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Discover 5 steps to shift from outdated campaigns to AI-powered, real-time customer moments.

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Save the Date for Activate Summit 2026

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Escape the batch-and-blast cult.

You ditched the campaign. Now build what comes next with our 5 steps to personalized, real-time customer engagement.

Your 5-step Playbook for Moments-Based Marketing

From batch to bespoke. This five-part webinar series gives you a practical roadmap for implementing moments-based marketing.

Step 1: Build Your Data Foundation for Intelligent Marketing

Oct 16th

To make real-time, personalized marketing possible, your data can’t just sit in storage—it needs to move. In this session, you’ll learn how to design a data strategy that’s flexible, future-ready, and AI-optimized. We’ll cover how to define your single source of truth, why composability is essential for adaptability, where a CDP fits into your architecture, what it takes to achieve real-time data readiness, and how to get your data optimized for agentic intelligence so insights fuel action instantly.

In partnership with:

Andrew Hagen

Andrew Hagen

Director, Solutions Marketing

Iterable

Nate Wardwell

Nate Wardwell

Product Evangelist

Hightouch

Step 2: Redesign Your Journeys for Real-Time Relevance

Nov 6th

Static journeys don’t match how customers move—or what they expect. This session shows you how to build cross-channel experiences that adjust instantly to behavior, preferences, and changing business priorities using tools like event-based triggers, Catalog, and Predictive Goals. Learn how leading brands are boosting adaptability across editorial, growth, CRM, and product teams to orchestrate truly responsive journeys—no rigid workflows, no manual rewrites.

In partnership with:

Andrew Hagen

Andrew Hagen

Director, Solutions Marketing

Iterable

Steven Aldrich

Steven Aldrich

SVP of Marketing Services

Ragnarok

Step 3: Scale Contextual Personalization with Modular Content

Dec 4th

Great journeys need great content—but building from scratch every time isn’t scalable. In this session, learn how to amplify real-time personalization with dynamic Iterable features like Catalog, Snippets, and Templates as well as Movable Ink Studio for one send and infinite creative. You’ll leave with a blueprint for building a content system that evolves with your customer—powered by experimentation, automation, and tools that lighten the load, not add to it.

In partnership with:

Andrew Hagen

Andrew Hagen

Director, Solutions Marketing

Iterable

Betty Rangel

Betty Rangel

Senior Product Marketing Manager

Movable Ink

Step 4: Put AI to Work with Human-Led Expertise

Jan 14th

Marketers don’t need more dashboards—they need more hours. In this session, learn how to use AI to streamline decisions, reduce manual work, and act faster on what matters. We’ll explore how Iterable’s AI suite helps detect micro-moments, suggest the next best action, and optimize send time and channel—all while keeping humans in control of strategy and storytelling. You’ll leave knowing where to lean on AI, where to lean in creatively, and how to do more with less.

In partnership with:

Andrew Hagen

Andrew Hagen

Director, Solutions Marketing

Iterable

Erin Kelsh

Erin Kelsh

VP, Messaging Solutions and Innovation

Merkle

Step 5: Turn Strategy into Revenue-Critical Action

Jan 28th

You’ve built the foundation—now it’s time to move. In this session, learn how to operationalize your moments-based strategy across the entire lifecycle, from onboarding to winback. We’ll show how tools like Predictive Goals and performance alerts keep your programs aligned to business outcomes rather than vanity metrics, and how Iterable’s platform, services, and partners help you activate faster. You’ll leave with a clear path to turn strategy into impact, before the moment passes.

In partnership with:

Andrew Hagen

Andrew Hagen

Director, Solutions Marketing

Iterable

Sana Cordeaux

Sana Cordeaux

Head of Global Partnerships & Ecosystem GTM

Amplitude

Register for the webinar series

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Discover 5 steps to shift from outdated campaigns to AI-powered, real-time customer moments.

Read More

Moments-based marketing isn't a mindless ritual.
It's a real-time opportunity.

3X

Triggered messages drive 3X more revenue than than one-size-fits-all sends.

20%

Brands using AI-driven personalization see a 20% increase in marketing ROI.

96%

lower revenue per send for batch-and-blast campaigns relative to 1:1 triggered campaigns.

Make moments-based marketing a reality.

Learn how to create real-time, cross-channel engagement that makes every customer feel like they're your only customer.

resource image 5steps-mbm.webp

5 Steps to Moments-Based Marketing

Don't let batch-and-blast hold you back. Discover 5 steps to shift from outdated campaigns to AI-powered, real-time customer moments.

photo of Alana Clarianes

Alana Clarianes

Digital Marketing Analyst, Melbourne Football Club

The Death of Cumbersome Technology.

"Outdated technology held us back. With Iterable's segmentation, reporting, and journey tools, we now deliver personalized experiences that truly connect with our fans."

photo of Ivory Razor

Ivory Razor

Director, Transactional Comms, CustomInk, Angi

Powerful Features Without the Campaign Complexity.

"Balancing ease of use with advanced capabilities is tough—Iterable gets it right with a simple interface and powerful features."

photo of Rose Goldschmidt

Rose Goldschmidt

CRM Marketing Specialist, SpotHero

Right Moment. Right Channel. Maximum Impact.

"Iterable's Send Time & Channel Optimization ensures every message hits the right channel at the perfect moment, maximizing impact and engagement."

photo of Erika Olsen

Erika Olsen

Sr. Manager, Audience Operations, Morning Brew Inc.

AI That Doesn't Just Predict—It Performs.

"With Iterable's AI, we've unlocked deeper audience insights, accelerated activations, and streamlined workflows—driving efficiency and bigger results."

photo of Steve Mastrocola

Steve Mastrocola

Sr. Director, Audience Marketing, SeatGeek

Ditch Campaigns, Create Experiences.

"At SeatGeek, we transform rich customer data into tailored experiences, matching fans with the events they love."

photo of Navin Ramathevan

Navin Ramathevan

CRM Product Manager, Tractive

Where Mass Marketing Fails, Smart Activation Wins.

"By personalizing our activation flow, we've boosted activation rates by at least 10%."

photo of Fahad Zahid

Fahad Zahid

Head of Head of Brand & Digital Marketing, the PGA of America

Good Marketing Feels Effortless—Because It Is.

"Iterable has revolutionized the PGA of America's audience engagement—automating data ingestion, user segmentation, and personalized journeys with ease."

photo of Deanna Stevenson

Deanna Stevenson

Customer Communication Analyst, Extra Space Storage

RIP the Old Way—Personalized Journeys Lead the Future.

"We go beyond single campaigns, tailoring every message with personalized data—staffing hours, locations, and type of storage—to create customized, relevant experiences."

Get ready for Iterable Nova

*Coming soon*

The AI agent to power moments-based marketing

Iterable Nova is the next evolution of Iterable’s platform. Designed to be prescriptive, conversational, and goal-based, Nova is purpose-built for the modern marketer.

Talk to your CSM

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