Implicit Explicit Ads
Implicit Explicit Ads
Journal of Advertising
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To cite this article: Chun-Tuan Chang & Ching-Ting Yen (2013) Missing Ingredients in Metaphor Advertising: The
Right Formula of Metaphor Type, Product Type, and Need for Cognition, Journal of Advertising, 42:1, 80-94, DOI:
10.1080/00913367.2012.749090
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Journal of Advertising, 42(1), 80–94
Copyright C 2013, American Academy of Advertising
Ching-Ting Yen
Relmek Co. Ltd., Kaohsiung City, Taiwan
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80
MISSING INGREDIENTS IN METAPHOR ADVERTISING 81
metaphorical objects could be depicted either in their entirety Influences of Need for Cognition
(juxtaposition) or in part (synthesis). Our taxonomy of visual Although NFC has been identified as influential in metaphor
metaphor depends upon whether or not the product is included advertising (Phillips and McQuarrie 2004), there is a lack of sup-
in the ad’s visual metaphoric illustration. An explicit metaphor porting empirical data from which to draw conclusions. NFC is
plays an active role in visuals because the product (brand) image defined as an individual tendency to engage in and enjoy effort-
is formally expressed and integrated into the visual metaphoric ful thinking (Cacioppo and Petty 1982). NFC also influences
picture. In contrast, an implicit metaphor maintains a passive one’s motivation to think. The elaboration likelihood model
role in visuals and uses only a small product (brand) image, (ELM; Petty, Cacioppo, and Schumann 1983; Petty and Ca-
perhaps at the bottom of the ad. cioppo 1986) provides a framework to understand the role of
Compared with direct claims, metaphors have the advan- NFC in metaphor’s persuasive effects.
tage because they evoke more cognitive elaboration than do lit- Consumers who are high in NFC tend to follow the ELM’s
eral messages (Toncar and Munch 2001) and make consumers central route to persuasion, forming their attitudes based on
more receptive to multiple, distinct, positive inferences about a rational evaluation of the message (Haugtvedt, Petty, and
the advertised product or brand (McQuarrie and Mick 1999; Cacioppo 1992). Although pictures are often considered to
McQuarrie and Phillips 2005). Metaphors also inject novelty be heuristic cues that lead to peripheral processing (Petty
and increase motivation to process the ad (Morgan and Re- and Cacioppo 1986), pictorial metaphors deliver arguments
ichert 1999). Compared with implicit or explicit metaphors, the
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and Meyers-Levy 1997) also can be applied to explain how about the product in the metaphoric image. The use of an ex-
individuals evaluate explicit and implicit metaphors differently plicit metaphor should thus be more effective when promoting
based on product type. Resource-matching theory states that utilitarian products.
the persuasion of the message is maximized when the resources
H3: For individuals with high NFC, purchase intentions and positive
allocated to processing the information match those required
attitude toward the advertised brand will both be higher when an
for the task. The salient features in this study are hedonic versus explicit metaphor, rather than an implicit metaphor, is used to present
utilitarian in products and explicit versus implicit with regard an ad for a utilitarian product.
to metaphor. The right match will determine which is more
effective under which circumstances. As alluded to previously, consumers with low NFC are less
An important characteristic of implicit metaphor is the likely to differentiate the two types of metaphor because both are
greater degree of imagination involved in information process- a challenge to understand. Those low-NFC individuals have less
ing. Compared with an explicit metaphor, an implicit metaphor motivation to be creatively analytical. Therefore, it is expected
is more likely to generate artful deviations and provides intrinsic that the interaction between product type and metaphor type
rewards that come from processing the interpretations of the text will disappear in the case of consumers with low NFC.
and picture (McQuarrie and Mick 1999). In addition, an implicit
H4: In the case of both product types (hedonic and utilitarian), the
metaphor may have a stronger ability to decorate and disguise type of metaphor will have no influence on low-NFC individuals’
and thus increases a viewer’s motivation for ad processing. The
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Stimulus Materials examine the influences of NFC (Brennan and Bahn 2006;
We used verbal-visual pun in our experimental ads. Partici- McQuarrie and Mick 2009; Putrevu 2008; Zhang 1996).
pants were presented with one ad selected from a pool of six. 2. Attitude toward the advertised brand. The participants were
Two fictitious English brand names Kerason and Brescia were asked what they thought of the advertised brand on four-
used respectively for shampoo and chocolates to prevent trig- item 7-point semantic differential scales. The items were
gering brand associations and emotions that might bias partici- bad/good, unfavorable/favorable, unpleasant/pleasant, and
pants’ responses; a pretest showed no differences on the brand unappealing/appealing (Jeong 2008). A composite rating was
familiarity and likeability of the two selected brands. To make created by calculating the mean of the items (α = 0.92).
participants feel the premium image of the advertised product, 3. Purchase intentions. Intentions were assessed in terms of
American package design or/and Western models were used. the worthiness of the promoted item, the likelihood of pur-
The visual images were manipulated to create explicit chasing it, and the probability of recommending it to fam-
metaphor, implicit metaphor, and nonmetaphor conditions (see ily or friends, and were based on 7-point Likert scales
Appendix 1). “Kerason erases your dandruff” was a metaphoric from Strongly disagree to Strongly agree (Maheswaran and
headline for shampoo. In the explicit metaphor, an illustration Meyers-Levy 1990). The three items were averaged to derive
showed the bottle of shampoo as an eraser on the blackboard. a composite rating (α = 0.88).
In the implicit metaphor, an illustration highlighted the eraser 4. Manipulation check on type of metaphor. Participants were
on the blackboard. “Say bye-bye to your dandruff” was non- first given three descriptions and asked to identify the vi-
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metaphoric, as the statement described the product benefit in sual image they just viewed.2 Participants then rated the
a direct and straightforward way.1 The illustration presented a metaphoric level of headline on four 7-point scales (1 =
couple with nice hair smiling at each other; thus the ad was Strongly disagree, 7 = Strongly agree). These items included
similar to real ads for antidandruff shampoo, such as Head and questions about the extent to which participants thought the
Shoulders. ad (a) was metaphoric, (b) encouraged imagination, (c) tried
“Brescia is your sweet commitment” was a metaphoric head- to suggest the qualities of the product by associating it with
line for chocolates. The comparison to a diamond on a finger another object, and (d) was direct in saying what the prod-
provides an image that the chocolate is something to be cher- uct could do (reverse coded) (Ang 2002) (α = 0.85). The
ished. The explicit metaphor showed the chocolate in place of higher the number, the more implicitly metaphoric the ad
a diamond on the model’s finger. The implicit metaphor high- was perceived.
lighted a diamond on the finger. Finally, “Enjoy the rich and 5. NFC measure. NFC was assessed using Cacioppo, Petty,
creamy chocolates” was the nonmetaphoric statement describ- and Kao’s (1984) abbreviated 18-item NFC scale (α =
ing the taste of chocolates in a direct and straightforward way. 0.87). The sample was divided into high and low groups
Adjectives rich and creamy are common terms to represent the based on a median split on the NFC scores (M high NFC =
hedonic nature of the high-quality luxurious chocolates (Kahn, 4.87, M low NFC = 3.62; F = 311.13, p < .001).
Dhar, and Wertenbroch 2005). The illustration presented an at- 6. Background demographics. Demographics including age,
tractive young woman gently holding her chin and smiling, gender, academic major, and disposable income were as-
mimicking ads for luxurious chocolates. Each ad was A4 size. sessed. Related demographics were considered as potential
We asked three marketing experts to review the ads to see if variables that might confound the experiment’s results.
they looked realistic and professional. It was agreed that the ads
were plausible and representative of the kind of ads that may be
expected to be seen in magazines, which gave us confidence in Participants and Procedure
the generalizability of the results. The translation and back-translation procedure (Brislin 1987)
was adopted to create the Chinese version of each measure. We
Premanipulation Measure also piloted the Chinese version of the survey on a sample of
Manipulation check on product type. Similar to the pretest, 20 master’s in business administration (MBA) students from a
respondents were asked to rate the hedonic and utilitarian value marketing research course to assure the reliability of the mean-
of shampoo and chocolates based on 7-point Likert scales with ing of the measures. Participants consisted of 414 undergradu-
ends anchored at Strongly disagree and Strongly agree. ate students from courses across a variety of disciplines at the
aforementioned university. Six answer booklets were discarded
Postmanipulation Measures because of excessive missing data. In the final sample of 408
1. Thought-listing task. After exposure to the ad, participants respondents (210 males, 194 females, and 4 who failed to indi-
were asked to write down their thoughts. The thought-listing cate sex), age range was between 19 and 31 (M = 23.83, SD =
measures lower the likelihood of respondents’ boredom, 2.77).
capture a broad range of responses, and reduce the com- Prior to the experiment, the treatment booklets were ran-
mon method covariation with other objective scale measures domized. The experiment was conducted by the researcher at
(Homer and Yoon 1992). This technique has been used to the beginning of classes with the permission of the lecturers.
84 CHANG AND YEN
Participants were told that the purpose of this study was to eval- utilitarian product (M = 6.23) was perceived to be more utilitar-
uate an ad intended for use in a forthcoming campaign. They ian than the hedonic product (M = 3.66) (F (1,407) = 186.58,
received a booklet containing a test ad and questionnaires. Par- p < .001). The manipulation of product type was confirmed.
ticipants did not interact throughout the procedure and were
debriefed after booklet collection. The experiment lasted about Results of Multivariate Analysis of Variance
20 minutes. and Univariate Results
To assess these predictions regarding the moderating effects
Results of Study 1 of product type and NFC on the metaphor manipulation used
No significant difference with regard to the distribution of in the ad, we conducted a multivariate analysis of variance
the background demographics or NFC among the experimental (MANOVA). The dependent variables (i.e., attitude toward the
groups was detected. No moderating effect of the demographics advertised brand and purchase intentions) were first confirmed
on purchase intentions or attitude toward the advertised brand to be highly correlated (γ = 0.56, p < .01). Box’s M-Statistics
was detected. for the variate was 42.87 (p = .17), suggesting that the observed
covariance matrices of the dependent variables were equal
Manipulation Checks across conditions. Multivariate results indicated significant
Chi-square tests were conducted to assess whether the visual main effects of product type (F = 8.06, p < .01) and NFC
representation was perceived as intended. The results were sig- (F = 15.67, p < .01). The interaction between ad type and
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nificant in both product types (utilitarian product: χ 2 = 142.48, product type was significant (F = 12.62, p < .01). The three-
p < .001; hedonic product: χ 2 = 145.36, p < .001). As expected, way interaction among ad type, product type, and NFC was
most participants correctly identified what metaphor type the ad also significant (F = 3.85, p < .05). Additional examinations
was designed to convey. Detailed results are summarized in the of univariate results and mean comparisons were assessed. All
upper portion of Table 1. A manipulation check further showed univariate results are summarized in the upper portion of Table 2.
a significant effect of ad type on perceived metaphoric level for
both selected products (utilitarian product: F (2,203) = 3.22, Tests of Main Hypotheses
p < .05; hedonic product: F (2,199) = 6.30, p < .01) with an Hypothesis 1 predicted that the use of any metaphor, implicit
implicit metaphor being perceived to be more metaphoric than or explicit, would lead to higher positive attitude toward
an explicit metaphor (utilitarian product: M = 5.03 versus 4.55; the advertised brand and purchase intentions vis-à-vis the
hedonic product: M = 4.31 versus 4.03). An explicit metaphor nonmetaphor condition. The results showed that, compared
was deemed more metaphoric than a nonmetaphor (utilitarian with the nonmetaphor (M = 3.25), both the explicit metaphor
product: M = 4.55 versus 3.05; hedonic product: M = 4.03 ver- (M = 4.71) and implicit metaphor conditions (M = 4.58)
sus 2.91). No interaction effects among ad type, product type, significantly improved attitude toward the advertised brand
and NFC were found. Thus, the manipulation of ad type was (F (1,407) = 33.84, p < .001). Post hoc tests with Bonferroni
successful. adjustments were further performed. No difference was found
Consistent with pretest results, the hedonic product (M = between the explicit and implicit metaphors (F (1,265) = 0.51)
5.80) was perceived to be more hedonic than the utilitarian while a difference was found between the explicit metaphor
product (M = 3.51) (F (1,407) = 141.82, p < .001), and the ad and the nonmetaphor ad (F (1,274) = 36.21, p < .001). A
difference was also observed between the implicit metaphor ad
TABLE 1 and the nonmetaphor ad (F (1,274) = 31.13, p < .001). The
Summary of Manipulation Checks on Ad Type: patterns for purchase intentions are similar to those for attitude
Percentage of Participants in Each Condition Correctly (Mimplicit metaphor = 3.88, Mexplicit metaphor = 3.94, Mnonmetaphor =
Identified the Ad Type 3.22) (F (1,407) = 12.71, p < .001). Post hoc tests showed a
difference between the explicit metaphor and the nonmetaphor
Utilitarian product Hedonic product
ad (F (1,274) = 13.19, p < .001) and a difference between
Study 1 (shampoo) (chocolates)
the implicit and the nonmetaphor ads (F (1,274) = 11.45, p <
Nonmetaphor ad 94% 94% .001). Thus, hypothesis 1 was fully supported.
Explicit metaphor ad 83% 84% With regard to the two types of metaphor, participants’
Implicit metaphor ad 85% 91% responses were affected by the three-way interaction among
metaphor type, product type, and NFC (attitude: F (1,265) =
Utilitarian attribute Hedonic product 4.90, p < .05; purchase intentions: F (1,265) = 5.15, p < .05).
Study 2 (Internet searching) (movie watching) For participants with high NFC, we predicted that influences of
explicit and implicit metaphors on attitude toward the advertised
Nonmetaphor ad 85% 82%
brand and purchase intentions would be contingent on product
Explicit metaphor ad 91% 88%
types. As expected, the results were significant (attitude: F
Implicit metaphor ad 86% 80%
(1,149) = 7.57, p < .01; purchase intentions: F (1,149) = 7.71,
MISSING INGREDIENTS IN METAPHOR ADVERTISING 85
TABLE 2
Univariate Results for Attitude Toward the Advertised Brand and Purchase Intentions
Attitude toward the brand Purchase intentions
Independent variables F value df η2 F value df η2
Study 1
Ad type (AT) 32.70∗∗ (2,203) 0.05 7.62∗∗ (2,203) 0.07
Product type (PT) 13.84∗∗ (1,203) 0.07 12.71∗∗ (1,203) 0.06
Need for cognition (NFC) 5.18∗ (1,203) 0.03 5.27∗ (1,203) 0.03
AT × PT 5.01∗ (2,203) 0.03 3.61∗ (2,203) 0.04
AT × NFC 1.76 (2,203) 0.02 2.18 (2,203) 0.01
PT × NFC 2.06 (1,203) 0.01 1.83 (1,203) 0.01
AT × PT × NFC 4.90∗ (2,203) 0.03 5.15∗ (2,203) 0.03
Study 2
Ad type (AT) 4.52∗ (2,311) 0.03 4.98∗ (2,311) 0.03
Product attribute (PA) 2.83 (1,311) 0.02 1.59 (1,311) 0.01
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Need for cognition (NFC) 0.75 (1,311) 0.01 0.12 (1,311) 0.01
AT × PA 1.16 (2,311) 0.01 1.48 (2,311) 0.01
AT × NFC 1.49 (2,311) 0.01 0.95 (2,311) 0.01
PA × NFC 0.83 (1,311) 0.01 0.72 (1,311) 0.01
AT × PA × NFC 4.12∗ (2,311) 0.02 3.99∗ (2,311) 0.02
∗
p < .05; ∗∗ p < .01.
p < .01). The implicit metaphor was more effective than the ex- condition than in the low-NFC condition. More thoughts were
plicit metaphor in promoting the hedonic product (attitude: Ms = expected to be generated by the implicit metaphor condition
5.35 and 4.99, F (1,65) = 5.13, p < .05; purchase intentions: Ms than the nonmetaphor condition, while the explicit metaphor
= 4.93 and 4.13, F (1,65) = 14.02, p < .01). The results were condition would fall somewhere in between. More favorable
consistent with the predictions in hypothesis 2. The explicit thoughts were expected to be generated by the utilitarian
metaphor was more effective than the implicit metaphor in product with the explicit metaphor condition than the utilitarian
promoting the utilitarian product (attitude: Ms = 5.23 and 4.06, product with the implicit metaphor condition. In contrast,
F (1,83) = 9.18, p < .01; purchase intentions: Ms = 4.44 more favorable thoughts were expected to be generated by the
and 3.55, F (1,83) = 4.07, p < .05). Thus, hypothesis 3 was hedonic product with the implicit metaphor condition than the
supported. hedonic product with the explicit metaphor condition. The dif-
For participants with low NFC, we predicted that influences ferences should occur only for people with higher NFC, not for
of explicit and implicit metaphors would not differ in utilitarian those with lower NFC. To test those expectations, two separate
and hedonic product ads. As expected, the difference was not ANOVA procedures were conducted, one with the total number
significant (attitude: F (1,119) = 0.03; purchase intentions: of thoughts and the other with the number of favorable thoughts
F (1,119) = 0.01). We observed only the main effect of product as the dependent variable. Ad type, product type, and NFC
type (attitude: Ms = 4.86 and 3.90, F (1,183) = 9.13, p < were the independent variables in the first procedure, and the
.01; purchase intentions: Ms = 3.98 and 3.13, F (1,183) = focus was on two metaphor conditions in the second procedure.
7.46, p < .01). Collectively, these findings provided support for First, the ANOVA on total thoughts showed significant main
hypothesis 4. effects of NFC (F = 16.89, p < .01; Mhigh = 3.98, Mlow =
2.87) and ad type (F = 18.12, p < .01; Mimplicit metaphor = 3.87,
Other Results on Cognitive Responses Mexplicit metaphor = 3.23, Mnonmetaphor = 2.55). No other effects
(Thought-Listing Analysis) were significant. Post hoc tests confirmed that the differences
In all, 369 participants answered the open-ended question. among three ad types were all significant (implicit versus ex-
Nonresponse rates were similar across conditions (F = 1.23). plicit metaphor: F = 6.12, p < .05; explicit versus nonmetaphor:
Two judges, who were blind to experimental conditions, F = 6.49, p < .05). Second, the ANOVA on favorable thoughts
independently coded the listed thoughts into favorable, neutral, showed an interaction effect among metaphor type, product
or unfavorable to the ad message. Interrater agreement was high type, and NFC (F = 5.12, p < .05). For the participants with
(γ = .90), and disagreements were resolved through discussion. higher NFC, the utilitarian product with the explicit metaphor
More thoughts were expected to be generated in the high-NFC (M = 3.01) was associated with more favorable thoughts
86 CHANG AND YEN
than were the products with implicit metaphors (M = 2.35) To generalize the results of Study 1, a nontraditional student
(F = 5.57, p < .05). The hedonic product with the implicit sample was employed in Study 2.
metaphor (M = 3.17) was associated with more favor-
able thoughts than was the product with the explicit metaphor Study 2
(M = 2.55) (F = 5.92, p < .05). No such differences were found
Instead of manipulating product type, perceived product
in the participants with lower NFC. The results are consistent
characteristics were directly measured. It was thus important
with the findings of the previously reported hypothesis tests.
to choose a product containing both utilitarian and hedonistic
qualities; thus, a mobile phone was selected (Kim and Huang
Follow-Up for Study 1
2010). Utilitarian tendency refers to the user’s preference to use
With regard the chocolate executions in the experiment, the
mobile services that have more functional and economically
text in the nonmetaphor condition (“Rich and creamy”) is more
meaningful values, such as mobile shopping, mobile banking,
likely to promote notions of calories and weight gain than is
and searching for news. Hedonic tendency refers to the pref-
the text in the metaphoric condition (“You would like to make
erence to use mobile services that provide emotional or psy-
a sweet commitment”). In addition, the right-hand corner illus-
chological value, such as mobile chatting with friends, mobile
tration in the implicit metaphor condition reveals the product’s
games, sports, MP3 music playing, and watching movies.
decorative packaging. This product feature is not communicated
in the explicit metaphor condition. In addition, the similarity be-
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tween the wrapped product and a ring in the explicit metaphor Test Attributes and Brand Name Selection
condition may suggest there is a hardness to the product. To To determine the manipulation of product attributes, a pretest
rule out these alternative explanations for the relatively unfa- was conducted. After reviewing marketing documents (e.g.,
vorable advertising effects that resulted from these conditions, catalogs, and webpages) and previous studies about mobile
a follow-up study was conducted with an independent sample phone shoppers’ perceptions (e.g., Chitturi, Raghunathan, and
of undergraduate students (N = 62, 30 males and 32 females). Mahajan 2007; Riquelme 2001), we selected the eight salient
Respondents viewed one of the three ads used in hedonic attributes for use in the pretest. A total of 50 undergraduate
product (chocolates) and then answered questions on product students (23 males and 27 females) at a university in southern
perceptions associated with weight (the product in the ad make Taiwan participated. They were asked to evaluate these attributes
me think of calories and weight gain), perceived product hard- as to their perceived value on 7-point scales from Not important
ness (the ad suggests a hardness to the product), and decorative to Very important. For each attribute, the participants were also
quality (the ad is associated with product’s decorative package) asked to indicate the degree of utilitarian/hedonic value on a
on 7-point Likert scales (1 = Disagree, 7 = Agree). There were 7-point scale from Totally utilitarian to Totally hedonic. Par-
no statistically significant differences on distribution of demo- ticipants rated Internet search (M = 5.51) and video watching
graphics. The three measures were observed to be insignificant (M = 5.32) as most utilitarian and hedonic, respectively. There
among the three ad conditions (F = 1.55, 0.98, and 1.23 re- was no significant difference in perceived importance (T = 0.99)
spectively). Those measures were confirmed not to confound and perceived value (T = 1.93) of the two selected attributes.
the experimental results. Detailed results are summarized in the A two-dimensional scale from Voss, Spangenberg, and
upper portion of Table 4. Grohmann (2003) was used to measure utilitarian/hedonic per-
ceptions. Participants were asked to rate the extent to which
Study 1 Discussion they felt the use of a mobile phone was perceived as ineffective/
The experimental ads worked as expected, with the effects effective, unhelpful/helpful, not functional/functional, unneces-
of explicit and implicit metaphors being heterogeneous, subject sary/necessary, impractical/practical, not enjoyable/enjoyable,
to product type and NFC. Nevertheless, a major limitation of not delightful/delightful, dull/exciting, not fun/fun, and not
Study 1 is that different products were selected to represent util- thrilling/thrilling in 7-point semantic scales. A factor analy-
itarian and hedonic products. Even with extra care in choosing sis with varimax rotation confirmed the two dimensions with
test products with similar degrees of product familiarity and the first five items grouped as the utilitarian perceptions (α =
favorability, the influence of product selection itself cannot be 0.92) and the later five grouped as the hedonic perceptions (α =
ruled out. In addition, the manipulations of metaphor explicit- 0.87). Indices of utilitarian/hedonic perceptions were created by
ness between utilitarian and hedonic products were not consis- calculating the mean of each of the five items.
tent. While the visuals used in the hedonic product conditions The same participants were given a list containing 10 brand
were similar, the visual differences between the nonmetaphor names of mobile phones and were asked to circle the three brand
ad and the two metaphor ads of the utilitarian product condition names with which they were most familiar. Nokia, Samsung, and
could also have been confounding. Therefore, it is important LG were identified as the top three, with scores of 95%, 89%,
that the advertising effects be compared when the same product and 82%, respectively. The results are similar to the worldwide
is tested. A pretest was also conducted to minimize differences cell phone market share statistics and consumer preferences
in perceived product benefits among experimental conditions. released by ABI Research (2008). Nokia was thus chosen as the
MISSING INGREDIENTS IN METAPHOR ADVERTISING 87
test brand to make our experimental ads realistic. Respondents and a two-dimensional scale to measure utilitarian/hedonic per-
in the pretest did not participate in the main study. ceptions. Once the computer detected the completeness of these
questions, it activated the “continue” button.
Stimulus Materials Depending on the net value of utilitarian/hedonic percep-
For the nonmetaphoric condition, “Now you can use Inter- tions, the respondents were then exposed to one of two condi-
net any time, everywhere” and “Now you can watch movies tions: a mobile phone framed as utilitarian (Internet search) or
any time, everywhere” were the statements used for utilitar- hedonic (video watching). If the net value of a participant’s per-
ian and hedonic versions, respectively. “Control the world us- ceptions was higher than zero (i.e., he or she viewed a mobile
ing your hands” and “Enjoy your own luxury movie theater” phone as more utilitarian), that participant would be directed
were metaphoric headlines describing the utilitarian and hedonic to the ad depicting the utilitarian attribute. If the net value was
value of the mobile phone, respectively. The same headline was lower than zero (i.e., he or she viewed a mobile phone as more
used in the implicit and explicit metaphor ads (see Appendix 1). hedonic), then the individual would be assigned to view the
A computer mouse linked to the Internet with the Google home- ad portraying the hedonic attribute. If the net value was zero,
page on the screen provided a metaphoric image for framing the the system chose randomly whether the participant would be ex-
mobile phone as utilitarian. The only difference between the ex- posed to the utilitarian or the hedonic condition. After determin-
plicit and implicit metaphor ads was whether or not the mobile ing which condition the respondent was assigned, one of three ad
phone was used to replace the mouse. To frame the mobile phone types (implicit metaphor versus explicit metaphor versus non-
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as hedonic, a single person alone in a luxury movie theater, rais- metaphor) was randomly selected to be the stimulus ad. After
ing his arms, and sitting in the middle provided the feeling that viewing the designed ad, the respondents completed a ques-
the entire movie theater was owned by one person. The movie tionnaire containing a thought-listing task, dependent measures,
Avatar was chosen to be on the screen because it was the most and manipulation checks on metaphoric presentation. Similar to
popular movie at the time this study was conducted. The differ- Study 1, two sets of questions were used to assess the manipula-
ence between the explicit and implicit ads was whether or not tion check of metaphoric type.3 Finally, they clicked the Submit
the screen on the theater was replaced with the phone. All the button. The participants were debriefed and thanked. The study
ads were A4 size and were inspired by existing branded ads. took most participants approximately 20 minutes.
identified what metaphor type the ad was designed to convey. are similar to those for attitude toward the advertised brand
Results are summarized in the lower portion of Table 1. None (Mimplicit metaphor = 3.89, Mexplicit metaphor = 3.85, Mnonmetaphor =
of interactions among ad type, product attribute, and NFC were 2.85) (F (1,311) = 8.91, p < .01). Post hoc tests indicated that
found. Thus, the manipulation of ad type was successful. the differences were both significant (explicit metaphor versus
nonmetaphor: F (1,205) = 10.23, p < .01; implicit metaphor
Results of Multivariate Analysis of Variance versus nonmetaphor: F (1,205) = 9.01, p < .01). These results
and Univariate Results gave support to hypothesis 1.
MANOVA was conducted after confirming that attitude to- With regard to the two types of metaphor, participants’
ward the advertised brand and purchase intentions were highly attitude toward the advertised brand was affected by the
correlated (γ = 0.51, p < .01). A significant main effect of three-way interaction among metaphor type, product type, and
product attribute (F = 3.05, p < .05) and a three-way interac- NFC (attitude: F (1,206) = 4.12, p < .05; purchase intentions:
tion among ad type, product attribute, and NFC were observed F (1,206) = 3.99, p < .05) (see Table 3 for the means across
(F = 3.21, p < .05). Further examinations of univariate results experimental groups). For participants with high NFC, an inter-
and mean comparisons were then performed. The univariate action between product attribute and metaphor type was found
results are summarized in the lower portion of Table 2. on attitude (F (1,101) = 5.34, p < .05) and purchase intentions
(F (1,101) = 5.16, p < .05). When the mobile phone was framed
Tests of Main Hypotheses as hedonic, the implicit metaphor was more effective than the
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The main effect of ad type was observed (F (1,311) = 9.43, explicit metaphor (attitude: Ms = 4.87 and 4.45, F (1,43) =
p < .01). Both the explicit metaphor (M = 4.99) and the implicit 4.65, p < .05; purchase intentions: Ms = 4.10 and 3.51, F (1,43)
metaphor (M = 4.83) led to more positive attitude toward = 4.72, p < .01). Hypothesis 2 was thus supported. When the
the advertised brand than the nonmetaphor (M = 3.83). Post mobile phone was framed as utilitarian, the explicit metaphor
hoc tests with Bonferroni adjustments were further performed. was more effective than the implicit metaphor (attitude: Ms =
No difference was found between the explicit and implicit 5.30 and 4.88, F (1,57) = 4.95, p < .01; purchase intentions:
metaphors (F (1,205) = 0.38), while a difference was found Ms = 4.23 and 3.65, F (1,57) = 5.39, p < .05). Hypothesis
between the explicit metaphor ad and the nonmetaphor ad 3 was thus supported. For low-NFC participants (N = 160),
(F (1,205) = 10.23, p < .01). A difference was also observed influences of explicit and implicit metaphors on attitude
between the implicit metaphor ad and the nonmetaphor ad toward the advertised brand and purchase intentions were not
(F (1,205) = 9.01, p < .01). The patterns for purchase intentions significantly different under either the utilitarian and hedonic
TABLE 3
Advertising Effectiveness as a Function of Ad Type, Product Type, and NFC
Utilitarian product Hedonic product
High NFC Low NFC High NFC Low NFC
Study 1
Attitude toward the advertised brand as the dependent variable
Nonmetaphor ad 3.25 (0.99) 2.88 (1.26) 3.33 (1.27) 3.54 (1.00)
Explicit metaphor ad 5.23 (1.10) 3.84 (1.16) 4.99 (0.64) 4.78 (1.21)
Implicit etaphor ad 4.06 (1.27) 3.96 (1.70) 5.35 (1.38) 4.94 (0.73)
Purchase intentions as the dependent variable
Nonmetaphor ad 3.07 (1.23) 2.94 (1.10) 3.13 (0.99) 3.75 (0.98)
Explicit metaphor ad 4.44 (1.39) 3.18 (1.09) 4.13 (0.93) 4.02 (1.28)
Implicit metaphor ad 3.55 (1.38) 3.08 (1.49) 4.93 (1.28) 3.94 (0.79)
Study 2
Attitude toward the advertised brand as the dependent variable
Nonmetaphor ad 3.53 (1.73) 4.24 (1.43) 3.46 (1.52) 4.14 (1.09)
Explicit metaphor ad 5.30 (1.03) 4.88 (0.87) 4.45 (1.26) 5.33 (0.92)
Implicit metaphor ad 4.88 (1.17) 4.56 (1.15) 4.87 (0.74) 5.00 (0.87)
Purchase intentions as the dependent variable
Nonmetaphor ad 2.96 (1.10) 2.72 (1.33) 3.10 (1.52) 2.76 (0.90)
Explicit metaphor ad 4.23 (1.02) 3.75 (0.83) 3.51 (1.15) 4.10 (1.13)
Implicit metaphor ad 3.65 (1.43) 3.70 (1.14) 4.10 (1.09) 3.81 (1.40)
Note: Numbers in parentheses are standard deviations of treatment cells.
MISSING INGREDIENTS IN METAPHOR ADVERTISING 89
conditions (attitude: F (1,105) = 0.89; purchase intentions: of bipolar adjectives (easy/difficult to understand, and straight-
F (1,105) = 1.21). Only the main effect of product attribute on forward/confusing) (Gkiouzepas and Hogg 2011; correlation =
attitude was found (Mhedonic versus Mutilitarian = 5.15 and 4.75, 0.90) were used. In the utilitarian conditions, to check whether
F (1,105) = 3.98, p < .05). Hypothesis 4 was supported. the use of words “control the world” in the headlines of the
metaphor or whether the illustration of the connection between
the phone and a computer may render the product more attrac-
Other Results on Cognitive Responses tive, perceived benefit of control was assessed with a Likert scale
(Thought-Listing Analysis) (ad is associated with power of control). In the hedonic condi-
In all, 281 participants answered the open-ended question. tions, to check whether watching a movie through touch-screen
Nonresponse rates were similar across conditions (F = 1.42). No phones confers a product advantage, perceived attribute (watch-
participants mentioned Avatar, the movie shown on the Nokia ing movie through touch-screen phones is a unlikable/likable at-
phone’s screen in the ad, suggesting little influence of movie tribute) was assessed. All the items were measured using 7-point
affinity. Similar to Study 1, two judges coded the thoughts scales.
independently. Interrater agreement was high (γ = .86). The Among experimental groups, there were no statistically sig-
patterns of results were similar to those in Study 1, and the ex- nificant differences on distribution of the selected demographic
pectations were supported by the analysis. First, the ANOVA variables. Picture realism (F = 0.91) was found insignificant
on total thoughts showed significant main effects of NFC (F = across six experimental conditions. Participants’ comprehen-
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13.12, p < .01; Mhigh = 3.67, Mlow = 2.91) and ad type (F = sion (F = 1.05) and fit level (F = 0.80) were confirmed to be
10.31, p < .01; Mimplicit metaphor = 3.63, Mexplicit metaphor = 3.24, similar between explicit and implicit metaphors. Comprehen-
Mnonmetaphor = 2.88). No other effects were significant. Post hoc sion (F = 0.93) and fit level (F = 0.56) were confirmed to
tests confirmed that differences among the three ad types were be similar between utilitarian and hedonic versions. Perceived
all significant (implicit versus explicit metaphor: F = 5.56, p < benefit of control was insignificant in utilitarian conditions (F =
.05; explicit versus nonmetaphor: F = 5.12, p < .05). Second, 1.78). Perceived attribute was also insignificant in the hedonic
the ANOVA on favorable thoughts showed an interaction effect conditions (F = 1.51). Detailed results are summarized in the
among metaphor type, product type, and NFC (F = 5.89, p < lower portion of Table 4. The results provided evidence that the
.05). For the participants with higher NFC, the utilitarian prod-
uct with the explicit metaphor (M = 3.21) was associated with
more favorable thoughts than that with the implicit metaphor TABLE 4
(M = 2.56) (F = 5.87, p < .05). The hedonic product with the Results of Follow-Ups
implicit metaphor (M = 3.49) was associated with more favor- Explicit Implicit
able thoughts than that with the explicit metaphor (M = 2.89) Nonmetaphor metaphor metaphor
(F = 5.73, p < .05). No such differences were found in the
participants with lower NFC. The results are consistent with the Study 1 Follow-Up (Hedonic Products Only)
findings of the previously reported hypothesis tests. Product perceptions 5.02 (1.23) 4.92 (1.32) 4.88 (1.19)
associated with
weight
Follow-Up for Study 2 Perceived product 4.59 (1.11) 4.72 (1.21) 4.81 (1.25)
Although the thought-listing results provided participants’ hardness
cognitive responses to support the hypotheses, it is difficult Decorative quality 4.88 (0.94) 4.99 (1.05) 5.06 (1.12)
to rule out the alternative explanation that the results might Study 2 Follow-Up
be explained by picture realism, fit level, comprehension, and Utilitarian attribute:
product perception across conditions.4 To address these issues, Picture realism 6.09 (0.98) 6.01 (1.05) 5.97 (0.91)
a follow-up study was undertaken with an independent sample Fit level 6.09 (0.85) 5.88 (0.92) 5.95 (1.06)
of part-time undergraduate students (N = 145, 70 males and 75 Comprehension 6.14 (0.87) 5.33 (0.92) 5.45 (0.98)
females). Participants saw one of the six ads used in Study 2 Perceived benefit of 5.56 (1.10) 5.76 (1.12) 5.80 (1.04)
and answered a battery of questions. control
Picture realism was measured by two semantic differential
Hedonic attribute:
items (realistic/unrealistic and real/fictitious) (Gkiouzepas and
Picture realism 6.21 (1.09) 6.13 (1.17) 6.19 (1.03)
Hogg 2011; correlation = 0.88). Fit level was measured using
Fit level 6.02 (1.03) 5.89 (1.11) 5.70 (1.04)
a three-item Likert scale (ad is appropriate for the product; ad
Comprehension 6.08 (0.88) 5.21 (0.92) 5.14 (0.98)
highlights product features; ad is good match with the product
Perceived attribute 5.38 (1.11) 5.24 (1.04) 5.30 (1.09)
depicted) (Putrevu 2008; α = 0.86). To check whether or not the
predicted advantages of metaphor incur a cost in terms of com- Note: Numbers in parentheses are standard deviations of treatment
prehension, a semantic differential scale consisting of two pairs cells.
90 CHANG AND YEN
manipulations of ad type confounded with the communication aging information efficiently while the pleasure of metaphoric
of product benefits could be minimized. processing provides sufficient interest to process information.
An implicit metaphor may undermine persuasion by directing
attention away from the advertising claim because implicitness
GENERAL DISCUSSION may be too complex and cause cognitive overload for the one
We worked on metaphor advertising by identifying bound- processing the ad message.
ary conditions associated with the influence of two types of Third, implicit metaphors had an advantage when promoting
metaphor on consumers’ evaluation of an advertised prod- hedonic products. Ads using implicit metaphors seemed to pro-
uct/brand. Our taxonomy extends that proposed by Gkiouzepas vide more opportunities for imagination, befitting the nature of
and Hogg (2011). Specifically, Gkiouzepas and Hogg found that hedonic products. Imagination could provide a beneficial impact
juxtapositioning or synthesizing the advertised product in a vi- by communicating sensory information that reinforces advertis-
sual had an effect on the ad’s effectiveness when the objects in ing claims, given that in hedonic consumption an individual is
the visual comparison were conceptually similar (e.g., an or- prone to adopt sensory processing. Aesthetics generated by im-
ange and marmalade) but had no effect when the objects in the plicit metaphors may provide relevant information out of sen-
comparison were conceptually dissimilar (e.g., a car and tan- sory cues. Therefore, compared with explicit metaphors, ads
ning bed). Study 1 in the current research shows that metaphor using implicit metaphors were more likely to arouse favorable
type (explicit versus implicit) influences the ad’s effectiveness attitude toward the advertised brand and raise purchase inten-
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for high-NFC consumers, even when dissimilar objects form tions when the product or value is perceived as hedonic. The
the basis of the visual metaphor (an eraser and a bottle of sham- interaction between product type and type of metaphor reflected
poo, or a chocolate and a diamond). The results indicated that resource-matching theory: persuasion is optimized when the de-
focusing on the comparison between two types of metaphor mands of an advertising execution match the cognitive resources
without considering other factors might be overly simplistic. of the ad viewer. The thought-listing analysis also provided ev-
Four specific observations are noteworthy. idence of attention and information processing, and the results
First, the effects of metaphor type were contingent on an could be used to support the hypotheses.
individual’s NFC. Metaphors engender deeper processing of Fourth, metaphor type did not matter to low-NFC individuals,
messages and enhance attitude and purchase intentions when and only the superior effects of product hedonic value over util-
NFC is high. Some metaphor types worked better on partici- itarian value were found. This finding was consistent with past
pants with high NFC. However, these differences did not emerge research suggesting that low-NFC individuals are more prone to
for participants low in NFC. The findings suggest that visual the influences of symbolic cues and avoid elaborative processing
metaphors are more likely to be successfully interpreted by (Martin, Sherrard, and Wentzel 2005). Because of elaboration
people with higher NFC. The results were relevant to previous avoidance, people with low NFC tend to be influenced by ad-
research (e.g., Haugtvedt, Petty, and Cacioppo, 1992; Petty and vertising’s symbolic aspects, like sensory cues. Hedonic needs
Cacioppo 1986) that low-NFC individuals’ response to a persua- reflect sensory pleasure and sensory cues are highlighted in ads
sive message are less influenced by the message-relevant cues. of hedonic products. Hedonic information was thus preferred
The findings also echo Jeong (2008) in that visual metaphors de- by low-NFC individuals.
liver arguments central to the message content, which influences The findings have important implications for practice. In
cognitive elaboration and advertising persuasion. terms of message strategy, an ad message should, of course,
Second, an interaction between product type and metaphor convey product value. The current investigation provides guid-
type on high-NFC people was observed. This study showed ance for practitioners on how to frame the value of the product
systematic effects on consumer responses by comparing two by choosing the right type of metaphor and frame for the ad. Per-
different product types. Study 1 used fictitious brand names for ceived utilitarian or hedonic value determines which metaphor
high-purchase frequency and low-value products. Study 2 fo- type should be used. Altering the metaphor type is a relatively
cused on a high-price product with a real brand name. The results straightforward task. An appropriately presented visual should
provided converging evidence that consumers with high NFC be incorporated into an existing marketing message or media
show a more positive attitude and higher purchase intentions campaign to increase its effectiveness when facing consumers
in response to an explicit metaphor than an implicit metaphor with high NFC.
when utilitarian value is highlighted. The explicit execution of The de facto market segmentation based on NFC may offer
the product image fits into the rational appeal. We used resource- potential payoffs to advertisers who strive to discover and take
matching theory (Anand and Sternthal 1989; Martin, Sherrard, advantage of the diversity of audience characteristics. Although
and Wentzel 2005; Peracchio and Meyers-Levy 1997) to explain advertisers who would like to employ metaphors in their ads
the superiority of explicitness under such circumstances. When cannot administer NFC scales to members of their target audi-
facing a product with utilitarian value, an individual is prone to ence, such difficulty does not diminish the importance of under-
evaluate the advertising claim directly. The explicit execution standing how NFC affects metaphor processing. One can argue
of the product image in the metaphor assists him or her in man- that differences in NFC among individuals are tantamount to
MISSING INGREDIENTS IN METAPHOR ADVERTISING 91
unplanned market segmentation, and that advertisers may im- the hedonic product condition (chocolates), three choices were (1) a
prove advertising results through judicious ad placement be- model wearing a chocolate on a ring, (2) a model wearing a diamond
cause audiences with different degrees of NFC may have dif- ring, and (3) a model’s hand without anything worn on the fingers.
ferent media habits. For example, certain technical publications 3. Participants first had to identify the visual image from three descrip-
(e.g., Wall Street Journal) may attract audience groups with tions. In the utilitarian attribute condition, the three options were
(1) a Nokia phone displaying the Google homepage on its screen,
higher NFC more than less cognitively demanding magazines
(2) a Nokia phone connected to a computer, and (3) a computer
(e.g., People magazine or tabloid-type magazines). mouse connected to a computer. In the hedonic attribute condition,
the three descriptions were (1) a Nokia phone used to watch a movie,
DIRECTIONS FOR FUTURE RESEARCH (2) a person alone watching a movie in a luxury movie theater, and
This research raised a number of issues that should be ex- (3) a person alone watching a movie from a Nokia screen.
amined in more depth in future research. One avenue is to work 4. The authors thank the anonymous reviewer who raised these issues.
on the combination of visual and verbal metaphors. This re-
search focused only on the visual–verbal congruence. Future
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Note: We hired a doctoral student—who is bilingual in English and Chinese and had work experience in an international advertising
agency—to translate the materials into English. Second, we used help from a bilingual English professor (living in Taiwan for more than
20 years) to translate them back to Chinese. After the back-translation, the original and back-translated instruments were compared and points
of divergence were noted. The translation was then corrected to more accurately reflect the intent of the wording in the original language. We
attempted to make sure that the only difference between the stimuli and the ones in this appendix is the language. (Color figures available
online).