The incidence rate is a crucial element in market research and refers to the proportion of people in a population who meet the selection criteria to participate in a particular study. Various factors must be considered to calculate the incidence rate in online data collection, such as demographic quotas, product or service consumed, consumption frequency, cross-quotas, study complexity and duration.
As discussed in a past blog, incidence is essential in market research because it can significantly impact a study's feasibility and accuracy. If the incidence is very low, recruiting enough participants to obtain meaningful results can be difficult. Additionally, a low incidence can increase the costs and time required to complete a study.
In market research, demographic data is useful for identifying the target consumer profile and understanding how these factors influence their needs, wants, and purchasing behaviors. They are also useful for segmenting the market into specific groups with similar characteristics, allowing companies to tailor their products, services, and marketing strategies to the needs and preferences of each segment.
To estimate the incidence of an online data collection project, it is essential to consider the following points:
In online market research, the incidence rate can be calculated using the following formula:
IR = (number of cases that meet the desired profile) / (sample size) x 100
Where:
"IR" represents the incidence of the variable being measured.
"Number of cases that meet the desired profile" is the number of participants in the sample who meet the inclusion criteria of the research. For example, if researching the use of beauty products among women aged 18 to 35, the number of cases would be the number of women in the sample who meet this criterion and successfully completed the online survey.
"Sample size" refers to the total number of participants who started the online survey.
"100" is used to express incidence as a percentage.
A market research project with a 100% incidence rate would mean that all members of the target population meet the inclusion criteria in the study, which is uncommon. However, in specific cases, such as studies involving the entire target population, like a customer satisfaction survey or public opinion survey, there could be an incidence rate close to 100%. But it is still unlikely for the following reasons:
In summary, considering all factors is essential to correctly calculating incidence in the field. However, if you are uncertain of how to do this or have any other questions about incidence rate, contact us.
En la industria de la investigación de mercados, la incidencia se refiere a la proporción de personas de una población que cumplen los requisitos para participar en un estudio específico. Por ejemplo, si un estudio busca personas que hayan comprado un producto concreto en los últimos seis meses, la incidencia sería el porcentaje de personas de la población total que cumplen este criterio.
Si la incidencia es demasiado baja, puede resultar difícil encontrar suficientes participantes para realizar un estudio válido y relevante, lo que aumenta los costos y el tiempo de campo para completar el estudio. Identificar criterios de selección lo suficientemente específicos como para obtener resultados fiables y, al mismo tiempo, lo suficientemente amplios como para producir una muestra representativa es fundamental.
Pero, ¿qué ocurre cuando un proyecto experimenta incidencias inexplicablemente bajas a pesar de considerar criterios de selección amplios? Cuando el reclutamiento que debería haber sido rápido y fácil no lo es.
La respuesta a por qué la gente no participa en la encuesta puede estar en cómo está diseñada. Examine qué preguntas de la encuesta están siendo abandonadas. ¿Qué tendencias observa? Los cuestionarios deben adaptarse a las necesidades de una población determinada para que tengan eco. Los investigadores pueden hacerlo a través de la tropicalización, en la que el lenguaje y el estilo de las preguntas se adaptan a un contexto cultural específico, modificando ciertos términos y expresiones para hacerlos más comprensibles y relacionables con hablantes locales, culturas o generaciones específicas.
La tropicalización se puede utilizar para adaptar las preguntas de la encuesta en cuatro áreas para lograr resultados máximos:
Considerar la tropicalización del lenguaje en la investigación de mercado es importante, especialmente al diseñar encuestas. Simplemente traducir preguntas de un idioma a otro es insuficiente. La redacción de las preguntas y la presentación de las opciones de respuesta de forma diferente influyen en la eficacia general de la encuesta. El contexto cultural y las características del público objetivo siempre deben considerarse al diseñar una encuesta para que sea relevante para la audiencia prevista.
El abandono de la encuesta también puede producirse por otros motivos, como un problema de configuración en la programación de la encuesta o simplemente porque los encuestados se aburren. Es fundamental que los investigadores analicen en qué parte del cuestionario los encuestados abandonan o son filtrados para comprender mejor qué se necesita para mejorar las tasas de participación.
La tropicalización del lenguaje también puede incluir la adaptación de un cuestionario, encuesta o entrevista a la edad de los encuestados, especialmente si en un proyecto de investigación participan personas de diferentes edades.
Cuando se realiza en relación con las edades de los encuestados, la tropicalización puede implicar el ajuste del nivel lingüístico, la presentación y la formulación de las preguntas, la terminología y el tono para garantizar que las preguntas sean comprensibles e interesantes para cada grupo de edad.
Por ejemplo, si se le pregunta a jóvenes menores de 18 años sobre sus hábitos de consumo, se podría simplificar la redacción y utilizar ejemplos más concretos y actuales. Para los adultos de más de 30 años, podría utilizar un lenguaje más formal y una presentación más compleja pero fácil de entender.
Al adaptar el lenguaje en función de la edad de los encuestados, los datos recopilados serán más precisos, ya que las respuestas pueden variar según su comprensión de las preguntas. Además, la tropicalización del lenguaje también puede contribuir a la satisfacción de los encuestados, ya que las preguntas fáciles de entender hacen que los encuestados se sientan más cómodos al responderlas.
Aunque el español se habla ampliamente en América Latina, no todos usan las mismas palabras. Por ello, tropicalizar un cuestionario adaptando términos y expresiones a las variantes regionales del español hablado en cada país, facilita la comprensión.
Al aplicar un cuestionario de investigación en otro país, hay que tener cuidado. Lo que tiene sentido para unos puede confundir a otros. Por ejemplo, una tienda de conveniencia en algunos países latinoamericanos puede llamarse "tienda de abarrotes" o "minimercado", según la región. En el caso de la comida, la palabra "taco" en México y Nicaragua se refiere a la comida envuelta en una tortilla, mientras que en Colombia puede referirse a una mentira o exageración. En Chile, puede referirse a un atasco de tráfico. Del mismo modo, la palabra "torta" puede referirse a un alimento salado en México, mientras que en otros países como Argentina, es un postre dulce.
La tropicalización de las encuestas de investigación de mercado en América Latina puede prevenir problemas de comprensión y aumentar los índices de participación.
Si pensaban que tropicalizar cada encuesta según el país objetivo en América Latina era complicado, realizar una encuesta para hispanos en Estados Unidos es aún más desafiante. Esto se debe a que muchas encuestas se centran en los hispanos en general, incluyendo a personas de cualquier país de América Latina, con diferentes niveles de aculturación y diversos entornos socioeconómicos.
Pero el equipo multicultural experimentado de ThinkNow es experto en estas áreas y puede asesorarle para mejorar la incidencia en LATAM y EE. UU.
Póngase en contacto con nosotros. Podemos ayudarle.
In the market research industry, incidence refers to the proportion of people in a population who meet the requirements to participate in a specific study. For example, if a study seeks people who have purchased a particular product in the last six months, incidence would be the percentage of people in the total population who meet this criterion.
If the incidence is too low, finding enough participants to conduct a valid and relevant study may be difficult, increasing costs and field time to complete the study. Identifying selection criteria specific enough to obtain reliable results yet broad enough to produce a representative sample is critical.
But what happens when a project experiences inexplicably low incidences despite considering broad selection criteria? When recruitment that should have been quick and easy is not.
The answer to why people are not participating in the survey may lie with how your survey is designed. Examine which survey questions are being abandoned. What trends do you see? Questionnaires must be customized to the needs of a given population if they are to resonate. Researchers can do that through audience customization, in which the language and questioning style is adapted to a specific cultural context, modifying certain terms and expressions to make them more understandable and relatable to local speakers, cultures, or specific generations.
Audience customization can be used to adapt survey questions in four areas to achieve maximum results:
Considering language audience customization in market research is important, especially when designing surveys. Simply translating questions from one language to another is insufficient. The wording of questions and presenting response options differently matters to the overall effectiveness of the survey. Cultural context and characteristics of the target audience should always be considered when designing a survey so it’s relative to the intended audience.
Survey abandonment may also occur for other reasons, such as a configuration problem in the programming of the survey or simply because the respondents are bored. It is critical that researchers analyze where in the questionnaire respondents are either dropping out or being filtered out to better understand what’s needed to improve participation rates.
Language audience customization can also include adapting a questionnaire, survey, or interview for the age of the respondents, especially if a research project involves people of different ages.
When done in relation to the ages of the respondents, audience customization may involve adjusting the language level, presentation and question wording, terminology, and tone to ensure the questions are understandable and interesting for each age group.
For instance, if you're asking young people under 18 about their consumption habits, you could simplify the wording and use more specific and contemporary examples. For adults over 30, you might use more formal language and a more complex but easy-to-understand presentation.
When adapting language based on the respondents' ages, the collected data will be more accurate, as responses may vary according to their understanding of the questions. Furthermore, language audience customization may also contribute to respondent satisfaction, as easy-to-understand questions make respondents more comfortable answering them.
Even though Spanish is widely spoken in Latin America, not everyone uses the same words. Therefore, audience customizing a questionnaire by adapting terms and expressions to the regional variants of Spanish spoken in each country aids comprehension.
When applying a research questionnaire in another country, be cautious. What makes sense to some might confuse others. For example, a convenience store in some Latin American countries can be called "tienda de abarrotes" or "minimercado," depending on the region. In the case of food, the word "taco" in Mexico and Nicaragua refers to food wrapped in a tortilla, while in Colombia, it can refer to a lie or exaggeration. In Chile, it can refer to a traffic jam. Similarly, the word "torta" can refer to a salty food in Mexico, while in other countries like Argentina, it is a sweet dessert.
Audience customizing market research surveys in Latin America can prevent comprehension problems and increase participation rates.
If you thought that audience customizing each survey according to the target country in Latin America was complicated, conducting a survey for Hispanics in the United States is even more challenging. This is because many surveys focus on Hispanics in general, including people from any country in Latin America, with different levels of acculturation and diverse socioeconomic environments.
But ThinkNow's experienced multicultural team of experts is skilled in these areas and can advise you on improving incidence in LATAM and the U.S.
Get in touch with us. We can help.
This October, ThinkNow sponsored IDEAS AMAI 2022, one of the largest conferences for the insights industry, particularly for LATAM market research. The Mexican Association of Market Intelligence and Opinion Agencies (AMAI) works to maintain data quality and transparency in market research in Mexico. The event marked AMAI's 30th anniversary, and the mood was festive.
The format of this year's event was different from previous years as it focused on small group sessions led by industry insiders who shared insights from their careers. The objective was not to sell or argue about the best research method but to listen to and learn from speakers and colleagues.
Here are a few takeaways from some of the sessions.
There was a sense of camaraderie and collaboration at AMAI 2022. Researchers gathered to share experiences and learn from some of the best in the field. Access to such diverse perspectives helps broaden our vision of the industry, the companies we represent, and the clients we serve.
SampleCon 2022 was hosted at the elegant Langham Hotel in Pasadena, California. This year’s conference seemed like a return to normalcy. People from over 25 countries could attend without restrictions for the first time in two years. COVID was not mentioned, and everyone was in the mood to socialize and talk shop. As in previous years, a couple of recurring themes was the topic of many conversations and sessions, including data quality, the talent pipeline, and online sample consolidation. However, if SampleCon 2022 had to be summarized in one word, it would be acquisitions. But let’s start this conference re-cap with a familiar pain point – fraud.
Despite technological innovations to reduce fraud, data integrity remains a concern within the sample industry. This year has been the worst on record for data quality issues, or so it seems. A consensus emerged during the conference that the industry does not have the proper data collection metrics, which is true in some ways. It is also possible to argue that data quality issues result from a lack of uniform industry guidelines.
Online sample companies have their own fraud metrics that don’t always align with other providers. Fortunately, the industry is innovative, and companies like Research Defender license software solutions to mitigate the risk of fraud. However, if there aren’t centralized best practices on how to eliminate fraud from sample, the industry is still vulnerable to attacks, which can have an impact on providers, panelists, and ultimately clients.
As with many industries, the Great Resignation still impacts the online sample industry. The pool of qualified candidates is shrinking, and companies are competing for the same candidates. During the conference, many conversations were held around the water cooler and most agree that resolving the talent shortage long-term will require an intentional effort to get more college students interested in data science. But that doesn’t solve the immediate need, which is a good segue to another force moving on the online sample industry – consolidation.
Acquisitions have accelerated in recent years. Larger market research firms are acquiring smaller ones, resulting in layoffs in some instances. Sample companies needing talent may be able to offer job opportunities to these job seekers, and since they have insights experience, there’s a shorter learning curve.
The market research industry has recently experienced a lot of flux. Kantar acquired Qmee and Schlesinger, who acquired 20|20 Research in 2020, and most recently, Addison Research, announced another acquisition during the conference. Dynata acquired Branded Research, and the list goes on and on. The consolidation of these market research firms also impacts online panel companies. Will Dynata remove Branded Research from the Lucid (acquired by Cint) exchange? That remains to be seen, and is a question many will ask of similar scenarios. Online panels require a massive investment in technology and implementation. A panel can dry out if not maintained, so the infrastructure must be there.
Nonetheless, there is plenty of opportunity for new online sample providers because they can establish community databases, a skill that large companies are not as well-versed in. So it will be interesting to see how everything plays out. Stay tuned!
Over the past two years, the growth of online sample has been extraordinary, almost too good to be true. Cint purchased Lucid for 1.1 billion dollars. Prodage acquired Pollfish for an undisclosed amount, rumored at $70 to $85 million. There is a lot of money flowing into the industry right now, but the challenge is determining whether or not the growth is artificial, spurred by the COVID-19 pandemic. After all, consumers stayed home for two years, turning to the Internet for everything from food and clothing to streaming media services. As a result, e-commerce experienced record highs, spiking 48%, and streaming viewership surged.
“Lockdown stocks” like Facebook (Meta), Amazon, and Peloton enjoyed record-breaking stock prices, and cryptocurrencies rose in popularity.
But the world is re-opening, and fears about the pandemic are waning. People are yearning for in-person experiences, so they’re getting out – back to work, school, gyms, concerts, and restaurants. Beloved pandemic pastimes like Peloton, who is coping with slowing demand for its indoor stationary bikes, are just trying to survive.
Similarly, requests for online sample spiked during the height of the pandemic. When the pandemic canceled in-person focus groups, the online sample industry benefited from the shift to virtual environments. Consumers had more time to join online panels and take surveys at home. As in-person research activities resume, will we see a slowdown in online requests for sample or in survey participation?
Lucid successfully launched the first programmatic exchange sample platform in the market, which spurred competition as new entrants rushed to copy the model. The biggest companies created their own exchange platform or are leasing the exchange software to create their own exchange platform. This process has become known as ResTech (Research Technology). But post-pandemic normalization of the industry could jeopardize the future of these innovations. Not many companies are focused on maintaining actual panels, which are the bread and butter of online sample. The cost of panels has increased, especially those with a multicultural focus. Hispanics panels are very costly and don’t fit the exchange model at the average CPI rate.
So, it’s possible that the online sample industry is rethinking its dependence on panels, that they are leaning into exchange platforms and survey programming instead. However, panels need people to generate responses and aggregate data. This year, 2022, as we start to emerge from the pandemic, will be very telling. We'll see if panels are still relevant or if exchange platforms will be the main means of sample collection.
The online sample market was thrust into the spotlight late this year with two big announcements. Cint acquired Lucid for a whopping $1.1 billion, and Zendesk acquired Momentive Global (Survey Monkey) in a $4 billion deal. These two acquisitions underscore the growing popularity of research technology and validate the value of data insights. This is a win for all parties involved, including online sample providers like ThinkNow, who have delivered quality sample and multicultural consumer insights for the past ten years. (more…)