location of your target audience.
- Marital status.
- Education
- Hobbies
- Interests
- Political affiliations
- Favourite magazines or newspapers. This cames into play when you’re crafting your big idea because it helps you to understand what they are accustomed to seeing, what are they accustomed to being offered, what are the price points, what are the features and what are the typical conversations that they have.
- Favourite books
- Past purchases
For all of these elements, you want to have least a basic understanding of who you are talking to.
This is how you ensure your ad ideas and creative are fresh and compelling.
As an addition to this step, I like to dive a bit deeper. There are key questions you need to answer to ensure your ad campaigns are emotionally congruent with the main marketing message. This is essential for a high sales conversion rate.
Questions such as…
What does your prospect deeply want or desire?
There’s a difference between wants and needs. When it comes to marketing we focus on what the prospect wants. Wants are more compelling than needs.
In his book “How to write a Good Advertisement” Victor Schwab defined 4 categories of wants;
- What do they want to gain?
Health, time, money, prestige, etc - What do they want to be?
Good parents, up-to-date, creative, influential, etc - What do they want to save?
Money, time, worry, work, risk, etc - What do they want to do?
Win affection, acquire something, satisfy curiosity, etc
What does your prospect see, hear and feel right now, and at each step of your marketing campaign? What’s the primary emotion being stimulated by the headline and campaign lead?
What does the prospect or service being offered do or change for the prospect? And how will that result make the prospect feel? For example:
- Earn more money = Feel successful
- Learn something = Feel independent
- Build a nest egg = Feel more secure
- Loss weight = Feel attractive
Your whole marketing funnel is designed to move them from the emotion they are experiencing right now about their problem or situation to the emotion they want to experience when they purchase your product.
What closely held beliefs does your prospect live by?
Prospects already believe certain things about the marketplace, about you, about certain products, about their situation and you need to have an understanding of what those things are if you are to get buy-in.
- What do they need to believe about you in order to buy?
- What do they need to believe about themselves in order to buy?
- What do they need to believe about your product/service in order to buy?
Always enter the conversation already taking place in the customer’s mind.Robert Collier
What this means is that you start off your marketing with a message that gets the prospect’s agreement. So understanding current beliefs is critical.
Knowing what they need to believe in order to buy tells us what type of content we need to include in the marketing funnel.
2. Exploring the Customer Journey
- What is the purpose of each page?
- Is it an educational page, promo, upsell, cross-sell, etc.
- What do you like/don’t like about the page? Are there any words or phrases that stick out to you? This is where your ad ideas will come from.
- What is the product or service about?
- What was the video about?
- What was the sales page copy about?
- Write down any promotion dates “Offer Ends April 30” or calls to action on the website.
- What is the pricing? How easy is it to order?
- What is being upsold or cross-sold?
- What language is being used for email subject lines? Is it a continuation of the conversation from the ad they clicked on?
3. Using Research Tools To Find Answers
- Google Analytics
- Buzzsumo
- Google Alerts
- ChatGPT
- Perplexity
When you steal from one author, it’s plagiarism; if you steal from many, it’s research.Wilson Mizner
4. Aligning Your Research With Existing Customer Insights
- What are your research insights
- What were the current insights
- What are the new insights
Your Research Insights | Existing Customer Insights | New Insights |
Native: XXX competitor targeting females with heavy “Entrepreneurship” ad copy | Age: 40+ Gender: Males Interests: Finance |
Although we are targeting males 40 plus, it’s clear that there is a market for females based on competitor research, so tailor some tests around females interested in entrepreneurship. |
5. Marking Down Creative Insights
- What are your top 5 headline ideas?
- What are your top 5 ad body ideas?
- What are your top 5 image ideas?
- What are your top 5 video ideas?
- What are your top 5 funnel ideas?