Balsam Hill: Turning customer moments into strategic momentum

Balsam Hill: Turning customer moments into strategic momentum

Mary Anne FitzGerald - market research and customer insights leader
quote start

“I never call Rival a vendor. They’re a partner in every sense: strategic, innovative, and just plain fun to work with. This platform lets us meet customers where they are and bring their voices into every corner of the business.”

Mary Anne FitzGerald

Consumer Insights Director, Balsam Brands
quote end

66%+

response rate from community members, 15x higher than the brand’s traditional email surveys

Return reasons identified

and addressed through new product content and setup transparency informed by insights

100%

of Spring catalog feedback leveraged to guide upcoming Creative, Marketing Digital, and Merchandising strategies

Background

Balsam Hill is known for crafting the world’s most realistic artificial/reusable Christmas trees, used by Hollywood set designers, luxury hotels, and families across the globe. With over 90% of its revenue tied to Holiday tree sales, customer experience pre and post purchase is everything. Balsam leans into its small but mighty Consumer Insights team to shine a spotlight on consumer and customer needs in the Holiday decorating space to develop actionable insights. 

About Balsam Brands

The Challenge

When Balsam Brands hired its first-ever consumer insights director, the mandate was clear: build a research program from the ground up and make it matter. But legacy research methods were slow, siloed, and not well-suited for the brand’s more fast-paced needs in an emotion-driven category.

To generate both cross-functional engagement and application of research, the insights had to be actionable, accessible, and immediate. 

The Solution

Partnering with Rival Technologies, Balsam Brands launched a mobile-first, chat-like research program for the Balsam Hill brand centered around a bold project: the “Tree Journey.” This multi-part study explored the full post-purchase customer experience: from delivery and setup to celebration and storage. Using the Rival platform’s mix of quant, qual, and video, plus access to tools like AI Summarizer and AI Video Reels, the team delivered insights in real time, engaging cross-functional teams at every stage.

As the program expanded, Balsam Brands added a custom research community (BH Insiders), recruited from highly engaged Tree Journey participants and targeted customer Brand lists, to run foundational research such as catalog testing and style profiling. Each activity fed back into key decisions across Creative, Marketing, Merchandising, and Customer Support.

Rival Technologies - Balsam Hills - conversational research and insight community case study

Reasons Balsam chose Rival

Technology-forward: Cutting edge tech innovation.

Solid research foundation: Built on a legacy of significant research chops.

Agile and adaptable approach: Quick, flexible, and iterative research.

Exciting product roadmap: Rival is continually upgrading and evolving the product offering from services to features to make the platform better.

Significant ROI: 5 months into launch, the BH Insiders Community has paid for itself with the actionable insights and support of a customer-first approach to all the Balsam team does. 

Engaging and fun partnership: The Balsam Customer Insights Team enjoys working WITH Rival and considers it an extension of their team.

Results

The Tree Journey didn’t just surface insights, it sparked a cultural shift. Marketing, Creative, and Customer Support teams began referencing the study in seasonal briefs and decision-making. A single video quote from a customer, “It’s not a product, it’s an experience,” became the center piece of a campaign.

More recently, a “fluffed vs. out-of-the-box” tree content test, which included capturing video to help understand the nuances of the setup expectations, prompted a major rethinking to help set the customer up for success both pre-and post-purchase. Learning that many customers (and even internal team members) were unaware of the time and effort required to fluff/shape a Balsam Hill tree, the study and application of insights will aid in reducing confusion and tree returns with greater transparency in communication. They are now addressing tree returns — which had been increasing year over year — head on.

The BH Insiders Community also helped test seasonal catalogs (for the first time), refine how trees and décor are described, labeled, and displayed, and inform new style guides for Customer Support programs and Merchandising. Internal teams are adapting based on findings: from Merchandising hesitations around transparency to Customer Support piloting a design consultation service with insight-led questions.

What started as one study is now a movement. Balsam Brands has executed dozens of activities through its BH Insiders Community, with plans to expand to B2B and international audiences.

Bring some joy and cheer to your customer insights

Looking to understand nuances in customer behaviors and deliver fresh insights to your team? Connect with Rival to see if we're a good fit.