More on Search, Transactive Memory and the Elastic Mind

First published January 31, 2008 in Mediapost’s Search Insider

Thomas Young was the last person who knew everything. Or, at least, that’s Andrew Robinson’s claim in his book of the same title. Whether you agree or not, the accomplishments of this 19th century Quaker were certainly impressive. In contradiction to Newton, he proposed the wave theory of light, furthered our understanding of the mechanics of the eye, helped invent Egyptology and decipher the Rosetta stone, created a measure of elasticity in engineering, was an accomplished physician, created a technique for tuning keyboard instruments, compared 400 languages, coined the term Indo-European and still had time to pioneer developments in carpentry and life insurance. Thomas Young was the human Google of his age.

Today, our world is much more complex. There’s too much knowledge to store in just one mind. So, we tend to find other places to keep it for when we need it. Hence the concept of transactive memory, which I touched on last week.

Misty, Watercolored Memories

We have different methods for storing different types of memories. The way we remember our 21st birthday (if we still remember it at all) is different than the way we remember our phone number. Then there’s the way we remember how to ride a bike, or what Led Zeppelin’s “Black Dog” sounds like.

And some people are better at remembering certain types of things than others. That’s why we’ve adapted to extend our memory capabilities by using transactive memory. We rely on others to store memories that we might need at some point. Our wives remember birthdays. Our kids remember how to program our smart phone. Our co-worker remembers how to run the virus scan on our computer. We don’t have to remember all these things; all we have to remember is who does.

The Transactive Web

But what about computers, and, by extension, the Internet? What about search? Doesn’t this take transactive memory to a level never thought of before? Even the reduced work load of remembering who remembers what is significantly more trouble than just being able to instantly recall information with a well-placed query. We dump the details of our life on a hard drive somewhere, and search for it when we need it. Even if we’re looking for something we didn’t know we needed, like the recipe for haggis (how many of you celebrated Robbie Burns Day last Friday?) we can find it when we needed it. And we don’t have to remember it, because we know it will be there come next Jan. 25.

The Adaptive Brain

And that brings us to the second point I raised last week, that of neurological plasticity. Our brain prunes itself, getting rid of capacities we really don’t need anymore, and strengthening those that we do. This happens to the greatest extent in the first few decades of our lives, but it is a lifelong process. I am forcibly reminded of this when my 14-year-old daughter asks me for help with her algebra homework. At one point in my life, I knew this stuff. But most of those neurons have long since disappeared. To offer any help at all, I have to relearn what I once knew, building new neural pathways.

So, as we have to worry less about remembering certain things, like facts, dates, phone numbers and addresses, will our semantic memory capabilities, the place we store these things, become less exercised and therefore, pruned out of the way? And in its place, will we develop greater skills in navigating online spaces?

It’s really not a question, it’s already happening. We can see the difference in the generational abilities in the online space, or when our kids kick our virtual butts in a Wii showdown. But we’re still in a place where we’re balanced on the cusp between the pre- and post-digital world. We still have a foot in each realm. Let’s fast-forward a generation or two and see which capabilities that seem so essential to us today have disappeared. And which new talents, unfathomable to us today, have taken their place.

Exponential Technological Advances

Now, obviously, this is nothing new. We don’t need to remember how to shoe a horse, and our great-grandfather would be amazed (and possibly aghast) at a trip on a California freeway. Change has always happened, and humans have always adapted. But there’s something different now. Raymond Kurzweil calls it The Law of Accelerating Returns. The need to adapt to leaping technological advance is getting more and more demanding. Technological growth is exponential. At today’s rate, we experience 20,000 years of progress in a century. In the year 2045, Kurzweil believes we’ll hit a point where machines become smarter than humans. Could the human mind, which is amazing in its adaptability, simply be outstripped by technology?

One last thought. If you believe in evolution (as I do) humans have evolved as the preeminent species through a long line of trial and error, with our environment as the ultimate judge of genetic worthiness. The problem is that evolution is a long, slow process. Our evolutionary environment, the one we’ve adapted to excel in, is a hunter-gatherer society several thousand years past. Evolution never equipped us to function in the world we live in, except in one regard. It equipped us with an adaptable mind that allows self-awareness. And even that is inextricably tied to our human nature. The human mind is a wonderful thing, but unfortunately, it doesn’t benefit from Moore’s Law.

Search, Transactive Memory and the Plastic Mind

First published January 24, 2008 in Mediapost’s Search Insider

In 1986, University of Virginia Psychologist Daniel Wegner came up with an interesting theory. He realized that we depend on others to remember some of the things we need to know. This is especially true in couples and families. Some of us are better at remembering phone numbers and birth dates. Some of us are better at remembering how 401Ks and computers work. In couples, the longer we spend together, the more we divvy up the memory workload, depending on our spouse to prop up our spotty memories.

Wegner called this transactive memory. With it, we don’t have to remember everything. We just have to remember who knows what. Wegner found this to be true in any small group who spends a lot of time together. The bigger the group, the larger the extended memory capacity.

That’s the first concept I want you to think about. Now, let me give you another.

It’s the Second Chimp on the Left, the One with the Scar

Babies are born with a capability that you and I don’t have. They can recognize and distinguish between faces of different species. For example, if you introduce a 6-month-old baby to six different chimpanzees, then show them pictures of the chimp faces, they’ll be able to recognize them and tell them apart. But to us, they will all look like chimpanzees. The same is true of sheep, or lemurs. To us, a sheep is a sheep is a sheep. It seems we lose this ability around 9 months of age, according to Olivier Pascalis at the University of Sheffield.

Why can we no longer tell chimpanzees apart? We’re born with this ability because at one point in our evolution it was important. The ability to tell animals apart led to a greater chance of survival. But that’s not really true today. Today, in our complex social world, it’s much more important to be able to tell human faces apart. So at about 9 months of age, the brain starts to concentrate on that. And, in this case, something has to give. Sorry chimps, but after a while, you’ll all look the same to us.

There’s one more point I want to share here. Dr. Pascalis found that if parents continued to develop their babies’ ability to distinguish between non-human faces by repeating the exercise, the babies retained that skill.

The Pruning of the Young Mind

It’s not so much this lost ability I find interesting. It’s the underlying reason, the ability for the brain to change itself from birth to maturity. Humans received another gift in the evolutionary lottery, an adaptable mind. The brain you get at birth is not the brain you’ll end up with. A 2007 study at Oxford University found that newborn brains have almost 50% more neurons than adult brains. Babies have more raw “brain material” to work with. They get shipped with the full menu of evolutionary options, including the ability to tell monkeys apart.

But over time, in a process known as “pruning,” the brain starts to discard options it doesn’t use very often. Weak, underutilized neurons, forming neural pathways we never use, get pruned and, in some cases, reconfigured, to make way for pathways that are more commonly used. To go back to our facial recognition example, being able to keep track of all the faces in one’s ever increasing circle of friends and family is a huge task. And it’s right around 9 months that we start venturing out in the world, meeting more and more people. The timing of this is not coincidental.

Fertilized Neurons

But our brains not only get rid of unused functions. They also nurture commonly used functions. The same Oxford study found that although our neuron inventory decreases, we actually gain significantly in another type of cell — glials. Glials are the most important brain cell you’ve probably never heard of. They act as a support system for our neurons, nurturing them and making them more effective. And adults apparently have three times the number of glial cells found in infants.

So, for the next seven days, until my next column, I want you to think about those two concepts: we rely on external sources to extend our memory, and our brains are adaptable, able to rewire themselves to discard capabilities that are no longer important to us, and build capabilities that are more important.

See where I’m going with this? Until next week…

Marketers Fall Victim to our own Disease: Spoon Sized Wisdom

spoonfeedingI have just sorted through over 3500 email newsletters and feed alerts, going back 6months. I throw them all in a folder called “Blog Fodder”.

How did I get 6 months behind? Good question.

A Diversion of Attention

As you probably know, my attention recently has been elsewhere, going through books on a number of diverse subjects, but all touching on some central themes: Why we buy, why advertising and our consumer culture seemed to veer wildly offtrack somewhere in the middle of the 20th century, why we recommend certain brands, even evangelically, over others, and why some companies are much more successful than others at recognizing this and taking advantage of it. It’s been a fascinating journey that’s taken me through about 30 books in the past 6 or 7 months, covering brand strategies, neurology, psychology, sociology, corporate ethics and a handful of other diverse topics.

 My promise to myself has been to average 40 pages read a day and so far I’ve managed to do it. Some days are harder than others. You can breeze through a Seth Godin or Malcolm Gladwell book. The pages almost turn themselves. But when you sit down with a book like Gerald Zaltman’s How Customers Think or Antonio Damasio’s Descartes’ Error, you have to work pretty damn hard to get through your 40 pages a day. My TV watching has gone down the tube, but my timing was pretty good. Thanks to the writer’s strike, there’s nothing on anyway. Actually, my TV watching has switched to digging through several BBC series on the human body and human mind. It’s much better TV than Dancing with the Has Been, Washed Up Semi-Celebrities.

The In Box Shuffle

But back to my sorting through the e-box in-drawer. In those 3500 e-newsletters and alerts, most of which provide links to multiple columns and articles, I wanted to sort out the ones that talked strategically about marketing, including examples of good and bad brand strategies, attempts to really understand consumer behaviors and motivations, musings on the impact of the internet on our consumer society, etc. I was looking for those who were thinking about the big picture stuff. I ended up with about 450 that made the initial cut. Let me put that in perspective. 3500 emails, each with an average of 10 links to articles or features. That’s 35,000 potential sources for strategic thinking. And I ended up with about 450. That’s a hit ratio of 1.3%

Deep Thinkers

The writers that continually show up with these types of columns? Max Kalehoff, Pete Blackshaw, Joseph Carrabis, Bryan Eisenberg and a handful of others. I’ve had a chance to talk or share emails with most of these and I know they all share my curiosity of all things human. I think that’s the key factor here.

The other 98.7%? Bite size pieces of industry news, quick “7 Things You Must Do to Supercharge Your XXXX Strategy” and “6 Easy Steps to XXXXX” and assorted tidbits. Easily digestible, promising a quick reward and instant gratification. My email inbox was filled with predigested spoonfuls of marketing sugar.

Don’t Spoil Your Supper

Now, obviously, there’s an appetite for this. And I think that’s the problem. As marketers, we’re always looking for the quick fixes and the instant tweaks. We’ve fallen victim to our own messaging. We’ve retrained our brains to think in 30 second bites. Anything longer than that, and our attention starts to drift. We’ve become consumers for quick marketing strategies. We have a voracious appetite for what’s new, what’s hot, what’s sexy, forgetting that at the end of the day, people will be people and we still are largely motivated by things that haven’t changed much in centuries. Sure, technology has changed dramatically, but everything only works if it can be filtered through our thick skulls.

Why do we do this? Well, again, it comes down to evolution. The human genome has evolved to be inherently lazy. As a species we exert less energy, so we were selected as the winners in the genetic lottery of life. The well rested will survive.

Stop Consuming and Start Thinking

But when it comes to marketing, there’s something fundamental happening right now that needs a deeper look than just your typical 7 Steps to Surefire Success. We need to muse longer and ask why more. It was eye opening to me lately when I was in a room full of 400 marketers and I asked them if they had ever heard the word satisficing. One person put up their hand. Satisficing is a key element to understanding consumer decision making. It’s not a new concept. It’s been around for almost 60 years. Heaven forbid I ask marketers how they think Damasio’s somatic marker theory might influence satisficing in consumer decisions.

I’m not saying that there isn’t a place for the quick fixes and the 7 Step lists. There is. I just think it shouldn’t make up 99% of marketing thinking. As one person who bucked the genetic trend and dared to take a deeper dive, I’m here to tell you it’s not easy, it’s not quick (probably into the hundreds of hours invested in the last 6 months) but it’s worth it.

SpaceTime: Another Dimension to Search

The quote on the home page of SpaceTime is intriguing:

“I think I’ve found a product that makes the Google interface look like it was designed by Apple.”
Rob Enderle, Enderle Group.

Now, those are two pretty big names to throw around. But you know what? Based on an initial test drive, SpaceTime just might be up to the challenge. This is a paradigm shift in browsing behavior. When I interviewed Jakob Nielsen last summer, he took Ask to task for calling their interface 3D.

Gord: Like Ask is experimenting with right now with their 3D search. They’re actually breaking it up into 3 columns, and using the right rail and the left rail to show non-web based results.
Jakob: Exactly, except I really want to say that it’s 2 dimensional, it’s not 3 dimensional.
Gord: But that’s what they’re calling it.
Jakob: Yes I know, but that’s a stupid word. I don’t want to give them any credit for that. It’s 2 dimensional. It’s evolutionary in the sense that search results have been 1 dimensional, which is linear, just scroll down the page, and so potentially 2 dimensional (they can call it three but it is two) that is the big step.
Well, SpaceTime attempts to jump the gap to the 3rd dimension by giving web browsing depth as well as heighth and width. Is it successful? Yes and no. But there’s enough “yes” here to significantly change your browsing experience, especially when it comes to searching, and to entice you with what the possibilities might be.

spacetimeopensm

(I tried to get more screenshots, but SpaceTime is a bit of a memory hog, and I didn’t have enough to run SnagIt and SpaceTime as the same time without them both crashing)
Lately I’ve been spending a lot of time writing and talking about how search helps us make decisions where we have to gather and compare alternatives, as in researching an upcoming purchase. This is called satisficing, and search is built to be a natural extension of our working memory. But one of the drawbacks is searches fairly rigid interface. We can usually only see one page at a time. Even the introduction of tabbed browsing, while a step in the right direction, still feels rigid and linear. We pogostick back and forth between pages and the search results. And as I’ve said before, linear is not how humans operate. We’re used to dealing in random ways in 3 dimensional environments. The 20th century squeezed us into a linear, 2 dimension, sequential mode, just because we didn’t have any choice, but the 21st century will be one of navigating within 3 dimensions (and probably 4, as technology allows us the shift timelines to suit our purposes more often) and picking our own random paths through them, berry picking our content. SpaceTime (notice the inclusion of the 4 dimensions in the name) is an interface built to allow this to happen.
Don’t Worry, Be Crappy
Guy Kawasaki always says, when you have something revolutionary, don’t worry, ship it even if it’s crappy. It worked for the Mac. Let’s hope it works for SpaceTime.
Now, to be fair, the SpaceTime interface is far from crappy, it’s a prettty polished piece of work. But if we’re moving into a 3d environment, I want to be able to interact with it in an intuitive way. SpaceTime doesn’t quite allow me to do this yet. I can’t grab and manipulate items in the 3d space. I have to use the buttons and controls SpaceTime provides to go from page to page. But the advantages SpaceTime offers, allowing me to quickly flip from page to page, all the time keeping a visual history of my browsing in a bottom timeline, more than makes up for the pain. This turns pogo sticking into an experience more like spreading options on a table in front of you, allowing you to spot the things that appear to be what you’re looking for. And that’s a big shift from what we’re used to.
In the test drive, I also found that auto loading videos and other rich streaming media seemed to give the SpaceTime interface some hiccups (interrupting the SpaceTime continuum — sorry, couldn’t resist) but I’m sure that’s being worked on. This is version 1.0, after all. Generally, it performed pretty well. In fact, one of my favorite uses was browsing through videos in SpaceTime.
But if we look forward into where things are going, with multitouch displays and surface computing, SpaceTime is the step that’s needed into a much more natural user experience. I’m sure the grab and manipulate options I’m looking for are just a version or two away, waiting for more access to the underlying OS to integrate these features in. But Microsoft or Apple has to let this happen. In fact, once you get used to operating in SpaceTime, going back to 2 dimensions just seems clunky. I’d be amazed if one of the two doesn’t snap SpaceTime up soon. Of course, it could also be that SpaceTime just got out first and there’s something in the Apple or MS labs very similar. I’d love to see a mobile version of SpaceTime on the iPhone!
And this is the cloud on SpaceTime’s horizon. While it’s revolutionary, it can’t survive as a stand alone app. This is something screaming to be incorporated into our online experience, and much as I like it, I probably won’t use it again. It’s great for searching, but rather pointless for standard browsing. Where it shines is when you need to consider a number of alternatives, as in search. It’ll linger at the bottom of my programs list, out of sight and out of mind.  I’m too used to my current browsing experience, and the paradigm shift required to use it as my new browser is too great. Without being adopted by a major player, the proverbial 800 pound gorilla, TimeSpace may die on the far side of the Chasm. And that would be too bad, because SpaceTime is all kinds of cool. Let’s hope either it shows up on a MS or Mac interface, or finds a niche it can survive in. Perhaps it’s the next Google acquisition.
Check out SpaceTime. Just one word of advice for them. Dump the autoplay video. It irritates the hell out of me. And is it just me, or does CEO Eddie Bakhash look like Danny Bonaduce?
But I digress.

Human Hardware and Our Operating System: Why Ask Why?

First published January 10, 2008 in Mediapost’s Search Insider

Probability is a consistent master. In many, many things, given a big enough population, you’ll find a bell curve rising from the center, showing how closely we adhere to the norm. As much as we think we’re unique and distinctive, when you start to look at why we do things, more often than not we find ourselves bound by what I call human hardware and operating system issues. These are products of how we’ve evolved as a species, our physical shells, the mechanisms of our brain (all hardware constraints) or how our society has conditioned us to act in a given circumstance (operating system constraints).

The Tyranny of the Bell Curve

Bell curves exist because we share these common characteristics. They keep most of us close to the norm, just through the things we all have in common. That’s why 50% of the human population has an IQ that falls within a 20 point range, and 80% have an IQ between 80 and 120. That’s why humans will never run (unaided) at 60 mph. It’s even why the vast majority of us use search engines the way we do. These things are all dictated by our anatomy, our neural wiring and the society we live in: human hardware and operating systems. But to get here, you have to ask why.

Why is a question I’ve been asking a lot lately. In fact, I’m driving everyone within 5 miles of me crazy with this recently acquired habit. Because you don’t just ask why once. You have to ask it over and over again. And the novelty of this wears off in a hurry if you’re on the receiving end.

Why We Hate Telemarketers

Let me give you just one example of a conversation I had last week:

Chris: I hate telemarketers!
Gord: Why?
Chris (somewhat surprised at the question): Well, because it’s an invasion of privacy.
Gord: So is junk mail. Do you hate that as much?
Chris: No…
Gord: Then why do you hate telemarketers so much?
Chris: They’re a waste of my time.
Gord: So are TV commercials. Do you yell at the TV?
Chris: No.
Gord: So why do you hate telemarketers more?
Chris: Because I feel I have to answer the phone. I can ignore the TV.
Gord: Why do you feel you have to answer the phone?
Chris: Because it might be something important.

And there you have the real reason we hate telemarketers. We have a Pavlovian response they use to fool us into paying attention. We’ve been conditioned to expect important news when the phone rings. And all we get is a poorly scripted and delivered sales pitch for credit cards or a new long-distance plan. We instantly get angry because we feel foolish. It’s not rational, but we all do it. See? Human hardware and, in this case, the HOS, or human operating system.

Why We Stop Asking Why

When we’re young, we ask why a lot more than when we get older; i.e. why is the sky blue? I even asked why about that. It turns out there’s a good reason why we stop asking why. Why questions are a lot tougher to answer, because, as I’ve shown, you have to keep asking why. And often, the answers, when we find them, cause us to have to shift our belief frameworks. The older we get, the harder that becomes. We ask why when we’re young because we’re building our view of the world. When we get older, that view is largely formed. So we start asking questions that allow us to slot information into those existing views. More often than not, those questions start with “what” or “who” or “when.” They seldom start with “why.” That’s too bad. Why? For precisely the reason we stop asking why. Once our beliefs and paradigms shift, we can see things we couldn’t see before.

Why “Why” Should be the First Question You Ask

For instance, let’s return to the telemarketer question. Let’s imagine I asked you to rewrite the telemarketing scripts for Sprint. Once you understand why we hate telemarketers, you’d probably take a totally different approach than you would have before you had this knowledge. I’ve shifted your paradigm, so you’re seeing the problem in a totally new light (if this example caught your interest, I explored more aspects of our relationship with the phone in this blog post ).

My understanding of how people use search started with a string of why questions. Why do people click on top listings more? Why is the No. 1 organic listing almost always the most popular link? Why do we use search so often as we move from awareness into consideration in purchase decisions? Why is there a significant drop-off of scanning activity below the fourth or fifth result? Why was Google more successful in monetizing its search traffic? It turns out all these questions had answers that were buried into our skulls. And in many cases, the reasons had been hardwired into us eons ago. Believe me, there’s a lot more to learn here.

My New Year’s resolution is to ask why a lot more often. I encourage all of you to do the same. And to get the ball rolling, next week I’ll share the name of some books that started to answer some of the great marketing whys.

Ring. Ring. Why We Can’t Ignore the Phone

Back to blogging over the holidays. And to get back in the groove for 2008, an interesting “Whydunnit” that was bouncing around my head and the Enquiro office yesterday.

It started as an example I used in today’s “Just Behave” column on Search Engine Land about how the way we interact with our online world might actually be more native to us and how we evolved than reading a book. Online browsing is actually a return to behavior that we’re pretty familiar with. We were born to multi-task.

Driving and Selective Perception

The example was to show how we use selective perception to decide what needs the full attention of our conscious mind, and it was about driving, daydreaming and cell phone use. Here’s an excerpt:

Here’s another example. Ever drive home on a route you take all the time, either from work or your children’s school, and get home only to realize you didn’t really remember driving there? You’ve driven the route so often that it’s worn a path in your brain and you can do it on autopilot. Meanwhile, your mind wanders in a million different directions, thinking about work, what’s for supper, your next vacation and the marks on your daughter’s report card. But all the time, you’re scanning your environment. If a pedestrian steps in front of you, you slam on the brakes. And you did it faster than you could ever rationally think about it. It’s a hereditary hardwired shortcut, straight to your amygdala, the emergency response center of your brain, bypassing your conscious mind.

By the way, while we’re on the subject of driving, if we’re so good at multitasking, why is talking on a cell phone so dangerous when we’re behind the wheel? It’s not because one of our hands is tied up, as we previously thought. Studies have found that even with hands free devices, we’re four times more likely to be in a car accident when talking on a cell phone. This risk is the same as driving while drunk. And it’s all about reaction time. One study found that if you put a 20 year old behind the wheel talking on a cell phone, their reaction time is the same as a 70 year old not talking on a cell phone.

Here’s the reason. It’s one thing to daydream. That happens in a part of our brain that can be instantaneously turned off, when required, to focus on more urgent matters. Day dreaming is like the brain idling. It doesn’t put too much of a cognitive load on the brain. But a conversation puts a much higher load on the brain. You have to focus your attention on what the other person is saying, and the minute we focus one sense on one stimulus, we lose much of our ability to monitor our environment with that sense.

But it’s more than just the act of listening. Carrying on a conversation requires us to process language, to translate what we’re hearing into concepts, and to take our concepts and translate them back into language. This is one of the most demanding tasks our brain has to do. While carrying on a conversation might not seem like much work, it’s moving our brain from slow idle to 5000 RPMs, firing on all cylinders. Which means there’s less capacity there to process emergency stimuli. In practical terms, we’re talking about a handful of milliseconds, as the brain switches tasks, but that difference can be several car lengths when slamming on the brakes. It’s the difference between a head on collision and a near miss.

Calling on the Phone: Much Worse than Being There

While talking about this with my partner, Bill Barnes, he asked an excellent question. Why does talking on a cell phone while driving seem to be more distracting than talking to someone sitting in the passenger seat? A little sleuthing found a study that seems to indicate this may not be the case. A study done in Spain seems to indicate that the cognitive load is the same. But I think there’s more to it than that. I haven’t been able to track down research proving my hypothesis yet, but I did find some interesting tidbits about our relationship with the phone, and how we’re conditioned to respond to it.

First of all, let’s talk about the “phone coma”. This is the state many of us go into when we’re talking on the phone. We become more oblivious to the outside world. The subconscious scanning of the environment that I was talking about in the Just Behave column seems to drop substantially. When you’re talking on the phone, you seem to gaze blindly into space. Think of the people with the Bluetooth headsets in airports, gazing out across the tarmac, lulled into a translike state by the conversation they’re engaged in. I think Bill’s right. I do think there’s a difference between our awareness when we’re talking on the phone versus talking in person.

You can Talk the Talk, But Can You Walk the Walk?

It even becomes more difficult to walk and talk on the phone at the same time. Again, take a few minutes to check this out the next time you go to the airport and see someone walking and talking on their headset. They’re fine as long as they’re going in a straight line and don’t have to look for directional cues, such as which gate they’re at. But the minute they have to think about where they’re going, they either stop and finish their conversation or ask the person on the phone to wait for a minute. We can’t navigate and talk at the same time. The cognitive load of both tasks is just too much. We have to pick one or the other.

Part of this has to do with how we convey information. Studies have found that in a face to face conversation, a surprisingly small amount of the meaning is derived from the actual words used. In fact, it’s less than 10%. The rest of the message is conveyed through body language and tone of voice. In the case of a phone conversation, at least one of these is missing completely, body language, and even tone of voice is less reliable, because the frequencies of the human voice have been processed and modulated in the transmission over the phone. We’re missing at least half of our communication “bandwidth” so we have to pay more attention to get the meaning.

The Difference between “Being” There and “Hearing” There

But even that wouldn’t completely explain the difference between an in person conversation in the car and talking on a cell phone. Here is where I think the difference comes, and again, it goes back to the difference between “being” there and “hearing” there. If you and I are sitting in the car and having a conversation, we’re both monitoring the same cues, because we’re in the same environment. If I’m in the passenger seat, I can immediately stop the conversation when I see your attention is needed elsewhere. Remember where language comes from. It’s an evolution of the grooming instinct, our need to relate to others of our species. Idle conversation between humans is the same to us as chimpanzees picking lice from each other’s heads. Chimpanzees won’t keep grooming if they’re being threatened by a lion. More important things are at hand. The same is true for humans. Idle chit chat stops immediately when there’s a risk of danger. And we pick up those cues in milliseconds.

But if you’re talking on the cell phone, the other person isn’t aware of your environmental cues. If a child runs in front of your car, the person on the other end of the phone just keeps talking. And you don’t have time to ask them to stop. You have a split second. So your brain is struggling, trying to process the conversation at the same time as your trying to get your brain to turn on the emergency response system. The person on the phone is “cueless”, so the distraction is far greater.

Our Pavlovian Response to Ring Tones

And this brings up another point. We have a conditioned response to phones. A phone ringing kicks in neural hardwiring and triggers a Pavlovian response. This explains a number of oddities about our relationship with the phone.

First of all, Robert Cialdini, in his book Influence, The Psychology of Persuasion, (a great book, by the way) talks about the fact that we can’t seem to ignore a phone ringing. The reason is association. We associate phone calls with news, either about something good or something bad. Either way, we need to know what it is. There is an unknown there that we’re programmed to need to solve. A phone ringing takes precedence in our mental queue. It goes to the front of the line by kicking in a number of subconscious neural triggers. Have you every tried to keep doing something while the phone is ringing? It’s almost impossible. Even if you manage to ignore the ringing (as when you forget to turn the cell phone off in a public event) the first thing you do is head out to the hall and check your voice mail. It’s not quite Pavlov’s dog’s salivating, but it’s pretty close. I’m not sure this understanding will help the next time you’re waiting at a counter for service and the person on is tied up on the phone, seemingly ignoring you, but give it a shot.

The persuasive nature of the phone gets even more insidious. Here’s an except from an article in the NY Times:

The ear gives unequal weights to certain frequencies, making it particularly sensitive to sounds in the range of 1,000 to 6,000 hertz, scientists say. Babies cry in this range, for example, and the familiar “brrring, brrring” ringtone hits this sweet spot, too. (Simple ringtones are more likely to produce phantom rings than popular music used as a ringtone.)

“Your brain is conditioned to respond to a phone ring just as it is to a baby crying,” Mr. Nokes said.

So, not only are we conditioned to respond. Phone manufacturers make it even more irrestible by tricking our brain into the same conditioned response we have when we hear our children crying. So, if we hear our cell phone ring in the car, the brain immediately starts anticipating something of import. The circuits that divert attention away from other activities kick into action, shifting it to the phone call. The physical act of answering the call is only one small part of it. It’s all the conditioned responses we have to the phone that are the real culprits in the increase of cell-related car accidents.

Everybody Hates a Telemarketer – even Jerry Seinfeld.

One last riff on the persuasive nature of the phone. One of my favorite moments on Seinfeld was when Jerry got a call from a telemarketer and responded:

““I’m sorry, I’m a little tied up now. Give me your home number and I’ll call you back later. Oh! You don’t like being called at home? Well, now you know how I feel.”

Why do we hate telemarketer’s so much? In fact, we so despise this form of marketing, we’ve actually legislated against it. Perhaps you’ve already guessed the answer, based on what I’ve already talked about. When the “Do Not Call” list was formed, the reasons put forward were, “a waste of our time”, “an invasion of our privacy” and “an interruption of family time”. While all valid, they’re not the real reasons. The same things could be said for almost any form of advertising, including TV ads, and we’re certainly not legislating them out of existence. In fact, the amount of time allowed for TV advertising in a typical half hour has increased dramatically over the last 2 decades. No, the reason we hate telemarketers has a much more human root: we feel duped by them.

Telemarketers take advantage of our conditioned responses. When we hear the phone ring, our brain kicks in to prepare us to pay attention, because we’ve been conditioned to expect it’s important. Then, we hear the subtle click of the telerouter and the scripted speech begins. Suddenly, realizing we’ve been tricked, we’re furious. Almost irrationally so. We treat telemarketers in a way we would never treat anyone else. I’m completely guilty of this. I’ll hang up on a telemarketer without a second thought, but I’ll put up with terrible service at a restaurant and usually not even mention it, even when asked. Why? Because we hate to be made fools of, and subconsciously, when we pick up the phone and hear a telemarketer, our brains are telling us that we’re a fool. Which makes us angry. Which causes us to lash out. Flight or fight has kicked in, and fight has won. Still considering a career as a telemarketer? It’s a toss of the dice with millions of years of evolution, and you’ll come up snake eyes every time.

Oh..and Happy New Year!

Persuasion on the Search Results Page

First published January 3, 2008 in Mediapost’s Search Insider

Chris Copeland took out 2007 with one last jab at the whole “agencies getting it” thing. Much as I’m tempted to ring in the New Year by continuing to flog this particular horse, I’m going to bow to my more rational side. As Chris and Mike Margolin both rightly pointed out in their responses to my columns, we all have vested interests and biases that will inevitably cause us to see things from our own perspectives. Frankly, the perspective I’m most interested at this point in this debate is the client’s, as this will ultimately be a question the marketplace decides. So, for now, I’ll leave it there.

But Chris did take exception to one particular point that I did want to spill a little more virtual ink over; the idea of whether persuasion happens in search. Probably the cause for the confusion was my original choice of words. Rather than saying we don’t persuade people “in search” I should have said “on the search page.” Let me explain further with a quick reference to the dictionary, in this case, http://www.m-w.com/dictionary/persuadeMerriam-Webster:

Persuade: to move by argument, entreaty, or expostulation to a belief, position, or course of action.

In the definition of persuade, the idea is to move someone from their current belief, position or course of action to a new one. The search results page is not the place to do this. And the reasons why are important to understand for the search marketer.

For quick reference, here’s Chris’s counterargument: Persuasion is at the heart of everything that we do in search — from where we place an ad on a page (Hotchkiss’ golden triangle study) to how we message. The experience we drive to every step of the process is about understanding behavior and how to better optimize for the purpose of connecting consumer intent with advertiser content.
I don’t disagree with Chris in the importance of search in the decision-making process, but I do want to clarify where persuasion happens. What we’re doing on the search results page is not persuading. We’re confirming. We’re validating. In some cases, we’re introducing. But we’re not persuading.

As Chris mentioned, at Enquiro we’ve spent a lot of time mapping out what search interactions look like. And they’re quick. Very quick. About 10 seconds, looking at 4 to 5 results. That’s 2 seconds per listing. In that time, all searchers can do is scan the title and pick up a few words. From that, they make a decision to click or not to click. They’re not reading an argument, entreaty or expostulation. They’re not waiting to be persuaded. They’re making a split-second decision based on the stuff that’s already knocking around in their cortex.

Part of the problem is that we all want to think we’re rational decision-making creatures. When asked in a market research survey, we usually indicate that we think before we click (or buy). This leads to the false assumption that we can be persuaded on the search page, because our rational minds (the part that can be persuaded) are engaged. But it’s just not true. It’s similar to people looking at a shelf of options in the grocery store. In a study (Gerald Zaltman, How Customers Think, p. 124) shoppers exiting a supermarket were asked if they looked at competing brands and compared prices before making their decision. Most said yes. But observation proved differently. They spent only 5 seconds at the category location and 90% only handled their chosen product. This is very similar to responses and actual behavior we’ve seen on search pages.

Now, if someone is in satisficing mode (looking for candidates for a consideration set for further research) you can certainly introduce alternatives for consideration. But the persuasion will happen well downstream from the search results page, not on it.

Am I splitting semantic hairs here? Probably. But if we’re going to get better at search marketing, we have to be obsessed with understanding search behavior and intent. Chris and I are in agreement on that. And that demands a certain precision with the language we use. I was at fault with my original statement, but similarly, I think it’s important to clear up where we can and can’t persuade prospects.

Of course, you may disagree and if so, go ahead, persuade me I’m wrong. I’ll give you 2 seconds and 6 or 7 words. Go!

“What” is a Lot Easier to Ask than “Why”

In the last couple of sessions I’ve done, I’ve urged marketers in general, and search marketers in particular, to step away from the spreadsheet a little more often and start looking at why their customers do what they do. In Park City last week, at the Search Insider Summit, I urged those collected in the room to “spend less time thinking like marketers, and more time thinking like your customer”.

Do Unto Customers as You Would Have Done Unto You

There was a moment that crystallized the issue for me. The session was talking about mobile search, and one person in the room asked the presenter when the mobile carriers would make subscriber information available to marketers for better targeting. For me, this sent off all types of alarms, but in looking around the room, I could see marketing heads nodding in agreement. “Yes,” they nodded, “that information would make our jobs so much easier. We could zero in on exactly the right segment, so we could deliver ads targeted right to them.”

I couldn’t hold back anymore. Commandeering the mic, I asked how many in the room thought this would be a good marketing idea. Many hands went up. Then I asked them, as mobile users, who thought this would be a good idea. You could feel the paradigm shift sweep across the room. They chuckled uncomfortably as they realized they would be inundanted with more disruptive, annoying advertising. Suddenly, the shoe was on the other foot, and it didn’t fit very well.

Too Much What, Not Enough Why

As marketers, we spend long hours puzzling over the what questions:

  • What channels reach my customers most effectively
  • What messages will convert the best
  • What will give me the highest return on advertising spend?
  • What landing pages will yield the highest conversion rates

We crunch truckloads of data, because it’s available. You’ve heard it over and over. One of the blessings of search is that it’s so measurable. Yes, it is measurable, if you’re looking for the answers to what. What link, what click through rate, what traffic source, what conversion action? It’s all laid out for us in a statistical smorgasbord, and search marketers love to dive in. We feast on KPI’s and Metrics, finally pushing away from the table like some over-sated visitor to an all you can eat Vegas buffet, stuffed beyond the point of comfort.

But in pouring through this data, we tend to become fixated on it and think the truth lies hidden in there somewhere. We don’t step back and wonder “why” all those “whats” are happening. I had a great chance to chat with James Lamberti from ComScore at the show, and we talked about this. There’s few sources of sheer quantitative data richer than the ComScore panel. And James and I have had the chance to talk about how Enquiro’s qualitative approach often dovetails nicely with ComScores “quant” perspective of the world. As James said, “the thing I love about your research is that it tells me why much of the stuff we see in our data is happening.” Amen.

Human Hardware

Here’s just one example. In a number of studies done both by ourselves and others (one Microsoft eye tracking study comes to mind) we found that users tend to move down the search page in groups of 3 or 4 listings at a time. This is the “what” that was happening. But it wasn’t until I started looking at concepts in cognitive psychology that were several decades old that I started to understand “why”. It’s because, like most things, it’s human nature. It’s what I’ve started calling a “human hardware” issue. Often, when you see a consistent behavior emerge for the “what” data, it means there’s a significant “why” to be uncovered in the workings of the human mind. In this case, it was rooted in the concepts of working memory and channel capacity, along with the behavior of satisficing, based on work done by George Miller and Herbert Simon over 50 years ago. And once we uncovered the “why”, it lead to a whole new understanding of search behavior.

In his book, “How Customers Think”, Gerald Zaltman talks about a company that did a conjoint analysis of three different package designs. Conjoint analysis is perhaps the perfect embodiment of “what” research; what combination of factors provides the greatest positive response from customers. It’s the basis for multivariate testing in the online world. At the end of the study, researchers were confident they had found the best possible design, but were puzzled when market acceptance was much less than forecast. It turns out that their conjoint analysis simply showed them the lesser of three evils. They failed to uncover the fundamental problems with the design, because they were focused on the “whats”, rather than the “whys”.

Look for the Whys in the Shadows

“Whys” are difficult to uncover. As I said in an earlier post, “whys” are often buried in our subconscious, emotional brain. “Whats” are right there, on the surface, easy to collect and combine in a zillion different ways.  In fact, in many research projects, when behaviors emerge that don’t fit into the hypothetical framework of the conductors, (when the “whats” we see are not the “whats” we expect to see) they are ignored because they’re labeled irrational. In many cases, they’re not irrational. They’re just not understood by the researchers, because the “why” has not been uncovered. As Zaltman says in his book, it’s like the story of the drunk looking for his lights under a streetlight. A passerby stops to help and asks the drunk where he lost his glasses. He points to a far off place in the darkness. The passerby asks why he’s not looking there. The drunk replies, “because the lights so much better here”.

Quantitative data is incredibly valuable. It can provide statistical confidence to see if behaviors are representative. And from the patterns that emerge, we can identify the “whys” we need to look at closer. But it should be part of a collective research approach, not the entire answer. “Whys” should lead to “whats”, which should lead back to more “whys”. It should be a self feeding cycle.

Trust Your Gut

And for the marketers reading this, to ensure yourself a long and successful run as a marketer, become an astute observer of human behavior. Learn to embrace emotions and gut instinct, both in your self and in anyone you meet. As you go through each day, spend as much time as possible wondering why people do what they do. Develop a finely tuned ability to look at things from your customer’s point of view, and if it doesn’t pass the gut check test, don’t do it. Our emotions and instincts are a finely tuned, essential part of our intellect. Trust them more often.

The Why’s of Buy: Soothing the Angry Customer

angerAnger is one of the less noble of human emotions. We tend to beat ourselves up when we get angry. After the emotion dies down, we feel a little foolish for losing control. As Ben Franklin said,

Anger is never without a reason, but seldom a good one.

However, Aristotle probably took a more realistic view of human nature when he said:

Anyone can become angry – that is easy, but to be angry with the right person at the right time, and for the right purpose and in the right way – that is not within everyone’s power and that is not easy.

Here, Aristotle touches on the fact that anger is part of the basic human emotional repertoire for good reason. If we didn’t get angry, we wouldn’t still be here. But rationalizing anger in a positive way is a very rare ability.

Air Rage

I’ve had lots of opportunities to contemplate the nature of anger this week. In what was supposed to be a quick 24 hour trip down to Las Vegas (which has never been on my list of favorite cities) and back, I had two flights cancelled for mysterious reasons, was bumped from a first class seat back to a jammed couch cabin next to someone who apparently thought no one would ever notice if he passed gas constantly on a 2 hour flight, had to spend an unexpected night in a dumpy hotel in Seattle with a bunch of religiously fervent believers who were up til 1 am every night speaking in tongues (which apparently needs to be done at very high volume) and was away from my family for 14 hours longer than expected. Yes, I got a little hot under the collar.

How We Get Angry

Let’s go back to the basics. Why do we get angry? First, let’s understand that anger, along with fear and physical attraction, are probably our oldest hardwired emotions. They’re an embedded part of our neural circuitry that have been hundreds of millions of years in the making. Anger makes up one half of the fight or flight mechanism.

I say this to reinforce the fact that we cannot chose whether or not we can get angry. All we can do is chose what to do with that anger. At the subconscious level, you will pick up cues and the core of your brain, the brain stem working together with the amygdala in the limbic system, will determine if anger is the right response. Remember, this is not the highly refined neocortical part of your brain. This is the part of your brain that is a legacy from our dark evolutionary past. The decision to become angry is not a delicate, deliberate and rational decision. The decision to get angry is throwing an emergency switch. Its purpose is to get you ready for a fight, literally. It happens in a few milliseconds. The reptilian brain doesn’t believe there’s time for a debate about appropriate response, so there’s no rationalization of the situation at this point. What the amygdala does is an instantaneous shuffling through of past experience to see if we’ve encountered anything similar in the past. It’s like a flash card deck of emotionally charged memories. And if we find a match, even a rudimentary one, it’s good enough for the amygdala. We use that as our plan of action.  And the rule of thumb is, the amygdala overreacts. Survival is the objective, so it calls in the big guns.

The amygdala sends out a signal that starts priming the body for a fight. A potent cocktail of chemicals are released, including adrenalin, to kick the body into gear. Blood pressure climbs, the heart starts beating faster, sending more blood to the large muscle groups to get them ready for action. Another chemical, norepineephrine, is also released. The purpose of this is to set the brain on edge, making it more alert for visual cues of danger. More about this in a bit.

Basically, our bodies operate of the premise of “shoot first, ask questions later”. This priming the body for fight happens literally in the blink of an eye. The alarm has been sounded and anger has been unleashed. For right now, at least, the reptile in us is in full control.

But at this point, the things that make us human start to kick in. Another part of the brain, the hippocampus, is the contextual yin to the amygdala’s yang. It picks up the detail to help us put things in the right context. The amygdala tells us that we see a jaguar and jaguars can kill us. The hippocampus determines whether the jaguar is in a zoo, or leaping at us from a tree. This is the first place where our anger becomes to be contextualized. The hippocampus is the brain’s Sgt. Joe Friday: “The facts ma’am, just the facts”.

The next part of the process is where the rational part of our brains steps in and starts taking control. The signals that set the amygdala into action are then passed to the prefrontal lobes in the neocortex. Here is where the appropriate response is determined. A cascade of neural triggers is set off, determining how we should respond, given a more careful consideration of the facts. Remember, this isn’t to determine if we should get angry. That horse has already left the starting gate. This is to determine how aggressively we should override our initial reaction. The prefrontal lobes are our emotional brakes.

When it comes to the effectiveness of these brakes, all people are not created equal. Some have tremendously effective braking mechanisms. Nothing seems to perturb them. These would be the people who were smiling and joking at 10:30 at night in the Horizon Air customer service line at SeaTac airport, after we had found that none of us were getting home that night.

Some of us have much less effective braking systems. In fact, in some of us, our amygdala’s and our prefrontal lobes seem the unfortunate habit of playing a game of one upmanship, escalating the anger to a point totally inappropriate for the situation. This would be the person who was storming from gate to gate, threatening the gate agents to put him on a flight that would get him somewhere closer to home.

When it comes to our braking systems, there’s a right/left balance mechanism. It’s the left prefrontal lobe that seems to be main governor on how angry we become. The right prefrontal lobe, on the other hand, is where we harbor our negative emotions, like fear and aggression. Daniel Goleman, in his book Emotional Intelligence, tells the story of the husband who lost part of his right prefrontal lobe in a brain surgery procedure, and, to the surprise of his wife, emerged as a totally different person, more considerate, more compassionate and more affectionate. Fellow husbands, let’s hope word of this surgical procedure doesn’t get out. We’ll all sleep more soundly.

Outdated Signals

Now, obviously, in today’s world, being threatened by a hungry jaguar is probably not that common an occurrence. The threats to us are more likely to be to our personal dignity, our sense of fairness or our self esteem. But at the limbic level, our brain doesn’t really make a distinction. Remember, this mechanism has been built by millions of years of evolution. The last few thousand years of civilization hasn’t made a dent in it. It’s at the neocortical level, the highly plastic and adaptable part of our brain, where we make these distinctions and by then, we’re already angry.

This is one reason why we can feel so sheepish after an emotional outburst. Basically, our amygdala got carried away, set us up in full fight mode, and the left prefrontal lobe was napping on the job. We responded at a level that was out of proportion to what was appropriate, and it wasn’t until we cooled down a little that we realized it. This is when our wife looks at us after we lose it with the service agent at the lost baggage counter and say, “why did you get so angry?” (the “idiot” that follows this statement is usually implied, but not always) And somehow, “I was ready to fight to the death to ensure our survival as a species” just doesn’t seem like the right thing to say.

Confrontation is from Mars, Plotting is from Venus

By the way, there are gender differences in how we handle anger. Men basically have one response. We’re ready to fight. Confrontation seems to be our sole card to play. Women, on the other hand, have shown a much more varied repertoire of possible responses. They can be passively aggressive, vindictive or vengeful. They can employ much more sophisticated responses like social ostracism. Or, on the positive side, women are more likely to show compassion. But the key differentiator here is that men tend to respond to anger with a physical response, where as women tend to respond socially, either positively or negatively.

This difference makes sense when you look at our typical roles throughout evolution. Men were the physical providers and protectors. Women were the homemakers and the souls of the community. Through our history, men have been conditioned to respond in one way, and women in another. Women are equipped for their role with more empathy, the ability to better read others emotions, and a slower fuse when it comes to anger. Men are equipped for their role with a faster temper trigger, larger muscles and, it seems, a much more predictable response to threatening situations. Now, in making gender generalizations, I’m being incredibly sweeping here, but in aggregate, studies have shown this to be true. Again, I’ll come back to these differences.

The Speed of Anger

The speed of response of the amygdala is a two way street. It’s quick to be activated, but it’s also quick to shut down. The purpose of it is to get us prepared for a single burst of physical activity. Once it does its job, it moves on to the next thing. The information has been passed to the prefrontal lobe for further processing and the amygdala settles down to wait for the next threat. Total time elapsed? A few seconds.

But it’s what happens once anger is passed to the prefrontal lobe that can dictate whether this is a quickly dosed irritation or a long simmering feud. Remember, we have this chain of neural decisions that represent a balancing act between the left and right lobes. It’s the literal equivalent of the devil on one shoulder and the angel on the other. And all this time, we’re scanning our environment, consciously and subconsciously, for further cues about whether we should continue to be angry or to cool down. This is where anger gets much more complex. Every person has a different balance between these governing forces, and every situation is different. How you’re handled during this critical window will determine which emotional imprints you retain. And remember, it’s this emotional memory that will be recalled the next time you’re in a similar situation. This experiential, emotionally charged imprinting is a huge part of how we create attitudes and affinities towards a brand.

Anger in the Marketplace

So, after this long anatomical examination of anger, what’s the point? Well, if you look at how and why we get angry, you start to gain some insight in how to deal with angry customers.

First of all, anger is inevitable in negative customer situations. As much as we’d like to avoid dealing with angry people, let’s accept that as a given. It’s not as if they chose to be angry, they just are. And the degree of anger will be different in each person. What needs to be done is to maximize the chances for the left prefrontal lobe to douse the anger.

By the time you have your first contact with an angry customer, the amygdala has done its job and passed the ball to the prefrontal lobes. The alarm has been raised. Remember, the cause of anger in a customer is almost never going to be physical threat, unless you run the store from hell. Most often, the injury done will be to the customers self esteem, dignity or sense of fairness. And when the customer is in front of you, they’re looking to you to see if you represent a continued threat, or an ally. This will be conveyed through words, but to a much greater extent, through your body language and tone of your voice. The first few seconds of interaction with the customer will determine whether the right or left prefrontal lobe kicks in. If you’re perceived as a continuing threat, you’ll be dealing with the right lobe, and an escalating level of aggression. If you’re perceived as an ally, the left lobe kicks in and you’ll see the anger quickly dissipate. When we’re talking about person to person touch points, the first few seconds with an angry customer have no equal in importance.

Let’s take a closer look at what’s happening here. First of all, let’s remember our brains are being doused with norepineephrine. The purpose of this is to make the brain hypersensitive to possible threats. Again, think about the environment most companies choose to put angry customers in. In my case, after being bumped from my flight I was sent to Horizon Air’s customer service counter (and yes, I’m using the name purposely, and I’ll explain that in a second as well), which is smack in the middle of the busiest part of SeaTac airport. As you line up, waiting for a customer service agent, you’re subjected to the realities of a busy airport: tired, grumpy travelers, beeping carts, annoying gate announcements, reminding you that everyone except you is going somewhere tonight. None of this is going to make you a more pleasant person when you finally get to the head of the line. By now, you’re simmering on a slow boil. In my case, an obviously unhappy toddler decided to start screaming just a few feet from where we were waiting. Now, I’m a Dad and I normally have a lot of patience with unhappy kids, but this time, the screaming was like a jackhammer in my head. The norepineephrine was turning it into a huge warning signal.

Where else do angry customers go? The infamous customer service help line. Again, you’re put on hold, possibly the most irritating situation in the world. Look at this from the customer’s view point. You screwed up and inconvenienced me. You forced me to take valuable time out of my day to rectify the situation. And now you don’t even acknowledge the importance of my time by forcing me to wait on hold? What you’re telling me is your time is much more valuable than mine. Is this showing me that you’re an ally, rather than a threat?

Again, let me give you an example from my personal experience with Alaska and Horizon Airlines. On the trip out (before I got stuck in Seattle), the flight to Las Vegas was cancelled for some mysterious reason. We were never really told why. Now, being a frequent flyer on Alaska (and this is another area I’ll touch on, why we tend to continually anger our most important customers) I had been bumped up to first class. With the cancellation of the flight, I was put on standby for the next flight. The gate agent who checked me in apologized and said that although she couldn’t put me in first class, she’d note down my seat number and they’d try “to make it up to me”. This was the right response. She became my ally.

But on the flight, although I was directly behind the first class cabin (constantly reminding me that I had been bumped out) no flight attendant offered to make it up in any way. After waiting for most of the flight for the offer of a free drink or even an extra bag of peanuts, to no avail, the person behind me wanted to order a drink and caught the attention of the attendant in first class. She asked for the $5 dollars, and he said he was still waiting for the change from the first drink he ordered. She asked him if he was from the bumped flight and when he said he was, she said that they were supposed to offer everyone from that flight a free drink anyway, by way of apology, so not to worry about it. But no one offered anyone else from the flight a drink. There was no apology and no consideration.

Now, let’s examine this from my perspective. First, although angry, I had been appropriately dealt with and my inconvenience had been acknowledged. My sense of self esteem (as one of Alaska’s most valuable customers) had been repaired to some extent. But then this was not followed up on while I was on the plane. Not only was my dignity and self esteem disregarded, my sense of fairness was outraged at the lack of follow through with the inconvenienced passengers.

Where’s the next place Alaska dropped the ball? I considered saying something to the attendant, but that’s not in my nature. What I did was fire off an email to Alaska’s “Customer Care” address. Again, this is a typical channel provided for angry customers. But does it hit any of the required actions to mollify an upset customer? After struggling through a complicated form, I submitted my complaint. I got an automated reply saying that my submission had been received, saying that it was important to Alaska, and that it would typically be as many as 30 days before I received any response. No personal acknowledgement of my anger and the sense that I had been dumped into a big bureaucratic bucket. Again, this is not the way to tell me you’re my ally and you want to make the situation better. This is telling me that your hope is that I’ll forget all about it in 30 days, shut up and go back to being a good, submissive customer. That’s not going to happen. Let me till you why.

The Probability of Angering Your Best Customers

Here’s the ironic thing. Odds are it will be your best customer that you cause to get angry. It’s a simple case of probability. They have more encounters with you, so the odds of something bad happening go up. If I’m going to have a bad experience on an airline, it’s likely going to be the airline I travel most often.

With these customers, it’s more important than ever to acknowledge their anger and inconvenience. First of all, they represent a much higher lifetime value than the average customer, so the loss of business is a bigger deal (I’ve probably spent over a $100,000 with Alaska Airlines in the past 3 years), but secondly, they’ve made a commitment to your business, and you have to acknowledge the importance of that commitment. In return for making that commitment, and spending a large percentage of my yearly travel budget with Alaska, I want to feel that they recognize my importance as a customer. We’re more emotionally invested with the business, so we’re more susceptible to strong feelings, including anger. It’s the difference between having a fight with a stranger and a friend. There are a lot deeper and more complex feelings at play when we fight with a friend. The residue of a fight with a stranger will fade away completely in a few hours. Chances all, we’ll barely remember it. But the consequences of a fight with a friend can last days, weeks or even years. The scars can be deep and permanent.

There’s another critical element to understand here. Because your best customers have an emotional stake in your brand, if you don’t treat them very carefully when they’re upset, they’re also the ones most likely to spread the word either in person or online. By not acknowledging their importance as a customer and the validity of their anger, you’ve kicked the right prefrontal lobe into high gear. Physical confrontation is not an option but the negative feelings need an outlet. The more emotion involved, because of the greater emotional investment, the more we need to express our disappointment and anger. All we want to be is heard. If the offending party won’t listen, I’ll find someone who will. Hence my deliberate use of the brands Alaska Air and Horizon Air in recounting my experience in this post. For what happens with negative word of mouth, see my post earlier this week.

How to Handle an Angry Customer

So, what could Alaska or Horizon Air have done better? What can any of us do better? Let’s first except the fact that bad things are going to happen to customers, that those customers are probably going to be our best customers, and that they’re going to get angry. If we start from there, we can start looking at some practical ways to diffuse anger.

Timing is Critical

Remember, the anger response is very quick. In under a second, the initial response goes from the amygdala to the prefrontal lobes. And the longer it sits there, the more it simmers. Companies need to take a triage approach to angry customers, providing an initial assessment (and acknowledgement, as below) and then routing the person to the appropriate response channel. Anger left without a response will simply lead to more anger. Long waits on a hold line or in a lineup is not what you want to do

Acknowledge the Anger

In this immediate response, it’s important to let the customer know their anger is heard and acknowledged. Make them feel you’re their ally in getting this resolved. This immediately engages the left prefrontal lobe, rather than the right, diffusing the anger rather than adding to it.

Apologize Quickly

If appropriate, apologize, but do it sincerely. Do it face to face, eye to eye. The typical “pilot apology” (this is the pilot coming on the intercom during a flight and offering the blanket, corporate apology for the delay) won’t do it. The flight attendants should be doing it with every single customer, face to face.

Remove Negative Stimuli

This is huge. All too often, the place where angry customers are dealt with represent the worst possible environment for avoiding confrontation. Waiting is the norm and there’s no thought given to how to make the slighted customer feel heard and appreciated. In fact, as we’ve seen, these environments (either physical or virtual) feed the norepineephrine doused brain more and more signals that indicate a hostile environment. Instead, deal with angry customers in a soothing and even distracting environment. If you must make somebody wait, try to do everything possible to introduce positive stimuli to lighten the mood.

Respond Appropriately

Of course, the biggest factor is the nature of the person you’re dealing with when you’re angry. When I say we’re only human, there are two sides to that. Just as we’re prone to all the hair triggers and emotional flooding that comes with anger, so are the people on the other side of the counter. This means that you need to recruit a very special type of person to deal with angry customers, and provide them with an understanding of what causes anger and how to respond appropriately. You’re looking for people who have a hyperactive left prefrontal lobe. They have to be able to convey, through their words, their body language and the tone of their voice, that they’re the customer’s friends, not their enemy and that they’re going to make it right.

By the way, you might think, given my previous observations about the emotional intelligence of men versus women, that women would be a better choice, and in some instances, you’d be right. If you are upset and have the opportunity to talk to a man or a woman at the service counter, most of us would choose the woman. But that can also be a dangerous assumption. Here’s why. Just as women are more adept at reading emotions, they also tend to be more apt to show emotion. This means that a woman who does tend to be prone to becoming upset, irritated or angry will convey this more through her body language and attitude. This is not the place for officiousness or easily rattled people. This is where you need to find the most empathetic people you have and deploy them where they can do the most good.

Unfortunately, for most businesses, dealing with angry customers is the worst of all assignments. It can often be outsourced (talk about not being heard and acknowledged), or grudgingly done by someone who’s not equipped for the task, emotionally or with adequate training. What is the most important encounter you can ever have with a customer, and one that requires a masterful level of interpersonal skills, is done with a negative mental framework already in place (an angry person going to deal with other angry people) or, even worse, ignored, hoping the problem will go away.

Little Things Mean a Lot

The good news is, we all have very low expectations as customers when we’ve been slighted by a company. We’re used to being ignored, marginalized and put through the meat grinder. So it doesn’t take a lot for a company to really provide a positive and remarkable experience. If you can deal with the anger quickly, acknowledge it and make them feel they’ve been heard, become their ally and work towards a resolution that feels fair, then it doesn’t take much more to turn a fair response into a remarkable response.

Let’s go back to my experience with Alaska Airlines. I understand that things happen with airline schedules, and I wasn’t even that upset that I was bumped back to coach. What really irritated me was the lack of follow through on the gate agent’s promise to “make it right”. I wanted Alaska to show that my business was important to them. What would it have cost them to give me a free drink, along with a personal apology from the flight attendant? Or a small coupon for a fare reduction on a future flight. If you want to make it remarkable, get the pilot to take 5 to 10 minutes to walk through the cabin and personally apologize to every one of the 18 or 20 people who were bumped from the previous flight.

Remember, emotions permanently imprint brand attitudes. And emotions come with experiences. Good experiences create good emotions. Bad experiences create bad emotions. But you have the opportunity to determine which emotions you leave your customers with when things go wrong.

Postscript

I have to let you know that Alaska/Horizon has responded admirably to my complaint. I did receive a discount voucher as well as a very frankly written and apologetic email. They’re doing most things right, but unfortunately, timing is everything. Again, this is common in today’s world. Once you’ve discovered that you’ve upset a valuable customer, damage control is set in motion. But what I tried to outline is that the damage can be minimized dramatically if you respond promptly to become the customer’s ally and diffuse the anger before it has a chance to mount.

This has to do with more front line training and some standard procedures built on a greater awareness of the nature of anger itself.

But, the response shows that Alaska’s heart is in the right place and their intentions are good. They just have to brush up on execution at the initial point of contact.

Highlights from the Search: 2010 Webinar

Yesterday, I had the tremendous privilege of moderating a Webinar with our Search 2010 Panel: Marissa Mayer from Google, Larry Cornett from Yahoo, Justin Osmer from Microsoft, Daniel Read from Ask, Jakob Nielsen from the Nielsen Norman Group, Chris Sherman from Search Engine Land and Greg Sterling from Sterling Market Intelligence. It was a great conversation, and the full one hour Webinar is now available.

I won’t steal the panelists thunder, but the first question I posed to them was what they see as the biggest change to search in the coming year. Most pointed to the continued emergence of blended search results on the page, as well as more advances in disambiguating intent. A few panelists looked at the promise of mobile, driven by advances in mobile technology such as multi touch displays, embodied in the iPhone. After listening again to the various comments, I’ve put them together into 4 major driving forces for Search in 2008 and beyond:

Disambiguation

The quest to understand what we want when we launch our search is nothing new. How do you deal with the complexities and ambiguity of the English language (or any language, for that matter) when you’re trying to make the connection between the vagaries of unexpressed intent and billions of possible matches? All we have to go by is a word or two, which may have multiple meanings. While this has always been the holy grail of search, expect to see some new approaches tested in 2008. We’ve already seen some of this with the search refinement and assist features seen on Yahoo, Live and Ask. Google also has their query refinement tool (at the bottom of the results page), but as Marissa Mayer pointed out in the Webinar, Google believes that as much disambiguation as possible should happen behind the scenes, transparent to the user.

The challenge with this, as Marissa also acknowledged in the Webinar, is that there are no big innovations on the horizon to help with untangling intent in the background. Personalization probably holds the biggest promise in this regard, and although it was regarded with varying degrees of optimism in the Webinar, no one believes personalization will make too much of a difference to the user in the next year or so. All the engines are still just dipping their toes in the murky waters of personalization. Using the social graph, or tracking the behavior of communities is another potential signal to use for disambiguation, but again, we’re at the earliest stages of this. And, as Jakob Nielsen pointed out, looking at community patterns might offer some help for the head phrases, but the numbers get too small as we move into the long tail to offer much guidance.

For the foreseeable future, disambiguation seems to rest with the user, through offering tools to help refine and focus queries, and possibly doing some behind the scenes disambiguation on the most popular and least ambiguous of queries, where the engines can be reasonably confident in the intent of the user. The example we used in the Webinar was Feist, a very popular Canadian recording artist. But “Feist” is also a breed of dog. If there’s a search for Feist, the engines can be fairly confident, based on the popularity of the artist, that the user is probably looking for information on her, not the dog.

More Useful Results

The second of the 4 major areas goes to the nature of the results themselves, and what is returned to us with our query. Universal (Federated, Blended, etc) results are the first step in this direction. Expect to see more of this. Daniel Read from Ask led the charge in this direction, with their much lauded 3D interface. As engines crawl more sources of information, including videos, audio, news stories, books and local directories, they can match more of this information to user’s interpreted intent. This will drive the biggest visible changes in search over the short term. For the head phrases, those high volume, less ambiguous queries, engines will become increasing confident in providing us a richer, more functional result set. This will mean media results for entertainment queries, maps and directory information for local queries and news results for topics of interest.

But Marissa Mayer feels we’re still a long ways from maximizing the potential of the plain old traditional web results. She pointed out some examples of results where Google’s teams had been working on pulling more relevant and informative snippets, and showing fresher results for time sensitive topics. Jakob Nielsen chimed in by saying that none of the examples shown during the Webinar were particularly useful. And here comes the crux of a search engine’s job. Just using relevance as the sole criteria isn’t good enough. For someone looking for when the iPhone might be available in Canada, there are a number of pages that could be equally relevant, based on content alone, but some of those pages could be far more useful than others. The concept of usefulness as a ranking factor hasn’t really been explored by any of the algorithms, and it’s a far more subtle and nuanced factor than pure relevance. It depends on gathering the interactions of users with the pages themselves. And, in this case, we’re again reliant on the popularity of a page. It will be much easier to gather data and accurately determine “usefulness” for popular queries than it will be for long tail queries.

By the way, the concept of usefulness extends to advertising as well. A good portion of the Webinar was devoted to how advertising might remain in sync with organic results, whatever their form. Increasingly, as long as usefulness is the criteria, I see the line blurring between what is editorial content and what is advertising on the page. If it gets a user closer to their intent, then it’s served its purpose.

Mobile

When we’re talking innovation, the panel seems to see only incremental innovation in the near term on the desktop. But as a few panelists pointed out in the interview, mobile is in the midst of disruptive innovation right now. The iPhone marked a significant upping of the bar, with its multitouch capabilities and smoother user experience. What the iPhone did in the mobile world is move the user experience up to a whole new level. With that, there’s suddenly a competitive storm brewing to meet and exceed the iPhone’s capabilities. As the hardware and operating systems queue up for a series of dramatic improvements, it can only bode well for the mobile online experience, including search.

Remember, there’s a pent up flood of functionality just waiting in the mobile space for the hardware to handle it. The triad of bottlenecks that have restricted mobile innovation – speed of connectivity, processing power and limitations of the user interface – all appear that they could break loose at the same time. When those give way, all the players are ready to significantly up the ante in what the mobile search experience could look like.

Mash Ups

One area that we were only able to touch on tangentially (an hour was far too short a time with this group!) is how search functionality will start showing up in more and more places. Already, we’re seeing search being a key component in many mash ups. The ability to put this functionality under the hood and have it power more and more functional interfaces, combined with other 2.0 and 3.0 capabilities, will drive the web forward.

But it’s not only on the desktop that we’ll see search go undercover. We’ve already touched on mobile, but also expect to see search functionality built into smarter appliances (a fridge that scans for recipes and specials at the grocery store) and entertainment centers (on the fly searching for a video or audio file). Microsoft’s surface computing technology will bring smart interfaces to every corner of our home, and connectivity and searchability goes hand in hand with these interfaces between our physical and virtual worlds.

That touches on just some of the topics we covered in our one hour with the panelists. You can access the full Webinar at http://www.enquiroresearch.com/future-of-search-2010.aspx. We’ll be following up in 2008 with more topics, so stay tuned!