17 Steps to Turn Open-Ends into Gold with Qualitative Coding
17 Steps to Turn Open-Ends into Gold with Qualitative Coding 🎨
I LOVE really thorough and nuanced open-ended survey responses. There's nothing like the pure, raw, words of your target market telling you, in their very own words, exactly what is good, bad, right, or wrong about your product.
But if I have, let's say... 2,000 open-ended responses to read through... well, now I'm in a pickle.
Not only would that take forever to read, but then I'll also become subject to various biases as I try to extract insights, things like recency bias, confirmation bias, availability heuristic and so on.
That's where qualitative coding comes in! In survey research, coding refers to the process of analyzing qualitative data—such as open-text responses to questions—and categorizing them into structured, quantitative formats. This is done to make the data easier to interpret, analyze, and act on. Here’s how it typically works:
Respondents may provide detailed text answers to questions like "What do you like most about this product?" Then, these text responses are reviewed and assigned to predefined categories or themes (e.g., "quality," "price," "design"). If themes aren't predefined, they may be created during the coding process based on patterns observed in the responses. Finally, the results of the coding process are quantified without manually sifting through large volumes of text.
While I'm on the topic, I should mention that Pollfish is building out some AI capabilities that help improve this process, nevertheless, best practices for qualitative coding will remain critical. So, let's jump into our 17 expert-level tips.
1. Define Your Codebook with Precision ✍
Your codebook is the Rosetta Stone of your analysis. It needs clarity, consistency, and relevance. Suppose you're working for Celsius Energy Drinks. You've conducted interviews with their audiences: RedBull drinkers and fitness enthusiasts. Create a code for each recurring theme, like "Energy Boost" or "Taste Preference." If 73% of respondents fall into a bucket called "too sweet," it’s time to refine those flavor profiles.
Here's an example of codes for a coffee startup trying to distinguish itself from packaged bean roasts like Peet's and Starbucks.
2. Distinguish Literal from Interpretive Answers ⚖️
At the onset of qualitative coding, it’s vital to separate literal responses (“I prefer more fruity flavors”) from interpretive sentiments (“It tastes like a tropical vacation in a can, but it’s too sweet”). This helps ensure you capture direct references (like brand names) alongside deeper, more emotional undercurrents of feedback. For example, if Nike tested a new sports drink line targeting “Fans of Gatorade, BodyArmor, and Powerade,” open-ends on “favorite sports drink traits” might literally mention “freshness” 47% of the time but interpretive sub-themes such as “reminds me of fun training days” 21%. By splitting these two types of statements, your coding structure gains both concreteness and deeper insight, setting the stage for a thorough analysis.
3. Test on a Pilot Group First 🧪
Rather than diving head-first into coding all open-ends from thousands of respondents, pilot your approach with a smaller sample. For instance, if Nestlé ran a short open-end question on “What’s your ideal coffee experience?” among just 50 coffee enthusiasts, you might find that 60% referred to “bold flavor,” while 40% specifically mentioned “low sugar content,” giving an initial direction on potential codes. This pilot run would highlight potential pitfalls (like repeated mention of “cheap pricing” in 15% of answers) and help refine the codebook for the larger study.
4. Embrace Thematic Bins for Coding 📂
Start with broad buckets—like taste, brand association, or packaging—before zooming in on more granular codes. This helps you keep track of major categories in open-ends, such as “memorable marketing campaigns” or “bad aftertaste.” If Starbucks ran a study, they might create top-level bins like “Flavor Innovations,” “Brand Design,” and “Competitive Mentions,” then break them down further (e.g., “tropical,” “spicy,” “eco-friendly packaging”). The result: a structured system that grows in detail without turning into a labyrinth of unmanageable codes.
5. Consider Cross-Category Overlaps 🔎
In the real world, an open-end response often spans multiple themes. “I love the new lime flavor, but the branding is way too flashy” touches on both taste and design. A single mention of “too sweet” can slide into health concerns and negative brand perception if respondents elaborate about sugar intake. If Pepsi found that 30% of open-ends discussing “too sweet” also tied it to health anxieties, it would enrich their insights and guide more precise product or messaging tweaks.
Here's what an overlap of codes might look like:
6. Use a Hybrid Approach of Manual & Automated Tools 🤖
While AI-driven text analysis can spot recurring words like “refreshing” or “fake sugar” in a split second, human coders bring the nuance needed to interpret sarcasm, humor, or cultural references. Combining technology with a human touch ensures both efficiency and accuracy. If Coca-Cola leveraged an automated text analytics tool to scan 1,000 open-ends about a new “Fiery Citrus” flavor concept, it might reveal 38% describe it as “intriguingly spicy.” However, manual coding could further reveal that 12% use language implying confusion with hot sauce—something an algorithm alone might not pick up.
7. Rely on Keyword Frequency but Don’t Stop There 🔢
Seeing that “mango” (or “citrus”) gets mentioned 45% of the time is helpful, but it doesn’t tell you if people actually liked it. Qualitative coding means probing deeper: is the context positive, negative, or neutral? For instance, 20% of those flavor references could be complaints about it tasting too artificial. If Target introduced a “Spicy Mango” flavor concept and found “mango” repeated often, they’d still need to decode whether it’s a beloved highlight or a disliked gimmick. Balancing frequency data with context-based codes prevents misreading simple word counts as unequivocal endorsement.
8. Explore Sentiment Beyond Positive/Negative 🤷
Everyone likes to boil down sentiment to a neat “people loved it” vs. “they hated it.” Real-world feedback is rarely that tidy, often falling into categories like “cautious optimism,” “mild disappointment,” or “confusion.” If Monster Energy tested an open-ended question—“What emotions come to mind when you see our upcoming Spicy Lime can design?”—they might find 47% responding with “intrigue” or “curiosity,” while 15% say they feel “overwhelmed” by the bright color palette. Accounting for these nuanced sentiments provides a more layered perspective on how people actually feel.
For instance, prior to the 2024 election, I ran a survey on Trump vs. Kamala, primarily trying to isolate the key swing issues that either party could have leveraged to sway the vote in their particular direction.
I also had an open-end question asking "why are you voting for the candidate you're voting for?" Of course, these open ends are of greater value when first segmented into the verified behavioral subgroups (Registered Democrats, Republicans & Independents) that I easily could target within the Pollfish platform. All this to say, if you looked at these with a simple positive/negative lense, you'd miss out on all of the critical insights hiding in the nuanced language of the respondents.
As an interesting real-world example - "two evils" came up a ton in my survey, indicating a fair amount of dislike for both parties' candidates, but the need to support the one they figured was less bad for the country.
By the way, you can access this survey's results here.
9. Incorporate Emotional Lexicons 🧠
Emotional lexicons, which map keywords to specific feelings like excitement, nostalgia, or annoyance, can give your codes more texture. For instance, “craving that tang” might imply positive anticipation, whereas “reminds me of cough syrup” is a negative association cloaked in nostalgia or medical undertones. If Red Bull discovered that 27% of respondents mention it “smells like childhood candy,” that’s a distinct emotional anchor labeled as “sweet nostalgia.” Doing so helps quantify intangible reactions and articulate them more convincingly to stakeholders.
10. Use Iterative Refinement of Codes 🎯
Nobody gets their codebook perfect on the first try—especially when participants mention off-the-wall responses like “it tastes like a flaming rubber duck.” Start with best-guess categories, then refine them as new themes emerge during analysis. If Kellogg’s discovered a recurring mention of “mid-day pick-me-up” (19% of open-ends) that didn’t fit neatly into existing bins, they might add a new code under “functional benefits.” An iterative approach ensures your coding framework evolves alongside real human language and creativity.
11. Build Intercoder Reliability 🏆
Having more than one person code the same open-ended responses can feel like watching two chefs argue over salt, but it’s crucial for consistency. You want to ensure that what one coder labels “fruity fragrance” isn’t translated by another coder as “flowery aroma.” If General Mills had multiple coders working on the same dataset, they’d likely measure intercoder agreement—often with something like Cohen’s kappa—to confirm that their categories and definitions are robust and replicable. The better your reliability, the more confidently you can communicate findings to the higher-ups (who usually just want the bullet points anyway).
12. Visualize Trends for Stakeholders 📊
A giant spreadsheet of coded data can be about as exciting as reading the phone book, so consider turning your codes into graphs or infographics. If Kraft Heinz noticed that 44% of respondents bemoan a “lack of carbonation,” they could show it in a pie chart or bar chart for immediate clarity. The same goes for trending new flavors: if 35% highlight “tangerine” as the next big thing, that’s prime real estate on a simple visualization. Visual cues not only streamline strategic decision-making but also help internal teams and external clients see patterns at a glance.
13. Weave in Real-Life Context 🌐
A response like “I’d totally buy this if I saw it while gaming” reveals lifestyle or situational context worth coding. If Danone realized that 23% of their yogurt consumers are primarily snacking “during gaming sessions,” they’d uncover an untapped promotional angle. Layering context codes—like “gaming environment,” “social gatherings,” or “on-the-go”—helps paint a complete picture of when, where, and why consumers engage with a product. It’s the difference between marketing a “great-tasting snack” and a “fuel for your epic gaming marathon.”
14. Tracking Changes Over Time 🕰️
Qualitative coding isn’t a one-and-done scenario if you plan to iterate your product or brand. If Hershey ran monthly open-ends to see how a new chocolate bar formula is received, they might find that in the first month, 40% of comments focus on “lack of creaminess,” but by the third month—after tweaking the recipe—only 8% mention it. Monitoring how themes rise or fall month-over-month can identify if changes are resonating or if a brand-new wave of complaints is brewing.
15. Merge Qualitative with Quantitative Indications ⚖️
Survey data often mixes open-ends with closed questions like rating scales or MaxDiff. For instance, if Unilever introduced a new “Tropical Chill” flavor and 65% rate it a 4 or 5 on a 5-point scale, while 35% rate it 3 or below, overlaying that with open-end codes clarifies why certain people adore it (“tastes exotic,” 22%) and why others are less keen (“too reminiscent of chili sauce,” 13%). This synergy between coded text and numeric metrics gives stakeholders a fuller, more actionable story.
16. Turn Insights into a Next-Level Storytelling Device 📜
Once you’ve coded all the open-ends, tie it back to real business actions and strategy. If Mars were to code thousands of responses, they might show how a good chunk (38%) of people prefer “lighter carbonation,” leading to potential R&D changes, or how 26% ask for a “healthier energy blend,” guiding a marketing pivot. As Troy Harrington of Pollfish puts it, “Qualitative coding unlocks the ‘why’ behind the ‘what,’ equipping brands with narrative depth that resonates.” Include additional capabilities, like video highlight reels, to let stakeholders experience actual respondent quotes or a montage of consumer emotions—nothing sells a story like seeing it firsthand.
17. Know When to Stop Coding—Don’t Overthink It 🔒
Sometimes, enough is enough. If Dunkin' is analyzing "morning routine habits," and themes stabilize at "coffee," "breakfast," and "time-saving," stop there. Coding forever doesn’t lead to better insights.
Qualitative coding is both an art and a science, offering unparalleled depth to market research when approached with care. If you don't anticipate tracking drivers or running surveys to samples large enough to justify a dedicated qualitative coding effort, then Pollfish is perfect for you. For busy professionals who have the resources, leveraging the full coding services that Prodege offers can help the journey from raw data to actionable insight become less daunting and more empowering.
Top 25 Competitor Market Research Strategies
Top 25 Competitor Market Research Strategies 🕵️♂️
Everyone thinks they've got the best product...
Truth is, we all have competitor's selling similar offerings, and you constantly see value propositions like "highest-quality!" or "truly the best service", but these are not really differentiating, right? In fact, there is an argument to be made that most brands are not differentiating with their messaging, they are commoditizing.
To TRULY stand out, you'll want to deeply know your competitors by doing serious competitive market research.
This can be done most effectively by targeting your competitors' user's in a Pollfish survey. In addition to that, here are 25 ways to study your competition.
1. Decode Your Competitor’s Target Audience 🔍
Let's say you're launching a beach-style clothing brand, and you're wanting to understand your competitors customers. You can create a survey with a multi-select question towards the front and screen for those who have recently worn Hurley, Volcom, Quicksilver, etc. After that, ask whatever you want to know about them to better serve that audience!
Or, let's say you're Netflix, and you want understand perceptions of your brand vs. theirs. You could have a question like this:
Funny enough, you can actually skip these questions in Pollfish by just selecting these streaming behaviors of users directly from the list of 7,000 validated brand interactions we track with our consumer panel.
2. Analyze Their Messaging 🌌
It's ALL about the UVP. Competitors’ brand messaging reveals their unique value propositions (UVPs). Take a cue from the beverage giant Monster Energy.
If Monster targets audiences interested in “competitive eSports gamers,” their slogan, social ads, and promotions likely emphasize high-energy performance. By comparing survey responses, like “Which energy drink do you trust for gaming?”—with 55% choosing Monster and 20% choosing Red Bull—you can refine your messaging to tap into this segment.
3. Competitor Content Audit 🕁
Content is a big channel for many brands, which means you can find what they're doing to attract new business, and replicate it, but even better! Conduct a detailed audit of your competitors’ blogs, videos, and social posts.
Suppose you’re in SaaS, competing with an HR tech giant like BambooHR. Break their content into themes, e.g., “employee wellness” vs. “hiring best practices.” A survey asking HR professionals, “Which content helps you the most in your role?” reveals that 60% prefer BambooHR’s wellness focus. Use that intel to create better, more tailored content.
4. Study Ad Placements 🗽
This is tricky to do in "the wild" of the internet, because targeting is so complex and based on all sorts of algorithms. So the best way to do this is... with a survey! Advertising reveals a lot about your competitors’ strategies. For example, the fitness equipment industry leader Peloton might target audiences like “home gym enthusiasts” or “first-time exercisers.” Your survey could ask respondents, “Where have you seen Peloton ads?”—42% may mention YouTube. Now, you know where to direct your ad spend to compete.
5. Track Pricing Models 💸
Don't know how to price? Nothing beats a Van Westendorp survey for that.
But, if you're not ready for that, let's consider an example. For instance, if your competitor is the well known e-commerce tool Shopify (below), and this is there pricing, your prospects will already have a tendency to bucket price values relative to them, and you'll need to distinguish your offerings to deviate from the expected pricing.
Let's consider another example, imagine competing with a subscription box service like Stitch Fix in the retail space. Use conjoint analysis to survey options like “Would you prefer a $20 styling fee with free returns or a $40 flat fee with discounts?” Analyzing responses might reveal that 65% prefer their model—a clue for your next move.
6. Deconstruct Product Features 🎡
Yes, yes, sell the benefits, not the features. But differentiated benefits actually stem from unique features. Survey your audience to determine what features resonate most with competitor offerings. For instance, if a competitor offers “customizable dashboards” for their project management software, ask users to rate its importance on a scale of 1-5. Results such as 70% choosing 5 (very important) show where you may need to prioritize development.
I like to use matrix questions to get a rank on a unique scale on multiple features at once. Here's what a matrix question looks like in the Pollfish platform results page.
This example was about which aspect of AI which be most useful in support to office workers job duties. This is something an AI vendor could use to determine where to focus their features, towards text, audio, images, voice, etc! In this case, text ranked very strong with 113/400 choosing it as the #1 option, that's useful data!
On the flip side, robotics ranked lowest at 159/400 as #5 (which makes sense because these are office workers).
See this full survey in Pollfish here!
7. Observe Industry Buzzwords 🧠
What's the "very demure" of your industry? Competitors often latch onto trendy industry language. For example, in the sustainable beauty industry, Lush might emphasize “cruelty-free” and “zero-waste.” Create a survey asking, “Which words influence your purchasing decision most?” If 40% choose “zero-waste,” it’s a sign to adapt your messaging.
8. Monitor Social Media Engagement 📲
Social isn't representative like a survey built on a quality Prodege audience, but can still help you gleam great insights. Dive into competitors’ social media interactions. Let’s say you’re tracking Dunkin’ in the quick-service restaurant industry. If their campaign targeting “coffee lovers” gets 10,000 shares and 80% positive sentiment, consider mimicking their style in your campaigns.
9. Evaluate Customer Service 🧳
Competitor customer service can be their Achilles’ heel. If Zappos excels with live chat—achieving 90% satisfaction rates—survey your respondents on preferred service channels. Insights like 50% preferring live chat can inform your strategy.
10. Examine Competitive Differentiators 🔄
Is your market commoditized? Probably. What sets your competitors apart aside from market share? Get that answer and you'll find the gaps you can fill.
A snack brand like KIND might win loyalty with “wholesome ingredients.” Ask audiences, “Which of the following makes you loyal to a snack brand?” If 65% cite ingredient transparency, your next campaign has a clear direction.
11. Conduct Benchmark Studies 🎮
Benchmarks are great, and Prodege has trackers internally across many industries to help you here. A benchmark study measures where your competitors stand in key metrics.
Survey an audience segment like “technology enthusiasts,” asking, “Which smart home brand do you associate with innovation?” Results such as 55% choosing Google Nest over Amazon Echo show where you’re lagging.
12. Dissect Brand Loyalty Programs 🏆
Competitors’ loyalty programs often hide insights. Starbucks’ Rewards program attracts a whopping 28 million members. Run a survey asking, “Which loyalty feature matters most?” If 45% choose free mini-samples of any coffee, integrate that into your next iteration.
13. Spot Seasonal Trends 🍁
Competitors often time their offerings around trends. For instance, bike sales peak just before summer. Survey your audience with questions like, “Which month are you most likely to buy a new bike?”— 70% may say June, informing your seasonal strategy.
14. Reverse Engineer Product Launches 🎨
Analyze how competitors test concepts and rolls out new products. If Tesla promotes a new car via exclusive preorders, survey car buyers about “What excites you about product launches?”—responses like 55% choosing “exclusive access” help refine your rollout strategy.
15. Monitor Influencer Collaborations 📹
Competitors partnering with influencers can reveal targeting strategies. For example, Adidas might collaborate with niche “yoga influencers” to sell a new line.
Ask your audience, “Which influencers inspire your purchasing decisions?”—30% may mention specific yogis—a signal to emulate.
16. Investigate Product Reviews 🌍
Competitor reviews expose customer likes and dislikes. For instance, here's a review of one of our competitors (that happened to be written on our own site).
Seeing these reviews help us get an idea of why and even how many users may defect from certain competitors. In this case our support team and easy pricing won this user over. You can find the same insights on your product in your market!
17. Track Market Share 🔄
In business, winner takes all. If you're not in the share, or well-niched, you're fighting for market share crumbs. Understanding market distribution clarifies competitor dominance of market share. And that informs your next steps.
If you're a ride-share service for instance, ask, “Which ride-share app do you use most?” If Uber captures 70% of users, your market entry will require niche positioning.
18. Investigate Strategic Partnerships 💼
Competitor partnerships often align with growth objectives. If Airbnb partners with local tourism boards, survey travelers with, “Which platform improves your local experiences?” If 60% choose Airbnb, it’s time to evaluate similar collaborations.
19. Study Their Website UX 🌐
Competitors’ websites hold valuable UX insights. This is harder to target with a survey, but you can still find areas for improvement just by looking. Then, survey your own users with, “How would you rate your online shopping experience with X?”—Only 10% saying “easy-to-navigate” highlights where you might be falling short.
20. Evaluate Competitor Promotions 🎉
Promotions reveal how competitors drive demand. For example, Subway’s “$5 Footlong” campaign redefined value dining. However they recently switched that to a buy two deal...
Anyways, survey respondents with, “What deal would be too good to refuse?”.
21. Measure Brand Advocacy 🎗
NPS scores are a great way to benchmark how people think you compare to your competition. Competitors’ advocacy levels can be measured via Net Promoter Scores (NPS).
Ask, “How likely are you to recommend X to a friend?” If their score dwarfs yours, it’s time for some serious brand building.
22. Learn From Product Failures ❌
There's nothing like a great product flop. Competitor flops are your treasure troves... but ONLY if you actually ask what happened! You've got to get the "why". Ask, “Why didn’t you buy X’s product?” If 80% say “the new colors are awful,” you know what to avoid.
23. Assess Sustainability Efforts 🌿
Sustainability only applies in certain industries, but it is super important to some folks. In industries like fashion, brands like Patagonia win by promoting sustainability. Ask audiences, “How much do eco-friendly practices influence your decision?”—67% prioritizing this will steer your corporate strategy.
24. Analyze Global vs. Local Strategies 🌍
People in Surf City, USA and in Taipei, Taiwan are not always going to have the same consumer habits. Global competitors often tailor local strategies.
For instance, Coca-Cola’s regional flavors dominate. Survey consumers with, “Do you prefer global brands offering local options?” Insights guide your localization efforts.
25. Test Customer Acquisition Strategies 💳
Analyze how competitors draw in customers. For example, Netflix’s free trial strategy revolutionized streaming. Survey new users with, “What prompted you to try X?” If 60% cite "something the say on reddit", adapt accordingly.
Closing Thoughts: Understanding your competitors isn’t just about knowing what they’re doing—it’s about knowing what you should be doing better.
22 Ways to Do Secondary Market Research
22 Ways to Do Secondary Market Research ✨
Secondary market research is perfect for exploring the lay of the land—like scoping out market trends or uncovering what’s already out there before drafting your own survey. Let’s dive into 22 expert tips that will have you mining data gems with the precision of a seasoned market researcher. Grab your caffeine—we’re skipping the fluff and going straight to the good stuff.
1. Understand the Data’s Origin Story 📺
Every data point has a backstory. Consider a company like Peet’s Coffee, analyzing the Beverages industry. Let’s say they’re targeting audiences who frequent Starbucks and Dunkin'. The goal is to uncover trends for launching a new seasonal blend. Secondary data from sources like Statista or Euromonitor might reveal that 43% of coffee drinkers prefer holiday-themed beverages. Always trace your data back to its source, checking for potential biases or outdated information.
2. Cross-Reference Multiple Sources ⚓
Never trust a single source. Imagine Under Armour entering the Apparel industry’s competitive research scene. They’re analyzing behavioral data on “outdoor running enthusiasts” to assess if launching high-performance trail shoes makes sense. If one report claims 55% of runners prefer trails, validate that number with at least two other datasets. Your secondary research should resemble a crime investigation—multiple witnesses for every claim.
3. Prioritize Recency Over Reputation ⌛
The data’s credibility matters, but so does its age. Take Spotify, looking into the Media industry while targeting “Gen Z audiophiles.” Their question type: “Which genre do you listen to most?” Response: 41% say lo-fi beats. Even reputable sources like Gartner need a recency check. Trends change faster than TikTok dances; stay current.
As a tangible example, here's a survey that Pollfish's Troy Harrington, ran when Elon Musk publicly announced an early prototype of Tesla Optimus Robots. While the data says one thing at the launch date in Q4 2024, the public sentiment could be very different today. The survey is 'primary' to him, and as you are the onlooker, it becomes 'secondary' market research from your perspective.
By the way, you can click in to that survey dashboard here!
4. Filter by Relevant Metrics ⚡
You wouldn’t use a fitness tracker to gauge stock market trends—so don’t pick irrelevant KPIs. A company like Monster Energy in the Drinks industry targeting Red Bull fans might ask: “What factors influence your energy drink purchases?” If 67% say “flavor variety,” that’s your golden metric. Match the metric to the market question to avoid spinning your wheels.
5. Contextualize Global Data Locally 🌎
Secondary data often comes from global sources, but markets behave differently on the ground. Say Tesla wants insights for their Automotive market expansion in India, targeting “environmentally conscious millennials.” Localized data might show that 38% cite “charging station availability” as a barrier to adoption. Tailor global insights for local relevance.
6. Benchmark Against Competitors’ Strategies ⚖
Secondary research is a fantastic spy tool. If Patagonia is studying the Retail industry’s eco-conscious shoppers, they might uncover that 74% prefer brands using recycled materials. This insight can inspire Patagonia’s next campaign. Competitive benchmarks aren’t just numbers—they’re blueprints.
7. Evaluate Data Accessibility and Limitations ❌
Not all data is created equal. A company like Snapchat, navigating the Tech industry, might access free reports showing that 54% of teens use the app daily. However, the freebie may lack nuanced demographic splits. Always weigh data availability against what you’re not seeing.
8. Dive into Niche Publications 🔬
Don’t overlook industry-specific goldmines. For example, Nike could find specialized insights in niche sports magazines about “female marathon runners” preferring cushioned shoes (71%). Niche data often provides the granular details big reports skim over.
9. Use Secondary Data to Predict Trends 🎯
Data from the past can be a crystal ball for the future. Suppose LEGO in the Toy industry is targeting “parents of STEM-loving kids.” Question type: “What skills do you want your child’s toys to enhance?” Insight: 52% say “problem-solving.” Extrapolating data like this can help LEGO create a robotics line that fits the trend.
10. Validate Vendor Claims with Independent Data ✉
Vendor pitches can be enticing—but always verify. If Coca-Cola in the Drink industry considers a partnership, they might first check the vendor’s claims about “48% market penetration” with Nielsen reports. A little skepticism goes a long way.
11. Conduct Social Media Listening 🔊
Social chatter is secondary data in real-time. Imagine Chanel, studying the Fashion industry and targeting “fashion-forward Gen Z.” Analyzing Twitter trends might reveal that 29% rave about capsule wardrobes. Social listening tools like Brandwatch or Sprinklr can amplify insights.
12. Focus on Behavioral Over Intent Data 🏃
What people do trumps what they say. For instance, Apple in the Tech industry targeting “health-conscious professionals” might observe Fitbit sales trends showing 68% usage for step tracking over workouts. Secondary behavioral data paints a clearer picture than survey intent.
13. Check for Red Flags in Data Quality ⚠
Secondary data often hides skeletons. Say Lululemon wants insights into the Fitness industry’s yoga enthusiasts. If a source claims 85% practice hot yoga but samples only 500 participants from Arizona, tread carefully. Assess sample size, geographic relevance, and methodology before trusting results.
Always find the source. A good source should have clear methodology, and if it's a full service consumer panel, there should be awards and verifications, sort of like the ones we have below!
14. Map Insights to Buyer Personas 🔎
Secondary data must inform personas. Suppose Canon is diving into the Electronics industry targeting “pro-level photographers.” Their research might show 39% prefer mirrorless cameras. Matching these insights to persona goals helps refine marketing campaigns.
15. Analyze Competitive Ad Spending 💰
Where competitors spend reveals priorities. Consider Target, researching the Retail industry’s back-to-school shoppers. If Walmart’s ad spend spikes by 34% in July, it signals competition for that segment. Tools like Adbeat or SEMrush simplify ad spend analysis.
16. Assess Industry-Wide Challenges ⚖
Secondary research can highlight macro issues. For example, John Deere in the Agriculture sector might find that 51% of farmers cite “labor shortages” as their biggest hurdle. These insights provide opportunities for innovative product design.
17. Identify Gaps in Market Coverage 🌑
Sometimes, the absence of data is telling. If Samsung in the Tech industry finds no coverage on foldable phones for seniors, that’s a market to exploit. Look for under-researched areas and own them.
18. Validate Hypotheses with Hard Data 🔢
Secondary research is the litmus test for your hypotheses. Suppose Red Bull, in the Drinks industry, theorizes that Gen Z prefers smaller cans. Secondary sources showing 63% favor “portable beverage options” can confirm this.
19. Mine Government Databases 📚
Government reports are treasure troves of credible data. Imagine Ford researching Automotive safety regulations. The NHTSA might reveal that 44% of accidents involve distracted driving, shaping Ford’s tech integrations.
20. Factor in Economic Indicators 📊
Economic data influences industry trends. Suppose Airbnb in the Travel industry notices rising interest rates leading to 28% fewer bookings. These insights help anticipate shifts in customer behavior.
21. Leverage Academic Studies ⚙
Don’t ignore academia. For example, Adidas might use studies on “exercise psychology” to learn that 47% of gym-goers wear activity-specific shoes. Peer-reviewed research often has untapped gems.
22. Embrace Visual Data Analysis 🎨
Charts, infographics, and dashboards make insights stick. Suppose Netflix in the Media industry is analyzing binge-watching habits of “fantasy lovers.” A dashboard showing 71% prefer series with sequels could influence content strategy. Visualizing data clarifies trends.
Secondary research is an art and a science, blending critical thinking with data mastery. Tools like Prodege's Pollfish survey platform simplify data gathering and analysis, empowering you to work smarter. Start applying these tips today, and watch your market knowledge soar.
Top 100 Market Research Events
Top 100 Market Research Events
The following is a curated list of what we believe are the top 100 market research events in the word.
Feel free to find and attend the ones that are important to you! To see the list of market research events that we'll be attending, click here.
Okay, here we go! Let's start with the top 10 upcoming most popular market research events.
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TMRE: The Market Research Event
Summary: TMRE is a premier gathering for market research professionals focused on consumer insights. What makes TMRE unique is its emphasis on actionable intelligence for driving business results, featuring case studies from global brands, interactive workshops, and panels with industry leaders. It aims to equip attendees with not just knowledge but also the skills to apply the latest methodologies directly to their work.
- Upcoming Dates:
- December 3–5, 2024
- Location:
- Loews Sapphire Falls Resort, Orlando, Florida
- Past Speakers:
- Stefania Gvillo – SVP, Chief Analytics & Insights Officer, Domino's Pizza
- Kirti Singh – Chief Analytics, Insights & Media Officer, Procter & Gamble
- Katy Milkman – Economist, Bestselling Author & Professor, The Wharton School of the University of Pennsylvania
Learn More: TMRE Website
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Quirk's Event
Summary: Quirk's Event is designed specifically for research buyers and sellers, providing practical and real-world learning opportunities. It stands out for its focus on bringing practical knowledge to the forefront, with sessions led by actual client-side researchers and a broad exhibitor presence showcasing the latest in research tools and services. This is an event that encourages networking through social mixers, city tours, and interactive formats.
- Upcoming Dates and Locations:
- Los Angeles: February 26–27, 2025, at the Los Angeles Marriott Burbank Airport
- Chicago: April 2–3, 2025, at the Hyatt Regency O'Hare Chicago
- London: May 7–8, 2025
- New York: July 23–24, 2025
- Past Speakers:
- Microsoft – Discussed the use of conversational AI for deep human understanding at AI scale
- GoGo squeeZ – Explored reimagining qualitative research alongside Verizon and Sargento
- Haleon – Presented on Health & Wellness Demand Spaces and transforming consumer understanding
- California Restaurant Association – Addressed the future of foodservice
- The Clorox Company – Shared insights on decoding innovation and key lessons on the testing frontier
Learn More: Quirk's Event Website
IIEX (Insight Innovation Exchange)
Summary: IIEX is all about showcasing the cutting edge of market research, focusing on innovation and the future of the insights industry. Its unique format includes startup pitch competitions, rapid-fire presentations, and a "GreenBook" track that aims to highlight new methodologies and technologies before they become mainstream. It's ideal for those who want to stay ahead of industry changes.
- Upcoming Dates:
- To be announced
- Location:
- To be announced
- Past Speakers:
- Aileen Cahill – Global Consumer Insights Lead, Mondelez International
- Lenny Murphy – Executive Editor, GreenBook
- David Shing (Shingy) – Digital Prophet, AOL
- Kristin Luck – Founder, ScaleHouse & Advisor, ESOMAR
- Piers Fawkes – Founder, PSFK
Learn More: IIEX Website
QUAL360
Summary: QUAL360 specializes in qualitative research, bringing together top professionals to discuss innovative qualitative techniques and tools. What makes it unique is its focus on the qualitative side of insights, offering case studies, roundtable discussions, and thought leadership from a qualitative perspective. It provides a rare opportunity to dive deeply into qualitative methods and apply them effectively.
- Upcoming Dates:
- February 20–21, 2025
- Location:
- Berlin, Germany
- Past Speakers:
- Karen Lynch – Director, Qualitative Insights, Google
- Ria Tobaccowala – Head of Consumer Insights, Pinterest
- Daniel Berkal – Senior Vice President, The Palmerston Group
- Martha Cotton – Group Design Research Director, Fjord (Accenture Interactive)
- Nicki Karet – Managing Director, Sherbert Research
Learn More: QUAL360 Website
MRMW (Market Research in the Mobile World)
Summary: MRMW focuses on how digital and mobile technologies are shaping the future of market research. This event is unique in its emphasis on mobile-first methodologies, including the use of apps, mobile surveys, and the impact of AI on data collection. It includes live demos and showcases the application of mobile technology across different research fields, making it essential for those wanting to embrace technological advances.
- Upcoming Dates:
- May 14–15, 2025
- Location:
- Singapore
- Past Speakers:
- Sebastian Kempe – Senior Research Director, Kantar
- Anne-Laure Murier – Head of Insights, Asia Pacific, PepsiCo
- Dave Carruthers – Founder & CEO, Voxpopme
- Erich Dietz – Vice President of Strategic Partnerships, InMoment
- Anwar Khalil – CEO, Research Panel Asia
Learn More: MRMW Website
ESOMAR Congress
Summary: ESOMAR Congress is one of the oldest and most respected market research events globally. Its uniqueness lies in its comprehensive coverage of the industry, combining discussions on research methodologies, ethical standards, and the societal impact of data. It brings together a global audience to share practices that align with industry codes, making it the go-to event for those seeking to understand the broader impact of research.
- Upcoming Dates:
- September 8–11, 2025
- Location:
- Amsterdam, Netherlands
- Past Speakers:
- Finn Raben – Director General, ESOMAR
- Ray Poynter – Founder, The Future Place
- Kristin Luck – Advisor, ESOMAR & Founder, ScaleHouse
- Edwin Wong – SVP of Insights & Innovation, Vox Media
- Pravin Shekar – Outlier Marketer & CEO, Krea
Learn More: ESOMAR Congress Website
AAPOR Annual Conference
Summary: The American Association for Public Opinion Research (AAPOR) Annual Conference is renowned for its focus on the science behind public opinion and survey methodology. It stands out due to its rigorous approach to survey science, featuring cutting-edge research presentations from academia and the private sector. AAPOR attracts professionals focused on methodological advancements, data accuracy, and public policy, providing a platform for in-depth technical knowledge.
- Upcoming Dates:
- May 15–18, 2025
- Location:
- Phoenix, Arizona, USA
- Past Speakers:
- Courtney Kennedy – Director of Survey Research, Pew Research Center
- Jon Krosnick – Professor, Stanford University
- Frauke Kreuter – Professor, University of Maryland & Joint Program in Survey Methodology
- Nate Cohn – Political Correspondent, The New York Times
- David Dutwin – SVP, Strategic Initiatives, NORC at the University of Chicago
Learn More: AAPOR Website
MRS Annual Conference
Summary: Hosted by the Market Research Society, this UK-based conference covers the evolving landscape of market research, focusing on both traditional and emerging methods. The MRS Annual Conference is unique because of its integration of marketing strategy and research practices, featuring contributions from top researchers and marketing professionals. It is an essential platform for connecting research to business strategy.
- Upcoming Dates:
- March 11–12, 2025
- Location:
- London, United Kingdom
- Past Speakers:
- Jane Frost – CEO, Market Research Society
- Rory Sutherland – Vice Chairman, Ogilvy UK
- Deborah Mattinson – Chief Strategist, Keir Starmer’s Office
- Nick Baker – CEO, Savanta
- Phil Barden – Author & MD, Decode Marketing
Learn More: MRS Conference Website
Corporate Researchers Conference (CRC)
Summary: The CRC is unique in its focus on the challenges faced by corporate, client-side researchers. It provides a space specifically for those working in-house to share their experiences, best practices, and solutions to common challenges. With sessions led by client-side professionals, it addresses the needs and pressures unique to those who operate on the "inside."
- Upcoming Dates:
- September 16–18, 2025
- Location:
- Denver, Colorado, USA
- Past Speakers:
- Scott Laing – VP, Consumer Insights, Best Buy
- Jessica Lang – Senior Director of Research, Coca-Cola North America
- Kevin Thompson – Director of Consumer Research, Procter & Gamble
- Julie Taylor – Insights Manager, General Mills
- Chris Robinson – Market Insights Lead, Ford Motor Company
Learn More: CRC Website
Customer Experience Strategies Summit
Summary: This summit focuses on improving the customer journey using market research and data-driven strategies. Its uniqueness lies in its specific focus on integrating customer experience (CX) with insights, using case studies that demonstrate how companies can drive engagement and loyalty through effective CX strategies. It brings CX professionals together with researchers, making it a unique space for collaboration.
- Upcoming Dates:
- June 10–11, 2025
- Location:
- Toronto, Canada
- Past Speakers:
- Jeanne Bliss – Founder & CEO, CustomerBliss
- Shep Hyken – Customer Service & Experience Expert, Shepard Presentations
- Annette Franz – Founder & CEO, CX Journey Inc.
- Paula Courtney – President, The Verde Group
- Roger Dooley – Author of "Friction" & "Brainfluence"
Learn More: Customer Experience Strategies Summit Website
Okay, only 90 more market research events to go! Note: Some are active annually, some are not.
Big Data & Analytics for Market Research
Summary: A conference that uniquely intersects the fields of big data, analytics, and traditional market research. It focuses on how researchers can harness vast data sets to create actionable insights. What sets it apart is its emphasis on integrating data science techniques into market research workflows, appealing to those wanting to deepen their analytical capabilities.
- Past Speakers:
- Bill Franks – Chief Analytics Officer, International Institute for Analytics
- Dr. Gema Berenguer – Data Scientist, NielsenIQ
- Kees de Jong – CEO, Survey Analytics
- Dr. Emelia Knox – Senior Data Strategist, Ipsos
- Jason Harper – Global Insights Manager, Unilever
Learn More: Big Data & Analytics for Market Research Website
The Insights Association NEXT Conference
Summary: NEXT is focused on highlighting the most innovative approaches and technological advancements in market research. What makes it unique is its dedication to future-forward content, with an agenda full of case studies involving artificial intelligence, predictive analytics, and automation in insights. It’s particularly aimed at professionals eager to innovate and adopt cutting-edge technologies.
- Past Speakers:
- Melanie Courtright – CEO, Insights Association
- Dr. Scott Swain – Professor of Marketing, Clemson University
- Ben Smithee – CEO, The Smithee Group
- Susan Fader – Strategic Qualitative Consultant, FaderFocus
- Dr. Andrew Cannon – Executive Director, Global Research Business Network (GRBN)
Learn More: NEXT Conference Website
Shopper Insights & Retail Activation
Summary: This conference uniquely focuses on shopper behavior and the retail environment, bringing together insights professionals who work directly in consumer goods, retail strategy, and sales activation. It includes shopper journey mapping, behavioral analysis, and real-life applications of shopper insights in retail settings.
- Past Speakers:
- Michael Solomon – Consumer Behavior Expert & Author of "Consumer Behavior: Buying, Having, and Being"
- Sarah Gleason – Director of Shopper Insights, The Coca-Cola Company
- Brandon Purcell – Principal Analyst, Forrester Research
- Jennifer Veenstra – Managing Director, Deloitte Consulting
- Rick Abens – CEO, Foresight ROI
Learn More: Shopper Insights & Retail Activation Website
Research & Results
Summary: This event is distinctive due to its mix of a traditional conference and an exhibition format, combining seminars and workshops with a massive exhibition of research suppliers. It's a great platform for exploring the latest offerings from vendors and learning about innovative tools that can help streamline the research process. It’s particularly valuable for those interested in vendor relations and discovering new tools.
- Past Speakers:
- Mario Callegaro – Senior Survey Scientist, Google
- Christian Dössel – Managing Director, KANTAR
- Thomas Hein – Head of Market Research, Nestlé
- Jutta Langen – Managing Partner, Happy Thinking People
- Dr. Mark Truss – Chief Research Officer, WPP
Learn More: Research & Results Website
Marketing Analytics & Data Science (MADS)
Summary: MADS explores how to turn data into strategic insights, focusing heavily on marketing analytics. What sets it apart is the convergence of market researchers with data scientists, making it a hybrid event ideal for those who want to blend traditional research skills with advanced data science methodologies to enhance marketing outcomes.
- Past Speakers:
- Dr. Jennifer Priestley – Professor of Statistics and Data Science, Kennesaw State University
- Alex Yoder – Executive Vice President, Analytic Partners
- Dr. Tom Davenport – Distinguished Professor, Babson College & Author of "Competing on Analytics"
- Prithvijit Roy – CEO, Bridgei2i Analytics
- Shelley Zalis – CEO, The Female Quotient
Learn More: MADS Website
Pharma Market Research Conference
Summary: The Pharma Market Research Conference is uniquely tailored to professionals in the pharmaceutical and healthcare industries. It provides insights into how research is conducted in highly regulated environments, emphasizing new product development, patient journey mapping, and health technology assessments. The event is characterized by its focus on compliance, the patient voice, and the challenges of pharmaceutical market research.
- Past Speakers:
- Mark Pasternak – Head of Market Research, GSK
- Deanne Melloy – VP, Global Market Research, Johnson & Johnson
- Kevin Knight – Director, Global Customer Insights, Pfizer
- Tara Stewart – VP of Market Research, Bayer Pharmaceuticals
- Jeremy Smith – Market Research Manager, AstraZeneca
Learn More: Pharma Market Research Conference Website
UX Research & Insights Summit
Summary: A niche event specifically for UX researchers, focusing on user testing, experience mapping, and human-centered design. It’s unique because it combines both qualitative and quantitative UX research methods, offering sessions on how these insights can be leveraged to improve product design and overall user satisfaction. It’s particularly valuable for those in tech and design industries.
- Past Speakers:
- Indi Young – UX Pioneer & Author of "Practical Empathy"
- Steve Krug – Author of "Don't Make Me Think"
- Erika Hall – Co-founder, Mule Design & Author of "Just Enough Research"
- Sarah Doody – Founder, The UX Notebook
- Jared Spool – Founding Principal, User Interface Engineering
Learn More: UX Research & Insights Summit Website
APAC Market Research Summit
Summary: This summit is tailored for professionals working in or with a focus on the Asia-Pacific market. Its uniqueness lies in addressing the cultural nuances and market dynamics specific to the APAC region, offering region-specific insights, local case studies, and discussions about the unique challenges of operating in diverse markets like India, China, and Southeast Asia.
- Past Speakers:
- Dr. Manoj Menon – Founder, Twimbit
- Dr. Kim Soo – Head of Market Research, Samsung
- Anisha Singh – Head of Consumer Insights, Unilever Asia
- Dr. Neha Kale – Senior Research Analyst, Nielsen APAC
- Julian Boulding – President, thenetworkone
Learn More: APAC Market Research Summit Website
Qualitative Research Consultants Association (QRCA) Conference
Summary: QRCA's conference is focused solely on qualitative methods, with an emphasis on consultancy and how to effectively communicate qualitative insights to clients. It’s unique for fostering an intimate, hands-on environment where qualitative consultants can refine their craft and learn from leaders in the field.
- Past Speakers:
- Kay Corry Aubrey – User Research Consultant, Usability Resources
- Dr. Paula Gray – Founder, Gray Matters Consulting
- Mary Ann Packo – Managing Partner, Insight Consulting
- Liz Van Patten – Senior Consultant, Egg Strategy
- Alex Charlton – Founding Partner, PeopleSay
Learn More: QRCA Conference Website
The Customer Insights Conference
Summary: This conference stands out by emphasizing the use of insights to directly influence customer-driven business decisions. It provides a mix of case studies and workshops aimed at helping companies use their customer insights to improve product offerings and customer interactions.
- Past Speakers:
- Jeanne Bliss – Founder & CEO, CustomerBliss
- Dr. Ravi Dhar – Professor of Management and Marketing, Yale School of Management
- Linda Liu – VP, Customer Analytics & Insights, IBM
- Peter Fader – Professor of Marketing, The Wharton School
- Colleen Foster – Director of Customer Experience, Amazon
Learn More: The Customer Insights Conference Website
Market Research Summit UK
Summary: The Market Research Summit is unique in that it blends insights, analytics, and customer experience with a strong focus on digital transformation. It provides a UK-centric view on market research challenges and trends, bringing together insights leaders to discuss the future of the industry in a rapidly changing digital landscape.
- Past Speakers:
- Jane Frost – CEO, Market Research Society
- Nick Southgate – Behavioral Economics Consultant
- Fiona Blades – President & Chief Experience Officer, MESH Experience
- Alastair Gordon – Insights Director, Sky UK
- Catherine Hall – Head of Insights, Tesco
Learn More: Market Research Summit Website
Predictive Analytics World for Business
Summary: This conference brings together professionals interested in applying predictive analytics to business. It stands out for its in-depth focus on predictive models, case studies in marketing optimization, and the use of data to forecast future consumer behaviors. It’s particularly geared towards analysts looking to advance their skills in predictive technologies.
- Past Speakers:
- Eric Siegel – Author of "Predictive Analytics" & Founder, Predictive Analytics World
- Dean Abbott – Chief Data Scientist, SmarterHQ
- Piyanka Jain – CEO, Aryng
- Kim Larsen – Vice President, Analytics, Cox Communications
- John Elder – Founder & Chair, Elder Research Inc.
Learn More: Predictive Analytics World Website
EyeForRetail Market Research Conference
Summary: A unique event focused on how market research drives retail success, specifically through consumer insights that lead to better merchandising and supply chain decisions. It stands out for its emphasis on retail-focused applications, including point-of-sale analytics and real-time shopper behavior analysis.
- Past Speakers:
- Michelle Evans – Head of Retail Research, Euromonitor International
- Emily Weiss – Founder & CEO, Glossier
- Patrick McGrath – Director of Retail Insights, Walmart
- Angela Wang – Retail Analyst, Bloomberg Intelligence
- Dan Goldman – VP of Marketing, L’Oreal USA
Learn More: EyeForRetail Market Research Conference Website
Annual Insights Leadership Conference
Summary: Organized by the Insights Association, this event stands out due to its focus on leadership development for insights professionals. It includes sessions on team management, the integration of insights within company strategy, and the evolving role of insights leaders, offering practical guidance for advancing one's career in the research field.
- Past Speakers:
- Melanie Courtright – CEO, Insights Association
- Stan Sthanunathan – Former EVP, Consumer & Market Insights, Unilever
- Jessica DeVlieger – Global CEO, C Space
- Marc Pritchard – Chief Brand Officer, Procter & Gamble
- Emily Atkins – Head of Consumer Insights, Nike
Learn More: Annual Insights Leadership Conference Website
The Global Research Business Network (GRBN) Summit
Summary: GRBN's summit is unique in that it focuses on the business aspects of research, such as client relationships, ROI, and the economic impact of insights. It also emphasizes international standards in research quality, data privacy, and best practices, making it essential for those involved in global research.
- Past Speakers:
- Andrew Cannon – Executive Director, GRBN
- Finn Raben – Director General, ESOMAR
- Kristin Luck – Founder, ScaleHouse
- Peter Harris – Managing Partner, Vision Critical
- Simon Chadwick – Managing Partner, Cambiar Consulting
Learn More: GRBN Summit Website
North American Data & Insights Conference
Summary: This event focuses on data-driven decision-making across industries in North America. It uniquely combines market research, data analytics, and customer insights to provide attendees with a holistic view of how data can transform business decisions, especially with a focus on consumer data trends and regulation.
- Past Speakers:
- Molly Hill – VP, Consumer & Market Insights, Starbucks
- David Boyle – Data & Insights Consultant, BBC
- Tom Rapsas – VP, Data Science, Ipsos
- Sarah Schmidt – Director of Market Intelligence, Rogers Communications
- Michael Lieberman – Founder, Multivariate Solutions
Learn More: North American Data & Insights Conference Website
Future of Consumer Intelligence Conference
Summary: This event is forward-looking, examining how emerging technologies like AI, VR, and big data are shaping the future of consumer intelligence. Its uniqueness lies in its mix of technological insights, consumer behavior studies, and ethical discussions about data use, offering a comprehensive look at where consumer insights are headed.
- Past Speakers:
- Brian Solis – Digital Analyst & Futurist, Altimeter
- Kate Crawford – Senior Principal Researcher, Microsoft Research
- Jonah Berger – Marketing Professor, The Wharton School & Author of "Contagious"
- Fiona Blades – President & Chief Experience Officer, MESH Experience
- Dan Ariely – Professor of Psychology & Behavioral Economics, Duke University
Learn More: Future of Consumer Intelligence Conference Website
Canadian Market Insights Summit
Summary: The Canadian Market Insights Summit is dedicated to trends and challenges specific to the Canadian market. It offers unique regional perspectives on consumer behavior, digital engagement, and brand loyalty within Canada, making it ideal for those focusing on Canadian or North American consumer insights.
- Past Speakers:
- Susan Smith – Director of Market Research, RBC
- Daniel Lo – VP, Consumer Insights, Canadian Tire
- Lindsay Stewart – Senior Director of Insights, Bell Canada
- Jennifer Marley – Managing Partner, Sklar Wilton & Associates
- Tim Hughes – Head of Data Analytics, Telus
Learn More: Canadian Market Insights Summit Website
Customer Experience World (CEW)
Summary: CEW is a global event that connects market research with customer experience strategies. What makes it unique is its focus on practical case studies that link customer satisfaction metrics with broader business KPIs, offering concrete examples of how to apply research to enhance CX.
- Past Speakers:
- Ian Golding – Customer Experience Specialist & Author of "Customer What?"
- Clare Muscutt – Founder & CEO, CMXperience
- Alan Pennington – Founder, Customer Experience Mastery
- Colin Shaw – Founder & CEO, Beyond Philosophy
- Jo Boswell – Founder, Sentio-B
Learn More: Customer Experience World Website
Advanced Research Techniques (ART) Forum
Summary: ART is a highly specialized event focusing on the statistical and methodological aspects of market research. What sets it apart is its deep dive into advanced methodologies, including conjoint analysis, segmentation, and machine learning applications in research, making it ideal for those with a strong analytical background.
- Past Speakers:
- Dr. Paul E. Green – Professor Emeritus, The Wharton School & Pioneer in Conjoint Analysis
- Vithala Rao – Professor, Johnson Graduate School of Management, Cornell University
- Dr. Bryan Orme – President, Sawtooth Software
- Dr. John Hauser – Kirin Professor of Marketing, MIT Sloan School of Management
- Angela Lee – Director of Research, GfK
Learn More: ART Forum Website
Shopper Insights & Engagement Conference
Summary: This conference stands out by focusing on how insights can drive shopper engagement both in-store and online. It includes sessions on path-to-purchase analytics, consumer psychology, and the impact of omnichannel retail on shopper behavior, offering a complete view of how insights can transform the shopping experience.
- Past Speakers:
- Phil Lempert – Consumer Analyst & "Supermarket Guru"
- Emily Callahan – Director of Shopper Insights, Target
- Brian Gildenberg – Chief Knowledge Officer, Retail Insights
- Carla Johnson – Marketing & Shopper Engagement Expert
- Peter Hoyt – CEO & Executive Director, Path to Purchase Institute
Learn More: Shopper Insights & Engagement Conference Website
Digital Insight Show
Summary: The Digital Insight Show is unique in its emphasis on using digital tools and platforms to gather consumer insights. It features sessions on social media listening, online communities, and digital ethnography, making it ideal for those focused on digital transformation in research practices.
- Past Speakers:
- Tom Webster – Senior VP, Edison Research
- Alex Wheatley – Insights Innovation Lead, Lightspeed Research
- Kristof De Wulf – CEO, InSites Consulting
- Elina Halonen – Partner, Square Peg Insight
- Thor Olof Philogène – CEO, Stravito
Learn More: Digital Insight Show Website
AI in Market Research Summit
Summary: This summit is dedicated entirely to the application of artificial intelligence in market research. It explores AI-powered tools for data collection, analysis, and predictive insights. What makes it unique is its focus on practical AI applications and the ethical considerations of using AI in consumer data collection.
- Past Speakers:
- Dr. Ravi Kalakota – Author & AI Specialist
- Kristin Luck – Founder, ScaleHouse & Advisor, ESOMAR
- Dr. Hamsa Bastani – Assistant Professor, Operations, Information & Decisions, Wharton School
- Pete Foley – Behavioral Science Expert & Consultant
- Aarti Kapoor – CEO, AI for Insights
Learn More: AI in Market Research Summit Website
Ethnographic Praxis in Industry Conference (EPIC)
Summary: EPIC is a unique event dedicated to ethnographic research and its application in industry settings. It explores how deep cultural insights can inform business decisions, providing attendees with methodologies for conducting ethnography and case studies on how ethnographic insights drive innovation.
- Past Speakers:
- Tricia Wang – Global Technology Ethnographer & Co-Founder, Sudden Compass
- Simon Roberts – Founder, Stripe Partners
- Natalie Hanson – Principal, ZS Associates
- Ken Anderson – Ethnographic Researcher & Senior Research Fellow, Intel
- Sarah Pink – Professor, Monash University & Expert in Digital Ethnography
Learn More: EPIC Website
Innovation in Qualitative Research Conference
Summary: This conference is centered on pushing the boundaries of qualitative research. It’s unique for its focus on innovative methodologies such as mobile ethnography, visual storytelling, and using augmented reality in qualitative studies. It provides an experimental space for researchers eager to apply creative approaches to qualitative insight generation.
- Past Speakers:
- Karen Lynch – Director, Qualitative Insights, Google
- Anne Marie O'Connor – Global Head of Qualitative, Kantar
- Ricardo Lopez – Founder & Principal, Hispanic Research Inc.
- Dr. Sam Ladner – Senior UX Researcher, Workday
- Jamin Brazil – Co-Founder, HubUX & Host of Happy Market Research Podcast
Learn More: Innovation in Qualitative Research Conference Website
Technology-Driven Market Research Summit
Summary: Focused on the intersection of technology and market research, this event showcases the latest digital tools transforming insights collection. It’s unique for featuring hands-on demos and case studies of tools such as virtual reality surveys, AI-driven analytics, and blockchain for data privacy.
- Past Speakers:
- Lenny Murphy – Executive Editor, GreenBook
- Annie Pettit – Chief Research Officer, E2E Research
- Jon Puleston – VP of Innovation, Kantar
- Jessica Long – Digital Insights Manager, Accenture
- Dr. Paul Ekman – Founder, Paul Ekman Group & Expert in Emotional Intelligence
Learn More: Technology-Driven Market Research Summit Website
Financial Services Market Research Conference
Summary: A niche event focusing specifically on the challenges and trends in market research for financial services. It stands out by covering topics like consumer financial literacy, trust in financial brands, and the impact of digital banking, offering unique insights into the financial sector.
- Past Speakers:
- Mark Pasternak – Head of Market Research, GSK
- Tara Stewart – VP of Market Research, Bayer Pharmaceuticals
- Jeremy Smith – Market Research Manager, AstraZeneca
Consumer Behavior in a Digital Age Conference
Summary: This event provides a unique focus on how consumer behavior has evolved with the advent of digital technologies, particularly social media and e-commerce. It includes sessions on digital ethnography, mobile-first research techniques, and the changing dynamics of online shopping behaviors. The conference aims to help researchers understand and adapt to new digital consumption patterns.
- Past Speakers:
- Dr. BJ Fogg – Behavior Scientist & Director, Stanford Behavior Design Lab
- Dr. Donna Hoffman – Professor of Marketing, George Washington University
- Dr. Mike Norton – Professor, Harvard Business School
- Jessica Liu – Principal Analyst, Forrester Research
- Liraz Margalit – Consumer Psychologist & Head of Behavioral Research, ClickTale
Learn More: Consumer Behavior in a Digital Age Conference Website
Future Insights & Trends Conference
Summary: Focused on predicting future trends in consumer behavior and market research techniques, this conference is uniquely aimed at foresight and trend analysis. Attendees gain access to workshops and sessions that train them in identifying emerging trends and utilizing these insights for strategic planning. It is ideal for those looking to stay ahead of consumer trends.
- Past Speakers:
- Rohit Bhargava – Founder, Non-Obvious Company & Author of "Non-Obvious Trends"
- Marian Salzman – Senior Vice President, Global Communications, Philip Morris International
- Jeremy Gutsche – CEO, Trend Hunter
- Lucie Greene – Trend Forecaster & Founder, Light Years
- David Mattin – Founder, New World Same Humans
Learn More: Future Insights & Trends Conference Website
Qualitative Research at Scale Summit
Summary: This summit addresses the challenge of scaling qualitative research methodologies. It stands out by providing insights into technology-driven approaches to scale, such as text analytics and AI-driven qualitative analysis. Attendees can learn about how automation and technology can help scale qualitative insights without losing depth.
- Past Speakers:
- Dr. Samantha King – Director of Qualitative Insights, Ipsos
- Rick Weiers – Global Head of Qualitative, GfK
- Michaela Mora – Founder, Relevant Insights
- Steve August – CEO, Augmented Insights
- Anna Peters – Qualitative Lead, Flamingo Group
Learn More: Qualitative Research at Scale Summit Website
Cultural Insights Forum
Summary: The Cultural Insights Forum is focused on understanding consumer behavior through the lens of culture. It is unique in its emphasis on cross-cultural research methodologies, cultural trends, and the impact of culture on consumer preferences. Sessions include ethnographic studies and discussions about the role of culture in shaping brand perception.
- Past Speakers:
- Dr. Grant McCracken – Cultural Anthropologist & Author
- Cindy Gallop – Founder & CEO, MakeLoveNotPorn
- Emmanuel Probst – Global Lead, Brand Thought-Leadership, Ipsos & Author of "Brand Hacks"
- Erwan Rambourg – Author of "Future Luxe"
- Feyi Olubodun – Author & CEO, Open Squares Consulting
Learn More: Cultural Insights Forum Website
Latin American Shopper Insights Conference
Summary: Focused specifically on the Latin American retail landscape, this conference provides insights into shopper behaviors and retail dynamics within the region. It stands out due to its emphasis on cultural nuances and regional market challenges that influence shopper decision-making. Case studies and regional experts provide valuable perspectives for professionals working in Latin American markets.
- Past Speakers:
- Maria Silva – Head of Shopper Insights, Nestlé Brazil
- Juan Lopez – Director of Market Research, Walmart Latin America
- Carolina Paredes – Senior Shopper Insights Manager, Unilever Latin America
- Fernando Alvarez – Retail Strategist, Grupo Éxito
- Lorena Gutiérrez – Insights & Analytics Director, The Coca-Cola Company
Learn More: Latin American Shopper Insights Conference Website
Customer Journey Mapping & Insights Workshop
Summary: A workshop-style event focused on developing practical customer journey maps using research insights. What makes it unique is the hands-on approach to creating and analyzing customer journey maps, with experts guiding participants through the process from start to finish, ensuring attendees leave with actionable tools.
- Past Speakers:
- Annette Franz – Founder & CEO, CX Journey Inc.
- Jeanne Bliss – Founder & CEO, CustomerBliss
- Jim Tincher – Mapper-in-Chief, Heart of the Customer
- Kerry Bodine – Customer Experience Expert & Author of "Outside In"
- Richard Shapiro – Founder, The Center for Client Retention
Learn More: Customer Journey Mapping & Insights Workshop Website
Consumer Diversity & Inclusion Research Conference
Summary: This event is dedicated to understanding the diversity of consumer experiences and how inclusion impacts consumer behavior. It stands out for its focus on marginalized communities and inclusive research methodologies. Sessions provide insights into the challenges and opportunities of researching diverse populations.
- Past Speakers:
- Dr. Kevin Nadal – Professor of Psychology, John Jay College of Criminal Justice & Author of "Microaggressions in Everyday Life"
- Alexis McGill Johnson – President & CEO, Planned Parenthood
- Crystal Washington – Futurist & Technology Strategist
- Karen Hawkins – Co-Founder & Publisher, Rebellious Magazine for Women
- Gustavo Razzetti – CEO, Fearless Culture
Learn More: Consumer Diversity & Inclusion Research Conference Website
Global Sports & Entertainment Market Research Summit
Summary: This summit is dedicated to market research in the sports and entertainment industries. It stands out for its emphasis on fan engagement, sponsorship ROI, and understanding audience preferences. The event features case studies from major sports teams and entertainment brands, making it ideal for those working in these industries.
- Past Speakers:
- Matt Rogan – Co-Founder, Two Circles
- Amy Brooks – Chief Innovation Officer, NBA
- Steve Madincea – Managing Partner, Fantastec
- Melissa Brenner – EVP, Digital Media, NBA
- Nick Horbaczewski – CEO, Drone Racing League
Learn More: Global Sports & Entertainment Market Research Summit Website
Retail & Shopper Insights Expo
Summary: This expo is dedicated to providing insights into shopper behavior and retail activation. It stands out for its comprehensive coverage of both in-store and online retail environments, with sessions on omnichannel shopper behavior, point-of-sale analytics, and retail innovation trends.
- Past Speakers:
- Phil Lempert – Retail Analyst & "Supermarket Guru"
- Sarah Gleason – Senior Director of Shopper Insights, Target
- David Ciancio – Senior Customer Strategist, dunnhumby
- Michelle Evans – Head of Retail Research, Euromonitor International
- Stephen Rector – Founder & President, Bakertown Consulting
Learn More: Retail & Shopper Insights Expo Website
Consumer Sentiment Analysis Summit
Summary: This summit focuses on measuring and analyzing consumer sentiment. It is unique for its emphasis on using natural language processing, text analytics, and social media listening to understand consumer feelings toward brands, products, and services. The event is ideal for those looking to deepen their sentiment analysis capabilities.
- Past Speakers:
- Dr. Rosalind Picard – Founder & Director, Affective Computing Research, MIT Media Lab
- Bruce Temkin – Customer Experience Transformist, Qualtrics
- Tom Webster – SVP, Edison Research
- Dr. Bin Gu – Professor of Information Systems, Arizona State University
- Sarah Harmon – Head of Social Listening, LinkedIn
Learn More: Consumer Sentiment Analysis Summit Website
Future of Qualitative Insights Summit
Summary: This summit explores the evolving landscape of qualitative research, focusing on integrating digital tools into qualitative methods. It stands out for its emphasis on new qualitative tools, such as online focus groups, mobile diaries, and the use of AI for qualitative data analysis.
- Past Speakers:
- Rick Weiers – Global Head of Qualitative, GfK
- Susan Abbott – Founder, Abbott Research & Consulting
- Janine Mitzner – Qualitative Research Director, Ipsos MORI
- Marcus Andersson – CEO, Insight Research Group
- Liz Van Patten – Senior Consultant, Egg Strategy
Learn More: Future of Qualitative Insights Summit Website
Global Consumer Trends & Foresight Forum
Summary: Focused on predicting and preparing for future consumer trends, this forum stands out due to its forward-looking approach. It combines trend analysis, expert panel discussions, and workshops designed to equip attendees with the skills needed to anticipate and respond to upcoming shifts in consumer behavior.
- Past Speakers:
- Rohit Bhargava – Founder, Non-Obvious Company & Author of "Non-Obvious Trends"
- Henry Mason – Managing Director, TrendWatching
- Marian Salzman – Senior Vice President, Global Communications, Philip Morris International
- Lucie Greene – Trend Forecaster & Founder, Light Years
- David Mattin – Founder, New World Same Humans
Learn More: Global Consumer Trends & Foresight Forum Website
Innovation in Data Collection Conference
Summary: This event focuses on the latest methods in data collection, particularly the integration of technology to improve efficiency and accuracy. It stands out for its focus on new tools and technologies, such as passive data collection, geolocation, and wearables, which are reshaping how data is gathered.
- Past Speakers:
- Ray Poynter – Chief Research Officer, Potentiate
- Kristin Luck – Founder, ScaleHouse & Advisor, ESOMAR
- Mike Stevens – Founder, Insight Platforms
- Annie Pettit – Chief Research Officer, E2E Research
- Dr. Steven Struhl – Author of "Practical Text Analytics"
Learn More: Innovation in Data Collection Conference Website
Text Analytics in Market Research Summit
Summary: A summit dedicated to the application of text analytics in market research. It is unique for its focus on turning unstructured data from surveys, social media, and reviews into actionable insights. Sessions include natural language processing, sentiment analysis, and best practices for handling text data.
- Past Speakers:
- Dr. Claudia Perlich – Chief Scientist, Dstillery
- Anil Kaul – CEO, Absolutdata
- Matthew Zajechowski – Head of Content & Insights, Digital Third Coast
- Michele Goetz – Principal Analyst, Forrester
- Joseph Ellis – VP of Text Analytics, Lexalytics
Learn More: Text Analytics in Market Research Summit Website
Retail Trends & Consumer Insights Conference
Summary: This event focuses on understanding retail trends through consumer insights. It stands out for its emphasis on the post-pandemic retail landscape, including changes in shopper behavior, the rise of e-commerce, and omnichannel experiences. It is particularly valuable for those in retail market research.
- Past Speakers:
- Michelle Evans – Head of Retail Research, Euromonitor International
- Brian Gildenberg – Retail Expert & Former Chief Knowledge Officer, Kantar
- Emily Callahan – Director of Shopper Insights, Target
- Sarah Gleason – Director of Consumer Insights, Walmart
- Marcus Osborne – Vice President of Health Transformation, Walmart
Learn More: Retail Trends & Consumer Insights Conference Website
Market Research in Emerging Markets Conference
Summary: A conference dedicated to conducting market research in emerging markets. It stands out for its focus on the unique challenges and opportunities presented by these markets, such as data scarcity, cultural differences, and economic volatility. It provides a practical guide for navigating emerging market research.
- Past Speakers:
- Neeraj Tandon – Head of Consumer Insights, Tata Group
- Ana Sofia Arredondo – Senior Director, Nielsen Latin America
- Ritesh Kumar – Managing Director, Kantar South Asia
- Mariam Mohamed – Director of Market Insights, Emirates Airlines
- Dr. Funke Oduwole – Lead Research Analyst, Africa Insights
Learn More: Market Research in Emerging Markets Conference Website
Latin America Market Research Conference
Summary: This event is specifically tailored to insights professionals operating in or interested in Latin American markets. Its uniqueness lies in its focus on cultural differences, market trends, and regulatory challenges specific to Latin America, providing an in-depth look at conducting market research across this diverse region.
- Past Speakers:
- María Fernanda Romero – Director of Insights, Grupo Bimbo
- Carlos García – CEO, Netquest
- Ana Lucia Solís – Market Research Director, Coca-Cola FEMSA
- Juan Pablo Rincón – Head of Consumer Insights, MercadoLibre
- Cecilia Paredes – VP, Consumer and Market Insights, Unilever Latin America
Learn More: Latin America Market Research Conference Website
European Data & Insights Conference
Summary: This conference provides a uniquely European perspective on data-driven insights, discussing GDPR compliance, cultural differences, and the evolving landscape of consumer data in Europe. It’s particularly valuable for those conducting multi-country studies within Europe.
- Past Speakers:
- Finn Raben – Director General, ESOMAR
- Anouk Willems – Senior Director, InSites Consulting
- Dr. Bart de Langhe – Associate Professor of Marketing, ESADE Business School
- Andrej Millenaar – Head of Market Insights, Philips
- Marion Debruyne – Dean, Vlerick Business School
Learn More: European Data & Insights Conference Website
Consumer Trends Forum
Summary: This event focuses on identifying and analyzing emerging consumer trends. It is unique for its predictive focus, offering data-driven insights into where consumer behaviors are heading and how businesses can prepare for these shifts. Sessions include trend analysis workshops and panel discussions with industry experts.
- Past Speakers:
- Faith Popcorn – Futurist & CEO, BrainReserve
- Matt Klein – Cultural Strategist, Sparks & Honey
- Lucie Greene – Trend Forecaster & Founder, Light Years
- Henry Mason – Managing Director, TrendWatching
- Andrea Bell – Director of Consumer Insights, WGSN
Learn More: Consumer Trends Forum Website
Global Youth Insights Conference
Summary: This conference uniquely targets insights into youth markets, focusing on Gen Z and millennial behaviors. It offers insights into cultural trends, digital consumption, and brand perceptions among younger demographics, providing a platform for brands looking to engage with younger consumers.
- Past Speakers:
- Dr. Jean Twenge – Author of "iGen" & Professor of Psychology, San Diego State University
- Eliza Filby – Generations Expert & Historian
- Ziad Ahmed – CEO, JUV Consulting
- Mark Adams – Senior Vice President of Innovation, Vice Media
- Julia Izmalkowa – Founder, IZMAŁKOWA Consulting
Learn More: Global Youth Insights Conference Website
Financial Services Market Research Conference
Summary: A niche event focusing specifically on the challenges and trends in market research for financial services. It stands out by covering topics like consumer financial literacy, trust in financial brands, and the impact of digital banking, offering unique insights into the financial sector.
- Past Speakers:
- Mark Pasternak – Head of Market Research, GSK
- Tara Stewart – VP of Market Research, Bayer Pharmaceuticals
- Jeremy Smith – Market Research Manager, AstraZeneca
- Dr. Margaret Wright – Financial Behavior Researcher, University of Toronto
- John Taylor – VP, Client Insights, TD Bank
Learn More: Financial Services Market Research Conference Website
International Social & Opinion Research Conference
Summary: This event is focused on social research and public opinion, with a strong emphasis on methodologies that address social issues, policy impact, and public engagement. It’s unique in combining both public sector and academic perspectives on how opinion research can inform policy and drive social change.
- Past Speakers:
- Dr. Robert Shapiro – Professor of Political Science, Columbia University
- Claire Durand – Professor, Université de Montréal & Former President of WAPOR
- John Curtice – Political Analyst & Professor, University of Strathclyde
- Sara Hobolt – Professor, London School of Economics
- Marta Tyszka – Senior Researcher, Pew Research Center
Learn More: International Social & Opinion Research Conference Website
Data Visualization & Insights Storytelling Conference
Summary: This conference stands out due to its focus on how to effectively communicate research findings through data visualization. It provides hands-on workshops on visual storytelling, dashboard design, and the use of infographics to make research insights more accessible to stakeholders.
- Past Speakers:
- Cole Nussbaumer Knaflic – Author of "Storytelling with Data"
- Alberto Cairo – Professor of Visual Journalism, University of Miami
- Stephanie Evergreen – Author & Data Visualization Consultant
- Randy Krum – Founder, InfoNewt & Author of "Cool Infographics"
- Naomi Robbins – Author of "Creating More Effective Graphs"
Learn More: Data Visualization & Insights Storytelling Conference Website
Middle East & North Africa Insights Summit
Summary: This summit is uniquely focused on market research trends and cultural insights specific to the MENA region. It features local case studies and sessions on how to navigate cultural sensitivities in research, offering deep insights for professionals working in or entering the MENA market.
- Past Speakers:
- Dr. Hanan Alsafar – Head of Consumer Insights, Arla Foods MENA
- Mohamed El Said – Senior Research Director, Ipsos MENA
- Rania Badr – Head of Market Research, Nestlé Middle East
- Samer Sidhom – Consumer Insights Manager, Unilever Gulf
- Amal Haddad – Market Research Lead, Almarai
Learn More: MENA Insights Summit Website
Corporate Sustainability Insights Conference
Summary: This event is focused on how market research can support corporate sustainability initiatives. What makes it unique is its emphasis on understanding consumer attitudes towards sustainability and translating these insights into actionable business strategies. Sessions cover environmental attitudes, corporate responsibility, and aligning brand values with consumer expectations.
- Past Speakers:
- Andrew Winston – Author of "Net Positive" & Sustainability Consultant
- Dr. Sally Uren – CEO, Forum for the Future
- Catherine Howarth – CEO, ShareAction
- Jeffrey Hollender – Co-Founder, Seventh Generation & Co-CEO, American Sustainable Business Council
- Rebecca Marmot – Chief Sustainability Officer, Unilever
Learn More: Corporate Sustainability Insights Conference Website
AI-Driven Market Insights Summit
Summary: The AI-Driven Market Insights Summit is unique for its dedicated focus on how artificial intelligence is transforming data collection, analysis, and insight generation in market research. This event provides case studies from companies successfully using AI to gain deeper consumer insights, as well as hands-on workshops for implementing AI-driven tools in everyday research workflows.
- Past Speakers:
- Dr. Anastasia Lauterbach – AI Expert & CEO, 1AU-Ventures
- Kristin Luck – Founder, ScaleHouse & Advisor, ESOMAR
- Ken Roberts – CEO, Forethought Research
- Rachael Record – Head of Data Science, Zappi
- Ben Goertzel – CEO, SingularityNET
Learn More: AI-Driven Market Insights Summit Website
Virtual Communities & Panels Conference
Summary: This event is focused on the use of online communities and research panels as data collection methods. It stands out due to its comprehensive exploration of best practices in building and maintaining effective panels and communities, emphasizing participant engagement and data quality. The conference is ideal for those wanting to leverage online panels to gain authentic consumer insights.
- Past Speakers:
- Andrew Reid – Founder, Rival Technologies
- Julie Paul – EVP of Global Panels, Dynata
- Claudia Rodriguez – Head of Community Insights, LEGO Group
- Patrick Comer – CEO, Lucid
- Jenny Karubian – Founder, Ready to Launch Research
Learn More: Virtual Communities & Panels Conference Website
Brand Trust & Loyalty Insights Forum
Summary: This forum uniquely emphasizes the role of consumer trust and brand loyalty within the market research spectrum. Attendees will explore methods for measuring and enhancing brand loyalty, including emotional drivers and the psychology behind consumer trust. The forum features real-life case studies demonstrating successful loyalty programs and how market research informed their strategies.
- Past Speakers:
- Kevin Lane Keller – Professor of Marketing, Tuck School of Business
- Susan Fournier – Dean, Questrom School of Business, Boston University
- Heidi Zak – Co-CEO, ThirdLove
- David Edelman – CMO, Aetna
- Nick Cooper – Global Head of Brand, Millward Brown
Learn More: Brand Trust & Loyalty Insights Forum Website
The Marketing Research Expo (MRE)
Summary: MRE is an all-encompassing event featuring a large exhibition area where the latest research tools, services, and technologies are presented. The uniqueness of MRE lies in its hands-on experience opportunities, allowing participants to test and experience cutting-edge market research solutions. The event also offers educational sessions aimed at practical implementation.
- Past Speakers:
- Stan Sthanunathan – Former EVP, Consumer & Market Insights, Unilever
- Fiona Blades – President & Chief Experience Officer, MESH Experience
- Kevin Keane – Co-Founder & CEO, Brainsights
- Melissa Perri – CEO, Produx Labs & Author of "Escaping the Build Trap"
- Jeff Fromm – Partner, FutureCast & Co-Author of "Marketing to Gen Z"
Learn More: Marketing Research Expo Website
European Pharma Market Insights Conference
Summary: This conference is uniquely tailored for European pharmaceutical market researchers. It provides insight into the challenges of healthcare compliance, patient engagement, and navigating regional regulations. The event features region-specific case studies, making it particularly valuable for those operating within the European healthcare sector.
- Past Speakers:
- Dr. Hans Müller – Head of Market Insights, Bayer AG
- Claire Dalton – Director of Market Research, GSK Europe
- Olivier Dupont – Chief Market Analyst, Sanofi
- Anna Svensson – Consumer Insights Manager, AstraZeneca
- Marco Russo – VP, Insights & Analytics, Roche
Learn More: European Pharma Market Insights Conference Website
Shopper Marketing & Retail Research Expo
Summary: This expo is dedicated to understanding the shopper journey from insight to action. It stands out for its emphasis on combining shopper marketing and retail research, covering topics like in-store behavior, retail activation, and the influence of digital tools on shopper decision-making. The event is particularly suited for professionals involved in both marketing and research roles within retail.
- Past Speakers:
- Michael Solomon – Consumer Behavior Expert & Author of "Consumer Behavior: Buying, Having, and Being"
- Carla Ferrara – Senior Director of Shopper Marketing, Procter & Gamble
- Brian Gildenberg – Retail Expert & Former Chief Knowledge Officer, Kantar
- Erika Sirimanne – Director of Retail Insights, Euromonitor International
- Peter Hoyt – CEO, Path to Purchase Institute
Learn More: Shopper Marketing & Retail Research Expo Website
Data Ethics & Privacy in Market Research Summit
Summary: This summit is dedicated to the critical issues of data ethics and privacy in the market research industry. What makes it unique is its focus on GDPR compliance, ethical data usage, and maintaining trust with research participants. It includes expert-led sessions on how to implement ethical practices in market research projects.
- Past Speakers:
- Dr. Ann Cavoukian – Former Information & Privacy Commissioner of Ontario & Creator of Privacy by Design
- David Birch – Global Ambassador, Consult Hyperion
- Sarah Clarke – Data Privacy Consultant, Infospectives
- Finn Raben – Director General, ESOMAR
- Helen Dixon – Data Protection Commissioner, Ireland
Learn More: Data Ethics & Privacy Summit Website
Sensory & Product Research Symposium
Summary: This symposium is focused on sensory research and its application to product development. It stands out due to its hands-on sensory testing workshops and case studies on how sensory data is integrated into product innovation. The symposium provides a detailed exploration of how sensory insights can help brands create better products.
- Past Speakers:
- Dr. Herbert Stone – Co-Founder, Sensory Evaluation Consultant
- Joanne Hort – Professor of Sensory Science, University of Nottingham
- Julia Coney – Wine & Product Sensory Consultant
- Christian Von Mogel – Director of Consumer Insights, Impossible Foods
- Karen Page – Author & Food Consultant
Learn More: Sensory & Product Research Symposium Website
Predictive Customer Intelligence Summit
Summary: The Predictive Customer Intelligence Summit is unique in its focus on using predictive analytics to anticipate customer needs and behaviors. It explores machine learning, AI, and predictive modeling as tools to enhance customer intelligence. This event is ideal for those looking to leverage advanced analytics to gain a proactive understanding of consumer behavior.
- Past Speakers:
- Eric Siegel – Founder, Predictive Analytics World & Author of "Predictive Analytics"
- Dr. Kim Larsen – VP of Data Science, AT&T
- Tamara Gruzbarg – Senior Director of Customer Analytics, Jet.com
- John Elder – Founder, Elder Research
- Dr. Claudia Perlich – Chief Scientist, Dstillery
Learn More: Predictive Customer Intelligence Summit Website
Green & Sustainable Market Research Conference
Summary: This conference is dedicated to understanding the intersection of sustainability and market research. Its uniqueness lies in its focus on green consumer behaviors, how sustainability impacts brand loyalty, and the use of research to drive corporate sustainability initiatives. It features case studies from brands leading in sustainability.
- Past Speakers:
- Andrew Winston – Author of "The Big Pivot" & Sustainability Expert
- Kate Brandt – Chief Sustainability Officer, Google
- Oliver Balch – Sustainability Journalist & Author
- Sanda Ojiambo – CEO & Executive Director, UN Global Compact
- Dr. Leyla Acaroglu – Founder, Disrupt Design & Circular Economy Expert
Learn More: Green & Sustainable Market Research Conference Website
Global Research Technology & Innovation Conference
Summary: This conference highlights the latest technologies transforming the research industry. It is unique for its tech-focused agenda, including discussions on blockchain, AI, and VR in research. The event provides attendees with hands-on experiences with new technologies, making it ideal for tech-savvy researchers looking to innovate.
- Past Speakers:
- Lenny Murphy – Executive Editor, GreenBook
- Annie Pettit – Chief Research Officer, E2E Research
- Mike Stevens – Founder, Insight Platforms
- Kristin Luck – Founder, ScaleHouse & Advisor, ESOMAR
- Greg Archibald – CEO, OpinionRoute
Learn More: Global Research Technology & Innovation Conference Website
Data Integration & Multi-Source Insights Summit
Summary: Focused on integrating multiple data sources to create cohesive insights, this summit is unique for its emphasis on data fusion techniques, such as combining primary research data with secondary data and big data. Sessions include practical applications of data integration and how to create a holistic view of consumer behavior.
- Past Speakers:
- Dr. Gary King – Director of the Institute for Quantitative Social Science, Harvard University
- Asha Sharma – Chief Data Officer, L'Oréal
- Steve Phillips – CEO, Zappi
- Cathy O'Neil – Author of "Weapons of Math Destruction"
- Sean Bruich – VP of Measurement & Insights, Pinterest
Learn More: Data Integration & Multi-Source Insights Summit Website
Financial Consumer Behavior Forum
Summary: A niche forum focused specifically on consumer behavior within the financial services sector. It stands out by covering topics such as consumer trust, financial decision-making, and the impact of financial technology on consumer behavior. The forum is ideal for professionals involved in financial services research.
- Past Speakers:
- Dr. Annamaria Lusardi – Professor of Economics, The George Washington University & Expert in Financial Literacy
- Tim Spence – CEO, Fifth Third Bank
- Martha King – Head of Client Insights, Vanguard
- Daniel Egan – Director of Behavioral Finance, Betterment
- Kristin Lemkau – CEO, U.S. Wealth Management, JPMorgan Chase
Learn More: Financial Consumer Behavior Forum Website
Digital Transformation & Consumer Insights Conference
Summary: This conference focuses on how digital transformation is reshaping consumer insights collection. It stands out for its emphasis on digital-first methodologies, the impact of social media, and using digital tools for faster, real-time consumer insights. The event is ideal for those looking to adapt their research strategies to a digital-first world.
- Past Speakers:
- Brian Solis – Digital Analyst & Futurist, Altimeter
- Jessica Long – Global Digital Insights Leader, Accenture
- Michael McQueen – Futurist & Trend Forecaster
- Charlotte Williams – Head of Social Insights, LEGO Group
- David Boyle – Insights Advisor, BBC
Learn More: Digital Transformation & Consumer Insights Conference Website
Academic Market Research Conference
Summary: This conference is unique in its focus on bridging the gap between academic research and industry practice. It features presentations from leading academics on methodological advancements and their application in commercial research, providing a unique space for collaboration between academia and the market research industry.
- Past Speakers:
- Dr. Duncan Watts – Professor of Operations, Information, and Decisions, The Wharton School
- Dr. Barbara Mellers – Professor of Psychology, University of Pennsylvania
- Dr. Paul Bloom – Professor of Psychology, University of Toronto
- Dr. Eric Bradlow – Vice Dean of Analytics, The Wharton School
- Dr. Sarah Tashjian – Behavioral Scientist & Researcher, Caltech
Learn More: Academic Market Research Conference Website
Cross-Cultural Research Conference
Summary: Focused on conducting research across multiple cultures, this conference is unique in its emphasis on understanding and overcoming cultural biases in research. Sessions include best practices for translating surveys, adapting methodologies, and accounting for cultural differences in consumer behavior.
- Past Speakers:
- Dr. Fons Trompenaars – Expert in Cross-Cultural Communication & Author of "Riding the Waves of Culture"
- David Livermore – President, Cultural Intelligence Center & Author of "Leading with Cultural Intelligence"
- Pauline Brown – Head of Cultural Insights, Coca-Cola
- Anil Kumar – VP, Global Research, Nielsen
- Lucy Davison – Managing Director, Keen as Mustard Marketing
Learn More: Cross-Cultural Research Conference Website
B2B Market Research & Insights Conference
Summary: A unique conference focused specifically on B2B market research, covering topics such as business buyer behavior, account-based marketing insights, and the challenges of researching niche industries. The conference provides practical guidance for conducting B2B research that drives business outcomes.
- Past Speakers:
- Bob Liodice – CEO, Association of National Advertisers (ANA)
- Kate Bullis – Managing Partner, SEBA International
- Jon Miller – Chief Marketing Officer, Demandbase
- Carla Johnson – Marketing & Innovation Strategist
- Michael Brenner – CEO, Marketing Insider Group
Learn More: B2B Market Research & Insights Conference Website
Mobile Market Research Conference
Summary: This event is dedicated to the use of mobile technology in market research. It stands out for its focus on mobile survey methodologies, app-based research, and mobile ethnography, providing attendees with practical insights into conducting research on the go.
- Past Speakers:
- Ray Poynter – Chief Research Officer, Potentiate
- Dr. Nick Langeveld – Head of Mobile Insights, SurveyMonkey
- Nikki Lavoie – Founder, MindSpark Research International
- Matt Kleinschmit – CEO, Reach3 Insights
- Anwar Khalil – CEO, Research Panel Asia
Learn More: Mobile Market Research Conference Website
Global Consumer Trends & Foresight Forum
Summary: Focused on predicting and preparing for future consumer trends, this forum stands out due to its forward-looking approach. It combines trend analysis, expert panel discussions, and workshops designed to equip attendees with the skills needed to anticipate and respond to upcoming shifts in consumer behavior.
- Past Speakers:
- Rohit Bhargava – Founder, Non-Obvious Company & Author of "Non-Obvious Trends"
- Henry Mason – Managing Director, TrendWatching
- Marian Salzman – Senior Vice President, Global Communications, Philip Morris International
- Lucie Greene – Trend Forecaster & Founder, Light Years
- David Mattin – Founder, New World Same Humans
Learn More: Global Consumer Trends & Foresight Forum Website
Advertising Research & Effectiveness Summit
Summary: This summit is focused on understanding the effectiveness of advertising campaigns through market research. It stands out for its emphasis on ad testing methodologies, measuring campaign ROI, and exploring the psychology behind ad effectiveness. It’s particularly useful for researchers looking to prove the value of advertising investments.
- Past Speakers:
- Dr. Robert Heath – Author of "The Hidden Power of Advertising"
- Orlando Wood – Chief Innovation Officer, System1 Group
- Karen Nelson-Field – CEO, Amplified Intelligence
- Les Binet – Group Head of Effectiveness, adam&eveDDB
- Kate Hartley – Co-Founder, Polpeo & Author of "Communicate in a Crisis"
Learn More: Advertising Research & Effectiveness Summit Website
Social Media Insights & Listening Conference
Summary: A conference dedicated to gathering insights from social media platforms. What makes it unique is its focus on social listening, content analysis, and understanding online communities. Attendees can learn best practices for leveraging social media data to inform marketing strategies.
- Past Speakers:
- Jay Baer – Marketing Consultant & Author of "Hug Your Haters"
- Mari Smith – Premier Facebook Marketing Expert
- Dr. Jillian Ney – Digital Behavioral Scientist & Founder, The Social Intelligence Lab
- Brian Solis – Digital Analyst & Futurist, Altimeter
- Will McInnes – Global CMO, Brandwatch
Learn More: Social Media Insights & Listening Conference Website
Millennial & Gen Z Market Research Forum
Summary: This forum is unique for its dedicated focus on understanding Millennial and Gen Z consumers. Sessions include insights into digital consumption, brand loyalty, and social values that drive younger demographics, providing brands with the tools they need to effectively engage these key consumer groups.
- Past Speakers:
- Jason Dorsey – President, The Center for Generational Kinetics
- Ziad Ahmed – CEO, JUV Consulting
- Lucie Greene – Trend Forecaster & Founder, Light Years
- Jonah Stillman – Co-Author of "Gen Z @ Work"
- Eliza Filby – Generations Expert & Historian
Learn More: Millennial & Gen Z Market Research Forum Website
Market Segmentation & Targeting Workshop
Summary: A workshop-style event focused on understanding market segmentation and targeting. It stands out for its hands-on approach, where attendees are guided through different segmentation methodologies, including demographic, psychographic, and behavioral segmentation, to better target their ideal customers.
- Past Speakers:
- Philip Kotler – Professor Emeritus, Kellogg School of Management & Author of "Marketing Management"
- Dr. Kevin Lane Keller – Professor of Marketing, Tuck School of Business
- Carla Johnson – Marketing & Innovation Strategist
- David Ogden – Lead Consultant, Segment Marketing Solutions
- Sarah Campbell – Head of Segmentation Research, Nielsen
Learn More: Market Segmentation & Targeting Workshop Website
Global Trends in Digital Consumer Research Conference
Summary: This conference is dedicated to exploring trends in digital consumer research on a global scale. It stands out for its coverage of global digital behavior, mobile-first research, and the differences in digital engagement across various markets. The event is ideal for those conducting cross-country digital research.
- Past Speakers:
- David Mattin – Founder, New World Same Humans
- Anouk Willems – Senior Director, InSites Consulting
- Tom Webster – Senior Vice President, Edison Research
- Kristof De Wulf – CEO, InSites Consulting
- Lucy Davison – Managing Director, Keen as Mustard Marketing
Learn More: Global Trends in Digital Consumer Research Conference Website
Data Science in Market Research Summit
Summary: This summit is focused on the intersection of data science and market research. It is unique for its emphasis on the practical application of machine learning, AI, and predictive modeling in the field of market research. It provides researchers with the tools to enhance their data capabilities.
- Past Speakers:
- Eric Siegel – Founder, Predictive Analytics World & Author of "Predictive Analytics"
- Dr. Claudia Perlich – Chief Scientist, Dstillery
- Jennifer Priestly – Professor of Data Science, Kennesaw State University
- Brian MacDonald – Data Scientist, ESPN
- Piyanka Jain – CEO, Aryng
Learn More: Data Science in Market Research Summit Website
Mobile Consumer Insights Conference
Summary: A conference that focuses specifically on mobile consumer insights. It stands out for its emphasis on mobile-first strategies, mobile ethnography, and understanding consumer behaviors through mobile devices. Sessions explore the latest mobile tools and their impact on consumer data.
- Past Speakers:
- Nikki Lavoie – Founder, MindSpark Research International
- Ray Poynter – Chief Research Officer, Potentiate
- Matt Kleinschmit – CEO, Reach3 Insights
- Kathy Chiarelli – Mobile Insights Director, Facebook
- Dr. Nick Langeveld – Head of Mobile Research, SurveyMonkey
Learn More: Mobile Consumer Insights Conference Website
Subscription Economy Insights Forum
Summary: This forum is dedicated to understanding the dynamics of the subscription economy. It stands out for its focus on consumer behavior related to subscription services, including motivations, churn analysis, and engagement strategies. It provides insights specifically valuable to companies operating in subscription-based business models.
- Past Speakers:
- Tien Tzuo – Founder & CEO, Zuora
- Robbie Kellman Baxter – Author of "The Membership Economy"
- Anne Janzer – Author & Subscription Business Strategist
- John Warrillow – Founder, The Value Builder System & Author of "The Automatic Customer"
- Patrick Campbell – CEO, ProfitWell
Learn More: Subscription Economy Insights Forum Website
Global Online Communities & Digital Panels Conference
Summary: This conference focuses on leveraging online communities and digital panels for research purposes. It stands out for its global perspective, exploring how cultural differences influence community participation and how to build thriving online panels across different regions.
- Past Speakers:
- Julie Paul – EVP of Global Panels, Dynata
- Kristof De Wulf – CEO, InSites Consulting
- Dave Carruthers – CEO, Voxpopme
- Debbie Senior – VP, Product Innovation, Toluna
- Jenny Karubian – Founder, Ready to Launch Research
Learn More: Global Online Communities & Digital Panels Conference Website
Neuro & Biometrics in Market Research Summit
Summary: This summit is dedicated to the use of neuroscience and biometrics in understanding consumer behavior. It stands out for its hands-on sessions on eye-tracking, galvanic skin response, and brainwave analysis, offering attendees a deep dive into how these technologies can enhance traditional research.
- Past Speakers:
- Dr. Carl Marci – Chief Neuroscientist, Nielsen Consumer Neuroscience
- Dr. Hilke Plassmann – Professor of Decision Neuroscience, INSEAD
- Rafal Ohme – Founder, NEUROHM & Expert in Emotional Brain Insights
- Heather Andrew – CEO, Neuro-Insight UK
- Thomas Zoëga Ramsøy – Founder & CEO, Neurons Inc.
Learn More: Neuro & Biometrics in Market Research Summit Website
Consumer Data Privacy & Security Conference
Summary: This conference focuses on consumer data privacy and the implications for market research. It stands out due to its coverage of regulations such as GDPR, best practices for ensuring data security, and maintaining trust with research participants. It’s ideal for researchers concerned about privacy compliance.
- Past Speakers:
- Helen Dixon – Data Protection Commissioner, Ireland
- Dr. Ann Cavoukian – Creator of Privacy by Design & Former Information & Privacy Commissioner of Ontario
- Trevor Hughes – CEO, International Association of Privacy Professionals (IAPP)
- Peter Fleischer – Global Privacy Counsel, Google
- Elizabeth Denham – Former UK Information Commissioner
Learn More: Consumer Data Privacy & Security Conference Website
Global Tourism & Travel Insights Conference
Summary: This conference is focused on insights within the tourism and travel sector. It stands out for its emphasis on traveler behaviors, destination preferences, and the impact of global events on travel trends. It features case studies from tourism boards and travel companies, providing valuable insights for those in the sector.
- Past Speakers:
- Taleb Rifai – Former Secretary-General, United Nations World Tourism Organization
- Gloria Guevara – President & CEO, World Travel & Tourism Council
- Anita Mendiratta – Special Advisor to the Secretary-General, UNWTO
- Dr. Ian Yeoman – Futurist & Tourism Expert
- Martin Craigs – Former CEO, Pacific Asia Travel Association (PATA)
Learn More: Global Tourism & Travel Insights Conference Website
Behavioral Insights for Product Development Summit
Summary: This summit is focused on how behavioral insights can drive product development. It is unique for its emphasis on the application of behavioral science to product design, including workshops on habit formation, user experience, and nudging techniques to influence product adoption.
- Past Speakers:
- Nir Eyal – Author of "Hooked: How to Build Habit-Forming Products"
- Dr. BJ Fogg – Director, Stanford Behavior Design Lab
- Tali Sharot – Cognitive Neuroscientist & Author of "The Influential Mind"
- Dr. Michael Hallsworth – Managing Director, Behavioral Insights Team North America
- Amy Bucher – Vice President of Behavior Change Design, Mad*Pow
Learn More: Behavioral Insights for Product Development Summit Website
Voice of the Customer Insights Conference
Summary: This conference is focused on gathering and analyzing Voice of the Customer (VoC) data. What makes it unique is its emphasis on direct customer feedback, CX metrics, and best practices for translating VoC into actionable insights to improve customer experience and drive business growth.
- Past Speakers:
- Annette Franz – Founder & CEO, CX Journey Inc.
- Bruce Temkin – Customer Experience Transformist, Qualtrics
- Jim Tincher – Mapper-in-Chief, Heart of the Customer
- Jeanne Bliss – Founder & CEO, CustomerBliss
- Matt Dixon – Author of "The Effortless Experience" & Chief Product & Research Officer, Tethr
Learn More: Voice of the Customer Insights Conference Website
Consumer Insights & Analytics Conference
Summary: This conference is unique in its blend of consumer insights with analytics, focusing on how the two fields intersect to provide a deeper understanding of customer behavior. It emphasizes data-driven insights and showcases how analytics can be used to improve marketing and business strategies.
- Past Speakers:
- Dr. Peter Fader – Professor of Marketing, The Wharton School
- Christine Moorman – Senior Director of Customer Insights, PepsiCo
- Russ Klein – CEO, American Marketing Association
- Kate Cox – VP of Analytics, Nielsen
- Dhiraj Rajaram – Founder & CEO, Mu Sigma
Learn More: Consumer Insights & Analytics Conference Website
Brand Insight & Strategy Conference
Summary: This conference is centered on how market research can support brand strategy. It stands out for its focus on turning insights into strategic brand actions, with sessions on brand tracking, sentiment analysis, and case studies that demonstrate the direct impact of research on brand health and positioning.
- Past Speakers:
- David Aaker – Vice Chairman, Prophet & Author of "Aaker on Branding"
- Jill Avery – Senior Lecturer of Business Administration, Harvard Business School
- Mark Ritson – Marketing Professor & Brand Consultant
- Kira Hughes – Director of Brand Strategy, PepsiCo
- Rob Campbell – Chief Strategy Officer, Colenso BBDO
Learn More: Brand Insight & Strategy Conference Website
South Africa Insights Conference
Summary: This conference is tailored for researchers operating in South Africa and neighboring countries. Its uniqueness lies in addressing the socio-economic factors that influence consumer behavior in the region, offering case studies that explore the challenges and opportunities of conducting research in developing markets.
- Past Speakers:
- Palesa Mokubung – Head of Consumer Insights, Woolworths South Africa
- Sipho Xulu – Managing Director, Ipsos South Africa
- Zola Mthembu – Director of Market Intelligence, Shoprite
- Lerato Dlamini – Consumer Insights Manager, AB InBev Africa
- Mark Brill – Founder, Brill Ideas Consulting
Learn More: South Africa Insights Conference Website
Technology-Driven Market Research Summit
Summary: Focused on the intersection of technology and market research, this event showcases the latest digital tools transforming insights collection. It’s unique for featuring hands-on demos and case studies of tools such as virtual reality surveys, AI-driven analytics, and blockchain for data privacy.
- Past Speakers:
- Lenny Murphy – Executive Editor, GreenBook
- Annie Pettit – Chief Research Officer, E2E Research
- Jon Puleston – VP of Innovation, Kantar
- Jessica Long – Digital Insights Manager, Accenture
- Dr. Paul Ekman – Founder, Paul Ekman Group & Expert in Emotional Intelligence
Learn More: Technology-Driven Market Research Summit Website
Behavioral Economics & Market Research Conference
Summary: This event is dedicated to understanding how behavioral economics can enhance market research. Its uniqueness lies in the application of behavioral economics principles to consumer behavior, featuring experiments, case studies, and academic insights that can be applied to improve market research approaches.
- Past Speakers:
- Dan Ariely – Professor of Psychology & Behavioral Economics, Duke University
- Dr. Dilip Soman – Professor of Marketing, Rotman School of Management
- Nancy Harhut – Chief Creative Officer, HBT Marketing
- Rory Sutherland – Vice Chairman, Ogilvy UK
- Dr. Nina Mazar – Professor of Marketing, Questrom School of Business, Boston University
Learn More: Behavioral Economics & Market Research Conference Website
Whew! That's all 100! Hope you found the right events for your research interests. Again, to see the list of market research events that we'll be attending, click here. We'd love to meet up with you!
22 Data Visualization Tips
22 Data Visualization Best Practices
Seeing data is way better than reading data.
Data visualization is more than just choosing a chart and filling it with data—it's about communicating insights effectively and clearly. Done right, a chart can reveal key trends, make a compelling argument, and provide easy access to complex information. Done wrong, it can confuse, mislead, or overwhelm your audience. To ensure your data tells the right story, here are 22 essential tips for crafting effective survey data visualizations that inform, engage, and guide your viewers towards accurate insights.
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1. Choose the Right Chart/Scales (match chart to data) 📊
Great data? Wrong format? Won't work. Choosing the right chart type and scales ensures that your data is represented accurately and is easy for viewers to understand. Matching the chart type to the nature of the data enhances clarity and prevents misinterpretation. For instance, use line charts to depict trends over time, bar charts for categorical comparisons, and scatter plots for relationships between variables. Ensuring that the scales are appropriate for the data helps avoid misleading viewers and enhances the accuracy of the visual representation.
2. Correlation ≠ Causation (no hasty comparisons) 🖼️
Hey, this assumption happens to the best of us. Correlation between data points does not necessarily imply causation. Avoid making hasty comparisons without sufficient evidence to establish a causal link. Highlight the relationships carefully to prevent misguiding viewers. Just because two metrics move in tandem does not mean that one causes the other. It's important to provide context and, where possible, to use additional data or statistical analysis to substantiate any claims of causation. Misinterpreting correlation as causation can lead to incorrect conclusions and misguided decisions.
3. Simplify Visuals (keep clean and focused) ✂️
Things can get a little too crazy when you love data like we do. Simplifying visuals helps maintain a clean and focused presentation. Avoid overloading charts with unnecessary elements. A clear visual conveys your message effectively without overwhelming the audience. Remove redundant information, such as extra gridlines, background colors, or overly detailed legends. Focus on the most critical data points and use a minimalist approach to ensure that the key insights from your survey data visualization are not lost in visual clutter. A simplified visual helps viewers grasp the main message quickly and without confusion.
4. Use Consistent Colors (avoid random colors) 🎨
Colors matter? Uh, yeah they do! Consistent colors help viewers understand and relate the data. Avoid using random colors that may confuse the audience. A cohesive color scheme enhances readability and visual appeal. Use colors consistently across similar data series or categories, and ensure that colors have meaning, such as using the same color for the same category across different charts. This consistency helps in building familiarity and makes it easier for viewers to draw comparisons. Avoid bright or clashing colors that can strain the eyes and distract from the main message.
5. Highlight Key Insights (direct attention efficiently) 🔍
"Cut to the chase" is what every stakeholder is thinking when you show them a ton of data. Highlighting key insights helps direct attention to the most important aspects of the data. Use techniques like bolding, coloring, or annotations to make significant information stand out clearly. For instance, use a distinct color to highlight a trend or a key data point that you want viewers to focus on. Adding arrows, text boxes, or other visual cues can also draw attention to critical areas in your survey data visualization, ensuring that viewers quickly understand the main message without having to search for it themselves.
6. Label Clearly (use good titles and axis labels) 🏷️
Clear labeling is essential for a comprehensive understanding of the data. Good titles and axis labels guide the viewers and provide context, ensuring that the visual can be interpreted accurately. Titles should be descriptive, while axis labels should clearly indicate the units of measurement and categories. Avoid abbreviations or jargon that might be unclear to the audience. Well-labeled charts reduce ambiguity, helping viewers make informed decisions based on the data presented.
7. Limit Data Points (don't overwhelm viewers) 🚫
Limiting the number of data points helps prevent overwhelming viewers. Too many points can make charts cluttered and hard to follow, so it's best to show only the most relevant data. Consider aggregating data or using representative samples to simplify the visualization. When there are too many data points, viewers may struggle to understand the chart, leading to confusion. By focusing on key data points, you make it easier for viewers to identify trends and draw conclusions without getting lost in unnecessary details.
8. Use White Space (let visuals breathe) 🦼️
White space gives visuals room to breathe, making them easier to digest. Crowded visuals can feel overwhelming, while appropriate use of space helps emphasize key parts of the chart. White space helps separate different elements, making the visual cleaner and easier to navigate. It also allows viewers to focus on the most important information without distraction. Proper use of white space can enhance the overall aesthetic of the visual, contributing to a more professional and polished survey data visualization.
9. Tell Data Stories (narrate stories, but with data) 📚
Telling a data story provides context and meaning behind the numbers. Use visuals to narrate stories, ensuring the data is presented in an engaging way that resonates with the audience. Craft a narrative that explains the data's significance, highlighting trends, outliers, or changes over time. A good data story answers the "why" behind the data, giving viewers insight into the implications. By structuring your visual as part of a larger narrative, you help the audience understand the data's relevance and keep them engaged.
10. Be Accurate (measure twice, always) 📏
Accuracy is critical in data representation. Double-check measurements and calculations to ensure the data presented is correct. Errors can lead to misguided decisions. Inaccurate data can damage credibility and lead to mistrust among viewers. Make sure to verify all data sources, units, and calculations before finalizing your visualization. Accuracy also extends to chart elements like scales, legends, and labels, all of which should correctly reflect the underlying data.
11. Avoid 3D Charts (distorted representation) ❌
3D charts often distort data representation, making it harder for viewers to understand true values and relationships. Stick with 2D charts for a more accurate depiction. The visual effects in 3D charts can make it difficult to accurately compare data points, as perspective and angles can create misleading interpretations. Simplifying to a 2D representation ensures that all data is easy to compare and understand, leading to a more reliable and truthful survey data visualization.
12. Use Trend Lines (visualize patterns over time) 📈
Trend lines help visualize patterns over time and can provide valuable insight into long-term data trends. They add an extra layer of interpretation to line charts. Trend lines can help viewers quickly understand whether data is increasing, decreasing, or remaining stable, and they are particularly useful in forecasting or predicting future values. Adding a trend line can also help highlight overall patterns that might not be immediately obvious from individual data points.
13. Group Similar Data (compare apples to apples) 🍏🍎
Grouping similar data ensures that comparisons are valid. Comparing data within similar categories provides a more meaningful analysis. For example, comparing sales data across similar product lines or customer demographics ensures that the insights drawn are relevant and accurate. Avoid comparing unrelated data sets, as this can lead to confusion and incorrect conclusions. Proper grouping allows for a focused analysis that draws meaningful insights from comparable data points.
14. Limit Pie Chart Slices (too many slices confuse) 🥧
Too many slices in a pie chart can be confusing. Stick to a few key segments to keep the visualization simple and comprehensible. When there are too many categories, consider aggregating smaller segments into an "Other" category. This helps maintain the clarity of the chart and ensures that the most important information stands out. Pie charts work best when used to show simple proportions, so limiting the number of slices makes the visual more effective and easier to interpret.
15. Use Heat Maps for Intensity (show concentrations) 🔥
Heat maps are useful for showing concentrations of data. They effectively highlight areas of intensity, making patterns and anomalies easy to spot. By using color gradients, heat maps provide a visual representation of data density, which can be particularly useful in identifying hotspots or trends across geographical regions or categories. The use of a color scale helps viewers quickly understand where data is most concentrated, providing valuable insight at a glance.
16. Include Data Labels (don’t make users guess) 💲
Including data labels helps viewers understand specific values without guessing. Clearly labeled data points improve accuracy and the viewer's experience. Labels should be concise yet informative, indicating the exact values or categories being represented. This helps eliminate ambiguity and ensures that viewers can easily interpret the visual without needing to cross-reference other materials. Data labels add transparency and precision to the visualization, making it more trustworthy.
17. Visualize Distribution (box plots or histograms) 📦
Visualizing data distribution using tools like box plots or histograms helps reveal the spread and shape of the data. This provides valuable insight into data variability. Box plots can show median values, quartiles, and outliers, giving a complete picture of the data's spread. Histograms, on the other hand, help identify frequency distributions and can highlight patterns such as skewness or uniformity. Both tools are valuable for understanding the underlying characteristics of your data.
18. Use Icons or Images (add context to data points) 🖼️
Icons or images can add context to data points and make the information more relatable. Adding visual elements supports storytelling and engagement. For example, using industry-specific icons can help convey data meaning more intuitively. Images can be used to represent categories or values, making the visual more engaging and easier to understand. Visual elements should enhance the message without distracting from the data itself.
19. Avoid Clutter (remove unnecessary gridlines) 🧹
Clutter distracts viewers from the main message. Removing unnecessary elements like extra gridlines or borders helps maintain a clean and effective chart. Visual clutter can make it difficult for viewers to focus on the data that matters. Simplify the chart by only including essential elements that contribute to understanding the data. By removing non-essential details, you create a more focused and impactful visual that communicates the key insights effectively.
20. Match Fonts to Tone (professional, readable fonts) 🔠
Using fonts that match the tone of the content keeps visuals professional and readable. Consistent and appropriate fonts contribute to an overall polished presentation. For instance, use sans-serif fonts for a clean and modern look, or serif fonts for a more formal and traditional feel. The size and style of fonts should be chosen to enhance readability, especially for titles, labels, and annotations. Avoid overly decorative fonts that can detract from the data's clarity.
21. Break Down Data (use multiple simple charts) 📚
Breaking down complex data into multiple simple charts makes the information easier to digest. Presenting data in smaller, manageable visuals helps maintain viewer engagement. For example, instead of combining multiple data sets into a single, cluttered chart, split them into separate visuals that each tell a part of the story. This makes it easier for viewers to follow along and understand the key messages without feeling overwhelmed.
22. Consider Accessibility (clearly readable palettes) 👁️
Accessibility is important in data visualization. Use color palettes that are clearly readable, even for those with visual impairments, to ensure inclusivity and usability. Choose color combinations that have sufficient contrast and avoid using color as the sole means of conveying information. Consider using textures or patterns in addition to colors to differentiate data points. Accessible visuals ensure that all viewers, including those with color vision deficiencies, can interpret the data accurately.
That's it! I hope you find these 22 tips valuable.
Do You Conduct Survey Research?
Our Insights Builder gives you data visualization from your surveys with a single click. See below:
Analyze, Visualize, & Share Survey Results.
With this new data visualization tool, you can:
- Analyze:
- Use a custom interactive online database to display key insights.
- Cross-tabulate, add filter logic, create new variables, apply stat testing.
- Visualize:
- Illustrate your business objectives clearly with visualization techniques.
- Craft rich and easily edited slide visuals in your organization’s branding.
- Share:
- Collaborate with your team internally through Pollfish by sharing directly.
- Control access and broadly share with internal and external stakeholders.
Prodege's Pollfish Insights Builder stands out in the crowded field of survey data visualization tools by offering a seamless, efficient, and comprehensive solution tailored to modern research needs. Here's why it surpasses other options:
5 Reasons Why Pollfish Insights Builder is The Best Data Viz Tool.
1. Seamless Integration with Pollfish Surveys
As an integral part of the Pollfish platform, Insights Builder allows users to transition effortlessly from data collection to visualization. This unified approach eliminates the need for external tools, streamlining the research process and reducing potential errors.
2. Advanced Data Visualization Capabilities
Insights Builder provides a robust suite of visualization options, enabling users to create custom, branded dashboards and PowerPoint charts that effectively communicate key findings. This flexibility ensures that data is presented in a visually appealing and easily digestible format, enhancing stakeholder engagement.
3. Real-Time Data Syncing
With real-time syncing, any updates to your survey data are immediately reflected in your visualizations. This feature ensures that your analyses are always based on the most current information, facilitating timely decision-making.
4. User-Friendly Interface
Designed with user experience in mind, Insights Builder offers an intuitive interface that caters to both novice and experienced researchers. Its ease of use accelerates the visualization process, allowing users to focus on deriving insights rather than navigating complex software.
5. Collaborative Features
Insights Builder supports seamless collaboration, enabling teams to share visualizations and insights effortlessly. This fosters a collaborative research environment, ensuring that all stakeholders are aligned and informed.
Try it now.
Create an account in Pollfish now - for free.
Speak to a rep about data viz for your research projects.
Save & Restore Surveys w/ Versioning!
🛠️ Save & Restore Surveys w/ Versioning!
Ever made a ton of changes to your survey and wished you could go back to a previous version? Sort of how you can in Google Docs? Now you can!
It never fails… your heads down making changes to your survey and realize you went a bit too far… ever wish you could view that previous version?! Why oh why do I have to start all over?! Good news - with Pollfish’s new Survey Versioning tool you don't have to.
With Pollfish’s Survey Versioning, you can save, restore, and manage multiple versions of your survey seamlessly. You can save up to 5 snapshots of your survey while it’s in draft status and restore any of them in seconds. Plus, we’ve got temporary autosaves happening every 3 minutes to make sure nothing gets lost.
How Survey Versioning Works:
See your current version: From the questionnaire builder page, simply click on the "rewind clock" icon in the top right corner. A popup will display on the right showing your current version and any past autosaves. In the case of a brand new survey, only the current version will show.
Find your autosaved versions: Once you've made a change, you see your first autosaved version appear, and every 3 minutes, another one will appear. Autosaves max out at 5 total, however you can manually save as many versions as you'd like.
Naming, restoring, and deleting versions: If you click on a previously saved or autosaved version, it will display that older version of your survey on the left (which is shown below). From here, you'll also see 3 options pop up. You can choose to name the version (which additional saves it), restore the version (which makes it your current version again), or delete the version.
Confirmation of naming, restoring, and deleting: If you click to delete or restore, you will be prompted to confirm the change. If you click to rename a version, you'll be asked to pick a name for the version, and optionally add a description of the version.
Versioning history: As you continue, all of your saved versions will be filed in one folder, with your autosaves saved in another folder.
This versioning upgrade can be especially beneficial when you're collaborating with others in the same Pollfish account, trying to craft the best possible questionnaire.
Try Questionnaire Versioning with Pollfish!
Questionnaire versioning allows you to save, restore, and manage multiple versions of your survey effortlessly. Instead of worrying about making irreversible changes, you can capture and go back to any previous version of your questionnaire. Pollfish automatically creates temporary autosave points to protect your work, ensuring nothing is lost.
In summary, with Pollfish Questionnaire Versioning, you can:
- Save up to 5 snapshots per survey while it’s in draft status.
- Restore any previous version of your questionnaire with a simple click.
- Enjoy automatic autosaves every 3 minutes to avoid losing any changes.
- Manage changes easily, with the flexibility to experiment and fine-tune your survey.
Log in to your Pollfish account to try Questionnaire Versioning now!
Target Granularly w/ Nested Quotas!
🧩 Target Granularly w/ Nested Quotas!
Picture this. You get your survey results, and drill down into males vs. females, and then down into rural vs. urban, but, “oh no!”, of 400, there’s 367 in one segment, and only 33 in the other!
With Pollfish Nested Quotas, you can ensure you get enough respondents in any selectable demographic or behavioral subgroup. Nesting can go 3 levels deep, supports exclusions, and can be performed with grouped or individual options.
Create Nested Quotas in 4 steps:
Step 1: Select the first demographic/behavior you want to nest with. You can do this by simply scrolling to the desired dropdown selection from the targeting criteria on your "audiences" tab from within your survey. There will be a small grey "merge" icon on the right of all listed criteria. Simply click it to begin a nested quota.
Step 2: Select the second demographic/behavior you want to nest with. For instance, if you want to create a nested quota containing answer selections within both "marital status" and "gender", you can either search or scroll to "gender" and select it.
Step 3: Select your answer choices from each of your nesting selections. Please note: If one of your demographic/behavior selections has only 2 choices, both will be automatically selected.
Step 4: Edit your nested quotas to the desired # of respondents per each subgroup. In most cases, you'll want an even distribution between the quotas, which is why it will preset in that way. However, you can edit as needed for your particular use case.
That's it!
Try Nested Quotas with Pollfish!
Nested quotas allow you to precisely target specific subgroups in your survey by layering demographic and behavioral criteria. Instead of just selecting broad categories (like age or gender), you can combine and intersect criteria, ensuring proportional representation across deeper levels. This helps avoid oversampling one group while leaving others underrepresented.
In summary, with Pollfish nesting, you can:
- Ensure balanced quotas within multiple demographic layers (e.g., age + gender + location).
- Prevent bias in survey results by guaranteeing sufficient responses from key subgroups.
- Support exclusions and more flexible quota management.
- Maximize accuracy in data collection by refining audience targeting.
Log in to your Pollfish account to try Nested Quotas now!
Prodege & Pollfish Unite to Improve Audience Quality
Improved Audience Quality + 6,979 New Behavior Targeting Criteria! 🎯
Many of you have asked and we’ve listened. We’ve just finished a major upgrade to Pollfish audiences to empower our research community like never before. 🥳 Starting today, you'll gain the following benefits within the platform:
5 Ways This Enhances Your Research Experience ✨
- Reach niche audiences using
6,979 unique validated behaviors. - Access to Prodege’s tried and
tested loyalty program members. - Quality checks that meet
ESOMAR Gold Standard. - Combine behaviors and sentiment
targets to understand the “why”. - Recontact respondents for
longitudinal tracking.
"So, exactly what can I target?"
I'm glad you asked!
4 New Behavioral Targeting Criteria 🛒
The new behaviors are best bucketed into the four following categories, and can be drilled down into sub-categories, and even down to specific stores, brands, sites, and locations.
Brand Purchases 🛍️ | Consumer Lifestyle 🧬 | Website Visits 📲 | Location Visits 🏬 |
- Ruffles - Dr. Pepper -Angel Soft - Tabasco - Etc. | - Finance - Travel - Wellness - Gaming - Etc. | - BuyBuyBaby - CNN - Quora Etc. | - Target - Costco - 7-Eleven - Papa Johns - Etc. |
The full list of behavioral targeting criteria can be seen here: Google Sheet: 2024 Audience Upgrade 2024
Selecting Behavioral Audiences in 2 Clicks ✅
Click 1: From the survey creation page simply navigate to the audiences tab. There you will find two new sections: Consumer Lifestyle and Behavioral Data. Expand the dropdown and click a category.
Click 2: You’ll now be shown that category on the left, in which case you can type or select from thousands of validated website visits as shown in the image below:
In addition to this, you can even add quotas to your behavioral selections, or suppress specific selections to get very specific respondents for your surveys!
Preview All Targeting Criteria 🔮
To preview all of the targeting criteria, access the massive list of 6,979 behaviors here:
Google Sheet: 2024 Audience Upgrade 2024
Already a user? Some changes you'll see in the platform.
To make these upgrades, we've had to make some other changes within the platform.
You'll notice:
- Screening questions now live under the "questionnaire page"
- Completion time has been switched to a yes or no feasibility calculation.
First-party behavior data, powered by Prodege.
This is all now possible thanks to Prodege’s unique blend of owned and operated publishers, to help you achieve granularity from a more representative and reliable data source. The Prodege proprietary panels are Swagbucks, InboxDollars, MyPoints, and Upromise. Each panel has a unique profile given they cater to people with different interests and because our recruiting methods and incentives differ for each, allowing for a more even and representative audience.
Validated behavior are collected with member consent and in accordance with privacy laws from app and web browsing, supermarket receipts submitted by members and verified online purchases.
Ready to try our new behaviors? They're available right now on our platform. Simply select the targeting criteria you need, and let us do the rest! Whether you're a seasoned Pollfish user or new to our platform, our team of experts is here to help you.
More Than DIY – New Services on Our Platform!
New Services on Our Platform! 🎉
Get ready for some exciting news! Pollfish, your go-to DIY market research platform, has just leveled up! Thanks to our partnership with Prodege, we now offer additional services directly through our platform. This means that Pollfish clients can now access the whole suite of Prodege market research services in a snap!
🤝 Pollfish & Prodege: A Dynamic Duo
While some of you are familiar with our relationship with Prodege, many of you may not be aware of the valuable services they offer. To make life easier, we've integrated a section in our platform for users to select Prodege services directly. Let's take a closer look at what's new!
📢 Announcing 7 New Services at Your Fingertips!
🎤 Qualitative / IHUT Recruitment - Need engaged participants for online qualitative research, focus groups, IDIs, or IHUTs? Our sampling experts have your back! Ensure the right audience is recruited for valuable insights, improving research reliability.
📚 Questionnaire Design Support - Optimize your questionnaire design with the help of our team of experts! Achieve better data quality and reduce potential biases through a well-designed questionnaire.
🎩 Sample Management - Let our team set up quotas (including nested quotas) and manage fieldwork to ensure you reach your target audience. Streamline fieldwork and reduce sampling errors for more accurate and representative data.
💻 Survey Programming - Need to program a survey from a document? Our in-house team provides quick turnaround on surveys from simple to complex. Save time and effort while ensuring your survey is programmed accurately and efficiently.
🌐 Translations - Have your surveys and open-ended responses translated/back-translated into 50+ languages by our team of native speakers. Reach a global audience and enhance cross-cultural understanding with accurate translations.
📊 Data Tables, Visualization & Dashboards - Create custom, branded dashboards or PowerPoint charts and graphs using our innovative Insights Builder tool. Make your data more understandable and visually appealing for impactful presentations.
📈 Topline Insights Report - Collaborate with our insights experts to generate topline reports with key findings from your survey data. Quickly identify essential trends and findings, simplifying data-driven decision making.
DIY to DI-WHY-Not: Expanding Your Capabilities
We know that Pollfish users are used to doing things themselves. However, we also understand that you may be pressed for time, need help, or require market research services beyond our capabilities. With our new Prodege-powered services, you no longer have to choose between DIY and expert assistance. You can have it all! By teaming up with Prodege, we're providing you with a seamless, end-to-end market research experience that saves you time 🕒, money 💰, and resources 🌳.
How It Works
As you’ll see in the screenshot below, all you need to do is select services tab on the left when you're logged into the Pollfish platform, and you'll be able to select from these 7 services, in which you'll be connected with the appropriate expert:
A Celebration of Collaboration
Ready to try our new services? They're available right now on our platform. Simply select the Prodege services you need, and let us do the rest! Whether you're a seasoned Pollfish user or new to our platform, our team of experts is here to help you take your market research to the next level.
Let's make market research more accessible, efficient, and enjoyable together! Don't miss out on this amazing opportunity to enhance your research capabilities and achieve even greater success with Pollfish and Prodege! 🥳
Pollfish's New Platform Design
Pollfish's New Platform Design
Pollfish has revamped its user interface to enhance the experience for survey creators and to pave the way for numerous exciting features this year.
There are two main changes.
Update #1: New survey summary page.
Section 1: Survey Overview.
Need a quick overview of your survey? This section provides information on survey status. Depending on your survey type, this may include statuses such as draft, pending, paused, active, completed. You will also find other relevant information such as incidence rate (IR), estimated length of interview (LOI), completion rate, languages, translations, a brief preview, and easy access to downloads.
Section 2: Survey Performance.
Looking for insight into completion time? This section helps you visualize your survey's completion rate with a straightforward time series chart, and additional details on completion.
Section 3: Audience Snapshot.
Want to verify your target audience quickly? Obtain a concise snapshot of the selected audience(s), including all preselected demographic targeting criteria.
Section 4: Status Funnel.
Curious about drop-offs in your survey? This section enables you to see the number of people reaching each stage of the survey. Depending on your survey this may include stages such as accepted, passed profiling, passed screening, started survey, and finished survey.
Update #2: New menu navigation.
You might notice a subtle change in Pollfish's layout. Folders and surveys now appear in a panel on the left, while account details have moved from the top-right corner to the bottom-left corner.
This update allows direct access to surveys nested in folders from the side panel and, more importantly, prepares the interface for advantageous features arriving this year.