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Practice papers How to run a global marketing campaign that meets local needs without damaging the brand Received (in revised form): 10th December, 2014 KEVIN FREEDMAN is founder and CEO of Freedman International — an international marketing services agency born out of a desire to see global marketing done right. With a background in economics and consulting, Kevin noticed a gap in the global marketing industry: brilliant creatives on one side building heroic global campaigns; hard-pressed local marketing teams on the other struggling to make the ideas work on the ground. Someone had to raise the bar on global marketing implementation. Kevin believes there is a better way to make global marketing work. His ideas have developed over the past 20 years of helping brands and their global marketing teams implement their campaigns worldwide. His company handles diverse marketing programmes across digital channels as well as traditional ones, working for leading brands such as Shell, EA Games, Delta Airlines and IHG. Kevin Freedman Abstract Successful localisation can bring great rewards to a global campaign, taking a brand further, faster than ever before. But how do companies launching a new product or campaign for a global brand strike the right balance between understanding and responding to the needs of local markets and not damaging the brand globally? How can they achieve global consistency and local relevance in a new campaign or launch? Pitfalls abound, but it is possible. Global marketing campaigns can work despite the company’s structure, balancing the needs of global and local, whatever the organisational model. Prioritising collaboration and implementation is fundamental to success. Keywords global marketing, global marketing implementation, localisation, digital localisation, global marketing organisation, global marketing campaigns, global brand, programmatic advertising INTRODUCTION Kevin Freedman, Freedman International, India House, 45 Curlew Street, London SE1 2ND, UK Tel: +44(0) 20 7463 4830 E-mail: kevin.freedman@ freedmaninternational.com Acting globally, yet thinking locally has become a truism for global marketers. In reality, this Holy Grail is tough to achieve. Buzzwords abound — globalisation, internationalisation, localisation, transcreation — but how does one achieve success in practice, away from marketing theory? We have all heard how leading global brands Coca-Cola and McDonald’s approach global marketing and brand building, but how relevant are these examples for most businesses? Do they really provide a practical template for other brands? Coca-Cola’s heritage, distribution coverage and brand strength are almost without parallel. The company’s budgets and resource levels are so enormous (2013 global ad spend US$3.3bn) that it is no problem for it to create brilliant global campaigns and ways to localise global themes. CocaCola’s ‘Share a Coke’ multi-platform campaign was reportedly seen by approximately 94 per cent of the population 20 times over the summer period.With coverage like this, © HENRY STEWART PUBLICATIONS 2045-8568 JOURNAL OF BRAND STRATEGY VOL. 4, NO. 1, 15–26 SPRING 2015 15 FREEDMAN is it any wonder that Coca-Cola has such a strong global brand? As for McDonald’s, its strength is in adapting menu offerings to suit local consumer tastes. This is surely the most basic and obvious aspect of global marketing, the first of the 4 ‘P’s. If you have the wrong product, no amount of marketing will deliver success, and McDonald’s, being a retail brand, has a physical and service presence that it can control everywhere it sells. This is an advantage that most brands do not have and never will. Neither of these brand titan examples goes far enough to help ‘normal’ brands understand how to crack the global/local marketing challenge, so this paper presents a different approach. A TWO-PART STRUCTURE FOR GLOBAL AND LOCAL SUCCESS It is important to separate the global/local marketing challenge into two parts — the creative challenge and the implementation challenge. Implementation is too often not given the priority it needs. Successful campaigns recognise that making the big idea work is as important as the big idea itself. Just as a conductor controls the orchestra to bring an artist’s music to life, great implementation is the underplayed global marketing skill that will make a brand sing all over the world. So uncouple the creative challenge from the production challenge and think implementation from the start: ● ● 16 The creative challenge — creating a global campaign concept that meets the global brand aims and is adaptable for local market needs. The implementation challenge — planning and managing the project from inception, through the key localisation stages all the way to launch. SOLVING THE GLOBAL/LOCAL CREATIVE CHALLENGE The creative concept is arguably the most crucial and powerful force in any campaign. What may resonate compellingly in one market, however, may have little to no impact in a number of others. Major brands want to implement a single message globally, and empower it to perform locally with a single high-impact creative concept. The benefits are obvious — a solid brand image no matter where you are, and a strong unified message that is recognisable by an international movement of consumers. Although information moves faster than ever, local culture, language, history, values, climate and other aspects still differentiate one market from another and, as a consequence, affect the effectiveness of the message. How then does one achieve this goal, creatively, in a way that leverages the undeniable benefits of a global approach? How can the creative concept be adapted and localised to different markets, without the need to employ multiple creative offices locally? In addition, is it possible to simultaneously ensure production of a manageable set of assets, and achieve optimal impact for a campaign? Getting the local teams involved and onside Relying on central assumptions can be a recipe for disaster. Working closely with local markets is the only way to get the most out of global campaigns. Brand directors may well think they have developed the very best creative as far as the global team is concerned, but the real test of whether or not it will fly is when the time comes for the idea to be implemented in the local markets. Many global brand owners describe keeping all the markets in the picture as © HENRY STEWART PUBLICATIONS 2045-8568 JOURNAL OF BRAND STRATEGY VOL. 4, NO. 1, 15–26 SPRING 2015 HOW TO RUN A GLOBAL MARKETING CAMPAIGN THAT MEETS LOCAL NEEDS a headache, involving nightmares of endless, emotive conference calls or e-mail threads. However hard it may be, inviting local brand managers into the conversation around the creative concept is nevertheless essential to the success of a global campaign. Asking all stakeholders for input can be difficult, so it is often more time-effective to choose key markets for the product, those that represent the bestsellers and target markets, and that can provide a wellrounded cultural testing ground. If a local team is not easily accessible, then research is vital to make sure that the creative idea can be successfully adapted. Regular status updates will avoid unexpected feedback, when it is too late in the campaign or too expensive to make changes. These will also ensure greater buy-in from the markets, who will have more time to plan their local campaign and media buys. At the end of each campaign, encourage all involved to review, validate and share feedback so everyone learns for the next one. Global marketing success is as much a mindset as it is a model, and brands can make it work regardless of their organisational structure. Ultimately, collaboration is the name of the game when getting local markets involved. Where creative slips up Many obstacles await brand directors who fail to take local market needs fully into account, for example: ● ● Images: Landscape, typical background and, of course, images of people will vary from market to market. Humour: This is so easy to get wrong. Something that is hilarious in Europe may not go down well at all in Asia. Worse still, it could be offensive. It is not impossible to make a funny tagline ● ● ● ● work in 20+ markets. Do the research and tread carefully. Animals: Be aware of the varying connotations animals carry in different cultures. A picture of children playing with a dog in the back garden is an image of household happiness in Europe and Americas, but would cause offence in the Middle East. Metaphors: Metaphors related to local superstitions or proverbs may not apply to other markets, or resonate less strongly, weakening the campaign. Colours: Colours are very important in some markets; they will have positive and negative associations and values that could support or scupper a campaign’s values. Traditions: Local traditions can work really well, but be cautious when using ‘international’ traditions like Valentine’s Day for all markets, as they do differ. This list could go on, but it is a useful bottom line to be aware of when working on any global creative project. A better way to solve the creative challenge There is a better way to run a campaign that meets local needs while protecting the brand. Know the markets It may sound basic but it is vital to form a deep understanding of different market needs. Past campaigns can provide valuable insight here — for example, are there any obvious product limitations, legal restrictions or cultural nuances to consider from the beginning? Select adaptable imagery Careful thought is needed here as the primary images at the heart of the campaign © HENRY STEWART PUBLICATIONS 2045-8568 JOURNAL OF BRAND STRATEGY VOL. 4, NO. 1, 15–26 SPRING 2015 17 FREEDMAN must work for all markets or be replaceable. Secondary images — like landscape, typical backgrounds and people — can also be replaced for local adaptation purposes. Put effort into taglines that shine wherever they land The tagline sits in prime position for most assets. It is the memorable signature of the brand or campaign. Too often when it comes to translating headlines or taglines, time pressures reduce this vitally important copy to just another piece of translation. Finalising global taglines as early as possible in the campaign will avoid misunderstandings or costly revisions later on. Elaborating on word play, devoting time to writing a transcreation brief and, most importantly, allowing time for feedback, amends and testing will ensure a great outcome. It is worth noting that many markets are happy with English language taglines. By consulting local brand managers and implementation agencies it might become obvious that all that is needed is a change of imagery. While creatives will employ every tool at their disposal to conjure beautiful images or elaborate user experience, implementation teams will bring the technical knowhow and practical approach to any expensive, time-consuming methods in their proposals. Handcrafted fonts may sound like a wonderful idea, but what happens when the campaign is deployed in Greece, Japan or Lebanon? A tightly composed, detailed layout for out-of-home assets looks amazing in the presentation room, but will be difficult to implement in the lengthier copy of Russian or German. Technicalities that the implementers will consider The following are essential considerations for the implementation team: ● ● ● ● ● Think universal If using humour, metaphors or festivities, make sure that they are universal or it may result in considerable time working with local markets on major adaptation. Are the key campaign elements transferable? ● ● ● ● Get the implementation team in the room from the start Global brand managers should make the most of their implementation team at the creative stage. Make sure they are involved during the creative process, to share scamps and mock-ups, wireframes, storyboards, scripts, content management system designs, etc. 18 ● always allow space for 50 per cent additional text; mock up layouts for bilingual assets; consider creative approaches for rightto-left languages; choose appropriate fonts for all target markets; use live text; ensure digital assets suit a variety of internet connection speeds; work with local brand managers to discover trendy digital platforms in their area; design packshots and labels to be easily adaptable; avoid too many voices in television commercials, unless markets can afford it; and give awkwardly shaped images enough breathing space. At the end of the day, creatives are creatives, and should not be slowed down with technical production tasks. Involve an experienced implementation team to ensure creative assets are designed to be adapted and localised from the off. © HENRY STEWART PUBLICATIONS 2045-8568 JOURNAL OF BRAND STRATEGY VOL. 4, NO. 1, 15–26 SPRING 2015 HOW TO RUN A GLOBAL MARKETING CAMPAIGN THAT MEETS LOCAL NEEDS SOLVING THE IMPLEMENTATION CHALLENGE In short, a focus on implementation right from the start is key to global marketing success. This requires a specialist skillset and smart technology and systems. It also needs a certain kind of focus, determination and attitude, and forward-thinking, agile project managers to oversee and drive projects to success. There are four main elements to consider when implementing a global campaign. Smarter process, roles and accountabilities This means ensuring that the right people are on the team, and that everyone knows what they are doing. Every global marketing brand manager should: ● ● ● define an end-to-end campaign implementation process; establish clear roles for global, regional and local; and determine what resources are available and fill any gaps — internal service departments, global and local marketing teams, agencies or other suppliers. Defined budgets This needs to be sorted early so everyone is clear.Where is the money coming from? Global marketing brand managers should: ● ● decide on budget ownership and allocation; and ensure marketing teams are aware of their budgets from the start, to allow them to deliver with confidence and consistency. A global creative brief Good briefing is a crucial stage of any project, as it will ensure that the brand’s marketing assets are created according to the company’s vision and requirements, and for the correct audience. Here are a few tips any brand manager should follow when briefing a creative or localisation agency. ● ● ● ● Make a decision as to whether to create a toolkit of assets for local markets to adapt locally, or whether the intention is to create and implement the campaign centrally. Prepare a worldwide plan and creative brief from which all marketing teams can work, eliminating drastic revisions in market. Understand each market’s requirements from a creative toolkit. Be open to developing toolkits that work for larger, medium and smaller markets. Define a collaboration route between central and local teams during the creative phase. Clear project management and communication To improve project management and communication for the campaign, assign an implementation captain. The role of the implementation captain is to govern the implementation plan, act as a central point of contact and appoint experienced campaign managers who get the whole picture. This does not necessarily have to be an internal figure. Often the implementation captain’s role is assigned to a manager from an external agency with the experience, time and the right tools to handle multiple market requirements. Here is why global marketing campaigns need an implementation captain, and what makes a good one: ● Having a single point of contact maintains consistency and keeps knowledge flowing between translators, validators, © HENRY STEWART PUBLICATIONS 2045-8568 JOURNAL OF BRAND STRATEGY VOL. 4, NO. 1, 15–26 SPRING 2015 19 FREEDMAN ● ● ● ● developers, client stakeholders and the creative agency. A good implementation captain is an expert in digital and traditional print localisation. They know the right questions to ask, questions that creative agencies often bypass, eg character limits, special characters, best format in which to validate, structured quality assurance process and print requirements. They are deadline focused, ensuring adherence to timelines and budgets, and continuously seeking methods to improve process and technology. They will set up project tracking against every deliverable for every market. Their role is to establish a structured briefing process to ensure that all parties understand the goals, which includes a formalised sign-off process and clear escalation steps. The rise and complexity of digital media has meant that the role of implementation captain is more important than ever. Whoever takes on this role must have a wide understanding of the current digital space, to advise on local market requirements and translation options. SUCCESSFUL LOCALISATION TAKES MORE THAN TRANSLATION: TWO CASE STUDIES Effective digital localisation goes far beyond translation. The following two case studies give practical examples of how solid cultural understanding is essential to the success of any localisation campaign. Case study 1: How newly global brand Glassdoor retained brand consistency at local level Glassdoor was founded in 2007 in Silicon Valley to offer the world’s most transparent 20 career community. With reviews from real employees, it helps jobseekers to find vacancies and companies to recruit top talent. Think of it as TripAdvisor and Yelp for jobs and careers. With a hugely successful North American business model and strong brand position, Glassdoor ventured into other English-speaking markets a few years ago. Glassdoor launched in France in October 2014, helping the jobs and careers start-up expand its international presence. Glassdoor.fr is the company’s first non-English site. The key localisation challenge in this transition was to adapt the direct approach taken by the American tagline: ‘Get Hired. LoveYour Job’ (Figure 1).As Glassdoor was a relative unknown in France, the localised tagline needed to effectively convey the company’s unique selling point as the world’s most transparent career site, while appealing to French sensibility. The key to achieving this was a combination of strong market research, good cultural knowledge and a catchy play on words. The localised tagline for the French market was ‘Découvrez la boîte. Décrochez le job’ (‘Discover the firm. Get the job’) (Figure 2). At first glance it may seem that this translation does not have the same meaning as the English. This straightforward translation is not always the best option. In this case, a French copywriter was employed to rework the tagline and make it culturally relevant to the French market. The reworked tagline not only suggests that finding a good employer is a hard task in France; it also implies that, once the right firm has been found, the candidate could enjoy their new job. The clever use of ‘boîte’ (informal for ‘firm’), and ‘job’ clearly signals that the site’s target audience is young and ambitious. © HENRY STEWART PUBLICATIONS 2045-8568 JOURNAL OF BRAND STRATEGY VOL. 4, NO. 1, 15–26 SPRING 2015 HOW TO RUN A GLOBAL MARKETING CAMPAIGN THAT MEETS LOCAL NEEDS Figure 1 Glassdoor’s English language website Figure 2 Glassdoor’s French website © HENRY STEWART PUBLICATIONS 2045-8568 JOURNAL OF BRAND STRATEGY VOL. 4, NO. 1, 15–26 SPRING 2015 21 FREEDMAN Figure 3 FIFA 15 (England) Since its launch, Glassdoor has offered French jobseekers over 100,000 job listings and first-hand insights into more than 3,000 employers in France.This early success demonstrates the effectiveness of the implementation and roll-out to the French market. Case study 2: How established brand EA Games successfully localised its FIFA 15 campaign Electronic Arts (EA) offers another example of how to successfully localise a global campaign. EA is a world leader in digital interactive entertainment. The company delivers games, content and online services for internet-connected consoles, personal computers, mobile phones and tablets. EA has more than 300 million registered players in over 200 countries. FIFA is EA’s award-winning video soccer game, launched annually on a global basis. The FIFA 15 launch advertising 22 campaign focused on emotion and intensity. The key tagline was ‘FEEL THE GAME’. To bring the concept to life at a local market level, country-specific players had to be shown on television, on digital platforms and on pack promotions for specific countries (Figures 3–6). This was planned from the outset and allowed EA to create a globally consistent and locally high-impact product launch. This is programmatic advertising at its best. For example, the UK trailer (Figure 7) uses Messi and Hazard: Messi because he is the global talent; Hazard because he is the star player of the English premier league. The trailer for Spain (Figure 8), on the other hand, only uses Messi. And for the Saudi market, the star player used was Yahya Al-Shehri from the national team (Figure 9). Following the campaign launch, FIFA 15 has sold 2.20 million units for the PlayStation 4 and 1.25 million units for the Xbox One, helping PlayStation 4 sales increase by 37 per cent, and fuelling interest in the World Cup in the USA. © HENRY STEWART PUBLICATIONS 2045-8568 JOURNAL OF BRAND STRATEGY VOL. 4, NO. 1, 15–26 SPRING 2015 HOW TO RUN A GLOBAL MARKETING CAMPAIGN THAT MEETS LOCAL NEEDS Figure 4 FIFA 15 (USA) Figure 5 FIFA 15 (Brazil) BUSTING A FEW GLOBAL MARKETING MYTHS Some of the advice in this article and experience in the two case studies goes against ‘conventional’ global marketing wisdom. Much traditional thinking does not go far enough to help marketers solve the complex global/local brand conundrum (see Table 1). As this paper and the two examples show, there is a better way for global marketers. © HENRY STEWART PUBLICATIONS 2045-8568 JOURNAL OF BRAND STRATEGY VOL. 4, NO. 1, 15–26 SPRING 2015 23 FREEDMAN Table 1 24 Global marketing myths Global marketing myths A better way to make global marketing work ‘Global knows better than local.’ ‘We just need to translate the tagline.’ ‘We’ll worry about localisation issues once we’ve finished the creative.’ ‘It is all about the big idea — once that is defined we are on the home straight.’ Collaborate, share insights, and trust the local teams. Localisation takes more than translation. Plan for localisation right from the start. Figure 6 FIFA 15 (Mexico) Figure 7 FIFA 15 trailer (UK) Making the big idea work is as important as the big idea itself. Think implementation from the start. © HENRY STEWART PUBLICATIONS 2045-8568 JOURNAL OF BRAND STRATEGY VOL. 4, NO. 1, 15–26 SPRING 2015 HOW TO RUN A GLOBAL MARKETING CAMPAIGN THAT MEETS LOCAL NEEDS Figure 8 FIFA 15 trailer (Spain) Figure 9 FIFA 15 trailer (Saudi Arabia) CONCLUSIONS Running a global campaign that meets local needs without damaging the brand is achievable, even without the heritage and market reach of brands such as Coca-Cola. Whether the brand is established internationally or not, and regardless of how the company is structured in terms of roles and budgets, the secret to a successful international marketing campaign lies in a combination of good project management, timely planning, effective communication and cultural understanding. Involving local markets from the outset at the planning and creative stage is crucial in order to establish common goals and to set roles and deadlines. This way, all stakeholders will have opportunities to raise concerns, or foresee content issues at a local level. There is nothing worse than releasing an asset to 30+ markets for localisation, only to discover that some of the content cannot be used in half (or more) of these. Having the right people on board from the beginning, and this includes technical people and partners such as a localisation © HENRY STEWART PUBLICATIONS 2045-8568 JOURNAL OF BRAND STRATEGY VOL. 4, NO. 1, 15–26 SPRING 2015 25 FREEDMAN agency, is vital to establish roles and responsibilities, define the budget and write the global creative brief. The implementation captain, whether this is an internal or external role, is key to any global marketing campaign. Their cultural knowledge and excellent communication and management skills ensure the campaign meets local needs without damaging the brand. 26 There is no return on investment until a campaign is launched and successful. Teams with a sole focus on getting the big idea right are truly missing the whole point, which is: a great campaign idea, localised and implemented to rapturous approval from customers and partners in the market. So, think implementation from the start to the end and take the brand further, wider and faster than ever before. © HENRY STEWART PUBLICATIONS 2045-8568 JOURNAL OF BRAND STRATEGY VOL. 4, NO. 1, 15–26 SPRING 2015