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Octalysis elevates gamification principles at SXSW

Gamification via Octalysis – Not as tricky as it sounds

Again, this year’s South by Southwest Interactive festival united an astonishing group of innovative thinkers and strategists. One of those innovators was Yu-kai Chou, “a Gamification Pioneer (since 2003), International Keynote Speaker and Occasional Guest Lecturer for Stanford University,” according to his profile on the SXSW website. You can find more detailed information on his theories from Chou’s website, from which some of the information from this article was sourced, in addition to live attendance at the best session of the festival.

But what is Gamification?

Gamification enables companies to use game-like elements such as competition, point systems, challenges etc. to entice customers to use their product. It’s meant to make boring things seem fun, encouraging people to do what they might otherwise ignore.

  • An example of explicit gamification is the Monopoly game at McDonalds.
  • An implicit example would be the progress bar on LinkedIn profiles, showing what percentage of your profile is complete.

Volkswagen started a campaign on its “Fun Theory” to prove that making things fun encourages people to do them more often and therefore change their behavior. While gamification isn’t a new idea — think about every store that offers you cards to earn points or receipts that will enter you to win a prize if you fill out a survey — Chou offers a new way of looking at this strategy, and explains why some gamification plans fail, by describing his theory of Octalysis. This theory analyses eight types of motivations behind successful gamification.

Why does motivation matter in gamification?

This comes down to the difference between extrinsic and intrinsic motivation, meaning being motivated to do things by outside reward, compared to being internally driven. Understanding your consumers’ motivations is very important because intrinsic motivation can be snuffed out by trying to force extrinsic motivation on them.

  • When customers are intrinsically (internally) motivated, they care about your product or service on their own.
  • Extrinsic motivation, like a point system or other gamification technique, won’t matter to customers who aren’t interested in your product to begin with.

A good example of extrinsic motivation defeating intrinsic motivation is looking at students in school who are so concerned with grades that they fail to really learn the material beyond what they need to know for tests and assignments. Poor handling of motivation may be why, even though “70% of all Fortune 500 companies will be using gamification” according to Chou, “80% of these [gamification plans] will fail.”

How Octalysis can keep gamification from failing

Chou argues that simply incorporating gaming “elements” won’t get customers intrinsically motivated to use your product or service, and they simply won’t make a game interesting. In fact, gamification could turn people away, if it feels gimmicky. What will convince potential clients to use your brand, or to keep current customers coming back, is to think about how the gaming elements make them feel. Design games with a human-based, rather than function-based, focus – keep human motivation in mind.

Gamification Pioneer Yu-kai Chou's model of effective gamification motivations, as presented at South by Southwest Interactive 2014.

Gamification Pioneer Yu-kai Chou’s model of effective gamification motivations, as presented at South by Southwest Interactive 2014.

Octalysis driven by 8 drivers

1. Meaning – The drive to be involved with something bigger than yourself, a community or a bigger purpose that drives decisions.

2. Empowerment – The motivation that drives people to paint or play with Legos. Expressing creativity and getting feedback is empowering and creates intrinsic motivation in players.

3. Social Influence – Includes drives such as competition, mentorship, companionship, acceptance, and envy.

4. Unpredictability – Comes into play with gambling at bCasino or http://www.minionlinespiele.net/. When the result is unpredictable, it drives players to try to discover what will happen next.

5. Avoidance – The drive to avoid a bad consequence, such as admitting defeat or feeling if you don’t act now, you’ll miss an opportunity.

6. Scarcity – When things are rare, it increases the motivation to obtain it. For example, if in a game only a select few are awarded a special accomplishment, it would make the players try harder to be one of the few to achieve it.

7. Ownership – When a player feels like he or she owns something, the drive to improve upon that ownership motivates him or her to continue working toward a goal.

8. Accomplishment – The drive to overcome a challenge. This is the easiest motivation to design for, according to Chou. It’s important to stress the challenge, otherwise the reward received will be meaningless.

How to employ Gamification using Octalysis

Begin with how you want your potential customers to feel when engaged with your process and your company. The motivations you wish to emphasize and act upon will help you decide on the best gamification techniques to employ. But ideally, you would use almost all of these motivations since different people are motivated by different drives. After that, consider these four phases a customer will hopefully go through. It’s important to think about how you want your clientele to feel at each stage, showing participants the value of not only beginning your game but sticking with it. These stages include:

  1. Discovery – Value must be evident immediately or no one will begin the process.
  2. Onboarding – When a new participant begins to create a space for themselves in this new gaming community or situation.
  3. Scaffolding – In this stage, value is often achieved through customers’ actions. Their motive may be driven by the core values of accomplishment and empowerment.
  4. End Game (Veteran Retention) – This stage includes mentoring new players and improving the community.

You have the power to interest potential clients and keep your current customers interested in your product or service by employing techniques that will speak to their motivations and show them value every step of the way. No one really needs your particular brand of product, so according to Chou, you need to figure out how to make them want your specific brand.
 
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Which of these tips would you use as a customer? As a business? Let us know what you think in the comments!

 
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Tips from TickSmart social media campaign’s success

What do you get when you combine three social media experts, three student interns with minimal social media experience, and a self-proclaimed Tick Guy?

TickSmart Social Media SWAT team achievements

  • Startlingly improved social media results for TickEncounter
  • Valuable learning experiences for the interns
  • A hilarious Viral Video Award-winning movie trailer
  • A model for future hands-on learning experiences at University of Rhode Island and beyond
  • Useful connections and contacts for TickEncounter within two of its target demographics: parents and pet owners
This meme, which plays on the "Most Interesting Man in the World" meme, is one of the top posts created during this campaign. It gained over 40 shares on Facebook.

This meme, which plays on the “Most Interesting Man in the World” ad, is one of the top posts created during this campaign. It gained more than 40 shares on Facebook.

So how did the TickSmart team get there? Let’s look at some of the techniques that made this particular project so successful.

TickSmart Social Media campaign goals

1. Boost TERC’s [TickEncounter Resource Center] message of tick literacy and the center’s profile using integrated new media strategies and tactics.

2. Structured and led by content and social media professionals, the SWAT Team project offers students an opportunity to serve a real client, foster on-the-job new media skills and understanding, working experience in a creative and collaborative setting, and gain feedback and insights from new media experts.”

Put simply, this campaign hoped to improve TickEncounter’s social media reach while giving the interns valuable experience – and on these two points, this campaign was certainly considered a success.

TickSmart Social Media Campaign results

Among some of the impressive statistics,

  • TickEncounter’s Facebook followers increased by 48.2 percent and
  • Referrals to the TickEncounter website rose by 190 percent.
  • TickEncounter’s followers on Twitter grew by 129 percent, and
  • Referrals from Twitter grew by 103.7 percent.
  • Referrals from Google to the TickEncounter website increased by a whopping 444.11 percent because of strategic SEO marketing.

 

TickEncounter’s message had the potential to reach 2.73 million after most of these strategies, but before the release of Ticknado. It really is remarkable that such in a short period of time, and with minimal cost, this brand can reach almost 3 million people with its message.

All of this was accomplished on a small budget, and can continue to be useful to TERC even after this campaign has ended and funding for the project has stopped. TickEncounter is left with many more followers, connections, and contacts within its two main target audiences – things that will only continue to help spread the health-saving important messages of tick-bite prevention.

Strategies to improve TickEncounter’s social media reach

TickEncounter already had research-based key phrases and marketing techniques in place when the team began the project. The team pondered whether TERC focused too much on promoting these key phrases, and forgot to engage and interact with others in the community using common terms and hashtags, for example.

The three interns had minimal social media experience – and none representing a brand online. So how did they go from very little experience to creating a successful multimedia online campaign? Here are some of the points they began to focus on.

  1. Define and refine target audiences
  2. Develop targeted messaging
  3. Identify potential influencers and engaged communities
  4. Develop conversions and ongoing targeted outreach / events follow-up
  5. Facebook, Twitter, Pinterest – individual goals set for each
  6. Traditional influencer outreach
  7. Repackage existing content
  8. Boost Search Engine Rankings

 

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Meet the TickSmart Social Media team members

Social Media Professionals

  • Suzanne McDonald – Founder of Designated Editor and Newport Interactive Marketers, former Boston Globe journalist, and social media professor at University of Rhode Island and Framingham State University, McDonald spearheaded this project.
  • Julia Scott Cavanaugh – Also a former journalist and current successful blogger on Bargainbabe.com, Cavanaugh advised the social media team on content development, social media engagement, and monetization.
  • Katherine Gagliano – Owner of Amplify Marketing, Gagliano develops content for websites, social media platforms, and email marketing campaigns. She is also on the Boards of the Aquidneck Land Trust and the Portsmouth Business Association.

 

University of Rhode Island Interns

  • Dacia Daly – Working toward a degree in English and Journalism, Daly focused on Facebook, understanding audience based on surveys, and writing guest posts, among other responsibilities.
  • Lafleche Giasson – Nicknamed the “Meme Queen,” Giasson created many popular memes for this project – and inspired the scientists to continue to create more – among many other important contributions. She is majoring in Writing and Rhetoric and Environmental Sciences and Management at URI.
  • Cara Sullivan – Majoring in Public Relations, Sullivan made many connections with target audiences, among other valuable assignments. She feels strongly about tick-disease-awareness because her family dog had to be put down due to Lyme disease.

 

The “Tick Guy”

  • Thomas N. Mather – Director of URI’s Center for Vector-Borne Disease and its TickEncounter Resource Center, Dr. Mather has decades of research on tick-borne disease prevention, tick ecology, tick control strategies, and tick bite protection.

 

TickSmart’s connection to the University of Rhode Island

The founding director of University of Rhode Island’s Harrington School of Communication and Media, Dr. Renee Hobbs helped kick off this program.

This pilot project, which was designed to give the interns real-world experience by working for a brand as an actual social media agency would, is now the model for further projects, like the Unclassroom program, which strives to offer similar hands-on experience to URI students.

Hobbs also named this project one of Harrington School’s top three achievements of 2013.

Let’s look at what the social media team actually did in order to achieve such success.

How these points were put into action

The first strategy was put into place by asking each intern to connect and interact with 20 bloggers who are in the target demographics, in this case parent and pet bloggers. While they could have reached out to more target audiences than that, it’s more important to focus on really cultivating a few key areas online extensively, rather than dabbling here and there.

The second point is something TickEncounter had already begun to work on. TERC/TickEncounter had already thought about ways to create targeted messages. What they needed to work on was to have a little bit of fun with their content.

To help improve how relatable these messages are, the resident “Meme Queen” created witty memes that had tick-related

Examples of some of the memes Lafleche Giasson made to promote awareness for TickEncounter in a funny and relatable way.

Examples of some of the memes intern Lafleche Giasson made to promote awareness for TickEncounter in a funny and relatable way.

lines, like the ones shown here. This type of whimsical content  interests an audience, makes them smile, and encourages them to share your content or page with their friends. This is similarly what made #Ticknado successful. Read more on Ticknado in the section below.

The third point, to engage with influencers and communities, included proposing guest posts on some of the blogs the interns connected with. Nine of the 24 guest post proposals were published on related blogs. This benefits host bloggers because they get an interesting new perspective on a topic, and it benefits you because it harnesses the host blogger’s audience and encourages them to see what else your company has done.

Some of the top Tweets that our TickSmart social media team crafted for TickEncounter.

Some of the top Tweets that our TickSmart social media team crafted for TickEncounter.

The social media team assessed how TickEncounter was already using each social media channel, and how they could improve their use. Specific goals were set for each platform, and then largely bypassed by the end of the campaign.

Establishing your brand as a useful resource for traditional influencers, like media outlets, politicians, and civic leaders, will expand your reach to those who care about your cause offline as well.

The TickSmart team repurposed existing content by creating blog posts of frequently asked questions via email to Dr. Mather. Rather than him emailing people the same responses, and only reaching one viewer at a time, the TickSmart team repurposed that information and saved effort by posting useful facts for all to see.

As always, being knowledgeable of SEO will help your brand be found by those who are looking up related topics. It doesn’t help much if the only people seeing your content are the ones searching for your brand name. Your brand is more likely to get many more new viewers when they see your posts when searching for more general topics.

Behind the success of Ticknado, the “Sharknado” spoof

Suzanne, Julia, and Katherine, the three social media professionals working on this campaign, gathered for weekly strategy sessions. Before the team’s final meeting, a firestorm of ideas and laughter came at the mention of the new movie that was trending on Twitter, “Sharknado.”

They realized that a spoof trailer called, Ticknado would actually not be that difficult, as they had equipment/technical support from TERC’s New Media Director Brian Mullen and a group of people who cared about the cause.

After storyboarding, planning, commandeering TERC’s tick costume, and only about two hours of shooting at the team’s final meeting, a barbeque at Suzanne’s house, the making of #Ticknado was well underway.

What qualities made Ticknado successful?

Viral videos don’t have to be professional quality to become popular. In fact, viral videos are often homemade – people like to see that this is something that they, too, could produce.

Ticknado in particular was successful because it spoofed on an already funny and trending topic. It made something that was already funny and silly, and played on those emotions, taking it a step further.

See this post about the making of Ticknado from the perspective of TickSmart intern Dacia Daly.