Activate Summit

The conference that dives deep into a joyful customer journey

San Francisco | September 7 – September 9, 2022

Activate Summit North America starts in Event has ended. The on-demand recordings will be available soon. Stay tuned!
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Why Attend

This year at Activate Summit, we’re all about the marketing moment: those seemingly small interactions that build into something bigger, transforming a customer’s relationship with your brand. In other words, one moment can totally change the game.

Join us for three days packed with thought-provoking sessions as we dive deeper into what makes these moments tick. Network and connect in person with like-minded marketers while you hear from industry experts and leading brands. Discover how you can elevate marketing moments, build real connection, and create lasting impact for customers.

Who You’ll Meet

Activate Summit is for the marketing masters involved in bringing customers a delightful experience. And it takes a team—a cross-functional crew of Dreamers, Builders, and Makers—in order to craft a truly meaningful moment. Because every expert brings something unique to the table.

 

   Dreamers

Dreamers constantly have an innovative, clear eye on the future. They think big and identify the direction of your brand and ensure customers grow along with the business.

  Makers

Makers foster connections directly with customers. They craft strategies and tactics that promote long term relationships and satisfy the customer’s call for individualization.

  Builders

Builders thrive in problem solving and shaping the foundation on which the business succeeds. They construct products that bring customers joy and create the best infrastructure to empower brand growth.

 

Past Attendees

Featured Keynote

Nicole Byer

Host of an Emmy-Winning TV Show, Comedian, Actress, Podcaster, and more.

Nicole Byer is a multi-talented performer who brings a touch of humor to everything she does. From hosting Netflix’s Nailed It to her own podcast Why Won’t You Date Me?, Nicole isn’t one to shy away from center stage.

Her next adventure? Being the keynote speaker at Activate Summit North America, of course. Get ready to giggle as Nicole brings buckets of joy to Activate.

Sessions

Strategy

Gaining Marketing Momentum

If you’re looking for inspiration, you’re in the right place. This track will resonate if you relate to the Dreamer. You’ll hear about current and future marketing trends from thought leaders in the space. Think: big picture. The takeaways from this track will give you ideas to take back to your marketing teams and use as jumping off points for your own strategies.

 

Execution

Tapping into the Tactical

This track is all about the “how.” If you are curious how certain marketing strategies are executed, which tools are used, and why they’re important for success. If you’re interested in bringing out your inner Builder, this track will explore the nitty gritty of making marketing moments that have lasting impact and improve the overall customer experience.

 

Professional Development

Digging into Development

Listening and absorbing information may work for some, but if you’re looking to be more in touch with your Maker side, a hands-on experience may be more up your alley. Our professional development track is loaded with interactive activities and networking opportunities. Pull up a chair and get ready to be a part of the fun.

Agenda at a Glance

The schedule can be updated up until the event, so check back often and opt-in to receive notifications. All times are in PDT (Pacific Daylight Time).

Wednesday, September 7, 2022
1:00 PM - 5:00 PM Pre-Conference Customer Workshops
Thursday, September 8, 2022
8:00 AM Breakfast and Registration
9:00 AM Morning Keynote
10:20 AM Morning Breakout Sessions
12:45 PM Lunch
2:00 PM Afternoon Breakout Sessions
5:00 PM End of Conference Day 1
5:00 PM Happy Hour
6:00 PM Iterable After Party
Friday, September 9, 2022
8:00 AM Breakfast and Registration
9:00 AM Morning Keynote
10:00 AM Morning Breakout Sessions
12:00 PM Lunch
1:00 PM Event Ends

Schedule

September 7, 2022

  Dreamers
  Makers
  Builders
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1:00 pm

Iterable Advanced Workshop
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Have you mastered the foundations of Iterable and are hungry for more? Then this workshop is for you! Join us for this four hour, pre-conference workshop at Activate.

By the end of this advanced workshop you’ll be able to:

  • Plan and implement an ongoing sunset policy using segmentation to act on list-hygiene best practices
  • Determine the initial campaign steps to take with a newly cleaned list to boost positive engagement metrics in the 60 days following their initial sunsetting campaign
  • Implement ongoing industry-validated deliverability practices to send the right message, to the right people, at the right time, creating memorable experiences for their customers

*Please note, you must be pre-registered to attend this workshop.

1:00 pm

Iterable Foundations Workshop
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Are you new to Iterable or have you been with us for awhile and would like a refresh on all the basics? Then this workshop is for you! Join us for this four hour, pre-conference workshop at Activate.

By the end of this foundations workshop you’ll be able to:

  • Configure a sandbox project within Iterable to enable sending a campaign including message channels, message types and sender email addresses
  • Create a template, maintain a list and send a campaign from Iterable
  • Create an onboarding journey using workflows, user and event data and filters to ensure a personalized and optimized experience

*Please note, you must be pre-registered to attend this workshop.

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September 8, 2022

  Dreamers
  Makers
  Builders
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9:10 am

Morning Keynote
By Adriana Gil Miner  •  Chief Marketing Officer,  Iterable
By Andrew Boni  •  Founder & CEO,  Iterable
By Jeff Samuels  •  COO,  Iterable
By Robert Schroko  •  VP of CRM, Audience Data Strategy, and Analytics/Research,  A+E Networks
By Sandrine Mangia-Park  •  Chief Marketing Officer,  Merryfield
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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.

10:20 am

How to Confidently Leverage SMS as a Marketing Channel
By Brad Blanken  •  VP of Strategic Alliances,  Telnyx
By Alyssa Roe  •  Senior Solutions Consultant,  Iterable
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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.

10:20 am

Women Language + Power and Standard Communication
By Susannah Baldwin  •  Leadership and Communications Coach,  Susannah Baldwin, Ph.D.
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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.

10:20 am

Keep Up With The Times: Advice for Shifting Your Marketing Strategies
By Nicole Fisher  •  Sr. Manager, Engagement Marketing,  Glassdoor
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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.

11:10 am

How to Build Flexible, Effective Notification Preferences For Any Audience, at Any Time
By Neil Wainwright  •  CEO,  UpHabit
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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.

11:10 am

Building Long Term Value to Keep Customers Engaged
By Sterling Bailey  •  Sr. Director of Marketing Infrastructure,  Evernote
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Building long-term value is essential to reducing churn. So how do you ensure that your current users stay engaged, focused, and passionate about your product? It all begins with understanding your customer.

Join Sterling Bailey, Sr. Director of Marketing Infrastructure at Evernote, as he shares Evernote’s evolution from “batch-and-blast” beginnings, to looking deeper into customer habit journeys and adapting new features to help users stay on track with their goals.

You’ll discover ways to understand your users at a deeper level, and how to adapt your strategies to match exactly what your customers are looking for.

11:10 am

Travel & Hospitality Roundtable
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This industry has taken a massive hit during the pandemic. Now, it’s bouncing back. There’s no better time to connect with colleagues in the travel and hospitality space to learn what challenges they’ve faced and how they’ve pivoted to overcome hurdles. Maybe you have a success story you think others would find helpful. If that’s the case, come join this roundtable session!

11:10 am

Hybrid Excellence Roundtable
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The hybrid model of work is here to stay, and business leaders are working to get the formula right. Strong company culture is critical to success, but how can you build a company culture that resonates with all employees — in-person, hybrid, and remote? 

Join this interactive roundtable, facilitated by Iterable’s DE&I team, to learn how today’s leading companies build and sustain a thriving hybrid company culture.

12:00 pm

Iterable Product Keynote and Showcase
By Bela Stepanova  •  VP of Product Management,  Iterable
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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.

12:45 pm

Lunch
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12:45 pm

Retail & Ecommerce Roundtable
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Sales in the retail space have evolved. “Instead of Always Be Closing,” the saying should be, “Always Be Providing an Individualized Customer Experience.” It doesn’t quite roll off the tongue. Today, it’s imperative that we, as brands, understand the wants, needs, and preferences of retail customers. Connect with fellow retail and ecommerce marketers to share your knowledge and hear how others are using dynamic content and more to create individualized experiences.

12:45 pm

Women’s Empowerment Roundtable
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Some of the fastest-growing industries are also the most male-dominated ones. Even when gender equality is prioritized in one workplace, advancements are rarely evenly distributed, and barriers to women persist in many business and corporate functions. 

Join this interactive roundtable, facilitated by Iterable’s DE&I team, to talk through best practices for advancing gender equality and empowering women in the workplace.

1:15 pm

Consumer Apps & Services Roundtable
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Providing a consumer app or service is all about customization. What do customers really want? On top of determining what users are looking for, you also need to figure out how to meet expectations. Connect with others in the consumer apps and services industries to hear how they’ve integrated individualization into their marketing strategies and share your own insights and experiences.

1:15 pm

Intersectionality Roundtable
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Intersectionality is the acknowledgment that everyone has their own unique experiences of discrimination and oppression, and businesses must consider all sides of marginalization — gender, race, class, sexual orientation, physical ability, etc. — in company culture and marketing.  Without an intersectional lens, efforts to tackle inequalities and injustice towards marginalized populations are likely to just end up perpetuating systems of inequalities.

Join this interactive roundtable, facilitated by Iterable’s DE&I team, to debate how business leaders can work to be intersectional allies.

2:00 pm

Studio and Segmentation: Building Complex, Reusable Audiences for Dynamic Content
By Anna Bayacal  •  Sr. Manager, Digital Communications,  Cinemark
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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.

2:00 pm

Presenting with Impact
By Susannah Baldwin  •  Leadership and Communications Coach,  Susannah Baldwin, Ph.D.
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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.

2:00 pm

Using Engagement Data to Drive Higher Relevancy
By Jason Sisley  •  Head of Strategy ,  Den Aviary, an Inte Q company
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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.

2:00 pm

In-App & Push Notification Deep Dive Roundtable
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Have a mobile app? Get together with like-minded mobile app marketers to discuss two powerhouse marketing channels: in-app messaging and push notifications. These channels tie directly to your mobile app but are part of a larger cross-channel strategy. Talk with peers about the challenges and successes your team has faced with implementing these channels and the different types of messages that resonate with audiences. You’ll take away next steps, new tests to try, and innovative ideas for using in-app messaging and push notifications.

2:00 pm

Product-Led Engagement Roundtable
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Marketing to other businesses comes with its own challenges—you need to understand your end users from both a demographic and behavioral perspective to ultimately increase usage within your product. More usage = an increase in adoption = retention and ultimately growth. In this roundtable you’ll be able to connect with marketers from other brands looking to drive product lead growth and hear how they create individualized marketing strategies for their end users.

2:50 pm

Test 1, 2, 3: Creating an A/B Testing Framework
By Alex Orton  •  Sr. Lifecycle Marketing Manager,  Tally
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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.

2:50 pm

Connect and Collect: Propelling Customer Journeys with the Power of Automation
By Nate Casimiro  •  Senior Marketing Operations Specialist,  StreetEasy
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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.

2:50 pm

SMS Deep Dive Roundtable
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Texting has come a long way since the days of “IDK, my BFF Jill.” Now, texting can be used as a marketing channel to connect with customers and collect zero-party data in a direct, open dialogue. Get together with mobile marketers who are looking to implement an SMS marketing strategy in an effort to create a more individualized customer experience. Learn what other brands are doing and share your own knowledge to help others succeed!

2:50 pm

Insurance & FinTech Roundtable
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Money is personal. So, as marketers in the FinTech and Insurance industries, you have to ensure you’re handling customer communication with a level of sensitivity. On top of that, you have to build relationships and establish trust between the customer and your brand. But how? This roundtable will give you the opportunity to connect with other marketers in the FinTech and Insurance industries to see how they’re approaching customer relationships. Don’t be shy, give your two cents too!

3:40 pm

Beyond the Buzzword: Why it’s Time to Ignore “Best Practices”
By Allie Donovan  •  Head of Retention and Lifecycle Marketing,  Quince
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“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.

3:40 pm

Creativity Under Stress: 3 Ways to Unlock Ingenuity
By Solunis Nicole Bay  •  Somatic Coach
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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.

3:40 pm

Putting Data Science in the Hands of Marketers With AI, Segmentation, and Individualization
By Sinéad Cheung  •  Senior Product Manager,  Iterable
By Taylor Briggs  •  Associate Product Marketing Manager,  Iterable
By Ankur Mathur  •  Senior Engineering Manager,  Iterable
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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.

3:40 pm

Iterable Ambassadors Roundtable
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You love Iterable, and we love that for you. Come connect with other marketers who also get a kick out of our customer activation platform. Maybe there are some features you want to discuss, or suggestions you have—we want to hear it! As an Iterable ambassador we look to you for honest feedback and this roundtable is the place to share.

3:40 pm

Media & Entertainment Roundtable
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We know you’re “in the industry,” but what does being “in the industry” really mean from a marketing perspective? This roundtable session gives you the opportunity to meet up with other marketers in the Media and Entertainment industries to share experiences and swap stories. Learn what has resonated with customers of brands similar to yours—maybe you’ll get some new ideas you’ve never even thought of! 

4:30 pm

How to Create Process Out of CRM Chaos
By Phil Hill  •  Associate Manager, Retention Marketing,  DoorDash
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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.

4:30 pm

Creating an Immersive Fan Experience
By Fahad Zahid  •  Head of Brand and Digital Marketing,  PGA
By Aileen Berran  •  Senior Director of Fan Engagement and Data Strategy,  NHL
By Lisa Parsell  •  Senior Strategy Consultant,  Iterable
By Greg Asman  •  Founder and Managing Principal,  The Asman Group
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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.

4:30 pm

The Complexity of Customer Identity and Its Role in Personalization
By Michael Katz  •  CEO & Co-Founder,  mParticle
By Hidekazu Ii  •  Senior Director of Product, Consumer Identity,  NBCUniversal
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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.

4:30 pm

Product Meet and Greet Roundtable
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Join Iterable Product Managers for an open dialogue on What’s Next for Iterable. Whether you’re a power-user, just getting started or considering Iterable, here’s your chance to connect with our product team and ask questions in this free form setting. We’d love to hear your feedback and ideas.

5:00 pm

Happy Hour
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