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Tourist Engagement: Conceptualization, Scale Development and Empirical Validation By Shuyue Huang A Thesis Presented to The faculty of Graduate Studies of the University of Guelph In partial fulfillment of requirements for the degree of Doctor of Philosophy in Management Guelph, Ontario, Canada Shuyue Huang, September 2017

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Tourist Engagement:

Conceptualization, Scale Development and Empirical Validation

By Shuyue Huang

A Thesis

Presented to

The faculty of Graduate Studies

of the University of Guelph

In partial fulfillment of requirements

for the degree of

Doctor of Philosophy

in Management

Guelph, Ontario, Canada

Shuyue Huang, September 2017

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ABSTRACT

TOURIST ENGAGEMENT: CONCEPTUALIZATION, SCALE DEVELOPMENT AND

EMPIRICAL VALIDATION

Shuyue Huang Advisor:

University of Guelph, 2017 Professor Hwan-Suk Chris Choi

This thesis continues the recent discussion on the conceptualization, scale development and empirical

studies of engagement for a better understanding of customer experience, especially in the context of

tourism. This study aims to answer a variety of questions raised by the engagement studies in consumer

behavior, including the lack of (1) systematic scholarly inquiry on engagement definition and scope, (2)

consensus regarding its dimensionality, and (3) understanding of engagement’s effect on assessing,

predicting and enhancing customer loyalty, as well as its interaction with various existing loyalty

antecedents.

This study conceptualizes tourist engagement (TE) as a psychological state that occurs by virtue of

interactive, co-creative tourist experiences with a focal agent/object (people/attraction/

activities/encounters) in focal travel experience relationships. By using the three steps of item generation,

scale purification, and scale validation, this study develops a four-dimensional, second-order, 16-item

measurement model of TE scale, including social interaction, interaction with employees, relatedness, and

activity related tourist engagement (with two sub-dimensions, immersed involvement and novelty-

seeking). This scale demonstrates sufficient psychometric properties on uni-dimensionality, reliability,

and validity; the predictive validity test presents a significant effect of TE on behavioral intention,

explaining for 35.4% its variance. Moreover, this study delineates and empirically validates TE’s role in

capturing the quality of tourist experience, focusing on its relationship with perceived service quality,

perceived value, satisfaction, and behavioral intention. Despite the insignificant direct effect between TE

and behavioral intention in an integrated model, TE does exert the largest total effect on behavioral

intention compared to the other three predictors. Also, results show that by improving the engaging

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experience, tourist perception on service quality, value, and overall satisfaction can be significantly

enhanced. Meanwhile, a variety of data collection methods (in-depth interviews, focus groups, Amazon

Mechanical Turk survey, and online panel) and analytical techniques (exploratory factor analysis,

confirmatory factor analysis, structural equation modeling, and MANOVA) were used. This study

presents the first endeavor to develop a marketing tool of engagement to measure the quality of travel

experience. It contributes to research on engagement studies, tourist experience and destination service

management.

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ACKNOWLEDGEMENT

First and foremost, I would like to thank my supervisor, Dr. Hwan-Suk Chris Choi, for your

tremendous support, ongoing encouragement, and expert advice for pushing me to think outside

of the box and guiding me through my four-year Ph.D. journey. I am very grateful for the time,

and effort, you spent to improve my research. I am fortunate to have you as my mentor and role

model. Without it, I would certainly not be who I am today and could not accomplish my goal of

preparing myself as a prospective educator and researcher.

I would like to express my gratitude to my committee members, Drs. Stephen Smith, Marion

Joppe, and Sunghwan Yi for great suggestions and comments throughout our committee

meetings. I am honored to learn from you. I would like to extend gratefulness to my external

examiners: Drs. Vinay Kanetkar and Hyeyoon (Rebecca) Choi. I appreciate your time in reading

my thesis and providing feedbacks, especially Dr. Hyeyoon (Rebecca) Choi who flew in from

the Ohio University to Guelph. Many thanks to Dr. Statia Elliot for chairing my thesis defense.

Special thanks to Dr. Erna van Duren for giving me opportunities to master a variety of teaching

methods and techniques in the Strategic Management course. I had a very rewarding experience

working with Dr. van Duren. I appreciate you supporting my job application and my personal

improvement. I would also like to thank Dr. WooMi Jo for your guidance and kindness during

my studies. I am thankful for the support from the faculty and staff members in the College of

Business and Economics, namely May Aung, Joe Barth, Diane Dobbins, Joan Flaherty, Jamie

Gruman, Towhidul Islam, Kalinga Jagoda, Elizabeth Kurucz, Bruce McAdams, Chris McKenna,

Brent McKenzie, Miana Plesca and Trent Tucker. Thank you all for creating an inclusive study

environment. I would like to express my appreciation to the administrative staff of the School of

Hospitality, Food and Tourism Management and Department of Marketing and Consumer

Studies, namely Rita Raso, Cori Wells, Domenica Alderton, Barb Piccoli, Brigid Flucker, Kandis

Dyack, Lisa Fodor, and Kim Mitz.

I would like to thank the participants who took part in my in-depth interviews, focus groups and

online surveys. I appreciate your trust and honesty for detailing your perceptions and feelings of

your travel experiences, enabling me to explore tourist engagement in my study. Many thanks for

Dr. Dongkoo Yun from the Centre for Tourism Research in Prince Edward Island, your

generosity in assisting to collect data through the online panel made my study much different.

I would like to extend my sincere thanks to my cohorts and the graduate students in HFTM,

namely Mychal-Ann Hayhoe, Ruben Burga, Joshua LeBlanc, Sina Bahramirad, Ye (Sandy) Shen

Jingen (Lena) Liang and Quan Wan. Thank you all for your support over the last four years. I

have had a wonderful experience with you.

Finally, great appreciation to my parents, my sisters, brother and my lovely friends (Miya, Ting,

Zhen, Hui and Oliver). I could not have completed this Ph.D. without the love and understanding

from all of you. You all have made this achievement possible for me.

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TABLE OF CONTENTS

ACKNOWLEDGEMENT ........................................................................................................... iv

TABLE OF CONTENTS ............................................................................................................. v

LIST OF TABLES ..................................................................................................................... viii

LIST OF FIGURES ..................................................................................................................... ix

Chapter 1 Introduction................................................................................................................. 1

1.1 Research Background ......................................................................................................................... 1

1.2 Research Rationale .............................................................................................................................. 2

1.3 Research Questions ............................................................................................................................. 5

1.4 Research Setting .................................................................................................................................. 6

1.5 Organization of Dissertation ............................................................................................................... 8

Chapter 2 Conceptualization of Tourist Engagement (TE) ...................................................... 9

2.1 Introduction ......................................................................................................................................... 9

2.2 Literature Review .............................................................................................................................. 11

2.2.1 Engagement in Other Social Science ......................................................................................... 11

2.2.2 Customer Engagement ............................................................................................................... 17

2.3 Conceptualization of Tourist Engagement ........................................................................................ 23

2.3.1 Defining Tourist Engagement .................................................................................................... 23

2.3.2 Theoretical Foundations- Service-Dominant Logic (S-DL) ...................................................... 25

2.3.3 Key Concepts to Understand Tourist Engagement .................................................................... 27

2.4 Differentiating Tourist Engagement from Customer Participation and Involvement ....................... 30

2.4.1 The Differences between Customer Participation and Tourist Engagement ............................. 31

2.4.2 The Difference between Customer Involvement and Tourist Engagement ............................... 33

2.5 Conclusion ........................................................................................................................................ 36

Chapter 3 Scale Development of Tourist Engagement ............................................................ 39

3.1 Introduction ....................................................................................................................................... 39

3.2 Tourist Engagement Dimensions ...................................................................................................... 41

3.3 Scale Development Procedures ......................................................................................................... 42

3.4 Sub-Study 1: Item Generation........................................................................................................... 46

3.4.1 Measurement Items Generated from the Literature ................................................................... 46

3.4.2 Measurement Items Generated from the Qualitative Study ....................................................... 50

3.4.3 Synthesizing Items Generated from Both Sources ..................................................................... 57

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3.5 Sub-Study 2: Scale Purification ........................................................................................................ 61

3.5.1 Survey Design ............................................................................................................................ 61

3.5.2 Data Collection .......................................................................................................................... 62

3.5.3 Data Analysis ............................................................................................................................. 63

3.5.4 Study Results ............................................................................................................................. 64

3.6 Sub-Study 3: Scale Validation .......................................................................................................... 72

3.6.1 Survey Design and Data Collection ........................................................................................... 72

3.6.2 Data Analysis ............................................................................................................................. 75

3.6.3 Testing Possible Models and the Hierarchy of Tourist Engagement Scale ............................... 80

3.6.4 Convergent and Discriminant Validity ...................................................................................... 88

3.6.5 Predictive Validity ..................................................................................................................... 92

3.6.6 Comparing the Means of Tourist Engagement Dimensions across Sub-groups ........................ 92

Chapter 4 Empirical validation of Tourist Engagement ......................................................... 96

4.1 Introduction ....................................................................................................................................... 96

4.2 Conceptual Foundations and Hypotheses Development ................................................................... 98

4.2.1 Perceived service quality, perceived value, satisfaction and Behavioral intention .................... 99

4.2.2 The Relationships between Tourist Engagement and Other Constructs .................................. 102

4.3 Methodology ................................................................................................................................... 106

4.3.1 Survey Design .......................................................................................................................... 106

4.3.2 Data Collection ........................................................................................................................ 109

4.3.3 Data Analysis ........................................................................................................................... 109

4.4 Results ............................................................................................................................................. 110

4.4.1 Results of the Measurement Model.......................................................................................... 110

4.4.2 Results of the Structural Model ............................................................................................... 113

Chapter 5 Conclusion ............................................................................................................... 117

5.1 Summary ......................................................................................................................................... 117

5.2 Discussion ....................................................................................................................................... 119

5.3 Theoretical Contribution ................................................................................................................. 122

5.4 Managerial Implication ................................................................................................................... 124

5.5 Limitation and Future Studies ......................................................................................................... 125

Bibliography .............................................................................................................................. 128

Appendices ................................................................................................................................. 163

Appendix 1. The details of items from relevant literature. ................................................................... 164

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Appendix 2. Recruitment letter. ............................................................................................................ 169

Appendix 3. Interview and focus group questions. ............................................................................... 170

Appendix 4. The expert survey. ............................................................................................................ 171

Appendix 5. The skewness and kurtosis of the TE items and behavioral intention items. ................... 172

Appendix 6 The skewness and kurtosis of the all the survey items. ..................................................... 173

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LIST OF TABLES

Table 2-1. The definitions of engagement in other social sciences. ........................................................... 16

Table 2-2. The definitions and focuses of engagement in marketing literature. ......................................... 18

Table 2-3 The comparison of TE, customer participant and involvement. ................................................. 31

Table 3- 1. Scale development process and analysis methods. ................................................................... 43

Table 3-2. The summary of Chinese respondents. ...................................................................................... 53

Table 3-3. The summary of the North American respondents. ................................................................... 54

Table 3-4. Items used for scale purification. ............................................................................................... 59

Table 3-5. The EFA results of TE scale (N=264). ...................................................................................... 67

Table 3-6. The socio-demographic information of the respondents (N=329)............................................. 74

Table 3-7. The cruise experience of the respondents (N=329). .................................................................. 74

Table 3-8. Descriptive statistics for all measurement items (before CFA) (N=329). ................................. 76

Table 3-9. Descriptive statistics for the remained 16 TE measurement items (after CFA) (N=329). ....... 79

Table 3-10. Goodness-of-fit Indices for three measurement models of TE. ............................................... 86

Table 3-11. The convergent validity of TE scale. ....................................................................................... 90

Table 3-12. The discriminant validity of the four factors of TE. ................................................................ 91

Table 3-13. The final measurement items of TE scale. ............................................................................... 91

Table 3-14. Means of dimensions by socio-demographic characteristics and cruise experience: Results of

one-way MANOVA. ................................................................................................................................... 94

Table 4-1. The measurement items of PSQ, PV, SAT, and BI. ................................................................ 108

Table 4-2. The convergent validity of TE, PSQ, PV, SAT, and BI. ......................................................... 112

Table 4-3. The discriminant validity between TE, PSQ, PV, SAT, and BI. ............................................. 113

Table 4-4. Results on the hypothesized relationships between TE, PSQ, PV, SAT, and BI. ................... 114

Table 4-5. The total effects, direct effects and indirect effects in the hypothesized model. ..................... 115

Table 5-1. Item deletion and adding in the scale development process. ................................................... 120

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LIST OF FIGURES

Figure 3-1. The summary of items from relevant literature. ....................................................................... 49

Figure 3-2. The summary of items from the qualitative study. ................................................................... 56

Figure 3-3. The scree plot of EFA. ............................................................................................................. 66

Figure 3-4. Some possible models of TE scale. .......................................................................................... 83

Figure 4-1. The hypothesized relationship between TE, PSQ, PV, SAT and BI. ....................................... 99

Figure 4-2. The tested relationships between TE, PSQ, PV, SAT, and BI ............................................... 114

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Chapter 1 Introduction

1.1 Research Background

The construct engagement has a foundational element which can be applied to multiple

fields (Flynn, 2012). It has been broadly used in various disciplines since the 1990s (Kahn, 1990).

As a context-dependent construct, engagement takes on various meanings such as consumer

engagement (Brodie, Ilic, Juric, & Hollebeek, 2013; Vivek, 2009) or customer engagement

(Bolton, 2011; Bowden, 2009a, b; Gummerus, Liljander, Weman, & Pihlström, 2012) in

marketing; employee engagement (Kahn, 1990, 1992; Rothbard, 2001; Saks, 2006; Schaufeli,

Salanova, Gonzalez-Roma, & Bakker, 2002) in organizational behavior; student engagement in

educational science (Gunuc & Kuzu, 2015; Hu, 2010; Kuh, 2001, 2003); civic engagement (Delli

Carpini, 2000; Jennings & Stoker, 2004) in sociology; social engagement (Achterberg et al.,

2003; Huo, Binning, & Molina, 2010; Sabbath, Lubben, Goldberg, Zins, & Berkman, 2015) and

task engagement (Bohlmann & Downer, 2016; Matthews et al., 2010) in psychology.

In the last decade, the term “engagement” has become popular and is widely used by

marketing practitioners for a better understanding of customer experience. The difference

between customer experience and engagement is, the former represents as the sum of all

interactions a customer has with a company (Lemon & Verhoef, 2016), while the latter

highlights the interactive, value co-creative process between them (Brodie, Hollebeek, Juric, &

Ilic, 2011; Vargo & Lusch, 2004). Initially used by consulting companies, such as Gallup to

build the emotional connection with customers, the concept of customer engagement (CE) has

triggered profound debates among marketing researchers. Various practitioners and scholars

interpret this term based on their knowledge and experience, although with a lack of clear

boundaries for its definition and scope. Despite these debates on its conceptualization and

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measurement scale, there is consensus that customer engagement is positively related to

organizational performance, like increase in sales and profits, superior competitive advantage,

customer retention, loyalty, and purchase decisions (Bowden, 2009b; Kumar et al., 2010;

Hollebeek, 2011a, b; Romero & Okazaki, 2015; Patterson, Yu, & de Ruyter, 2006).

Due to the effectiveness of engagement in improving the customer experience and creating

long-term customer value, it is reasonable and beneficial to apply it in the context of tourism

(Chathoth et al., 2014; So, King, & Sparks, 2014; So, King, Sparks, & Wang, 2016; Wei, Miao,

& Huang, 2013), where the engagement construct has not yet been fully discussed. Some

researchers have recently attempted to investigate engagement in tourism, while mainly focus on

consumer engaging behaviors through online platforms in hotel and airline industry (Chathoth et

al., 2014; So et al., 2014; So et al., 2016; Wei et al., 2013). Note that the discussion on how

tourists behave, feel and experience when they are engaged at tourism destination is lacking. The

contextually different nature of engagement requires a newly developed "tourist engagement"

(TE) instead of merely borrowing the current meaning of CE. This is because different from

other types of consumption, what happens in tourism destinations is unpredictable but greatly

affects the tourist engaging experience. A travel experience cannot be fully pre-arranged, and

tourists encounter various unpredictable people and situations on-site (Ryan, 1997), which

contribute to their ultimate overall travel experience. Therefore, tourists’ on-site engagement

needs to be cautiously investigated. The present study explores the engagement concept in

tourism through a systematic research and sheds light on the social and physical interaction and

emotional connection between tourists and destinations/service providers.

1.2 Research Rationale

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Although CE has been widely used in industrial practices (e.g., Appelbaum, 2001; Bowden,

2009a; Gummerus et al., 2012; Sawhney, Verona, & Prandelli, 2005; Wei et al., 2013), its

academic research is still in its infancy and requires more studies regarding the construct

conceptualization and empirical measurement. The development of a new TE construct demands

a comprehensive conceptualization and measurement to distinguish it from other types of

engagement, as well as to differentiate it from some similar constructs (e.g., participation,

involvement). The following outlines the main issues raised in CE research, which are also

critical for the development of TE.

Current studies on CE lack systematic scholarly inquiry on its definition and scope (Brodie

et al., 2011). Only a few scholars (e.g., Brodie et al., 2011, Hollebeek, 2011b; Patterson et al.,

2006) attempt to conceptualize and provide a clear boundary of CE in marketing. Before it can

be applied to tourism, the meaning of engagement and its theoretical foundations need to be

explored. On the one hand, various sub-forms of engagement referring to different focuses are

simultaneously used in the marketing literature without precise meanings, like customer

engagement, consumer engagement, brand community engagement, brand engagement, customer

brand engagement, and online brand engagement. Arguments also exist concerning whether CE

should include transaction behaviors or not (Bijmolt et al., 2010; Kumar et al., 2010; Van Doorn

et al., 2010; Verhoef, Reinartz, & Krafft, 2010). On the other hand, the current engagement

studies are grounded in different theoretical perspectives, including the interactive and value co-

created experience from service-dominant logic (S-DL) (Vargo & Lusch, 2004) and the

psychological process from psychology (Bowden, 2009b). Researchers are still attempting to

enrich the conceptual discussion of the scope and the theoretical foundations of engagement,

aiming to defend its territory and differentiate it from existing constructs.

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Furthermore, the existing literature on the dimensionality of customer engagement is still

disputable (B. Little & P. Little, 2006), wherein both single and multi-dimensional approaches

are used. The former focuses mainly on a behavioral dimension (Van Doorn et al., 2011), while

the latter emphasizes the complexity of CE (e.g., Bowden, 2009b; Brodie et al., 2011; Mollen &

Wilson, 2010; Patterson et al., 2006). For instance, using a unidimensional perspective, Van

Doorn et al. (2010) defined CE as “a customer's behavioral manifestation” (p. 254) toward a

brand or firm. However, the majority focuses on the multi-dimensions of CE to include at least

two of cognition, behavior, and emotion. These dimensions are believed to be not exclusive but

to mutually interact with each other to create different levels of engagement. The present TE

study thus aims to provide a thorough discussion on the dimensionality of engagement and

validate it empirically.

Most of the extant studies on CE are qualitative and descriptive in nature (Vivek, 2009). The

lack of empirical studies can be explained by the absence of a validated measurement scale. Only

a few studies have endeavored to develop such a scale (e.g., Hollebeek, Glynn, & Brodie, 2014;

So et al., 2014; Vivek, 2009). Admittedly, the current qualitative approach to CE enables

researchers to explore research problems more flexibly by capturing in-depth information,

understanding complex meanings, and depicting a holistic picture of the phenomena (Creswell,

1998). However, empirical investigations using quantitative methods are also needed when the

model of engagement is built, and the relationships of engagement with other constructs are

proposed. Only by basing their findings on a validated measurement of variables, can researchers

identify the relationships between engagement and other constructs. Thus, the lack of a

measurement scale for engagement hinders its further application in marketing and needs further

investigating.

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Last but not least, even though CE has been acknowledged to positively relate to

organizational performance, the understanding of CE’s effect on assessing, predicting and

enhancing customer loyalty is lacking; meanwhile, its interaction with various extant loyalty

antecedents is not clear. Various constructs like perceived service quality, perceived value, and

satisfaction have been recognized as important determinants of customer loyalty (Chang, Wang,

& Yang, 2009; Chen, 2008; Cronin, Brady, & Hult, 2000; Yang & Peterson, 2004), but their

relationship with CE has rarely been empirically tested. Even though Brodie et al. (2011)

theoretically proposed some antecedents and consequences of CE to understand customer

iterative engaging processes, few empirical studies have validated CE’s role with these

constructs when predicting customer loyalty. Thus, this study considers the issues of

conceptualization, dimensionality, measurement, and empirical validation when applying

engagement in tourism.

1.3 Research Questions

This study aims to enhance the research of tourist experience and sheds light on the quality

of experience by introducing a new construct, “tourist engagement” (TE), wherein the tourist

experience is recognized as the “central productive activity” (Sternberg, 1997, p. 954) in tourism.

By adopting an experiential lens, TE focuses on the ongoing and value co-creative interactions a

tourist has with other objects in a destination. The measurement of TE provides an important

measurement tool to assess, predict and enhance the quality of the tourist experience. A full

understanding of TE includes its conceptualization, scale development, and empirical validation

of its relationship with other constructs. This thesis attempts to answer the comprehensive

question of “what is TE?”, followed by several sub-questions: (1) how does TE differ from other

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types of engagement? (2) What are the dimensions of TE? (3) How can TE be measured? (4)

What is the role of TE in an integrated model when working with other constructs (perceived

service quality, perceived value, and satisfaction) as predictors of behavioral intention?

This study contributes to service management scholars' and practitioners' understanding of

engagement in the context of tourism by: (1) conceptualizing the TE construct; (2) identifying

the underlying dimensions of this construct; (3) operationalizing a measure to assess engagement

in tourism; (4) empirically validating the measurement items; (5) developing a model of TE with

some extant antecedents of behavioral intention; (6) empirically testing this proposed; and (7)

exploring the theoretical contributions and managerial implications of the study findings.

A better understanding of TE is beneficial for both tourists and destination managers. By

facilitating the engagement process, tourists experience ongoing and meaningful interactions in

flow (Csikszentmihalyi, 1990), and are more likely to have a high-quality travel experience.

Moreover, the extraordinary travel experiences would spill over into individuals’ daily life,

resulting in an increase in their subjective well-being and happiness (Filep & Deery, 2010; Fritz

& Sonnentag, 2006; Yeh, 2013). For destination managers, an engaged tourist is more likely to

perceive high quality and value of the service and feel satisfied about the travel experience,

which in turns leads to recommendation and revisit intention in the future. These positive

behavioral outcomes create long-term customer value for a destination. To summarize, an

engaged tourist actively participates and becomes involved in tourism activities, and develops

positive word-of-mouth assessment about the destination’s service providers after the trip.

1.4 Research Setting

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After the conceptualization of TE, this study develops and validates the measurement scale

of TE in cruise tourism, which is among the fast-growing segments of the global tourism

industry (Dowling & Weeden, 2017). The global cruise travelers have experienced an annual

growth of 7% since the 1980s (FCCA, 2012), and reached to 24 million in 2016 (CLIA, 2017).

The reasons for using cruise tourists are twofold. Firstly, the cruise experience is among the

most complex experiences in tourism because of its duration (typically four to six days) and the

combination of multiple destinations and onboard experiences. It is significantly different from

other types of travel activities, which provides 90% all-inclusive products, various of amenities,

activities, and services on board, as well as pre-arranged multiple destinations (Teye & Paris,

2010). If our study could measure the complexity of engagement in cruise tourism, it would

mean the TE scale could be easily adapted to other settings (integrated resorts, theme parks, and

the like). Secondly, cruise tourists are in a complicated social environment and interact

intensively with different actors (employees, fellow tourists, companions, and local

communities). The extant research on cruise tourism has recognized the importance of

interaction on tourist experience, such as customer-to-customer interaction (Huang & Hsu, 2010).

However, a holistic understanding of how different interactions contribute to the value co-

creation in cruise tourists’ experience, and how these interactions influence the emotional

connection between the tourist and a cruise company has not yet been explored. The

investigation of tourist engaging experience in the present study shows an advanced

understanding of the interactions between tourists and other actors, which represent the core

component in tourist engagement, as it is through which tourists add value to their ultimate

cruising experience.

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1.5 Organization of Dissertation

The dissertation is structured into five chapters. Chapter 1 discusses the research background,

rationale, and questions. Chapter 2 conceptualizes TE through a thorough discussion on its

definition, theoretical foundations and its differences from some similar constructs. This

conceptualization was based on the review of relevant literature in engagement studies, including

engagement in other social studies, and in marketing studies, as well as the theoretical

perspective: S-LD (Vargo & Lush, 2004). Chapter 3 discusses the main components of TE and

presents its scale development process as is recommended by Churchill (1979) and Netemeyer,

Bearden, and Sharma (2003) through three steps: item generation, scale purification, and scale

validation. The item pool was a combination of items generated from the literature and the

qualitative phase of the research. Chapter 4 delineates and empirically tests TE’s relationship

with perceived service quality, perceived value, satisfaction, and behavioral intention. Finally,

Chapter 5 summarizes the theoretical contributions, managerial implications, limitations and

future studies.

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Chapter 2 Conceptualization of Tourist Engagement (TE)

2.1 Introduction

It is worth noting that the construct engagement shows variations in different

contexts (Malthouse & Calder, 2011), and research on customer engagement (CE)

represents one of its recent applications in the consumer behavior and marketing area.

Recent marketing practices and studies have suggested the positively relationship

between customer engagement and customer loyalty (Bowden, 2009b; Hollebeek, 2011a,

b; Kumar et al., 2010; Romero & Okazaki, 2015; Patterson et al., 2006), which

is a critical concept directly connected to a company’s growth, revenues and profits

(Hallowell, 1996; Innis & La Londe, 1994) in today's competitive marketplace. Note that

a company’s ultimate goal is to retain customers and keep them loyal to it. It is believed

that by investigating the emotional connections between customers and companies, as

suggested by customer engagement, customer loyalty could be more effectively gauged,

predicted, and enhanced (Appelbaum, 2001; Bowden, 2009b; McEwen & Fleming, 2003).

However, to date no known studies have fully explored its application in the context

of tourism, i.e. focusing on tourist experiences in tourism destinations. There are a few

studies that examine CE with tourism brands in the context of social media (Harrigan,

Evers, Miles, & Daly, 2017; Lei, Pratt, & Wang, 2017; So et al., 2014; So et al., 2016),

but not how tourists feel, behave and act when they are engaged in a destination, and how

this engaging experience influences their whole travel experience and post-trip behavior,

such as destination loyalty. Due to engagement’s effectiveness in improving the customer

experience and maintaining customer loyalty, it is reasonable and beneficial to investigate

the concept of engagement in tourism. Thus, this study aims to conceptualize engagement

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in tourism settings by developing a new construct, i.e. tourist engagement or TE. This

conceptualization endeavor attempts to answer questions like the necessity of developing

a new construct (TE), the definition of TE, the theoretical foundations of TE, the key

concepts to understand TE, and finally how it differs from similar constructs. This

chapter adds to a better understanding of tourist engaging experience through the lens of

value co-creation.

Specifically, the reasons for developing a new construct instead of using the extant

CE are twofold. On the one hand, literature has identified engagement as a very

contextually different construct, which may exert various meanings based on the

subject’s role and the context. Engagement in the context of tourism involves different

features than other types of engagement (e.g., customer engagement, employee

engagement, student engagement, and social engagement) because of the destination

visited. Specifically, a tourism destination contains distinctive complexity and

uncertainty compared to other contexts. It offers both tangible and intangible interactions

to tourists through a variety of objects, including service providers (such as employees),

fellow tourists, companions, local communities, and even attractions and activities. What

happens in tourism destinations is unpredictable but greatly affects their engaging

experience. Travel consumption cannot be fully pre-arranged, and tourists encounter

various unpredictable people and situations on-site (Ryan, 1997), which add to their

ultimate travel experience. Thus, it is imperative to develop the TE construct as no extant

types of engagement fully address the tourism setting.

On the other hand, even though there has been a growing amount the research into

CE, which might have the highest potential to be adapted to the study of TE, current

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research on CE lacks systematic scholarly inquiry (Brodie et al., 2011): only a few

scholars (e.g., Brodie et al., 2011, Hollebeek, 2011a, b; Patterson et al., 2006) have

attempted to conceptualize it and set clear boundaries in marketing. Various sub-forms of

engagement referring to different focuses are simultaneously used in the marketing

literature without clear differentiation of their meanings, like customer engagement,

consumer engagement, brand community engagement, brand engagement, customer

brand engagement, and online brand engagement. Furthermore, these CE studies are

grounded in different theoretical perspectives, including the interactive and value co-

created experience from S-DL (Vargo & Lusch, 2004) and psychological process from

psychology (Bowden, 2009b). Researchers are still attempting to enrich the conceptual

discussion of the scope and the theoretical foundations of engagement, aiming to defend

its territory and differentiate it from existing constructs. Finally, the majority of this

research focuses on customers’ experience in online brand communities through the use

of social media (e.g., Dessart, Veloutsou, & Morgan-Thomas, 2015; Lei et al., 2017),

which is different from the on-site experience at a destination. Thus, a clear

conceptualization of the meanings and theoretical foundations of engagement need to be

established before TE can be applied in a tourism context. This conceptualization enables

a better understanding of the on-site experience of tourists and establishes the theoretical

foundations for the further measurement of TE.

2.2 Literature Review

2.2.1 Engagement in Other Social Science

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Engagement is a complex construct that contains a variety of meanings. The verb “to

engage” can be interpreted as “to occupy or attract”, “to participate or become involved

in”, “to arrange”, “to employ or hire”, “to move into position”, “to come into operation”,

and “to bring (weapons) together in preparation for fighting” (http://tinyurl.com/zs6qrga).

These meanings indicate that the term has a behavioral focus with an objective. While the

noun "engagement" emphasizes a connection between a subject and an object

(http://tinyurl.com/j2sja8h), its meaning differs based on the context, which is determined

primarily by the role that a subject performs. Engagement highlights the focus on

duration, action, and arrangement. One example is in the marriage context, where

engagement indicates a formal agreement between two parties from the proposal to the

marriage.

Social science research has demonstrated the application of engagement in various

contexts (see Table 2-1). Specifically, Kahn (1990) first conceptualized (personal)

engagement as a situation where "people employ and express themselves physically,

cognitively, and emotionally during role performances" (p. 694) in an organizational

behavior context. When studying employee engagement, researchers focus on

distinguishing engaged vs. disengaged employees, and its influence on improving

employee satisfaction, maintaining retention and generating positive business outcomes

(Harter, Schmidt, & Hayes, 2002; Markos & Sridevi, 2010; Saks, 2006). In the

educational literature, engagement is associated with the effort, energy or time invested

by students in learning activities (Hu, 2010; Kuh, 2001) and is recognized as an effective

method for achieving successful academic outcomes (Appleton, Christenson, Kim, &

Reschly, 2006; Gan, Yang, Zhou, & Zhang, 2007; Gunuc & Kuzu, 2015). Meanwhile,

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engagement has also been a popular topic for researchers studying community

governance and is considered to be essential to the success of sustainable community

building, development or revitalization projects (Shandas & Messer, 2008).

Multiple perspectives of engagement research contribute to a better understanding of

this concept. Engagement demonstrates its complexity across contexts, while

unfortunately, this raises the issue of its application in the context of tourism. That is to

say, no extant types of engagement can fit into a tourism setting without proper

refinement, especially on the two most important issues: definition and dimensions. The

following part discusses the underpinning principles of engagement based literature

review on engagement studies see Table 2-1).

To start with, when defining engagement, it is worth noting that engagement

indicates motivationally driven interactions between subjects and objects. Motivation has

been considered as a critical element in engagement studies (Appleton et al., 2006;

Matthews et al., 2010). Especially, cognitive engagement is associated with a subject’s

motivation of achieving certain outcomes. For instance, a student engages in academic

activities can be motivated by learning goals, and positive learning outcomes (Gunuc &

Kuzu, 2015; London, Downey, & Mace, 2007; Martin & Dowson, 2009). An individual

can be motivated to participate or be involved in an interaction by certain "stimuli"

(product or services) (Achterberg et al., 2003; Kahn, 1990). Besides, engagement is

embedded in the interactions a subject has with objects. For instance, when studying

retirees’ transition life, Sabbath et al. (2015) define social engagement based on the

“number, frequency, and quality of an individual’s connection” to others (e.g.

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organizations, family members and close friends), indicating that their engagement level

decreases or increases as determined by the number of interactions.

The meaning of engagement also varies depending on the context. Firstly, engaged

subjects take on various roles (e.g., students, customers, citizens, and employees) in

different contexts (e.g., Gunuc & Kuzu, 2015; Hollebeek, 2011a, b; Jennings & Stoker,

2004; Saks, 2006). For instance, research on employee engagement emphasizes an

individual's work role in an organization (Kahn, 1990), student engagement focuses on

how to increase the engagement level to realize an educational achievement (Gunuc &

Kuzu, 2015; Hu, 2010; Kuh, 2001), while customer engagement highlights customers’

co-creation value for a company’s product or service (Sawhney et al., 2005). Secondly,

an individual's engagement is scientifically influenced by context-related factors. For

example, the level of student engagement is considered to be influenced by family, peer

and school contexts (Appleton et al., 2006). Research also shows that students become

less engaged in school activities when they progress from elementary to middle to high

school (Marks, 2000). Thus, the context in which subjects find themselves should be

taken into serious consideration when defining the concept of engagement.

Another issue is the dimensionality of engagement. Widely defined as a

multidimensional construct across contexts, it is believed that engagement contains

elements from behavioral, emotional and cognitive dimensions (Kahn, 1990), but the

specific expression of these dimensions can be different across contexts. For instance,

Maslach and Leiter (1997) identified engagement as a three-dimensional construct

including energy, involvement, and efficacy; these dimensions present exactly the

opposite of the three dimensions associated with burnout: exhaustion, cynicism, and lack

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of professional efficacy. According to Schaufeli and colleagues (Schaufeli & Bakker,

2004; Schaufeli et al., 2002), employee engagement can be measured by vigor, dedication,

and absorption, while for student engagement, Appleton et al. (2006) proposed four

subtypes of engagement: academic, behavioral, cognitive, and psychological. This

multidimensional approach is popularly adopted to precisely capture the complexity of

engagement.

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Table 2-1. The definitions of engagement in other social sciences.

Disciplines Constructs Definitions

Psychology

Social

engagement

“a high sense of initiative and involvement and can respond adequately to social stimuli in the social environment—

participate in social activities and interact with other residents and staff” (Achterberg et al., 2003, p. 213).

“the individuals’ identification with and commitment to the group’s goals and welfare” (Huo et al., 2010, p. 202).

“number, frequency, and quality of an individual’s connection to those in his or her social environment” (Sabbath et

al., 2015, p. 311).

Task engagement

“the classroom-embedded behavioral manifestation of a child’s ability to self-regulate that ultimately enables the child

to take full advantage of the resources available to him or her in the classroom” (Bohlmann & Downer, 2016, p. 20).

“high energetic arousal, task motivation, and concentration” (Matthews et al., 2010, p. 189).

Occupational

engagement

"a lifestyle characteristic (Christiansen, 2005) and involves occupational performance, the dynamic interplay among

personal, occupational, and environmental factors (Law et al., 1996)" (cf. Bejerholm & Eklund, 2007, p. 21).

Educational

Science

Student

engagement

“the quality and quantity of students’ psychological, cognitive, emotional and behavioural reactions to the learning

process, as well as to in-class/out-of-class academic and social activities, to achieve successful learning outcomes”

(Gunuc & Kuzu, 2015, p. 588).

“the quality of effort students themselves devote to educationally purposeful activities that contribute directly to

desired outcomes” (Hu & Kuh, 2002, p. 555).

Organizational

Behaviour

Personal

engagement

“the harnessing of organization members' selves to their work roles; in engagement, people employ and express

themselves physically, cognitively, and emotionally during role performances” (Kahn, 1990, p. 694).

Employee

engagement

“Engagement in a role refers to one's psychological presence in or focus on role activities and may be an important

ingredient for effective role performance (Kahn, 1990, 1992)” (Rothbard, 2001, p. 656).

“as a positive, fulfilling, work-related state of mind that is characterized by vigor, dedication, and absorption.”

(Schaufeli et al., 2002, p. 74).

“the amount of cognitive, emotional, and physical resources that an individual is prepared to devote in the

performance of one’s work roles” (Saks, 2006, p.603).

Sociology Civic engagement

“involvement in voluntary organizations and the performance of volunteer work, both of which facilitate the

development of social networks.” (Jennings & Stoker, 2004, p. 39).

“being able to influence choices in collective action” (Camino & Zeldin, 2002, p. 214).

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2.2.2 Customer Engagement

Engagement, as a relatively new topic, is gaining increasing attention in the fields of

marketing and consumer behaviour (Bolton, 2011; Brodie et al., 2013; Gummerus et al., 2012).

Since the late 2000s, there has been booming discussion on this concept, not only from

academics but also industry professionals.

Initially proposed by consulting companies (e.g., Gallup), customer engagement (CE) was

developed under the assumption that satisfaction on its own fails to predict customer loyalty, and

it is imperative to shift the attention to the emotional connection with the customer, that is

customer engagement (Appelbaum, 2001; McEwen & Fleming, 2003). The need for more

research-based knowledge was ignited by the Marketing Science Institute (MSI) (2010) which

identified engagement studies as one of the top eight priorities in the coming years; it also

recommended that research on the way customers engage in their consumption experiences is

needed. MSI (2010) defines CE as "customers' behavioral manifestation toward a brand or firm

beyond purchase, which results from motivational drivers including: word-of mouth activity,

recommendations, customer-to-customer interactions, blogging, writing reviews, and other

similar activities" (p. 4). At the same time, academic researchers attempted to conceptualize it

(e.g., Bowden, 2009b; Brodie et al., 2011; van Doorn et al., 2010). Specifically, the marketing

literature on engagement has expanded significantly as researchers use it with various definitions

to describe different focuses of engagement (see Table 2-2).

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Table 2-2. The definitions and focuses of engagement in marketing literature.

Constructs Terms and definitions Comments Customer/ consumer

engagement • Customer engagement: “a psychological process that models the

underlying mechanisms by which customer loyalty forms for new customers

of a service brand as well as the mechanisms by which loyalty may be

maintained for repeat purchase customers of a service brand” (Bowden,

2009b, p. 65).

• Customer engagement: “Customer engagement (CE) is a psychological

state that occurs by virtue of interactive, cocreative customer experiences

with a focal agent/object (e.g., a brand) in focal service relationships. It

occurs under a specific set of context dependent conditions generating

differing CE levels; and exists as a dynamic, iterative process within service

relationships that cocreate value. CE plays a central role in a nomological

network governing service relationships in which other relational concepts

(e.g., involvement, loyalty) are antecedents and/or consequences in iterative

CE processes. It is a multidimensional concept subject to a context- and/or

stakeholder-specific expression of relevant cognitive, emotional and/or

behavioral dimensions” (Brodie et al., 2011, p. 260).

• Consumer engagement: “Engagement is a state of being involved,

occupied, fully absorbed, or engrossed in something—sustained attention”

(Higgins & Scholer, 2009, p.6).

• Customer engagement: the level of a customer’s various “presence”

(including cognitive, emotional and physical aspects) in their relationship

with the organization (Patterson et al., 2006).

• Customer engagement: “a customers’ personal connection to a brand as

manifested in cognitive, affective, and behavioral actions outside of the

purchase situation” (So et al., 2014, p. 310)

• Customer engagement: “a behavioral manifestation toward the brand or

firm that goes beyond transactions” (Verhoef et al., 2010, p. 247).

• Customer engagement: “the intensity of an individual’s participation in

and connection with an organization’s offerings and/or organizational

activities, which either the customer or the organization initiate” (Vivek

Beatty, & Morgan, 2012, p.127).

Customer engagement (CE) is the most

frequency used terminology, and

consumer engagement does not indicate

much difference. CE can be recognized as

a psychological state (Brodie et al., 2011)

or psychological process (Bowden, 2009b)

of multiple levels of customer physical,

cognitive, emotional and behavioral

presence. Customers are engaged with the

offerings or activities (Vivek, 2009) in

different levels, like absorption,

dedication, and vigor/interaction

(Patterson et al., 2006).

Brand (community)

engagement or online

engagement

• Community engagement: “community engagement’ refers to the positive

influences of identifying with the brand community, which are defined as

the consumer's intrinsic motivation to interact and cooperate with

community members” (Algesheimer, Dholakia, &Hermann, 2005, p.21).

• Customer brand engagement: “the level of a customer’s cognitive,

emotional and behavioral investment in specific brand interactions”

One of the important focuses on CE

research is in the online/virtual

environment, especially under the

development of social platform (Cheung,

Lee, & Jin, 2011), like Facebook, Twitter,

blog. It is believed that the dynamic,

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(Hollebeek, 2011b. p.555).

• Online engagement: “Online engagement is a cognitive and affective

commitment to an active relationship with the brand as personified by the

website or other computer-mediated entities designed to communicate brand

value. It is characterized by the dimensions of dynamic and sustained

cognitive processing and the satisfying of instrumental value (utility and

relevance) and experiential value (emotional congruence with the narrative

schema encountered in computer-mediated entities)” (Mollen & Wilson,

2010, p. 923).

• Virtual customer engagement: "customer-centric", "active", "two-way",

and "continuous", focuses on "social and experiential knowledge", and has

"direct as well as mediated interactions with prospects and potential

customers". (Sawhney et al., 2005, p.7)

• Brand engagement in self-concept (BESC): “an individual difference

representing consumers’ propensity to include important brands as part of

how they view themselves” (Sprott, Czellar, & Spangenberg, 2009, p. 92)

iterative engagement processes (Jahn &

Kunz, 2012; Mollen & Wilson, 2010) of

engagement can be strengthened by the

technology used in the online brand

community (Brodie et al., 2013).

Customer engagement

behavior • Customer engagement behavior: “a formative construct consisting of

word-of-mouth, loyalty program participation, customer interaction, and co-

creation, which are determined by relationship quality, rewards, self-

enhancement, learning, social integration, and company identification”

(Romero & Okazaki, 2015, p.1).

• Customer engagement behavior: “go beyond transactions, and may be

specifically defined as a customer’s behavioral manifestations that have a

brand or firm focus, beyond purchase, resulting from motivational drivers”

(van Doorn et al., 2010, p. 254).

It focuses on a non-transactional side of

consumer behavior, which is also similarly

discussed by Bijmolt et al. (2010), and

Verhoef et al. (2010). Customer

engagement behaviors contain a wide

range of behaviors: blogging,

recommendations, helping other

customers, word-of-mouth activity,

writing reviews, and even engaging in

legal action (van Doorn et al., 2010)

Customer

engagement value • The customer engagement value is constituted by of four different types of

values: customer lifetime value, customer referral value, customer influencer

value, and customer knowledge value (Kumar et al., 2010).

Customer engagement value is considered

as an overarching new value metric which

incorporates the value of both

transactional and non-transactional

behaviors.

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Various sub-forms of engagement have been proposed to understand the experience between

a customer and a company, which covers all the interactions with stimuli (i.e. product or service)

during the consumer buying process, including pre-purchase and post-purchase stages (Lemon &

Verhoef, 2016). It is believed that customers who perceive their consumption experience as

memorable have a higher chance of being fully satisfied, tend to spread positive word of mouth,

and are more likely to pay a price premium (Berry, Carbone, & Haeckel, 2002; Mascarenhas,

Kesavan, & Bernacchi, 2006). Although the extant literature has sufficient understanding of

customer experience on pre-purchase to post-purchase stages focusing on repeated transactions,

it lacks investigation on the value co-creation interactions between the two parties (Venkatesan,

2017). These interactions representing customer engagement beyond transactions are extremely

important as they allow customers to develop advocacy behaviors or offer information for a

better development of new products/services for a company (Romero, 2017; van Doorn et al.,

2010). Thus, ensuring customers have positive experiences by actively engaging them is critical

for the success of a company/brand.

Marketing research has adopted two main perspectives to understand CE: a psychological

perspective and a behavioral perspective (Venkatesan, 2017). The former adopts a

multidimensional manner and argues that CE incorporates emotional, cognitive, and behavioral

elements (e.g., Brodie et al., 2011; Hollebeek, 2011b; Patterson et al., 2006; So et al., 2014). Due

to the complexity and a lack understanding of the multidimensional CE, current research starts

with a qualitative approach, but only a few studies have attempted its operationalization. For

instance, Vivek (2009) conducted an initial research to develop a three-dimensional

measurement scale of CE including enthusiasm (cognitive-affective), conscious participation

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(behavioral), and social interaction (social). Herein, CE is considered as a reflective construct

with different expression of dimensions in different contexts.

The latter (i.e. behavioral perspective) predominantly focuses on non-transactional customer

behaviors which might influence the company. As a formative construct, CE is exhibited through

word-of-mouth, recommendations, loyalty programs, helping other customers, writing reviews,

customer interactions, blogging, and engaging in legal action (Jaakkola & Alexander, 2014;

Romero & Okazaki, 2015; Van Doorn et al., 2010; Verhoef et al., 2010; Wei, Miao & Huang,

2013). Empirical studies have been conducted to understand consumers' engagement behaviors

with brands, especially through the online community. For instance, Lei et al. (2017) measured

CE behaviors through three dimensions, including the number of likes, comments, and shares.

Gummerus et al. (2012) divided CE into "community engagement behaviors" and "transactional

engagement behaviors" and measured CE through the "frequency of brand community visits,

content liking, commenting, and news reading, as well as frequency of playing, and money spent

on the internet gaming site" (p.863). However, it is believed that behavioral participation alone

might not be adequate for CE, as customers can be motivated just by gaining information or

mitigating risks (Brodie et al., 2013). Thus, researchers are more inclined to favor a

multidimensional approach that incorporates both customers' enduring psychological connection

and behavioral participation with a company/brand (Brodie et al., 2011; So et al., 2016;

Hollebeek, 2011b).

Greater understanding of CE has led to a fundamental change in understanding value.

Traditionally, value is embedded in the product a company provides and is considered as trade-

off between benefits (what customers get) and costs (what customers give up) (Zeithaml, 1988).

In other words, companies deliver the value created within the organization to customers in a

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one-way interaction in a company-centric approach. However, recent marketing focuses on

blurring the strict lines between companies and customers, and CE especially presents various

ways how customers can interact and co-create value with companies (Vargo & Lusch, 2004).

Meanwhile, value co-creation goes beyond transactions, during which customers can influence

and add value to company product innovation by using their knowledge, expertise and

experience (Michel, Brown, & Gallan, 2008). Examples can be found in activities like providing

feedbacks or suggestions on product/service design, sharing knowledge or information with a

company or its customers, recommending offerings to other customers, or even actively

engaging in the consumption process of a product/service (Hoyer, Chandy, Dorotic, Krafft, &

Singh, 2010; Kumar et al. 2010; Libai et al. 2010; Ranjan & Read, 2016; Romero, 2017; Tang,

Fang, & Wang, 2014). This new value perspective influenced by CE highlights a customer-

centric (McAlexander, Schouten, & Koening, 2002) two-way interaction that includes customers

in the value creation process.

Engaged customers are actively involved in the customer-company relationship, with a

feeling that they possess a personal stake in the brand (Harris, 2006). Customers bring in their

experiences and knowledge in product innovation (Sawhney et al., 2005) and new product

development (Hoyer et al., 2010). This change has more phenomenally emerged in online brand

communities with the development of internet technology and social media, because these

techniques and platforms enable firms to engage more customers more frequently and

persistently. Supported by the development of the internet and social networks (e.g., Twitter,

LinkedIn, Facebook, and YouTube), the quality and quantity of CE have been hugely advanced.

Meanwhile, customers are provided with the opportunity to express their feelings, share their

knowledge, and tell their stories instantly. As a result, companies employ the internet as a

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platform to adopt a collaborative process, wherein customers are included in the value co-

creation process (Lusch & Vargo, 2006a; Vargo & Lusch, 2004).

2.3 Conceptualization of Tourist Engagement

2.3.1 Defining Tourist Engagement

Through the discussion of engagement in social science in general and in marketing more

narrowly, a few features of engagement should be highlighted when defining tourist engagement

(TE). Firstly, engagement can be defined differently in various contexts, indicating that TE

cannot be isolated from the destination and the actors involved, like employees, local community,

fellow tourists and people from companion groups. Secondly, engagement goes beyond the

transaction process and is embedded in the value co-creation interactions between the subject

and objects. The engaged subject is motivated to become involved or participate in the value co-

creation process by using the resources available to him/her. Thirdly, even though a single

dimension of engagement is used in some studies (such as customer engagement behavior), the

majority focuses on its complexity by using a multidimensional approach, which incorporates

cognition, emotion and behaviour. Such an approach was adopted in TE, as both enduring

psychological connection and behavioral participation are critical elements for maintaining

engagement.

TE in this study is defined as tourists' psychological state that occurs by virtue of interactive,

co-creative tourist experiences with a focal agent/object (people/attraction/ activities /encounters)

in focal travel experience relationships. This definition was adapted from Brodie et al. (2011),

which is the most comprehensive definition of CE in current marketing literature. We modified

their definition to include “people/attraction/activities/encounters” as the focal agent/object to

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ensure that it fits into the context of tourism. Also, we highlighted the subject as “tourists”, and

the context as “travel experience relationships.”

The "interactive" and "co-creative" terms describe the relationship between the subject (e.g.,

a customer or in the present case, a tourist) and the object (e.g., a brand or in the present case,

people or an attraction/activity/encounter), emphasizing a two-way interaction, customer-centric

approach (Sheth, Sisodia, & Sharma, 2000). Slightly different from the interacting and co-

creating process as described in CE literature, the engagement in tourism is realized instantly

through daily face-to-face, verbal, social and physical interactions between tourists and other

actors encountered during travel. For instance, behaviors like providing feedback or suggestions

to others online in CE studies becomes enjoying short conversations or sharing travel

information with fellow tourists. All these interactions add to the tourist experience of the whole

trip.

In addition, TE aims to shed light on the personalized tourist-centric experience. During

travel, engagement occurs within the two-way interactions between the tourist and the object

when the interactive and co-creative experience happens. Specifically, "interactive" highlights

the importance of the dynamic, on-going experiences between the subject (the tourist) and the

object. "Co-creative" explains the tourist's role in the value-creating process, within which the

destination or companies as a system provide resources for value creation, while the tourist is

always a co-creator of value.

The word "customer" has been changed to "tourist" to emphasize the importance of the role

taken by the engagement subject. It has been acknowledged that the meaning of "engage" or

"engagement" significantly relies on the different roles (e.g., employee, student, customer, and

tourist) the subject assumes in various contexts. The understanding of TE cannot be isolated

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from tourist experiences because it is rooted in their dynamics. TE is also the manifestation of

tourist experiences, through which they can be better "observed." As stated by Malthouse and

Calder (2011), “engagement is based on experiences, making it a different kind of psychological

state, one that must be studied jointly with experiences" (p.277).

The last modification is to change the "service relationships" to "travel experience

relationships," which includes tourists' interaction with service providers and other actors. Even

though travel is part of the service category, the present study highlights the difference between a

generic relationship with this more specific one. Besides sharing the same four features

(intangibility, inseparability, heterogeneity, and perishability) of services, traveling also brings in

some other experiences. It is impossible to physically experience the actual services before

tourists arrive at the destination; once there, they are "stuck" and need to spend a comparatively

longer time to go through their travel experience relationships. The experience is also much

longer than a typical service encounter, beginning the minute someone leaves "their usual

residence" and not ending until they return to it. This travel experience can also find its

theoretical supports from the concept of the "experience economy" (Pine & Gilmore, 1999),

indicating that tourists are seeking memorable experiences of unique occurrences. TE can be

used to enhance the understanding of the tourist experience through a strong, enduring

psychological connection and behavioral interaction with the objects in travel experience

relationships. This change also highlights the context-dependent feature as mentioned by Brodie

et al. (2011).

2.3.2 Theoretical Foundations- Service-Dominant Logic (S-DL)

Since its first mention in 2004 by Vargo and Lusch, "service-dominant logic" (S-DL) has

triggered substantial academic conversations on the paradigm shift from the traditional "goods-

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dominant logic" in service management. S-DL suggests the understanding of customer value-

creating activities as the starting point of all business strategies (Lusch & Vargo, 2006a; Vargo &

Lusch, 2004). Some critical concepts have been used to understand the process of value creation.

Resource-advantage theory (Hunt & Morgan, 1995) is crucial to understand S-DL. This

theory is among the essential theoretical frameworks supporting S-DL. Accordingly,

heterogeneous and imperfectly mobile resources generate values to accommodate different

demands in the market. Specifically, two types of resources exist: operand and operant resources.

The former, which contains land, plants, animals, and minerals (Vargo & Lusch, 2004) plays

essential role in the traditional goods-dominant logic. They are featured as "inhuman," "machine-

like," "basic," "functional," "physical," or "tangible" (cf. Campbell, O'Driscoll, & Saren, 2013).

However, the latter operant resources are "dynamic" and "infinite" compared to the "static" and

"finite" features in operand resources (Vargo & Lusch, 2004). They are typically characterized as

"human", "organizational", "informational", and "relational" (Hunt, 2004, p.22). One of the

important things to understand in S-DL is the concept of “resource integration” (Vargo, Maglio,

& Akaka, 2008), delineating the value co-creating process through the integration of these two

types of resources by actors in the service network.

Vargo and Lusch have developed, revised, and summarized the foundational premises of S-

DL (Lusch& Vargo, 2006b; Vargo & Lusch, 2004, 2008, 2014). some of which support the

understanding of TE. Firstly, "the customer is always a co-creator of value" (Vargo & Lusch,

2014, p. 240), implying the subject (a tourist) is an operant resource which is a significant

contributor in value co-creation with the object. Also, the interactive value co-creation process

could not be ended unilaterally by the object. Secondly, in the statement "a service-centered view

is inherently customer-oriented and relational" (Vargo & Lusch, 2008, p. 7), the word

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"inherently" emphasizes the priority of customer orientation, indicating that it is customers as the

beneficiary of services/experience determine the value they perceive in the case of engagement.

Thirdly, it is suggested that “all economic and social actors are resource integrators” (Vargo &

Lusch, 2014, p. 240). This highlights the collaboration in service systems, where the

customers/tourists, employees, companies, destinations, local communities, and maybe other

stakeholders can all be involved as operant resources (Vargo & Lusch, 2008) to facilitate the

value creation process collaboratively. Also, the engagement of a subject can be influenced by

numerous actors in the service relationship. Fourthly, the authors argue that “value is always

uniquely and phenomenologically determined by the beneficiary” (Vargo & Lusch, 2014, p. 240),

demonstrating that customer experience of value is substantially subjective and influenced by the

context in which they find themselves.

2.3.3 Key Concepts to Understand Tourist Engagement

2.3.3.1 Tourists as Operant Resources

As operant resources, tourists are a set of skills, knowledge, and expertise (Baron & Harris,

2008). They engage in destinations to cope with different situations and co-create value with

destination marketing organizations, companies, local communities, fellow tourists add value to

their experience (Prebensen & Foss, 2011). By engaging, tourists become an important part of

adding value to their experiences. They can use their knowledge and experience to interact with

different people and activities, work through various encounters, collaborate with service

providers, and satisfy themselves by interpreting what happens in the service setting. Engaged

tourists are more likely to have extraordinary and memorable experiences, which is positively

related to their satisfaction and behavioral intentions (Prebensen & Foss, 2011).

2.3.3.2 Tourism Companies and Destinations as Resources Providers

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S-DL is different from the traditional goods-dominant logic, because it expands the notion of

resources for value creation (Lusch & Vargo, 2006b). Traditionally, resources are limited in the

scope of the company; a firm-centric perspective was used wherein a tourism offering is

predefined within the company by using these recourses (Sørensen & Jensen, 2015). However,

S-DL suggests that the tourist experience should be understood in a service system wherein both

operand and operant resources are used for value creation. This service system includes not only

tourism companies but also other stakeholders, as noted above.

Instead of offering service attributes that create value for tourists, tourism companies and

destinations in a service system identify, develop, and provide value propositions for tourists. As

Grönroos (2006) argued, the service provider generates opportunities in tourist value-creating

processes. The value propositions are employed to engage tourists in the three different

dimensions. Furthermore, employees and other stakeholders are also operant resources that add

to the process of value co-creation (Edensor, 2001). It is imperative for service providers to

change from the traditional linear and one-way communication method to a new two-way

communication approach, wherein tourists are communicated with.

2.3.3.3 Co-created Value

Value used to be considered as the trade-offs between what customers receive and what they

pay (Zeithaml, 1988). Many relevant concepts have been developed related to this construct, like

perceived value, value-in-context, value creation, and co-created value. Herein, co-created value

refers to “the level of perceived value created in the customer’s mind arising from interactive,

joint, and/or personalized activities for and with stakeholders” (Hollebeek, 2011b, p.556). Value

co-creation thus refers to the resource exchange process, wherein actors exchange resources

through mutually beneficial interactions, and value is determined by the beneficiary (Vargo &

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Lusch, 2008; Vargo et al., 2008). In addition, collaboration between different actors leads to

successful resource integration in service systems (Lusch, Vargo, & Wessels, 2008),

predominantly by the exchanges of operant resources during dialogue, interaction, and also

coordinated communication (Tynan & McKechnie, 2009).

2.3.3.4 The Importance of Value-In-Context TE

Value-in-context highlights "the importance of time and place dimensions and network

relationships as key variables in the creation and determination of value" (Vargo & Akaka, 2009,

p.39). It is considered as the value driver in S-DL (Vargo et al., 2008; Vargo & Lusch, 2008),

indicating that value derives from the context customers are in and emerges when customers

experience offerings in this context. Note that value-in-use rather than value-in-context was

mentioned in the early research on S-DL (Vargo & Lusch, 2004, 2008); the former is more

closely related to goods-dominant logic, while the latter which is more S-DL friendly and has

therefore become more popular term (Chandler & Vargo, 2011; Vargo, Lusch, Akaka, & He,

2010).

Value-in-context is critical, because the value of goods or services is not inherent, but is

shaped according to a customer’s perception in different contexts (Woodruff & Flint, 2006).

Therefore, it is imperative to highlight the natural, physical and social environment that travelers

are exposed to. For instance, Bitner (1992) argued that the physical surroundings and atmosphere

affect the interaction between customers and employees, which influence consumer perception

and satisfaction. Value is also added in a social environment, wherein tourists interact and share

experiences with their companion and fellow tourists (Rihova, Buhalis, Moital, & Gouthro,

2015). Consequently, tourists meet and mingle with a variety of people in the natural, physical

and social environment during the trip, and exert their role in adding values to their ultimate

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travel experience (Prebensen & Foss, 2011). Therefore, destination managers should not only

look into the internal elements within service systems (e.g., tourists, employees, service

companies), but also considering the effects of external but uncontrollable factors (e.g., weather,

cultures, regulations) on tourist experience (e.g., time, weather, laws) (Vargo, Lusch, & Akaka,

2010).

2.4 Differentiating Tourist Engagement from Customer Participation and Involvement

Scholars have attempted to delineate CE’s relationship with other constructs, like

involvement, participation, brand loyalty, commitment, co-created value, emotional brand

attachment, flow, interactivity, connection, perceived quality, rapport, satisfaction, self-brand

connection, and trust (Bowden, 2009b; Brakus, Schmitt, & Zarantonello, 2009; Brodie et al.,

2011; Hollebeek, 2011b; Patterson et al., 2006; Vivek et al., 2012). Among these constructs,

participant and involvement have repeatedly been mentioned as similar relational constructs to

CE, and need to be differentiated from engagement in consumer behavior studies (Brodie et al.,

2011; Hollebeek, 2011b; Vivek et al., 2012). Herein, we answer the question how TE is

conceptually different from these two constructs (see Table 2-3 for the summary of TE, customer

participant and involvement).

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Table 2-3 The comparison of TE, customer participant and involvement.

Construct Definition Process Interaction Dimensions

Tourist

engagement

the interactive and

co-creative process

between tourists and

objects in focal travel

experience

relationships

during the

consumption

experience

outside the scope of

service companies;

tourists interact with

people/attraction/

activities /encounters

cognitive,

emotional

and

behavioral

Customer

participation

the extent to which

customer is involved

in product/service

design and delivery

mainly before

the consumption

experience or

during the

service delivery

within the scope of

service companies;

customers interact

mainly with

employees, also

customers are

considered partially as

employees

behavioral

Customer

involvement

tourist' perceived

relevancy or interests

in offerings and their

emotional responses

to the offerings

mainly before

the consumption

experience with

behavioral

outcomes

within the scope of

service companies;

customers’ cognitive

and emotional

interaction with

activities

cognitive

and

emotional

2.4.1 The Differences between Customer Participation and Tourist Engagement

Customer participation is "the degree to which the customer is involved in producing and

delivering the service" (Dabholkar, 1990, p. 484). It highlights a customer’s contribution to the

product/service design and delivery. In this case, customers act partially as employees to create

new product value through a variety of activities, like information sharing, and customer–

supplier coordination (Fang, Palmatier, & Evans, 2008). In addition, Dong, Evans, and Zou

(2008) have summarized three main themes in the research on customer participation: (1)

focusing on the economic benefits brought by customer participation and explaining why

participation is critical in producing product and delivering service; (2) considering customers as

partial employees and how to manage them effectively; and (3) focusing on how to motivate

customers in the participation of the service provision process.

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Regarding the outcomes of participation, effective customer participation is more likely to

ensure that customer needs are met and lead to a greater likelihood of satisfaction with the

service. However, even though some previous studies suggested a positive relationship between

these two constructs (Van Raaij & Pruyn, 1998), Wu (2011) found that customer participation

does not necessarily predict customer satisfaction. It is because if customers invest more effort

and time than expected in the participation process, their participation may not lead to a

satisfactory result. Empirical research has also support the positive effect of customer

participation on customer loyalty (Auh, Bell, McLeod, & Shih, 2007; Eisingerich & Bell, 2006;

Rosenbaum, Ostrom, & Kuntze, 2005). For instance, in the context of financial services,

Eisingerich and Bell (2006) found customer participation exerts a significantly positive effect on

loyalty, suggesting that when a customer actively participates and gets involved in the process of

service provision, he/she tends to assume responsibility for the outcomes, stay with the current

organization, and exhibit less switching behaviours.

Considering the measurement of customer participation in a service context, Wang, Wang,

and Zhao (2007) used a four-dimensional approach in hotel context; the dimensions include

information collection, participation in service design and standard build-up, interaction with the

employees, and "word of mouth" communication. Wu's (2011) study explored customer

participation in theme parks, where the author used customer cooperation in service delivery and

customer attentiveness to communication to represent their participating behaviors. This

contrasts with Eisingerich and Bell's (2006) study, where it was seen as customers' willingness to

provide constructive suggestions, and measured by a four-item scale using a single dimension

approach.

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Several differences can be identified between TE and customer participation. First, the

former focuses on tourist experiences, especially the interactive and co-creative process between

the subject (i.e. tourists) and objects in a focal travel experience relationship. It adopts a

customer-centric perspective by investigating how tourists perform and act when engaged. TE

requires a multidimensional approach which considers both tourists' enduring psychological

connection and their behavioral manifestation towards service providers. Customer participation

investigates the degree to which customers contribute to the process of service provision. It

adopts a company-centric perspective and emphasizes how companies can benefit from

customers' knowledge and skills by considering them as partial employees. This interaction

happens within the relationship between a company and a customer, and the predominant focus

is on the behavioral aspect. Thus, participation is distinct from engagement “based on the

existence of focal interactive customer experiences with specific engagement objects” (Brodie et

al., 2011, p.257). Engagement is more than participation which can be achieved by just showing

up, while engagement needs value co-creation, indicating a more active and innovative effort to

impact the final results of travel experiences (Prebensen & Foss, 2011).

2.4.2 The Difference between Customer Involvement and Tourist Engagement

Research interest in involvement dates back more than 30 years in consumer behavior

studies (Lesschaeve & Bruwer, 2010). Customer involvement is believed to significantly

influence individual' attitudes, values and decision-making (Josiam, Smeaton, & Clements,

1999;). In consumer behavior study, Zaichkowsky (1986) summarized three research themes of

involvement, including involvement with advertisements, products and purchase decision.

In the context of tourism research, tourist involvement refers to “the interest or motivational

intensity towards a vacation place, with behavioral consequences” (Lehto, O’Leary, & Morrison,

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2004, p. 805). It can also be defined as tourist perceived relevance of the activities and their

motivational state (Havitz & Dimanche, 1990). Thus, tourist involvement can be viewed as the

extent to which individuals are interested in, and their emotional responses to, activities/

destinations. This involvement is especially delineated in the pre-purchase (Foxall, & Pallister,

1998) or pre-trip decision making process (Cai, Feng, & Breiter, 2004). For instance, Cai et al.’s

(2004) study focused on tourists’ purchase decision involvement, and suggested it to be

significantly related to individuals’ information searching behaviors. In addition, tourist

involvement continues its influences on on-trip and post trip behaviours (Brown, Havitz, & Getz,

2007; Prayag, & Ryan, 2012; Prebensen, Woo, Chen, & Uysal, 2013), For instance, in nature-

based tourism, Jamrozy, Backman, and Backman (1996) found highly involved tourists were

more likely to employ a variety of information sources, actively share their information and

experience, and take more trips compared to non-nature-based travelers. Furthermore, tourist

involvement also plays a critical role in tourist experience (Prebensen et al., 2013), such as

tourist satisfaction (Hwang, Lee, & Chen, 2005; Lu, Chi, & Liu, 2015) and behavioral intention

(Lee & Beeler, 2009).

The difference between participation and involvement is that the former focuses more on the

behavioral aspect (Wang et al., 2007) while the latter focuses on emotional and cognitive aspects

(Kim, 2008; Smith & Godbey, 1991). Besides, the concepts also differ in their duration. Highly

involved individuals are more likely to have intense attitudes which influence their future

behavior (Sherif, Kelly, Rodgers, Sarup, & Tittler, 1973), indicating an enduring influence

compared to mere participation. Regarding the measurement methods, a multidimensional

approach is adopted by various studies (e.g., Gursoy & Gavcar, 2003; Kim, 2008; Kyle & Chick,

2004; Zaichkowsky, 1987). Laurent and Kapferer (1985) were among the first to develop the

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underlying dimension of involvement by advancing a consumer involvement profile; five

dimensions were identified, including interest, pleasure, sign/symbolic value, risk importance,

and risk probability. When applied in a tourism context, Gursoy and Gavcar (2003) developed

three dimensions of customer involvement among international leisure tourists. Specifically,

these widely used dimensions include pleasure/interest (the pleasure value/meaning a tourist

attaches to a vacation), risk probability (the perceived risk associated with purchasing a vacation),

and risk importance (the perceived importance of negative outcomes caused by the unfavorable

purchase of a vacation).

There are some significant differences between involvement and TE. First, these two states

happen in different stages of consumption experience. Involvement refers to individuals’ interest

or relevancy triggered by the simulate of offerings (e.g., an advertisement, product, or

activity/destination in tourism). It happens in the pre-trip stage and has considerable influence on

tourist decision-making behaviors. In addition, its enduring effect could continue to on-trip and

post-trip experiences. However, TE focuses on tourists’ interactive, co-creative tourist

experiences with other objects when they are engaged on destination. Also, as suggested by

Hollebeek (2011a), involvement can be considered as an antecedent of customer engagement,

indicating that highly involved customers are more likely to get engaged in their relationship

with companies (in the present study, tourism destinations/companies). Another difference

between these two concepts is concerned with their underlying dimensions: while the former

emphasizes emotional and cognitive aspects, the latter represents a combination of behavioral,

emotional and cognitive perspectives. In TE, by coping with the situations and co-creating values

during the trip, tourists can interact with people/attractions/activities/encounters to add value to

their travel experience. In this case, the tourist experience is greatly influenced by his/her

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relational network, and is also a result of how a tourist exerts skills and knowledge in

collaboration with others in the service system.

2.5 Conclusion

Practitioners and researchers in marketing have recently shifted their interest in customer

loyalty by focusing also on an emotional connection, i.e. customer engagement (CE).

engagement has been investigated in several contexts (e.g., employee engagement, student

engagement, social engagement), its application in marketing is still in its infancy and lacks

empirical studies. Due to the positive outcomes associated with CE, such as customer retention

and organization performance, marketers have considered CE as a promising research topic in

the coming years. Specifically, CE goes beyond mere transaction behavior. Researchers tend to

consider a customer’s enduring psychological connection and behavioral participation with a

company/brand when investigating CE (Brodie et al., 2011; Hollebeek, 2011b; So et al., 2016).

However, the application of engagement in tourism to understand the quality of the travel

experience has not yet been fully discussed. Our study is among first endeavor to conceptualize

engagement which is applicable in the context of tourism. After conducting a systematic

literature review of engagement in social science in general and marketing specifically,

engagement is featured as to be contextually dependent and multidimensional, representing the

motivational-driven interactions between a subject and an object. By including the notion of

value co-creation from S-DL, TE highlights tourist interactive, value co-creative on-site

experience with an object (people/attractions/activities/encounters) in focal travel relationships.

The interactions in TE can be expanded to a variety of objects (e.g., a company, employees,

social media, fellow customers, services/products/activities, and physical/natural environment) if

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the value co-creation process is facilitated. Based on this understanding, it is reasonable and

beneficial to apply engagement in tourism research to understand tourist experience better.

This conceptualization contributes to the application of engagement in tourism for capturing

the quality of tourist experience. In TE, tourists as operant resources use their skills, knowledge,

and expertise to interact and co-create value with other actors during the trip, and tourism

companies and DMOs are considered as resources providers. While previous consumer studies

mainly looked at online engagement, this TE study explores tourist experience from an offline,

on-site tourist perspective, where tourism destinations provide tourists with both tangible and

intangible interactions with the servicescape, service providers, and fellow tourists.

Even though existing literature has identified several types of engagement, no specific

construct of "tourist engagement" has been proposed. Thus, this study also contributes to

expanding the application of engagement in a difference context. It responds to the call by MSI

to advance the understanding of "engagement" in academic marketing literature. It also provides

an answer to Shaw Bailey and Williams’ (2011) call for empirical studies to enhance tourist

experience research through engagement platforms.

Besides, the conceptualization of TE provides significant implications for service providers

in the context of tourism. It shows a better understanding of how tourists perform and act when

they are engaged. This study sheds light on creating the interactive, co-creative tourist

experiences which can occur between tourists and a focal object. These experiences can be

expanded to tourists' interaction with people/attractions/activities/encounters, indicating that

service providers need to incorporate many actors to facilitate the process of TE.

It is worth noting that the conceptualization of TE is a starting point of applying the notion

of value co-creation in tourist experiences. This conceptualization delineates what TE is and the

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roles of key actors in TE. It aims to facilitate the understanding of engagement by presenting its

main features, theoretical foundations, key concepts and differences with similar constructs. This

discussion brings in research interests in engagement in the study of consumer behaviour,

especially in tourism. Future research should focus on the operationalization and empirical

studies of TE, to better understand such questions as how to measure TE and how TE influences

other key constructs in consumer behaviour studies.

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Chapter 3 Scale Development of Tourist Engagement

3.1 Introduction

Tourism is among the leading industries in the experience economy (Pine & Gilmore,

1999). Sternberg (1997) explicitly stated that "tourism's central productive activity [is]

the creation of the touristic experience" (p. 954), indicating that the goods and services in

this industry are produced to yield experiences. Tourists seek out extraordinary and

memorable experiences that “dazzle their senses, touch their hearts, and stimulate their

minds” (Schmitt, 1999, p. 57). More importantly, those who have memorable experiences

are more likely to be more satisfied with the goods and services, becoming loyal

consumers and pay more for those them (Ali, Hussain, & Ragavan, 2014; Berry et al.,

2002). Therefore, in an increasingly competitive industry, companies and destinations

must provide tourists with memorable experiences that translate into long-term

relationships and revenue sources.

Although the tourism industry recognizes the importance of experience,

understanding it and applying that understanding in tourism research has appeared only

recently (Quan & Wang, 2004; Yuan & Wu, 2008). Academic research on the

conceptualizing and measuring of the tourism experience remains limited (Andersson,

2007) probably because the term “experience” is too neutral, too vague, and a tourism

experience can be loosely interpreted as including all interactions a tourist has before,

during, and after a trip (Aho, 2001). The experience may start with deciding where to go

(e.g., Prebensen et al., 2013; Vogt, Fesenmaier, & MacKay, 1994), continue with on-site

interactions with different actors (e.g., Huang & Hsu, 2010; Kastenholz, Carneiro,

Eusébio, & Figueiredo, 2013; Keung, 2000), and move on to sharing the experience

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afterward (e.g., Kim & Fesenmaier, 2017; Tse & Zhang, 2013). However, this broad

understanding of experience causes difficulties for service providers in identifying how a

meaningful experience is created during the process, i.e., how value is created in tourism

experiences. Fortunately, researchers have started examining the value co-creation

process as part of a better understanding of the tourist experience (Andersson, 2007;

Prahalad & Ramaswamy, 2004).

The conceptualization of tourist engagement (TE) is among the many efforts to

capture the quality of tourist experiences. It explicates value co-creation of tourists and

other participants (i.e., employees, fellow tourists, companions, and local communities).

TE focuses on strong, enduring psychological connections and behavioral interactions of

tourists with other actors, which go beyond the actual purchase behavior. However, as a

newly conceptualized construct, TE has not yet been measured. This shortcoming hinders

its operationalization in marketing and any empirical testing with other constructs like

satisfaction and behavioral intention. Thus, this study developed a reliable and valid

measurement scale for TE to enhance our understanding and improve recommendations

for implementing TE in managing tourist destinations.

This chapter answers two research questions: (1) what are the dimensions of TE? and

(2) how do we measure TE? Our goal was to develop and examine a hierarchical

measurement model of TE and extract and validate those factors that TE comprises. The

following sections are organized as bellows. We first discuss the dimensionality of TE.

Then we introduce the scale development procedures. After this, we present three sub-

studies three sub-studies on scale development; note that each study has its own detailed

methods for data collection, data analysis techniques and results. In sub-study 1, we

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generated items from the extant literature and qualitative studies (from Chinese and North

American cruise tourists). Sub-study 2 describes item purification and how the TE scale

was refined using an online panel and Amazon Mechanical Turk (MTurk). Sub-study 3

validated the factor structure of TE scale using responses from North American cruise

tourists.

3.2 Tourist Engagement Dimensions

Our study proposed that TE is a multidimensional construct containing cognitive,

emotional, and behavioral components, which is supported by previous studies

(Hollebeek et al., 2014; Kahn, 1990; So et al., 2014; Vivek, 2009). Besides, the

expression of these three components varies based on the different contexts (e.g., online

community, social media, and tourism destination). Instead of pre-defining the

dimensions of TE, we used an exploratory approach that allowed the dimensions to

emerge from empirical studies. We did not want to rule out any possibilities in

measurement at this early stage nor measure the scale development of engagement

constructs like employee engagement (Rich, Lepine, & Crawford, 2010) and customer

engagement (e.g., Hollebeek et al., 2014; So et al., 2014; Vivek, 2009).

Moreover, the literature also suggests a wide use of a reflective approach when

developing the CE scale. Herein, TE is also conceptualized and would be measured as a

higher-order (second-order) construct. Specifically, the measurement of TE comprises

three different levels of a reflective model: an indicator level, a dimensional level, and an

overall level. Note that in a reflective model, indicators are manifestations of the latent

constructs and caused by the latent constructs, while in a formative model, indicators

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define features of the latent constructs and cause the latent construct (Jarvis, Mackenzie,

& Podsakoff, 2003). Similar to these previous studies, our study used a reflective model

when developing the measurement scale of TE.

3.3 Scale Development Procedures

Scale development followed the guidelines recommended by Netemeyer et al. (2003)

and Churchill (1979): item generation (sub-study 1), scale purification (sub-study 2) and

scale validation (sub-study 3). Both quantitative and qualitative methods were adopted

for scale development, which also aligns with the exploratory design used in the

marketing literature, considered useful “for exploring relationships when study variables

are unknown; developing new instruments, based on initial qualitative analysis;

generalizing qualitative findings; and refining or testing a developing theory” (Harrison

& Reilly, 2011, p.15). We used this approach because engagement remained

underexplored as a construct in service industries, especially tourism. As well, the

relationships between engagement and other constructs were unknown and required

further investigation. Table 3-1 displays the scale development process and analysis

methods used in our study.

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Table 3- 1. Scale development process and analysis methods.

Study Purpose Method Analytical tool Criteria Expected

outcomes

1 Item

generation

Literature review

Qualitative study:

• Selection criterion: tourists who have had at least

one cruise experience in the past five years

• Data collection: in-depth interviews and focus

groups

• Participants: 10 Chinese and 9 Caucasian

Nvivo 10.0 • Content validity

• Readability Item pool

2 Scale

purification

Quantitative study:

• Selection criterion: tourists who have had at least

one cruise experience in the past two years.

• Data collection: online survey

• Participants: 264 cruise tourists from an online

panel and Amazon Mechanical Turk

SPSS 24.0

(EFA)

• Dimensionality

• Construct reliability Factor model

3 Scale

validation

Quantitative:

• Selection criterion: tourists who have had at least

one cruise experience in the last 12 months

• Data collection: online survey

• Participants: 329 cruise tourists from Amazon

Mechanical Turk

SPSS 24.0 and

AMOS 24.0

(CFA and SEM)

• Convergent validity

• Discriminant

validity

• Predictive validity

Measurement

scale

Note: EFA= exploratory factor analysis, CFA= confirmatory factor analysis, SEM=Structural equation modeling.

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In sub-study 1, we generated initial measurement items by combining deductive and

inductive approaches. Specifically, a deductive approach generates items from extant

literature and existing scales while an inductive method develops items from the

viewpoint of the target individuals (Kapuscinski & Masters, 2010). The former requires a

clear understanding of the literature and is appropriate when a relevant theory exists

(Hinkin, 1995). Although engagement has not yet been measured in the tourism

destination context, the extant literature provided some examples of measuring CE.

Inductive methods are widely used to explore unfamiliar phenomena (Hinkin, Tracey, &

Enz, 1997), and frequently used methods include interviews, focus groups, and expert

panels (Kapuscinski & Masters 2010). This study used both approaches not only because

we would benefit from relevant literature in CE research, but also to gather opinions from

the target population to explore engagement in tourism.

A comprehensive literature review combined with qualitative studies like interviews

and focus groups should provide sufficient information for item generation. This

combined approach is also common in scale development research in social sciences (e.g.,

Kim, Ritchie, & McCormick, 2011; Lankford & Howard, 1994). This was confirmed in a

recent literature review on scale development studies in Scopus, PsycINFO, and Web of

Science, which found that most (56.2%) used a combination of deductive and inductive

strategies (Morgado, Meireles, Neves, Amaral, & Ferreira, 2017).

To begin, we selected the initial items from the literature on both CE and constructs

like participation and involvement. Items from CE studies constituted an important

component for the final item pool. Items generated from the qualitative study and that

overlapped with the CE literature were retained only after modifying the wording.

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However, we used participation and involvement to ensure that we did not measure

similar constructs. For instance, if items generated from the qualitative study did not

reflect TE but measured aspects of similar constructs, they were excluded from the item

pool. However, items from research on participation and involvement were not included

in the final item pool. In addition, for the qualitative study using interviews and focus

groups, participants were recruited from among North American (a mature cruise market)

and Chinese cruise tourists (an emerging cruise market) for the generalizability of

measurement scale. After combining items from the literature and the qualitative study,

the initial items were presented to an expert panel for deletion and modification based on

the definition of TE. Sub-study 1 examined the conceptual consistency of each item to

generate a manageable number of measurement items (53 items) for scale purification in

sub-study 2.

Sub-study 2, item purification, identified the underlying dimensionality of TE scale

using exploratory factor analysis (EFA) (Yong & Pearce, 2013). The rationale lays in its

ability to group items into meaningful subsets measuring different factors (Worthington

& Whittaker, 2006). This allowed us to eliminate items that did not measure an intended

factor or that measured more than one factor at a time. This process indicated the

reliability of the measurement scale for “consistency, stability and repeatability of results”

(Twycross & Shields, 2004, p. 36).

Sub-study 3 adopted confirmatory factor analysis to check construct validity, which

refers to “the degree to which a measure assesses the construct it is purported to assess”

(Peter, 1981, p. 134). Construct validity was examined using both convergent and

discriminant validity. Besides, structural equation modeling (SEM) was used for the

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validity test examining TE’s relationship with tourist behavioral intention. CFA verified

the TE factor structure found through EFA and also checked for any significant

modifications needed before SEM. North American cruise tourists were used as samples

in these two steps.

3.4 Sub-Study 1: Item Generation

3.4.1 Measurement Items Generated from the Literature

The goal of this process was to clearly identify how extant scales of relevant

constructs could be used to develop a TE scale. The extant literature does provide a few

empirical studies of engagement measurement in consumer behavior. For instance, by

asking consumers to associate their engagement with some activity like shopping,

makeup, eating breakfast, or listening to music with some brands, Vivek (2009)

developed a three-dimensional, 10-item measurement of CE that included enthusiasm,

conscious participation, and social interaction. Specifically, enthusiasm indicates strong

excitement or zeal, which includes both cognitive and affective elements (Vivek, 2009).

Conscious participation focuses on the relationship between the activity consumers are

engaged in and their awareness level. Social interaction (with others) shows that

customer engagement level might differ if consumers interact with others during their

activities.

Hollebeek et al. (2014) also developed a three-dimensional, 10-item measurement of

CBE but in social media settings, and included cognitive processing, affection, and

activation. Dimension 1, cognitive processing refers to "a consumer's level of brand-

related thought processing and elaboration in a particular consumer/brand interaction"

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(Hollebeek et al., 2014, p.154). The term emphasizes what customers think as they use

the brand, and this “cognitive processing” happens because customers are interested

enough to get involved. Affection was defined as “a consumer’s degree of positive brand

related affect in a particular consumer/brand interaction” (p.154). The last dimension,

activation, was first proposed by Hollebeek (2011b) based on in-depth interviews and

focus groups, and then empirically tested in Hollebeek et al. (2014). Activation happens

when customers become engaged in the co-production process (Etgar, 2008), when

customers choose the levels of activities in which they want to participate.

Another scale development study of CE was conducted by So et al. (2014), using

hospitality and airline brands and resulting in a five-dimensional, 25-item measurement:

attention, absorption, enthusiasm, interaction, and identification. Attention refers to the

invisible material resource (like time or cognitive availability) that the subject (tourist)

can assign to or focus on the object in multiple ways in a period (Rothbard, 2001; So et

al., 2014). Absorption in So et al. (2014) has been studied both in employee engagement

and marketing. Specifically, in employee engagement, absorption refers to “being fully

concentrated and deeply engrossed in one’s work, whereby time passes quickly and one

has difficulties with detaching oneself from work” (Schaufeli et al., 2002, p. 75). In

marketing, absorption is recognized as a pleasant state when consumers are fully

concentrated and happy, feeling time fly during interaction with a brand (Patterson et al.,

2006). Enthusiasm was measured using similar items in Vivek (2009). Enthusiasm

emphasizes a positive emotion caused by engagement at a specific time, or a feeling of

short duration. It refers to “an individual’s strong level of excitement and interest

regarding the focus of engagement” (So et al., 2014, p. 5). Interaction indicates

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fundamental engagement between the subject and the object, defined as "a customer’s

online and off-line participation with the brand or other customers outside of purchase”

(So et al., 2014, p. 6). Different types of interactions facilitate customers’ sharing and

exchanging behaviors concerning their ideas feelings and experiences towards a brand

(Vivek, 2009) and constitute a critical part of customer engagement behavior. The final

dimension, identification, is a customer identifying with a brand (So et al., 2014). This

identification is theoretically part of the social identity theory; in CE, it indicates that

customers connect self-image with brand image.

In considering the literature on customer participation (Wang et al., 2007; Wu, 2010)

and involvement (Gursoy & Gavcar, 2003; Kyle, Absher, Hammitt, & Cavin, 2006), we

identified an initial pool of 25 sub-dimensions and 86 items after deleting overlapping

items: (1) 11 sub-dimensions and 37 items from CE literature and (2) 14 sub-dimensions

and 49 items from the literature on customer participation and involvement (see Figure 3-

1 and Appendix 1).

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Figure 3-1. The summary of items from relevant literature.

Note: Some of the measurement items overlapped in different dimensions.

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3.4.2 Measurement Items Generated from the Qualitative Study

Our qualitative study obtained opinions from the target population, exploring how

they perceived engagement during their trip. We then added key themes or content to TE

scale. A qualitative approach allows more flexible investigation of research problems

through revealing in-depth information, explaining complex meanings, and depicting

holistic pictures of the phenomena in the inquiry (Creswell, 1998). The techniques

widely used in marketing include, in descending order, qualitative questionnaires, case

studies, focus groups, observation, content analysis and secondary data (Hanson &

Grimmer, 2007). In this study, we used in-depth interviews and focus groups.

All participant recruitment was approved by the Research Ethics Board of the

University of Guelph, including recruitment channels, incentives, and confidentiality (see

the recruitment letter in Appendix 2). Participants were recruited from both Chinese and

North American cruise tourists using convenience sampling and snowball sampling

methods. On the one hand, we used personal networks to seek respondents and asked

them to recommend friends or family who might participate in the study. We also posted

recruitment advertisements on social media platforms like Wechat and Facebook and on

websites like Kijiji.ca, www.craigslist.ca, and www.qyer.com, ctrip.com. (See the

recruitment letter in Appendix 2)

The same open-ended questions (see details in Appendix 3) were asked in interviews

of focus group participants, although we did formulate additional questions to obtain and

confirm participant answers during data collection. This process lasted from May 2016 to

August 2016. The target participants were at least 25 years old who have had at least one

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cruise experience in the last five years, who are defined as current-cruisers by Park and

Petrick (2009).

Specifically, each focus group lasted for 120 to 150 minutes, and each interview was

about 45 to 60 minutes. Each participant was offered 20 dollars as compensation.

Questions were developed based on the key components of TE, focused on understanding

tourist experiences with value co-creation during the cruise. Participants were asked to

describe their last travel experience, their motivations, activities in which they

participated on-site, and perceptions of interactions with the employees, fellow tourists,

and their companions. Specifically, questions focused on understanding how these

tourists behaved, acted, and performed when interacting with others, their memorable

moments, motivations, emotions, and their reflections. In addition, they were asked to

share three to five pictures from the cruise, which represent their memorable experiences

(e.g., impressive or happy moments), telling the story behind each picture. Note that the

method of photo-elicitation has been considered as a useful approach to trigger

participants’ memories, values, and beliefs in tourism research (Cederholm, 2004; Scarles,

2010; Schwartz, 1989). This process allowed us to investigate one or two scenarios when

participants felt most engaged during the trip. If other people appeared in any of the

pictures, participants were requested to ask for permission from the subjects to use the

photographs. Participants were assured that their personal information and pictures would

not be published. All participants were assigned ID numbers to ensure data remained

confidential. North American participants were interviewed in English, while Chinese

participants were interviewed in Mandarin (questions were translated into Chinese).

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We stopped recruitment when no new information emerged from either interviews or

focus groups. In the end, a total of 19 tourists participated in the qualitative study: 10

Chinese (five in-depth interviews and one focus-group of five participants) and nine

North Americans (five in-depth interviews and one focus-group of five participants).

Note that one North American participant was interviewed and invited to the focus group

because of her rich experience in cruise tourism (23 cruise trips). Tables 3-2 and 3-3

display some basic information on the respondents.

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Table 3-2. The summary of the Chinese respondents (N=10).

Data

collection ID Gender Last cruise Cruise company Days Destinations

People in

group

Expenditure

(CAD $)

Cruise

experience

In-depth

interview

1 F August 2016 Princess Cruises 5 1 5 600 1

2 F August 2016 Princess Cruises 5 1 5 660 1

3 F August 2016 Royal Caribbean 5 2 9 / 1

4 F May 2016 Royal Caribbean 5 1 5 1200 1

5 M January 2014 Norwegian Cruise 5 1 7 / 2

Focus

Group

6 F December 2015 Royal Caribbean 15 6 2 5000 5

8 M May 2016 Royal Caribbean 5 1 2 1200 1

9 M July 2016 Royal Caribbean 5 1 6 1000 1

10 F June 2016 Royal Caribbean 5 1 9 800 1

11 F October 2015 Royal Caribbean 5 2 4 1100 1

Note: Respondent # 7 quitted during the focus group. F=Female, M=Male.

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Table 3-3. The summary of the North American respondents (N=9).

Data

collection ID Gender Last cruise Cruise company Days Destinations

People

in group

Expenditure

(CAD $)

Cruise

experience

Interview

1* F April 2016 Princess Cruises 17 5 2 1675 20-25

2 F July 2016 Carnival Cruises 8 5 2 1150 1

3 F June 2016 Carnival cruises 11 6 3 / 2

4 F August 2011 Royal Caribbean 10 / 15 / 4

5 F December 2013 Royal Caribbean 5 2 3 / 2

Focus

group

6* F April 2016 Princess Cruises 17 5 2 1675 20-25

7 M April 2016 Princess Cruises 17 5 2 / 6

8 M August 2011 Carnival Cruises 5 2 2 / 3

9 F August 2011 Carnival Cruises 5 2 2 / 3

10 M November 2015 Royal Caribbean 6 2 2 / /

Note: * One respondent participated in both interview and focus group: ID No. 1 and 6. This participant was included because of her rich experience in cruise

tourism. F=Female, M=Male.

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The interview audio was manually transcribed. Content analysis, which focuses on

communication contents in written, verbal, or visual formats (Cole, 1988), was adopted to

generate potential items. Considering engagement as an underexplored phenomenon in

tourism, an inductive content analysis approach was used wherein coding categories

emerged from the data text directly (Vaismoradi, Turunen, & Bondas, 2013). As

suggested by Elo and Kyngäs (2008), the inductive approach includes a preparation phase;

deciding the unit of analysis; interpreting the data by open coding, coding sheets,

grouping, categorization, and abstraction; and then proposing a model, conceptual system,

and finally categories or conceptual map.

Specifically, Nvivo (version 10.0), a qualitative data analysis software was used for

data analysis. Nvivo is useful for writing memos on particular parts of documents;

creating codes using research objectives; and drawing text to code, link text easily to the

original documents (Welsh, 2002). Baralt (2012) provides a very good example of coding

qualitative data with Nvivo using the following steps: (1) first iteration followed by open

coding; (2) coding all data and developing themes; (3) establishing relationships; (4)

establishing patterns; and finally (5) interpreting the findings. Following the similar steps,

six main themes containing 20 sub-dimensions and 100 items were generated from the

qualitative study. Figure 3-2 shows the final results of qualitative data analysis.

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Figure 3-2. The summary of items from the qualitative study.

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3.4.3 Synthesizing Items Generated from Both Sources

By combining the items generated from the literature review with those from the

interviews and focus groups, this study developed an initial item pool of 137 items for

measuring TE: 37 came from the CE literature and 100 from the qualitative study. We

then synthesized the items from both sources to reduce the number of items aligned with

the definition of TE, thus showing it was distinct from customer participation and

involvement. The synthesis allowed themes to emerge. For instance, if an item from the

qualitative study had the same meaning as an item from the literature although expressed

differently, the item was retained after modification to fit this tourism context. If an item

emerged from the qualitative study that measured similar constructs and was not aligned

with the definition of TE, that item was dropped. This resulted in 62 preliminary items.

The next step was expert validation with a goal of developing items that adequately

represent TE. An expert review survey (see Appendix 4) was sent out to four faculty

members and three Ph.D. students. A clear definition of TE was presented to the

academic audience at the beginning of the survey to avoid any misunderstandings of the

concept. The academic audience was asked to comment on readability and

representativeness, providing suggestions for item refinement. The readability check

ensured the use of clear, unambiguous language, minimal offensive information and bias,

and avoided double-barreled statements (Gehlbach & Brinkworth, 2011). Readability was

rated using a five-point Likert scale: 1 = poor, 5 = excellent. The representativeness

criterion ensured that items reflected the meaning of the research construct, thus

providing a content validity check (Richins, 2004). The expert panel rated 1 = not very

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representative of TE and 5 = very representative of TE. A final list of 53 items was used

for purification in study two (see Table 3-4).

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Table 3-4. Items used for scale purification.

1 This destination(s) I visited during this cruise trip was among my favorite

destinations when I am traveling.

2 I felt very positive when I was on this cruise trip.

3 I enjoyed socializing with like-minded people during this cruise trip.

4 I actively participated in my favorite activities during this cruise trip.

5 I was excited when I was on this cruise trip.

6 I did not want to miss any moment of this cruise trip.

7 I tend to spend more time in the destination(s) in this cruise trip than other places I

travel.

8 I was enthusiastic each day to make this cruise trip more memorable.

9 I was proud that I traveled to the destination(s) I visited during this cruise trip.

10 I thoroughly enjoyed exchanging small talk with other people during this cruise trip.

11 Time flew by quickly on this cruise trip.

12 I felt happy when I was on this cruise trip.

13 I wanted to learn as much as I could about my destination(s) during this cruise trip.

14 I found my cruise trip experience extremely rewarding.

15 I felt relaxed when I was on this cruise trip.

16 I was quite content with my life while I was on this cruise trip.

17 My life felt amazing when I was on this cruise trip.

18 Even participating in common activities (e.g. walking, swimming and bicycling) made

me fulfilled during this cruise trip.

19 I continue to feel excited about this cruise trip because it was one of the most

memorable experiences of recent years.

20 I enjoyed capturing (e.g. photos, videos) memorable moments during this cruise trip.

21 I found all aspects of the cruise trip appealing.

22 I was completely involved in all of the activities I engaged in during this cruise trip.

23 I spontaneously engaged in many activities during this cruise trip.

24 During my cruise trip, my attention was focused entirely on travel activities.

25 I felt detached from the world around me during this cruise trip.

26 I felt totally immersed in travel activities during this cruise trip.

27 I felt personally connected to employees (e.g. casino staff, pub staff, restaurant staff)

during this cruise trip.

28 I was pleased when my comments or suggestions were answered during this cruise

trip.

29 It was fun to do something unplanned during this cruise trip.

30 I was more than willing to participate in unusual activities during this cruise trip.

31 I felt comfortable approaching employees when I needed help.

32 I was competent in dealing with unexpected problems during this cruise trip.

33 I liked sharing the information (e.g., restaurant, lodging, discount) that I found during

the cruise trip with other tourists.

34 It was fun to participate in spontaneous activities with others during this cruise trip.

35 I enjoyed doing things with others to make my cruise trip more pleasurable.

36 Socially interacting with others made me happy during this cruise trip.

37 I made some friends during this cruise trip.

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38 I was comfortable approaching people I did not know during my cruise trip.

39 I enjoyed sharing my travel experiences with others during this cruise trip.

40 I was emotionally moved by what employees did for me during this cruise trip.

41 I was impressed by the employees' enthusiasm during this cruise trip.

42 I spent time reflecting on the relationships I made during this cruise trip.

43 I was highly motivated by others to participate in activities during this cruise trip.

44 I participated in activities that I usually do not engage in during this cruise trip.

45 I was curious to learn more about my surroundings when I was on this cruise trip.

46 My time was fully occupied with enjoyable activities during this cruise trip.

47 I felt welcomed by the employees I interacted with during this trip.

48 I loved exploring the destination(s) as much as I could.

49 Traveling with friends or family made my experience more fun.

50 This was an amazing cruise trip because I was able to travel with my friends and/or

family.

51 I encouraged my companions to participate in travel activities during this cruise trip.

52 I learned a lot about my companions during this cruise trip.

53 I grew closer to the people I traveled with during this cruise trip.

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3.5 Sub-Study 2: Scale Purification

3.5.1 Survey Design

Before conducting a large-scale purification study, we conducted a pre-test using 10

university students and 27 respondents from Amazon Mechanical Turk (MTurk), an

online platform, to check issues like survey logic, format, and typographical errors. For

formal purification, the intention of the questionnaire was to measure participant

experiences with a cruise trip as a whole. In addition to the 53 TE items, the survey

contained measurement items from other key constructs, such as three items for

behavioral intention (Hosany & Witham, 2010; Petrick, 2004). Participants were asked to

recall their most recent cruise experience and, for TE, rate their perception of each item

in a five-point Likert scale anchored with strongly disagree (1) and strongly agree (5);

behavioral intention was assessed in a seven-point Likert scale.

There is some debate about whether using a Likert scale is suitable for performing

factor analysis (based on the assumption of interval data) because Likert scales were

originally designed as ordinal scales. However, as Clason and Dormody (1994) argued,

the Likert scale can be considered interval data if we assume well-constructed and equal

distances between values on the scale. Using a Likert scale also brings up the issue of

whether the midpoint influences measurement reliability and validity (Tsang, 2012).

Much evidence lies on both sides of this debate; with or without midpoints, Likert scales

are acceptable because the midpoints likely have little impact on reliability and validity

(Tsang, 2012). The meaning of the midpoint must be defined and they should be used as

precisely as possible. Midpoints could be stated as "neither agree nor disagree",

"undecided", "don't know", or "no opinion" (Raaijmakers, Hoof, Hart, Verbogt, &

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Wollebergh, 2000). In this study, we included a midpoint defined in seven-point scales as

4 = “neither agree nor disagree” and in five-point scales as 3 = “neither agree nor

disagree”. The advantage of a midpoint is that it gives respondents space to make a

decision instead of forcing them to choose between agreeing or disagreeing.

3.5.2 Data Collection

Data were collected employing a self-administered questionnaire from one of two

sources: a limit-access online panel and Amazon MTurk. The online panel is owned by

the Centre for Tourism Research in Prince Edward Island (PEI), which has more than

20,000 respondents who have either visited Prince Edward Island or asked for travel

information about it. Using two data sources benefitted our research by providing a more

heterogeneous sample for factor analysis than is possible with a homogeneous sample,

which might decrease variance and factor loadings (Kline, 1994).

The data were collected over a three-week period. Respondents were only eligible to

participate if (1) they were at least 25 years old, (2) the total household income before

taxes in 2016 was more than USD$ 40,000, and (3) they have taken at least one cruise

trip in the last two years. These selection criteria were chosen to fit the profile of North

American cruise travelers (CLIA, 2015). 638 respondents clicked on the survey link

through PEI research center, out of which 202 were eligible and completed the survey.

100 survey tasks were published and completed through Amazon MTurk, while only 62

usable surveys were kept after eliminating invalid responses. As a result, the final dataset

contained 264 observations: 202 from the PEI online panel and 62 from Amazon MTurk.

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For sample sizes intended for factor analysis, generally the bigger sample the better.

The preference for large samples arises from the fact that scale variance caused by

specific respondents may be eliminated by random effects as sampling size increases

(Tabachnick & Fidell, 2007). Our sample size was adequate for several reasons. First,

previous researchers chose similar sample sizes for initial item purification: 200

respondents for a 97-item instrument (Parasuraman, Zeithaml, & Berry, 1988); 308

respondents for 125 items (Choi & Sirakaya, 2005). Also, the item-to-response ratio in

our study was about 1:5, which is within the recommendation for ratios ranging from 1:3

(Cattell,1978) to 1:10 (Gorsuch, 1983). In addition, other researchers have also suggested

a sample size of 150 participants to be enough if the dataset contains certain high factor

loading scores (> .80) (Guadagnoli & Velicer, 1988) or if item intercorrelations are

strong (Guadagnoli & Velicer, 1988).

3.5.3 Data Analysis

The data were analyzed using SPSS 24.0. The first step was to examine the

distributions of the items, ensuring that the assumptions of multivariate analysis were met.

Results showed that (1) the skewness of TE items ranged from -1.842 to 0.022 and the

kurtosis ranged from -0.781 to 5.82, and (2) the skewness of behavioral intention items

ranged from -1.571 to -1.348 and the kurtosis ranged from 1.575 to 2.734. Both were

within the threshold values (skewness < |2|, and kurtosis < |7|) as suggested by West,

Finch, and Curran (1995). (see the skewness and kurtosis results of the 53 TE items in

Appendix 5). In addition, our study checked the multicollinearity by analyzing all the 53

TE items and three behavioral intention items in the model. The variance of inflation

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factors (VIFs) results indicated no multicollinearity issue, as all the VIFs were smaller

than the suggested threshold value of 10 (Kline, 2005).

To determine if the sample was suitable for EFA, our study conducted Kaiser-Meyer-

Olkin (KMO) and Bartlett’s Test of Sphericity with all original items. KMO provides

support for sampling adequacy, which ranges from 0 to 1, with a minimum value of 0.60

(Tabachnick & Fidell 2007). Bartlett’s Test determined if sufficient correlations existed

among variables at a significant level (p<0.05) (Hair, Black, Babin, Anderson, & Tatham

2006). This dataset was appropriate for factor analysis: KMO Sampling Adequacy test =

0.933 and Bartlett's test was significant (p<0.001). EFA was thus used for item reduction

in scale purification.

In this study, we used principle components EFA with Varimax rotation. A

correlation matrix was first computed to identify how each TE item correlated to others.

Items with correlations below 0.40 in absolute value were deleted (Hedderson & Fisher,

1993). One item was removed for low correlation. To determine the factor structure and

which items to retain, eigenvalue (>1), factor loading (>0.40), and a scree plot were used

in an iterative process. Items with low factor loading (<0.40) or high cross loading (>0.40)

were eliminated (Hair et al., 2006). However, EFA has no absolute rules for deleting or

retaining items because retained items must also be aligned with the factor on which it

loads.

3.5.4 Study Results

With this recursive process to meet all the criteria and achieve highly explained

variance, this study resulted in a five-factor model with 26 items. Specifically, the scree

plot (see Figure 3-3) shows the eigenvalues of all factors. The number of factors to retain

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was between 5 and 6 when the curve started to go flat. Because the eigenvalue must be

greater than 1, this study adopted a five-factor model. This factor structure explained 64%

of the total variance, which exceeded the minimum acceptable level of 60% as suggested

by Hinkin et al. (1997). (See details in Table 3-5).

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Figure 3-3. The scree plot of EFA.

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Table 3-5. The EFA results of TE scale (N=264).

Factor/item Factor

loading

Eigenvalue Variance

explained

(%)

Corrected

item-to-total

correlation

Communalities Cronbach's

alpha

Factor 1. Social interaction

10.396

39.985

.900

36. Socially interacting with others made me happy

during this cruise trip.

.757

.754 .724

38. I was comfortable approaching people I did not

know during my cruise trip.

.748

.703 .708

37. I made some friends during this cruise trip. .743

.715 .751

3. I enjoyed socializing with like-minded people

during this cruise trip.

.718

.702 .730

10. I thoroughly enjoyed exchanging small talk

with other people during this cruise trip.

.713

.755 . 718

39. I enjoyed sharing my travel experiences with

others during this cruise trip.

.684

.725 .661

33. I liked sharing the information (e.g., restaurant,

lodging, discount) that I found during the cruise

trip with other tourists.

.524

.624 .656

Factor 2. Immersed involvement

2.083

8.010

.860

6. I did not want to miss any moment of this cruise

trip.

.805

.758 .736

4. I actively participated in my favorite activities

during this cruise trip.

.715

.629 .569

22. I was completely involved in all of the activities

I engaged in during this cruise trip.

.660 .681 .610

8. I was enthusiastic each day to make this cruise

trip more memorable.

.624

.638

.568

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20. I enjoyed capturing (e.g. photos, videos)

memorable moments during this cruise trip.

.586 .583 .475

18. Even participating in common activities (e.g.

walking, swimming and bicycling) made me

fulfilled during this cruise trip.

.563

.636 .550

Factor 3. Novelty-seeking 1.661

6.388

.839

30. I was more than willing to participate in

unusual activities during this cruise trip. .768 .694 .713

29. It was fun to do something unplanned during

this cruise trip. .706 .618 .612

34. It was fun to participate in spontaneous

activities with others during this cruise trip. .641

.702 .721

23. I spontaneously engaged in many activities

during this cruise trip. .546 .630 .573

44. I participated in activities that I usually do not

engage in during this cruise trip. .503

.598

.507

Factor 4. Interaction with employees

1.416

5.447

. .794

40. I was emotionally moved by what employees

did for me during this cruise trip.

.758

.626 .697

41. I was impressed by the employees' enthusiasm

during this cruise trip.

.757

.684 .688

27. I felt personally connected to employees (e.g.

casino staff, pub staff, restaurant staff) during this

cruise trip.

.710

.611

.642

31. I felt comfortable approaching employees when

I needed help.

.455 .479 .486

47. I felt welcomed by the employees I interacted

with during this trip.

.444

.499 .448

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Factor 5. Relatedness 1.125 4.326

.800

52. I learned a lot about my companions during this

cruise trip.

.802

.729 .750

53. I grew closer to the people I traveled with

during this cruise trip.

.720

.676 .710

42. I spent time reflecting on the relationships I

made during this cruise trip.

.585

.541 .679

Note: KMO Sampling Adequacy test = 0.921; Bartlett's Test of Sphericity: 2 = 3620.810, p <0.001; Total variance explained = 64.16%.

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Table 3-5 displays the results of EFA for scale purification, including factor loadings,

eigenvalues, variance explained (%) for each factor, corrected item-to-total correlation,

commonalities, and reliability alpha. All factor loadings were higher than 0.40. The

Cronbach’s alpha, ranging from 0.794 to 0.900, met the traditionally acceptable value of

0.70 (Hair et al., 2006). Moreover, all the item-to-total correlations ranged from 0.479 to

0.758, higher than the cut-off point of 0.30, indicating good internal consistency.

In addition, the common method bias was also considered, referring to the extent to

which variance between correlations were the result of the measurement method, not the

constructs being measured (Meade, Watson, & Kroustalis, 2007). Several methods can be

used to avoid the common method bias, such as shuffling the questions during the survey

design, using multiple scales, negatively-worded questions, marker variables, different

data collection times, and Harman’s one-factor test (Podsakoff, MacKenzie, Lee, &

Podsakoff, 2003). We purposefully collected data from two different sources and used

multiple scales during data collection. Also, using Harman's one-factor test, principal

component analysis results showed no one factor (the first factor) that accounted for more

than 50% of the variance (Podsakoff et al., 2003).

The five factors were labeled as Factor 1: Social Interaction (SI); Factor 2: Immersed

Involvement (II); Factor 3: Novelty-seeking (NS); Factor 4: Interaction with Employees

(IE); and Factor 5: Relatedness (RL). See the details of remaining items in Table 3-5. The

first factor, social interaction (seven items, x̄= 3.84, eigenvalue=10.396), explained

39.985% of the variance. It comprised items describing tourist sharing, exchanging, and

socializing during a trip. The second factor, immersed involvement (six items, x̄=4.07,

eigenvalue=2.083), explained 8.010% of the total variance. It contained items describing

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how immersed and absorbed tourists were in different activities during a memorable

experience. The third factor, novelty-seeking (five items, x̄=3.65, eigenvalue=1.661),

explained 6.388% of the total variance. It incorporated items illustrating how tourists are

attracted to unplanned, unusual, or unexpected encounters/activities. The fourth factor,

interaction with employees (five items, x̄=3.78, eigenvalue=1.416), explained 5.447% of

the total variance. These items described tourist perceptions of employee service and

interaction. The last factor, relatedness (three items, x̄=3.49, eigenvalue=1.125),

explained 4.326% of the total variance. It focused on tourist relationship with

companions (the people with whom they traveled).

To ensure each factor contained sufficient items for CFA in sub-study 3 (Hinkin et

al., 1997), four items from the initial item pool were added to each factor after consulting

with committee members. The newly added items were “when participating in travel

activities, I felt that I was really myself”, “it was joyful to witness how the employees

make other tourists happy”, “I felt a better sense of attachment to my companion(s)”, and

“traveling with a companion made my trip memorable”. This step made it possible to

remove two to four items from each factor while still maintaining a minimum of three

items per construct. Five faculty members reviewed the 30 TE items after some minor

changes in wording. In the end, the validation scale contained 30 items for all five factors:

1. social interaction (seven items); 2. immersed involvement (seven items); 3. novelty-

seeking (five items); 4. interaction with employees (six items); and 5. relatedness (five

items). Some minor changes made the items more succinct. Also, we found it was

possible to collapse two or three factors into one construct in sub-study 3; factors one,

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four, and five all focus on tourist engagement with a relationship, while factors two and

three are both activity related engagement.

3.6 Sub-Study 3: Scale Validation

3.6.1 Survey Design and Data Collection

As Hinkin et al. (1997) suggested, after using EFA to reduce the set of items in a

questionnaire, researchers could use CFA to examine the convergent and criterion-related

validity of measurement scale using a different sample. The data for CFA was collected

from North American cruise tourists through MTurk. The online survey contained 30 TE

items, a variety of constructs (perceived service quality, perceived value, and tourist

satisfaction, see details in Chapter 4) measuring travel experience and personal

information. We used only behavioral intention in this study for the predictive validity

test. Behavioral intention was measured by three items: (1) “the likelihood that I would

recommend this cruise to friends or family members is…”, (2) “if I were to purchase

another cruise, the probability that the vacation would be with XYZ Cruise Line is…”,

and (3) “the likelihood that I would consider purchasing an XYZ cruise again is…”

(Hosany & Gilbert, 2010; Petrick, 2004). TE items were measured on a five-point Likert

scale, while behavioral intention items were measured using a seven-point Likert scale.

Similar selection criteria for participants were applied; screening questions included

(1) age (>25 years old), (2) total household income in 2016 in USD (>$40,000), (3)

cruise experience in last 12 months (at least one), and (4) cruise line used for the recent

cruise vacation. A pilot study with 13 respondents was conducted. Then 415 survey tasks

were published and completed through Amazon MTurk. After data cleaning, we retained

329 usable surveys (see Tables 3-6 and 3-7).

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Table 3-6 provides socio-demographic information on the respondents. Female

tourists (62%) outnumbered male tourists (38%). More than 61% were older than 40

years, with a mean age of 44.9 and a median age of 46.0. Most (63%) had an annual

income of more than 60,000 USD in 2016. For educational background, 33% of

respondents graduated from college (including vocational school) and 58% from

university or graduate school. Most of the participants were married (65%) and white

(85%).

Table 3-7 displays the cruise trip experience of the participants. First-time cruise

tourists (42%) and repeat cruise tourists (58%) were numerically fairly balanced. 33%

had been on 1-3 cruise trips in the last 10 years before this trip, and 16% participants had

taken 4-5 trips. For length of the recent cruise trip, 42% took a 3-5 day trip, and 52% took

a 6-8 day trip. Almost all participants traveled with companions (96%), and 87% were

with1 to 5 people. They commonly traveled with spouses (62%), other family members

(22%), friends (21%), and children under 18 (21%).

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Table 3-6. The socio-demographic information of the respondents (N=329).

Features Variables % Features Variable %

Gender Male 38%

Education

High school or less 9%

Female 62% College, including vocational school 33%

Age

25-29 16% University 35%

30-39 23% Graduate school 23%

40-49 23%

Marriage

Married 65%

50-59 24% Single (never married) 20%

60+ 14% Divorced/Widowed/Separated 13%

Income

$40K-$49K 23% Other 2%

$50K-$59K 14%

Ethnicity

White 85%

$60K-$69K 14% Asian 4%

$70K-$99K 27% Black Canadian/American 7%

$100K-$199K 19% Hispanic or Latino 2%

>$200K 3% Other 2%

Table 3-7. The cruise experience of the respondents (N=329).

Features Variables % Features Variable %

Cruise

experience

First time

cruise tourists 42%

Number of

people you

traveled with

(excluding

yourself)

1-5 87%

Repeat cruise

tourists 58% 6-10

9%

Total number of

cruise in the last

ten years

(excluding this

time)

0 time 42% 11-15 2%

1-3 times 33% 16-20 1%

4-5 times 16% 21 and more 1%

more than 6

times 9%

Travel

companions

Spouse 62%

The length of the

last cruise

3-5 days 42% Companion 16%

6-8 days 52% Children under 18 21%

9-15 days 6% Adult children 9%

16+ days 0% Other family members 22%

Travel with

companions

Yes 96% Friends 21%

No 4% Members of an

organization or group 2%

Note: For the question of travel companions, participants were asked to select all that apply.

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3.6.2 Data Analysis

The assumptions of multivariate analysis were also examined before CFA. Results

showed no distribution and multicollinearity issues: (1) -1.902 <SkewnessTE< -0.142, -

0.745<KurtosisTE<4.911; -1.691<SkewnessBI<-1.196, 1.286<KurtosisBI<3.688; -0.999

<SkewnessPSQ<-0.852, 0.724<KurtosisPSQ<1.003; -1.088<SkewnessPV<-0.798,

0.228<KurtosisPV<1.207; -1.536<SkewnessSAT<-1.117, 2.020<KurtosisSAT<3.214; and (2)

all the VIFs <10 (Kline, 2005; West et al., 1995). See the skewness and kurtosis results in

Appendix 6.

CFA verified the five-factor structure of TE scale; significant modifications were

made to achieve a satisfactory level of model fit. After that, SEM was used to discover

any causal relationship between TE and behavioral intention for evaluating the predictive

validity of TE. This study used SPSS 24.0 and AMOS 24.0 for data analysis.

A descriptive analysis of the 33 measurement items (30 TE items and three

behavioral intention items) generated a basic picture of the data (See Table 3-8). Of the

TE items, 16 have a mean score greater than 4.0. “Traveling with a companion made my

trip memorable”, in the relatedness factor, had the highest mean value (x̄=4.48). The

other 14 TE items had mean scores ranging from 3.0 to 4.0. The lowest mean score (3.08)

was for "I spent time reflecting on the relationships I made" in the relatedness factor. Of

the five factors, the immersed involvement factor had the highest mean value (x̄=4.19),

followed by relatedness (x̄=3.91), social interaction (x̄=3.89), interaction with employees

(x̄=3.88), and novelty-seeking (x̄=3.88).

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Table 3-8. Descriptive statistics for all measurement items (before CFA) (N=329).

Factor/construct Item Mean SD

Social interaction:

seven items;

x̄=3.89

SI1 I enjoyed sharing my travel experiences with others. 4.28 0.79

SI2 I enjoyed socializing with like-minded people. 4.15 0.87

SI3 I liked sharing the trip information (e.g. activities, excursion, shopping) with others. 4.18 0.78

SI4 I made some friends. 3.47 1.13

SI5 I thoroughly enjoyed exchanging small talk with other people. 3.72 0.97

SI6 I was comfortable approaching people I did not know. 3.50 1.11

SI7 Socially interacting with others made me happy. 3.95 0.89

Interaction with

employees:

six items; x̄=3.88

IE1 I felt comfortable approaching employees when I needed help. 4.33 0.78

IE2 I felt personally connected to employees (e.g. casino staff, pub staff, restaurant staff). 3.49 1.01

IE3 I felt welcomed by the employees I interacted with during this trip. 4.33 0.73

IE4 I was emotionally moved by what employees did for me. 3.21 0.96

IE5 I was impressed by the employees' enthusiasm. 4.08 0.80

IE6* It was joyful to witness how the employees make other tourists happy. 3.82 0.94

Relatedness:

five items; x̄=3.91

RL1* I felt a better sense of attachment to my companion(s). 4.13 0.77

RL2 I grew closer to the people I traveled with. 4.14 0.84

RL3 I learned a lot about my companion(s). 3.72 0.96

RL4 I spent time reflecting on the relationships I made. 3.08 1.03

RL5* Traveling with a companion made my trip memorable. 4.48 0.77

Immersed

involvement:

seven items,

x̄=4.19

II1 I actively participated in my favorite activities. 4.15 0.87

II2 I did not want to miss any moment of this trip. 4.23 0.88

II3 I enjoyed capturing memorable moments of this trip (e.g. taking photos). 4.35 0.86

II4 I felt fulfilled even when participating in common activities (e.g. walking, swimming,

bicycling).

4.17 0.75

II5 I was completely involved in all of the activities I participated in. 3.99 0.78

II6 I was enthusiastic each day to make this trip memorable. 4.27 0.80

II7* When participating in travel activities, I felt that I was really myself. 4.18 0.77

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Novelty-seeking:

five items, x̄=3.88

NS1 I participated in activities that I usually do not engage in. 3.76 1.05

NS2 I spontaneously engaged in unexpected activities. 3.79 0.96

NS3 I was more than willing to participate in unusual activities. 3.85 0.88

NS4 It was enjoyable to participate in spontaneous activities with others. 3.90 0.86

NS5 It was fun to do something unplanned. 4.12 0.82

Behavioral

intention:

three items,

x̄=5.97

BI1 The likelihood that I would recommend this cruise to friends or family members is 6.14 1.09

BI2 If I were to purchase another cruise, the probability that the vacation would be with

XYZ Cruise Line is

5.83 1.24

BI3 The likelihood that I would consider purchasing an XYZ cruise again is 5.95 1.22

Note: * were newly added items for study 3. SI=social interaction, IE=interaction with employees, RL=relatedness, II=immersed involvement, NS=novelty-

seeking, BI=behavioral intention.

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The data was then computed in AMOS for CFA to examine the relationship between

the measurement item and latent factors in TE by using a five-factor, first-order model as

suggested in EFA. Specifically, items with low standardized factor loadings (<0.60) and

high standardized residue (Hair et al., 2006) were deleted. The t-values of factor loadings

for the remained items were all significant (p<0.001), demonstrating a satisfactory level

of convergent validity (Anderson & Gerbing, 1988). After CFA, 16 TE items remained.

Also, a series of modifications improved the model fit. See the descriptive statistics for

the remaining 16 TE measurement items in Table 3-9. Herein, the immersed involvement

factor has the highest mean score (4.19), followed by relatedness (x̄=4.00), novelty-

seeking (x̄=3.92), social interaction (x̄=3.72), and interaction with employees (x̄=3.70).

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Table 3-9. Descriptive statistics for the remained 16 TE measurement items (after CFA) (N=329).

Factor Item Mean SD

Social interaction:

three items; x̄=3.72

SI5 I thoroughly enjoyed exchanging small talk with other people. 3.72 0.97

SI6 I was comfortable approaching people I did not know. 3.50 1.11

SI7 Socially interacting with others made me happy. 3.95 0.89

Interaction with

employees:

three items; x̄=3.70

IE4 I was emotionally moved by what employees did for me. 3.21 0.96

IE5 I was impressed by the employees' enthusiasm. 4.08 0.80

IE6 It was joyful to witness how the employees make other tourists happy. 3.82 0.94

Relatedness:

three items; x̄=4.00

RL1 I felt a better sense of attachment to my companion(s). 4.13 0.77

RL2 I grew closer to the people I traveled with. 4.14 0.84

RL3 I learned a lot about my companion(s). 3.72 0.96

Immersed

involvement:

three items, x̄=4.19

II5 I was completely involved in all of the activities I participated in. 3.99 0.78

II6 I was enthusiastic each day to make this trip memorable. 4.27 0.80

II7 When participating in travel activities, I felt that I was really myself. 4.18 0.77

Novelty-seeking:

four items, x̄=3.92

NS2 I spontaneously engaged in unexpected activities. 3.79 0.96

NS3 I was more than willing to participate in unusual activities. 3.85 0.88

NS4 It was enjoyable to participate in spontaneous activities with others. 3.90 0.86

NS5 It was fun to do something unplanned. 4.12 0.82

Note: SI=social interaction, IE=interaction with employees, RL=relatedness, II=immersed involvement, NS=novelty-seeking.

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3.6.3 Testing Possible Models and the Hierarchy of Tourist Engagement Scale

The remaining 16 TE items were further examined to establish a model structure and

the hierarchy of TE scale. CFA is a powerful tool for assessing goodness-of-fit of

competing models, among them are (1) a null model with no correlations among

observed variables and where all items load on independent factors; (2) a one-factor

model where the observed indicators load onto a single factor; and (3) a multi-trait model

where each item loads only on the proper factor (Bollen, 1989; Jöreskog & Sörbom,

1989). Having established the five factors of TE scale in sub-study 2, sub-study 3

explored possible models by testing a one-factor model and a series of multi-trait models.

To choose the multi-trait models to test in this study, we used a partial-

disaggregation method for CFA, which has been a part of other scale development studies

(e.g., Dabholkar, Thorpe, & Rentz, 1995; Sweeney & Soutar, 2001). The partial-

disaggregation approach is a compromise between two extremes: disaggregation and

aggregation. Disaggregation considers measurement items as individual indicators of

factors, while aggregation considers all items aggregate to one composite for a factor

(Bagozzi & Foxall, 1996; Marsh & Hocevar, 1985). Partial-disaggregation allows

researchers to categorize items into composites to reduce random errors while still

maintaining the advantages of structural equations. In this step, we also considered the

possibilities of collapsing factors into one dimension: SI, IE, and RL highlight

relationship-related TE for one construct, and II and NS focus on activity-related TE for

another construct. Thus, we tested a series of models (see Figure 3-4):

• Model 1: A one-factor, first-order model with the observed indicators loading on a

single factor;

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• Model 2: A five-factor, first-order model with SI, IE, RL, II, and NS as the five

dimensions of TE (based on the result of EFA in study two);

• Model 3: A four-factor, first-order model with measurement items II and NS

collapsed into one dimension, which we called activity-related tourist engagement

(ATE); SI, IE, RL, and ATE thus became the four dimensions of TE;

• Model 4: A four-factor, first-order model with II and NS as sub-dimensions of

activity-related tourist engagement (ATE); SI, IE, RL, and ATE thus became the

four dimensions of TE;

• Model 5: A two-factor, first-order—SI, IE, and RL were sub-dimensions of

relationship-related TE (RTE), II and NS were sub-dimensions of ATE; RTE and

ATE thus became the two dimensions of TE;

• Model 6: A four-factor, second-order model with a factor structure the same as

Model 4, but TE was measured using a second-order structure.

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Model 1 (one-factor, first-order) Model 2 (five-factor, first-order)

Model 3 (four-factor, first-order) Model 4 (four-factor, first-order)

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Model 5 (two-factor, first-order) Model 6 (four-factor, second-order)

Figure3-4. Some possible models of TE scale.

Note: SI=social interaction, IE=interaction with employees, RL=relatedness, II=immersed involvement, NS=novelty-seeking, RTE=relationship-related tourist

engagement, ATE=activity-related tourist engagement, TE=tourist engagement.

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Many parameters have been used to compare the overall fit of measurement models.

These parameters can be divided into three main categories: absolute fit indices,

incremental fit indices, and parsimony fit indices. The absolute fit indices examine the

model fit of a priori models (McDonald & Ho, 2002). Instead of comparing a model to a

baseline model, we use these indices to measure how well a model fits the data without

using comparison (Jöreskog & Sörbom, 1993). The absolute fit indices include the chi-

squared (χ2) test, root mean square error of approximation (RMSEA), goodness-of-fit

index (GFI), adjusted goodness of fit index (AGFI), root mean square residual (RMR),

and standardised root mean square residual (SRMR) (Hooper, Coughlan, & Mullen,

2008). A χ2 test assesses the differences in the covariance matrices of the data sample and

model (Byrne, 1994). Generally, the lower the χ2 value the better, and an insignificant p

value of χ2 shows an adequate model fit, but this is not an absolute criterion because in

most empirical studies, the χ2 value increases for large sample sizes resulting in an

significant p value. An acceptable value of RMSEA has gradually been reduced from

0.10 to 0.08 (Jöreskog & Sörbom, 1996; MacCallum, Browne, & Sugawara, 1996), while

some research even suggests 0.06 as a cut-off value (Hu & Bentler, 1999). The SRMR

ranges from zero to 1.0 and should be less than 0.08 (Hu & Bentler, 1999). GFI and

AGFI are suggested to be higher than 0.90 (Hooper, Coughlan, & Mullen, 2008).

The incremental fit indices include the Normed Fit Index (NFI), Non-Normed Fit

Index (NNFI, or the Tucker-Lewis Index), and Comparative Fit Index (CFI). These three

indices should show values ≥ 0.95 although 0.90 is also considered acceptable (Hu &

Bentler, 1999).

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The parsimony fit indices contain parameters like the Parsimony Goodness-of-Fit

Index, the Parsimonious Normed Fit Index, and the Akaike Information Criterion. The

first two range from 0 to 1, while values close to 1 indicate a perfect model fit although

this is not expected in empirical studies; no threshold values have been recommended for

these indices (Mulaik et al., 1989). Also, no absolute value has been recommended for

the Akaike Information Criterion, although a smaller value may indicate a better fit

(Akaike, 1974). Another parameter in this category is χ2/df. If sample size affects the χ2

value, χ2/df should show a value less than 5. 0 (Wheaton, Muthen, Alwin, & Summers,

1977).

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Table 3-10. Goodness-of-fit Indices for six measurement models of TE.

Models

Absolute fit indices Incremental fit indices Parsimony fit indices

χ2 P-Value GFI AGFI SRMR RMSEA NFI NNFI CFI PNFI PGFI χ2/df AIC

Model 1 871.21 .000 .71 .62 .10 .15 .68 .66 .70 .59 .54 8.38 935.21

Model 2 182.03 .000 .94 .91 .04 .05 .93 .96 .97 .73 .65 1.94 226.03

Model 3 269.70 .000 .90 .87 .06 .07 .90 .92 .93 .76 .65 2.75 345.70

Model 4 192.87 .000 .93 .91 .05 .06 .93 .95 .96 .75 .67 1.99 270.87

Model 5 216.43 .000 .93 .90 .06 .06 .92 .95 .95 .76 .67 2.19 290.43

Model 6 216.43 .000 .93 .90 .06 .06 .92 .95 .95 .76 .67 2.19 290.43

Acceptable

level N/A <0.05 ≥0.90 ≥0.90 ≤0.08 ≤.0.80 ≥0.90 ≥0.90 ≥0.90 N/A N/A <5.0 N/A

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As indicated in Table 3-10, other than Model 1, all models fit well with the data,

except for a low AGFI in Model 3. The results indicated that each item loaded on to the

proper factor, not on to a single factor. However, these parameters of model fit cannot

absolutely determine the structure of the TE scale. The choice of TE scale measurement

model should take into account theoretical support and such information as the

discriminant validity of the five factors. To determine the structure of the TE scale, we

subsequently considered two questions: (1) How many factors should be included in the

final model and (2) What is the hierarchical structure of the TE scale.

On factor structure, in this study, we first tested a five-factor model (Model 2) as

proposed in sub-study 2. Despite the superior model fit, we found high correlation (.806)

between II and NS in Model 2; results also indicated insufficient discriminant validity

between these two factors (AVEII=0.51, AVENS=0.58, the square root of AVEs for II and

NS were smaller than the correlation between them). Thus, we did not consider the five-

factor structure of Model 2 adequate for the TE scale.

That high correlation between II and NS suggested that these two factors should

possibly be consolidated into a single factor or be considered sub-dimensions of a higher-

order construct. Both approaches were explored. Model 3 consolidated the items for II

and NS into a single factor, called activity-related tourist engagement (ATE), but Model

3 did not show a superior model fit than others, indicating that consolidating II and NS

would not work properly. On the other hand, when we considered II and NS as two sub-

dimensions of a higher-order construct, ATE, we found superior fit to the data (see Model

4), demonstrating that immersed involvement and novelty-seeking are both

manifestations of a single higher-order construct (ATE). Moreover, Model 5, which

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considered SI, IE, and RL as sub-dimensions of a higher-order construct (relationship-

related tourist engagement or RTE), was also tested to compare to Model 4. However,

despite acceptable model fit for Model 5, we found an extremely high correlation (.949)

between RTE and ATE. To reduce the complexity of TE scale and avoid any issue with

discriminant validity, in this study, we adopted the four-factor model of TE scale, or

Model 4.

For the hierarchical structure of TE scale, Model 6 was tested by considering as a

second-order construct with four dimensions, one of which had two sub-dimensions

(ATE comprises II and NS). The results for Model 6 also showed good fit to the data.

Even though both models 4 and 6 fit well with the data, in this study, we adopted Model

6 because this hierarchical structure aligned with the literature and the dimensionality

discussed earlier. Higher-order structure of measurement scales is not unusual in the

literature. For instance, Dabholkar et al. (1995) used a hierarchical-factor model to

capture the dimensions of service quality for retail stores; their results suggested the

overall service quality was a five-dimensional, second-order construct, with three of the

five dimensions containing two sub-dimensions.

3.6.4 Convergent and Discriminant Validity

The final TE scale model comprised four dimensions, and TE was structured as a

second-order construct (see Model 6). Furthermore, the convergent and discriminant

validity of TE scale was explored at both the first-order and second-order levels. As

Table 3-11 shows, all factor loadings of the four dimensions in the first-order level were

more than 0.60, ranging from 0.65 to 0.97. All the t-values of the standardized factor

loadings were significant. The composite reliability ranged from 0.80 to 0.90, higher than

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the cut-off value of 0.70. Also, the average variance extracted (AVE) ranged from 0.58 to

0.82, exceeding the 0.5 threshold (Fornell & Larcker, 1981). Therefore, the study results

showed an acceptable level of convergent validity in the first-order level.

Using the same criteria, the convergent validity of TE in the second-order level was

computed. The loadings of four first-order factors ranged from 0.63 to 0.95, the

composite reliability was 0.86, and the AVE was 0.61. The AVE of a second-order

construct is calculated by "averaging the squared multiple correlations for the first-order

sub-dimensions (or averaging the square of each sub-dimension's completely

standardized loading on the second-order construct)" (MacKenzie, Podsakoff, &

Podsakoff, 2011, p. 313). In this study, we used the standardized loadings of the four

first-order factors to calculate the AVE of TE.

Discriminant validity is traditionally evaluated using Fornell and Larcker’s (1981)

method: the square root of AVEs for each factor should be higher than its correlation

with any other constructs. Table 3-12 shows the correlation matrix and the square root of

the AVEs of all four factors. All the discriminant validities were supported. Table 3-13

shows the final measurement items of TE scale.

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Table 3-11. The convergent validity of TE scale.

Level Factor/Construct Item

Item reliability Composite

reliability AVE Factor

loadings

Standard

error

Standardized

factor loading t-value

First-order

level

Social interaction

SI5 1 — 0.80 —

0.83 0.62 SI6 1.037 0.079 0.73 13.160***

SI7 0.949 0.064 0.83 14.847***

Interaction with

employees

IE4 1 — 0.65

0.80 0.58 IE5 0.988 0.09 0.76 11.033***

IE6 1.302 0.112 0.86 11.589***

Relatedness

RL1 1 — 0.77

0.84 0.64 RL2 1.289 0.085 0.91 15.212***

RL3 1.168 0.09 0.72 12.992***

Activity-related

tourist engagement

II 1 — 0.97 — 0.90 0.82

NS 1 — 0.83 —

Second-order

level Tourist engagement

SI 1.24 0.129 0.76 9.634***

0.86 0.61 IE 0.956 0.115 0.76 8.341***

RL 0.755 0.091 0.63 8.325***

ATE 1 — 0.95 —

Note: SI=social interaction, IE=interaction with employees, RL=relatedness, II=immersed involvement, NS=novelty-seeking, ATE=activity-related tourist

engagement.

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Table 3-12. The discriminant validity of the four factors of TE.

Factor SI IE RL ATE

SI 0.79

IE 0.65 0.76

RL 0.36 0.51 0.80

ATE 0.74 0.67 0.65 0.90

Note: SI=social interaction, IE=interaction with employees, RL=relatedness, II=immersed involvement,

NS=novelty-seeking, ATE=activity-related tourist engagement.

The diagonal elements (bolded) are the square root of the AVEs of each factor and should be greater than

its correlation with other factors.

Table 3-13. The final measurement items of TE scale.

Dimensions Items

Social interaction

SI5 I thoroughly enjoyed exchanging small talk with other people.

SI6 I was comfortable approaching people I did not know.

SI7 Socially interacting with others made me happy.

Interaction with

employees

IE4 I was emotionally moved by what employees did for me.

IE5 I was impressed by the employees' enthusiasm.

IE6 It was joyful to witness how the employees make other tourists happy.

Relatedness

RL1 I felt a better sense of attachment to my companion(s).

RL2 I grew closer to the people I traveled with.

RL3 I learned a lot about my companion(s).

Activity-related

tourist engagement

II5 I was completely involved in all of the activities I participated in.

II6 I was enthusiastic each day to make this trip memorable.

II7 When participating in travel activities, I felt that I was really myself.

NS2 I spontaneously engaged in unexpected activities.

NS3 I was more than willing to participate in unusual activities.

NS4 It was enjoyable to participate in spontaneous activities with others.

NS5 It was fun to do something unplanned.

Note: SI=social interaction, IE=interaction with employees, RL=relatedness, II=immersed involvement,

NS=novelty-seeking.

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3.6.5 Predictive Validity

In this study, we then tested the predictive validity of TE scale by examining the

following relationship: TE → behavioral intention (BI). Predictive validity is "the ability

of a measure to effectively predict some subsequent and temporally ordered criterion”

(Netemeyer et al., 2003, p.76). SEM was used to explore this relationship (TE → BI).

Results showed that TE predicts BI at a significant level (β = 0.60; t = 8.79; p <

0.001). The chi-square was 301.466 (df = 146, χ2/df=2.07, p < 0.001), GFI = 0.91; NFI =

0.92, CFI = 0.96, SRMR=0.053, and RMSEA = 0.06. The results demonstrated TE

explains 35.4% of variance of BI.

3.6.6 Comparing the Means of Tourist Engagement Dimensions across Sub-groups

After the scale validation, we would like to implement each dimension of TE scale to

different sub-groups to see if significant differences exist between groups. Even though

most of the current empirical studies are based on the assumption that the analyzed data

are homogenous, however, in the real-world of marketing practices, this assumption is

unrealistic. Consumers’ heterogeneity is not uncommon regarding their perceptions and

evaluations of latent variables (Sarstedt & Ringle, 2010). For instance, consumer

behaviors can be varied because of their geo-demographic information, lifestyle,

responses to product/services, or a combination of these attributes (Wedel & Kamakura,

1999; Wind, 1978). These attributes include education, income, age, genders,

nationalities, travel experience, motivation, involvement, values, and satisfaction

(Diamantopoulos, Schlegelmilch, Sinkovics, & Bohlen, 2003; Dimanche, Havitz, &

Howard, 1993; Füller & Matzler, 2008; Park & Yoon, 2009; Thurau, Carver, Mangun,

Basman, & Bauer, 2007). Therefore, our study intended to explore whether individual

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socio-demographic background and travel experience could influence their engagement

experience.

We used multivariate analysis of variance (MANOVA) to examine if any significant

differences in the four dimensions of TE and the whole TE experience exist. In the

MANOVA procedure, the composite means of SI, IE, RL, ATE, and TE were computed

and used as dependent variables. Table 3-14 displays the results of MANOVA, indicating

that most of the independent variables did not have effects on participants’ engagement

level, except gender and education. Specifically, females showed a higher level of tourist

engagement compared to males (p=0.005*, F= 8.138), especially in the interaction with

employees (p=0.013*, F=6.264), relatedness (p=0.020*, F=5.423), and activity- related

tourist engagement (p=0.006*, F=7.601). Also, participants with a university degree

showed a significant higher engagement in social interaction compared to those who have

a graduate degree (p=0.019*, F=3.380). The graduate group was more conservative when

interacting with fellow tourists, with a low mean score of social interaction (x̄=3.48).

Although the composite means of TE and its four dimensions fluctuated across groups, in

most cases, the socio-demographic and cruise experience variables did not have a

significant impact on them. This result is not unexpected, as nowadays cruise companies

have been able to provide a variety of services/activities to keep passengers from all

groups (e.g., age, income, education groups) entertained and stay on the cruise ship. Our

results confirmed that cruise companies are successful in engaging a wide diversity of

tourists. When applying this TE scale to other settings, future studies might find more

significant differences across different sub-groups.

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Table 3-14. Means of dimensions by socio-demographic characteristics and cruise

experience: Results of one-way MANOVA.

Variables

Means

Social

interaction

Interaction

with

employees

Relatedness

Activity-

related

tourist

engagement

Tourist

Engagement

Gender

(a) Male 3.66 3.57 3.88 3.89 3.79

(b) Female 3.76 3.79 4.07 4.09 3.97

P 0.013* P 0.020* P 0.006* P 0.005*

F 6.264 F 5.423 F 7.601 F 8.138

Age

(a) 25-29 3.58 3.50 4.07 4.06 3.87

(b) 30-39 3.52 3.61 4.07 4.03 3.86

(c) 40-49 3.77 3.74 4.01 4.02 3.92

(d) 50-59 3.87 3.81 3.95 4.00 3.93

(e) 60+ 3.87 3.85 3.85 3.96 3.90

Income

(a) $40K-

$49K

3.78 3.84 4.16 4.10 4.00

(b) $50K-

$59K

4.01 3.78 4.04 4.10 4.01

(c) $60K-

$69K

3.63 3.67 3.93 3.97 3.84

(d) $70K-

$99K

3.67 3.59 3.90 3.97 3.83

(e) $100K-

$199K

3.66 3.74 3.93 3.96 3.85

Education

(a) High

school or less

3.87 3.69 3.93 4.03 3.92

(b) College 3.72 3.72 4.01 4.07 3.93

(c)

University

3.85 3.81 4.08 4.07 3.98

(d) Graduate

school

3.48 3.54 3.88 3.85 3.73

P 0.019*

F 3.380

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Cruise

experience

(a) First-

timers

3.65 3.66 4.03 3.96 3.86

(b) Repeaters 3.78 3.74 3.97 4.05 3.93

Number of

cruise in last

10 years

(a) 0 time 3.65 3.66 4.03 3.96 3.86

(b) 1-3 times 3.72 3.73 3.88 3.98 3.86

(c) 4-5 times 3.91 3.72 3.98 4.17 4.00

(d) more than

6 times

3.71 3.78 3.99 4.06 3.93

Length of the

last cruise

(a) 3-5 days 3.65 3.69 3.97 3.99 3.87

(b) 6-8 days 3.78 3.73 4.02 4.04 3.93

Note: * Statistically significant at p≤0.05. The underlined means indicate that the differences are

statistically significantly at p≤0.05.

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Chapter 4 Empirical validation of Tourist Engagement

4.1 Introduction

The extant consumer behavior studies have recognized engagement as a crucial

factor in improving customer experience and maintaining customer loyalty, which is

directly connected to a company growth, revenues and profits (Hallowell, 1996; Innis &

La Londe, 1994). Empirical studies such as So et al. (2014) demonstrated that

engagement exerts a significantly positive effect on behavioral intention, explaining for

30% of its variance. When applying to tourism, tourist engagement (TE) shows a

considerable influence on the prediction of behavioral intention, accounting for 35.4% of

its variance (see predictive validity test in Chapter 3). We suggest TE be an effective

construct to gauge, predict, and enhance tourist behavioral intention, by generating

memorable experience during the trip and sustaining an enduring emotional connection

between tourists and the destination.

Despite its importance in maintaining the long-term relationship between tourists and

the destination, as a newly developed construct, TE has not yet been implemented in

marketing practices. It is imperative to examine TE’s relationships with the extant

constructs for further implementation because marketing practitioners and academia tend

to understand customer behavior holistically. The focus is on TE’s role in the formation

of tourist behavioral intention, which is essential to destination performance (Baloglu,

Pekcan, Chen, & Santos, 2004; Žabkar, Brenčič, & Dmitrović, 2010).

It is worth noting that to empirically validate TE’s role in an integrated model, our

study uses behavioral intention rather than customer loyally as an outcome variable, even

researchers tend to use these two constructs interchangeably. Although engagement has

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been considered as crucial to assess and predict customer loyalty (e.g., Bowden, 2009a;

Sawhney et al., 2005; Wei et al., 2013), the author wants to clarify the reason for using

behavioral intention. Customer loyalty has been studied both from attitudinal and

behavioral aspects (Oliver, 1999; Zeithaml, 2000), where the former indicates customers’

desire to continue the relationship with a product/service provider, while the latter refers

to repeat patronage (Yang & Peterson, 2004). However, the problem is that intention does

not necessarily turn into action, and repeat patronage may not reflect intentions (Yang &

Peterson, 2004). Even though the actual behavior is ideal, it is difficult to measure. To

compromise, researchers tend to use behavioral intention, which is the last step before

real action (Oliver, 1999), to measure or reflect customer loyalty.

Note that a variety of constructs have been recognized as antecedents to behavioral

intention, like perceived service quality (Lee, Graefe, & Burns, 2004; Zeithaml, Berry, &

Parasuraman, 1996), perceive value (Cronin et al., 2000; Gallarza, & Saura, 2006; Petrick,

2004; Rasidah, Jamal, & Sumarjan, 2014), emotions (Gracia, Bakker, & Grau, 2011;

Hosany & Gilbert, 2010; Prayag, Hosany, & Odeh, 2013), attitudes (Goldsmith, Flynn,

Goldsmith, & Stacey, 2010; Lam & Hsu, 2006), motivation (Huang & Hsu, 2009; Lee,

2009) and satisfaction (Hosany & Witham, 2010; Silvestre, Santos, & Ramalho, 2008;

Williams & Soutar, 2009). Among these antecedents, perceived service quality, perceived

value and satisfaction are the most frequently tested with evidence from many empirical

studies (Baker & Crompton, 2000; Chen & Chen, 2010; Gallarza & Saura, 2006; Lee et

al., 2004; Petrick, 2004; Rasidah et al., 2014; Tam, 2004; Williams & Soutar, 2009).

Meanwhile, these three constructs and behavioral intention are also suggested as key

constructs to be used for empirical validation of customer engagement (Bowden, 2009b;

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Brodie et al., 2011; Hollebeek, 2011a, b; van Doorn et al. 2010; Vivek et al., 2012).

Therefore, this study intends to (1) empirically test TE’s relationship with theses

constructs, and (2) explore TE’s role in the formation of tourist behavioral intention,

including revisiting intention and recommendation (Alegre & Juaneda, 2006; Opperman,

2000). The ultimate goal is to present how the linkages between these constructs can be

established to enhance long-term tourist relationship with the destination.

Specifically, this chapter develops an integrated model to show the formation of

behavioral intention, by using perceived service quality, perceived value, satisfaction, and

TE as predictors. The reasons are twofold. On the one hand, the first three are among the

most frequently tested antecedents when predicting behavioral intention. By adding TE,

we intend to demonstrate TE’s implementation if it fits well with the widely practiced

marketing tools. We would like to present how TE can be differentiated from the extant

constructs in predicting behavioral intention. On the other hand, it is worth noting that the

direct positive relationship between TE and behavioral intention has been identified in the

predictive validity test, while it is uncertain how TE works if other constructs are added.

We explore the mechanism between TE and behavioral intention to determine if any

mediating effects could be identified. Importantly, the examination of the relationship

between engagement and these constructs is limited in extant research (e.g., Hapsari,

Clemes, & Dean, 2017; So et al., 2014), and has not yet been studied in the context of

tourism. This chapter contributes to the implementation of TE in marketing practices, and

the validation of TE in its relationship with extant constructs.

4.2 Conceptual Foundations and Hypotheses Development

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Figure 4-1. The hypothesized relationship between TE, PSQ, PV, SAT and BI.

Note: TE=tourist engagement, PSQ=perceived service quality, PV=perceived value, SAT=satisfaction,

BI=behavioral intention.

4.2.1 Perceived service quality, perceived value, satisfaction and Behavioral intention

4.2.1.1 Behavioral intention

We used behavioral intention as an outcome variable, which is one of the best

predictors of consumer behavior (Fishbein & Ajzen, 1975). It is associated with a range

of desirable outcomes, including (1) saying positive things about the products/services, (2)

recommending them to other customers, (3) remaining loyal to them, (4) spending more

on them, and (5) paying price premiums for them (Zeithaml et al., 1996). In tourism,

behavioral intention is typically measured by tourist revisit intention and

recommendation (Baker & Crompton, 2000).

4.2.1.2 Tourist Satisfaction

We selected satisfaction because it is among the essential components to destination

success due to its positive effect on tourist revisit intention and recommendation (Chen &

Chen, 2010; Chi & Qu, 2008; Petrick, 2004; Yoon & Uysal, 2005). Satisfaction refers to

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the overall assessment concerning customer total buying and consumption experience

with a product/service (Johnson & Fornell, 1991).

Research has substantially identified the direct effect of satisfaction on tourist

behavioral intention in several tourism settings, like sporting events (Ahrholdt, Gudergan,

& Ringle, 2017), wine festival (Yuan & Jang, 2008), heritage tourism (Chen & Chen,

2010), and cruise tourism (Meng, Liang, & Yang, 2011). Specifically, in cruise context,

passengers have a significantly higher satisfaction compared to some other leisure

activities, including satisfaction with the service they receive and the service environment

they are in (Nicholls, Gilbert, & Roslow, 1999). The extant research demonstrates that

satisfied tourists tend to have a series of customer loyalty to the destination (Yuksel,

Yuksel, & Bilim, 2010). Thus, the following hypothesis was put forward:

H1. Tourist satisfaction has a significantly positive effect on behavioral intention.

4.2.1.3 Perceived value

To customers, a value might be perceived in several ways, like affordable prices, or

the more you spend, the more you can get (Desarbo, Jedidi, & Sinha, 2001). In marketing,

the value is perceived based on the trade-off between the cost given and benefits received

by customers (Zeithaml, 1988). Herein, perceived value refers to "consumer's overall

assessment of the utility of a product based on perceptions of what is received and what is

given" (Zeithaml, 1988, pp. 14).

Prior empirical studies have identified perceived value as a strong predictor of

customer satisfaction and behavioral intention among various tourist groups, like heritage

tourists (Chen & Chen, 2010), cruise passengers (Petrick, 2004), adventure tourists

(Williams & Soutar, 2009), resort tourists (Ali, Omar, & Amin, 2013) and university

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student travelers (Gallarza & Saura, 2006). For instance, when exploring the behavioral

intentions in an airline service context, Chen (2008) found perceived value has

significantly positive direct effects on both satisfaction and behavioral intentions. A

similar relationship was identified in Pandža Bajs's (2015) study on tourist destination of

Dubrovnik, Croatia; perceived value acts as a strong predictor of satisfaction and

behavioral intention. Also, it is found that perceived value not only exerts a direct effect

on behavioral intention but also through the mediation of satisfaction (Hutchinson, Lai, &

Wang, 2009; Kim & Park, 2017; McDougall & Levesque, 2000). If customers receive

more value than what they spent (e.g., time, money, effort), they are more likely to be

satisfied with the service (Kumar, 2002), which in turns leads to positive word-of-mouth

and repurchase intention (Clemes, Gan, & Ren, 2011). In some cases, perceived value is

a stronger predictor than customer satisfaction considering its total effects on behavioral

intention (Lee, Yoon, & Lee, 2007). Therefore, the following hypotheses were proposed:

H2. Perceived value has a significantly positive effect on tourist satisfaction.

H3. Perceived value has a significantly positive effect on behavioral intention.

4.2.1.4 Perceived service Quality

Perceived service quality has been considered as an evaluation outcome based on the

performance of service delivered (Grönroos, 1984). It is recognized as customer

cognitive response to the service they receive. The importance of service quality is

because it is controllable by managers (Baker & Crompton, 2000). By delivering a

prominent level of quality, a company is expected to achieve competitive advantages

over its competitors (Clow & Vorhies, 1993; Johnson & Sirikit, 2002). In tourism,

service quality refers to "the visitor's assessment of the standard of the service delivery

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process in association with the trip experience" (Chen & Tsai, 2007, p.116). Its

performance is significantly related to the visitations and revenues in tourism destination

(Yuan & Jang, 2008).

Extensive research has confirmed perceived service quality as a robust predictor of

perceived value (Petrick, 2004; Tam, 2004), and customer satisfaction and behavioral

intention (Cole & Illum, 2006; Kouthouris & Alexandris, 2005; Lee et al., 2004; Yuan &

Jang, 2008; Zeithaml et al., 1996). For instance, when using service quality, perceived

value and satisfaction to predict the behavioral intention of cruise passengers, Petrick

(2004) found the quality model fit the data most accurately and concluded quality as the

best predictor of repurchase intention and positive word-of-mouth. Lee et al.’s (2004)

study on forest visitor found significant positive effects of service quality on satisfaction

and behavioral intention when exploring their interrelationships. In some cases, service

quality exerts its effect on behavioral intention through the mediation of perceived value

and satisfaction (Hutchinson et al., 2009; Su, Hsu, & Swanson, 2017; Yuan & Jang,

2008). Hence, the following hypotheses were put forward:

H4. Perceived service quality has a significantly positive effect on perceived value.

H5. Perceived service quality has a significantly positive effect on tourist satisfaction.

H6. Perceived service quality has a significantly positive effect on behavioral

intention.

4.2.2 The Relationships between Tourist Engagement and Other Constructs

4.2.2.1 Tourist Engagement and Behavioral intention

Considering its positive effect on behavioral intention, we consider TE as a valuable

tool for destination managers and tourism companies. In marketing, the positive

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relationship between engagement and behavioral intention has been discussed

qualitatively and quantitatively. For instance, despite the debates on its conceptualization

and measurement, researchers agree on the effectiveness of customer engagement in

enhancing customer loyalty and maintain a long-term relationship between customers and

a company (Bowden, 2009b; Hollebeek, 2011a, b; Hollebeek et al., 2014; van Doorn et

al., 2010). Empirically, a few studies recently tested and confirmed customer

engagement's positive influence on behavioral intention (So et al., 2014; Hapsari et al.,

2017). Accordingly, the following hypothesis was proposed:

H7. Tourist engagement has a significantly positive effect on behavioral intention.

4.2.2.2 Tourist Engagement and Satisfaction

The extant research presents some discussions on the relationship between

engagement and satisfaction, concerning whether engagement is a necessary compared to

satisfaction in predicting customer behavioral intention. Satisfaction has long been

considered as an important antecedent of behavioral intention, not only because of the

high association between them, but also the powerful influence of satisfaction in

mediating the relationships between other antecedents and behavioral intention. However,

researchers recently argue that conventional constructs, such as satisfaction (Oliver,

1999), are inadequate in explaining consumer behavior due to the lack of emotional

connection, i.e. customer engagement (Hollebeek, 2011a). Through customer

engagement, scholars have started adding the interactive and value co-creative process

between a customer and a company to the mechanism of customer loyalty (Brodie et al.,

2011; Van Doorn et al., 2010). Our study considers TE and satisfaction are both

important in capturing different aspects of behavioral intention. The former highlights the

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dynamic value co-creation process mainly happening during tourist interaction with other

actors, while the latter measures the overall rational evaluation of the trip.

Moreover, some researchers suggest engagement as an antecedent of satisfaction and

behavioral intention. For instance, Brodie et al., (2013) investigated customer

engagement in an online brand community environment and suggested that customer

engagement could enhance consumer loyalty and satisfaction. Similar relationships were

proposed by Wirtz et al. (2013), claiming that customer engagement is likely to be related

to various outcomes, such as customer satisfaction. More specifically, engaged customers

can gain knowledge and strengthen their social interactions in online communities; when

these interactions meet or exceed their expectations, they are more apt to feel satisfied,

which eventually leads to positive word-of-mouth and repurchase intention (Wirtz et al.,

2013). Therefore, our study proposes TE as an antecedent to satisfaction, which could

also mediate TE’s effect on behavioral intention. The following hypothesis was proposed.

H8: Tourist engagement has a significantly positive effect on satisfaction.

4.2.2.3 Tourist Engagement and Perceived Value

Hollebeek (2011a) proposed co-created value as one of the potential consequences of

customer brand engagement; the value here refers to the level of perceived value created

in consumer mind during their interaction with objects (activities and actors). We

consider tourist engagement as a dynamic and interactive process between a subject and

objects, during which tourists utilize a set of skills, knowledge, and expertise (Baron &

Harris, 2008) to co-create value with different actors. Through TE, tourists add value to

their own travel experiences, as well as to other actors.

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Specifically, tourists invest time, effort and energy in the value co-creation process,

in which they are more likely to feel responsible for results they receive compared to

what they give up, resulting in a higher level of perceived value. Furthermore, the more

value they perceive, the more likely they stay connected with service providers, like

through recommendation and repurchase intention. Indeed, Vivek’s (2009) study

supports perceived value as an important outcome of engagement: consumer engagement

exerts a significantly positive effect on both extrinsic and intrinsic values. Their study

also identified the partial mediating role of value in the relationship between customer

engagement and marketing outcomes, like the connection with and goodwill towards the

service providers. Therefore, the following hypothesis was developed:

H9. Tourist engagement has a significantly positive effect on perceived value.

4.2.2.4 Tourist Engagement and Perceived Service Quality

When differentiating customer engagement with extant constructs, such as perceived

service quality, Patterson et al. (2006) claimed that the former emphasizes on customer

performance during its interaction with a company, while the latter refers to service

performance assessed by a customer. It is inferred that these two constructs are different

in its stage (during the interaction vs. after the interaction) because perceived service

quality is determined by a customer based on his/her appraisal of service performance

after accumulated value creation process (Grönroos, 1984; Parasuraman et al., 1988).

Considering their relationship, Hollebeek (2011a) suggested perceived service quality as

one of the potential consequences of customer engagement, especially in value co-

creation contexts. If highly engaged, tourists are more likely to influence the result of the

service performance by adding their efforts. A higher perception of service quality will

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then exert a positive effect on their behavioral intention. Thus, the following hypothesis

was developed:

H10. Tourist engagement has a significantly positive effect on perceived service

quality.

4.3 Methodology

4.3.1 Survey Design

We designed a survey to test the relationships between the above-mentioned

constructs. The survey contained five sections. Section 1 dealt with participant cruising

history and their recent cruise trip. Section 2 measured their engaging experience during

the last cruise using 30 TE items (after scale validation in Chapter 3, the remaining 16

items were used in Chapter 4). Section 3 assessed their perceived service quality and

perceived value towards the trip. Section 4 evaluated their satisfaction and future

intention. Section 5 measured their personal information, like age, gender, education,

marital status, and ethnicity.

The measurement items of all the constructs except TE were modified based on

relevant literature to ensure content validity. The survey contained four items for

perceived service quality (Petrick, 2004), four items for perceived value (Duman &

Mattila, 2005), three items for satisfaction (Yüksel & Yüksel, 2007), and three items for

behavioral intention (Hosany & Gilbert, 2010; Petrick, 2004). See the details of

measurement items in Table 4-1. Besides, TE, perceived service quality, perceived value,

and satisfaction were evaluated based on a five-point Likert scale anchored with strongly

disagree (1) and strongly agree (5). The behavioral intention was measured using a seven-

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point Likert scale. Note that there are three ways of measuring satisfaction: overall

satisfaction, attribute based satisfaction, and importance performance analysis. Our study

used the first measurement type, as we are more interested in the relationship between

satisfaction and TE, rather than satisfaction itself.

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Table 4-1. The measurement items of PSQ, PV, SAT, and BI.

Construct Literature Item Measurement item

Perceived

service

quality

Petrick (2004) PSQ1 This cruise line is outstanding quality.

PSQ2 This cruise line is very reliable.

PSQ3 This cruise line is very dependable.

PSQ4 This cruise line is very consistent.

Perceived

value

Duman &

Mattila (2005)

PV1 Compared to the price I paid, time and effort I spent, I think I have received good value.

PV2 I feel that my last cruise vacation was worth the money and time I spent.

PV3 Overall, my last cruise vacation was a good buy.

PV4 I value my last cruise vacation because it met my needs and expectations for a reasonable price.

Satisfaction Yüksel &

Yüksel (2007)

SAT1 The cruise experience satisfied my needs and wants.

SAT2 I think I did the right thing when I purchase this cruise trip.

SAT3 This cruise experience is exactly what I needed.

Behavioral

intention

Hosany &

Gilbert (2010);

Petrick (2004)

BI1 The likelihood that I would recommend this cruise to friends or family members is

BI2 If I were to purchase another cruise, the probability that the vacation would be with XYZ Cruise Line is

BI3 The likelihood that I would consider purchasing an XYZ cruise again is

Note: PSQ=perceived service quality, PV=perceived value, SAT=satisfaction, BI=behavioral intention.

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4.3.2 Data Collection

We collected data from North American cruise tourists through Amazon Mechanical

Turk (MTurk). Similar selection criteria for participants were applied; screening

questions included (1) age (>25 years old), (2) total household income in 2016 in USD

(>$40,000), (3) cruise experience in last 12 months (at least one), and (4) cruise line used

for the recent cruise vacation. A pilot study with 13 respondents was conducted. Then

415 respondents from MTurk were selected to participate in this survey. After data

cleaning, we retained 329 usable surveys.

4.3.3 Data Analysis

We used structural equation modeling (SEM) for model testing. SEM is a powerful

confirmatory technique which presents a series of hypothesized cause–effect

relationships between exogenous and endogenous variables (Worthington & Whittaker,

2006). SEM combines two components: factor analysis and multiple regression (Pugesek,

Tomer, & Von Eye, 2003) and can test multiple relationships among all the constructs

simultaneously. Confirmatory factor analysis (CFA) was performed before SEM to

ensure the reliability and validity of measured constructs. Meanwhile, significant

modifications were made in CFA to achieve a satisfactory level of model fit before SEM.

A variety of parameters were examined to determine whether the proposed model fits

well with the data, including Chi-Squared test, GFI, NFI, CFI, RMSEA, and SRMR

(Hooper et al., 2008; Hu & Bentler, 1999). We used Amos 24.0 for data analysis. Note

that the assumptions of multivariate analysis were examined in the Sub-study 3 of

Chapter 3.

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4.4 Results

4.4.1 Results of the Measurement Model

Before testing the path coefficients, CFA was conducted on the measurement model

containing TE, perceived service quality, perceived value, satisfaction and behavioral

intention. A series of model modification was carried out to improve the goodness-of-fit

indices. Items with high standardized residue (Hair et al., 2006) were deleted (i.e., BI1

and QUAL1). 28 items were remained for the measurement model, with the indices

x2=632.237, x2/df=1.89, GFI=0.88, NFI=0.91, CFI=0.96, RMSEA=0.05, and

SRMR=0.05. Although GFI was lower than 0.90, it does not necessarily suggest a poor

model fit. Researchers have suggested a more liberal cut-off value to be used if the data

contains a larger number of items (>24) or smaller sample size (Sharma, Mukherjee,

Kumar, & Dillon, 2005). If all the other criteria are reached, a liberal cut-off value of GFI

(close to 0.90) is also allowed in some studies (Chaudhary, 2015; Lin, Hung, & Chiu,

2008; Moghadam, Zabihi, Kargaran, & Hakimzadeh, 2013). Therefore, we considered the

model fit with the data at a satisfactory level.

As shown in Table 4-2, we examined the standardized factor loadings, t-values,

composite reliabilities and average variance extracted (AVE) for convergent validity test

(Hair et al., 2006). All the standardized factor loadings were greater than 0.60 (Chin,

1998), ranging from 0.64 to 0.96. The t-values for all the regression weights were at a

significant level (p<0.001). The composite reliabilities of all latent constructs ranged

from 0.86 to 0.94, exceeding the cutoff value of 0.70 (Hair et al., 2006). Meanwhile, the

AVEs ranged from 0.60 to 0.87, greater than the recommended threshold value of 0.5

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(Fornell & Larcker, 1981). In addition, Table 4-3 shows that the discriminant validities

were all met according to the Fornell and Larcker’s (1981) method.

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Table 4-2. The convergent validity of TE, PSQ, PV, SAT, and BI.

Construct Item/factor

Item reliability Composite

reliability AVE Factor

loading

Standard

error

Standardized

factor loading t-value

Tourist

engagement

SI 1.15 0.12 0.72 9.92***

0.86 0.60 IE 0.92 0.11 0.75 8.70***

RL 0.75 0.09 0.64 8.81***

ATE 1.00 — 0.96 —

Perceived

service quality

PSQ2 1.00 — 0.91 —

0.94 0.84 PSQ3 1.07 0.04 0.95 28.59***

PSQ4 1.02 0.04 0.89 24.50***

Perceived

value

PV1 0.93 0.04 0.88 21.79***

0.94 0.80 PV2 0.98 0.04 0.92 23.82***

PV3 0.99 0.04 0.91 23.62***

PV4 1.00 — 0.87 —

Satisfaction

SAT1 1.00 — 0.88 —

0.90 0.75 SAT2 1.07 0.05 0.89 22.34***

SAT3 1.13 0.06 0.83 19.55***

Behavioral

intention

BI2 0.97 0.04 0.92 25.62*** 0.93 0.87

BI3 1.00 — 0.95 —

Note: TE=tourist engagement, PSQ=perceived service quality, PV=perceived value, SAT=satisfaction, BI=behavioral intention.

*** p<0.001.

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Table 4-3. The discriminant validity between TE, PSQ, PV, SAT, and BI.

TE PSQ PV SAT BI

TE 0.78

PSQ 0.56 0.92

PV 0.55 0.52 0.89

SAT 0.70 0.67 0.77 0.87

BI 0.56 0.62 0.62 0.75 0.94

Note: TE=tourist engagement, PSQ=perceived service quality, PV=perceived value, SAT=satisfaction,

BI=behavioral intention. The diagonal elements (bolded) are the square root of the AVEs of each construct and

should be greater than its correlation with other constructs.

4.4.2 Results of the Structural Model

The structural model fit with the data at a satisfactory level: x2=621.763, x2/df=1.87,

GFI=0.88, NFI=0.91, CFI=0.96, RMSEA=0.05, and SRMR=0.05. This model explained a

significant amount of variance for each construct: behavioral intention (58.7%), satisfaction

(74.7%), perceived value (36.1%), and perceived service quality (29.8%).

Table 4-4 and Figure 4-2 display the hypothesis testing results of the relationships between

five constructs. Among the ten hypotheses on the direct effects, eight hypotheses were supported,

with the p values <0.05. The largest path coefficient was between TE and perceived service

quality (β=.55). Note that the predictive validity test in Chapter 3 revealed a significant effect

between TE and behavioral intention. However, once other constructs were incorporated as

predictors of behavioral intention, the hypothesized relationship between TE and behavioral

intention was not supported (p=.443). This indicates a possibility of indirect effect through other

constructs (Baron & Kenny, 1986). In addition, the hypothesis on the relationship between

perceived value and behavioral intention was also not supported (p=.122).

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Table 4-4. Results on the hypothesized relationships between TE, PSQ, PV, SAT, and BI.

Hypothesized path Path coefficients C.R. p-value Result

H1. SAT → BI .49 4.974 *** Supported

H2. PV → SAT .48 9.626 *** Supported

H3. PV → BI .11 1.545 .122 Not supported

H4. PSQ → PV .32 5.162 *** Supported

H5. PSQ→ SAT .27 5.721 *** Supported

H6. PSQ → BI .20 3.372 *** Supported

H7. TE→ BI .05 0.768 .443 Not supported

H8. TE→ SAT .28 5.202 *** Supported

H9. TE→ PV .36 5.350 *** Supported

H10. TE→ PSQ .55 8.561 *** Supported

Note: TE=tourist engagement, PSQ=perceived service quality, PV=perceived value, SAT=satisfaction,

BI=behavioral intention. *** statistically significant at p<0.001.

Figure 4-2. The tested relationships between TE, PSQ, PV, SAT, and BI

Note: TE=tourist engagement, PSQ=perceived service quality, PV=perceived value, SAT=satisfaction,

BI=behavioral intention. *** statistically significant at p<0.001.

Note that the purpose of this study was to (1) compare the effect of TE with other predictors

of behavioral intention, and (2) determine TE’s relationships with other constructs. Table 4-5

summarizes the total effects, direct effects and indirect effects among these five constructs.

Results showed that although TE is not directly related to behavioral intention in this model, its

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total effect exceeds all the other antecedents. Also, TE exerts significant total positive effects on

perceived service quality, serviced value, and satisfaction (p<0.001).

Table 4-5. The total effects, direct effects and indirect effects in the hypothesized model.

Path Standardized

total effects

Standardized

direct effects

Standardized

indirect effects

TE→BI .557 (***) .050 (.439) .507 (***)

PSQ→BI .443 (***) .198 (**) .245 (***)

PV→BI .348 (***) .110 (.314) .238 (**)

SAT→BI .494 (***) .494 (**) .000

TE→SAT .687 (***) .280 (***) .407 (***)

PSQ→SAT .425 (***) .271 (***) .154 (***)

PV→SAT .481 (***) .481 (***) .000

PSQ→PV .319 (***) .319 (***) .000

TE→PV .538 (***) .364 (***) .174 (***)

TE→PSQ .546 (***) .546 (***) .000

Note: ***significant at p<0.001; **significant at p<0.01; *significant at p<0.05.

Even previous studies have recognized engagement's effect in maintaining a long-term

relationship between a customer and a service provider, the transformation mechanism lacks.

Moreover, the effect of TE has not yet been implemented in tourism. Through incorporating TE

in a comprehensive hierarchical model, our study enables the understanding of through which

path TE enhances tourist future intention to the destination.

Specifically, this empirical study shows that TE, perceived service quality, perceived value,

and satisfaction are significant predictors of tourist behavioral intention. By the incorporation of

TE, our study extended the extant traditional model of predicting behavioral intention using the

latter three constructs. In addition, results showed that TE works as a robust predictor compared

to other constructs considering its total effect on behavioral intention. Our study also suggests

TE as a strong predictor of perceived service quality, perceived value, and satisfaction. For

instance, regarding the total effect, TE has more influence on satisfaction compared to perceived

service quality and perceived value. The results indicate that by increasing the engaging

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experience of tourists, managers can simultaneously influence their experience on various

aspects, like quality, value, satisfaction and even future intention to the destination.

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Chapter 5 Conclusion

5.1 Summary

In the last decade, the term “engagement” has become popular and is widely used by

marketing practitioners for a better understanding of customer experience and

maintaining customer loyalty. It is believed that the mechanism to customer loyalty can

be further investigated by incorporating the emotional connection and value co-creation

process between customers and a company, i.e. through customer engagement (CE). This

study intends to apply the engagement concept in the context of tourism, where it has not

yet been discussed. The concept of tourist engagement (TE) developed in this study aims

to measure the quality of memorable tourist experience and to sustain a long-term

emotional connection between tourists and the destination.

Chapter 1 discusses the research background, rationale, and questions. The construct

engagement has been applied to multiple fields since the 1990s, like social engagement,

employee engagement, and student engagement. When recently implemented in market

practices, customer engagement is considered to be positively related with company

performance and customer loyalty. Despite the debates on its conceptualization and

measurement scale, the consensus is to consider it as a promising research theme and

advance its studies in marketing. However, the engagement construct has not yet been

discussed in tourism, especially focusing on tourist experience in the destination. Due to

the contextual nature of engagement, this study applies it into tourism with cautious

through three steps: conceptualization, scale development, and empirical validation. This

thesis attempts to answer the comprehensive question of "what is TE?", followed by

several sub-questions: (1) how does TE differ from other types of engagement? (2) What

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are the dimensions of TE? (3) How can TE be measured? (4) What is the role of TE in an

integrated model when working with other constructs (perceived service quality,

perceived value, and satisfaction) as predictors of behavioral intention?

Chapter 2 conceptualizes TE through a thorough discussion on its definition,

theoretical foundations and its differences from some similar constructs (i.e., customer

participation and involvement). This conceptualization was based on the review of

relevant literature in engagement studies, including engagement in other social studies,

and in marketing, as well as the theoretical perspective: the service-dominant logic

(Vargo & Lush, 2004). Specifically, engagement is viewed as a contextually dependable

and multidimensional construct, representing the motivational-driven interaction between

a subject and an object. In TE, tourists, as operant resources, use their skills, knowledge,

and expertise to interact and co-create value with other actors during a trip; while tourism

companies and destination organizations are resources providers. Herein, TE is defined as

tourists' psychological state that occurs by virtue of interactive, co-creative tourist

experiences with a focal agent/object (people/attraction/ activities /encounters) in focal

travel experience relationships.

Chapter 3 presents its scale development process as was recommended by Netemeyer

et al. (2003) and Churchill (1979) through three sub-studies: item generation, scale

purification, and scale validation. The initial items were generated from relevant

literature (customer engagement) and qualitative studies (in-depth interviews and focus

groups with cruise tourists), resulting in 137 items: 37 from customer engagement

literature and 100 from the qualitative studies. After deleting the overlapped items and

considering comments from the expert review, 53 items were kept for purification. By

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using an online panel and Amazon Mechanical Turk (MTurk), a total of 264 participants

were used for purification, resulting in a five-factor model of TE. This factor model

included social interaction, immersed involvement, novelty-seeking, interaction with

employees, and relatedness. Another survey with 329 participants was collected for scale

validation. However, after testing a variety of factor models using partial aggregation, we

determined a four-dimensional, second-order, 16-item measurement model of TE scale;

the immersed involvement and novelty-seeking factors constituted a dimension—

activity-related tourist engagement. This scale demonstrates sufficient psychometric

properties on uni-dimensionality, reliability, and validity. Besides, the predictive validity

test presents a significant effect of TE on behavioral intention, explaining for 35.4% its

variance.

Chapter 4 presents the way to implement TE in marketing practices by testing its

relationship with several constructs, including perceived service quality, perceived value,

satisfaction, and behavioral intention. Chapter 4 aims to compare TE's effect on the

behavioral intention with other predictors, as well as explore its relationships with other

constructs. Results showed that TE exerts the largest total effect on behavioral intention,

and also works as antecedents for perceived service quality, perceived value, and overall

satisfaction.

5.2 Discussion

Our study develops and validates the operationalization of TE scale in three steps

(see Table 5-1). The final TE scale contains social interaction (SI), interaction with

employees (IE), relatedness (RL), and activity-related tourist engagement (ATE), which

includes sub-dimensions of immersed involvement (II) and novelty-seeking (NS).

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Table 5-1. Item deletion and adding in the scale development process.

Study Procedure No. of items

Sub-study 1

(item generation)

• Generation of initial item pool from the literature review

and qualitative studies with 19 interviewees 137

• Item combination and deletion 62

• Representativeness and readability check of measurement

items with four faculties and three Ph.D. students 53

Sub-study 2

(scale

purification)

• EFA for item purification by using 264 cruise tourists 26

• Inclusion of four more items to ensure each factor

contains at least five items for CFA 30

Sub-study 3

(scale validation) • Scale validation using 329 cruise tourists 16

SI, IE, and RL constitute a crucial component of engagement: interaction between

the subject and the object, which focuses on relationship-related engagement. Three types

of interactions in which tourists co-create value with others were identified in this study,

including social interaction with fellow tourists, interaction with employees, and

interaction with companions. This approach of dividing relationship-related engagement

into three components aligns with Appleton et al.’s (2006) study, which demonstrates the

importance of relationship in establishing student engagement (e.g., teacher-student

relationships and peer and family support). The interaction component has also been

examined in consumer studies, like the social interaction in Vivek (2009) and the

interaction dimension in So et al. (2014). However, in TE, the concept of interaction has

been expanded and specified, highlighting face-to-face, intensive interaction with various

actors at the destination. This interaction in travel relationships enables interactive and

value co-creative process, it is through which ideas, thoughts, and feelings about the

travel experience are shared. Furthermore, it enhances tourist experiences from

behavioral, cognitive, emotional, social, and psychological aspects.

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The SI dimension (emotional and behavioral components) suggests that tourists are

willing to share their experiences with fellow tourists. This sharing generates value and

adds to individual memorable experiences as is described "socially interacting with others

made me happy." Influencing others' experiences and recommending places/services that

worth trying give tourists positive feelings because they share valuable insights on things

to do and places to see. SI goes beyond a simple sharing and enables value co-creation

among different tourists. Note that tourists voluntarily and willingly fulfill their own

needs by investing time, effort, and money on a trip, because they attach value to this

process (Prebensen, Chen, & Uysal, 2014). Service providers could benefit from this

because tourists can cope with a wide variety of situations and interact with other people

on their own (Prebensen & Foss, 2011), bringing positive experiences to others.

It is noteworthy that IE (cognitive and emotional components) is different from

customer participation, which has been studied from the company perspective and the

goal is to improve service performance by integrating customers as partial employees.

However, the IE dimension is different because it focuses on how customers perceive and

react to the interaction and how this influences their travel experiences. As Vargo &

Lusch (2014) suggested in S-DL, customers (tourists) are both beneficiary and determiner

of value during the service process. Therefore, in taking a customer-centric approach, IE

touches upon customer emotional, cognitive, and behavioral responses to an offering.

The RL dimension (cognitive component) highlights individual interactions with

people they travel with. Traveling with companions, tourists feel less isolated from their

home during a trip. This connectedness with close friends, family members, or colleagues

adds to the ultimate experience by integrating individuals' personal life and work life with

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travel life. Relatedness is the only relationship exists before a trip, extending after the trip,

and has more chance of spilling over into daily life. This component generates value in

travel experience by maintaining social bonds with a sense of attachment, closeness, and

knowledge about companions.

The ATE, containing cognitive, emotional and behavioral components, indicates that

an object (in engagement) does not need to be a person; engagement can also refer to

activities and encounters. Immersed involvement (II) refers to subjective perception and

behavioral participation during the trip. It highlights occasions when tourists are fully

concentrated and absorbed by what they are doing. This process adds value to travel

experiences because tourists enjoy what they are doing and feel positive. II generates a

feeling that "time is flying," which indicates loss of self-consciousness, effortless

concentration, and intrinsic enjoyment known as flow (Csikszentmihalyi, 1990).

Meanwhile, the last component, novelty-seeking (NS), is motivational driven. Although

NS has long been considered an essential element in travel motivation (Crompton, 1979;

Lee & Crompton, 1992), the concept in our study goes past just motivation. In TE, this

motivation is transformed into actual behavior. That is, tourists not only are motivated by

unplanned, unexpected, and unusual activities/encounters but also take spontaneous

action to engage. This type of uncertainty adds value to memorable experiences.

5.3 Theoretical Contribution

Our study contributes to the research on engagement studies, tourist experience, and

destination service management. To start with, it enriches the way researchers and

practitioners use engagement. Although engagement as a construct has been explored in

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several contexts (e.g., education, organization, and marketing), its application in the

context of tourism, particularly focusing tourist on on-site experience, has not yet been

studied. Our study expands the discussion of engagement in a different context. It is

among the first endeavors to conceptualize a “tourist engagement” (TE) construct, with a

thorough research on its definition, dimensionality, and measurement scale. Our study

responds to the call by MSI to advance the understanding of "engagement" in academic

marketing literature and contributes to the calls for more empirical studies on engagement

(Bolton, 2011; Hollebeek et al., 2014; Shaw et al., 2011).

In addition, we contribute to a better understanding of tourist experience through

value co-creation perspective. By applying the engagement concept and introducing S-

DL (Vargo & Lusch, 2004), we shed light on individuals’ role in adding value to their

own travel experience. Specifically, tourists actively use their skills, knowledge, and

expertise to interact and co-create value with other actors during the trip. They are not

only adding values to their own memories, but also bring in positive experiences to others

through interactions. Herein, tourism companies and DMOs are resources providers

offering tourists with tangible and intangible interactions with the servicescape, service

providers, and fellow tourists.

Moreover, our study offers a robust TE scale which can be implemented in

destination service management. The measurement scale is relatively short, certainly a

manageable size. Moreover, the four dimensions of TE are theoretically consistent with

engagement as it is conceptualized in consumer behavior and tourism. These dimensions

provide destination marketers direction to improve tourist engaging experience. Also, this

study establishes a relationship between TE and behavioral intention, indicating TE is a

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strong predictor of post-consumption evaluations. It explains how TE, especially the co-

creation of value by tourists in their engagement with others could influence future

actions, including purchase intention and word-of-mouth. Study results also provide an

alternative to evaluating the customer-brand relationship, demonstrating that the

emotional connection between tourists and destination can be enhanced by integrating a

variety of actors into value co-creation. We expect to see TE scale used to generate

knowledge about managing tourist engagement experiences during their trips and

maintaining their emotional connections with destinations as they move into behavioral

intention.

5.4 Managerial Implication

This study provides some important implications for destination marketing practices.

The reliable and valid measurement of TE that can be used by destination managers and

tourism companies in assessing their success. Specifically, it can be used to assess the

level of engagement with a destination through four dimensions. As a result, managers

and tourism companies can launch different strategies to improve or enhance each

dimension of tourist engaging experience. TE scale allows managers to develop a

measurable and reasonable marketing program where they can allocate resources (time,

money, and human resources) for enhancing specific dimensions of TE. The goal is to

retain the loyalty of current tourists and attract new tourists by ensuring the quality of

travel experience.

In addition, this TE scale can work as an effective tool for market segment (e.g., by

using composite means, factor scores of each dimension). For instance, tourists could be

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segmented into heterogeneous groups based on their engagement levels, like highly

engaged, moderately engaged, and unengaged. Highly engaged tourists would be more

profitable for destinations and companies through revisit intentions and word-of-mouth

effect; marketing strategies could be implemented to retain the loyalty of these highly

engaged tourists. Besides, management could work to improve the satisfaction among

tourists in the other two groups. In addition, it would also be beneficial to identify the

segmented groups through their socio-demographic background, past travel experience,

attitudes, behaviors and etc. Therefore, different marketing strategies and travel packages

could be provided to attract different groups.

Moreover, our study shows how TE works in an integrated model with perceived

service quality, perceived value, and satisfaction to predict behavioral intention. It

provides a holistic picture of understanding tourist behavior from value co-creation to

post-consumption experience. The mechanism shows by increasing tourist engaging

experience, their perception of the service performance, value and overall satisfaction

could be significantly enhanced, which in turns leads to a long-term relationship between

tourists and the destination (revisit intention or positive word-of-mouth).

5.5 Limitation and Future Studies

Our study has some limitations which need to be solved in future studies. First, our

study started with both North American and Chinese cruise tourists during the item

generation process (Sub-study 1), aiming to generalize the measurement scale in a cross-

cultural setting. However, due to the difficulties to reach Chinese tourists when the author

was studying in Canada, our study only tested with North American tourists in the sub-

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126

study 2 and 3. The author would like to visit the biggest port of call in China (Shanghai)

in the future and empirically test the developed TE scale with Chinese cruisers using site

intercept survey. This future study plan also aligns with Hinkin et al.’s (1997)

recommendation: use a replication study as the last step of scale development., This

replication wants to explore if TE has different expressions (in dimensions) across

cultures and nationalities. Secondly, our study only collected data from cruise tourists;

aforementioned, if our study could measure the complexity of TE in this complex cruise

tourism, it would mean the TE scale could be easily adapted to other settings. Therefore,

another suggestion for future research is to generalize our study results in other settings

(integrated resorts, theme parks, and the like).

Another direction is to empirically test some other antecedents and consequences of

engagement as proposed in the extant literature. For instance, literature has suggested

participant, flow, interactivity, involvement, commitment, rapport, and trust (Bowden,

2009b; Brodie et al., 2011; Hollebeek, 2011a; Patterson et al., 2006; van Doorn et al.

2010; Vivek, et al., 2012) as antecedents of customer engagement, while involvement,

commitment, rapport, satisfaction, trust, perceived quality, co-created value, brand

experience, and brand loyalty as potential consequences (Bowden 2009b; Brodie et al.,

2011; Hollebeek, 2011a; Patterson. et al., 2006; van Doorn, et al. 2010; Vivek, et al.,

2012). Further research needs to investigate the relationship between TE and the above-

listed constructs. In addition, it is important to figure out what drive tourists to engage;

constructs like travel motivation (Choi, Huang, Khazaei, & Flaherty, 2017; Crompton,

1979), self-concept (Huang & Choi, 2017; Huang, LeBlanc, J., & Choi, 2016), and past

travel experience (Huang & Hsu, 2009) could be examined as possible antecedents of TE.

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Last but not least, as engagement focuses on the emotional connection between

customers and a company, future studies could also consider using emotional relationship

related constructs as dependent variables, like brand emotional attachment (Malär,

Krohmer, Hoyer, & Nyffenegger, 2011), brand romance (Patwardhan &

Balasubramanian, 2011) and brand love (Carroll & Ahuvia, 2006).

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Appendices

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Appendix 1. The details of items from relevant literature.

Constructs Components Measurement Items Literature Contexts

Customer

engagement

enthusiasm

I spend a lot of my discretionary time ____.

I am heavily into _______.

I am passionate about _____.

My days would not be the same without ___.

Vivek

(2009)

various

activities conscious

participation

Anything related to _____ grabs my attention.

I like to learn more about ______.

I pay a lot of attention to anything about ____.

social interaction

I love ______ with my friends.

I enjoy ______ more when I am with others.

__is more fun when other people around me do it too.

Customer

engagement

behavior

cognitive

processing

Using [brand] gets me to think about [brand].

I think about [brand] a lot when I’m using it.

Using [brand] stimulates my interest to learn more about [brand].

Hollebeek

et al.

(2014)

social media

settings affection

I feel very positive when I use [brand].

Using [brand] makes me happy.

I feel good when I use [brand].

I’m proud to use [brand].

activation

I spend a lot of time using [brand], compared to other [category]

brands.

Whenever I’m using [category], I usually use [brand].

[Brand] is one of the brands I usually use when I use [category].

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Customer

engagement

identification

When someone criticizes this brand, it feels like a personal insult.

When I talk about this brand, I usually say we rather than they.

This brand’s successes are my successes.

When someone praises this brand, it feels like a personal

compliment.

So et al.

(2014)

hotel and

airline brands

enthusiasm

I am heavily into this brand.

I am passionate about this brand.

I am enthusiastic about this brand.

I feel excited about this brand.

I love this brand.

attention

I like to learn more about this brand.

I pay a lot of attention to anything about this brand.

Anything related to this brand grabs my attention.

I concentrate a lot on this brand.

I like learning more about this brand.

absorption

When I am interacting with the brand, I forget everything else

around me.

Time flies when I am interacting with the brand.

When I am interacting with brand, I get carried away.

When interacting with the brand, it is difficult to detach myself.

In my interaction with the brand, I am immersed.

When interacting with the brand intensely, I feel happy.

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interaction

In general, I like to get involved in brand community discussions.

I am someone who enjoys interacting with like-minded others in the

brand community.

I am someone who likes actively participating in brand community

discussions.

In general, I thoroughly enjoy exchanging ideas with other people in

the brand community.

I often participate in activities of the brand community.

Tourist

involvement

pleasure

/interest

Buying a vacation is like buying a gift for myself.

A vacation is somewhat of a pleasure to me.

I attach great importance to a vacation.

One can say vacation destinations interests me a lot.

Gursoy &

Gavcar

(2003)

international

leisure

tourists risk probability

Whenever one buys a vacation, one never really knows whether it is

the one that should have been bought.

When I face a variety of vacation choices, I always feel a bit at loss

to make my choice.

Choosing a vacation destination is rather complicated.

When one purchases a vacation, one is never certain of one’s choice.

risk importance

It is really annoying to purchase a vacation that is not suitable.

If, after I bought a vacation, my choice proves to be poor, I would

be really upset.

Involvement

attraction

Camping is one of the most enjoyable things I do.

Camping is very important to me.

Camping is one of the most satisfying things I do. Kyle et al.

(2006) camping

centrality

I find a lot of my life is organized around camping.

Camping occupies a central role in my life.

To change my preference for camping to another recreation activity

would require major rethinking.

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social bonding

I enjoy discussing camping with my friends.

Most of my friends are in some way connected with camping.

Participating in camping provides me with opportunity to be with

friends.

identity affirmation

When I participate in camping, I can really be myself.

I identify with people and image associated with camping.

When I’m camping, I don’t have to be concerned with the way I

look.

Identity Expression

You can tell a lot about a person by seeing them camping.

Participating in camping says a lot about who I am.

When I participate in camping, other see me the way I want them to

see me.

Customer

participation

cooperation

The employees of this theme park got my full cooperation.

I carefully obeyed the rules and policies of this theme park.

I will prepare well before receiving the specific theme park service

to facilitate service delivery.

Wu (2010) theme park

attentive

communication

When I experienced a problem at this theme park, I would tell the

employee the way that they can serve my need.

Whenever I had the chance, I made constructive suggestions to this

theme park on how to improve its service.

If I noticed a problem, I informed an employee of this theme park

even if it does not affect me.

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Customer

participation

participation in

service design and

standard build-up

I will describe my requirements to the hotel.

I will inquire of the receptionist what services I can get.

I’d like to join in the activity of service designing and standard-

building.

I’d like to design the function and quality standard, and provide time

of the service products according to my needs.

When I am dissatisfied with the service, I will let the hotel or servers

know.

I will tell the server when I am not satisfied with his service.

I’d like to take part in the investigation about customer requirements

of hotel.

active interaction

with employees

I will actively cooperate with the servers during the service process.

I will express my appreciation to the server when I am satisfied with

his service.

I’d like to ask for servers by name.

I will tell the servers what I need.

Wang et al.

(2007) hotel

information

collection

I will research the competitors before deciding which one to check

in.

I will seek the information from media (such as magazines,

advertisements, websites of hotels) about the hotel before deciding

which one to check in.

I’d like to receive mail (or e-mail) ads from the hotel.

I’d like to keep contact with this hotel.

word of mouth

communication

Advice from relatives and friends is very important to me when

choosing a hotel.

I will ask my relatives or friends, if they have been there, about their

impression of this hotel.

Good “word of mouth” from relatives and friends is an important

reason I chose this hotel.

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Appendix 2. Recruitment letter.

To whom it may concern,

We are conducting a research project to develop a new construct “Tourist Engagement”.

The study results are expected to better understand the meaningful interactions and value

cocreation processes in tourists’ experience, and help managers provide tourists with

memorable experience and build a long-term relationship with tourists.

We are looking for experienced tourists who were at least 25 years old and have had at

least one cruise experience in the last 12 months (first-timer) or who have had at least one

cruise experience in the last 5 years (repeaters). Focus group and in-depth interview will

be conducted. The estimated time for focus group will be 60-90 minutes, and the

estimated time for interview will be 60 minutes. During the focus group or in-depth

interview, you will be required to share 3 to 5 pictures you took during the cruise trip.

The pictures will be used to assist a story telling process, and will not be published. If

there are also other people shown in any of the picture, please inform them this picture

will be used in a focus group or an in-depth interview, but will not be submitted or

published. You can choose to participate in either a focus group or an in-depth interview

and you will receive 20 dollars for your participation. All participants will be assigned an

ID number to ensure data remains confidential.

If you are qualified and interested in participating in this study, please contact the

researcher Shuyue Huang at [email protected] or 1-519-731-5867 and indicate which

study you want to participate in. Shuyue Huang will then arrange a suitable time at

University of Guelph or a public coffee shop in Guelph.

This study has been reviewed and received ethics approval through University of Guelph

Research Ethics Board with the REB16JN008.

Again, your cooperation and contribution to this study are greatly appreciated.

Sincerely,

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Appendix 3. Interview and focus group questions.

1. Please briefly describe your last cruise trip experience.

(e.g. when, destination, cruise company, cruise line, how many days, with whom, type of

trip)

2. Please show me some pictures that you took during the cruise trip and briefly tell the

story behind the pictures.

(3-5 pictures, pictures you think that are meaningful to share, the pictures represent the

impressive or happy moments during the trip)

3. Could you please recall one scenario where you had (some or all) of the following

experiences?

• fully absorbed by and enthusiastic (e.g. about the activities, people)

• actively searched and used the resources available

• felt a sense of identification and commitment to what you were doing on board

• could not detach yourself from what you were doing

• time flew

• willing to get involved or participate in the activities, interact with people

• willing to spend time, energy and effort to interact and share with people (e.g. help

others, chat with others, share experience etc.)

• fully forgot your daily roles and work

• felt love, adoration, or crazy about what happened on board

4. What motivated you to participate in the scenario mentioned above?

5. Could you share one memorable experience you had with employees, your

companions, or fellow tourists? (one example for each if possible)

6. After the cruise, how did you share this travel experience with family or friends?

(e.g. telling stories or recommending this trip to friends and relatives, sharing pictures on

social media, posting comments online and etc.)

7. If you take another cruise, what would you want to do and what would you want to

avoid?

8. Is there anything interesting or important you want to add?

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Appendix 4. The expert survey.

Expert Review Survey

Thank you for taking the time to be an expert reviewer for the scale development of tourist engagement. We are interested in

understanding the meaningful interactions and value co-creation processes in tourists’ experience. This should help managers provide

tourists with a memorable experience and build a long-term relationship with tourists. Please read the definition of tourist engagement

and answer the following questions. There are no right or wrong answers.

Definition of Tourist Engagement:

A tourist's psychological state that occurs by virtue of interactive, co-creative tourist experiences with a focal agent/object

(people/attraction/ activities /encounters) in focal travel experience relationships.

Please evaluate each of the 53 items of the tourist engagement scale based on relevancy and readability.

A) Readability: Please rate the readability of the initially developed items below using the following 5-point scale:

Poor (1); Neutral (3); Excellent (5)

B) Representativeness: Please indicate the extent to which you think the following items are representative of tourist engagement

using the following 5-point scale:

Not Very Representative of Tourist Engagement (1); Somewhat

Representative of Tourist Engagement (3); Very Representative of Tourist Engagement (5)

C) Any suggestions or comments for refinement

No. Items Readability Relevancy Suggestion (e.g.

wording)

1 ……

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Appendix 5. The skewness and kurtosis of the TE items and behavioral intention items.

Construct Item Skewness Kurtosis Item Skewness Kurtosis Item Skewness Kurtosis

TE

1 -0.349 -0.271 19 -0.547 -0.249 37 -0.325 -0.781

2 -1.508 3.058 20 -0.861 0.423 38 -0.621 0.195

3 -0.713 0.171 21 -0.875 0.486 39 -0.673 0.749

4 -0.926 0.918 22 -0.609 0.057 40 -0.081 -0.260

5 -1.297 2.120 23 -0.378 -0.338 41 -0.657 0.474

6 -0.808 0.144 24 -0.314 -0.235 42 -0.209 -0.385

7 0.022 -0.389 25 -0.323 -0.486 43 -0.271 -0.392

8 -0.916 1.469 26 -0.599 0.357 44 -0.288 -0.644

9 -0.775 0.408 27 -0.369 -0.219 45 -0.768 0.624

10 -0.681 0.054 28 -0.084 -0.327 46 -0.900 0.693

11 -1.035 1.037 29 -0.556 0.589 47 -0.798 1.318

12 -1.842 5.821 30 -0.345 -0.297 48 -1.316 2.763

13 -0.879 0.540 31 -0.738 0.418 49 -1.339 1.756

14 -1.214 1.774 32 -0.261 -0.553 50 -1.075 0.899

15 -1.491 3.680 33 -0.637 0.536 51 -0.721 0.381

16 -0.916 0.498 34 -0.123 -0.752 52 -0.371 -0.131

17 -0.721 0.165 35 -0.145 -0.652 53 -0.692 0.249

18 -0.705 0.300 36 -0.481 -0.293

Behavioral

intention 1 -1.571 2.734 2 -1.348 1.575 3 -1.477 1.682

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Appendix 6 The skewness and kurtosis of the all the survey items.

Constructs Item Skewness Kurtosis Constructs Item Skewness Kurtosis

TE

1 -0.985 0.546

TE

16 -0.420 -0.631

2 -1.208 1.899 17 -0.142 -0.630

3 -1.073 0.734 18 -0.546 -0.244

4 -0.576 -0.284 19 -0.341 -0.745

5 -1.389 1.775 20 -0.558 0.110

6 -1.399 2.933 21 -0.249 -0.131

7 -0.843 0.171 22 -1.064 1.208

8 -0.688 0.855 23 -0.578 0.012

9 -1.359 2.594 24 -0.689 0.327

10 -0.684 0.549 25 -0.707 0.356

11 -0.272 -0.428 26 -0.933 1.055

12 -1.267 2.662 27 -0.549 0.062

13 -0.950 1.145 28 -0.743 0.337

14 -0.318 -0.378 29 -1.902 4.911

15 -1.059 1.884 30 -0.838 0.778

PSQ

1 -0.852 0.724

PV

1 -0.798 0.241

2 -0.999 1.003 2 -1.088 0.915

3 -0.982 0.932 3 -1.057 1.207

4 -0.991 0.732 4 -0.859 0.228

SAT

1 -1.117 2.020

BI

1 -1.691 3.688

2 -1.536 3.214 2 -1.196 1.286

3 -1.444 2.120 3 -1.422 2.073

Note: TE=tourist engagement, PSQ=perceived service quality, PV=perceived value, SAT=satisfaction,

BI=behavioral intention.