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Moving Beyond Mass Discounting

See how Staples Canada used real-time Offer Agents to convert anonymous traffic and build loyalty while protecting margin. A CRMC 2026 case study with Exchange Solutions.

August 6, 2026 6 min read Video Content
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Exchange Solutions
Moving Beyond Mass Discounting title slide with Staples and Exchange Solutions branding and red retail sale tags, from the CRMC 2026 case study on driving profit with Offer Agents

Driving Profit with Offer Agents

Staples Canada is a complex retail business: a cross-category assortment from core supplies to tech and print, two distinct B2B and B2C audiences shopping side by side, and millions of high-volume sessions across digital channels. Most of that traffic is anonymous, with no identity, profile, or history, and most visitors leave without ever being engaged.

Presented at CRMC 2026 by Megan Blackburn, Senior Director of Integrated Marketing at Staples Canada, this case study shows how Staples moved beyond mass discounting to real-time Offer Agents, converting anonymous traffic and building loyalty while protecting margin.

The Challenge

Most Traffic Is Anonymous

The reality of digital retail: unknown visitors with no identity or history, where behavior is the only signal to read, and most sessions end as missed opportunity.

  • • Unknown visitors, no profile or history
  • • Behavior is the only readable signal
  • • Most leave without being engaged

Three Goals, One Balancing Act

Mass promotions weren't working, not for margin and not for loyalty. Staples needed to hit three goals at once without giving away profit on every order.

  • • Grow conversion into completed baskets
  • • Protect margin on every order
  • • Build long-term loyalty value

Introducing an Offer Agent

Instead of asking who the customer is, the Offer Agent responds to what they're doing, moving from signal to decision to action in real time:

Signal

Evaluates visitor behavior in real time, reading intent from the moment rather than from identity.

Decision

Decides whether engagement is even needed, engaging selectively rather than universally.

Action

Determines the minimum effective incentive, moving spend from broad blasts to precise moments.

The Results

The always-on anonymous traffic program delivered sustained results, growing conversion while protecting margin:

1.3x

above target spend

+25%

average order value

+26%

return on ad spend

+4%

margin

The same engine, applied to known customers in a Preferred Member test, went further with a deeper signal:

+22%

average order value

2.4x

offer acceptance rate

1.4x

completion rate

What Changed

The lift came from precision over volume: engaging not every visitor and not every moment, but only when behavior signals intent. Three shifts sat at the heart of the program:

Behavior Over Identity

What a visitor does matters more than who they are. You don't need to know the customer to start building loyalty.

Moments Over Campaigns

Decisions made now, not weeks ago. Spend moves from scheduled blasts to the right moment, offer, and visitor.

Decisions Over Rules

Adaptive logic instead of hard-coded rules, deciding in real time rather than following a static playbook.

About This Presentation

What You'll Learn

  • Why mass promotions fail on both margin and loyalty
  • How an Offer Agent moves from signal to decision to action
  • How to convert anonymous traffic without knowing the customer
  • Why precision beats reach for both new and known customers

Perfect For

  • Retail and marketing leaders reliant on promotions
  • Digital and ecommerce teams converting anonymous traffic
  • Merchants balancing conversion against margin
  • B2B and B2C operators with high-volume traffic

Presented By

Megan Blackburn

Senior Director of Integrated Marketing, Staples Canada

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