Exercise 42: Rational and Emotional Motives (

 

 

Objectives

 

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1. To have you recognize the use of rational and emotional appeals in advertising and where each approach is most effective.

 

2. To help you understand the appropriate use of popular emotional advertising appeals such as fear, humor, and sex.

 

3. To enable you to recognize McClelland’s social motives of affiliation, achievement, and power in marketing situations.

 

4. To challenge you to form an opinion on the controversial issue of advertising to children.

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Background

 

One of the most general ways to categorize motives is as rational and emotional motives. These motives underlie a marketing communication’s motivational appeal—the nature of the driving force used to convey the advertiser’s or salesperson’s message. This message (theme, selling premise, selling appeal) is the major point about the product communicated to the target audience. For example, over a century of advertising has proclaimed that Ivory soap is gentle, mild, and pure.

 

 

The Nature of Rational and Emotional Appeals

 

Back in 1925, in his classic Principles of Merchandising, Melvin Copeland observed that both rational and emotional motives stimulate consumers. This suggests two very different types of marketing appeals.

Rationality entails reason, thought, logic, and physical control. Economic rationality suggests that consumers carefully consider and evaluate all alternatives on the important buying criteria and choose those they expect will give them the greatest satisfaction for the money they spend.4 

 

 

Rational (Cognitive) Appeals

 

Rational (cognitive) appeals, then, are communication messages directed toward the message receiver’s logic and self-interest, emphasizing hard facts, presenting reasoned arguments to buy, and focusing on informational needs. The appeal is cognitive—to the head or intellect. The sales pitch is heavily factual and information intensive, describing product features and benefits, functions and uses, claims about product performance, and other objective information.

This approach is sometimes labeled the hard sell since it hammers home the reasons to buy. The factual appeal focuses on logical, objectively verifiable, tangible product attributes such as value, performance, size, weight, ingredients, efficiency in operation, and dependability in use.

The rational appeal is directed toward utilitarian (instrumental) needs—the product selected maximizes the consumer’s utility (satisfaction), performs a useful (utilitarian) function for him, and is instrumental in meeting the buyer’s needs or in achieving his goals. The product’s purpose is to either (1) satisfy basic needs and wants or (2) remove or avoid a problem. The rational consumer is in control of her buying behavior, being absolutely sovereign.

Generally, rationality prevails for high-involvement “considered purchases” with real physical brand differentiation, such as appliances, tools, furniture, consumer electronics, and medicine. Rational buyers carefully pass through the entire five-stage decision process.

Print media are most heavily used as they allow for detailed, informative copy and can be reread and studied, if necessary.

 

 

Emotional (Affective) Appeals

 

On the other hand, emotional (affective) appeals are communication messages directed toward the consumer’s affect—feelings of like or dislike. Emotions are feelings that are not physically controllable. Examples of emotional appeals include humor, sex, fun, excitement, pride, affection, social enhancement, sensory pleasure, and vanity.5 

The emotional appeal aims at the heart and concentrates on subjective, intangible, unverifiable product criteria (difficult to objectively measure and, hence, subjectively evaluated). Such emotionally-based personal and subjective product criteria include status, expression of artistic taste, satisfaction of the appetite, securing personal comfort, pleasure of recreation, and warm memories.

Traditionally, Proctor & Gamble ran highly rational ads for Tide detergent featuring mundane stain-fighting messages using side-by-side stain-fighting comparisons. However, after research showed how highly emotional women could be about clothing, P&G tried emotional advertising. Tide’s odor-removal benefit was touted as “the difference between smelling like a mom and smelling like a woman” among images of a mother and baby, followed by a scene of the mother cuddling with her husband, set to the song “Be My Baby.” In another ad, a plus-size divorcee described the joy she got when her boyfriend whistled as she wore her “foolproof” (sexiest) outfit.

Emotional appeals work to establish a bond or relationship between the customer and product. Such information is best communicated symbolically via pictures and aurally through means such as music and tone of voice. Hence, emotions are best expressed through sight, sound (notably music), and perhaps motion, suggesting that they lend themselves especially to TV and radio commercials as well as outdoor media, none of which are copy intensive.

Case in point: Angel Soft toilet paper built an emotional bond with consumers, believe it or not, through a series of TV commercials called “Bathroom Moments”: a little boy peeing on the floor, a family funeral flushing their goldfish, and a woman gingerly approaching the moment of truth on her bathroom scale. One such commercial featured a drowsy, middle-of-the-night bathroom visit by a wife whose husband had failed to lift the toilet lid. “Rallllllllph!!!,” she screeched, as she fully awakened, damp and angry. “This uncomfortable moment brought to you by Angel Soft. Comfort where you want it,” said the voice-over announcer. In these spots, consumers were connected to experiences they could relate to.  

Emotional appeals are to hedonic, experiential, transformational, or value-expressive needs. The chosen product can:

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• Provide pleasure (hedonic needs)

• Create feelings or experiences or provide stimulation (experiential needs)

• Transform the experience of buying and using the brand by associating it with a particular emotional experience such as romance or an exciting sports event (transformational needs)

• Provide social or aesthetic utility, or say something about the user’s self-image to others (value-expressive).

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For products such as perfume, wine, and lingerie, purchases are often made intuitively, perhaps on impulse, as the emotionally-driven consumer is somewhat out of conscious control and subconscious motives are operative.6

Emotional purchases seldom entail real physical brand distinctions but, rather, psychological differences “induced” by advertising. Such ads focus on brand image and value-expressive motives: the product expresses “the real you”—your actual or ideal self-image. The resulting “feel-good” advertising tugs at the consumer’s heart strings (which connect to her purse strings!).

An example is the “warm fuzzies” TV commercials—adorable kids frolicking in the backyard with puppies, loveable young mothers celebrating birthdays with the entire clan on the front porch, immigrant relatives stepping off the boat to a loving embrace—all good times enhanced by consumption of the product.

For years Betty Crocker has implored buyers to “Bake someone happy,” as almost sinfully sensual “beauty shots” of a home-baked tray of golden-brown muffins are displayed. This approach is sometimes called the soft sell because it promotes the product in a relaxing, enjoyable manner, persuading by suggestion rather than hard persuasion. So, emotional appeals can be a “heart sell”: a holistic, mushy, “touchy feely” appeal to the heart that generates good feelings about the brand.

 

 

Attitude- vs. Attribute-based Emotional Choices

 

Emotional advertising usually appeals to consumers who make an attitude-based (affective, hedonic) choice. However, emotional advertising can also include emotional benefits resulting from product use. Advertising featuring emotional benefits appeals to buyers making attribute-based choices—decisions founded in this case emotional attributes.

 

 

Rational and Emotional Appeals Can be Used Separately or Together

 

So which is better: an appeal to the heart or to the head? By now you know the answer—“It depends!” Our three “it depends” factors are:

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(1) The product—As already noted, some products (e.g., a clawhammer, lawn fertilizer) lend themselves more to rational appeals, while others (jewelry, cologne, fashionable clothing) naturally cry out for an emotional appeal.

(2) The consumer—We saw in Exercise 40 that some consumers are more rationally driven (Thinkers) whereas others are more emotionally bent (Feelers).

(3) The purchase and usage situations—A sweater for a spouse might be bought on the basis of emotions (it looks pretty) and a sweater for oneself could be purchased on the basis of rational criteria (it’s made of durable material and on sale).

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Additionally, it is important to note that, contrary to popular misconception, subjective or emotional criteria are not irrational!

This is because irrationality (nonrationality) implies a failure to maximize utility or to shop wisely. However, it seems reasonable to assume that consumers almost always select alternatives that, in their estimation, maximize their satisfaction.

A rational choice might very well include emotional criteria. For example, a product bought to boost one’s self-image could be selected on the basis of its promise to enhance the user’s sex appeal. If this boosts the consumer’s confidence and makes him feel better about himself, this is a perfectly rational purchase. What might appear to be irrational to an outside observer could nonetheless be rational in the buyer’s own mind.7

Thus, rational and emotional motives can both underlie a given purchase. As shown in Figure 42-1, the opposite of rational is not emotional but irrational. The opposite of emotional is not rational but rather nonemotional, i.e., lacking feelings.

Thus, it is not an issue of formulating a rational versus an emotional appeal. An ad or sales pitch can include both a rational appeal and an emotional appeal, aimed squarely at both cognition and emotion. In fact, there is an old advertising adage: “People buy emotionally and then justify their purchase with rational ‘reasons why.’” Effective ads capture both the hearts and minds of their target audience, hitting both intellectual and emotional buttons.

In a classic 1950’s emotional TV commercial, Ajax laundry detergent’s cleaning power was embodied in the rational slogan, “Stronger than dirt,” with the product delivered to the “housewife” by the engaging White Knight. John Hancock life insurance commercials featured touching scenarios of adults considering buying insurance for their loved ones. Superimposed on the scenes were facts about terms of coverage and cost.

Phone companies’ TV spots showed emotion-laden shots of loved ones in long-distance communication but also include rational appeals of low price and quality transmission. Wisk conveyed the irritation created by the unsightly “ring around the collar” in order to demonstrate its grease and stain removal: functional product uses.

The arrow in Figure 42-1 suggests that in many cases a highly rational and highly emotional appeal might work best. So, a fear appeal (discussed below) could appeal to the emotion of fright while giving people solid reasons to be scared.

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        Effective product design also appeals to both heart and head. Product design is the activity that transforms a set of product requirements (feature and benefits) into a configuration of materials, elements, and components. Design is the process of enhancing the utility (functionality), appearance (style), manufacturability, and overall value of a product. It is the fusing of function and form, with functionality appealing to our rational nature, and form (styling, aesthetics) attracting our emotional side.

    Consider the flip phone or clamshell, now the predominant cellphone style. The clamshell, enhanced by cool colors, looks sleek and has eye appeal, all hitting on the buyer’s emotions. The phone is also designed for portability and ease of use, plus it offers screen protection and prevents users from accidentally pressing keys—all practical considerations. 

 

 

Types of Emotional Appeals

 

 

A Potpourri of Emotional Appeals

 

While rational appeals are fairly straightforward presentations of information, emotional appeals are more complex. There are several types of popular emotional appeals:

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Human interest appeals—These drive consumers to tears. Examples are ads featuring reunions of long lost loved ones or children adopting a puppy from the local dog pound.

Guilt appeals—This approach shows a violation of one’s internal standards (values, and norms), which leads to lower self-esteem and/or remorse and self-blame. Example: “If you don’t buy this educational toy for your youngsters, you are depriving them of a valuable experience.”

Shame appeals—Whereas guilt appeals are inwardly focused, the shame appeal is externally oriented to other peoples’ evaluation of your behavior. Example: “Don’t be embarrassed by serving your dinner guests beverages in spotty glasses.”

Agony appeals—Such ads feature people suffering pain, such as heartburn after overindulging.

Moral appeals—These suggest that, as Dr. Laura advises on her radio talk show, you should “do the right thing” based on social norms: vote, do volunteer work, support a particular social cause, or contribute a charitable donation.

Sensual appeals—Sensory enjoyment is the focus here. “Do not lick this page,” kidded a classic ad for LifeSavers featuring oversize pictures of the candy.

Nostalgia appeals—Through old-time imagery and music, the ad associates the product with the “good old days,” bringing back warm, pleasant memories of yesteryear.

Bandwagon appeals—The message here is, “Follow the crowd,” “Do what is popular,” or “Don’t be the last on your block to buy this fabulous item.”

Fantasy appeals—These are Freudian appeals to our dream worlds, unrealized pleasures, and forbidden fruits.

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Three Popular Emotional Appeals

 

There are three other emotional appeals that are all very common because they play on very strong emotions: fear appeals, humor appeals, and sex appeals. Consequently, each of these approaches has received extensive research. We will briefly summarize this research by describing each of these emotional appeals and its advantages, disadvantages, and suggested uses.

 

Fear Appeals. Fear is anxiety created by anticipated negative consequences. Fear appeals (threat appeals, problem-avoidance appeals) create worry by emphasizing the negative outcomes that could arise if the consumer does not buy the product or take the recommended course of action.8 For years, street evangelists have warned pedestrians to repent of their sins or else burn eternally in hell (i.e., accept the gospel as “fire insurance”). 

Fear appealed to in advertising is generally one of two types:

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(1) Physical fear (including agony appeals), such as loss of life or limb, and

(2) Social fear (including shame appeals), like losing the respect of friends or neighbors, often due to such despicable conditions as dandruff, foot odor, yellow teeth, baldness, cellulite, or even “the heartbreak of psoriasis.”

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Fear appeals are frequently applied to situations where the consumer is inert—not motivated to take action because there are no perceived near-term benefits. Inertia prevails for unsought goods—products that don’t provide immediate benefits but rather supply problem avoidance, such as making out a will or getting a health checkup.

Generally, fear appeals get high recall and are potentially persuasive. So, should you scare ‘em silly? No. Most research suggests that a moderate level of threat is most effective. If the threat is too weak, not enough tension is created and consumers are not motivated to take action—it’s “no biggie.” On the other hand, if the threat is too strong, audience members turn on their perceptual defenses and tune out the message in disbelief (“Aw, c’mon, now!”). This results in a more negative attitude toward the brand.

Stronger fear appeals can be used where the issue is more serious, the source (either the advertiser or the ad’s presenter) is credible, a realistic solution to the threat is offered, and immediate action can be taken regarding this solution. However, there is the ethical issue of creating so much fear that it causes the buyer to act irrationally against his own self-interest.

 

Humor Appeals. The essence of humor is incongruity—deviation from expectations—and resolution of that incongruity. The result is surprise, such as when a toddler giggles as you play “Peek-a–boo.”

 For example, the Bud Lite beer commercials featuring Cedric the Entertainer were very popular due to the great way they tickle consumers’ funny bones. Anheuser Busch’s campaign that included a real zebra as a football referee and a beach boy attacked by a conch shell were popular. So was Reebok’s Terry Tate, the hard-hitting “office line-backer” who tackled employees lacking workplace etiquette.

Humor has many advantages. It:

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• “Cuts through the clutter” to get attention and awareness.

• Is memorable.

• Associates the product with positive emotions that can transfer to the product and the advertiser (e.g., Miller Beer’s, “Can your beer do this?” and Little Caesar’s “Pizza-Pizza”).

• Is considered one of the best ways to get past a person’s conscious defenses. Humor distracts people, causing them to put down their guard. This enables the message to go straight to the subconscious mind.

• Inhibits the consumer from counterarguing—thinking of reasons to disagree with the message—thereby increasing persuasion. Consequently, a seller need not use a rational appeal to persuade.

• People are more receptive to ideas when laughing (Remember this the next time you want to convince your professor to accept a late paper!).

However, humor has potential problems. It:

• Runs the risk of hindering comprehension of the selling message (unless that message is very simple).

• Can interfere with persuasion and recall (people remember the joke but not the brand). This happens if the humor detracts from the product and message, or if the audience doesn’t take the advertiser seriously. No one will buy a brand of detergent just because the advertiser told a joke on TV last night. Therefore, humor works best when it relates to the product rather than being a source of borrowed interest. 

• Must be compatible with the target audience. Humor is subjective: What is funny to one person can be offensive or incomprehensible to another. For example, edgy humor works well with Generation Y but not with older folks. Consequently, with humor you’ll almost always offend some people and leave others clueless. 

• Should be harmonious with the product. Humor is appropriate for fun and pleasurable products like soda and entertainment venues but not for serious items such as funeral or hospital services.

• Should be subtle since subdued humor is less likely to rapidly wear out than belly-laugh, wet-your-pants, laugh-out-loud humor. (Recall the joke teller’s warning: “Stop me if you’ve heard this one before.”)

• Should not make fun of either the product or the consumer.

• Is most effective on radio and TV, but often falls flat in print media.

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Sex Appeals. The sex appeal is a selling appeal based on sexual imagery. Conventional wisdom says, “Sex sells.” But, does it?

More and more we see ads featuring “cheesecake” (semi-nude or nude females, often in suggestive or erotic poses) and, more recently, “beefcake” (male models doing likewise).

Humor and sex are the two main attention-getting devices in advertising. The steamy stuff does get awareness of, interest in, and, often, favorable attitudes toward the ad. This is because sex is such a powerful human motive. Some believe that through a classical conditioning process the brand becomes linked with sexual arousal, although the evidence is mixed.

However, as with humor, sex can overpower the message (especially when the message is complex) and fail to register the brand in the buyer’s mind. This occurs because the visual elements in such ads detract from the verbal content, which is likely to be ignored.

And, as with humor, sex is most effective when it pertains to the product, such as goods associated with romance or pleasure (“Sex sells sex!”). Sex probably sells perfume, lingerie, and jewelry but not mortgage financing or mortuary services. It is debatable whether sex helps motivate purchases in other product categories that increasingly use it, such as shampoo, beer, cars, and resorts.

Also, as with humor, sex can offend people who view it as sexist demeaning, or offensive—know thy target audience!9

Finally, there are social responsibility issues one entails appealing to promiscuity; sexy ads might fan the flames of young lust. Another issue is that too often women (and increasingly men) are degraded and treated as sex objects.

 

 

Review Questions

 

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1. Explain the distinction between rational appeals and emotional appeals, and explain for which kinds of products each is most effective.

2. Why is it wrong to believe that emotional appeals are irrational? Explain how it is possible to simultaneously use a rational appeal and an emotional appeal.

3. Describe the nature of fear appeals, humor appeals, and sex appeals, citing examples of each from ads you have seen. What are the advantages and disadvantages and potential problems of each? For what kinds of products is each most effective? What other types of emotional appeals can be used besides these three popular ones?

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In-Class Applications

 

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1. For each of the following advertisements, which motive(s) does the ad appeal to? Is it an innate need or an acquired need? Is the appeal to this motive being done effectively?

 

2. For each ad, identify which type(s) of motive is being appealed to: rational (appealing to utilitarian needs), emotional (appealing to hedonic needs), or both. Is this an effective approach for the product’s target market?

     If an emotional appeal is used, which type of appeal (fear, humor, sex, human interest, etc.) is employed? Is the appeal being used in an effective and appropriate manner?

     Is each emotional appeal attitude-based or attribute-based? Is this an effective approach, given the consumer’s likely decision-making style?

 

3. Advertising to children has been in the spotlight for supposedly being an unethical marketing strategy.      What is your viewpoint on this? Are children capable of identifying rational uses for a product despite their emotional motives? Should unhealthy snack foods be marketed to kids using emotional appeals like fun and sensory enjoyment?

     Take a look at the following websites to assist your perspective on this issue: www.nesquik.com, www.mcdonalds.com, and www2.kelloggs.com. You can also try locating other kid-targeted sites.

 

4. A popular classification of social motives was developed by David McClelland. He identified three key needs which inform social dynamics between individuals, groups, and even entire nation-state societies:

Affiliation—the need to associate with others for friendship, acceptance, and belonging,

Achievement—the need to accomplish personal goals, improve performance, and succeed, and

Power—the need for control over resources, the environment, and others.

For each of the following scenarios, identify which of McClelland’s need(s) is motivating the consumer:

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4A. Cindy’s Noticeable Necklace

     Cindy Rella was browsing through “Perfectionist Plus” department store when she came across a beautiful pearl necklace. Since she just got a promotion at work, she decided to buy it! The next day she made sure all of her coworkers noticed her necklace, signifying what a great job she had done.

4B. Sarah’s Cell

     Sara Bellum really likes to keep in touch with her friends and family, but she recently moved out of state where long distance calls get expensive.

     She was searching online when a pop-up ad for a cell phone came up. The ad claimed they had the lowest rate for long distance. Sara was hooked and ordered it right away.

4C. Rob and the Hot Rod

     Rob Banks is a sports car fanatic! He always needs the latest and greatest model and the fastest on the road.

     While zipping down the highway one day, Rob spotted a billboard for Mercedes’ new roadster, the “Bullet.” He drove right to the dealership and traded in. Now he will show everyone who is king of the speedway!

4D. Summa Cum Laude or Bust

     Anita Penn is a stickler about her grades! Every times she gets a paper or an exam back, she calculates her updated G.P.A. She must, must, must graduate with Summa Cum Laude and get into her number one choice of graduate school. If she doesn’t do so, she will feel she has failed as a student.

4E. Max is the Man

     The manager of a huge restaurant business, Max I. Mum, is always breathing down the backs of his staff. If a worker is not doing something right, he will fire that person on the spot. If an employee doesn’t listen, he or she will know who is boss! Mr. Mum (who doesn’t keep mum!) is not very popular with the staff, but he is quite popular with the ladies.

4F. She Feels Their Pain

     Ophelia Payne is quite the couch potato! But, when those “Save the Children” ads come on, she can’t help but pick up the phone and adopt one.

     She feels so bad for them and wants to help, but her underlying reason for adopting is that letter she gets once a month from each of her orphans (all twenty-seven of them!).

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Written Applications

 

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1. Answer Question 1 in the In-Class Applications above for two of the ads below, one illustrating an innate need and one an acquired need.

     Then, find two more ads, one of which illustrates an innate need and the other an acquired need, and answer Question 1 above for those ads.

 

2. Answer Question 2 above for four of the ads. At least two of these should illustrate emotional motives.

     Then, answer Question 2 above for four more ads you find, at least two of which should include emotional motives.

 

3. Answer Question 3 above.

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