![the cover of the formation brand loyalty 2020 report, subtitled the need for hyper individualization, featuring a photo of a smiling man typing on a laptop](https://www.walkersands.com/wp-content/uploads/2022/07/Formation_Hero.png)
Interactive Research Report Triples Formation’s Monthly Media Placements
Martech provider engages customers with a unique interactive research report, driving a boost in media placements and brand credibility.
Overview
Martech provider Formation recognized its brand and product messaging were indistinguishable from competitors — leaving the organization vulnerable in the crowded martech landscape. To stake its claim in the space, Formation partnered with Walker Sands on a data-based content asset that drove awareness with retail, travel and restaurant prospects and reporters, while bolstering the brand’s credibility and expertise.
The result was an interactive research report and PR campaign featuring an attention-grabbing visual style and compelling content that garnered 25 media placements, seven of which were in top-tier outlets.
total media placements
top-tier media placements
report downloads
![pages from the formation brand loyalty report](https://www.walkersands.com/wp-content/uploads/2023/12/Formation_1-768x407.png)
![a data visualization titled "percentage of consumers who would pay a premium for a personalized experience" with a pie chart showing 50% would pay, 50% would not pay](https://www.walkersands.com/wp-content/uploads/2023/12/Formation_2.png)
![an animated gif showing nail polish, foundation and makeup brushes on a yellow background. white text on the left reads "purchase your cosmetics." a cursor scrolls left to click a button titled "check out" while a number labeled "subtotal" counts up to $45. that text vanishes into the background as new text is highlighted, reading "beauty insider: earn 1 point per dollar spent." a number labeled "total insider points" counts up from 986 to 1,031](https://www.walkersands.com/wp-content/uploads/2022/07/Formation_CaseStudy_Sephora_v1.1.gif)
The Challenge
Following a rebrand, Formation struggled to establish its solution in the market. The brand lacked the product messaging to differentiate its proprietary machine learning algorithm, which led to disjointed marketing efforts. To help Formation gain traction with key audiences, Walker Sands created a foundational content asset to support cross-channel lead generation, drive a greater volume of media coverage and highlight Formation’s differentiators in the martech space.
![an animated gif showing a Starbucks frappucino on a yellow background. white text on the left reads "purchase your mocha frappe." a cursor scrolls left to click a button titled "check out" while a number labeled "subtotal" counts up to $5. that text vanishes into the background as new text is highlighted, reading "Starbucks Rewards: earn 2 stars per dollar spent." a number labeled "total star points" counts up from 93 to 103](https://www.walkersands.com/wp-content/uploads/2022/07/Formation_CaseStudy_Starbucks_v1.1.gif)
![data visualization titled "consumer-reported brand loyalty now compared to 5 years ago" with toggle buttons reading "much more loyal" and "slightly more loyal." the slightly more loyal button is selected. below is a graphic of a price tag with a heart on it labeled "35% slightly more loyal"](https://www.walkersands.com/wp-content/uploads/2023/12/Formation_6.png)
The Solution
The team developed a data-driven research report based on a survey of 2,000 U.S.-based consumers to benchmark the state of brand loyalty and personalization. The data findings informed a 49-page interactive research report filled with headline-worthy insights targeted to retail, travel and restaurant reporters. Key elements of the research report included:
- PDF interactivity: Interactive components were embedded within the PDF report to augment data visualizations. Readers could engage with data visualizations throughout the report via clickable buttons — creating a more exciting and digestible experience.
- Pitchable Quiz: The team concluded the report with an interactive quiz aimed at determining a brand’s “personalization score.” This provided an opportunity for customers to realize where their brand might be lacking. The quiz element was designed to exist both within the report and on its own as an asset that could be pitched to the media.
Walker Sands developed a media outreach strategy to maximize media coverage for the report, creating a news moment for the brand. For embargoed outreach, the PR team identified reporters at targeted mainstream business and trade media for pre-launch and personalized pitching. This allowed the team to solicit early feedback on the report and start conversations with hard-to-win outlets before launch day.
The media strategy also included the development of eight angles to drive a steady cadence of media coverage in the weeks and months following the launch of the report. Key industry verticals targeted with outreach included technology, marketing, retail, CPG and travel.
![page from the brand loyalty report showing three white columns each labeled "keep in mind" with a percentage in large green text. there is additional text but it's too small to read.](https://www.walkersands.com/wp-content/uploads/2023/12/Formation-7-768x407.png)
The Results
Walker Sands packaged the report findings into an interactive PDF. This delivery vehicle encouraged marketers to engage with data and page elements, and shined a light on the company’s personalization solution, enabling Formation to stand out among competitors.
The report generated 25 total media placements, including seven top-tier placements in outlets like Yahoo Finance, ZDNet, Adweek, Travel Pulse, CRM Buyer and Hospitality Tech, while the interactive research report drove 255+ downloads, including downloads by major brands like McDonald’s, Walmart, Citi and Marriott.