September 11-13, 2018 | Boston Park Plaza​


About The Event

For the fifth year in a row, Evergage is hosting The Personalization Summit! Each year, The Summit offers world-class keynote speakers, engaging breakout sessions, and relationship building & networking opportunities. Attendees will learn personalization strategies and techniques, trends and best practices, and actionable ideas and real-world use cases to improve their personalization programs.

This event brings together 300+ marketing, ecommerce, customer experience, and product management professionals from leading companies across industries to share their knowledge and experiences, network and build relationships, and develop actionable plans to bring their personalization initiatives to the next level.

If you’re building or executing a personalization program at your organization, you belong at The Personalization Summit.

Join us in Boston September 11-13, 2018 and get inspired by and interact with world-leading personalization experts, strategists and practitioners!

Last year’s speakers included executives from:

What to Look Forward to at The Personalization Summit:

Inspiring Keynotes

Hear Don Peppers, CX pioneer and
co-author of the best-selling book “The One-to-One Future,” and Karl Wirth, Evergage Co-founder & CEO, share their insights on the current state and future of 1:1 personalization.

Client Panels

Attend panel discussions and learn from leaders transforming customer experiences across industries including technology, retail, financial services, media, and more.

Breakout Sessions

Check out expert-led sessions tailored for B2B and B2C practitioners at every level, from novice campaign builder to advanced strategist.

Platform Roadmap

Discover the exciting features and capabilities planned for the Evergage platform, and catch up on recent product updates and priorities as well.

Exclusive Workshops

New bonus day of sessions, workshops and networking available exclusively to Evergage clients.

1:1 Connections

Enjoy the evening cocktail and networking receptions full of food, friends and fun, plus have the opportunity to provide feedback to the product team.


Tuesday, September 11th

  • Welcome Reception 6:00 PM

    Join us for Cocktails & Hors d’oeuvres to kick-off the 5th Personalization Summit. RSVP during registration. Or, email Cara at

WEDNESDAY, September 12th

  • Breakfast & Registration 7:30 AM
  • Opening Remarks & Keynote 9:00 AM
  • Morning Break 10:30 AM
  • Breakout A 10:45 AM

    • Case Studies: How Financial Services & Insurance Companies are Improving Customer Experiences with Personalization
    • Case Studies: How SaaS and Other Companies are Better Engaging Customers with In-App Personalization
    • Case Studies: How B2B Companies are Improving Demand Gen and ABM Results with Personalization
    • Case Studies: How Leading E-Commerce Companies are Changing the Game with 1:1 Personalization
    • Case Studies: How Innovative Higher Ed and Content-Intensive Sites are Putting Personalization to the Test

  • Breakout B 11:40 AM

    • Cross-Channel Personalization in Financial Services: Connecting Website, Email and Mobile App Experiences
    • Uncovering and Unifying Customer Data: CDP Overview
    • Developing End-to-End Personalized Website Experiences: B2B Use Cases
    • Developing End-to-End Personalized Website Experiences: E-Commerce Use Cases
    • Enhancing Customer Data and Understanding with Personalized Surveys

  • Lunch & Birds-of-a-Feather Discussions 12:25 PM
  • Don Peppers - Keynote 1:25 PM
  • Evergage Founders Announcements 2:10 PM
  • Breakout C 2:50 PM

    • “Selling” Personalization to Fellow Executives: Building Momentum and Justifying the Investment
    • Connecting with Customer Data Sources through Orchestration and Triggered Workflows
    • Driving B2B Conversion Goals with Email Personalization
    • Driving E-Commerce Conversion and AOV Goals with Email Personalization
    • Customer Panel: Personalization Design and UX Learnings

  • Afternoon Networking Break 3:25 PM
  • Breakout D 3:55 PM

    • Organizing your Company and Marketing Stack For Personalization Success
    • Enhancing the Value and Effectiveness of Complementary Technologies through API-based Integrations)
    • How to Connect All Channels for Seamless, Personalized Experiences for B2B Customers
    • How to Connect All Channels for Seamless, Personalized Experiences for E-Commerce Shoppers
    • Driving Greater Customer Loyalty with Personalization Campaigns

  • Breakout E 4:50 PM

    • How to Re-Energize your Offers and Promotions with 1:1 Personalization
    • Delivering Data Resources Across the Organization with Data Architecture Best Practices
    • How to Leverage Analytics & Reporting to Gain Better Insights into B2B Customers and Prospects
    • Combining Human and Machine Learning Insights to Better Understand your E-Commerce Customers
    • Respecting Customer Privacy: Best Practices for GDPR Compliance While Still Maximizing the Value of Personalization

  • Closing Remarks & Awards 5:30 PM
  • Cocktail Reception 6:00 PM

THURSDAY, September 13th *Client Focused Workshops & Sessions*

  • Breakfast & Registration 7:30 AM
  • Evergage Roadmap 9:00 AM
  • Morning Break 10:30 AM
  • Breakout A 10:45 AM

    • Getting Started with Website Personalization: A Workshop for Personalization Newbies
    • Mastering Website Personalization: A Workshop for Personalization Professionals
    • Uncovering Advanced, Machine Learning-Driven Recommendation Strategies
    • Panel Discussion: Discovering Evergage Tools and Best Practices for Developers
    • Understanding the Basics of Algorithmic Recipes and 1-to-1 Machine Learning-Driven Recommendations

  • Breakout B 11:40 AM

    • Troubleshooting Campaigns with Evergage Tools
    • Evolving from Rules and Segments to Machine Learning Personalization
    • Workshop: Everything You Need to Know About Personalized Email Campaigns
    • Mastering Machine Learning Analytics to Uncover Opportunities and Potential Issues in Real Time
    • Workshop: Increasing the Precision of Campaign Results with Testing and Attribution Best Practices

  • Lunch 12:25 PM
  • Breakout C 1:25 PM

    • Moving up the Personalization Maturity Curve: B2B Beginners
    • Moving up the Personalization Maturity Curve: E-Commerce Beginners
    • Moving up the Personalization Maturity Curve: B2B Advanced
    • Moving up the Personalization Maturity Curve: E-commerce Advanced
    • Moving up the Personalization Maturity Curve: Financial Services

  • Closing Remarks 2:10 PM

Don’t Delay, Register Today!

Interested in Speaking?

At this time we are looking for experienced, knowledgeable, passionate digital marketing and personalization experts to help us round out our roster and present during breakout sessions, keynotes, and panels.

Click here for more information, and to submit your application.

The deadline to submit an application is June 29th. We look forward to receiving your submission!

Venue & Logistics

The Personalization Summit will be held once again at the Boston Park Plaza. The hotel offers an experience that is truly one-of-a-kind, a place where you can enjoy a richly textured and profoundly memorable taste of the real Boston. Following a landmark renovation, the Boston Park Plaza offers guests all the charisma and deeply individual charm of a historic hotel with the effortless comforts of a new one. Offering incomparable proximity to everything that makes Boston a treasured destination, enjoy an ideal location just steps away from the Public Garden, Theater District, and many of the city’s most popular historical sites.

Visit The Boston Park Plaza website to find out more about this great venue.

Boston Park Plaza
50 Park Plaza at Arlington Street Boston, Massachusetts, 02116

Traveling in from out of town? Our room block is now open. Rooms sold out fast last year, so book early and don’t miss out. Call Boston Park Plaza Reservations at 617-379-7129 and mention the Evergage Personalization Summit for our discounted rate, or reserve online here.