Citation Policy

Integrity, objectivity, and strict adherence to rigorous research methodologies are core values at Forrester Research, Inc. ("Forrester"). All research created by Forrester, both syndicated and custom (collectively "Research"), is intended to be used by our clients. From time to time, clients and third parties seek to cite the Research outside of this context. The following guidelines set forth the rules for this type of use.

All use of Forrester Research is subject to our review and approval (except for the press and clients in limited form).

How To Seek Forrester's Approval

• Contact Forrester’s Citations department at +1 617.613.5730 or +1 866.367.7378 or send an email to citations@forrester.com.
• Provide the Citations department with the full citation and context for your request.
• Please include a draft copy of any press releases and other marketing materials such as newsletters, email campaigns, direct mail, etc.
• We will reply by email within two business days.

I. Citation Policy: Regulations

• All syndicated Forrester Research produced by Forrester, including Forrester weblog content accessed through the Forrester.com web site, is proprietary to Forrester and subject to copyright and other intellectual property protections.
• All external or commercial citation of Forrester Research, including Custom Research, is prohibited without our express written permission.
• All citations must be presented in accordance with Forrester's core objectivity value and Integrity Policy.
• All citations must be limited in scope. Full reproduction of the Forrester Research is prohibited.
• All citations must come directly from the written Forrester Research, Forrester-approved Data Cuts, or Forrester Teleconferences.
• Forrester analysts cannot provide verbal or direct quotes for client materials.
• All Forrester Research must be cited verbatim.
• Graphs or Data can be briefly summarized when no corresponding text is available, within the appropriate context and reflecting the spirit of the intended Research.
• Email subject lines, press release headers, and/or subheaders may not contain the name "Forrester Research" or "Forrester" — "Independent Research Firm" may be used. The analyst name is not permitted to be used in email subject lines, press release headers, and/or subheaders — excluding speaking engagements such as webinars.
• Citations that negatively portray another company and/or its products or compares one company and/or its products with another may not be used. In addition, Forrester Research may not be cited in any material that negatively portrays another company and/or its products or compares one company and/or its products with another.
• Graphical research analysis, such as Consumer Technographics®, ForecastView, and ForrSights for Business Technology, may be cited upon Forrester's approval. Please reference Section II, Forrester Wave™ for any guidance on citations for graphs specific to the Forrester Wave™.
• All citations of Forrester Research must be attributed in the following manner: Title, Forrester Research, Inc., Date.
• All citations of Forrester Research must have been published within the past 18 months, unless updated Research is available. All citations of Forrester Research must be obtained through legal means.
• After purchasing reprint rights, clients may promote Forrester reprints provided that the marketing materials are approved by the Citations department and it is clear that the report is an Independent Research Report.
• Report reprints should be referenced as "complimentary" and without monetary association.
• Use of the Forrester Research logo must be smaller than any vendor/company logo and less prominently displayed.
• Forrester Research may not be referenced or appear in any client boilerplates, nor can Forrester's boilerplate be used in client materials (excepting joint marketing). Forrester and its Research may not appear in client email signatures.

Guidelines Based On Content:

II. Forrester Wave™ Research

• All citations of Forrester Wave™ Research are subject to Forrester's Citation Policy, including the Regulations set forth in Section I above.
• Companies may only claim to be a Leader/Strong Performer when citing their overall Forrester Wave™ results.
• Companies may draw attention to the detailed results in the underlying spreadsheet, including subcategories.
• Companies may only compare their Scores with the High and Low scores of the category. Direct comparisons with other vendors or products are not allowed.
• All citations must be based on Forrester's weightings. Clients may not publicly cite or display custom scores from the Forrester Wave™ scorecards.
• Clients may display Forrester Wave™ graphics on their websites, but the display must be accompanied by a full authorized reprint of the report, brief, or scorecard containing the Forrester Wave™ graphic.
• Clients may use the Forrester Wave™ graphic in slide presentations, so long as the Forrester Wave™ graphic is shown in its entirety, with the original title and date of publication. The following disclaimer must be legible on the slide:

The Forrester Wave™ is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave™ are trademarks of Forrester Research, Inc. The Forrester Wave™ is a graphical representation of Forrester's call on a market and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave. Information is based on best available resources. Opinions reflect judgment at the time and are subject to change.

• Client press release titles and headers and/or subheaders may not include the words "Forrester" or "Forrester Research." Clients may only use "Independent Research Firm" in place of Forrester's name.

For example:

• (Company Name) Cited As A Strong Performer/Leader By Independent Research Firm

OR

• Independent Research Firm Cites (Company Name) As A Strong Performer/Leader In (Report Name).

III. Custom Research

• All citations of Forrester Consulting, Forrester Data, or Forrester Custom Consumer Research surveys and/or findings within Research customized for the client are subject to this Citation Policy, including the Regulations set forth in Section I above and other contractual limitations.
• All citations must come directly from the Custom Research itself. Forrester analysts, advisors, and consultants cannot provide verbal or direct quotes for client materials.
• All citations of Custom Research must be attributed either to Forrester Consulting, Forrester Data, or Forrester Custom Consumer Research, depending on the nature of the study and the findings must have the following attribution:

The following is a commissioned study conducted by Forrester (Consulting, Data, or Custom Consumer Research) on behalf of (Client Name).

• Email subject lines, press release headers, and/or subheaders may not contain the name "Forrester Consulting," "Forrester Data," "Forrester Custom Consumer Research," or "Forrester" — "Independent Research Firm" may be used.

IV: Social Media Content

Third parties may cite non-comparative social media content by Forrester analysts as long as the integrity of the posted content is maintained and is linked directly to the original source. All citations must come from content written within the past 18 months.

• For proposed citations of our published Research within the client's social media, please refer to Sections I Citation Policy Regulations and Section II, above

How to cite Forrester Research social media content:

• Each citation must clearly define the social channel (e.g., blog, micromedia, social networks, etc.).
• Each citation must state the date of the Forrester analyst post.
• Each citation should include the author (analyst) of the citation.
• Each citation must include the Forrester reference verbatim and link to the source/post in its entirety.
• Each blog citation should include the title of the original Forrester blog post.

Guidelines Based On Usage:

V. Advertisements

• All citations must comply with Section I, Citation Policy Regulations.
• Advertisements shall not appear to be co-sponsored by Forrester. Services or products advertised shall not appear to be endorsed by Forrester.
• All requests must include the location and placement of the Advertisement during the review process.

VI. Press Releases

• All citations must comply with Section I, Citation Policy Regulations.
• Forrester Research may not be referenced or appear in any boilerplates.
• Please reference Section II, Forrester Wave for any guidance on citations for press releases specific to the Forrester Wave.
• The Forrester logo may not be used in client press releases.

VII. Video/Multimedia

• All citations must comply with Section I, Citation Policy Regulations.
• Forrester Consulting Video/Multimedia must comply with Section III, Custom Research.
• Citations of videos and webinars that mention specific companies and/or products may not be used; this includes use of company logos.
• Verbal quotes from the video may not be cited or repurposed.

VIII. Webinar/Speaking Engagements

• All citations must comply with Section I, Citation Policy Regulations.
• Clients may use Forrester's logo to promote webinars, provided that the logo is smaller and less prominently displayed than the company hosting the webinar.
• Forrester's presentation and webinar slides must be on Forrester's template.
• Citations of videos and webinars that mention specific companies and/or products may not be used.
• It must be clear that Forrester is a guest/featured speaker/presenter and the event is not being co-hosted or co-marketed in any way.

Uses That Do Not Require Forrester's Approval

• Clients may include a copy or slide of each scorecard, product comparison, spreadsheet, graphic, table, or portion of text less than a paragraph from the Research in internal presentations only, provided that all such citations adhere to the guidelines for Citation of Forrester's syndicated Research.
• Members of the press may use portions of our Research without our approval. Please visit the Press Resources page for more information.

Uses That Do Require Forrester's Approval

• All external or commercial citation of Research and Custom Research, including without limitation:
• Uses of the Research in advertisements, press releases, and sales collateral in all types of media.
• Uses of the Research in SEC filings or other legal documents.
• Links to any websites maintained by Forrester and/or its subsidiaries.
• All full reproductions and/or distributions of the Forrester Research. Forrester generally prohibits such use unless reprints are purchased from Forrester or the client has received Forrester's express written permission.
• Citation of Forrester's Research is a client privilege. All non-client requests are reviewed on a case-by-case basis by Forrester.
• In general, if you are uncertain about a particular use, please seek our approval.
• All promotion, distribution and reuse of Forrester content, including any use of Forrester's logo, trademarks or service marks, through any third party in all types of media.

Changes

• Forrester reserves the right to change these guidelines at any time, without notice.
• These guidelines are for general informational purposes only and Forrester reserves any and all rights to the Forrester Research including but not limited to the right to deny any and all uses of the Forrester Research.