The Dos And Don’ts Of Forrester Custom Research

The following guidelines apply to commissioned Thought Leadership Papers, Opportunity Snapshots, Total Economic Impact Studies, and other custom data studies intended for external usage. Please submit all promotional materials to citations@forrester.com for review/approval.

Do

Submit all study-related materials to Citations (citations@forrester.com) for review and include copy, images, branding, and the context. It is helpful if you can include a copy of the study itself, as well.

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

  • Quote the study verbatim.
  • Include the full study title and date at least once.
  • Use Forrester’s logo and/or an image of the study cover page with the citations.
  • Ensure the Forrester logo is always smaller and less prominent than your own company or product logo.
  • Be transparent and include “a commissioned study conducted by Forrester Consulting on behalf of [company name]” as part of the sourcing in your materials.
  • Use quotes and data points that are final but were not included in the final, published study.
  • Seek approval for translated materials.
Overall

Do Not

  • Co-brand the materials or use a Forrester logo that is larger or placed more prominently than your own logo.
  • Reference the study as an “analyst report” or “white paper” or similar in local language.
  • Attribute the study or any quotes from it to a Forrester analyst or consultant.
  • Cite other companies’ commissioned studies without seeking their and our approval.
  • Cite the study in materials that make negative or comparative references to other companies, products, or brands.

Website

Website

Do

  • Include the full study title and date at least once.
  • Ensure the Forrester logo is no larger than the largest font on the page, if using.
  • Post the final, unaltered study on your site and on third-party sites.
  • Be transparent and include “a commissioned study conducted by Forrester Consulting on behalf of [company name]” as part of the sourcing.
Website

Do Not

  •  Reference the study as an “analyst report” or “white paper.”
  • Attribute the study or any quotes from it to a Forrester analyst or consultant.

Social & Blog

Social

Do

  • Create your own branded images citing the results for social posts on platforms like LinkedIn and Twitter.
  • Ensure that any use of the Forrester logo is always smaller and less prominent than your own company or product logo.
  • Encourage employees and provide guidance on posting only approved copy and images on their own personal feeds.
  • Be transparent and include “a commissioned study conducted by Forrester Consulting on behalf of [company name]” as part of the sourcing.
  • Where the full sourcing will not fit, include a link to materials that include the full source.
  • Tag Forrester’s own social profiles.
Social

Do Not

  • Co-brand the post or use the Forrester logo without your own.
  • Reference the study as an “analyst report” or “white paper.”
  • Attribute the study or any quotes from it to a Forrester analyst or consultant.
  • Tag an analyst or consultant unless as a guest speaker for a speaking engagement around the study.
Blog

Do

  • Include the full study title and date at least once.
  • Use Forrester’s logo and/or an image of the report cover page with the citations.
  • Ensure the Forrester logo is always smaller and less prominent than your own company or product logo.
  • Be transparent and include “a commissioned study conducted by Forrester Consulting on behalf of [company name]” as part of the sourcing.
Blog

Do Not

  • Reference the study as an “analyst report” or “white paper.”
  • Attribute the study or any quotes from it to a Forrester analyst or consultant.

Email

Email

Do

  • Include the full study title and date at least once.
  • Use Forrester’s logo and/or an image of the study cover page with the citations.
  • Ensure the Forrester logo is always smaller and less prominent than your own company or product logo.
  • Attach the final, unaltered study to your emails.
  • Be transparent and include “a commissioned study conducted by Forrester Consulting on behalf of [company name]” as part of the sourcing
Email

Do Not

  • Reference Forrester by name in email subject lines.
  • Reference Forrester by name in email signatures.
  • Co-brand the email.
  • Reference the study as an “analyst report” or “white paper.”
  • Attribute the study or any quotes from it to a Forrester analyst or consultant.

Press Releases and Press Requests

Press Releases

Do

  • Include the full study title and date at least once.
  • Be transparent and include “a commissioned study conducted by Forrester Consulting on behalf of [company name]” as part of the sourcing.
Press Releases

Do Not

  • Reference Forrester in your company boilerplate.
  • Use any Forrester images or branding.
  • Reference Forrester by name in the headline or subhead.
  • Reference the study as an “analyst report” or “white paper.”
  • Attribute the study or any quotes from it to a Forrester analyst or consultant.
Press Requests

Do

  • Refer reporters and journalists to Forrester’s PR team (press@forrester.com) to set up interviews with our analysts and consultants.
  • Cite the study in your sponsored media articles and advertorials.
Press Requests

Do Not

  • List Forrester as a press reference in your materials.
  • Take part in independent media interviews with Forrester.
  • Request an interview with a Forrester analyst or consultant for which the content will be used for a sponsored article or other sponsored materials.

Advertising & Video

Advertising

Do

  • Include the full study title and date at least once.
  • Use Forrester’s logo and/or an image of the report cover page with the citations.
  • Ensure the Forrester logo is always smaller and less prominent than your own company or product logo.
  • Be transparent and include “a commissioned study conducted by Forrester Consulting on behalf of [company name]” as part of the sourcing.
Advertising

Do Not

  • Use a Forrester logo that is larger or placed more prominently than your own logo.
  • Reference the study as an “analyst report” or “white paper.”
  • Attribute the study or any quotes from it to a Forrester analyst or consultant.
Video/animation

Do

  • Include the full study title and date at least once.
  • Use Forrester’s logo and/or an image of the study cover page with the citations.
  • Ensure the Forrester logo is always smaller and less prominent than your own company or product logo.
  • Be transparent and include “a commissioned study conducted by Forrester Consulting on behalf of [company name]” as part of the sourcing.
Video/animation

Do Not

  • Use a Forrester logo that is larger or placed more prominently than your own logo.

Presentation

Presentation

Do

  • Include the full study title and date at least once.
  • Be transparent and include “a commissioned study conducted by Forrester Consulting on behalf of [company name]” as part of the sourcing.
Presentation

Do Not

  • Reference the study as an “analyst report” or “white paper.”
  • Attribute the study or any quotes from it to a Forrester analyst or consultant.
  • Present on Forrester’s slide template.