The Dos and Don’ts of Sponsored Content Advisory

The following guidelines apply to client sponsored analyst engagements. Please submit all promotional materials to citations@forrester.com for review/approval.

Do

Submit all analyst engagement-related materials to Citations (citations@forrester.com) for review and include copy, images, branding, and the context.

Do Not

Assume approval of one piece means approval for all. Context matters, and Forrester has specific policies around usage in different mediums.

Overall

Overall

Do

  • Submit the analyst-reviewed event title and abstract prior to creating assets that will include it.
  • Confirm if replay rights have been purchased for the engagement.
  • Provide a comprehensive list of questions to citations@forrester.com for review and approval if the engagement will be conducted in a Q&A format.
  • Use approved clips from your replay to promote the full recording.
  • Ensure that the Forrester logo is smaller and less prominent than your own logo to avoid the appearance of a co-branded or co-hosted engagement.
  • Ensure that the Forrester logo , if used, includes “Featuring” above or next to it.
Overall

Do Not

  • Include an analyst in an engagement that is about a specific company or product.
  • Identify a Forrester analyst or consultant as a host or co-host of your engagement or as an interviewer.
  • Have analysts record separate promos for your engagement.
  • Use the Forrester logo in line with your own logo in any materials.

Presentation

Presentation

Do

  • Include a Forrester analyst as a presenter or moderator of a roundtable discussion or panel on industry/broad topics.
  • Ensure that Forrester analysts are always identified as a guest or featured speaker.
  • Ensure that the Forrester logo, if used, includes “Featuring” above or next to it.
  • Ensure that the Forrester logo is smaller and less prominent than your own logo to avoid the appearance of a co-branded or co-hosted engagement.
  • Provide the complete webinar slide deck, including both the Forrester speaker’s slides as well as your own, as much in advance of the live event or recording as possible.
  • Ensure that Forrester’s copyright notice is included on Forrester’s slides if your slide template is being used.
  • Share a PDF version of the original, unaltered analyst presentation with webinar/event attendees only.
  • Include a Forrester analyst as a presenter or moderator of a roundtable discussion or panel on industry/broad topics.
  • Ensure that your virtual background, if using for an engagement with a Forrester analyst, has been reviewed and approved.
  • Work with Forrester to translate a recording of your engagement via an approved Forrester vendor.
  • Include an introductory slide at the beginning of your presentation on your own (not Forrester’s) template, introducing the analyst as a guest speaker, as well as a thank-you/closing slide at the end of the presentation on your own (not Forrester’s) template.
  • Include proper sourcing/attribution if published Forrester research is being cited on your slides.
Presentation

Do Not

  • Associate Forrester with any engagement that could appear to compare or negatively portray another company or product or one that could appear as an endorsement of a particular company or product.
  • Position a Forrester Wave™ as the primary focus of your engagement.
  • Include an analyst in an engagement that is about a specific company or product.
  • Identify a Forrester analyst or consultant as a host or co-host of your engagement or as an interviewer.
  • Use the Forrester logo in line with your own logo.
  • Alter Forrester’s slide template, including our logo, colors, fonts, etc.
  • Distribute or post a PDF version of the original, unaltered analyst presentation on a website, social media, or other channels unless replay rights have been purchased and the full recording (including audio) is accessible.
  • Associate Forrester with any engagement that could appear to compare or negatively portray another company or product or one that could appear as an endorsement of a particular company or product.

Website & Q&A

Website

Do

  • Ensure that Forrester analysts are always identified as a guest or featured speaker.
  • Ensure that the Forrester logo, if used, includes “Featuring” above or next to it.
  • Ensure that Q&A materials reference/link to the corresponding webinar/video/speech engagement.
  • Ensure that the Forrester logo is smaller and less prominent than your own logo to avoid the appearance of a co-branded or co-hosted engagement.
  • Include proper sourcing/attribution if published Forrester research is being cited.
  • Ensure that Q&A content/copy is company-, product-, and brand-agnostic.
  • Make sure the Q&A has your own branding and clearly identifies Forrester as a guest participant.
  • Clearly indicate that the Q&A questions are coming from you, the client, and that Forrester is answering them.
Website

Do Not

  • Identify a Forrester analyst or consultant as a host or co-host of your engagement or as an interviewer.
  • Distribute or post a PDF version of the original, unaltered analyst presentation on a website unless replay rights have been purchased and the full recording (including audio) is accessible.
  • Use the Forrester logo in line with your own logo.
  • Provide or post transcripts of the engagement (or Forrester’s portion of it).
Q&A

Do

  • Ensure that the Forrester logo, if used, includes “Featuring” above or next to it.
  • Ensure that the Forrester logo is smaller and less prominent than your own logo to avoid the appearance of a co-branded or co-hosted engagement.
  • Ensure that Q&A materials reference/link to the corresponding webinar/video/speech engagement.
  • Include proper sourcing/attribution if published Forrester research is being cited.
  • Make sure the Q&A has your own branding and clearly identifies Forrester as a guest participant.
  • Ensure that Q&A content/copy is company-, product-, and brand-agnostic.
  • Clearly indicate that the Q&A questions are coming from you, the client, and that Forrester is answering them.
Q&A

Do Not

  • Cite your Q&A in promotional materials unrelated to the corresponding webinar engagement.
  • Use the Forrester logo in line with your own logo.

Social & Blog

Social

Do

  • Ensure that Forrester analysts are always identified as a guest or featured speaker.
  • Ensure that the Forrester logo, if used, includes “Featuring” above or next to it.
  • Ensure that the Forrester logo is smaller and less prominent than your own logo to avoid the appearance of a co-branded or co-hosted engagement.
  • Include proper sourcing/attribution if published Forrester research is being cited.
Social

Do Not

  • Identify a Forrester analyst or consultant as a host or co-host of your engagement or as an interviewer.
  • Distribute or post a PDF version of the original, unaltered analyst presentation unless replay rights have been purchased and the full recording (including audio) is accessible.
  • Use the Forrester logo in line with your own logo.
Blog

Do

  • Ensure that Forrester analysts are always identified as a guest or featured speaker.
  • Ensure that the Forrester logo, if used, includes “Featuring” above or next to it.
  • Ensure that Q&A materials reference/link to the corresponding webinar/video/speech engagement.
  • Include proper sourcing/attribution if published Forrester research is being cited.
  • Ensure that Q&A content/copy is company-, product-, and brand-agnostic.
  • Make sure the Q&A has your own branding and clearly identifies Forrester as a guest participant.
  • Clearly indicate that the Q&A questions are coming from you, the client, and that Forrester is answering them.
Blog

Do Not

  • Use the Forrester logo in line with your own logo.
  • Identify a Forrester analyst or consultant as a host or co-host of your engagement or as an interviewer.

Email

Email

Do

  • Ensure that Forrester analysts are always identified as a guest or featured speaker.
  • Ensure that the Forrester logo is smaller and less prominent than your own logo to avoid the appearance of a co-branded or co-hosted engagement.
  • Include proper sourcing/attribution if published Forrester research is being cited.
  • Reference the analyst or consultant by name as a guest speaker in your email subject lines.
Email

Do Not

  • Identify a Forrester analyst or consultant as a host or co-host of your engagement or as an interviewer.
  • Make a Forrester analyst the host or primary interviewer of your engagement.
  • Use Forrester’s name or trademarks in email subject lines and signatures.
  • Use Forrester’s logo in email signatures.
  • Use the Forrester logo in line with your own logo.

Press Release

Press Release

Do

  • Ensure that Forrester analysts are always identified as a guest or featured speaker.
  • Include proper sourcing/attribution if published Forrester research is being cited.
  • Reference the analyst or consultant by name as a guest speaker in your headline or subhead.
Press Release

Do Not

  • Identify a Forrester analyst or consultant as a host or co-host of your engagement or as an interviewer.
  • Use Forrester’s name or trademarks in press release headlines and subheads.
  • Use Forrester’s logo.

Advertising & Video

Advertising

Do

  • Ensure that Forrester analysts are always identified as a guest or featured speaker.
  • Ensure that the Forrester logo, if used, includes “Featuring” above or next to it.
  • Ensure that the Forrester logo is smaller and less prominent than your own logo to avoid the appearance of a co-branded or co-hosted engagement.
Advertising

Do Not

  • Identify a Forrester analyst or consultant as a host or co-host of your engagement or as an interviewer.
  • Use the Forrester logo in line with your own logo.
Video/animation

Do

  • Ensure that Forrester analysts are always identified as a guest or featured speaker.
  • Ensure that the Forrester logo, if used, includes “Featuring” above or next to it.
  • Ensure that the Forrester logo is smaller and less prominent than your own logo to avoid the appearance of a co-branded or co-hosted engagement.
  • Use approved clips from your replay to promote the full recording.
  • Ensure that your virtual background, if using for an engagement with a Forrester analyst, has been reviewed and approved.
Video/animation

Do Not

  • Make a Forrester analyst or consultant the host or interviewer of your engagement.
  • Have analysts record separate promos for your engagement.
  • Use the Forrester logo in line with your own logo.