Develop and define market segments within target groups to inform social marketing strategies

URN: INSSMA04
Business Sectors (Suites): Social Marketing
Developed by: Skills CFA
Approved on: 2020

Overview

This standard is about developing and defining market segments within the target groups that have recognisable characteristics to allow them to be accessed by, and potentially responsive to, the social marketing programmes and interventions. This activity is often carried out to inform the development of a social marketing strategy. However, it is important that the definition of segments is kept continuously under review and refined in response to the results of social marketing activities.

This standard is for professionals in managerial roles who develop and define segments within target groups in order to inform social marketing strategies.


Performance criteria

You must be able to:

  1. create an integrated social marketing mix strategy with consideration of all appropriate evidence-based tools and theory needed to influence a desired behaviour
  2. establish and agree with key stakeholders the issues and behavioural challenges to be addressed in the context of social marketing programme
  3. identify the behaviours of target groups, including their underpinning beliefs, values and attitudes to be influenced
  4. identify and segment populations and select appropriate, high priority segments
  5. define the segments and propose these as the basis for testing social marketing activities
  6. compare the segments with what other colleagues produced in similar areas of work
  7. identify segments within the target groups with similar characteristics to allow them to be accessed by, and potentially responsive to, the social marketing activities
  8. identify the characteristics of each segment in terms of their salience and the factors which may influence their beliefs, values, attitudes and behaviours
  9. collate the current interpretations of data and research findings to identify the characteristics which are common to, or distinguish between, members of the target groups
  10. assess target groups' characteristics by the relevant methods to inform social marketing strategies
  11. engage with the target groups and other key stakeholders to test the defined segments
  12. review and update the definition of the segments in accordance with the results of social marketing programmes and interventions
  13. identify and resolve any ethical issues arising from the segmentation to avoid omission of particular groups
  14. apply ethical principles to the conduct of research, developing, implementing and evaluating a social marketing plan
  15.  ensure compliance with the legal, organisational, code of practice requirements and policies relevant to your role, your organisation and the activities being carried out

Knowledge and Understanding

You need to know and understand:

  1. the behaviours of specific target groups, including their interests, needs, preferences, beliefs, values and attitudes
  2. how to engage with target groups and stakeholders, including vulnerable and hard-to-reach groups to test the defined segments
  3. the social marketing compatible marketing mix models
  4. the importance of market segmentation in relation to social marketing programmes and interventions
  5. the range of factors which might influence the behaviours, and the underpinning beliefs, values and attitudes, of the target groups
  6. the mix of activities that may be required to have a beneficial influence on the target groups' beliefs, values, attitudes and behaviours
  7. the principles, methods, tools and techniques for developing and defining the segments within target groups
  8. the defined segments for testing the social marketing activities
  9. the issues and behavioural challenges of specific target groups to be addressed in the context of social marketing programme
  10. the relevant psychological, anthropological and sociological theories
  11. the current and emerging trends and developments in the sector internationally, nationally and locally
  12. the relevant stakeholders, target groups, their diverse interests, needs, abilities and preferences
  13. why it is important to review the definitions of segments
  14. the ethical principles of conducting research, developing, implementing and evaluating a social marketing plan
  15. the legal, organisational, code of practice requirements and policies relevant to your role, your organisation and the activities being carried out

Scope/range


Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary

As used in the standards, "social marketing programme" encompasses longer-term (3 years) programmes, medium-term (1-3 years) campaigns and short-term (<1 year) targeted initiatives.

Stakeholders

These include all those involved in, or affected by, the social marketing strategy and the issues it is seeking to address

Characteristics

There may be many dimensions to these characteristics, including socio-demographic (age, gender, marital/family status, sexual orientation, ethnicity, education, income, social class, working status, geographic location, physical/health status, mobility); behavioural (activities and interests, media usage, behaviour usage,); psychographic (needs, motivations, benefits sought, attitudes, beliefs, influences); dynamic (past and current behaviour in respect of particular social marketing goals, propensity/readiness to change, barriers to change).


Links To Other NOS


External Links

Academic Competencies in Social Marketing developed and approved by International Social Marketing Association (iSMA), European Social Marketing Association (ESMA), Australian Association of Social Marketing (AASM). https://socialmarketing.blogs.com/rcraiiglefebvres_social/2014/09/academic-competencies-for-social-marketing.html

Social Marketing Statement of Ethics: https://www.instructus-skills.org/documents/SM%20statement%20of%20ethics%20FINAL%2006032020.pdf

Global Consensus of Social Marketing Principles, Concepts and Techniques by ESMA, AAS, SMANA, iSMA: https://europeansocialmarketing.org/wp-content/uploads/2017/08/ESMA-endorsed-Consensus-Principles-and-concepts-paper.pdf 


Version Number

1

Indicative Review Date

2025

Validity

Current

Status

Original

Originating Organisation

Instructus

Original URN

CFASMA1.5V4.0

Relevant Occupations

Education and Training, Government and Related Organisations, Health and Social Care, Public Service and other Associate Professionals, Sociology and Social Policy, Teaching Professionals, Social Policy Organisations

SOC Code

3554

Keywords

social marketing research, CSR, data collection, behaviour, research, social marketing strategy, target groups, target marketing