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Promotion Budget Methods and Trends

Jul 13, 2025

Overview

This lecture explains the main methods for setting a promotion budget and discusses how budget allocation decisions relate to the changing media landscape.

Methods for Setting the Promotion Budget

  • The percent of sales method sets the budget as a fixed percentage of last year's or projected sales.
  • The affordable method bases the budget on what the company thinks it can afford; often used by small businesses.
  • The competitive parity method sets the budget to match competitors' promotional spending levels.
  • The objective and task method sets objectives, determines necessary activities to achieve them, then estimates costs for the total budget.

Allocating the Promotion Budget

  • After determining the budget amount, marketers decide how to divide funds among different media channels.
  • Most spending still goes to traditional media, but budgets are shifting toward digital and mobile marketing.
  • Mobile marketing enables engaging specific audiences through texting and multimedia messages.
  • Younger consumers are more receptive to mobile advertising, which is rapidly growing as a budget category.

Considerations and Trends

  • The percentage of sales and competitive parity methods are common for their simplicity but may ignore market changes.
  • Affordable method can result in not having enough funds for effective promotion if costs are underestimated.
  • Objective and task approach is more rational, ensuring resources align with marketing goals.
  • Increasing use of mobile and digital channels affects how companies allocate their promotion budgets globally.

Key Terms & Definitions

  • Percent of Sales Method — Sets promotion budget as a specific percentage of sales.
  • Affordable Method — Budgets based on what a company believes it can afford to spend.
  • Competitive Parity — Budgets set to match or approximate competitors’ spending.
  • Objective and Task Method — Budgets determined by setting objectives, defining tasks, and estimating their costs.
  • Mobile Marketing — Promotional activities designed for mobile devices to reach consumers on the go.

Action Items / Next Steps

  • Be able to explain four different ways to set a promotion budget.
  • Prepare a definition and example of mobile marketing for discussion.
  • Review trends in media spending and consider how they affect promotional strategies.