Product Attributes: What Marketers Need to Know

I’m a huge homebody who prefers the ease of shopping online from home. However, the problem with buying items online is that I can’t try on, measure, or get a good feel for the product until it arrives at my door. So, before deciding to purchase, I always check the item’s product attributes to ensure it’s right for me.

Product attributes play an essential role in the decision-making process for buyers. They’re also crucial for marketers when promoting or advertising a product. Read on to learn more about product attributes, their importance, and how to incorporate them into your marketing strategy.

What are product attributes?

Product Attributes vs. Product Benefits

Why You Need Product Attributes

Product Attributes Examples

Use product attributes in your marketing strategy.

Product attributes fall into two categories: tangible and intangible. Tangible attributes are physical attributes that the senses can perceive, such as color, shape, size, and texture. Intangible attributes are characteristics that can’t be perceived by seeing or holding the product.

For example, take a look at this Victrola record player system.

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Tangible attributes of this record player include its red color and retro-inspired design. Intangible attributes would be Bluetooth capability and recording software allowing buyers to convert vinyl to MP3.

Product Attributes vs. Product Benefits

While product attributes describe the products, product benefits describe what customers stand to gain from the product. For instance, let’s go back to the record player example.

As I said earlier, a product attribute of the record player is its Bluetooth capability. A product benefit is that this capability allows users to stream their favorite music wirelessly.

Why You Need Product Attributes

Including product attributes helps consumers get a feel for your product and what it can do for them. Attributes also influence the potential buyer’s decision and allow them to properly weigh their options when looking for a product that suits their needs.

Helpful product attributes can improve the customer experience by making their decision process more manageable.

Product attributes are also necessary because they can boost your brand’s discoverability online. Marketers can and should incorporate keywords into product attribute descriptions so people searching these terms are more likely to find your product.

Product Attributes Examples

Below are a few tangible and intangible product attributes from several companies and brands.

1. Quality

Quality is a critical product attribute to include in your marketing because consumers want products they trust will work. Product reviews, manufacturing data, and the use of durable materials are just some ways you can demonstrate a product’s quality.

An example of a quality product attribute can be seen in this cat tree made by FRISCO. The cat tree is described as a “heavy-duty tree” made with sisal posts and is “designed for your cat to climb, play, nap, and scratch just the way they like, as much as they like.”

Best for: When your target consumers want a long-lasting, durable product or a high-quality customer experience.

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2. Design

Design refers to the product’s appearance. For example, the amethyst engagement ring below comprises a cushion-cut amethyst, a 14K yellow gold band, and “sparkling twists of round diamonds” for a “regal design.”

Best for: When aesthetics and style are a core value for your consumers. It’s also a great opportunity to optimize for keywords. For example, the ring’s description includes key search words such as “cushion-cut,” “amethyst,” and “yellow gold band.”

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3. Price

Price is an excellent attribute to include in your product’s description, especially if you’re emphasizing how much a consumer can get at a cost-effective rate. For instance, Canva mentions it offers free use of its design tools and lists all the things users can access at zero costs.

Best for: When your product is available at a lower price point than your competitors or if your product is available in budget-friendly options.

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4. Verification and Safety

Again, consumers need assurance that your product is trustworthy, credible, and safe. One way to prove those points is to include verification and safety attributes. Philly’s Phinest Roofing, a Philadelphia-based roofing company, proves its credibility by emphasizing the 40 years it’s been in business and its status as a certified roofing company. It even has the company’s license number features on its website for potential customers to verify.

Best for: If safety and reliability are top concerns for your target audience.

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5. Marketing Claims

Marketing claims are product attributes that reference your product’s performance, and they can be in the form of statistics or data. To generate an accurate and compelling marketing claim, brands invest in research groups and customer surveys.

An example of a marketing claim is Lysol promoting that its products kill 99.9% of germs.

Best for: Showing how your product outperforms competitors or highlighting its effectiveness.

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Use product attributes in your marketing strategy.

Product attributes help consumers make confident and informed decisions about their purchases. They also contribute to an easier and more enjoyable customer experience.

Most importantly, they build trust in your brand and help to ensure you’re marketing your products to the right people. To better market your product and delight your customers, include product attributes in your strategy.

 

14 Best Screen Recorders to Use for Collaboration

For your team, screen recorders can be used for several reasons — from creating tutorials for your website to recording a recurring tech issue to sending your marketing team a quick note instead of an email.

Plus, we can’t forget about product demos and training videos that can be used by many departments on your team, from marketing to sales to customer service.

Below, let’s learn about the best free and paid screen recording options for your company — whether you work at a small business or enterprise company.

What is the best screen recorder?

What’s considered the best will depend on what you need. Are you using it for work? For fun? Will you be live streaming on another platform? Once you’ve figured out your use cases, it will be easier to choose a screen recording tool.

Other qualities you should take into account include:

Cost
User interface and ease of use
Built-in editing tools
Sound quality

While we can’t definitively tell you which screen recorder is best for you, we’ve come up with a list of some of our top choices.

Best Screen Recorder Tools Overall

1. Loom

Price: Starter Plan, free; BusinessPlan, $12.50/user/month; Enterprise, contact for pricing

Best for: Work communication

Pros:

Background noise suppression
Viewer insights
Can create a team workspace for storing and sharing videos
Integrates with Slack, Jira, Dropbox, GitLab, and more

Cons:

5 minute recording limit with Starter Plan
Limited editing features

Loom is one of the best screen recorders on the market for Mac, Windows, and iOS.

You can easily record your whole screen or a partial screen and narrate using your microphone. At HubSpot, we’ve been known to use it to disseminate information to our marketing team.

When you’re done recording, it offers easy editing capabilities, allowing you to trim the video or add a call-to-action (CTA) and custom thumbnail.

To share your video, you can instantly share with a link and even add a password for extra privacy. Loom’s easy-to-use platform and privacy features make it an excellent choice for workplace communication.

Overall, this is a great choice because it’s quick, easy to use, and offers everything you’d need.

2. Screencastify

Price: Free; Starter, $7/user/month; Pro $10/user/month

Best for: Tutorial videos

Pros:

Easy to use for newbies
All videos are saved in Google Drive for easy access
Ability to add interactive questions to check for information retention

Cons:

For chrome devices and browsers only
Limited editing capabilities

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Screencastify is a Google Chrome screen recorder that is best used for creating tutorial videos.

With its free version, you can easily record up to five minutes per video of your screen and webcam, add annotations, trim your videos, and export to Google Drive or publish to YouTube.

The paid versions offer some more bells and whistles, most notably the unlimited recording length, and priority support.

Other features include narration, offline recording, the ability to instantly share via Google Drive, and direct upload capabilities.

The easy annotations and customizable screen options make it an excellent choice for tutorial videos.

3. OBS Studio

Price: Free
Best for: Professional live streaming

Pros:

Easy to customize
Great for streaming on platforms like Twitch or YouTube
Offers several premade scenes

Cons:

No ability to use multiple screen transitions between takes

High learning curve

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Open Broadcaster Software (OBS) is a screen recording software mainly used for live streaming on platforms like Twitch and YouTube.

When you begin recording, you can choose what part of the screen you want to capture and will have access to an audio mixer. The audio mixer will allow for professional sound quality.

With OBS, you can record an unlimited amount of scenes, switching seamlessly with custom transitions.

Additionally, this software offers a streamlined settings panel so you have a variety of configuration options for your broadcast or recording.

The customizability makes it one of the best screen recorders.

4. RecordScreen.io

Price: Free

Best for: No frills videos

Pros:

No time limits
Easy to use
No watermarks

Cons:

No built-in converter
Requires internet connection
No additional video formats

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If you want an absolutely zero-frills, easy-to-use option, RecordScreen.io is one of the best options.

All you need to do is go to the site and click Record. Then, you’ll choose whether to record the webcam and screen or just the screen.

When you’re finished, all you have to do is download the video.

 

5. CloudApp

Price: Free; Individual, $9.95/month; Team, $8/user per month; Enterprise, contact for pricing

Best for: Enterprise recording communication

Pros:

Ability to annotate screenshots
Easy to share files with a simple link
Can customize your content with logos and other features

Cons:

File size could be improved
Limited editing features

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CloudApp is a great option for the enterprise company in need of screen recording capabilities.

However, it still offers lightweight versions for smaller teams. With the free version, you can create short videos with annotations, GIFs, and basic editing capabilities.

Still, you’ll have to pay for the more robust enterprise tool. With paid versions, you’ll have access to custom branding, management, and support tools that the other plans don’t have.

Additionally, CloudApp offers analytics and insights into who views your content and from where.

These robust enterprise capabilities make it an excellent option for larger companies.

6. TinyTake

Price: Basic, free; Standard, $29.95/year; Plus, $59.95/year; Jumbo, $99.95/year

Best for: Annotated videos

Pros:

Simple interface
Uses minimal RAM resources

Cons:

Very limited capabilities on the free version

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TinyTake is another screen recording option for Windows and Mac users.

When you begin recording your screen, you can capture images, videos, and presentations. Additionally, you can add comments and annotations.

In fact, the annotation toolset is one of the most unique features. You can easily add text, highlight, draw arrows, or blur parts of your screen for privacy. This tool is a convenient way to annotate product reviews or demos.

To get the most out of this product, you’ll want to buy a paid version. The biggest difference in the free and paid versions is the recording limit and annotation capabilities.

7. Camtasia

Price: Individual, $299 one-time fee, install on two machines per user; Business, $239 – 299 depending on the size of your team

Best for: Professional videos

Pros:

Robust editing features
Helpful tutorials and website support available
Supports multiple media formats

Cons:

Expensive compared to other options

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Camtasia is a screen recording option for Mac and Windows users that are looking to create professional-looking videos such as webinars, explainer videos, or knowledge base videos.

With this software, you can record your screen and audio, add effects including text and transitions, and instantly upload your video to YouTube, Vimeo, or Screencast.

Additionally, this software offers features including music and audio from its royalty-free music and sound effects, catchy titles and annotations, quizzes for interactivity, and animated transitions.

The built-in video editing tool is what sets it apart from other screen recording software, giving this software the ability to create more put-together videos for your team.

8. SnagIt

Price: Individual, $62.99 one-time fee, install on two machines per user; Business, $31.99 – 62.99 depending on the size of your team; Education, $22.46 – $37.99 depending on the size of your team

Best for: Visual instruction videos

Pros:

Has a built-in Gif maker
Can create and share custom templates
Can export files to cloud storage

Cons:

One of the pricier options on this list

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With this option, your team can easily create instructional videos that are customizable.

Before you begin, you can choose to create a video from templates, images, or record a new video.

Once you capture the process, you can markup the screenshots or talk through the process and add in visual instructions including custom how-to guides or tutorials.

Additionally, SnagIt offers other customizable options. You can easily move objects around on your screen capture, rearrange buttons, or even delete and edit text.

Plus, the step tool allows you to quickly document a process and workflow with a series of numbers.

The customizable tools are built with step-by-step instructional videos in mind.

9. Droplr

Price: Pro, $6/month per user; Teams, starting at $79/month per user; Enterprise, custom pricing

Best for: Remote collaboration

Pros:

Team file sharing and cloud storage
Easy to use screen capture and recording

Cons:

No free option
Limited file formats for export

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Droplr is a screencast tool that is best used for remote collaboration.

When you capture a screenshot or record your screen, you can explain your thoughts by adding messages with the text field.

Additionally, there’s also a privacy feature so you can blur sensitive information to keep your content safe.

However, one of the best tools is that your videos can be branded, with customizable short links using your company domain, adding a company logo, and using your own branding images for professionalism.

Overall, the advanced annotation feature makes this a great option for remote teams to get their jobs done faster.

10. OneScreen

Price: OneScreen Hype, $10/month; OneScreen Annotate, $100 Perpetual License

Best for: Collaboration and video conferencing

Pros:

Works in browser so no download required

Built-in whiteboard tools

Customer support available

Cons:

Participant limit for Hype may be prohibitive for larger teams

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OneScreen is a browser-based video conferencing tool companies can use to collaborate, meet, train, or present.

One of its most basic capabilities is the screen sharing and recording function, so your team can record any meeting right in the browser, no download required.

Additionally, there are robust annotation and whiteboard tools your team can utilize.

While OneScreen works well with enterprise companies who need video conferencing hardware and software, it also offers more affordable software for smaller companies.

11. Clip by ClickUp

Price: Free Forever; $5/mo. for Unlimited, $12/mo. for Business; Business Plus $19/mo

Best for:Productivity and work management

Pros:

Free training and 24-hour support
Create tasks from your recordings
Easy share links, no downloads required

Cons:

Unnecessary if you don’t also need project management software

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ClickUp is a powerful productivity tool that includes task management, goal tracking, dashboards, 15+ views, and hundreds of features that can be customized for any work need.

ClickUp offers a free in-app screen recording tool,Clip, that allows you to capture your entire screen, app window, or your browser tab, and add voice messages over your recordings directly from your microphone.

Once your recordings are ready, you can share them with anyone via a link that plays in any browser, or view them instantly after recording, no downloads required.

Additionally, it allows you to create a task from your recording, add a description, and assign team members so everyone knows the full context and what to do next. Sometimes it’s more effective to show than tell, especially if you’re a visual learner.

12. Vmaker

Price: Lite Plan, Free; Starter Plan, $7/month; Teams Plan, $10/month; Enterprise Plan, contact for additional pricing

Best for: Sales prospecting

Pros:

Intuitive interface
Plenty of customization options
4k recording capabilities

Cons:

Free version has a limited video length

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Vmaker is an easy-to-use screen recorder that is best used for sales prospecting. Vmaker comes with Gmail and Hubspot integration that enables users to send personalized video emails from their Gmail and Hubspot accounts.

Vmaker offers highly useful branding features that allow you to customize subdomains, logos, and add a custom CTA to improve your brand visibility and response rates.

With the free version, you can record up to seven minutes per video at 720p resolution along with an inbuilt video editor that provides you with all the basic editing features.

The paid version offers advanced features and capabilities including 4K recording, pro video editing tools, unlimited recording times, and more.

Overall, Vmaker’s ease of usability and features make it an ideal tool for marketers, sales professionals, and any content creators looking to personalize their communication.

Best screen recorder for mac

13. Screencast-O-Matic

Price: Free; Deluxe, $41.65/month billed yearly; Premier, $64/month billed yearly; Max, $10/month billed yearly; lower rates for educators

Best for: Quick tutorial videos

Pro:

Comes with royalty-free music for use
Easy to use drag and drop interface
Unlimited videos

Cons:

Only exports images as PNG files

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Screencast-O-Matic is another easy-to-use screen recorder that supports webcam and screen recordings.

With its free version, you can add stock music and captions to your recording, narrate from your microphone, and trim your video.

With the paid version, you’ll get more advanced animation and editing tools. For example, you can even draw on your screen while recording. Plus, you’ll have access to more music and overlay effects.

Additionally, one of the newest features is the stock library full of videos and images you can add to your recordings.

If you’re looking for a no-frills experience, the free version of Screencast-O-Matic is a great option. However, the paid options still offer advanced capabilities.

Best Screen Recorder for PC

14. Bandicam

Price: Free download or $39 one-time license fee

Best for: Webinar recordings

Pros:

Excellent sound quality
Easy user interface
Uses a low amount of RAM

Cons:

Free version has limited capabilities
Editing requires other software

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Another lightweight screen recorder is Bandicam. This is a software for Windows users making it possible to capture anything on your PC screen as high-quality video.

With Bandicam, you can record webinars, games, meetings, or Skype calls. Then, you can even add narration after the video is recorded.

Additionally, features such as real-time drawing and branding make it a competitive option.

The high-definition recordings and customizable narration options make it great for webinar recordings.

An important thing to note is that the free version places a watermark on videos, so you’ll have to be a paid user to create branded videos.

Simplify Your Workflow With Screen Recorders

Whether you need to record a message for your team, a product demo, or a webinar, you’ll have to use a screen recording software. While most easy-to-use, free options can be used for your needs, there are also more robust tools for larger companies.

Editor’s note: This article was originally published in January 2020 and has been updated for comprehensiveness.

 

How to Create a Pivot Table in Excel: A Step-by-Step Tutorial

The pivot table is one of Microsoft Excel’s most powerful — and intimidating — functions. Pivot tables can help you summarize and make sense of large data sets. However, they also have a reputation for being complicated.

The good news is that learning how to create a pivot table in Excel is much easier than you may believe.

We’re going to walk you through the process of creating a pivot table and show you just how simple it is. First, though, let’s take a step back and make sure you understand exactly what a pivot table is, and why you might need to use one.

What is a pivot table?
What are pivot tables used for?
How to Create a Pivot Table
Pivot Table Examples

In other words, pivot tables extract meaning from that seemingly endless jumble of numbers on your screen. And more specifically, it lets you group your data in different ways so you can draw helpful conclusions more easily.

The “pivot” part of a pivot table stems from the fact that you can rotate (or pivot) the data in the table to view it from a different perspective. To be clear, you’re not adding to, subtracting from, or otherwise changing your data when you make a pivot. Instead, you’re simply reorganizing the data so you can reveal useful information.

What are pivot tables used for?

If you’re still feeling a bit confused about what pivot tables actually do, don’t worry. This is one of those technologies that are much easier to understand once you’ve seen it in action.

The purpose of pivot tables is to offer user-friendly ways to quickly summarize large amounts of data. They can be used to better understand, display, and analyze numerical data in detail.

With this information, you can help identify and answer unanticipated questions surrounding the data.

Here are seven hypothetical scenarios where a pivot table could be helpful.

1. Comparing Sales Totals of Different Products

Let’s say you have a worksheet that contains monthly sales data for three different products — product 1, product 2, and product 3. You want to figure out which of the three has been generating the most revenue.

One way would be to look through the worksheet and manually add the corresponding sales figure to a running total every time product 1 appears. The same process can then be done for product 2, and product 3 until you have totals for all of them. Piece of cake, right?

Imagine, now, that your monthly sales worksheet has thousands upon thousands of rows. Manually sorting through each necessary piece of data could literally take a lifetime.

With pivot tables, you can automatically aggregate all of the sales figures for product 1, product 2, and product 3 — and calculate their respective sums — in less than a minute.

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2. Showing Product Sales as Percentages of Total Sales

Pivot tables inherently show the totals of each row or column when created. That’s not the only figure you can automatically produce, however.

Let’s say you entered quarterly sales numbers for three separate products into an Excel sheet and turned this data into a pivot table. The pivot table automatically gives you three totals at the bottom of each column — having added up each product’s quarterly sales.

But what if you wanted to find the percentage these product sales contributed to all company sales, rather than just those products’ sales totals?

With a pivot table, instead of just the column total, you can configure each column to give you the column’s percentage of all three column totals.

Let’s say three products totaled $200,000 in sales. The first product made $45,000, you can edit a pivot table to instead say this product contributed 22.5% of all company sales.

To show product sales as percentages of total sales in a pivot table, simply right-click the cell carrying a sales total and select Show Values As > % of Grand Total.

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3. Combining Duplicate Data

In this scenario, you’ve just completed a blog redesign and had to update many URLs. Unfortunately, your blog reporting software didn’t handle the change well and split the “view” metrics for single posts between two different URLs.

In your spreadsheet, you now have two separate instances of each individual blog post. To get accurate data, you need to combine the view totals for each of these duplicates.

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Instead of having to manually search for and combine all the metrics from the duplicates, you can summarize your data (via pivot table) by blog post title.

Voilà, the view metrics from those duplicate posts will be aggregated automatically.

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4. Getting an Employee Headcount for Separate Departments

Pivot tables are helpful for automatically calculating things that you can’t easily find in a basic Excel table. One of those things is counting rows that all have something in common.

For instance, let’s say you have a list of employees in an Excel sheet. Next to the employees’ names are the respective departments they belong to. You can create a pivot table from this data that shows you each department’s name and the number of employees that belong to those departments.

The pivot table’s automated functions effectively eliminate your task of sorting the Excel sheet by department name and counting each row manually.

5. Adding Default Values to Empty Cells

Not every dataset you enter into Excel will populate every cell. If you’re waiting for new data to come in, you might have lots of empty cells that look confusing or need further explanation.

That’s where pivot tables come in.

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You can easily customize a pivot table to fill empty cells with a default value, such as $0, or TBD (for “to be determined”). For large data tables, being able to tag these cells quickly is a valuable feature when many people are reviewing the same sheet.

To automatically format the empty cells of your pivot table, right-click your table and click PivotTable Options.

In the window that appears, check the box labeled Empty Cells As and enter what you’d like displayed when a cell has no other value.

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How to Create a Pivot Table

Enter your data into a range of rows and columns.
Sort your data by a specific attribute.
Highlight your cells to create your pivot table.
Drag and drop a field into the “Row Labels” area.
Drag and drop a field into the “Values” area.
Fine-tune your calculations.

Now that you have a better sense of what pivot tables can be used for, let’s get into the nitty-gritty of how to actually create one.

Step 1. Enter your data into a range of rows and columns.

Every pivot table in Excel starts with a basic Excel table, where all your data is housed. To create this table, simply enter your values into a specific set of rows and columns. Use the topmost row or the topmost column to categorize your values by what they represent.

For example, to create an Excel table of blog post performance data, you might have:

A column listing each “Top Pages.”
A column listing each URL’s “Clicks.”
A column listing each post’s “Impressions.”

We’ll be using that example in the steps that follow.

Step 2. Sort your data by a specific attribute.

Once you’ve entered all your data into your Excel sheet, you’ll want to sort your data by attribute. This will make your information easier to manage once it becomes a pivot table.

To sort your data, click the Data tab in the top navigation bar and select the Sort icon underneath it. In the window that appears, you can sort your data by any column you want and in any order.

For example, to sort your Excel sheet by “Views to Date,” select this column title under Column and then select whether you want to order your posts from smallest to largest, or from largest to smallest.

Select OK on the bottom-right of the Sort window.

Now, you’ve successfully reordered each row of your Excel sheet by the number of views each blog post has received.

Step 3. Highlight your cells to create your pivot table.

Once you’ve entered and sorted your data, highlight the cells you’d like to summarize in a pivot table. Click Insert along the top navigation, and select the PivotTable icon.

You can also click anywhere in your worksheet, select “PivotTable,” and manually enter the range of cells you’d like included in the PivotTable.

This opens an options box. Here you can select whether or not to launch this pivot table in a new worksheet or keep it in the existing worksheet, in addition to setting your cell range.

If you open a new sheet, you can navigate to and away from it at the bottom of your Excel workbook. Once you’ve chosen, click OK.

Alternatively, you can highlight your cells, select Recommended PivotTables to the right of the PivotTable icon, and open a pivot table with pre-set suggestions for how to organize each row and column.

Note: If using an earlier version of Excel, “PivotTables” may be under Tables or Data along the top navigation, rather than “Insert.” In Google Sheets, you can create pivot tables from the Data dropdown along the top navigation.

Step 4. Drag and drop a field into the “Row Labels” area.

After you’ve completed Step 3, Excel will create a blank pivot table for you.

Your next step is to drag and drop a field — labeled according to the names of the columns in your spreadsheet — into the Row Labels area. This will determine what unique identifier the pivot table will organize your data by.

For example, let’s say you want to organize a bunch of blogging data by post title. To do that, you’d simply click and drag the “Top pages” field to the “Row Labels” area.

Note: Your pivot table may look different depending on which version of Excel you’re working with. However, the general principles remain the same.

Step 5. Drag and drop a field into the “Values” area.

Once you’ve established how you’re going to organize your data, your next step is to add in some values by dragging a field into the Values area.

Sticking with the blogging data example, let’s say you want to summarize blog post views by title. To do this, you’d simply drag the “Views” field into the Values area.

Step 6. Fine-tune your calculations.

The sum of a particular value will be calculated by default, but you can easily change this to something like average, maximum, or minimum depending on what you want to calculate.

On a Mac, you can do this by clicking on the small i next to a value in the “Values” area, selecting the option you want, and clicking “OK.” Once you’ve made your selection, your pivot table will be updated accordingly.

If you’re using a PC, you’ll need to click on the small upside-down triangle next to your value and select Value Field Settings to access the menu.

When you’ve categorized your data to your liking, save your work and use it as you please.

Pivot Table Examples

From managing money to keeping tabs on your marketing effort, pivot tables can help you keep track of important data. The possibilities are endless!

See three pivot table examples below to keep you inspired.

1. Creating a PTO Summary and Tracker

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If you’re in HR, running a business, or leading a small team, managing employees’ vacations is essential. This pivot allows you to seamlessly track this data.

All you need to do is import your employee’s identification data along with the following data:

Sick time.
Hours of PTO.
Company holidays.
Overtime hours.
Employee’s regular number of hours.

From there, you can sort your pivot table by any of these categories.

2. Building a Budget

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Whether you’re running a project or just managing your own money, pivot tables are an excellent tool for tracking spend.

The simplest budget just requires the following categories:

Date of transaction
Withdrawal/Expenses
Deposit/Income
Description
Any overarching categories (like paid ads or contractor fees)

With this information, you can see your biggest expenses and brainstorm ways to save.

3. Tracking Your Campaign Performance

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Pivot tables can help your team assess the performance of your marketing campaigns.

In this example, campaign performance is split by region. You can easily which country had the highest conversions during different campaigns.

This can help you identify tactics that perform well in each region and where advertisements need to be changed.

Digging Deeper With Pivot Tables

You’ve now learned the basics of pivot table creation in Excel. With this understanding, you can figure out what you need from your pivot table and find the solutions you’re looking for.

For example, you may notice that the data in your pivot table isn’t sorted the way you’d like. If this is the case, Excel’s Sort function can help you out. Alternatively, you may need to incorporate data from another source into your reporting, in which case the VLOOKUP function could come in handy.

Editor’s note: This post was originally published in December 2018 and has been updated for comprehensiveness.

The Ultimate Guide to Successfully Rebranding in 2020

When you’re first starting a business, branding is likely the last thing on your mind. After all, it’s hard to sit down and flip through fonts when you have so many priorities to juggle.

Whether your branding efforts started (and ended) with a logo jotted down on a napkin, or you whiteboarded your way through the entire branding process, somewhere along the way things stopped working.

If you’re considering a rebrand, keep reading to learn how to rebrand a company, plus examples of other brands who’ve successfully rebranded their website, name, logo, or entire company mission, and purpose.

Table of Contents

What is rebranding?

The Right (and Wrong) Reasons to Rebrand

Rebranding Strategies for 2023

How to Rebrand a Company

Rebranding Examples

Bad Rebranding Examples

Okay, now that we know what rebranding is, let’s make sure you have the right reasons to rebrand.

The Right (and Wrong) Reasons to Rebrand

Rebrands are complicated and carry big risks.

Even big brands aren’t immune — just look at Uber. After redesigning its logo, 44% of people were unsure of what its logo represented. 

Ultimately, knowing the risks of rebranding can help you determine whether or not you’re jumping into a rebrand for the right reasons.

If you’re considering a rebranding because sales have been slow or brand awareness efforts don’t seem to be paying off, you might want to reconsider — these issues can potentially be solved by creating a new marketing strategy or conducting market research to identify the underlying cause.

But if you’re considering a rebrand because your company’s vision, mission, values, and market are no longer reflected in your brand, then a rebrand might be the right decision.

There are a few other major reasons you might consider a rebrand, including:

New locations

You might need to refresh your brand if you’re expanding to international markets that won’t identify with your current logo, messaging, and so on.

Market repositioning

Brands are designed to connect companies with their customers, so if you reposition your business to target a completely new customer profile — whether through product, place, price, or promotion — your brand will need to follow suit.

New philosophy

Your business’s mission, vision, and values should govern every decision you make — including brand decisions. If your MVV are shifting and pivoting the direction of your business along with them, you’ll need to reevaluate your brand.

Mergers and acquisitions

When two companies merge together, two brands come together as well. If your company was acquired or joined with another company, you can’t just let both brands battle it out. Finding a new brand that reflects the new entity will prevent confusion and build trust.

Additionally, here are a few reasons not to rebrand: 

Boredom

Too often, people consider a rebrand because they’re sick of seeing the same logo and slogan every day. When you’re starting to feel restless with your brand, remember that your customers (who see it much less frequently) might love — or quickly recognize — that signature color you’ve come to loathe.

Covering up a crisis

Whether you’re working against internal issues or fending off bad press, a rebrand isn’t the answer. Most consumers and employees are smart enough to see right through your rebrand and recognize it for what it is — a cover-up.

Impact and ego

For new managers, a rebrand might seem like the fastest way to make your mark. But most new managers aren’t implementing the kind of institutional change that justifies a rebrand. More often than not, new leadership that insists on a rebrand is doing it more for themselves than the company.

Looking for attention

Maybe sales have been floundering, or perhaps brand awareness efforts aren’t picking up. Either way, jumping into a rebrand is the wrong move.

At best, you’ll generate some short-term buzz without any sales and marketing strategy to sustain it. At worst, you’ll lose whatever brand recognition you had and set back your sales and marketing efforts.

If you’ve determined a rebrand is still the right choice for you, keep reading to learn how to devise a rebranding strategy.

Your rebranding efforts may include:

1. Changing your logo.

One of the main strategies of rebranding is changing your logo. Using a new logo will let your customers know that your brand’s identity is different. You can make it sleeker, use different colors, etc. The main reason to change your logo is so it matches with the new identity that you’re marketing with the rebrand.

Pro Tip

Use your brand’s vision, mission, and values to inspire your new aesthetic.

For example, bath and body brand b.a.r.e. represents itself with a hand-drawn logo that gives an authentic, down-to-earth feel, just like the ingredients in its products.

If you need some logo inspiration, check out this helpful guide.

2. Shifting brand position.

After changing your brand logo, it’s important to also shift your brand positioning. You can’t just change your colors and logo and call it a day. The content that you’re marketing needs to communicate a certain message, whether that’s your mission, values, or vision. Shifting your brand positioning will let your customers know what your new mission, values, or vision is.

Pro Tip

Chances are, you’ll need to reestablish a unique selling proposition. Take stock of what distinguishes your brand from the crowd — even if means admitting that a competitor has a leg up in a certain area. This will help you better connect with you target audience and understand your position in the market.

3. Creating new ads.

Once you know what your logo and messaging will sound like, it’s time to create new advertisements and content with this messaging in mind. These ads should clearly communicate the changes to your brand and what they mean for customers. This can help you draw in a new demographic and reach larger audiences.

Pro Tip

It’s easy to forget all the places where your old branding appears. Before launch day, make a list of places to check, including landing pages, old email templates, search ad copy, and ad extensions.

4. Changing your brand’s voice.

Finally, when it’s time to rebrand, you’ll want to change the brand’s voice. Your brand’s voice is the perspective that you write all your marketing content from. Your voice is either formal, causual, witty, etc. If you’re rebranding, it makes sense to change your brand’s voice and announce your rebrand in your new tone of voice.

Pro Tip

It’s helpful to think of your brand as a person. If they walk into a party, are they cracking jokes and being the life of the party, or are they professional and no-nonsense? Use your brand personality to inform you brand voice.

Now, let’s remember that bot all rebrands are created equal, so let’s first consider whether a partial or total rebrand is the best option for your business.

Partial versus Total Rebrand

The more established your business and brand, the more you have to lose from a rebrand.

If your business is more mature, a partial rebrand can help you retain the brand loyalty you’ve built, while refreshing your image to keep up with changing times.

Think of a partial rebrand as an adjustment focused on your visual brand identity to suit new offerings or markets — as opposed to a complete identity crisis.

That’s not to say that a partial rebrand can’t be effective. Just look at Old Spice. The men’s deodorant company redefined its place in the market and has seen massive growth every year since repositioning the brand — all while retaining what made Old Spice cool in the first place.

However, if you’re undergoing a complete identity shift and your company’s mission, vision, and values are changing, a total rebrand might be in order. This option is typically suited to situations like mergers, product overhauls, and other similarly foundational shifts.

Here, everything is on the table — from your name to your purpose, your market, or your brand identity.

If a partial rebrand is a quick touch-up, the total rebrand is a complete makeover.

Once you’ve determined whether you need a partial or total rebrand, take a look at the following five steps you’ll want to implement to successfully rebrand.

1. Reestablish your brand’s audience and market.

After extensive market research, including focus groups and analyzing the data, you’ve noticed something startling — your customers (or competitors) aren’t who you thought they were.

Maybe it’s a demographic with which you never thought you’d engage. Alternatively, maybe there’s a new competitor on the market and its products or services are directly competing with yours.

And you have the data to prove it.

Take a look at who’s actually buying from you — and who they’re buying from, instead of you. Comparing this against your initial target market and audience might reveal some stark differences.

Once you’ve established your actual market and audience, you’re ready to start rebranding your company to connect with your customers (and outsmart your competitors).

2. Redefine your company’s vision, mission, and values.

What are you doing? How are you doing it? Why are you doing it?

When you’re re-evaluating your vision, mission, and values during a rebrand, these are the three questions you’ll need to ask yourself. While it’s easy to take your messaging foundations for granted, they can change as a company grows.

New products, priorities, services, or stakeholders can completely undo what once seemed like a given.

Here are a few major components of your company you’ll want to analyze to decide which part(s) of your company need a little TLC.

Vision

This is a big one. Vision acts as the North Star for every action your company undertakes, so it’s critical you have a firm understanding of your vision before moving forward.

additionally, perhaps over time your vision has changed. That’s okay, but it’s vital you redefine your vision as quickly as possible to ensure all your employees are making decisions with that vision in mind.

When you’re rebranding, company vision will affect everything from your website redesign to your hiring process.

Mission

If vision is your what, mission is your how. Maybe you’re still going in the same direction, but the way you’re getting there has changed. Ultimately, your mission is your company’s roadmap.

When your mission changes, your messaging needs to change as well — making it just as crucial as vision during a rebrand.

For instance, Sweetgreen’s mission statement is “To inspire healthier communities by connecting people to real food.” This motto will help define everything about Sweetgreen’s brand, from the images they use in advertisements to the language they use in press releases.

Values

Your values act as the why behind your brand. They’re why you’re working towards your vision, and why you’re dedicated to your mission.

But, as brands expand and change, some of their founding values might become unsustainable. If you can’t support your old values or you’ve come to prioritize new ones, you’ll need to update them to reflect what your company actually values today.

Brand Voice

As your vision, mission, and values change while rebranding, the way you convey these aspects of your company will also have to change. The vocabulary, tone, and voice you use for your brand have to match your message. So, if what you’re saying is changing, how you’re saying it will need to change, as well.

3. Rename your company during a rebrand.

Changing names is a big undertaking, one that can cost you brand recognition and organic search traffic in one fell swoop. So, if you’re renaming your company as part of your rebrand, make sure you have a plan for recovery as part of your post-rebrand strategy.

On the whole, if your name still fits, your best course of action is to keep it. But if your current name is a mismatch for your company identity, it might be time to go back to the drawing board. To help make that drawing board a little less daunting, here are some starter ideas for the renaming process:

Make a new word
Use an old word in new ways
Say what you do (literally)
Modify a word’s spelling
Add a prefix or suffix
Look to other languages
Bring two words together
Create an acronym
Use a location

If you’re revisiting your name while rebranding, focus on alignment with your brand’s vision, mission, and values — more than just what sounds good. That way, your new name has a better chance of supporting your long-term growth and goals.

4. Reconsider your brand’s slogan.

A good slogan is catchy and captures your company’s mission and vision. It’s your company’s purpose, condensed. Unlike changing names, changing slogans is a little easier for your marketing efforts. But like changing names, you should still consider it carefully.

First, it’s critical you ask yourself, why do you really want to change your slogan?

It’s easy to fall into the trap of hating your slogan because you’ve heard it so many times. But it’s that same repetition that builds brand recognition. Even though you might have gotten sick of your slogan after seeing it constantly, your customers might love it.

If you’re on the fence, you can hold focus groups to see if the slogan is really resonating. If it isn’t, you can get some new ideas for slogans with these starting points:

Make a claim
Get metaphorical
Use poetic language
Provide instructions
Leverage labels
Compliment customers

5. Rebuild your brand identity.

The tangible elements you use to communicate your brand might have been in play for a few years by the time you start considering a rebrand. This means you’ve likely had plenty of time to reconsider their strengths and weaknesses before replacing them.

You might want to redesign your logo, use new colors in your brand material, or even create new brand guidelines. Here are a few common changes you might make as part of your rebranding strategy:

Your Logo

Maybe you loved your logo when you first started your company, but you’re finding your customers never really seemed to “get it”. Alternatively, perhaps your logo needs a refresh to reflect the other major changes you’ve made internally.

If you’re looking to do a logo redesign, going back to the basics of what makes a good logo will help you to get it right this time.

Stay simple. Jamming as much symbolism as possible into a logo generally doesn’t work out too well. But that’s a hard truth for young companies who are still trying to prove themselves. Now that you’re more established, show your confidence with a simple logo.

Make an impact. Maybe you went the opposite route in your original logo design and were too afraid to be bold, so you stuck with something safe. Your logo isn’t worth much if people can’t remember it, so when you’re redesigning your logo, don’t settle for something that won’t stand out.

Be adaptable. One thing you might have learned with your first logo is its limitations. Now that you know what shapes or styles might not be as versatile for the channels your business actually uses, bear those in mind during the redesign.

Aim for appropriate. As companies mature and get to know their customers better, a logo that might have made sense at launch could now be considered completely wrong for that company’s target market.

Look to the long term. As fun as rebrands might seem, you don’t want to do this every year, so really look at your vision, mission, values, and purpose and consider whether this new logo can support them in the long run.

Maintain through-lines. Like your name, your logo is one of your brand’s most memorable components. When you’re rebranding, avoid losing too much brand recognition by trying to maintain the parts of your old logo that worked. If you can maintain a sense of continuity, you’ll be able to carry over some of the brand recognition your old logo initially had.

If we look at a few logo redesigns from 2019, we can see this process in action. Take Zara and The Knot, for example, two companies that changed their logos in the last few years:

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In these brand updates, elements of the old brand carry through. Zara kept its bold, black lettering, but pushed the kerning tighter and switched one Serif font for another. The Knot, on the other hand, stayed in the same typography family with a Script font, but swapped blue for orange in their color scheme.

Choosing Your New Color Palette

Color can have a huge impact on your brand — in fact, some colors are now synonymous with the brands that use them, like McDonald’s yellow. But choosing the right color can be difficult, and as your company develops, your color might need a brush up.

Looking at your brand colors with fresh eyes using color psychology and competitor research can help you evaluate whether they’re working with (or against) the brand image you’re looking to project.

Additionally, now that you’ve been working with your color(s) for a while, you may have noticed that the way your colors show up on-screen vs. in-print isn’t consistent. When considering colors during your rebrand, check to ensure the color looks the same on a variety of brand materials.

Typography

Like your color, your original font may have shown up differently in practice than in theory. When you’re reevaluating fonts, pay close attention to what worked and what didn’t with your old font, along with any difficulties you had — like accessing the font for web design or PowerPoints.

You might also want to consider whether your font is consistent with any markets or messages uncovered while rebranding. If your customers are more mature than you initially expected, that super hip Sans Serif font might be better off as a more traditional Serif font. After all, the medium is the message.

And now that you know your marketing channels, you’ll be able to make more educated decisions on weight and cuts — like which fonts show up well, and which leave your words looking wonky.

Shapes and Imagery Revisited

Like your logo, color palette, and typography, your imagery and shapes play a vital role in your brand identity. If you’re changing any of your brand’s other visual elements, it’s worth reconsidering your imagery and shapes to keep everything cohesive after you’ve rebranded.

But it’s not enough for your rebrand to look cohesive — it needs to support the core messages of your brand, as well. At every step in the branding design process, make sure the what, how, and why behind your brand are also behind your new brand identity.

Building New Brand Guidelines

If you’re going to go through all the trouble of creating a new brand identity for your business, you better make sure you use it correctly. Having (and actually using) brand guidelines will help you keep your brand consistent after the transition.

Brand guidelines are especially critical for logos. Logo guidelines are designed to make it as easy as possible for customers to see, recognize, and remember your logo — making up for any lost familiarity that comes with a rebrand.

Here are a few elements to consider when writing your logo guidelines:

Logo elements. What visual elements make up your logo? When and how are each of them used?
Color variations. What does the colored version of your logo look like? What about black and white? When are each of these used?
Clear space. Also called padding, this is the space around your logo that prevents overlap or obscuring. Aim for at least 10% of width at all times.
Unacceptable uses. What can never be done to your logo? What color variations, rotations, scaling, etc. do you want to avoid?

You’ll want to have your guidelines on hand if you’re doing a website redesign, creating a rebrand campaign, or creating other marketing materials.

6. Track brand sentiment along the way.

When you’re designing all the new elements to your rebrand, it’s important to get feedback from customers. You can conduct focus groups and see if the new branding images and messages communicate your new mission, value, and vision. If you don’t get positive feedback, it might be time to go back to the drawing board.

One of the most crucial steps in rebranding is tracking brand sentiment before, during, and after a rebrand launch. You can look at brand sentiment before a rebrand and see what customers feel negatively about. With this in mind, you can conduct your rebrand strategically, adding new messaging that aligns with your audience.

After you’ve evaluated the feedback before a rebrand, and tested your new rebranding elements in a focus group, it’s time to launch your rebrand.

7. Plan a successful launch.

Launching a rebrand isn’t as simple as changing the colors, fonts, or logo on your site. A rebrand is about communicating your new message: What is your new mission, values, and vision? To communicate this, it’s important to plan a successful rebranding launch.

This can include posting advertisements online, in print, on TV, on radio, etc. Then, you’ll want to announce the launch of your rebrand with a press release on your site and a post on your social media channels that says exactly why your company needed a rebrand and what this rebrand means for the future of your company.

At its best, a rebrand can act as an incentive to remain consistent and on-brand in all your marketing efforts moving forward — something that can slip in businesses over time.

Now that we’ve explored various aspects of rebranding, let’s take a look at examples for further inspiration.

1. Chobani

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In 2017, Chobani made a few major changes to their brand in an effort to stand out in the crowded, oftentimes homogeneous-looking yogurt industry.

First, they shifted their identity from a yogurt company to a “food-focused wellness company” with a new mission — “Fighting for happily ever after.”

Under their Impact page on their website, you’ll see the statement, “The most important thing we make is a difference. It’s always been about more than yogurt.” You’ll see this focus on health and nutrition in their advertisements and their new products, including Less Sugar Greek Yogurt and Chobani Flip Yogurt.

Additionally, as shown above, Chobani changed its packaging — instead of using plain white cups with fruit photos, they redesigned their product packaging using 19th century American folk art with a variety of colors. Their rebrand helps their products stand out from the other plain white yogurt packages on the shelves.

2. Candid

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Rebranding is often a good decision after two companies merge.

For instance, Foundation Center was the largest source of information about philanthropy globally, and GuideStar was the largest source of information on U.S. nonprofit organizations. In 2019, the two organizations joined forces to become Candid, enabling both foundations to enhance the services they offer to millions of people who rely on them to help make the world a better place.

If you visit Foundation Center’s website, you’ll see a message that reads: “Foundation Center and GuideStar are now Candid. You were redirected to candid.org from foundationcenter.org.” The old GuideStar website is still visible and usable, but there is an explanation of the new corporate entity and a link to Candid’s page.

Candid, the new merged foundation, now boasts a sleek website with a mission statement, guiding principles, and a vision that combines the best of both Foundation Center and GuideStar.

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3. Dropbox

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In 2007, Dropbox launched as a file-storage and file-sharing web service — but in 2017, the company now wants you to think of them as ” the connective tissue for teams and businesses of all sizes”. Instead of just a file-sharing service, Dropbox is now a full suite with APIs, tools, and integrations.

Along with the internal mission shift, Dropbox refreshed its logo to reflect its new products. In a statement regarding the new logo, the Dropbox design team said, “Our old logo was a blue box that implied, ‘Dropbox is a great place to store stuff.’ The new one is cleaner and simpler. And we’ve evolved it from a literal box, to a collection of surfaces to show that Dropbox is an open platform, and a place for creation.”

4. Pet Food Experts rebrand

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Pet Food Experts has a full timeline on their website that reflects all company changes since 1936, when the company first opened.

Among the most notable are the company’s name change from “Rumford Pet Center” to “Pet Food Experts” (in an “effort to establish itself separately from the Rumford Aquarium”), and the logo redesign in 2008. The 80-year-old company has grown significantly over the years, and is now a major distributor of pet products from coast-to-coast.

To reflect their change and growth over the years, the company has taken numerous successful steps to consistently refresh their brand to reflect their products and values as they change over time.

5. Dunkin’

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Beginning in January 2019, Dunkin’ Donuts adopted a new logo that dropped the “Donuts” on their name — now, signs, logos, and marketing materials simply read, “Dunkin'”.

The new name signifies the companies focus on coffee — Tony Weisman, Chief Marketing Officer, Dunkin’ U.S., said in a statement, “By simplifying and modernizing our name, while still paying homage to our heritage, we have an opportunity to create an incredible new energy for Dunkin’, both in and outside our stores.”

Despite the change in name, Dunkin’ continues to use the same pink and organic colors and iconic font to ensure long-time customers continue to recognize the brand.

6. IHOP

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As you’ve likely gathered from this post, a rebrand is a fantastic opportunity to refresh your public perception and get consumers’ attention.

Which is exactly why IHOP used a rebrand as a marketing ploy to get people to pay attention to their new product — burgers. In 2018, IHOP announced that it was rebranding as IHOb, the International House of Burgers. It began using IHOb on social media, its website, and in-store promotions.

Eventually, IHOP admitted its rebranding was a joke to get people to pay attention to their new line of ground Angus ground beef burgers. And, sadly, IHOP has since switched back to its original name and logo.

Their “joke rebrand” was a smart play — it incentivized people to either vehemently fight for the importance of IHOP’s most important product (pancakes), while also calling attention to their other offerings.

Bad Rebranding Examples

1. Comcast

Comcast has been known to have the most hated customer services in the United States. So the company decided to change their name and rebrand their logo to xfinity.

However, the company didn’t change its history of bad practices. Superficial updates like a name change and logo change won’t help your company if brand identity and brand reputation doesn’t follow.

While the company could have worked on improving customer support, they spent money on a cosmetic upgrade, which didn’t help them earn the trust back from their customers. To earn your customers trust, you have to listen to them. You can’t just rebrand your visual identity while making no substantitve changes.

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2. Gap

Remember that list of reasons to rebrand and reasons not to rebrand above? Gap made the mistake of rebranding for seemingly no reason. The company changed their logo and caused outrage among its customers. Only 6 days later, the company went back to the old design.

The new logo didn’t communicate anything about the brand, and in fact took the personality out of the brand’s logo. Additionally, customers had an emotional bond with their logo, and changing it for no reason caused upset customers.

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3. Weight Watchers

Weight Watchers changed its name and logo a few years ago to shift its focus from weight-loss to wellness. However, with their new name “Wellness that Works,” customers weren’t sure if the product offerings were going to change.

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The shift from weight-loss company to wellness company left customers confused. And this wasn’t a bad idea for a rebrand, however it’s important that your product offerings either change with your new identity or don’t rebrand at all.

Changing the name of your company shouldn’t confuse customers — it should make your offerings more clear.

Additionally, if you’re going to shift your name and product offerings, it’s important to communicate that message clearly. This rebrand failed because the message wasn’t clearly communicated and customers were confused.

Are You Ready to Rebrand?

Now that you know everything a rebrand entails, it’s time to consider if and how you want to rebrand your own business. Whether you end up going with a logo redesign, a website redesign, some refreshed messaging or a complete brand overhaul, these steps can help you to consider your best strategy for building a brand that gets it right this time.

Editor’s note: This post was originally published in August 2014 and has been updated for comprehensiveness.