Dive into the world of brand lift analysis and discover its potential in optimizing your marketing campaigns. In this comprehensive guide, we'll discuss the benefits of brand lift studies, the key factors that influence brand lift, the metrics to measure, and best practices for maximizing brand lift. Additionally, we'll share a real-world case study of a successful brand lift experiment. By the end of this 10-part guide, you'll have a thorough understanding of brand lift analysis and be equipped with the knowledge to enhance your marketing efforts and grow your brand.

Brand Lift in Summary

Brand lift is a key metric that measures the effectiveness of marketing campaigns by analyzing changes in consumer awareness, consideration, and preference for a brand. Conducting brand lift studies helps marketers optimize their marketing strategies and budget allocation, driving long-term brand growth. To maximize brand lift, businesses should focus on continuous testing and iteration, aligning marketing objectives with overall business goals, utilizing a diverse mix of marketing channels and tactics, tailoring messaging to the target audience, and ensuring strong brand consistency. By incorporating brand lift studies into your marketing strategy, you can unlock the full potential of your marketing efforts and achieve greater success in a competitive landscape.

An unlocked padlock represents the need to unlock your full marketing effort potential
Photo by Nickolas Nikolic on Unsplash

Table of Contents:

  1. An Introduction to Brand Lift
  2. What is a Brand Lift Study?
  3. The Benefits of Brand Lift Studies
  4. The Key Factors that Influence Brand Lift
  5. Brand Lift Metrics to Measure
  6. Designing and Conducting a Brand Lift Study
  7. Leveraging Technology and Platforms for Brand Lift Studies
  8. Best Practices for Maximizing Brand Lift
  9. Case Study: A Real-World Example of a Successful Brand Lift Experiment
  10. Brand Lift in Conclusion

Before we jump in, check out our Chat-GPT powered business case generator to see how a brand lift program could impact your company’s growth trajectory. It’s actually pretty amazing… seriously.

1. Introduction

In an increasingly competitive and rapidly evolving business landscape, marketers are continually searching for ways to maximize the impact of their marketing efforts. One powerful tool that can help marketers achieve this goal is brand lift analysis, yet only 3% of marketers report measuring the impact it has. By measuring the effectiveness of marketing campaigns on key brand metrics, brand lift analysis provides valuable insights that can be used to optimize marketing strategies, allocate budgets more effectively, and ultimately drive better results for businesses. That's just one reason MarketingWeek has listed brand lift as one of the top performance marketing strategies in 2023.

In this comprehensive guide, we'll dive into the world of brand lift analysis and explore its potential in optimizing your marketing campaigns. We'll discuss the benefits of brand lift studies, the key factors that influence brand lift, the metrics to measure, and best practices for maximizing brand lift. Additionally, we'll share a real-world case study of a successful brand lift analysis implementation. By the end of this guide, you'll have a thorough understanding of brand lift analysis and be equipped with the knowledge to enhance your marketing efforts and grow your brand.

2. What is a Brand Lift Study?

A brand lift study is a research method used by marketers to measure the impact of a specific marketing campaign on brand perception and consumer behavior. By comparing key brand metrics before and after the campaign, brand lift studies help marketers understand how effectively their marketing efforts have resonated with their target audience and influenced their perceptions of the brand.

The primary purpose of conducting a brand lift study is to identify the extent to which a marketing campaign has influenced consumers' awareness, consideration, preference, and other relevant metrics. These insights can be used to optimize future marketing efforts, make more informed decisions about marketing spend, and ultimately drive better business results.

A chess board shows the importance of strategy required to drive better results
Photo by Sereina on Unsplash

While brand lift studies share some similarities with other brand measurement methods, such as brand tracking and brand equity research, they differ in their focus on the specific impact of a marketing campaign. Brand tracking typically involves ongoing measurement of brand performance over time, while brand equity research examines the overall value of a brand to consumers. In contrast, brand lift studies are designed to measure the short-term effects of a specific marketing campaign on key brand metrics.

3. The Benefits of Brand Lift Studies

Brand lift studies offer several benefits that can help marketers make more informed decisions and improve their overall marketing strategy. One of the primary benefits is the ability to identify the effectiveness of marketing campaigns. By measuring changes in key brand metrics after a campaign, marketers can assess whether their efforts have had the desired impact and adjust their approach if necessary.

Another significant benefit of brand lift studies is optimizing marketing budget allocation. By understanding which marketing campaigns and channels are driving the most significant improvements in brand perception, marketers can make more informed decisions about where to allocate their marketing spend. This can help ensure that marketing budgets are used as efficiently as possible to drive the best possible results for the business.

A piggy bank represents the understanding of how to allocate your marketing spend
Photo by Andre Taissin on Unsplash

Brand lift studies can also inform future marketing strategies by providing insights into the types of messaging, creative, and targeting that resonate most with the target audience. By analyzing the results of a brand lift study, marketers can identify the elements of their marketing campaigns that are most effective in driving positive changes in brand perception, and apply these learnings to future campaigns.

Finally, brand lift studies can help marketers better understand their audience's engagement and preferences. By examining the specific factors that drive brand lift, marketers can gain insights into what types of messaging, creative, and targeting resonate most with their target audience. This can help inform future marketing efforts and ensure that campaigns are designed to engage and connect with consumers in the most effective way possible.

4. The Key Factors that Influence Brand Lift

Several key factors can influence the success of a brand lift study and the overall impact of a marketing campaign on brand perception:

  • Creative quality and message. One of these factors is the quality of the creative and the message being conveyed. High-quality, engaging creative that effectively communicates the brand's value proposition can significantly impact the success of a marketing campaign and the resulting brand lift.
  • Channel selection and targeting. Channel selection and targeting are also critical factors that can influence brand lift. Choosing the right channels to reach the target audience and employing effective targeting strategies can help ensure that the marketing message reaches the intended audience and resonates with them.
  • Media planning and execution. Media planning and execution play a crucial role in the success of a marketing campaign and its impact on brand lift. Well-planned and executed campaigns can help ensure that marketing messages are delivered to the right audience at the right time, maximizing their impact and driving positive changes in brand perception.
A compass shown as a tool utilized for planning and execution
Photo by Aaron Burden on Unsplash
  • Campaign duration and frequency. Campaign duration and frequency can also impact brand lift. Longer campaigns or those with higher frequency may result in higher brand lift, but it is essential to balance this with the potential for ad fatigue or diminishing returns.
  • Market conditions and competition. Finally, market conditions and competition can influence brand lift. Factors such as competitor marketing activity, market trends, and consumer preferences can all impact the effectiveness of a marketing campaign and its ability to drive brand lift.

Consider each of these factors in your marketing campaign when conducting a brand lift study to increase the chances of the campaign to produce a significant lift. Speaking of lift, let’s now shift to the actual metrics we’re hoping to see increase.

5. Brand Lift Metrics to Measure

To assess the effectiveness of a brand lift study and gain valuable insights, it's essential to measure specific brand lift metrics. These metrics can provide a clearer understanding of how a marketing campaign has impacted brand perception and help inform future marketing strategies. Some of the most critical brand lift metrics to measure include:

  • Ad recall: Ad recall (or unaided awareness) measures the extent to which consumers remember an advertisement after being exposed to it. High ad recall suggests that the advertisement was memorable and engaging, which can lead to positive brand associations and increased brand lift.
  • Brand awareness: Brand awareness (or recognition) measures the extent to which consumers are familiar with a brand and can recognize its products or services. A successful marketing campaign should increase brand awareness, making it a critical metric to track when conducting a brand lift study.
  • Brand consideration: Brand consideration refers to the likelihood that a consumer will consider a particular brand when making a purchase decision. An effective marketing campaign should increase brand consideration, signaling that the campaign has successfully communicated the brand's value proposition and resonated with the target audience.
  • Purchase intent: Purchase intent measures the likelihood that a consumer will make a purchase from a particular brand in the future. Tracking purchase intent can provide insights into whether a marketing campaign has successfully influenced consumers' purchasing decisions and driven them closer to making a purchase.
  • Brand favorability: Brand favorability, or sentiment, measures the extent to which consumers have a positive perception of a brand. A successful marketing campaign should improve brand favorability, indicating that the campaign has resonated with the target audience and created positive associations with the brand.
A graph illustrating the effectiveness of understanding market impact
Photo by Isaac Smith on Unsplash

6. Designing and Conducting a Brand Lift Study

Designing and conducting a brand lift study can be a complex process, but careful planning and execution can yield valuable insights that inform future marketing strategies. Here are some key steps to consider when designing and conducting a brand lift study:

  1. Establish objectives and KPIs: Before beginning a brand lift study, it's essential to clearly define the objectives of the study and establish the key performance indicators (KPIs) that will be used to measure success. This will provide a clear framework for the study and help ensure that the results are actionable and relevant.
  2. Select the target audience: Identifying the target audience for the brand lift study is critical, as it will inform the research methodology and survey design. Ensure that the target audience is representative of the consumers you aim to reach with your marketing campaign, as this will provide the most accurate and relevant insights.
  3. Choose a research methodology: Selecting the appropriate research methodology for your brand lift study is crucial, as it will impact the accuracy and reliability of your results. Common research methodologies for brand lift studies include online surveys, in-person interviews, and social media listening, among others. Consider the strengths and weaknesses of each method and choose the one that best aligns with your study objectives and target audience.
  4. Develop the survey or measurement instrument: Once the research methodology has been selected, the next step is to develop the survey or measurement instrument used to collect data. Ensure that the questions or metrics included in the instrument align with your study objectives and KPIs, and are designed to elicit accurate and insightful responses from your target audience. See the next section for a primer on technology.
  5. Analyze and interpret the results: After collecting data from your brand lift study, the final step is to analyze and interpret the results. This may involve comparing pre- and post-campaign metrics, identifying trends and patterns in the data, and assessing the impact of your marketing campaign on key brand lift metrics. Be sure to consider any potential biases or limitations in the data and, if necessary, conduct additional brand research to validate your findings.
Headphones are shown to emphasize the need to listen to your target audience
Photo by Lee Campbell on Unsplash

By following these steps, you’ll end up with more accurate reliable results upon which to base your marketing and branding decisions.

7. Leveraging Technology and Platforms for Brand Lift Studies

The brand lift tools and services category is incredibly fragmented with no single brand or approach standing out as the best solution.

Generally, solutions end up falling into four categories: Ad platforms, brand lift platforms, proprietary brand lift products and survey/cx platforms.

Ad Platforms

As previously mentioned, many brands begin brand lift testing with the products available to them in one of several ad platforms. These tools are helpful because they show the incremental impact that advertising efforts have on brand growth within that platform.

These platforms all work fundamentally the same by employing control/expose groups within existing ad campaigns to demonstrate the impact of brand advertising on the expose group.

In order to detect lift with statistical significance, each platform has campaign budget minimums in place in order to guarantee the impressions needed for the test to reach confidence.

Current brand lift offerings available from the major ad platforms include:

Brand Lift Platforms

Specialty brand lift platforms exist to demonstrate incremental brand performance gains outside of the walled gardens of Google, Facebook, Amazon, etc.

And while the ad platform brand lift solutions generally all work the same way, there is generally much more variety in the methodology and approaches that specialty brand lift platforms use.

An array of candies to show that there are many varieties of approaches to methodologies
Photo by JACQUELINE BRANDWAYN on Unsplash

Brand lift providers of note include:

  • Upwave: Brand lift testing across different types of media including digital, linear, addressable and CTV without use of cookies, emails, MAIDs or PII
  • Swayable: Panel-based creative pre-testing for brand lift and other creative testing purposes independent of ad platform
  • Brand Metrics: Retargeting-based, panel-less brand lift solution for publishers that builds and targets respondents within the actual digital environment
  • Audience Project: Cross-device brand lift solution that works without or without cookies by choosing the best suited identifying methodology among identifiers and other factors
  • Latana: Longitudinal brand analytics SaaS that measures brand lift over time and across all efforts within a brand’s entire target audience

Proprietary Brand Lift Products

Beyond the specialty brand lift platforms, there’s another tier of proprietary brand lift products that are offered by major measurement and consulting firms in the advertising industry.

Some of these companies have been around since the golden days of TV and have either acquired or built their own proprietary brand lift solutions over time that complement their suite of broader advertising, measurement and research solutions.

The most noteworthy providers in this space include Nielsen, Kantar, Ipsos, Lucid, Momentive, Core Brand, Morning Consult, Savanta and YouGov.

Survey/CX Platforms

Last but not least, some survey and customer experience (CX) solutions offer brand lift as one of many use cases for their platforms.

These SaaS products are typically used for a wider range of qualitative and quantitative research projects but can be tailored to create brand lift studies with the right planning and execution.

While the other categories of solutions described here tend to specialize in control/expose brand lift methodologies, survey/CX platforms tools are more commonly used to measure brand lift over time.

A survey is displayed to gain insight to consumer emotions
Photo by Celpax on Unsplash

Survey/CX Platforms can also be a good fit for brand lift programs in highly niche markets where panels or advertising audiences may be harder to develop or reach with statistical confidence.

They are also often the smartest choice when brands wish to include brand lift as one of several objectives in a larger consumer insights study or brand tracking project or program.

Survey providers that commonly support brand lift projects, among other things, include:

  • Pollfish: Panel-based surveys with access to 250+ million respondents in 160+ countries sourced through mobile apps and refined through AI
  • Qualtrics: The industry leader in Experience Management (XM) and use by many  leading brands; Studies can be administered to respondents in any industry via panels, email, ads, social media and more
  • Attest: Internet panel-based studies with access to 110 million people in 49 countries that boasts impressive AI and extra human checks to verify data quality
  • Suzy: End-to-end qualitative research solution that supports surveys, video interviews and focus groups to help create a more complete view of the customer journey
  • SurveyMonkey Audience: A decent email or panel-based option for small-to-medium businesses looking to occasionally run DIY brand lift and consumer insights projects inhouse

Here a are a few more considerations when it comes to technology:

Ease of use: Choose a tool or platform that is user-friendly and easy to navigate, as this will help streamline the research process and ensure accurate data collection.

Customizability: Opt for a tool or platform that allows for customization of surveys, questionnaires, or measurement instruments, as this will enable you to tailor your research to your specific study objectives and target audience.

Scalability: Ensure that the tool or platform you select can accommodate the size of your study, whether you're conducting research on a small scale or across a large, diverse audience.

Cost: Consider the cost of the tool or platform relative to your budget and the potential return on investment (ROI) it offers in terms of the insights gained from your brand lift study.

8. Best Practices for Maximizing Brand Lift

To maximize brand lift and achieve the best results from your marketing efforts, consider the following best practices:

  • Continuous testing and iteration: Regularly test different marketing strategies, creative executions, and channels to identify what works best for your brand. Use the insights gained from brand lift studies to refine your approach and continuously optimize your marketing efforts.
  • Aligning marketing objectives with overall business goals: Ensure that your marketing objectives are aligned with your organization's broader goals. This will help maintain focus and prioritize resources effectively to drive the most significant impact on brand lift and overall business performance.
  • Utilizing a mix of marketing channels and tactics: Leverage a diverse mix of marketing channels and tactics to reach your target audience and maximize brand lift. This may include digital advertising, social media marketing, content marketing, and traditional media channels, among others.
A mixing bowl to indicate using a mix of marketing channels and tactics is beneficial
Photo by Rob Wicks on Unsplash
  • Tailoring messaging to the target audience: Develop marketing messages that resonate with your target audience and address their unique needs, preferences, and motivations. This will help create a stronger connection with your audience and drive higher brand lift.
  • Ensuring strong brand consistency: Maintain a consistent brand identity across all marketing channels and touchpoints. This includes maintaining a consistent visual identity, tone of voice, and messaging, which will help reinforce brand recognition and drive higher brand lift.

9. Case Study: A Real-World Example of a Successful Brand Lift Study

By examining real-world examples of successful brand lift studies, you can gain valuable insights into best practices and strategies for implementing your own study. In this case study, we'll explore how a leading company landed on the top performing ad creative by conducting a brand lift study, the key insights gained, and the lessons learned that can be applied to other businesses.

Introduction to the company and its marketing challenges: The company is a well-established brand in the telecommunications sector. Despite having a strong product offering, the company was facing challenges in differentiating itself from competitors and effectively communicating its value proposition to the target consumer of military families. As a result, it decided to launch a new marketing campaign and conduct a brand lift study to measure its impact.

Implementation of the brand lift study: To conduct the brand lift study, the company partnered with Brandata. The study included a survey with a randomized survey branch that included a control group and two experiment groups, each of which saw different creatives for the new campaign (i.e., one creative featured a “percent off” discount message while the other featured a “dollar off” message). The task was to measure key brand lift metrics, such as ad recall, brand awareness, and purchase intent.

Results and insights gained from the study: The brand lift study revealed several key insights, including a 20% increase in brand preference for the percent off variant and a 30% lift for the dollar off message. Additionally, the study identified opportunities for optimizing the company's marketing strategy, such as improving message clarity and targeting specific audience segments more effectively.

Lessons learned and recommendations for other businesses: This case study highlights the importance of conducting brand lift studies to measure the performance differences between ad copy variants and gain actionable insights for future strategy optimization. By closely monitoring key brand lift metrics and applying the lessons learned, businesses can unlock the full potential of their marketing efforts and drive long-term growth.

A person on top of a mountain indicating their efforts have been successful
Photo by David Gavi on Unsplash

10. Brand Lift in Conclusion

In conclusion, brand lift studies play a crucial role in measuring the impact of marketing campaigns and informing future marketing strategies. By conducting brand lift studies, marketers can gain valuable insights into the effectiveness of their campaigns, optimize their marketing budget allocation, and drive long-term brand growth.

By adopting brand lift studies as part of your marketing strategy, you can unlock the full potential of your marketing efforts and ensure that your brand continues to thrive in an increasingly competitive landscape. Don't miss out on the opportunity to make data-driven decisions and elevate your brand to new heights.

(Editor's note: this article was created and edited by the author using ChatGPT-4).