- Compare sampling spend to purchase activity at retailers. By identifying retailers near sampling venues (the 'test' group) and tracking sales from week -2 to week 10 (week zero being the sampling campaign), sales lift attributed to a sampling promotion can be measured by comparing 'test group' sales against a 'control group' of retailers (stores where sampling is not happening nearby).
- Measure change in overall baseline sales. While a product sampling promotion will likely show a localized lift in sales in the areas where the sampling took place, a national sampling program that precedes an overall upward trend in baseline sales is typically a strong indicator of sampling success.
- Measure coupon redemption. For a sampling promotion that includes coupons, measuring how many coupons were redeemed hints at sampling program effectiveness. Coupons adhered, polybagged, or otherwise bundled with a sample generally enjoy dramatically higher redemption rates than coupons distributed loosely (i.e. separate from the sample).
- Estimate purchase conversion via consumer surveys. Reaching out directly to consumers at the onset of the sampling promotion and then again 8 to 12 weeks after the promotion to ask about purchase activity is effective when sales data is unavailable or difficult to analyze. Surveys are typically collected by phone and/or by email.
- Analyze earned media performance engagement and traffic. Activity on social media doesn't necessarily translate to a purchase, but it does demonstrate brand awareness and interest.
- Collect feedback from consumers. A high percentage of positive feedback indicates the product was well-received and now these consumers are more knowledgeable about the product being sampled.
- Collect feedback from venue staff. A significant advantage to distributing samples in a venue-based sampling model is gaining the ability to collect feedback from venue staff. Positive feedback from venue staff is a strong indicator of sampling success since staff has an 'umbrella' view and can often speak for many consumers at once.
How do you measure sampling success?

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