Moving Beyond Transactional Loyalty

April 18, 2023 | Hilton Downtown | Austin, Texas

Event Info

This one day event is jointly hosted by The Wise Marketer Group and Epsilon. Supporting sponsors include the Loyalty Academy and Adobe.

Let’s discuss ”Moving beyond transactional loyalty” and address the relationships between Customer Experience, Customer Engagement and Customer Loyalty. Recognizing the need to build awareness ahead of the transaction, what approaches will be most effective in 2023? In this workshop we’ll work to establish relationships beyond promotions and measure emotional connections.

Speakers and Agenda

Loyalty Unstuck: Moving Beyond Transactional Loyalty

Phil Rubin from The Wise Marketer Group will facilitate along with Epsilon

Loyalty marketing, now in its 5th decade, is stuck.  Stuck on homogenous programs and one-dimensional value propositions and a lack of brand differentiation.  This session will cover why loyalty is stuck, how to get it unstuck, and live examples of brands that deliver on more than transactional value, delivering emotional experiences that lead customers to being loyal and more profitable.

Nuturing Unknown Customers to become advocates via personalzed loyalty experiences

Speakers from Epsilon and  Adobe

In a post-pandemic world, it’s more important than ever to capture and expand value from every one of your customer segments.  In order to maximize customer lifetime value, it is critical for companies to nurture and elevate all segments of the Customer Loyalty Pyramid – Unknown Customers, Known Customers, Members and Advocates. In this session, we will share a modern customer loyalty framework that utilizes personalized experiences during moments that matter.  The result: a transformation of anonymous customers to become some of your strongest brand advocates.

Group Exercise: Putting it all together

Phil Rubin from The Wise Marketer Group will facilitate along with Epsilon

This will be a recap of topics covered in the presentations and subsequent discussions followed by a group exercise where we will provide a live case for small groups to use and apply the ideas covered during the day and how to leverage soft benefits.  Participants will share their work and we’ll select a winner and showcase all the thinking, including time for discussion and questions.

Panel Discussion: Where do we go from here?

Phil Rubin from The Wise Marketer Group will facilitate a panel discussion

Loyalty is and should be ever changing and evolving to reflect new opportunities for customers, brands and stakeholders. Here we’ll showcase some new technologies and with a panel of experts, provide insights into new opportunities, how to test them and discuss expectations of the future of loyalty.


Start Time End Time Session
8:45 AM 9:00 AM Welcome & Introductions
9:00 AM 10:30 AM Loyalty Unstuck
10:30 AM 11:00 AM Break & Networking
11:00 AM 12:30 PM Anonymous Customers to Brand Advocates
12:30 PM 2:00 PM Lunch & Networking
2:00 PM 3:30 PM Putting it all Together
3:30 PM 4:00 PM Break & Networking
4:00 PM 4:45 PM Closing - Where do we go from here?
5:30 PM 7:30 PM Reception & Cocktails



Hilton Downtown Austin

Book your hotel room AS SOON AS POSSIBLE to get a special rate of $289 per night.

Note: Rate is available through check-in Monday April 17th and checkout April 19th, 2023


Please note capacity at this event is limited and we will be registering those on a first come, first serve basis