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A Campaign Perspective on the Motivation for Adopting Social Media in US Congressional Campaigns by Girish J. “Jeff” Gulati [email protected] and Christine B. Williams [email protected] Bentley University 175 Forest Street Waltham, MA 02452 United States Prepared for delivery at the 22 nd World Congress of Political Science, Madrid, Spain, July 8 July 12, 2012 Copyright by the International Political Science Association

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A Campaign Perspective on the Motivation for Adopting Social Media in US Congressional Campaigns

by

Girish J. “Jeff” Gulati

[email protected]

and

Christine B. Williams

[email protected]

Bentley University

175 Forest Street

Waltham, MA 02452

United States

Prepared for delivery at the 22nd World Congress of Political Science,

Madrid, Spain, July 8 – July 12, 2012

Copyright by the International Political Science Association

A Campaign Perspective on the Motivation for Adopting Social Media in

US Congressional Campaigns

Abstract

This study investigates the reasons why candidates adopted Facebook and Twitter in

the 2010 elections to the U.S. Congress. The study is one of the first to analyze over 60

interviews with candidates and campaign staff members to provide a richer explanation

for the motivating factors in campaign adoption decisions. This relatively large sample of

House races affords the opportunity to investigate differences between Democratic and

Republican candidates as well as between incumbents and those who are challengers

or contesting open seats. In addition, the sample of interviewees is sufficiently

representative that we have confidence our findings generalize to the larger population.

Our analysis shows that campaigns are motivated somewhat more by a desire to

communicate than to mobilize through social media. Many campaigns are not targeting

particular groups in adopting social media, but when they do, their focus is on young

voters. Finally, campaigns generally espouse a cautious if not negative view of the

importance of social media use in campaigns.

Keywords: social media, campaign organizations, Congressional elections, diffusion of

innovation

1

A Campaign Perspective on the Motivation for Adopting Social Media in

US Congressional Campaigns

The 2008 elections marked another major milestone for the Internet and political

campaigns in the United States. For the first time, over half of the voting-age public

(55%) used the Internet to connect in some form to the political process in an election

year. In 2010, the 54% of adults who used the Internet in this way far surpassed the

31% who did so in the 2006 midterm contest (Smith, 2011). In all categories of online

political activity, the last two election cycles saw record numbers of Americans going

online for political news, to view official campaign videos, and to use Facebook and

other online social networking sites to engage in the campaign (Smith, 2009; Smith,

2011).

Also in 2008, candidates for Congress made significant strides integrating Web sites

and social media into their larger communication strategy and were poised to build on

these gains and seek new tools in the next election cycle. In 2010, 92% of the major

party candidates had created a campaign Web site, and 92% had a presence on

Facebook. In addition, 71% of candidates had a presence on Twitter, the newest

addition in social media campaign tools.

This embrace of social media by a large majority of candidates running for Congress

is changing the way that campaigns are managed, how money is raised, resources are

allocated, and the means candidates use to communicate with the electorate and with

their supporters and staff. Ultimately, social media have the potential to alter not only

the dynamics of campaigns but also the nature of democratic elections. Thus,

candidates who have yet to embrace these tools risk putting themselves at a

competitive disadvantage in their pursuit of Congressional office. This behavior has

significant implications for representative democracy if non-adopters tend to be

concentrated among distinct categories of candidates, particularly as adopters begin

taking advantage of the opportunities afforded by these new technologies.

While there is an extensive body of research that has examined adoption patterns

for various Internet applications, there also are significant weaknesses and limitations in

the findings and interpretations of this literature. First, many of these studies are only

weakly grounded in theory and often draw their hypotheses simply from logically

reasoned assumptions and the findings from past research. In contrast, our study uses

diffusion of innovation theory to ground its explanations of why campaigns adopt new

technology and specifically social media. Second, most of the existing research relies

exclusively on quantitative data analysis. Foot and Schneider (2006) and Howard

(2006) are among the few exceptions. In this paper we examine over 60 interviews with

candidates and staff from the 2010 campaigns to provide a richer explanation for the

2

motivation behind candidates’ decisions to adopt social media. Our present study

focuses on the technology adoption stage; other work has considered the later stages of

usage and performance (Williams and Gulati, 2009). We concern ourselves here with

three categories of factors related to adoption decisions: motivation (i.e., the reasons

and goals that underlie why campaigns choose to adopt or not), strategy (i.e., the

factors campaigns consider in calculating the costs and benefits of adoption) and target

group (i.e., which segments of the electorate they want to reach through social media).

Most of our interviews are specific to Facebook or Twitter, but almost all offer insights

and information on adoption and use of social media in general.

Diffusion of Innovation Theory and the Election Context

The diffusion of innovation literature offers insights into questions about who decides

to use a new technology, to what extent, and with what impact on performance,

productivity, or the organization itself. The characteristics of early adopters and also the

timing and extent of the adoptions have been studied for both individuals and

organizations (Fichman, 1992; Frambach and Schillewaert, 2002).1 In most

formulations, adoption decisions depend not only on the characteristics of the adopter,

but also on characteristics of the innovation or technology (e.g., ease of use, cost, etc.)

and of the environment.

For example, Kwon and Zmud (1987) identify five categories of these contextual

factors: characteristics of the adopting organization, the user community, the innovation

or technology, the task and the environment. Meyer and Goes (1988) argue that an

organization’s innovativeness is influenced by contextual attributes (environmental and

organizational variables), innovation attributes (level of risk and skill required) and their

interaction. Two empirical studies will serve to illustrate the range of indicators that have

been used to predict adoption decisions at the organizational and individual levels of

analysis. Goode and Stevens (2000) considered six characteristics to explain which

organizations adopted or failed to adopt WWW technology: the size and age of the

business, its IT support and budget, technology experience (all characteristics of the

adopting organization), and its industry (user community and environment). Hong and

Tam (2006) considered five sets of factors influencing individual decisions to adopt

mobile data services technologies: general (usefulness and ease of use) and specific

(service availability and monetary value) technology attributes, psychographics

(enjoyment and need for uniqueness), social influence/approval and demographics

(gender, age). The latter two factors reflect a mix of user community, task and

environmental attributes.

1 A parallel, earlier literature exists in political science. See for example Hage and Aiken, 1967; Mohr, 1969; Walker, 1969; Gray, 1973.

3

A political campaign is an organization where the candidate is both the adoption

decision-maker and the ‘product’ being promoted to the electorate. Thus in the context

of a political campaign, adopter characteristics should be studied at both the

organizational and individual level, together with attributes of the environment that

reference collective aggregates: constituency demographics and electoral

circumstances. Such mixed metrics are typical of political science studies of the

diffusion of campaign Web sites, which have examined relatively few categories and a

somewhat limited number of contextual factors. Most draw upon the same finite set,

which is divided into constituency factors (the user community) and political system

factors (the environment). Constituencies are described demographically by median

income, and percent urban, white, college educated, young, and sometimes rate of

Internet penetration (Foot and Schneider, 2006). The political environment is described

by characteristics of the electoral contest and candidate or public official: level of office,

competitiveness of the race, party identification (of the constituency or candidate), party

status (major or minor party), status of the seat (incumbent, challenger, open seat), and

amount of campaign funds raised. The most common individual adopter characteristics

have been the candidate’s age and gender (Gulati and Williams, 2011).

Prior Research on Campaign Website Adoption

The diffusion of innovation literature suggests that the reason constituency factors

should lead candidates to adopt new technologies is that organizations are mindful of

the degree to which an innovation is compatible and incompatible with expectations

(existing norms and values), as well as the needs and capacities of its users or

customers (Tornatzky and Klein, 1982). The constituency attributes that have been

selected to explain campaign Web site adoption are those that have been shown to

correlate with citizen access to and use of the Internet: education, income, ethnicity,

age, and urbanization (Chadwick, 2006; Klotz, 2004; Mossberger et al., 2003). Higher

levels of education make people more comfortable with and skilled in the use of

technology, while higher levels of income make computers easier to afford. Although

whites use the Internet at higher rates than do African Americans, racial and ethnic

differences have diminished over time and seem to be a reflection of disparities in

education and income (Marriott, 2006). The age gap persists, however: Internet use

declines with each advancing age group. Urban areas have greater Internet use than

rural areas, but the difference has declined substantially. These constituency

demographics in turn influence candidates’ Internet use (Hernnson et al., 2007).

Other studies have examined the precursors to adoption within the political

environment. Adler, et al. (1998) found that Republicans, younger legislators and

representatives from electorally marginal districts were more likely to become early

adopters by creating homepages on the World Wide Web when they first became

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available to members of the U.S. House of Representatives between June and August

1997. Research on campaign websites offers another profile of early adopters. In the

early days, incumbents were less likely than challengers to campaign on the Web, but a

competitive race increased its use by incumbents and challengers alike (Kamarck,

2002; Xenos and Foot, 2005; Foot and Schneider, 2006; Hernnson et al., 2007).

Financially disadvantaged candidates were less likely to have a campaign Web site in

the early days of Internet campaigning (Gibson et al. 2003), although this has proved

less of a barrier subsequently. Financial resources and major party status still

differentiate which campaigns incorporate the latest technology and features, however

(Foot and Schneider 2006). Electoral attributes are less important today in

differentiating which campaigns have a Web site, but remain important determinants of

the degree to which they provide more sophisticated content and use their Web site to

engage and mobilize supporters (Gulati and Williams, 2007).

Compared to traditional media and the early campaign technology of campaign Web

sites, social media have several obvious advantages (Gulati and Williams, 2010). Social

media are:

timely: the site can be updated immediately;

easy to use: updating is simply a matter of uploading and posting content;

cost effective: campaigns do not have to purchase as much bandwidth for their Web sites if they just post a tab directly linking to social media from their Web site; and

reach a large and growing audience.

Much of our past work has been dedicated to analyzing and explaining why some

House candidates have been more likely than others to adopt a campaign Web site

(Gulati and Williams, 2007), Facebook (Williams and Gulati, 2009), YouTube (Gulati

and Williams, 2010), and Twitter (Williams and Gulati, 2010). In our most recent study

(Gulati and Williams, 2011), we analyzed data collected from the campaigns of the 836

major party candidates running for the House of Representatives in 2010. We estimated

logistic regression models of the adoption of a Facebook fan page and a Twitter profile.

For each model, we included indicators to account for constituency-demand: (1) the

percentage of residents classified as white (2) median household income, (3) the

percentage of residents over age 64, (4) the percentage of residents over 24 with a

college degree, and (5) the percentage of residents living in rural areas. We also

controlled for party, incumbency status, competitiveness of the race, and peer adoption

(i.e. adoption by other candidates in the same state). Organizational attributes included

the campaign’s financial resources and organizational propensity to adopt new

technologies. Finally, we included two salient personal attributes: the candidate’s

age/birth year and gender.

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We found that among the major party candidates for the House of Representatives,

82% had a Facebook page and 74% adopted a Twitter account for the 2010 election.

There was no statistically significant relationship between constituency demographics

and the likelihood of adopting either medium. Party, the competitiveness of race, and

the candidate’s age and gender also did not matter. Rather, strategic and

organizational factors were the key drivers that differentiated adopters from non-

adopters:

Incumbents were significantly more likely to have adopted Facebook , but

incumbents were significantly less likely than both challengers and open seat

candidates to be early adopters of Twitter.

The candidates who raised the most money were the most likely to have adopted

Facebook and Twitter.

Higher rates of adoption by one’s peer group also increased the likelihood of

adoption.

The campaign’s familiarity with technology and earlier generations of online

media increased the likelihood of adoption. Candidates who also had a campaign

Web site were more likely to have adopted Facebook than those candidates

without a Web site. In addition, candidates who had a Web site and a Facebook

profile were more likely to have adopted Twitter.

While these results indicate which types of candidates adopt social media and which

types do not, these and other results from statistical models are unable to tell us the

reasons why candidates adopt and the motivations underlying their decisions.

The Data: Candidate Interviews

The goal of this study is to obtain a deeper understanding of how congressional

candidates use Facebook and Twitter, and to uncover the underlying motives and

strategic goals for adopting social media. We conducted interviews with representatives

from 62 different campaigns who had first-hand knowledge of the campaign’s Internet

strategy and operations between October 15 and December 13, 2010. Using a semi-

structured interview protocol developed by the authors, the interviews were conducted

by 19 student assistants who were enrolled in a class on campaigns & elections. All

assistants asked the campaign representatives to provide the reasons why their

candidates were using social media in general and which specific applications and

features they were using, and describe how they were integrating the social media into

their larger strategy. Candidates who had not adopted one or both media also were

interviewed and asked to discuss the reasons why they had not done so.

Although our objective for conducting these interviews was to understand why (and

how) some campaigns chose to use (or not use) Facebook and Twitter, rather than

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make generalizations, we did strive to obtain as representative a sample as possible.

Each assistant was randomly assigned approximately 23 races, which yielded list of

approximately 38 candidates to interview. Contact information was obtained from the

candidates’ web sites. In some cases, the person in charge of social media activities or

maintaining the site was identified by browsing the candidate’s Facebook page. At least

one attempt was made at contacting each candidate’s campaign either by e-mail or

phone, but nearly all of the interviews were conducted over the phone. In 10 cases, the

candidates themselves responded to the interviews. At the end of the field period, we

obtained interviews from 62 campaigns. In our sample, 61% were Republicans, 40%

were incumbents, 44% were challengers, and 16% were candidates running in open

seats. In addition, 29% of the interviews were from campaigns involved in competitive

races. The average age of the candidate was 53.6 (median = 53), 91% were white, and

82% were men. We acknowledge that the sample is somewhat biased towards

Republicans, which we assume is the result of the greater accessibility of challengers

and more challengers being Republicans in 2010. Another 26 interviews were

conducted but are not being used for this study either because they were of Senate

candidates, the responses dealt only with YouTube, or were unusable for this study for

a variety of reasons.

Interview Analysis

Motivation

There are 46 campaigns out of the 62, or three quarters of our sample whose interviews

describe their specific motivation for adopting Facebook or Twitter. We subdivided the

motivation category into five sub-topics: Communication, Mobilization/Engagement,

Fundraising, Research/Polling, and Non-adoption. Communication was the most

frequently cited motive (25 references) followed by Mobilization/Engagement (19

references), and 2 Non-adoption references. Fundraising was either an afterthought,

the last in a list (3 mentions such as “…and to raise funds”), or it was specifically

excluded as a motivation (3 mentions, such as “…never thought of it as a way to get

donations”). Only one campaign interview included a secondary, research motivation

(“it gave our office the option to see how voters felt about issues and to see the level of

support we had”). Table 1 illustrates the types of comments indicative of Motivation and

how these distributed themselves by sub-topic.

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Table 1 Sample Interview Comments Referencing Motivation

MOTIVATION (46 campaigns)

sub-topic: Communication (25 campaigns) e.g., It was primarily used for the dissemination of information. People can use the page to see how __________ voted on specific issues. If they want to know how he voted on the smoking ban, then they can easily check out the Facebook page to find that information. Facebook is a great way of keeping the public informed on __________’s work in office

sub-topic: Mobilization/engagement (19 campaigns) e.g., Basically to connect people to our campaign and possibly engage them. To increase rally turnout.

sub-topic: Non-adoption (2 campaigns) e.g., didn’t want to waste time on something that wouldn’t return any concrete results. e.g., no need for social media, felt it didn’t hurt them.

The 25 references to the sub-topic Communication divided evenly between the two

parties: 12 came from Democratic candidates’ campaigns and 13 came from

Republican campaigns. However, since the 46 Motivation comments as a whole

represent 28 (61%) Republicans and 18 (39%) Democrats, Republican campaigns are

underrepresented and Democratic campaigns are overrepresented in the group

focusing on Communication. The reverse obtains when we split the references to the

sub-topic Mobilization/Engagement between parties. Here 14 (74%) of the comments

came from Republican candidates’ campaigns and only 5 (26%) of them from

Democrats. These results suggest that in the 2010 elections, Republicans were more

actively seeking to energize supporters. That would be consistent with anecdotal

descriptions of the parties’ behavior and respective competitive positions in the midterm

election (Drake, 2010; Lightman, 2010).2

2 http://www.politicsdaily.com/2010/10/31/energized-voters-and-backing-of-independents-putting-gop-out-in/; http://www.cleveland.com/nation/index.ssf/2010/07/republicans_more_energized_abo.html.

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With respect to incumbency status, 11 of the Communication references came from

incumbents, whereas 14 of them came from challengers (8) or those contesting open

seats (6). The distribution across all 46 Motivation comments is 39% incumbents and

61% challengers (41%) plus open seats (20%). This means that incumbents have a

somewhat higher propensity to reference Communication than their proportion in the

larger sample (44% vs. 39%). Mobilization/ Engagement produces the opposite split:

only 6 incumbents referenced mobilization or engagement in contrast to the 10

challengers plus 3 open seat candidates who referenced it (68.5% vs. 61%). This

finding is consistent with early studies of campaign website adoption which found that

incumbents were slower to adopt new technologies (e.g., Kamarck, 2002). There

seems to be less incentive for incumbents to go beyond the basic practice of informing

(Foot and Schneider, 2006) when they do adopt social media.

The adopting candidate’s own age is often a significant predictor of adoption,

particularly for Twitter (Williams and Gulati, 2010; Straus, et al., 2010; Lassen and

Brown, 2010). Analysis of all of the Motivation sub-topics shows no significant

differences between those older and younger than the sample median of 53 years

(range is 30 to 79). We therefore do not report the age split for our interview data.

Although younger candidates may embrace social media in higher proportion and

sooner than their older peers, their motivation, strategic calculus and target groups do

not seem to be influenced by personal characteristics such as age. Candidates did,

however, explicitly mention age-related anxieties or problems with respect to the use of

social media. For example, one campaign manager for a 69 year old commented that

“most candidates do not use social media in their personal lives because they are often

less tech savvy than younger generations.” In contrast, another explained that “As a

relatively young candidate I can see the importance of a site such as Facebook, and I

wanted to incorporate my understanding of the website to further promote my

campaign.”

Target Group

There are 34 campaigns out of the 62 campaigns we interviewed, or nearly half of our

sample that reference a group that they targeted through social media or indicated that

they were not targeting a specific group or anyone in particular. We subdivided the

Target Group category into four sub-topics: Youth, Not Youth or No Target, Partisans,

and Other. Not surprisingly, the largest number of campaigns directed their comments

to the youth demographic: 18 said that they were targeting younger voters, and 11 said

either that they were not targeting youth, were targeting everyone, or described their

constituency as older. Only two identified party supporters or activists as their intended

target group, and one identified a different criterion for targeting—their local district. A

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few mentioned Others (young professionals, urban voters) as a secondary target, but

our analysis focuses only on the primary group. Table 2 illustrates the types of

comments indicative of Target Group and how these distributed themselves by sub-

topic.

Table 2 Sample Interview Comments Referencing Target Group

TARGET GROUP (34 campaigns)

sub-topic: youth (18 campaigns) e.g., Our main target was the younger generation, anyone 35 or younger. Facebook is inherently popular among that age group.

sub-topic: not youth/no target (13 campaigns) e.g., The biggest demographic of our voter base was women over 55. We didn’t target people under 18 because they weren’t able to vote. Most of our fans fell into the traditional democratic voter base.

sub-topic: partisans (2 campaigns) e.g., Mainly geared towards people who were activists or supporters. e.g., Mostly for people who were already supporters- encourage them to get their friends involved. Hispanics untapped potential.

sub-topic: other (1 campaign)

e.g., The largest target demographic would be people who live in the district.

Our sample of 34 Target Group references includes 12 (35%) Democrats and 22

(65%) Republicans. For the sub-topic Youth, 7 of the 18 (39%) come from Democrats

and the other 11 (61%) come from Republicans. That is very close to the sample

distribution with Democrats being slightly more youth oriented in their targeting. A much

clearer difference emerges in the party split on the sub-topic Not Youth/No Target.

Here only 3 of the 13 (23%) are from Democratic campaigns while 10 (77%) are from

10

Republicans. In other words, Republicans are either not targeting youth or are targeting

everyone. This difference appears consistent with the age differential in partisan

supporters generally and in 2010 specifically where voters under 30 were the only age

group to support Democrats (Connelly and Marsh, 2010).3

None of the sub-topic splits based on incumbency status reveal any differences in

campaigns’ targeting behaviors. Whereas parties concern themselves with mobilizing

their base, and the supporters who comprise their base are differentiated

demographically, there is no inherent reason why groups should differentiate

themselves based on incumbency status. Since there were no candidate age

differences in motivation, strategic calculus or target group, the fact that incumbents

tend to be older has no confounding effect here. We were unable to test whether the

competitiveness of the race affected targeting behavior, motivation or strategic calculus

because so few Congressional contests are competitive. This would require a larger

sample or over sampling for those in our interview selection process.

Strategy

There are 36 campaigns out of the 62, or just over half of our sample whose

interviews comment on whether social media are necessary or important to winning,

and the strategic purposes for which they were being employed. We subdivided the

Strategy category into three sub-topics: Necessary/Important, Specific Strategy, and

Opponent’s Actions. Necessary/Important was the most frequently cited strategic

comment (18 campaigns) followed by Opponent’s Actions (12 campaign references),

and 6 Specific Strategy references. The sub-topics were further divided to differentiate

between positive and negative strategic assessments. Table 3 illustrates the types of

comments that evidence a strategic calculus and how these distributed themselves by

sub-topic.

Of the 18 comments about the role of social media, 12 of the campaigns said it was

not necessary or important and only 6 of them said they felt it was. Thus by a 2 to 1

margin, campaigns are negative or at least cautious in their strategic evaluations of

social media. Turning to the comments about the influence of their opponent, 7 of the 12

campaigns represented in this sub-topic did not care whether their opponent had

adopted social media or indicated that the opponent’s actions did not influence their

3 http://www.nytimes.com/2010/11/07/weekinreview/07marsh.html

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decision to adopt; 5 said the opposite. Interestingly most knew whether or not and what

their opponent was doing with social media: “In the primary our competitor didn’t use

Facebook at all; the competitor’s page was an absolute failure. They would post

challenges for us, but it didn’t behoove us to engage in these challenges.”

Table 3 Sample Interview Comments Referencing Strategy

STRATEGY (36 campaigns)

sub-topic: necessary, negative (12 campaigns) e.g., Representative xxxx did not think that it would have a significant impact on the outcome of the election.

sub-topic: necessary, positive (6 campaigns)

e.g.,We think that it is one of many great resources that are needed in order to win a political campaign.

sub-topic: opponent, negative (7 campaigns)

e.g., The campaign manager felt that the social media wasn’t utilized by the opponent and didn’t feel that it was something they needed to do. More of an on-foot campaign situation.

sub-topic: opponent, positive (5 campaigns) e.g., Our challenger didn’t have one so it became clear that this was one area where we could excel in our campaign strategy.

sub-topic: specific strategic goal (6 campaigns) e.g., We knew that defeating an incumbent is difficult in any election so we knew that even though the political climate was favored towards the Republicans, we had to utilize as many tools as possible.

Once the positive and negative references within the Necessary and Opponent’s

Actions sub-topics are separated, too few remain to confidently assess the difference

between Democratic and Republican campaigns and between incumbent and non-

incumbent candidates. The cases we do have show that Republicans were somewhat

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less interested in their opponent’s actions and less convinced of the importance of

social media than Democrats. Non-incumbents were slightly more influenced by their

opponent’s social media actions, but less convinced of the technology’s importance

than incumbents. In both cases it may be that those in an advantageous electoral

position (Republicans in 2010 and incumbents generally) can afford to ignore the

opposition. In assessing importance, challengers in Congressional races may feel, and

realistically so, that other factors such as financing weigh much more critically on their

chances than their social media presence. A much larger sample of interviews is

needed to ascertain whether these findings are borne out.

Although not numerous (6 campaigns), there were a variety of Specific Strategy

comments. These ranged from citing social media’s strategic value to first-time

candidates, for offsetting incumbents’ advantages, fewer resources, or a climate that

favored the opposite (Republican) party. Another viewed social media in a particular

capacity, namely as an extension of the campaign’s advertising strategy. The fact that

very few campaigns identified any specific strategic assessment of social media

indicates this is still a new technology with which campaigns are still experimenting.

Even though 92% of Congressional campaigns had a presence on Facebook in 2010

and 71% had Twitter accounts, we are not yet seeing standardization in how campaigns

view their role, nor evidence that social media have been integrated into a larger

campaign strategy or with other, traditional marketing tools.

Summary and Conclusions

Much of the previous research on the adoption of Internet applications by congressional

candidates has relied exclusively on quantitative data analysis. Our own most recent

quantitative study showed that almost all the candidates have a Facebook page and

about three-fourths of the candidates adopted Twitter. Incumbents were significantly

more likely to have adopted Facebook, but incumbents were significantly less likely than

both challengers and open seat candidates to be early adopters of Twitter. The

candidates who raised the most money were the most likely to have adopted Facebook

and Twitter. Higher rates of adoption by one’s peer group and the campaign’s familiarity

with technology also increased the likelihood of adoption. Our model from this previous

study was unable to show the reasons for why incumbents were more likely to adopt

Facebook, or why non-incumbents were more likely to adopt Twitter, or what is it about

incumbency that influences the adoption decision (Gulati and Williams, 2011). Diffusion

of innovation theory, a growing body of statistical models, and our practical knowledge

of campaigns has given us firm theoretical foundation from which to draw conclusions

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and interpretations, but it is not a substitute for asking and observing the people who

are involved in making the decisions to adopt.

In this paper, we set out to understand the factors related to the decisions of

Congressional candidates to adopt social media, specifically Facebook and Twitter. In

this paper, we focused on the reasons and goals that underlie why campaigns choose

to adopt or not some form of social media (i.e., motivation), the factors campaigns

considered in calculating the costs and benefits of adoption (i.e., strategy), and the

segments of the electorate that they wanted to reach through social media (i.e., target

group). We conducted interviews with 62 campaigns, asking them about why the

campaign choose to adopt Facebook and Twitter, what specifically they hoped to

accomplish, how was it being integrated into their larger communication and

mobilization strategies, and whom they were specifically trying to target.

Our interviews uncovered a number of interesting insights not previously gleaned

from the estimates generated from statistical models. We found that the main reason

that campaigns adopted social media was to be able to communicate their message to

the voting public. Another reason that seemed to motive the campaigns was to be able

to engage and mobilize their supporters. Incumbents, who have more to say, were more

likely to be motivated by communication, while non-incumbents were more motivated by

engagement. Fundraising was not a motivation to adopt. What is important to note

about these three findings is that there is no particular type of candidate who adopts

and, thus, using conventional candidate demographics and constituency characteristics

in statistical model will not be able to identify the motivations underlying the decision to

adopt social media and how the campaigns are using it.

Larger strategic goals did not seem to be a major motivator of adoption. Most of the

campaigns said that they did not see Facebook or Twitter as necessary or important for

winning, and some were either unfavorable or skeptical towards social media’s strategic

value. These findings are consistent with the findings from our statistical analyses from

the past two election cycles that showed that the competitiveness of the race was

unrelated to the decision to adopt (Gulati and Williams, 2011; Williams and Gulati,

2009). But now we have more of an understanding for why that is the case. Speculation

had been that the reason competitiveness was unrelated to adoption was that social

media was becoming a standard campaign tool. While that may be the case, the

campaigns do not see it as necessary for winning.

It is assumed that since Facebook began as a medium restricted to college students

and that younger people are the most eager and capable of embracing new technology,

that campaigns would use social media to communicate to young voters in particular

and use it to engage and mobilize them as well. While our statistical models did not

show that the median age or percentage of elderly people in the district mattered (Gulati

and Williams, 2011), it is clear that a majority of campaigns that target a specific

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constituency do indeed use social media to try to reach young people. But this approach

is in no way influenced by the proportion of elderly or younger voters in the district.

While there have been other studies that have taken a qualitative approach (e.g.,

see Foot and Schneider, 2006), it has been rare for researchers to combine a large-N

quantitative study with numerous in-depth interviews. Our previous study (Gulati and

Williams, 2011) combined with these 62 interviews with candidates and staff from the

campaigns provide a richer explanation for the motivation behind candidates’ decisions

to adopt social media and sets the stage for our study of the 2012 campaigns. Our goal

is to conduct twice as many interviews as we did in 2010, have a more representative

sample of candidates, and a more structured interview protocol for our student

assistants. We also want to learn more about the people who comprise the campaign’s

social-media team, how content is generated, the process by which content is placed

and managed on the social media sites, and more about how it is being integrated in the

larger campaign strategy. We urge others to follow this approach as well in order to

learn more about how and why candidates adopt social media.

15

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