Activate Summit

The conference that dives deep into a joyful customer journey

San Francisco | September 7 – September 9, 2022

Morning Keynote

Morning Keynote

Adriana Gil Miner  • Chief Marketing Officer at Iterable

Andrew Boni  • Founder & CEO at Iterable

Jeff Samuels  • COO at Iterable

Robert Schroko  • VP of CRM, Audience Data Strategy, and Analytics/Research at A+E Networks

Sandrine Mangia-Park  • Chief Marketing Officer at Merryfield

Kicking off the day, Iterable co-founder and CEO Andrew Boni will highlight the state of marketing and how brands today are connecting with audiences in a joyful, individualized way. From there, Iterable CMO Adriana Gil Miner looks ahead to what’s next for marketing and how our view of the customer experience might need a new perspective to succeed. Closing out the session, Iterable COO Jeff Samuels will be joined on stage by Merryfield and A+E Networks to chat about what a joyful experience really means for today’s consumers.

How to Confidently Leverage SMS as a Marketing Channel

How to Confidently Leverage SMS as a Marketing Channel

Brad Blanken  • VP of Strategic Alliances at Telnyx

Alyssa Roe  • Senior Solutions Consultant at Iterable

SMS has exploded as a powerful marketing channel that drives customer engagement, loyalty, and conversions. But, with a history of complex regulations and compliance standards, SMS marketing can be a challenging channel to add to a marketing mix. Iterable has partnered with Telnyx—a licensed international carrier— to provide brands with more flexibility and greater global reach. In this session, Brad Blanken, VP of Strategic Alliances at Telnyx, will talk about powerful use cases for SMS marketing and demystify the channel to help marketers effectively and confidently leverage SMS as a marketing channel.
Women Language + Power and Standard Communication

Women Language + Power and Standard Communication

Susannah Baldwin  • Leadership and Communications Coach at Susannah Baldwin, Ph.D.

The Women, Language & Power session, led by leadership and communications coach, Susannah Baldwin, Ph.D., explores issues of gender, power, and the extraordinary role language plays in inhibiting or unleashing women’s potential to be effective and powerful in the business world. Susannah will explore the social conditioning that results in women modifying their speaking to always be collaborative, contain their bodies and voices, and put others’ needs before their own – minimizing their effectiveness in the workplace. This session focuses on how women can make new language choices that connect them to their power, themselves, and their goals.
Keep Up With The Times: Advice for Shifting Your Marketing Strategies

Keep Up With The Times: Advice for Shifting Your Marketing Strategies

Nicole Fisher  • Sr. Manager, Engagement Marketing at Glassdoor

When it comes to empowering your customers to help them reach their goals, nailing the journey is key. But customer journeys are rarely a one-and-done deal. The world moves fast, and companies must adapt as the times change to support their customers’ ever-changing needs. In this session, join Nicole Fisher, Sr. Manager of Engagement Marketing at Glassdoor, as she recounts how Glassdoor has evolved to ensure that customers find the right job for them, through the beginnings of the pandemic and beyond. You’ll learn how to create journeys for your users, and how to re-evaluate whether it’s time to pivot and add new products or features.
How to Build Flexible, Effective Notification Preferences For Any Audience, at Any Time

How to Build Flexible, Effective Notification Preferences For Any Audience, at Any Time

Neil Wainwright  • CEO at UpHabit

Dive into the nitty gritty of notification preferences. Discover how Iterable’s extensive server APIs, along with backend and mobile engineering, build deep, granular, and adaptable notification preferences for your users. Using settings such as time of day, channel preferences, and notification category, learn how to adjust notifications in real-time and have them instantly updated for users across the globe.
Iterable Product Keynote and Showcase

Iterable Product Keynote and Showcase

Bela Stepanova  • VP of Product Management at Iterable

In this session, you’ll hear all about the latest innovations and enhancements to the Iterable platform, including a look at Iterable’s new AI Optimization Suite. Bela Stepanova, Senior Vice President, Product Management and members of the Iterable Product team will take the stage to dive into how our newest products and features make joyful, individualized communications that power growth.
Studio and Segmentation: Building Complex, Reusable Audiences for Dynamic Content

Studio and Segmentation: Building Complex, Reusable Audiences for Dynamic Content

Anna Bayacal  • Director, Digital Communications at Cinemark

Who doesn’t love a good list? With Iterable, you can leverage segmentation and studio tools to build complex lists that power dynamic content across multiple campaigns.

Join Cinemark’s Sr. Manager of Digital Communications, Anna Bayacal, in this session to learn more about how to manage different content across different cohorts and teams—using Studio to increase the accuracy of your messaging. Hear more about how to maximize efficiency by refreshing data on standard lists, so that the logic only needs to be set once.

Presenting with Impact

Presenting with Impact

Susannah Baldwin  • Leadership and Communications Coach at Susannah Baldwin, Ph.D.

Presenting with Impact is a group training that concentrates on developing skills in content structure, messaging, use of stories and analogies, and effective delivery style. Participants practice these skills by preparing a short spoken presentation for the group, followed by targeted and actionable feedback from the trainer and fellow participants to identify opportunities to improve their impact. Participants are encouraged to identify their pertinent real-life stories and use them to connect with audiences.
Using Engagement Data to Drive Higher Relevancy

Using Engagement Data to Drive Higher Relevancy

Jason Sisley  • Head of Strategy at Den Aviary, an Inte Q company

Our customers communicate with us through micro-signals. As email marketers, we tend to focus on success metrics or explicit signals—open rate, click rate, conversion rate, unsubscribe rate—but what happens in between can be just as important. Jason will discuss how recognizing signals using customer engagement (or non-engagement) can create a roadmap for a more relevant communication plan for all of your customers.
Test 1, 2, 3: Creating an A/B Testing Framework

Test 1, 2, 3: Creating an A/B Testing Framework

Alex Orton  • Sr. Lifecycle Marketing Manager at Tally

Let’s say you’re feeling inspired and you write a poem about Activate Summit. How would you know if it’s a good poem? The truth is, it’s hard to evaluate something that’s subjective if you don’t have a framework in place. (Although we’d love to see that poem.)

The same is true when it comes to crafting successful A/B tests—a solid framework is crucial. Join this session with Tally’s Sr. Lifecycle Marketing Manager, Alex Orton, to uncover how to use Iterable to create an effective A/B testing framework to clarify, guide, and power up your experiments.

Connect and Collect: Propelling Customer Journeys with the Power of Automation

Connect and Collect: Propelling Customer Journeys with the Power of Automation

Nate Casimiro  • Senior Marketing Operations Specialist at StreetEasy

Are you pushing the limits of Iterable’s automation toolset? If your small-but-mighty marketing squad has limited engineering resources, then it’s vital to utilize catalogs, data feeds, and third-party platforms to automate workflows.

No one knows this better than the team at StreetEasy. With more than 12 catalogs and data feeds in production, StreetEasy delivers over 80 million hyper-personalized campaigns each month to their audiences — without lifting a finger

Join StreetEasy’s Senior Marketing Operations Specialist, Nate Casimiro, in this session to discover how to trigger journeys and populate campaign templates using cost-effective platforms and minimal resources, all while reducing manual efforts and driving impactful, personalized customer journeys.

Beyond the Buzzword: Why it’s Time to Ignore “Best Practices”

Beyond the Buzzword: Why it’s Time to Ignore “Best Practices”

Allie Donovan  • Head of Retention and Lifecycle Marketing at Quince

“Best practices” is one of those phrases that never seems to go away. Ultimately, we all want to do our due diligence, especially when it comes to crafting an email program. But when does a “best practice” turn a guideline into a limit?

In this session with Allie Donovan, Quince’s Head of Retention & Lifecycle Marketing, discover why it’s time to throw out historical best practices, and look instead at individual demographics, behaviors, and testing strategies to maximize email engagement and revenue. You’ll learn how to think differently and develop strategies for testing against best practices and you’ll leave with fresh campaign ideas.

Creativity Under Stress: 3 Ways to Unlock Ingenuity

Creativity Under Stress: 3 Ways to Unlock Ingenuity

Solunis Nicole Bay  • Partner at Evolution

Do you ever feel like you’re at a loss for solutions, time, or energy? Do you feel like so much of your energy gets spent on your list of revolving tasks and on putting out fires that you don’t have any energy left for thinking creatively when you most need to? We have all been there. The good news is that there are practical solutions that support your ability to thrive and be creative under pressure. Neuroscience studies have shown that somatic practices unlock our ability to be creative and resilient even in high-stress environments. During this interactive session, you will learn how to meet your goals in high-pressure moments, find new solutions to old problems, and have ease with your team during periods of upheaval and change. Solunis Nicole Bay will share how creativity and somatics can deepen your ability to help you move through stuckness and fear to take action in stressful times.
Putting Data Science in the Hands of Marketers With AI, Segmentation, and Individualization

Putting Data Science in the Hands of Marketers With AI, Segmentation, and Individualization

Sinéad Cheung  • Senior Product Manager at Iterable

Taylor Briggs  • Product Marketing Manager at Iterable

Ankur Mathur  • Senior Engineering Manager at Iterable

Do you struggle with how to leverage AI to improve your marketing programs? You aren’t alone. Access to Data Science teams is hard. Aggregating data from all channels into a single platform is time consuming. Pre-built solutions aren’t customizable and don’t drive actual results. Join us for a ‘fireside chat’ with our AI Product Experts to learn how to incorporate AI into your programs to drive better segmentation, messaging and journey triggering.
How to Create Process Out of CRM Chaos

How to Create Process Out of CRM Chaos

Phil Hill  • Associate Manager, Retention Marketing at DoorDash

Process improvements can always be made —whether you’re building a new CRM program, joining an existing one, or finding yourself bogged down in the daily routine of a program that you’ve used for years. But how do you pinpoint the CRM processes that need review? And how do you prioritize the need-to-haves versus the nice-to-haves? This session will dig into exactly what you need to improve efficiency and decrease service-level agreements (SLAs). Discover tips and tricks for making smart process adjustments that increase or maintain your program’s output quality.
Creating an Immersive Fan Experience

Creating an Immersive Fan Experience

Fahad Zahid  • Head of Brand and Digital Marketing at PGA

Aileen Berran  • Senior Director of Fan Engagement and Data Strategy at NHL

Lisa Parsell  • Senior Strategy Consultant at Iterable

Greg Asman  • Founder and Managing Principal at The Asman Group

Developing an immersive customer experience is how brands are creating distinction as products and services are becoming more and more ubiquitous.  In this session, hear how the PGA and NHL are thinking about, developing, and delivering an immersive customer experience for their fans.  They’ll share how they’re planning for uncertainty (COVID impacts), their roles in creating this experience between sports teams/players, how fan emotions play a role in communications, how changing consumer habits impacts go-to-market efforts, and what effectiveness looks like in order to determine success.
The Complexity of Customer Identity and Its Role in Personalization

The Complexity of Customer Identity and Its Role in Personalization

Michael Katz  • CEO & Co-Founder at mParticle

Hidekazu Ii  • Senior Director of Product, Consumer Identity at NBCUniversal

With consumers engaging on more devices across more apps than ever before, plus changes in the privacy landscape—like the iOS 15 policy changes—customer identity is becoming increasingly complex. Join Michael Katz, CEO of mParticle, and Hidekazu Ii, Sr. Director of Consumer Identity Product at NBCUniversal, to discuss the challenges of creating a unified view of the customer while maintaining a balance between maximizing the value of data for personalization and respecting user privacy. Learn about NBCUniversal’s approach to identity, as it pertains to user conversion, household identity, the use of deterministic vs. probabilistic matching, and more.
Find Your Target: Reaching Different Personality Types Without Flooding Your Marketing Channels

Find Your Target: Reaching Different Personality Types Without Flooding Your Marketing Channels

Tim Hemingway  • SVP, Commerce at Havas Media

Marketers are only human. Often, how we like to be communicated with isn’t always the same as what our customers prefer. For example, personality tests usually stick to four dominant personality types–which means if you only connect with your type, you’re missing out on 75% of your audience. While some may overcompensate for this disconnect by sending more messaging, this only muddies the waters.

In this session, Havas Media’s SVP of Commerce, Tim Hemingway, breaks down various marketing channels and tools, and how they can be used to appeal to different personality types. Join this session to learn how to break out of your comfort zone, and communicate with your customers in the way they prefer.

Technical and Organizational Strategies for Successfully Implementing Iterable

Technical and Organizational Strategies for Successfully Implementing Iterable

Brian Schmidt  • VP, Acquisition & Retention at ReserveBar

It goes without saying that when it comes to implementing new technology, there’s a lot to consider—both at the technical and organizational level. In this talk, Brian Schmidt, ReserveBar’s VP of Acquisition & Retention, will share useful tips and tricks for building, refining, and clarifying your implementation strategies. This includes: what to think about, which pitfalls to avoid, and how to get buy-in from all players involved. Discover new ways of thinking about implementing Iterable to ensure technological and organizational success.
The Gobbledy Trap: How Great Copy Can Transform Your Marketing

The Gobbledy Trap: How Great Copy Can Transform Your Marketing

Jared Blank  • Author, Consultant, Former CMO at

“Gobbledy” is the nonsense language that companies fall back to using instead of writing clear, concise copy. Companies give lots of excuses why they use this language: “it’s what our customers respond to” or “emails have to be short or nobody will read them” or “everyone knows what a purpose-built customer data platform purpose built for customer-obsessed marketers means so I don’t have to explain it.” This session will discuss strategies for how to bring clarity and personality back to your marketing copy, while driving results.
Leveraging Catalog to Build Loyalty and Deliver Joy

Leveraging Catalog to Build Loyalty and Deliver Joy

Ana Mourao  • Customer Journey/CRM Senior Manager at Stanley Black & Decker

Catalog gives you the ability to both acquire new customers and retain current ones—even if you’re targeting different audiences across the globe. In this session, Ana Mourao, Customer Journey/CRM Manager at Stanley Black & Decker, will demonstrate how to leverage Catalog functionality inside Iterable to collect more data and provide customized content along the customer journey. Learn ways to boost retention metrics, use dynamic templates to appeal to disparate audiences, and scale with fewer resources, all while ensuring that your customers come back again and again.
Leveraging Zero-Party and First-Party Data to Get Results

Leveraging Zero-Party and First-Party Data to Get Results

Mike Nelson  • Co-Founder at Really Good Emails

The world of customer cookies is ending, which means that marketers will need to rely on their own data to segment and engage. Data can vastly improve the quality and relevance of customer communications when it is used correctly, but too much information can make implementation cumbersome. Birthdays? Transactions? Search history? What kind of data should you capture and use? In this session you’ll see what others are doing, learn how to mine your customers (and their data) for information, and plan campaigns that make an impact with that data.
Get in the Game: Level Up Your Player Experiences With Personalized Customer Journeys

Get in the Game: Level Up Your Player Experiences With Personalized Customer Journeys

Rachel Kamel  • Director, CRM at Zwift

Everyone plays games differently—whether you like to spend time with friends on your virtual farm, or go on a grand adventure to fight digital dragons—there’s something for everyone. A personalized player lifecycle is fundamental for keeping players engaged, both in-game and IRL.

Rachel Kamel, Director of Growth at NCSoft, will share how they use Iterable’s triggers, workflows, and rich player data can help build customer journeys that follow each player’s progression and gameplay habits. You’ll learn how to create an optimized customer lifecycle by sharing personalized content at exactly the right time—helping your customers “level up” while driving sales and preventing churn.

Inspiration Creation: How to Come Up With Your Next Campaign Idea

Inspiration Creation: How to Come Up With Your Next Campaign Idea

Matthew Smith  • Co-Founder at Bunsen & Really Good Emails

Unlike the movies, inspiration doesn’t come when you’ve been staring at a blackboard while semi-transparent figures swirl around your head. Creating a meaningful campaign is a lot of work and planning, and often the inspiration for that campaign comes from multiple places, people, and experiences. But inspiration isn’t enough if it doesn’t help you achieve your goals. For thirty minutes, join us as we teach you how to find ideas, how to structure them, and how to take them to the next level in your campaigns.

Take the next step.

Iterable is the customer activation platform that helps brands deliver joyful experiences with harmonized, individualized and dynamic communications at scale.

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