Tuesday, 30 October 2018




Compilation of
Social Marketing
Evidence of Effectiveness:
Key references 2018

International Social Marketing Association (ISMA)
and affiliated national and regional associations



Introduction

The following list of key evidence citations for Social Marketing was compiled with the Support of the International Social Marketing Association (ISMA) and all its affiliated national and regional associations around the world. This list was compiled by asking leading Social Marketing experts from the fields of academia, policy and practice to recommend evidence citations that they have found most persuasive and helpful. Descriptive and qualitative studies of social marketing practice have not been included, but some of the review do comment on the utility of applying social marketing principles and concepts. To keep the review manageable, reviews and meta reviews of individual intervention elements of social marketing, such as communication campaigns, have not been included. A full list of those who contributed to this paper can be found in appendix one.
This document does not represent a systematic review or a narrative synthesis of all available relevant citation, rather it is intended to act as a starting point for such reviews. The paper is intended to also act as a quick reference guide for those interested in further investigating the state of the evidence base of Social Marketing. It is hoped that this compilation of key reference material will be updated on a regular basis by the ISMA and its affiliated associations.
The citations given in the compilation are organised under the following categories:

1.    Generic published peer reviewed papers
2.    Topic / issue / intervention type specific published peer reviewed papers
3.    Generic policy papers and good practice reviews / guidance documents
4.    Books, book chapters and websites that include examples of effective and efficient case studies

All comments and suggestions regarding this paper should be sent to:

Doug Evans (wdevans@email.gwu.edu)


1.  Generic published peer reviewed papers

The effectiveness of social marketing in global health: a systematic review. Rebecca Firestone, Cassandra J Rowe, Shilpa N Modi, Dana Sievers. Published In: Health Policy and Planning. Vol 32 Issue 1 Feb 2017. Key findings / conclusions: 97 studies reported on changes in behaviour. Programmes with positive, statistically significant findings were more likely to apply: audience insights and cost-benefit analyses to motivate behaviour change.

A Systematic Review of Social Marketing Effectiveness. Martine Stead, Ross, Gordon, R., Kathryn Angus, & Laura McDermott. Published in: Health Education, Vol. 107 Issue2,2007, pp. 126 - 191.Key findings / conclusions: (p. 126) “The paper shows that social marketing can form an effective framework for behaviour change interventions and can provide a useful “toolkit” for organisations that are trying to change health behaviours”.

Evidence review: social marketing for the prevention and control of communicable disease. Insights into health communication. MacDonald, Laura., Cairns, Georgina., Angus, Kathryn., Stead, Martine. Published in: European Centre for Disease Control; Stockholm: 2012. Key findings / conclusions: “The international evidence base indicates that social marketing can be an effective approach to behaviour change for the prevention and control of communicable disease. The European evidence is limited, but promising, with social marketing principles having been successfully applied in hand hygiene and sexual health interventions.” (p.1

A systematic review assessing the extent of social marketing principle use in interventions targeting children (2000-2014). Kubacki K, Rundle-Thiele S, Lahtinen V, and Parkinson J. Published in: Young Consumers, 16 (2), 2015, pp.141-158. Key findings / conclusions: 23 social marketing interventions targeting children under the age of 12 years as their main audience were identified; “Sixteen of the studies reported positive behavioural outcomes… social marketing is emerging as an effective approach to increase physical activity and healthy eating, which in turn may assist to lower obesity.”

A systematic review of sports sponsorship for public health and social marketing. Kubacki K, Hurley E and Rundle-Thiele S. Published in; Journal of Social Marketing, 8 (1), 2018, pp.24-39. Key findings / conclusions; This paper provides a systematic review of the use of sports sponsorship in public health and social marketing indicating that the sport sponsorship can be very effective in influencing policy and raising awareness.

Social marketing targeting indigenous peoples: a systematic review. Kubacki K and Szablewska N. Published in; Health Promotion International, 7 September 2017. Key findings ‘conclusions; 20 articles covering 13 social marketing interventions targeting Indigenous peoples were identified; “they appear to have been effective in challenging some of the issues faced by Indigenous peoples”.


Mass media health communication campaigns combined with health-related product distribution: a community guide systematic review. Robinson, M.  Tansil K, Elder, R. Soler R. Labre P. Mercer S. Eroglu D. Baur C. Lyon-Daniel K., Fridinger F. Sokler L. Green L. Miller T. Dearing J. Evans W. Snyder L. Kasisomayajula K. Viswanath D. Beistle D. Chervin D. Bernhardt J. Rimer B. Published in; American journal of preventive medicine 47(3): 360-371. 2014. Key conclusions / findings; Of the eight self-identified studies as, social marketing interventions seven had 9.6% (IQI=4.3, 15.0) median percentage point change in desired health behavior.



2.  Topic / issue / intervention type specific published peer reviewed papers

Social marketing interventions aiming to increase physical activity among adults: a systematic review. Kubacki K, Ronto R, Lahtinen V, Pang B and Rundle-Thiele S. Published in; Health Education, 117(1), 2017, pp.69-89. Key findings / conclusions; 94 articles covering 26 social marketing interventions aiming to increase physical activity among adults were identified; “The results of the current study indicate that increasing the number of benchmark criteria used in an intervention to at least four increases the chances of achieving positive behavioural outcomes”.

Effectiveness of Social Marketing Interventions to Promote Physical Activity Among Adults: A Systematic Review. Xia *Y. Deshpande SBonates T. Published in; Journal of Physical Activity & Health, Volume: 13 Issue: 11 Pages: 1263-1274. Key findings / conclusions; Findings revealed that the presence of more social marketing benchmarks in interventions increased the likelihood of success in promoting physical activity. The presence of more than 3 benchmarks improved the success of the interventions; specifically, all interventions were successful when more than 7.5 benchmarks were present. Further, primary formative research, core product, actual product, augmented product, promotion, and behavioural competition all had a significant influence on the effectiveness of interventions.


Eating for the better: a social marketing review (2000–2012). Carins, Julia, E. and Rundle-Thiele, Sharyn, R. Published in: Public Health Nutrition, 17 (7), 1628-1639, 2014. Key findings / conclusions: “Social marketing is an involved process and it is important that studies identifying as social marketing adopt social marketing benchmark criteria. Social marketing when employed to its full extent offers the potential to change healthy eating.” (p.1628)

Health communication and social marketing campaigns for sexually transmitted disease prevention and control: What is the evidence of their effectiveness? Allison Friedman, Rachel Kachur, Seth Noar & Mary McFarlane.Published in: Sexually Transmitted Diseases, Vol 43, Supplement 1, February 2016, pp. S83 – S101. Key findings/ conclusions: (from p. S83) “The review yielded 26 articles representing 16 unique STD testing and/or prevention campaigns. Nearly all campaigns found differences between exposed and unexposed individuals on one or more key behavioural outcomes”.


Addressing vaccine hesitancy: The potential value of commercial and social marketing principles and practices. Glen Nowak, Bruce Gellin, Noni MacDonald & Rob Butler. Published in: Vaccine, Vol 33, Issue 34, 2015, pp. 4204-4211.Key findings / conclusions. (p. 4206) “Social marketing not only helps immunization programs identify and understand the physical, social, and economic environmental factors that play a major role in determining vaccine acceptance; it also calls attention to the need to examine immunization convenience”.

Examining Protective Effects of Brand Equity in the keepin' it REAL Substance Use Prevention Curriculum. Lee, J. K., & Hecht, M. L. Published in: Health Communication, V. 26, Issue 7, Oct 2011. Key findings / conclusions; Brand equity mediates effects of the keepin’ it REAL curriculum on substance use.


Systematic Review of Physical Activity Interventions.Xia Y, Deshpande S, & Bonates T. Published in: J Phys Act Health. 2016 Nov;13(11):1263-1274. doi: 10.1123/jpah.2015-0189. Epub 2016 Aug 24. Key findings / conclusions: Social marketing is an effective approach in promoting physical activity among adults when a substantial number of benchmarks are used and when managers understand the audience, make the desired behaviour tangible, and promote the desired behaviour persuasively

Effectiveness of social marketing strategies to reduce youth obesity in European school-based interventions: A systematic review and meta-analysis
Aceves-Martins et al. Published in; Nutrition Reviews (2016). Vol 74 Issue 5 pp. 337-351. Key conclusions / findings; Evidence indicates that the inclusion of at least 5 Social Marketing Benchmark Criteria domains in school-based interventions could benefit efforts to prevent obesity in young people.

Impact of the California Project LEAN School Board Member social marketing campaign. McDermott, R.J. et al. (2005). Published in; Social Marketing Quarterly, 11(2), 18-40. Key conclusions / findings; As part of the California Project LEAN (Leaders Encouraging Activity and Nutrition), a social marketing campaign was directed at California school board members to motivate them to advance nutrition-related policy issues at school board meetings, and to enact and enforce school policies that support healthy eating. In less than two years after implementing the campaign, a significant increase in nutrition-related issues on school board meeting agendas occurred, more favourable nutrition-related policies became enacted, and school board members reported greater readiness to support school nutrition-related issues.


Minimising alcohol harm: a systematic social marketing review (2000-2014). Kubacki K, Rundle-Thiele S, Pang B and Buyucek N. Published in: Journal of Business Research, 68 (10), 2015, pp.2214-2222. Key findings / conclusions: 23 social marketing interventions aiming to minimise harm from alcohol consumption were identified; “Social marketing interventions were found to be largely effective in creating positive effects through changing behaviours and policies to affect short term or immediate changes, and also attaining longer term change via attitude, behavioural intention, and/or raising awareness”.


Effectiveness of a Communication for Behavioural Impact (COMBI) intervention to reduce salt intake in a Vietnamese Province based on estimations from spot urine samples. Do, H.T.P., Santos, J.A., Trieu, K., Petersen, K., Le, M.B., Lai, D.T., Bauman, A. and Webster, J., 2016. Published in: The Journal of Clinical Hypertension, 18(11), pp.1135-1142. Key findings / conclusions: Participants showed improved knowledge and behaviours following the intervention. The COMBI intervention was effective in lowering average population salt intake and improving knowledge and behaviours.  https://onlinelibrary.wiley.com/toc/17517176/18/11


Using social marketing tools to increase fuel-efficient stove adoption for conservation of the golden snub-nosed monkey, Gansu Province, China. DeWan A, Green K, Li X, and Hayden D. Published in; Conservation Evidence. Volume 10, p. 32-36, 2013. Key findings / conclusions; This study reports on the effectiveness of a social marketing campaign in aimed at augmenting the usage of energy efficient stoves. The project’s impact evaluation revealed a 28% increase in stove usage after year 1 and a 43.1% increase in stove usage after year 2. This transition in stove design decreased rates of felling and forest destruction significantly. 

Social marketing of water and sanitation products: a systematic review of peer-reviewed literature. “Evans W, Pattanayak S, Young S, Buszin J, Rai S, and  Bihm J. Published in; Social Science and Medicine. Volume 110, p. 18-25, 2014. Key findings / conclusions; This study reviewed 117 articles focused on commercially-motivated social marketing in developing countries, determining that companies leverage marketing to spur “consistent improvements in behavioural mediators. The report concludes that “interventions have successfully used social marketing following widely recommended strategies”

Effects of condom social marketing on condom use in developing countries: a systematic review and meta-analysis, 1990-2010. Sweat, M. Denison J. Kennedy C. Tedrow V. and O'Reilly K. Published in; Bulletin of the World Health Organization, Vol 90, Issue 8, pages: 613-622A, 2012. Key conclusions / findings;Six studies with a combined sample size of 23,048 met the inclusion criteria. Whilst the evidence base for the effect of social marketing on condom use is small because few rigorous studies have been conducted this meta-analyses showed a positive and statistically significant effect on increasing condom use, and all individual studies showed positive trends.

A review of current practices to increase Chlamydia screening in the community--a consumer-centered social marketing perspective. Phillipson, L. Gordon R. Telenta J Magee C and Janssen M. Published in: Health expectations: an international journal of public participation in health care and health policy 19(1): 5-25. 2016.
Key conclusions / findings; 18 interventions were identified, Assessment against social marketing benchmark criteria found that interventions incorporating social marketing principles were more likely to achieve positive results. Whilst the quality of evidence remains low this review suggests the potential utility of strategic community-based social marketing interventions across a range of settings to promote screening at higher rates than currently exist in this target group.


A meta-analysis of the evaluations of social marketing interventions addressing smoking, alcohol drinking, physical activity, and eating. Hung C. Published in; Ph.D. Dissertation, Indiana University, 2017. Key conclusions / findings; “Results: Interventions using social marketing principles were effective at bringing about statistically significant behavior changes. Interventions designed to effectively change eating, physical activity, and smoking behaviors were effective; those addressing drinking alcohol were not. Interventions that tackled multiple behavior objectives usually failed to succeed. This review showed that marketing mix, exchange strategies, and use of theory were significant factors of program effectiveness.


Changing Wild Meat Consumption: An Experiment in the Central Amazon, Brazil. Chaves A, Valle D,  Monroe M, Wilkie D,. Sieving K, & Sadowsky B. Published in; Conservation Letters, 11(2), e12391. Key conclusions / findings; Coupons increased chicken consumption, as expected, but did not reduce wild meat consumption. In contrast, social marketing without the price incentive reduced wild meat consumption by 62%. This study demonstrates how social marketing and price incentives may be effective at reducing demand for meat and other wildlife products.

Online interventions for social marketing health behavior change campaigns: a meta-analysis of psychological architectures and adherence factors. Cugelman B. Thelwall M. Dawes P. Published in; Journal of medical Internet research 13, no. 1 (2011). Key conclusions / findings; 30 interventions were reviewed in this meta-analysis which focuses on the effectiveness of online health related interventions. It found a small but significant difference in effectiveness of online interventions compared with offline interventions. With shorter online interventions having higher impact than longer.


Effect of large-scale social marketing of insecticide-treated nets on child survival in rural Tanzania. Armstrong Schellenberg J, Salim Abdulla, Nathan R, Mukasa O, Marchant T, Kikumbih N, Mushi A, Mponda H, Minja H, Mshinda H, Tanner M, Lengeler C. Published in; The Lancet, Vol. 357, April 2001. Key conclusions / findings; A large-scale social marketing intervention led to strong results in terms of preventing children from being infected by malaria in Africa. The increase in the use of insecticide-treated nets led to 27% reduction in the risk of post-neonatal child death.

Healthy Heroes, Magic Meals, and a Visiting Alien: Community-Led Assets-Based Social Marketing.Stead M, Arnott L, Dempsey E. Published in; Social Marketing Quarterly, Vol 19 Issue 1, p. 26-39. Key conclusions / findings; By using a community approach and social marketing and having a low budget, within an 18 months period 2 community-led projects were successfully established engaging the community in co-creating materials for tackling effectively obesity problems among children and families.


Reducing alcohol-impaired driving crashes through the use of social marketing. Rothschild M, Mastin B, Miller T.  Published in; Accident analysis and prevention Vol 38, issue 6 Nov 2006. 1218 -1230. Key conclusions / findings; Results showed a significant shift in riding/driving behaviour, especially among 21–34-year olds, a projected 17% decline in alcohol-related crashes in the first year, no increase in drinking behaviour, and large savings between the reactive cost of cleaning up after a crash and the proactive cost of avoiding a crash. Programs have become self-sustaining based on fares and tavern contributions, and have become part of the life style in the treatment communities.


The Florida “truth” anti-tobacco media evaluation: design, first year results, and implications for planning future state media evaluations. David F SlyGary R HealdSarah Ray. Published in: BMJ Website. Key findings / conclusions: Evaluation of this insight-driven approach to reducing tobacco consumption amongst young people resulted in high rates of recall, significant changes in attitudes/beliefs, and reduced rates of smoking behaviour among the youth targeted.


Getting to the Truth: Evaluating National Tobacco Counter Marketing Campaigns. Farrelly M, Healton C, Davis K, Messeri P, Hersey J, Haviland M. Published in; American Journal of Public Health Vol 92 Issue 6 June 2002. Key conclusions / findings; The research compares two anti-smoking campaigns for young people, one from the field of social marketing called the Truth Campaign and the other one from Philip Morris. The research shows how the Truth campaign had significant impact whist the PM campaign did not.



Targeting male perpetrators of intimate partner violence: Western Australia’s ‘Freedom from Fear’ campaign. Donovan R, Paterson D, and Francas M. Published in; Social Marketing Quarterly, 5(3), 127-143, 1999. Key conclusions / findings; The Western Australian “Freedom from Fear” campaign was an innovative social marketing initiative that reduce the fears of women (and children) by motivating perpetrators and potential perpetrators to voluntarily attend counselling programs. The programme delivered statistically significant results.
http://journals.sagepub.com/doi/abs/10.1080/15245004.1999.9961076


Social marketing as a childhood obesity prevention strategy. Evans D, Christoffel K, Necheles J, Becker a. Published in; (2010).. Obesity, 18(S1), S23-S26. Key conclusions / findings, This is a narrative review of existing social marketing based interventions that concludes “At the community level, social marketing shows evidence of effectiveness in promoting nutrition and physical activity among parents and children”(p.S25) https://onlinelibrary.wiley.com/doi/abs/10.1038/oby.2009.428


A social marketing analysis of 20 years of hand hygiene promotionMah, M., Tam, Y.C., & Deshpande, S. Published in ; Infection Control and Hospital Epidemiology, 29(3), 262-270. 2008. Key conclusions / findings; A systematic analysis included articles that describe multifaceted interventions and evaluated them with predefined social marketing benchmark criteria. Of 53 interventions analysed in this review, 16 (30.2%) employed primary formative audience research, 5 (9.4%) incorporated social or behavioural theories, 27 (50.9%) employed segmentation and targeting of the audience, 44 (83.0%) used components of the “marketing mix,” 3 (5.7%) considered the influence of competing behaviours, 7 (13.2%) cultivated relationships with the target audience, and 15 (28.3%) provided simple behavioural messages. Thirty-five (66.0%) of the interventions demonstrated a significant improvement in performance, but only 21 (39.6%) were considered to have a strong evaluative design


Evaluation of a National Physical Activity Intervention for Children VERB™ Campaign, 2002–2004. Huhman M, Potter L, Duke J, Judkins D, Heitzler C, Wong F. Published in; American Journal of Preventive Medicine 38 - 43.2007 (32)1. Key conclusions / findings, directed to all U.S. children aged 9 to 13 years.  After 2 years, a dose–response effect was detected in the study population. Children aware of VERB reported engaging in significantly more physical activity than children unaware of VERB. These results were considerably stronger than the effects after Year 1, which were only for physical activity among
 subpopulations. The VERB campaign continued to positively influence children’s attitudes about physical activity and their physical activity behaviours and expanded the effects to more children. With adequate and sustained investment, health marketing shows promise to affect the attitudes and behaviour of children’s


3.   Generic policy papers and good practice reviews / guidance

What Works in Social Marketing to Young People? Thornley L and Marsh A. Published in; Wellington, Ministry of Youth Development, July 2010. Key conclusions / findings; A systematic review of social marketing campaigns to youth in the US, Australia and New Zealand. Gives examples of positive behaviour change for tobacco and marijuana use as well as sexual and physical health. Success factors include target market research, effective use of commercial marketing techniques including branding, multiple channels and inclusion of public policy and sustained funding.


It’s Our Health a strategy for social marketing. French J. Mayo E.  Published in; National Consumer Council, for Department of Health England. 2006.Key conclusions / findings; International review of social marketing evidence, and policy implementation. Concludes that social marketing principles should be used across government to improve efficiency, effectiveness and engagement in social policy delivery. Make 38 recommendations about imbedding and applying social marketing principles across government. Report and all recommendations accepted by UK government leading to the development of subsequent government social marketing strategy which is ongoing.


Marketing Review Final Report. Stead M. McDermott L. Angus K, Hastings G. Published in; NICE National Institute for Clinical Evidence. nice.org.uk. Key conclusions / findings; The report demonstrates how commercial marketing and social marketing can help build effective interventions to influence health behaviour. This meta review is based on three existing reviews (Stead et al 2006, Gordon et al 2006, McDermott et al 2006), see; McDermott, L. M., M. Stead, G. B. Hastings, R. Kent and S. Banerjee (2005). "Social marketing interventions for changing nutrition behavior: a systematic review." Prevent Med.
Gordon, R., L. McDermott, M. Stead and K. Angus (2006). "The effectiveness of social marketing interventions for health improvement: what's the evidence?" Public health 120(12): 1133-1139. + Stead, M., R. Gordon, K. Angus and L. McDermott (2007). "A systematic review of social marketing effectiveness." Health Education 107(2): 126-191. + Evans, W. D., J. Blitstein, J. C. Hersey, J. Renaud and A. L. Yaroch (2008). "Systematic review of public health branding." Journal of health communication 13(8): 721-741.

Developing world-class social marketing standards: a step in the right direction for a more socially responsible marketing profession. Fourali C. Published in; Social Marketing Quarterly, 15(2), 14–24. (2009). Key conclusions / findings; This review sets out the conclusions and process of the development of the first world-class social marketing competence and best practice occupational standards for the UK National Occupational Standards system. http://journals.sagepub.com/doi/pdf/10.1080/15245000902957334

Effects of Communitywide Education on Cardiovascular Disease Risk Factors: The Stanford Five-City Project. Farquhar J, Fortmann S, Flora J; et al . Published in; JAMA. 1990;264(3):359-365. 1990. Key conclusions / findings; One of the first major, comprehensive, and rigorously evaluated public health/(social marketing) interventions in two treatment cities (N = 122 800) and two control cities (N = 197 500) Treatment cities received a 5-year, low-cost, comprehensive program using social learning theory, a communication—behaviour change model, community organization principles, and social marketing methods. After 30 to 64 months significant net reductions in community averages favouring treatment occurred in plasma cholesterol level (2%), blood pressure (4%), resting pulse rate (3%), and smoking rate (13%) of the cohort sample. These risk factor changes resulted in important decreases in composite total mortality risk scores (15%) and coronary heart disease risk scores (16%). Thus, such low-cost programs can have an impact on risk factors in broad population groups.

Health 2020: the European policy for health and well-being. WHO. Published in WHO Europe.  Key conclusions / findings;Drawing on knowledge from the social, behavioural and policy sciences is proving increasingly important, including social
marketing, behavioural economics and neuroscience. old-style
message communication approaches, focused on crafting information and
sending messages, are rarely enough on their own to positively affect people’s
health behaviour and choices. Instead, integrated learning from across the
wider social behavioural sciences, including strategic social marketing, social
psychology, behavioural economics and neuroscience, are increasingly
providing practical and often cost-effective solutions to addressing the
diversity of behavioural challenges in various populations. Moving beyond
communication to a stronger behavioural focus and understanding in health
and related programmes offers growing potential to achieve measurable and
sustained effects in people’s lives,

Public Health England Social Marketing strategy 2017- 2020. Public Health England Published in, UK government website. Key conclusion / findings; The Public Health England (PHE) marketing strategy describes how PHE will use marketing to support the objectives of its business plan and England’s public health system. Social marketing is positioned as a key integral element of all programmes aimed as assisting citizens to lead a healthy life. Social marketing principles and planning rigor is applied to all PHE programmes aimed at influencing and supporting positive health behaviour.


Social marketing. A Systematic Review of Research 1998–2012.Truong, V.D. Published in; Social Marketing Quarterly, 20(1), 15-34. 2014. Key conclusions /findings; Drawing upon journal and database searches, 867 articles were analysed in the light of the content analysis method. The article indicates that social marketing has captured increasing research attention. Public health has predominantly been the research topic and hence more articles have been published in health-related journals than in marketing-related journals. Substantial research has focused on downstream social marketing, while the upstream and critical dimension has been given limited attention. Social marketing research has been dominated by qualitative methods, although both quantitative and mixed methods are gaining prominence.


The Principles of Pride. Butler P, Green K and Galvin D. Published in; Rare.org. Key findings / conclusions; A synthesis of 25 years of experience and research in the realms of conservation and environmental science. The report details Rare’s findings, introducing 12 principles that are fundamental to successful behaviour change. Rare derives its conclusions from an extensive array of case studies, experiments, and testimonies that establish the pillars’ veracity. This paper harbours incontrovertible evidence of social marketing’s effectiveness.


Health Weighty Weight, Healthy Lives: Consumer Insight Study
HM Government Published in: Department of Health England Website. Kef findings / conclusions: Understanding these clusters of citizens, their motivations and the opportunities and challenges they face is an essential step towards developing interventions that accurately target the needs of different audience groups.


Behavior change strategies and health: the role of health systems. World Health Organization- Regional Office for Europe. Published in; Regional Committee for Europe Fifty-eighth session; Tbilisi, Georgia, 15–18 September 2008. Key conclusions / findings; Social marketing is one of the “building blocks” needed to plan and deliver a comprehensive health behaviour change interventions. Social marketing can be used as a tool to educate and empower individuals (i.e. increase knowledge, skills and capacity; influence attitudes and levels of confidence; change and sustain change).

Systematic review of health branding: growth of a promising practice. Evans W,  Blitstein J, Vallone D, Post S, Nielsen W. Published in; Translational Behavioural Medicine, Vol 5 Issue 1. P. 24-36. Key conclusions / findings; This systematic review shows evidence about how health brands can have more impact by using evaluation, application of theory and description of campaign strategies. A total of 311 articles (130 full reviewed) were examined. 

Social marketing guide for public health managers and practitioners. French J .Apfel F. Published in; European Centre for Disease Prevention and Control (2014) Stockholm: ECDC. Key conclusions / findings; This guide and toolkit was developed with public health practitioners across Europe. Social Marketing is an effective and efficient set of organizing principles. The application of social marketing principles adds value and rigor to the development, implementation and evaluation of communicable disease prevention and public health strategies.


Channing transport behaviour, a social marketing planning guide. Kassirer J. Lagarde F. Published by; Cullbridge Marketing and Communications, 2010. Key conclusions/ findings; Community Based Social marketing "tools have been identified as particularly effective in bringing about change. While each of these tools can promote healthy and/or sustainable behaviour on its own under the right conditions, the tools are most effective when used together. These tools include, for example, norm appeals, obtaining a commitment, prompts, and feedback and recognition. The five critical elements of CBSM are: Selecting the travel options and behaviours on which will focus Identifying the related barriers and benefits. Developing and piloting a program to overcome these barriers and to promote these benefits. Implementing the program across a community Monitoring, evaluating and improving the effectiveness of the program on an ongoing basis.https://www.researchgate.net/publication/312188618_Changing_Transportation_Behaviours_A_Social_Marketing_Planning_Guide


4.  Books, book chapters and websites that include examples of effective and efficient case studies


Principles and Practice of Social Marketing: An International Perspective. Donovan, R, Henley N. 2010. Cambridge Uni Press. https://www.cambridge.org/core/books/principles-and-practice-of-social-marketing/DAB769AB72511223259722AEF48803A5

Innovations in Social Marketing and Public Health Communication: Improving the Quality of Life for Individuals and Communities. Wymer, W, (Ed),

Social Marketing and Public Health (2nd ed). French J. Oxford University Press (2017) https://global.oup.com/academic/product/social-marketing-and-public-health-9780198717690?q=social%20marketing&lang=en&cc=gb
Social Marketing. Eagle, L., Dahl, S., Hill, S., Bird, S., Spotswood, F., Tapp, A. Pearson (2013) http://catalogue.pearsoned.co.uk/educator/product/Social-Marketing/9780273727224.page
Sociall marketing case-book. French, J., Merritt, R. & Reynolds, L. Sage (2011). http://sk.sagepub.com/books/social-marketing-casebook

Public Health Branding: Applying marketing for social change
Evans D.  Hastings G. OxfordScolorship.http://www.oxfordscholarship.com/view/10.1093/acprof:oso/9780199237135.001.0001/acprof-9780199237135.

Social marketing for public health: Global trends and success stories.   Cheng, H., Kotler, P. & Lee, N. (2011).  Jones and Bartlett Publishers. http://www.jblearning.com/catalog/9780763757977/

Handbook of Persuasion and Social Marketing (Ed) Stewart D. Sage. (2015). https://abc-clio.com/ABC-CLIOCorporate/product.aspx?pc=A3924C
Social marketing – Changing behaviors for good (5th ed) Lee N Kotler p. Thousand Oaks, CA: Sage Publications.

Policy making for citizen behavior change, a social marketing approach. Lee N. https://www.routledge.com/Policymaking-for-Citizen-Behavior-Change-A-Social-Marketing-Approach/Lee/p/book/9781138696006
Social Marketing and Behaviour Change: Models, Theory and Applications. Brennan L, Binney W, Parker L, Aleti T, and Nguyen D.

Sage Handbook of social marketing. Edited by Hastings G

Social Marketing in a Country: The British Experience. Santos C Published in CreateSpace, Charleston, SC.2016. http://www.marketingsocialportugal.net/documentos/SocialMarketinginaCountry-selected.pdf
The Promise of Social Marketing: A Powerful Tool for Changing the World for Good. Fourali C. London: Routledge. (2016) https://www.routledge.com/products/isbn/9781472416858
Fostering sustainable behaviour (Third edition): An introduction to community-based social marketing. McKenzie-Mohr D. New Society, 2011. http://www.cbsm.com/pages/guide/preface/

Social marketing to protect the environment: What works. McKenzie-Mohr D; Lee N; Shultz W; Kotler P.  Sage, 2011.

Social Marketing in India. Deshpande S. Lee N. Sage (2013) https://www.amazon.com/Social-Marketing-India-Sameer-Deshpande/dp/8132113578
Health Behavior and Health Education – Theory, Research, and Practice. 4th edition. Editors: Glanz K, Rimer B, Viswanath K. San Francisco. Social Marketing chapter 19. Storey J, Saffitz G, Rimón J. Jossey-Bass 2008. https://www.amazon.co.uk/Health-Behavior-Education-Research-Practice/dp/0787996149

Public health communication: Evidence for behaviour change. Hornik, R (Ed.) (2002).



Web sites:
International Social Marketing Association: https://www.i-socialmarketing.org/

European Social Marketing Association: http://www.europeansocialmarketing.org/

Social Marketing Association of North America; https://smana.org/

The Australian Association of Social Marketing: http://www.aasm.org.au/

Africa Social Marketing Association (Being established) see: https://www.i-socialmarketing.org/

Association Latinoamericana de Mercadeo Social. / Asociacao Latinoamerican demarketing Social; http://wwwmercadeosocial.org.

Tools of change website: http://www.toolsofchange.com/en/home/

World Social Marketing Conference website http://wsmconference.com/edinburgh-2019/

National Social Marketing Centre website; http://www.thensmc.com/

Centres for Disease Control and Prevention. CDC. The Community Guide. Community Preventive Services Task Force Findings website; https://www.thecommunityguide.org/task-force-findings

Appendix 1
Jeff French (Co-coordinator)
Doug Evans (Co-coordinator) 
Krzysztof Kubacki  
Rob Donovan
Jim Mintz
Jay Kassirer
Eagle, Lynne
Ross Gordon
Sally Dibb
Chahid Fourali
Hamilton  Carvalho
Brian Biroscak
Chris Palmedo
Rebekah Russell-Bennett
Suzanne Suggs
Nancy Lee
Sharyn Rundle-Thiele
Matthew Wood
Domegan, Christine
Ann-Marie Kennedy
Gerard Hastings
Alan Tapp
Carlos Oliveira Santos
Francois Lagarde
Kevin Green
Marco Bardus
Diogo Veríssimo
Nadina Luca
Doug McKenzie-Mohr
Danae Manika
Michael Basil
Debra Basil
Sameer Deshpande
Robert Hornik
Leslie Snyder
Michael Hecht
Diana Gregory-Smith
Victoria Wells
Juan Miguel Rey Pino

International Social Marketing Association (ISMA)
and affiliated national and regional associations

All comments and suggestions regarding this paper should be sent to:
Doug Evans (wdevans@email.gwu.edu)



Thursday, 23 August 2018

Our contribution for the list of key evidence sources related to the effectiveness and added value of social marketing (eds. Doug Evans & Jeff French):



1 Title 2 Author(s) 3 Publication 4 Link 5 Brief comment 

I try to support Portugese, Brazilian and Spanish authors:

1.1 «Inhibitions and implications associated with celebrity participation in health-related social marketing: An exploratory research focused on HIV prevention in Portugal»
1.2 CASAIS, B., & PROENÇA, J. F. 
1.3 Health Marketing Quarterly, 29 (3), 2012, pp.206-222.
1.4 https://sigarra.up.pt/flup/pt/pub_geral.pub_view…
1.5 Results from in-depth interviews with 27 Portuguese celebrities show that they expect a fee for endorsements of commercial and government social marketing, despite the positive image they may gain from endorsing public health. The results demonstrate an absence of celebrity prejudice against HIV because of its serious nature and the social stigma attached to AIDS.
2.1 Porque nos Matamos nas Estradas… e Como o Evitar (Why We Kill on the Roads… and How to Avoid It)
2.2 RETO, L., & SÁ, J.
2.3 2003, Editorial Notícias, Lisboa.
2.4 https://www.researchgate.net/…/319406313_Porque_nos_matamos…
2.5 A seminal book with a critical analysis of the Portuguese national road traffic safety campaigns, showing that communication must be well incorporated in a social marketing strategy.

3.1 Social Marketing in a Country: The British Experience
3.2 SANTOS, C. O.
3.3. 2016, CreateSpace, Charleston, SC.
3.4 http://www.marketingsocialportugal.net/…/SocialMarketingina…
3.5 Studies the genesis, evolution, and implementation of the English national policy on social marketing in public health policy, showing the resilience of this policy through important political and social changes.
4.1 «Social marketing in Brazil: History, challenges and an agenda for the future»
4.2 MAZZON, J. & CARVALHO, H.
4.3 Revista de Gestão dos Países de Língua Portuguesa, 16 (3), 2017, pp. 14-27.
4.4 http://www.scielo.mec.pt/scielo.php…
4.5 Studies the key programs that marked the first phase of social marketing in the country and presents a discussion on barriers and opportunities for social marketing in Brazil, including a three points agenda for accelerating its diffusion.
5.1 «The problem of social exlusion in the EU: Can social marketing solve the situation? A behavioral economics perspective»
5.2 MORATO, M. A. C., LIZANA, A. G., & MESTANZA, J. G.
5.3 Revista de Gestão dos Países de Língua Portuguesa, 16 (3), 2017, 28-43.
5.4 http://www.scielo.mec.pt/scielo.php…
5.5 Analyses the problem of social exclusion is increasing in the European Union from a behavioral economics perspective (including in the interpretation of the situation the processes of stigmatization and theories of coping with stress, going beyond the traditional homo economicus model), providing social marketing effective solutions from that point of view to overcome the situation, and addressing the problem from a public-private perspective.

Social Marketing Citation

Doug Evans and Jeff French have volunteered to pull together a list of key evidence sources related to the effectiveness and added value of social marketing. The task comes out of some work the iSAM has been doing feeding into UNISEF Alliance for Social and Behavior Change who are developing recommendations about good practice in the field of behavioural influence and communication. Doug and I have provided some citations for this exercise (We were only allowed to send in five). It occurred to us whilst doing this in discussion with Patrick Cook, chair of iSMA Board that it would be helpful if we could pull together a more substantial collection of evidence-based citations in support of SM that could be used by social marketers globally.

We do not have the capacity to undertake a full systematic review and policy trawl so we have pragmatically decided to reach out to key social marketing experts to ask for help in compiling the first iteration of this list of key evidence sources. 

The Ask:
We are asking you because you are a leading authority in the field and we would welcome your contributions. We also know that we will have left out other potential contributors, so if you have other people that you would suggest are asked to contribute please let us have their contact details and we will reach out to them. See the attached list of people we are contacting in the first instance.

You can help by sending through between 3 – 5 (Max) key citations that you quote to make the case for applying social marketing. These citations can be evidence meta reviews, website collections of impactful case studies, books with multiple case studies, published articles, governmental or agency / organisational policy endorsements.  We have attached a template that can be used for the citations you send in. Please send your contributions back to us by the end of July.
We will at this stage not be conducting a quality assessment of what you send through, rather we will simply collate and deal with any duplications that comes in.  Once collated we will share this with the group and iSMA and other associations. The first iteration should be a useful starting point for asking for additional contributions from association members. The intention is to regularly update the list as new sources become available.
We will include in the paper that we submit to iSMA and the other associations the names of all those people who contributed. So please help us with this task, we value your contribution to what will hopefully be a useful aid to many social marketers around the world.

Many thanks

Thursday, 14 September 2017

Marketing Social em Portugal

Link para o número completo
http://www.scielo.mec.pt/scielo.php?script=sci_issuetoc&pid=1645-446420170003&lng=pt&nrm=iso



Carlos Oliveira Santos
Instituto de Políticas Públicas e Sociais (ISCTE-IUL)
costerra1953@gmail.com
Janeiro, 2018


A Revista de Gestão dos Países de Língua Portuguesa, editada pelo INDEG-ISCTE Executive Education, publicou um número especial sobre «Novas Dimensões do Marketing Social» (Setembro-Dezembro 2017), de que tive o prazer de ser editor convidado, com a participação de Jeff French (Brighton University Business School e King’s College University of London, UK), Stephan Dahl (James Cook University), Lynne Eagle (James Cook University), Victor Lauriano Souza (Universidade Nova de Lisboa, Portugal), José Afonso Mazzon (Universidade de São Paulo, Brasil), Hamilton Coimbra Carvalho (Universidade de São Paulo, Brasil), Marco Antonio Cruz Morato (Universidade de Málaga, Espanha), Antonio García Lizana (Universidade de Málaga, Espanha), Josefa García Mestanza (Universidade de Málaga, Espanha) e Diogo Veríssimo (Johns Hopkins University, USA).
O INDEG sublinha, deste modo, a sua particular responsabilidade no estudo desta área, no imenso espaço desta língua. Foi, precisamente, aquela instituição que promoveu, em 2002, um pioneiro curso de pós-graduação em Marketing Político e Social, dirigido por Luís Reto, comigo e Jorge de Sá como directores adjuntos.
Anteriormente, numa cadeira de comunicação pública, leccionada na licenciatura de comunicação empresarial do Instituto Superior de Comunicação Empresarial, em Lisboa, eu introduzi, em 1992, o marketing social, muito influenciado pela publicação, três anos antes, do livro de Philip Kotler e Eduardo L. Roberto, Social Marketing: Strategies for Changing Public Behavior. Em 1995, já leccionava uma cadeira autónoma de marketing social na licenciatura de gestão de marketing, do mesmo Instituto. Creio que foram essas as primeiras vezes em que o marketing social foi leccionado no ensino superior em Portugal.
No ano de 2002, iniciou-se, com o apoio do programa comunitário EQUAL, um Projecto Vasco Gama, centrado na inserção profissional de pessoas desfavorecidas, coordenado pela Fundação CEBI em cooperação com as organizações ADAPEI 44 (França), ORBEM (Bélgica) e ELO SOCIAL (Portugal). Uma das componentes deste projecto foi a preparação de um guia de marketing social, cuja responsabilidade e coordenação me coube (ver Santos, 2012a), com a participação de jovens quadros daquela instituição. Seria publicado, em português e francês, em 2004, com o título Melhorar a Vida: Um Guia de Marketing Social, incluindo um prefácio de Luís Reto e, no final, uma entrevista de Philip Kotler, antes publicada pelo Social Marketing Quarterly e cedida por Carol Bryant, da University of South Florida (Kotler, 2003). Em 2011, estaria disponível online uma edição ebook e, em 2012, publicar-se-ia uma segunda edição impressa, revista e actualizada. Jeff French (2015) sublinhá-lo-ia como «the first social marketing textbook in Portuguese» (p. 30). O website Marketing Social Portugal (www.marketingsocialportugal.net), por mim criado, em 2009, disponibiliza-o gratuitamente, bem como inúmeras outras referências e instrumentos úteis à formação e divulgação do marketing social.
Entretanto, algo se foi passando, em Portugal, com diversos investigadores e interessados. Em 2004, a já referida Fundação CEBI, levou a cabo, em Lisboa, o Seminário Internacional de Marketing Social e, após a reunião fundadora, em Novembro de 2011, em Londres, da European Social Marketing Association (processo onde participaram quatro portugueses, Diogo Veríssimo, Ana Sofia Ferreira, eu e Beatriz Casais, esta posteriormente, online), Lisboa recebeu, em 2012, a primeira conferência dessa associação, com participantes de inúmeros países.
Durante estes anos, vários investigadores portugueses foram marcando presença, nacional e internacional, com as suas publicações. Num estudo sobre prevenção rodoviária, Luís Reto e Jorge de Sá (2003) incorporaram uma abordagem de marketing social (sobretudo na sua relação com a legislação e o controlo), que bem se traduziu na melhoria dos resultados obtidos, em Portugal, nos anos subsequentes. Paulo K. Moreira, em 2007, publicou o seu livro Public Health Policy in Action: Framework for a New Rhetoric of Persuasion, com uma significativa componente de marketing social. Susana Marques doutorou-se, em 2008, na Universidade de Stirling, sob a orientação de Gerard Hastings, e integrou o Sage Handbook of Social Marketing (2011), com um capítulo sobre marketing relacional. Na segunda edição do seu Social Marketing: From Tunes to Symphonies (2014), Hastings incluiu vários autores portugueses, como Helena Alves, Sara Balonas, Sara Fernandes e os referidos Susana Marques e Paulo Moreira.
Alguns investigadores portugueses têm publicado em revistas internacionais, como Helena Alves (2010), Beatriz Casais e João F. Proença (2012) ou Diogo Veríssimo (2013), ou em revistas nacionais, como Rui Brites Silva (1998), eu próprio (2002, 2006), Oliva Martins, Arminda do Paço e Ricardo Rodrigues (2013), Ana Teresa Tavares e Rita Espanha (2015).
Em 2013, doutorei-me, pela Universidade Nova de Lisboa, com a tese «Marketing social nas políticas públicas». Beatriz Casais doutorou-se, pela Universidade do Porto, em 2014, com a tese «Exploring social marketing policies: The use of positive and negative emotional appeals in health advertising in four European countries». Também várias dissertações de mestrado têm versado esta área, como as de Andreia Toscano (2009), Amélia Parreira Braz (2010), Ângela Lopes (2011), José Adolfo Gonçalves (2011), Paula Oliveira (2014) ou de Susana Dias da Cruz (2015).
Cristina Vaz de Almeida publicou, em 2015, o livro Marketing Social, Responsabilidade Social em Organizações sem Fins Lucrativos: Um Caminho para a Cidadania, e eu publiquei, em 2016, o livro Social Marketing in a Country: The British Experience, sobre a política nacional britânica de marketing social para a saúde. Internacionalmente, também se vai consolidando a já referida obra de Diogo Veríssimo, o qual foi o editor convidado do Conservation Evidence para um número especial sobre Behaviour Change e prepara, também como editor convidado, um número especial do Social Marketing Quarterly sobre Social Marketing for Biodiversity Conservation, a ser publicado em 2018.
Dir-se-ia que Portugal tem cumprido alguma fase cognitiva de divulgação do marketing social, mas ela ainda está muito fechada na academia, com pouca articulação instrumental, sobretudo na importante área da saúde, mas também com a inexistência de programas e de intervenções de ampla dimensão. No que se faz – e que se poderia aproximar do marketing social –, predomina muito (tal como acontece, no Brasil, como nos expõe o artigo de Mazzon e Hamilton) uma dimensão meramente comunicativa, fazendo falta abordagens políticas nacionais de marketing social, a níveis superiores da governação, com objectivos bem definidos e adequada avaliação de resultados e de processos, servidas por ampla e apropriada formação de agentes, aos vários níveis, envolvidos com mudança e melhoria de comportamentos sociais. Oxalá, no essencial, este número da Revista de Gestão dos Países de Língua Portuguesa possa ser um contributo positivo para o correcto incremento do marketing social em todo o espaço da nossa enorme língua comum, bem como para os nossos mais comuns anseios: os do empenho e da participação dos nossos concidadãos na melhoria das suas vidas, quer individual, quer colectivamente.

Carlos Oliveira Santos
Editor convidado
costerra1953@gmail.com



Referências bibliográficas

ALMEIDA, C. V. (2015), Marketing Social, Responsabilidade Social em Organizações Sem Fins Lucrativos: Um Caminho para a Cidadania.Vida Económica, Porto.
ALVES, H. (2010), «The who, where, and when of social marketing». Journal of Nonprofit & Public Sector Marketing, 22 (4), pp. 288-311.
ALVES, H. e FERNANDES, S. (2014), «’From theory to action. Co-creation in the rural world’: The Querença Project». In HASTINGS e DOMEGAN, pp. 311-317.
BALONAS, S. e MARQUES, S. (2014), «Saving lives. Involving citizens in the chain of survival: The critical role of placement». In HASTINGS e DOMEGAN, pp. 318-325.
BRAZ, A. M. P. (2010), «Marketing social: Kairós». Dissertação de mestrado, ISCTE-IUL, Lisboa.                                      
CASAIS, B. (2014), «Exploring social marketing policies: The use of positive and negative emotional appeals in health advertising in four European countries». Tese de doutoramento, Universidade do Porto, Porto. Disponível em https://repositorio-aberto.up.pt/bitstream/10216/78752/2/34786.pdf; consultado em 10 de Maio de 2017.
CASAIS, B. e PROENÇA, J. F. (2012), «Inhibitions and implications associated with celebrity participation in health-related social marketing: An exploratory research focused on HIV prevention in Portugal». Health Marketing Quarterly, 29 (3), pp.206-222.
CRUZ, S. D. (2015), «O marketing social como ferramenta da responsabilidade social». Relatório de estágio na empresa Solvay Portugal para a obtenção de grau de mestre, Lisboa, Universidade Lusófona.
EAGLE, L.; DAHL, S.; HILL, S.; BIRD, S.; SPOTSWOOD, F. and TAPP, A. (2013), Social Marketing. Pearson, Harlon.
FRENCH, J. (2015), «The unfolding history of the social marketing concept». In STEWART, pp. 11-34.
FRENCH, J. (2017), (ed.), Social Marketing and Public Health: Theory and Practice. Oxford University Press, Oxford, 2nd edition.
FRENCH, J, and APFEL, F. (2014), Social Marketing Guide for Public Health Programme Managers and Practitioners. European Centre for Disease Prevention and Control, Stockholm.
GONÇALVES, J. A. (2011), «O marketing social aplicado à criação do conceito de responsabilidade social nas empresas, no âmbito do CLDS de Alcobaça, Nazaré». Dissertação de mestrado, ISCTE-IUL, Lisboa.
HASTINGS, G. and DOMEGAN, C. (2014) (eds.), Social Marketing: From Tunes to Symphonies. London, Routledge, 2.ª edição.
HASTINGS, G., ANGUS, K. and BRYANT, C. (2011) (eds.), The Sage Handbook of Social Marketing. Sage, London.
KOTLER, P. (2003), «An interview with Philip Kotler», conducted by Carol Bryant. Social Marketing Quarterly, 9 (1), pp. 19.21.
KOTLER, P. e ROBERTO, E. (1989), Social Marketing: Strategies for Changing Public Behavior. Free Press, New York.
LOPES, A. M. G. M. (2011), «Marketing social: Estratégia de promoção da inclusão social e da educação intercultural». Dissertação de mestrado, Instituto de Educação, Lisboa.
MARQUES, S. and DOMEGAN, C. (2011). «Relationship marketing and social marketing». In Hastings et al., pp. 44-60.
MARQUES, S. (2014), «Relationship marketing envolves parents in drug prevention, but how easy is it?». In HASTINGS e DOMEGAN, pp. 421-428.
MARTINS, O. M. D., PAÇO, A. M. F. e RODRIGUES, R. G. (2013), «Um estudo exploratório no âmbito do marketing social sobre as barreiras ao comportamento do aleitamento materno». Revista Portuguesa de Marketing, 30, pp. 55-69.
MAZZON, J. A. (1981), «Análise do Programa de Alimentação do Trabalhador sob o conceito de marketing social». Tese de doutoramento, Faculdade de Economia, Administração e Contabilidade, Universidade de São Paulo, São Paulo.
MOREIRA, P. (2014), «Applying social marketing to the HINI2009 pandemic flu and the promotion of vaccines». In HASTINGS and DOMEGAN, pp. 512-515.
MOREIRA, P. K. (2007), Public Health Policy in Action: Framework for a New Rhetoric of Persuasion. Booksurge Publishing, Charleston, SC.
OLIVEIRA, P. (2014), «A responsabilidade social e o marketing social das empresas automóveis no âmbito da prevenção rodoviária». Dissertação de mestrado, IPAM, Porto.
RETO, L., e SÁ, J. (2003), Porque nos Matamos nas Estradas e Como o Evitar. Editorial Notícias, Lisboa.
SANTOS, C. O. (2002). «A eficácia da comunicação pública: Por uma perspectiva integrada da comunicação, do marketing social e das políticas públicas». Revista de Comunicação e Marketing, 3, pp. 51-64.
SANTOS, C. O. (2006). «O marketing social como instrumento das políticas públicas». Revista Portuguesa e Brasileira de Gestão, 3 (Julho), pp. 28-35.
SANTOS, C. O. (2012a) (ed.), Melhorar a Vida: Um Guia de Marketing Social. Fundação CEBI, Alverca do Ribatejo, 2.ª edição. Disponível em www.marketingsocialportugal.net/documentos/GuiadeMarketingSocial-2011.pdf; consultado em 29 de Janeiro de 2017.
SANTOS, C. O. (2012b), «Marketing social nas políticas públicas». Tese de doutoramento, Universidade Nova de Lisboa, Lisboa. Disponível em https://run.unl.pt/bitstream/10362/8607/1/TESE-CarlosOliveira%20Santos-Janeiro2013.pdf; consultado em 20 de Maio de 2017.
SANTOS, C. O. (2016), Social Marketing in a Country: The British Experience. CreateSpace, Charleston, SC.
SILVA, R. B. C. (1998), «Marketing social: Uma estratégia de mudança social». Anais Universitários. Série Ciências Sociais e Humanas, 9, pp. 67-84.
STEWART, D. (2015) (ed.), The Handbook of Persuasion and Social Marketing, Volume 2: Conceptual, Theoretical, and Strategic Dimensions. Praeger, Santa Barbara, CA.
TAVARES, A. T. e ESPANHA, R. (2015). «Marketing social: De curto passado a futuro promissor». Revista Portuguesa e Brasileira de Gestão, 14 (3), pp. 26-36.
TOSCANO, A. M. B. (2009), «A comunicação integrada no marketing social: Plano de comunicação para a AFID». Dissertação de mestrado, ISCTE-IUL, Lisboa.
VERÍSSIMO, D. (2013) (ed.), «Behaviour Change Issue». Conservation Evidence, 10.


Sunday, 16 April 2017

Paper to be presented at WSM Conference 2017

Next May 16, 2 pm, we will be at the World Social Marketing, Conference, in Washington, to present this paper:
A National Policy Process on Social Marketing: The British Case

Acknowledgements

Conducted between 2004 and 2015, this research was partially supported by Calouste Gulbenkian Foundation, Foundation for Science and Technology and CEBI Foundation. I thank Jeff French and all the National Social Marketing Centre staff. And also Fiona Adshead, Julie Alexander, Mehboob Umarji, Bruno Jobert, Pierre Muller, and Vivien A. Schmidt. All of them provided information, expertise and support that greatly assisted this research during all the years that it lasted.


Abstract


Since 2004, the British government has delivered a wider national policy on social marketing that has created a new frame of reference in this field. Using a cognitive approach, this research studies the genesis, evolution, and implementation of that policy process that led to an important development in British public health policy, with the aim of improving social behaviour change and wellbeing. The conclusions advance a generic framework for a national policy on social marketing, as a contribution to the conception and development of similar policy solutions in other situations and countries, according to appropriate transfer and implementation. This paper was done on the basis of the author’s book Social Marketing in a Country, The British Experience (Charleston, SC: CreateSpace, 2016).

Tuesday, 11 April 2017

Um mau artigo


Em Junho de 2015, foi-me pedida a revisão de um artigo submetido à Revista Portuguesa e Brasileira de Gestão. Tratava-se de um artigo com inúmeros erros e importantes omissões. Qual não foi o meu espanto ao ver o artigo publicado, sem correcções, no vol. 14, n.º 3, Setembro de 2015, pp. 26-36, da referida revista, assinado por Ana Teresa Tavares e Rita Espanha, com o título «Marketing social: de curto passado a futuro promissor», integrado num estudo de doutoramento da primeira, orientado pela segunda. Para que conste, aqui fica, publicamente, a minha revisão crítica (segundo a grelha da revista) e a minha profunda lamentação pela maneira irresponsável como se editam coisas destas, em Portugal. Quem desejar ler o artigo em causa, encontra-o disponível em http://www.scielo.mec.pt/pdf/rpbg/v14n3/v14n3a04.pdf .


REVISÃO

PONTOS FORTES

Este artigo não tem, sejamos claros, pontos fortes. Sob a capa de uma acumulação de nomes e referências, não passa de um mero atrevimento de quem não tem qualquer conhecimento sério de ciência e, especificamente, de marketing social, nomeadamente da sua posição em Portugal.

PONTOS FRACOS

O que se espera, em ciência, é a compilação sistemática de todo o conhecimento disponível e o desenvolvimento de processos e conhecimentos que o analisem, reorganizem, disseminem ou, acima de tudo, introduzam mais aperfeiçoados aspectos e perspectivas. Poder-se-ia esperar que este artigo fosse uma review do marketing social, tendente a apresentá-lo em Portugal. Para tal teria de ser, no mínimo, sistemático e rigoroso quanto ao conhecimento produzido nesta área, neste momento. No máximo, teria de introduzir uma nova síntese e avaliação do conjunto desse conhecimento. Não é uma coisa nem outra!

Começa, nomeadamente, pela falta de leitura e estudo de um texto fundador e essencial como o de Wiebe (este autor é assiduamente citado por inúmeros «autores», que querem palrar sobre marketing social, sem nunca o terem sequer lido, o que leva a citações repetidamente erradas; a referência correcta de Wiebe é Wiebe, G. D. (1951- 1952). «Merchandising commodities and citizenship on television». Public Opinion Quarterly, 15 (Winter), pp. 679-691. Os autores deste artigo, como não o leram e muito menos estudaram, chegam a referir-se a ele nestes termos incríveis: «Wiebe em 1952 “Why can´t you sell brotherhood and rational thinking like you sell soap” (Salmon, 1989; Andreasen, 2002; Stead et al, 2007a)»… com esta palhaçada de citar três autores para citar mal e não ter lido o único que deveria ser lido, estudado e referido correctamente: Wiebe.

A partir daqui, tudo não passa de uma «pesca» de referências, claramente desconhecidas das autoras ou não conhecidas com profundidade e ponderação, nos originais e no seu enquadramento devido. Um mero exemplo: na teoria do marketing social, é incontornável, não há ninguém credível que o negue, o desenvolvimento introduzido por Alan Andreasen, especificamente em Andreasen, A. R. (2006). Social Marketing in the 21st Century. Thousand Oaks, CA: Sage (na senda, aliás, de Goldberg, M. E. (1995). «Social marketing: are we fiddling while Rome burns?». Journal of Consumer Psycologhy, 4 (4), pp. 347-370). Trata-se da consideração de um papel alargado (wider role) do marketing social, agregando dois níveis: uma abordagem directa (downstream approach), visando os indivíduos envolvidos em comportamentos a melhorar; e uma abordagem envolvente (upstream approach), dirigida a factores estruturais e sociais, dependente dos respectivos decisores. Foi este desenvolvimento conceptual que reforçou a necessidade, no âmbito nomeadamente das políticas públicas, de enquadramentos contextuais e nacionais das acções de marketing social, tendo em vista a consistência e eficácia das suas intervenções pontuais. Pois bem, nesta pretensão de paper não há absolutamente nenhuma referência a esta referência fundamental.

Por outro lado, Portugal não se encontra, de modo nenhum, numa fase de «apresentação» do marketing social, que este proposto paper quer fazer supor. Aquela disciplina já é leccionada aqui, pelo menos, desde 1992; tem autores formados em prestigiadas escolas estrangeiras (University of South Florida, University of Stirling, University of Manchester, entre outras); tem fundadores de organizações internacionais (European Social Marketing Association), tem personalidades que já exerceram importantes funções internacionais (Paulo K. Moreira, director adjunto da unidade de Health Communication do European Centre for Disease Prevention and Control, ECDC); tem diversas teses sérias apresentadas em universidades portuguesas; tem publicações que merecem atenção e respeito – que o autor desconhece ou não refere; tem pessoas que participam assiduamente em importantes conferências internacionais, uma delas, aliás, realizou-se em Lisboa, a 1st European Social Marketing Conference, em 2012, com a presença de destacadas referências internacionais, como Jeff French – que veio, aliás, ao ISCTE-IUL, em 2011, para um curso e conferência – ou Gerard Hastings. Assim sendo, querer surgir, no nosso país, como «apresentadoras» do marketing social, agora, como as autoras o fazem, é, no mínimo, ridículo.

Em suma, este artigo é uma maneira de querer aparecer na ciência, que deve ser repudiada pelos cientistas e substituída, a admitir que isso é possível, pelo estudo profundo, sistemático, demorado, participado, com humildade e grande sentido autocrítico, sem exibicionismos e pressas. Pessoas como as autoras desta pretensão de paper científico devem ser bem orientadas naqueles sentidos e uma instituição universitária como o ISCTE-IUL e a sua Revista Portuguesa e Brasileira de Gestão não devem acolher nem permitir coisas como esta.

O estilo mediático de pensamento que domina a actualidade, feito de simplismo, ignorância intencional, exibicionismo, imediatismo, palavreado e irresponsabilidade, onde títulos de doutor e professor já pululam impunemente, deve ser totalmente rejeitado pela ciência e pelas publicações científicas.



SUGESTÕES PARA MELHORIA

Tal como está, esta pretensão de paper científico não tem, na verdade, hipótese de melhoria, já que exige a completa reformulação dos seus fundamentos, processos e objectivos.



QUANTO AO TÍTULO

A afirmação do título não tem fundamento (o marketing social foi enunciado formalmente em 1971, tem ampla implantação pelo mundo, revistas científicas próprias, enormes congressos e conferências, tem várias associações nacionais e internacionais, tem importante aplicação em intervenções e instituições sociais). Considerar isto, no âmbito do marketing – que, já de si, tem, apenas, pouco mais de cem anos –, «uma área de curto passado», não é correcto. O marketing social, tal como outras áreas do marketing, que foram nascendo na segunda metade do séc. XX, tem já uma existência sólida e um considerável capital crítico, dispensando quem o venha, com ar de «descobridor da pólvora», dar como «de curto passado», sobretudo quando se trata de alguém que nunca o acompanhou com profundidade.

Por outro lado, quanto ao «futuro promissor», para sustentar essa declaração o autor teria de aplicar correctamente métodos de prospectiva ou conexos (trendwatching, foresight, future studies, delphi, etc), para demonstrar essa afirmação. De outro modo, é melhor ficarmo-nos pela astrologia da Maia.



QUANTO AO RESUMO (demonstrar as principais partes do artigo – objectivo, problema, aspectos teóricos, metodologia e resultados –, objectividade, consistência e clareza)

Nada disso ele possui. Apenas uma definição «confusionista» de marketing social, uma afirmação de review, que já se viu o que é (não é!), e uma conclusão, que já se viu com que fundamento: nenhum.



QUANTO AO CONTEÚDO (argumento, desenvolvimento, metodologia, conclusão, etc.)

Para além do que já foi dito, é gritante a ausência de uma abordagem explícita da metodologia usada. Uma review é um importante processo de estudo e implica que um autor deixe claros os seus critérios e como os processou.

Para saber abordar uma review, recomendo uma abordagem básica (mas inteligente) da Trent University, que também recomendo, aliás, aos meus alunos de graus bem mais baixos do que o doutoramento (disponível em https://www.trentu.ca/academicskills/documents/ASC_Writing_Academic_Reviews_Final.pdf).



QUANTO À FORMA (estrutura, linguagem, legibilidade, etc.)

Uma sucessão de referências, más cópias e afirmações dadas como evidências, mas sem qualquer consciência séria do que se está a dizer. Um exemplo: cita-se Dann, 2010 (já agora conviria saber em que página, o que efectivamente ele diz e como o sustenta), para dizer que houve «quarenta e cinco definições académicas revistas por pares em quarenta anos de atividade da disciplina», pretendendo-se fazer erudição sobre o assunto. Esperar-se-ia, contudo, que um paper escrito em 2015 apreciasse as reflexões de definição feitas até hoje. Mas sobre isso nada, nomeadamente os importantes contributos dados por Nancy Lee et al. [ver Lee, N. R., Rothschild, M. L. & Smith, W. (2011). «A declaration of social marketing’s unique principles and distinctions». Leaflet published by the authors] ou em Gerard Hastings et al. [ver Hastings, G., Angus, K. & Bryant, C. (eds) (2011). The Sage Handbook of Social Marketing. London: Sage Publications], até muitos outros autores importantes, desde 2010, incluindo os recentes e importantes volumes editados por David W. Stewart [ver Stewart, D. W. (ed) (2014). Persuasion and Social Marketing. Santa Barbara, CA: Praeger], bem como o importante ECDC Technical Document [ver European Centre for Disease Prevention and Control (2014). Social marketing guide for public health managers and practitioners. Stockholm: ECDC – é incrível alguém que está a estudar «O envolvimento dos portugueses com temas de saúde pública: um contributo para as estratégias de marketing social e comunicação de assuntos públicos» (nome da tese em causa) e não conhecer este documento!!! Mas que doutoramentos são estes???] ou a mais recente abordagem de Jeff French e Ross Gordon [French, J. & Gordon, R. (2015). Strategic Social Marketing. London: Sage Publications]


COMENTÁRIOS ADICIONAIS PARA AS AUTORAS

Coisas de base. Estudar com muita seriedade. Ser sistemático, ser crítico, sobretudo de si próprio. Ser exigente. Aconselhar-se com cientistas sérios e provados. Frequentar fóruns com pessoas relevantes para esta área, que pretendem estudar. Quando entenderem que podem dar um contributo, devem focar-se num campo e numa óptica específica, onde possam experimentar, aprofundar e analisar cuidadosamente, por forma a produzirem um contributo efectivo, original e progressivo.

Se, por acaso, as autoras, para mal dos nossos pecados, já leccionam, então recomendo-lhes repensarem profundamente a sua atitude na vida e reflectirem bem no «crime» que é passar barbaridades, como as que têm nesta sua pretensão de paper, para pobres alunos. Se, também por acaso, as autoras foram orientadas por alguém para escrever esta pretensão de paper, então os mesmos conselhos se devem destinar a tal pessoa ou pessoas.

Diz-se, aliás, no texto, que se trata de algo feito «num curso de doutoramento». Nestes casos, sobretudo, é recomendável que se ponham os alunos a estudar a sério, com profundidade, com rigor, com tempo e que, quando se abalançarem a escrever algo, que o façam em âmbitos bem definidos, em proporções sensatas, em processos de acumulação razoável de conhecimento. Querer passar logo a um autor científico, publicado numa revista acreditada, sem estudar nem saber citar um autor fundador da área estudada, é uma clara insensatez, que descamba em óbvia desonestidade intelectual.


RECOMENDAÇÃO FINAL
Não publicar o artigo.