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Article

Journal of Service Research


2019, Vol. 22(2) 173-188
Actor Engagement in Networks: ª The Author(s) 2019
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Defining the Conceptual Domain DOI: 10.1177/1094670519827385
journals.sagepub.com/home/jsr

Roderick J. Brodie1, Julia A. Fehrer1,2 , Elina Jaakkola3,


and Jodie Conduit4

Abstract
Considerable managerial and academic interest has made engagement a key priority in marketing and service research, spurring a
rapidly increasing body of literature on this topic. Academic research initially explored customer engagement (CE) and customer
engagement behavior within the firm-customer dyad. Recent developments suggest a need to broaden the conceptual domain of
CE not only from the focal subject of customers/consumers to a general actor-to-actor perspective but also from the firm-
customer dyad to relationships among multiple actors in service ecosystems. Hence, the purpose of this article is to bring a
broadened definition to the conceptual domain of actor engagement (AE) in networks. Our theorizing process adopted a
propositional conceptual approach that built on CE research and was guided by the general theoretical perspective of service-
dominant logic. The critical contribution of the article lies in its systematic development of the conceptual domain of AE and the
potential this development has for guiding knowledge development and cross-fertilization in various research fields, including
customer, work, citizen, and business engagement. We provide a definition of AE and five fundamental propositions that embody a
broader network perspective of engagement and conclude by discussing an agenda for future research that illustrates its manage-
rial relevance.

Keywords
actor engagement, customer engagement, connectedness, networks, service ecosystems

During the last 15 years, business practitioners have paid individuals provide and use peer-to-peer services. Also, plat-
increasing attention to the role of “engagement” in cocreating forms such as Tripadvisor, Turo, and Uber have brought trans-
customer experience (see, e.g., Malhotra, Malhotra, and See parency to engagement on multiple levels of aggregation.
2013; Marketing Science Institute 2014). Academic research Using Uber as an example, we can see that engagement occurs
associating the concept with enhanced customer commitment not only on a microlevel between individual peers (i.e., Uber
and loyalty (Vivek, Beatty, and Morgan 2012), customer-brand driver and Uber guest) but also on a meso-level between the
connections (Brodie et al. 2013; Hollebeek, Glynn, and Brodie collective of Uber guests (i.e., Uber review system) and indi-
2014), and, ultimately, enhanced corporate performance, vidual peers. Recent engagement research reflecting these
including sales growth, superior competitive advantage, and dynamic network structures emphasizes the reciprocal, social,
profitability (Kumar and Pansari 2016; Pansari and Kumar and collective nature of engagement beyond a dyadic interac-
2016), has further accentuated the importance of engagement. tion (e.g., Alexander, Jaakkola, and Hollebeek 2018; Chandler
This increased focus on engagement has helped align academic and Lusch 2015; Jaakkola and Alexander 2014) and multiple
and practitioner interests, especially in terms of understanding types of actors beyond just customers, such as citizens
the concept. (Bowden, Luoma-Aho, and Naumann 2016), employees
Initial academic work exploring the firm–customer dyad (Kumar and Pansari 2016), business partners (Reinartz and
defined customer engagement (CE) as the customer’s cognitive
and emotional absorption resulting from interactive experi-
ences with the firm or a brand (Brodie et al. 2011; Vivek, 1
University of Auckland Business School, Auckland, New Zealand
Beatty, and Morgan 2012) and manifesting in customer 2
University of Bayreuth, Bayreuth, Germany
engagement behaviors (CEBs) that have a firm or brand focus 3
University of Turku, Turku, Finland
4
(e.g., Kumar et al. 2010; van Doorn et al. 2010). However, University of Adelaide, Adelaide, Australia
contemporary business environments, such as the collaborative
Corresponding Author:
economy, have highlighted the shortcomings of this dyadic Roderick J. Brodie, University of Auckland Business School, Owen G Glenn
firm–customer perspective. Traditional customer-firm roles Building, 388/12 Grafton Road, Auckland 1010, New Zealand.
do not apply in such environments when, for example, Email: r.brodie@auckland.ac.nz
174 Journal of Service Research 22(2)

Berkmann 2018; Jaakkola and Aarikka-Stenroos 2018; Vivek, broadened conceptualization of AE offers strong theoretical
Vivek, and Beatty 2016), and even nonhuman actors (Stor- foundations. More specifically, it equips the domain of service
backa et al. 2016). and marketing research with an integrated conceptualization of
Although highly relevant, this emerging stream of engage- AE applicable to business-to-business markets, business-to-
ment literature addressing versatile actors in networks is frag- customer markets, (social) entrepreneurial market structures,
mented and has resulted in conceptual misalignment with and the blurred boundaries across all of these conventional
existing conceptualizations of CE that do not closely fit these market views. In addition, our future-orientated understanding
contexts. There is, therefore, a need to broaden the conceptual of AE addresses phenomena relevant for contemporary busi-
domain of CE through, first, moving the focus from one cen- ness environments, such as the rise of the collaborative econ-
tered primarily on customers/consumers to one that includes a omy, increasing connectivity and sociality among actors,
general actor-to-actor perspective (Vargo and Lusch 2011) and blurring of traditional economic roles, and the emergence of
accommodates a variety of versatile actor roles, and second, new types of organizations such as platform businesses.
moving the focus from one centered on dyadic firm–customer Our article proceeds as follows. First, we identify key devel-
relationships to one that embraces network relationships opments in the literature on engagement research, including
among versatile actors in service ecosystems. contributions to CE and AE. We then introduce S-D logic and
An actor-to-actor orientation recognizes that all actors are describe how it guided the development of our new FPs of AE.
resource-integrating, service-providing “enterprises” that have We end with a discussion of the implications of our work. This
in common that they are all cocreating value in service ecosys- includes an examination of how CE and AE research can com-
tems (Vargo and Lusch 2011, 2017). For engagement research, plement each other and suggestions for future research.
this view necessitates capturing the conceptual commonalities
of engagement across actor contexts, so that the more extensive
networks surrounding the actors can be identified. Although the Engagement Research
actor-to-actor orientation resonates with, for example, Our review of the literature revealed two key streams of engage-
business-to-business literature (Jaakkola and Aarikka- ment research. The first, CE research, adopts a predominantly
Stenroos 2018; Vargo and Lusch 2011), the need to fully ela- dyadic firm–customer relationships perspective, and the corpus
borate cross-fertilization of engagement and actor orientation of articles on “CE,” “consumer engagement,” and “brand
remains. In addition, despite recent research on actor engage- engagement” has developed substantially. Scopus analysis iden-
ment (AE; Alexander, Jaakkola, and Hollebeek 2018; Brodie et tified 832 such articles published between 2005 and 2018. The
al. 2016; Jaakkola, Conduit, and Fehrer 2018; Storbacka et al. second stream of research, which we have labeled emerging AE
2016), the conceptual underpinnings have yet to be system- research, focuses on engagement in service ecosystems by many
atically defined. For these reasons, our purpose in this article different types of actors. In this research stream, CE represents a
is to present a broadened conceptual domain of AE in subset of the broader AE concept. Table 1 presents selected key
networks. contributions informing the development of CE and AE
We began our work by adopting a propositional conceptual research. Note that most of the articles contribute to both streams
approach (Cornelissen 2017) which follows the theorizing pro- of research, thus demonstrating the emergence of AE literature
cess that Brodie et al. (2011) used to define the conceptual from developments in the CE literature.
domain of CE. We systematically combined developments in
the engagement literature with developments in service-
dominant (S-D) logic (Vargo and Lusch 2004, 2008, 2016) to
CE Research
create guidelines for AE. We chose S-D logic not only because Academic research on engagement in the marketing and
it is foundational to understanding actor interactions in net- service literature emerged around 2009/2010. As evident from
works but also because it is the most commonly used theore- Table 1, researchers initially attempted to conceptualize CE
tical approach in service research (Benoit et al. 2017). S-D in terms of customers’ emotional responses to consumption
logic aligns with both recent CE research (e.g., Hollebeek, situations and customer-brand relationships based on some-
Srivastava, and Chen 2016; Kumar et al. 2017) and recent thing more powerful than satisfaction and thus having signifi-
AE research (e.g., Chandler and Lusch 2015; Jaakkola and cant managerial relevance (Bowden 2009). The Marketing
Aarikka-Stenroos 2018; Storbacka et al. 2016). We then drew Science Institute’s inclusion of engagement as a key research
on the actor-to-actor orientation provided by S-D logic to priority in 2010 and coverage of CE in special issues of the
develop five fundamental propositions (FPs) that define the Journal of Service Research (2010, 2011) led to a rapid
conceptual domain of AE. This theorizing process led us to increase in published research directed toward conceptualizing
define AE as a dynamic and iterative process that reflects and later measuring CE as a phenomenon occurring in dyadic
actors’ dispositions to invest resources in their interactions relationships between customers and firms/brands. Initial the-
with other connected actors in a service system. oretical understandings of CE focused on the behavioral man-
In keeping with the highly cited work by Brodie et al. (2011) ifestations of engagement, with CEB accordingly defined as
and van Doorn et al. (2010) that guided empirical refinement of voluntary, firm-focused customer behaviors—such as writing
conceptualizations and operationalization of CE and CEB, our reviews or providing word-of-mouth recommendations—
Brodie et al. 175

Table 1. Selected Key Contributions Informing the Development of CE/AE Research.

Article Main Focus Approach Key Contribution to CE Key Contribution to AE

Bowden (2009) Outlines the basic nature of CE as Conceptual Providing initial conceptualization Not applicable
an individual customer’s of CE
psychological process
van Doorn et al. Develops the concept of customer Conceptual Outlining behavioral Not applicable
(2010) engagement behaviors (CEB), manifestations of engagement
defined as the customers’ by consumers; suggesting a
behavioral manifestation toward framework for managing CE
a brand or firm, beyond
purchase
Brodie et al. (2011) Establishes a general definition for Conceptual Defining the theoretical Highlights that engagement plays a
CE as a multidimensional foundations of CE (mainly by central role in the process of
concept reflecting a customer’s building on S-D logic) relational exchange and emerges
psychological state occurring through iterative, interactive
within dynamic processes processes
Brodie et al. (2013) Explores the nature and scope of Empirical Identifying interactive engagement Showing that the surrounding
consumer engagement in an processes shared by ecosystem affects and is affected
online brand community consumers in an online brand by the outcomes of engagement
environment community for the focal actor
Hollebeek, Glynn, Develops and validates a consumer Empirical Developing and validating a scale Not applicable
and Brodie (2014) brand engagement (CBE) scale comprising three CBE
in social media settings dimensions; identifiying
antecedents and outcomes of
CBE
Vivek et al. (2014) Develops a scale to measure CE as Empirical Developing and validating a scale Adding a social dimension to the
an individual customer’s for CE CE concept by referencing
interactive, reciprocal interactions among consumers
relationship with a focal agent/
object
Jaakkola and Conceptualizes the role of CEB in Empirical Identifying behavioral Exploring CE outcomes beyond
Alexander (2014) value cocreation within a manifestations of engagement; the focal customers;
multistakeholder service identifying CEB drivers and demonstrating how CEB induces
system. value outcomes value cocreation processes to
spreading through the service
system
Dessart, Veloutsou, Explores the dimensions of CE in Empirical Identifying three engagement Highlighting the social and
and Morgan- online brand communities so as dimensions (cognition, affect, interactive characteristics of
Thomas (2015) to tap into the core social and and behaviors) and analyzing engagement; indicating that the
interactive characteristics of their meanings and properties of communities drive
engagement subdimensions engagement
Chandler and Lusch Develops a framework for the role Conceptual Theorizing on the connection between value propositions,
(2015) that value propositions play engagement, and service experience; conceptualizing engagement as
in service systems consisting of two core properties—connections and dispositions
Kumar and Pansari Seeks to understand the Empirical Developing a framework showing Showing that employee
(2016) components, moderators, and how employee engagement engagement positively affects
consequences of engagement of affects customer engagement firm performance; suggesting
an organization’s internal that this effect is stronger for
(employees) and external business-to-business than
(customers) stakeholders business-to-customer contexts
Harmeling et al. Conceptualizes customer Conceptual Outlining how CE can boost Not applicable
(2016) engagement marketing as a marketing; suggesting two
firm’s strategic efforts to trigger types of engagement marketing
individual customers’ CE approaches
Hollebeek, Develops an S-D logic-informed Conceptual Suggesting five propositions of Acknowledging the role of service
Srivastava, and framework comprising CE CE; applying these to customer systems in customer
Chen (2016) processes, antecedents, and relationship management engagement
resulting benefits
(continued)
176 Journal of Service Research 22(2)

Table 1. (continued)

Article Main Focus Approach Key Contribution to CE Key Contribution to AE

Storbacka et al. Theorizes about engagement as a Conceptual Suggesting that engagement Introducing engagement by general
(2016) microfoundation for value entails both actor disposition actors in service ecosystems;
cocreation to engage and the activity of suggesting that nonhuman
engaging; arguing that actors also need to be
engagement underlies value considered; highlighting the role
cocreation of engagement platforms
Li, Juric, and Brodie Explores the dynamic process of Empirical Demonstrating the iterative nature of engagement processes; showing
(2017) multiactor engagement how engagement evolves and spreads in networks over time
Gill, Sridhar, and Assesses returns on engagement Empirical Providing empirical evidence on Advancing understanding of
Grewal (2017) initiatives in the context of a how the benefits of engagement by business
business-to-business (B2B) engagement initiatives customers
mobile app materialize for B2B sellers
Fehrer, Draws on the findings of Empirical Empirically validating the Empirically testing
Woratschek, experiements to operationalize theoretically grounded interrelationships with other
Germelmann, the dynamic nature of the iterative nature of customer network actors (engagement
et al. (2018) engagement process within and engagement within a dyadic connectedness) in a triadic
beyond the customer-firm dyad setting setting
Alexander, Jaakkola, Examines AE from multiple levels Conceptual Introducing the relevance of multiple engagement contexts and the
and Hollebeek of aggregation within a service role of institutions in triggering/ceasing AE
(2018) ecosystem framework
Sim, Conduit, and Examines the interdependencies of Empirical Not applicable Providing empirical evidence that
Plewa (2018) engagement with multiple foci in the dimensions of engagement
an educational service system that relate to multiple
engagement objects in a service
system are interrelated
Jaakkola and Examines how customer Empirical Providing empirical evidence of Advancing understanding of
Aarikka-Stenroos referencing as engagement the value outcomes of engagement by business-to-
(2018) behavior in business markets engagement behavior for B2B business actors and how its
affects value creation in business buyers and sellers value outcomes materialize on
networks actor, dyadic, and network
levels
Note. CE ¼ customer engagement; AE ¼ actor engagement; S-D ¼ service-dominant.

centered on the focal firm but going beyond the core purchase Brodie et al.’s (2011) delineation of the multidimensional
or servicing process (van Doorn et al. 2010). nature of engagement has also enabled researchers to develop
By building on the CEB approach and drawing on both the nuanced understandings of the dimensions of engagement
expanded domain of relationship marketing and theoretical (Dessart, Veloutsou, and Morgan-Thomas 2015) and multi-
understandings of engagement that have conceptual roots in dimensional scales for measuring a customer’s level of
other literature, Brodie et al. (2011) developed a more compre- engagement with or disposition toward a brand (Dwivedi
hensive conceptualization underpinned by five propositions. 2015; Hollebeek, Glynn, and Brodie 2014). Some of these
The work led Brodie and his colleagues to define CE as a scales offer a more integrated perspective of engagement
psychological state that occurs through interactive, cocreated because they include items that measure engagement disposi-
experiences with a firm or a brand and is manifested in focal tion, engagement behavior, and the social dimension of
engagement behaviors. Scholars have subsequently further engagement (Baldus, Voorhees, and Calantone 2015; Vivek
detailed the conceptual distinctiveness of CE vis-à-vis other et al. 2014).
relational concepts such as loyalty, satisfaction, trust, and com- Because CE research views engagement as an enhance-
mitment (Pansari and Kumar 2016) and other behavioral con- ment of the firm–customer relationship beyond loyalty and
cepts including customer citizenship and extra-role behaviors commitment, it accentuates the important need for firms to
(Jaakkola and Alexander 2014). Managerial applications and influence and manage CE (Pansari and Kumar 2016). And
the operationalization of the concept have also advanced. For because CEBs contribute to a firm’s marketing functions
example, by refining Brodie et al.’s (2011) five FPs, Hollebeek, directly or indirectly (Harmeling et al. 2016; Verleye, Gem-
Srivastava, and Chen (2016) defined the conceptual domain of mel, and Rangarajan 2014), research has explored how firms
CE within the context of customer relationship management. can embed these behaviors into their customer-relationship-
Other studies have empirically identified processes of con- management processes to create value (Hollebeek, Srivastava,
sumer engagement (Brodie et al. 2013) and types of CEB (Jaak- and Chen 2016; Kumar et al. 2010; Verhoef, Reinartz, and
kola and Alexander 2014). Krafft 2010).
Brodie et al. 177

Emerging Research on AE to the domain of engagement research (Fehrer, Woratschek,


Germelmann, et al. 2018) and led Chandler and Lusch (2015)
The effort to broadening the conceptual domain of AE arose
to propose that the connections surrounding an actor’s experi-
out of an acknowledgment that engagement occurs among dif-
ence in the service ecosystem contribute to the framing of an
ferent types of versatile actors, not just customers, and consu-
engagement disposition, that is, the inclination of the actor to
mers. Actors can be defined as humans or collections of
take up ideas and interests. Alexander, Jaakkola, and Hollebeek
humans, such as organizations, who are involved in the logic
(2018) note that this disposition is affected by multiple contexts
of human exchange systems—including economy and soci-
and the institutions prevalent in the service ecosystem in which
ety—and who are typically categorized according to their dis-
the actor is embedded.
crete roles and functions (Lusch and Vargo 2014, p. 102). An
Jaakkola and Alexander (2014) laid out the conceptual con-
actor-to-actor orientation recognizes that regardless of their nection between engagement and value creation in service eco-
roles, all these actors—including the customer—are resource- systems when they proposed that CEBs trigger broader value
integrating, service-providing “enterprises” (Vargo and Lusch cocreation processes in the service ecosystem because these
2011, 2017) that engage in various different contexts. Jaakkola induce interaction and resource integration beyond the firm–
and Alexander (2014), for example, illustrate, when collective customer dyad. This increasingly systemic view of CE has
actors such as governmental and nonprofit agencies support unraveled the iterative and network-centered nature of CE ante-
focal consumer engagement and contribute toward the same cedents, behavioral manifestations, and consequences. As Bro-
engagement object, they are, in essence, manifesting organiza- die et al. (2013) and Jaakkola and Alexander (2014) have
tional or business AE. found, positive behavioral outcomes for focal actors intensify
This and other studies have broadened the scope of engage- those actors’ internal dispositions and their external connec-
ment research because they engender discussions of CE in tions with other actors. When CEB serves as a catalyst, it
terms of individuals and collectives (Gill, Sridhar, and Grewal means that customers have a direct influence on the resources,
2017; Reinartz and Berkmann 2018). Bowden, Luoma-Aho, perceptions, preferences, or actions of other customers, which
and Naumann (2016), for example, discuss citizen engagement, may, in turn, contribute to the initiation, enhancement, or dete-
while Kumar and Pansari (2016) highlight the role of employee rioration of relationships among various actors in the network
engagement in driving CE and ultimately firm performance. (Jaakkola and Alexander 2014). Li, Juric, and Brodie (2017)
Reinartz and Berkmann (2018), along with Vivek, Vivek, and elaborated on this dynamic process after examining how
Beatty (2016), provide conceptual analyses of the role of engagement evolves and spreads in networks. Their insights
engagement in business-to-business settings, while Jaakkola indicate that engagement emerges through iterations of service
and Aarikka-Stenroos (2018) examine the value outcomes of relationships in the ecosystem. Storbacka et al. (2016), and
AE behavior in triadic business relationships. Finally, Stor- likewise Breidbach and Brodie (2017), argue that engagement
backa et al. (2016) argue that engaging actors should include platforms are essential intermediaries in the AE process
nonhuman actors, that is, machines or combinations of humans because they facilitate and orchestrate connections among mul-
and machines to fully cover value creation in service systems. tiple actors in the service ecosystem.
The second line of conceptual expansion apparent in extant
literature concerns the network surrounding the firm–customer
dyad. Although the social interaction aspect of engagement was
acknowledged from the early period of CE research (e.g., Toward a Broader Perspective of AE
Calder, Malthouse, and Schaedel 2009), the role of this aspect The above-cited literature that perceives CE as one type of AE
in broader networks was only under the spotlight some years that focuses on the dyadic relationship between customers and
later (see Table 1). Verleye, Gemmel, and Rangarajan (2014) firms provides a foundation for a broader perspective of AE,
show that a customer’s immediate network of actors affects one that embraces networks involving multiple actor interac-
CEB, while Dessart, Veloutsou, and Morgan-Thomas (2015) tions. Whereas, for example, CE or work engagement (see
indicate that a community’s characteristics affect customers’ Schaufeli and Salanova 2002) plays out on intra- and interper-
intentions to engage. Other studies have found that the surround- sonal levels (microlevel), AE reflects the interplay between
ing network also affects, and is affected by, the outcomes of various levels of aggregation (micro, meso, and macro). Figure 1
engagement. For example, engagement in online brand commu- illustrates these interrelated levels. In innovation networks,
nities can influence customers’ positively and negatively for example, it becomes evident that firms engage with other
valenced engagement with the brand (Bowden et al. 2017) and firms. On a lower level of aggregation, these firms consist of
their perceptions of a marketing strategy (Nguyen et al. 2016). various engaged employees who engage with their customers.
Engaged customers, furthermore, influence one another’s value Entrepreneurs engage in entrepreneurial networks, working
outcomes and the development of the community itself through with councils, the government, volunteers, and customers, and
interactive engagement processes such as “sharing,” could also be part of an innovation network. Networks on a
“advocating,” and “socializing” (Brodie et al. 2013). higher level of aggregation, such as the collaborative economy,
The notion of connectedness among actors in the network see engagement processes unfolding between public policy
and the broader service ecosystem has thus become central makers, social collectives, and platform providers.
178 Journal of Service Research 22(2)

Entrepreneur

Engagement
Brand

Engagement
Public policy
makers
Volunteers

Other …
Customers
customers
Customers

Employees Customers

Engagement
Engagement
Social
Firm collective

Engagement
Engagement
Public policy
Entrepreneurs makers
Platforms
Other firms
Employees …

Engagement Technology

Dyadic Multi-level
perspective perspective

Figure 1. Actor engagement in layered interrelated networks (exemplary network structures).

These illustrated network structures are not fixed but are between versatile actors (Vargo and Lusch 2016). This type of
relative, which means we can investigate, say, the collaborative systemic perspective proved foundational to our effort to
economy from the perspective of the macro-level (collectives, understand the reciprocal, social, and collective nature of
platforms, and policy makers), the microlevel (between indi- engagement beyond the dyad (see Table 2).
vidual service providers and customers), and the meso-level of Early in the evolution of S-D logic, Vargo and Lusch (2011)
analysis (where we might see the engagement behaviors of recognized the need to consider a set of social and economic
individuals linking in with the engagement practices of social actors that extended beyond the traditional roles of producer
collectives). and consumer and embraced individuals, households, firms,
Identifying and appreciating the roles of reference groups and and other actors. In short, they advised the adoption of an
network connections is critical with respect to balancing multi- actor-to-actor orientation. S-D logic is grounded in the premise
ple actor roles and understanding the process of engagement. that all actors depend on one another’s capabilities in a com-
However, research conducted in accordance with this systemic plex system (Vargo 2011). Actors exercise agency to invest
perspective and directed toward identifying general actor prop- their resources in ways that benefit themselves and/or other
erties of engagement is still in its infancy, which is why we’ve actors and so improve mutual well-being (Taillard, Peters, and
endeavored in this article to introduce a comprehensive systemic Pels 2016). Actors can also coordinate their efforts to improve
understanding of AE that focuses on a plethora of versatile actors their resource integration and ultimately shape their service
and the multiple dynamic relationships among them. ecosystem (Taillard, Peters, and Pels 2016). The implication
for scholars engaged with the conceptual domain of AE is the
need to consider how actors’ dispositions relate to actors’ beha-
Defining the Conceptual Domain of AE viors and to acknowledge actors’ connections to other actors.
To ground the conceptual domain of AE theoretically, we drew Thus, we recognize that actors (individuals and nonindivi-
on extant engagement research and used insights from it to duals) are inseparable from their actions and connections.
inform our second stage of theorizing, which we conducted In their systematic review of the S-D logic literature, Wilden
with the aid of a systemic lens, S-D logic. Because S-D logic et al. (2017) state that the most significant shift in S-D logic in
provides a means of rethinking the nature of markets and soci- recent years is the emergence of research centered on the notion
eties, it directs study toward networks and interdependencies of the service ecosystem. This literature recognizes that actors
Brodie et al. 179

Table 2. S-D Logic Guidelines for Developing AE Fundamental Propositions.

S-D Logic Concepts Explanation Guidelines

Actors and Agency  Notion of an actor is not limited to individual actors but extends to Actors (individuals and
nonindividual (social and economic) actors (Lusch and Vargo 2014) nonindividuals) are inseparable
 Actors not only exercise their agency but also coordinate their actions to from their actions and
improve resource integration (Taillard, Peters, and Pels 2016) connections
 Agency allows actors to take actions that shape the service ecosystem
that they and others inhabit (Taillard, Peters, and Pels 2016)
System Emergence  S-D logic establishes the theoretical perspective of a service ecosystem as AE processes emerge in dynamic
being “a relatively self-contained, self-adjusting system” (Lusch and Vargo and iterative relationships
2014; Vargo and Lusch 2016)
 Value cocreation occurs through relationships between actors (network
structures) involved in resource integration (Vargo and Lusch 2004,
2008)
 Actors interact in multiple overlapping networks (Vargo and Lusch 2008,
2016).
Interactions and  Interactions result in interdependence, necessary for adaptability, and Connectedness is a critical property
Interdependencies serve as a source of the dynamism and emergence in service ecosystems of AE
(Taillard, Peters, and Pels 2016)
 Network structures are essential for understanding value cocreation
within dynamic service ecosystems (Vargo and Lusch 2016)
Institutions as Context  Institutions represent the context for interactions in service ecosystems AE is embedded in an institutional
(Edvardsson et al. 2014; Koskela-Huotari and Vargo 2016) context
 Institutional context is embedded in interdependent and overlapping
micro-, meso-, or macro-system levels (Giddens 1984)
Institutional arrangements  Institutional arrangements are enabling and are constrained by (social) Institutionalization of AE is essential
enabling and constrained by practices between versatile actors (Giddens, 1984; Vargo and Lusch for cocreating coordination
social practices 2016) benefits in a service ecosystem
 Shared practices may result in new assemblages of interdependent
institutions, that is, institutional arrangements (Vargo and Lusch 2016)
 Practices start on a dyadic level, form structures on another system level,
and go back to the initial dyad (Taillard, Peters, and Pels 2016)

Note. CE ¼ customer engagement; AE ¼ actor engagement.

interact in a complex system of service-for-service exchange emerges and subsequently influences value cocreation activi-
that is relatively self-contained and self-adjusting (Lusch and ties and outcomes remains (Wilden et al. 2017). Because emer-
Vargo 2014). The smallest service ecosystem involves an indi- gence explains how smaller units of connected actors form
vidual interacting with another; the largest comprises the global larger structures, the influence of connectedness among actors
economy (Maglio and Spohrer 2008). A service ecosystem and the resulting emergence also needs to be considered within
expands in accordance with dynamically developing relation- the dynamic AE process. Hence, connectedness becomes a
ships among actors involved in resource integration. Conse- critical property of AE.
quently, value—from an ecosystem perspective—can only When Wilden et al. (2017) identified the service ecosystem
emerge through the resource investments of multiple actors view as an emergent perspective, they also identified it as the
(Vargo and Lusch 2004). This perspective demonstrates an most significant area for future S-D logic research. They
overall movement toward understanding dynamic service inter- furthermore argued for a greater understanding of the role of
actions and environments (Wilden et al. 2017). Consequently, institutions and practices in the creation of phenomenological
within the conceptual understanding of AE, we need to recog- value within the service ecosystem. According to Scott (2001),
nize that the process of AE and how value is cocreated through institutions provide reliable structures for actors to operate in.
AE must be understood as emergent within dynamic and itera- Institutions can be both formal (e.g., the justice system) and
tive relationships among various actors. informal (e.g., how people greet one another). Although insti-
Within a service ecosystem, actor interdependence results in tutions are generally stable and can be reproduced, they are
both value cocreation and emergence (Taillard, Peters, and Pels capable of disruption and change. Institutions provide actors
2016). Scholars such as Laud et al. (2015) have drawn on social with cognitive “shortcuts” because they lessen the need for
capital theory to examine the relational nature of these inter- actors to assess and reassess every experience, action, and
dependencies and to further understand the nature of the decision by allowing them to draw on institutionalized norms.
embeddedness among actors in a network. However, the need These provide actors with security and certainty through heur-
for research designed to understand how actors’ connectedness istic pathways and social schemata (Vargo and Lusch 2016).
180 Journal of Service Research 22(2)

Actors thus operate, and AE thus develops, within a broader service relationships,” it is important to understand actors’
institutional context that includes other actors, such as individ- psychological states or dispositions to engage and how these
uals, groups, organizations, competitors, and regulators dispositions occur and manifest. Because the term
(Edvardsson et al. 2014; Koskela-Huotari and Vargo 2016). “disposition” applies to any actor, whether individual, social,
This broader institutional context is embedded in “nested sys- human, nonhuman, or in a network (Chandler and Lusch, 2015;
tems” at micro-, meso-, and/or macro-levels. These levels are Storbacka et al. 2016), we consider it a more useful descriptor
interdependent, overlapping, and perceptual—rather than abso- of an actor-to-actor orientation than the term “psychological
lute—depending on the purpose of the service ecosystem (Gid- state.” From a network perspective, actors (individuals and
dens 1984). To sum up, AE is embedded in an institutional nonindividuals) are inseparable from their actions and connec-
context, which is situated at multiple system levels. tions (first S-D logic guideline).
Assemblages of interdependent institutions, called institu- According to Chandler and Lusch (2015), “because each
tional arrangements in S-D logic (Vargo and Lusch 2016, and every actor experience [within a service ecosystem] occurs
2017), guide the manner in which actors operate within a rela- in a specific time and place the connections surrounding the
tionship, organization, industry, market, or economy. For exam- experience contribute to the framing of a psychological state or
ple, a formal institution such as an industry regulator shapes the disposition” (p. 4). Engagement dispositions manifest in
way actors (e.g., firms) behave in an industry. Institutional engagement behaviors, and it is through engagement behaviors
arrangements, moreover, continuously guide and influence an that engagement affects connections to other actors (Alexan-
actor’s interpretation of value (Edvardsson, Tronvoll, and Gru- der, Jaakkola, and Hollebeek 2018; Jaakkola and Alexander
ber 2011); thus, the more actors share institutional arrangements, 2014; van Doorn et al. 2010).
the greater the potential coordination benefit to all of them. Kevin Plank, the founder of Under Armour (Case 2, Online
These institutional arrangements are not, however, given but Appendix 1), has as his mantra: “Think like an entrepreneur.
are shaped by engaged actors. Institutional arrangements not Create like an innovator. Perform like a teammate.” This
only influence the way actors interact but also provide rule engagement disposition is manifested though Under Amour’s
structures within which actors can change or even disrupt engagement behaviors, such as inviting start-ups and business
established (social) practices (Battilana and D’aunno 2009). partners to connect and co-innovate. The firm opens its service
The resulting new practices form new institutional arrange- ecosystem to reciprocal engagement among various versatile
ments. Practices thus can start on a dyadic level, form struc- actors, including start-ups, students, customers, and even tech-
tures on other system levels, and come back to the initial dyad nology (e.g., IBM Watson’s cognitive computing technology).
(Taillard, Peters, and Pels 2016; Vargo and Lusch 2016). Con- Engagement behaviors represent the specific resource con-
sequently, within the conceptual understanding of AE, we con- tributions, such as time, energy, and effort (Hollebeek, Srivas-
clude that the institutionalization of AE—that is, the tava, and Chen 2016), that actors bring to their interactions with
(re)formation and deformation of AE practices—is essential other actors. These resource contributions go beyond what is
for cocreating coordination benefits in a service ecosystem. elementary to transactional exchange (Alexander, Jaakkola,
and Hollebeek 2018) because they are driven by actors’ unique
purposes and intentions (Jaakkola and Alexander 2014) and are
FPs determined by connections with other actors (Chandler and
During the third stage of our theorizing, we used the five guide- Lusch 2015). Our first AE FP serves as a summative statement
lines from S-D logic to direct the conceptualization of the five of this discussion:
FPs for AE. When developing the FPs, we were adamant that
they should be sufficiently broad in scope to provide new Fundamental Proposition 1: AE dispositions occur
insight into the conceptual distinctiveness between AE and through connections with other actors that lead to resource
CE. To address this, we combined forward-looking systemic contributions beyond what is elementary to the transactional
thinking, that is, S-D logic, with the latest developments in the exchange.
engagement literature while simultaneously revisiting Brodie
et al.’s (2011) original FPs. FP2. Our second FP drew on Brodie et al.’s (2011) FP2 (“CE
Our fourth stage of theorizing process saw us examining our states occur within a dynamic, iterative process of service rela-
newly developed FPs within the context of four companies, tionships that cocreate value”) and FP3 (“CE plays a central
each of which uses a different business model (see Online role within a nomological network of service relationships”).
Appendix 1). These were the Food Assembly (a platform Brodie and colleagues’ FP2 highlights the dynamic nature of
business), Under Armour, an incumbent business, Upwork CE, which the researchers conceptualized as arising over time
(a knowledge-intense business), and the St. Vincent de Paul through interactive service experiences. Their FP3 emphasizes
Society (a social enterprise). that CE is embedded in the network of other relational concepts
that iteratively influence one another. Because these two orig-
FP1. Drawing on Brodie et al.’s (2011) original FP1: “CE inal FPs relate to value cocreation in service ecosystems
reflects a psychological state, which occurs by interactive cus- through dynamic and evolving relationships between actors,
tomer experiences with a focal agent/object within specific we decided to consider them together, which allowed us to
Brodie et al. 181

conceptualize AE as emerging in dynamic and iterative rela- positive outcomes for actors lead to more engagement and
tionships (second S-D logic guideline). more intense connectedness, which results in broadening the
Conceptualizations of relational dynamics are well estab- network and shaping the service ecosystem. In keeping with
lished in the service literature. For example, Bell, Auh, and this discussion, our second FP reads:
Smalley (2005) investigated customer relationship dynamics,
referring back, as they did so, to Dwyer, Schurr, and Oh (1987), Fundamental Proposition 2: AE emerges through a
who developed the life cycle of relationship development. dynamic, iterative process, where its antecedents and con-
According to this life-cycle concept, customer relationships are sequences affect actors’ dispositions and network
everchanging phenomena that require continuous adjustments connections.
to the service environment.
Recent research provides evidence on the role of engage- FP3. Having considered Brodie et al.’s (2011) fourth FP (“CE is
ment in these cycles and supports the notion of an iterative and a multidimensional concept subject to a context- and/or
dynamic engagement process wherein relational constructs, stakeholder-specific expression of relevant cognitive, emotional,
such as satisfaction, commitment, and empowerment, appear and behavioral dimensions”), we continued to view AE as a
not only to drive engagement and related behaviors but also to multidimensional concept but extend it to encompass another
manifest as their outcomes. Explorative studies by Brodie et al. element, connectedness. From a systemic perspective, connect-
(2013) and Jaakkola and Alexander (2014), for example, edness is a critical property of AE (third guideline) because
demonstrate that the antecedents, manifestations, and outcomes social connections between actors are essential for the emer-
of engagement behaviors are indeed cyclical because the pos- gence of network structures (Taillard, Peters, and Pels 2016).
itive outcomes for the actors intensify both their internal dis- Recent conceptualizations of engagement elaborate on a
positions and their external connections to other actors in the social or relational property of engagement that emphasizes the
network. Fehrer, Woratschek, Germelmann, et al. (2018) connections between actors in a service ecosystem (Hollebeek,
tested, through multiple experiments over time, the dynamic Srivastava, and Chen 2016; Vivek et al. 2014; Vivek, Beatty,
nature of the engagement process both within and beyond the and Morgan 2012). Kumar and Pansari (2016, p. 6), for exam-
customer-firm dyad and found support for iterative relation- ple, describe engagement as the “attitude, behavior and the
ships between loyalty and engagement. Support for the level of connectedness” among customers and employees.
dynamic and iterative process of engagement is also evident We see engagement connectedness as the link between a dya-
in business-to-business research that suggests trust and satis- dic relation (e.g., between the customer and the brand) and
faction function as both antecedents and outcomes of other relations (e.g., peers, volunteers, entrepreneurs, and other
engagement-related functions of business relationships, for businesses). In other words, connectedness refers to the rela-
example, participating in product development, providing tionship between two actors that are affected to some extent by
referrals, and scouting for information (e.g., Marcos-Cuevas further relationships to other actors (Chandler and Vargo 2011;
et al. 2016). Vedel, Holma, and Havila 2016; Yamagishi, Gillmore, and
Li, Juric, and Brodie (2017) provide a theoretical framework Cook 1988).
for AE that highlights the iterative process, whereby engage- Business engagement at Under Armour (Case 2, Online
ment outcomes from previous phases become new engagement Appendix 1) shows that connections within the network (e.g.,
conditions in the next iteration. The interactive character of AE between entrepreneurs, business partners, students) are an
means that its consequences reach beyond the focal actor. essential factor with respect to each actor’s engagement dispo-
Volunteers and other actors within the St. Vincent de Paul sition and therefore central to their engagement behavior. The
Society (Case 4, Online Appendix 1) can directly observe the creation of ideas on Under Armour’s innovation platform
difference their engagement behaviors (i.e., providing food, echoes actors’ cognitive engagement state, which manifests
shelter, and support) make in people’s lives. Seeing the out- in sharing their ideas with Under Armour and other connected
comes of their engagement behavior creates a stronger bond actors on the platform.
among the volunteers and with the society, enhances the The literature reveals an inconsistent understanding of how
engagement disposition of the volunteers, and intensifies their the relational or social notion of connectedness relates to the
engagement behaviors. engagement concept. For Calder, Malthouse, and Schaedel
Through engagement behaviors, actors directly influence (2009), engagement incorporates a personal dimension and a
the resources, dispositions, and actions of other actors in the social-interactive dimension. Other authors see social engage-
service ecosystem, a process that contributes to the initiation, ment as a dimension of CE (e.g., Hollebeek, Srivastava, and
enhancement, or deterioration of the relationships among those Chen 2016; Vivek et al. 2014), while Kozinets (2014, p. 10)
actors (Jaakkola and Alexander 2014). We reassert that because defines social brand engagement in terms of “meaningful con-
engagement plays a central role in the nomological network of nection, creation, and communication between one consumer
service relationships, these relationships need to be broadened and one or more other consumers using brands.”
in scope, so that we see them as actor-to-actor relationships in a We consider that future research which incorporates the
service ecosystem. AE occurs alongside relationships in net- notion of engagement connectedness will lead to an explana-
works, where its drivers and outcomes are iterative and where tion of how network structures emerge because such work will
182 Journal of Service Research 22(2)

provide a deeper understanding of the interplay between negative AE manifests through behaviors such as unfavorable
engagement disposition, engagement behaviors, and the rela- reviews and complaining (Azer and Alexander 2018).
tional connections within the service ecosystem (Chandler and Actors’ institutional contexts bring in societal, social, and
Vargo 2011; Vedel, Holma, and Havila 2016). The AE concept, collective norms and values that influence actors’ dispositions
therefore, highlights the interplay of three properties central to as well as their positions and roles in the service ecosystem,
AE within a network: (i) the observable activity of engaging ultimately affecting what they see as valuable and influencing
(engagement behavior), (ii) emotional and/or cognitive readi- how they engage with others (Alexander, Jaakkola, and Holle-
ness to engage (engagement disposition), and (iii) the extent to beek 2018; Koskela-Huotari and Vargo 2016; Li, Juric, and
which network relationships influence actors in the network Brodie 2017). Actors are usually situated within multiple
(engagement connectedness). Based on this discussion, we engagement contexts, each associated with institutional
worded our third FP as follows: arrangements (see FP5) that may coincide, overlap, and/or even
conflict, thus potentially causing the actors to redirect or cease
Fundamental Proposition 3: AE is a multidimensional their engagement (Alexander, Jaakkola, and Hollebeek 2018).
concept, subject to the interplay of dispositions, and/or We agreed, from our discussion of these matters, that an
behaviors and the level of connectedness among actors. understanding of conditions for engagement needed to expand
beyond situational drivers to include the role of institutional
contexts, and we worded our fourth FP accordingly:
FP4. When postulating their fifth FP (“CE occurs within a
specific set of situational conditions generating differing CE Fundamental Proposition 4: AE occurs within a specific
levels”), Brodie et al. (2011) focused on explaining the inten- set of institutional contexts, generating differing AE inten-
sity of CE in given situational conditions. Recent S-D logic sities and valence over time.
work on institutions (Koskela-Huotari and Vargo 2016; Vargo
and Lusch 2016) refers to the institutional conditions (Giddens
1984; Orlikowski 2010) that can drive the emergence of dis- FP5. Consideration of the essential role of institutions framed
tinct AE intensities and also valence over time. By drawing on our look at AE practices that constrain and are constrained by
the fourth S-D logic guideline (AE is embedded in an institu- institutional arrangements on the network level. From our read-
tional context), we were able to direct our attention to the ing of Vargo and Lusch (2016), we recognized that meso-level
unique institutional context in which the engaging actors are structural influences affect AE practices. Also, because AE
embedded (Chandler and Vargo 2011; Koskela-Huotari and executed by versatile actors with no commonly shared (i.e.,
Vargo 2016). institutionalized) understanding can lose its effectiveness, the
“Zooming” our lens in and out from dyadic relationships to institutionalization of AE is essential for cocreating coordina-
larger network relationships allowed us to view on meso- and tion benefits in a service ecosystem (fifth S-D logic guideline).
macro-levels the broader institutional structure that emerges Alexander, Jaakkola, and Hollebeek (2018) argue that actors
from dyadic interactions (Alexander, Jaakkola, and Hollebeek seeking to have their needs met by a service ecosystem tend to
2018). While context-specific institutions provide rules, norms, adopt habitual and/or self-regulated engagement practices
and structures for engagement, the engagement behaviors while working with and/or around other actors in that system.
occurring within them simultaneously sustain and also change Jaakkola and Aarikka-Stenroos (2018) provide an example of
them (Alexander, Jaakkola, and Hollebeek 2018; Storbacka this in their account of how the use of customer references in
et al. 2016). Take, for example, the Food Assembly (Case 1, business-to-business markets has become an engagement prac-
Online Appendix 1). Platform businesses, such as eBay, Uber, tice, that is, institutionalized activity that supports, in various
and Airbnb, led the way for the Food Assembly because eBay ways, value cocreation by actors in the business network.
and the like had already established “rules” for engagement We maintain that if shared institutional arrangements are to
practices in peer-to-peer networks, such as peer-to-peer review evolve, then engagement platforms, that is, physical or virtual
mechanisms, secure payment, and insurance. To give another touch points designed to provide structural support for the inte-
example, shared social trends (e.g., preferences for organic gration of resources (Breidbach, Brodie, and Hollebeek 2014),
farming and local food) and values (e.g., a healthy, sustainable are essential. Upwork (Case 3, Online Appendix 1) provides a
lifestyle) create positively valenced engagement dispositions digital platform that enables freelancers and business-to-
and behaviors and increase connectedness within the network. business clients to locate suitable partners, evaluate their qua-
The embedded nature of AE explains interdependence lities, carry out assignments, govern collaboration, and enable
between engagement intensity and valence and the institutional safe financial exchange. Upwork’s value creation continues to
context (Alexander, Jaakkola, and Hollebeek 2018; Conduit, be based on its ability to establish engagement practices that
Karpen, and Farrelly 2016). The valence of engagement refers different actors can share, thereby lowering risk perceptions
to whether an actor’s disposition toward an engagement object and enabling smooth collaboration and positive value out-
(such as a brand) is positive or negative in nature: positive AE comes. Engagement platforms (i.e., physical or virtual touch
manifests in behaviors that support the engagement object, points) thus become essential facilitators for engagement
such as positive word-of-mouth (van Doorn et al. 2010); (Breidbach and Brodie 2017).
Brodie et al. 183

Engagement platforms are also instrumental, through the complementary perspectives from which to explore engagement.
rules and technology they employ, in connecting actors. As These perspectives can then be “merged” to create a holistic pic-
such, they are integral to the institutionalizing process. We also ture. Specifically, CE research allows us to zoom in on the dyadic
need to remember that actors choose to engage with other interaction between the focal engagement subject and object
actors on focal platforms at particular stages in their service within the broader network, whereas AE research lets us zoom
relationship. Each instance of AE thus combines a specific set out our lens, so that we can understand the engagement occurring
of actors, connections, platforms, and contexts (Koskela- among multiple actors in complex networks (see Table 4).
Huotari and Vargo 2016; Storbacka et al. 2016). Consequently, On the basis of our discussion and explanations in this arti-
and in accordance with work by Breidbach and Brodie (2017) cle and in keeping with the CE and AE characteristics identi-
and Fehrer, Woratschek, and Brodie (2018), we maintain that fied in Table 4, we call for further research that expands the
shared engagement practices culminate in enhanced efficiency, extant domain of engagement research through consideration
positive network effects, and growth in service ecosystems. of the focal actors, engagement contexts, levels of aggregation
Our fifth FP, therefore, states: and analysis, theoretical foundations, and research methodolo-
gies. We accordingly conclude that future research needs to
Fundamental Proposition 5: AE is coordinated through encompass the following four emphases. We also refer readers
shared practices that occur within engagement platforms. to Online Appendix 2, which presents specific research ques-
tions that tap into these emphases.
AE: General Definition and Conceptual Domain
The preceding theorizing process resulted in us developing a Research Area 1: A Focus on a Broader Range of
general definition of AE that we consider applies across con- Focal Actors
texts: AE is a dynamic and iterative process, reflecting actors’
Because AE expands the focus on actors in the network though
dispositions to invest resources in their interactions with other
consideration of a range of individual and nonindividual actors, we
connected actors in a service system. More specifically, our
need a better understanding of the roles and actions of these actors.
development of the five FPs allowed us to frame a conceptual
All actors have an engagement disposition (Storbacka et al. 2016)
domain for AE (see Table 3).
and agency to engage with other actors in a network (Taillard,
Peters, and Pels 2016). Consequently, exploring the engagement
roles of various actors in different contexts will allow us to develop
Implications and Suggestions for
a classification of AE types and/or dispositions. Securing an under-
Future Research standing of the roles of various actors within a collective group
The initial stage of our theorizing process revealed two distinct would be particularly pertinent for business engagement.
emphases within engagement research, CE and AE, each of Also, because AE occurs within networked settings, a
which draws on different theoretical and methodological per- framework for identifying and mapping actors and their inter-
spectives to explore engagement (refer Table 1). However, actions and connections within those settings will advance our
scrutiny of the original CE FPs proposed by Brodie et al. knowledge of AE. Research in networked settings such as the
(2011) helped us define a conceptual domain for AE that we St. Vincent de Paul Society (Case 4, Online Appendix 1),
consider brings greater convergence to the research domain of where multiple stakeholders endeavor through a collaborative
engagement and will help stem future segregation of CE and effort to achieve positive outcomes, will also be valuable, espe-
AE in the literature. cially in identifying the engagement behaviors that the stake-
CE research has commonly drawn on relationship market- holders adopt and the key mechanisms that make this
ing/management and S-D logic foundations, with a focus on engagement practice effective. Such understandings should
empirically exploring and measuring engagement, its antece- benefit the development of social innovation and public policy.
dents, outcomes, and dynamics (e.g., Dessart, Veloutsou, and
Morgan-Thomas 2015; Hollebeek, Glynn, and Brodie 2014).
Research Area 2: Investigation Into How Engagement
AE research derives from theoretical foundations that provide
models and frameworks for exploring systemic effects, such as
Emerges Across Interrelated Network Structures
S-D logic, actor–network theory, structuration theory, and sta- Future research designed to examine how dynamic processes of
keholder theory (e.g., Alexander, Jaakkola, and Hollebeek AE beyond the dyad unfold and how AE practices emerge on a
2018; Jonas et al. 2018). This research has included predomi- dyadic level and spillover to affect other connections and levels
nantly qualitative approaches, such as ethnographic studies in the network would advance our understanding of how
(Keeling, Laing, and Ruyter 2018), case studies (Jonas et al. engagement between actors emerges and evolves through rela-
2018), and online reviews (Azer and Alexander 2018), as tionships in network structures such as firms, business-to-
well as quantitative approaches (e.g., Fehrer, Woratschek, business contexts, and entrepreneurial and social ecosystems.
Germelmann, et al. 2018; Sim, Conduit, and Plewa 2018). The Food Assembly (Case 1, Online Appendix 1), for example,
Although research approaches to CE and AE differ, we think includes multiple actors (food enthusiasts, local producers, and
they also exhibit complementarity because they provide two growers) connected through a local host on a global digital
184 Journal of Service Research 22(2)

Table 3. Fundamental Propositions for AE.

Original FPs for CE (Brodie et al. 2011) FPs for AE Explanation

FP1: CE reflects a psychological state, FP1: AE dispositions occur through Dispositions reflect an actor’s readiness to invest resources in
which occurs by interactive connections with other actors connections with other actors. Actors include individuals,
customer experiences with a focal that lead to resource groups, organizations, and technologies. Connections
agent/object within specific service contributions beyond what is contribute to framing an actor’s disposition while
relationships elementary to the transactional simultaneously representing the context for engagement.
exchange Each actor provides a set of possible dispositions for
engagement, manifesting in resource contributions and
generating a set of new connections that shape the networks
the actor and other actors inhabit
FP2: CE states occur within a dynamic, FP2: AE emerges through a The dynamic and iterative nature of engagement in
iterative process of service dynamic, iterative process, service relationships is supported by empirical
relationships that cocreate value where its antecedents and research. The interactive character of AE means that its
FP3: CE plays a central role within a consequences affect actors’ consequences reach beyond the focal actor. AE creates
nomological network of service dispositions and network benefits for multiple actors in the service ecosystem
relationships connections and explains how networks grow based on new
connections and intensified connectedness.
FP4: CE is a multidimensional concept FP3: AE is a multi-dimensional AE is viewed as a multidimensional concept emphasizing
subject to a context- and/or concept, subject to the interplay emotional, cognitive and behavioral dimensions and
stakeholder-specific expression of of dispositions, and/or behaviors further including connectedness. Connectedness as a
relevant cognitive, emotional and and the level of connectedness new property of AE explicitly recognizes that the
behavioral dimensions among actors interaction between actors is affected by further
relationships with other actors within the service
ecosystem. Connectedness explains how engagement
dyads interconnect to form overall network structures
FP5: CE occurs within a specific set of FP4: AE occurs within a specific set AE is influenced by the institutional context of that
situational conditions generating of institutional contexts, service ecosystem. As actors engage, the institutional
differing CE levels generating differing AE arrangements are impacted and evolve, subsequently
intensities and valence over time influencing future engagement; thus highlighting the dynamic
nature of AE. An actor’s institutional context provides
norms and values that affect actor dispositions, explaining
the different intensities and valence of AE across contexts
FP5: AE is coordinated through AE practices are characterized by the routinized,
shared practices that occur on habitual, and/or self-regulated behaviors actors
engagement platforms employ to work with and/or around other actors in
seeking to meet their needs. Engagement platforms,
i.e. physical or virtual touch points designed to provide
structural support for resource investments, facilitate the
development of shared engagement practices

Note. CE ¼ customer engagement; AE ¼ actor engagement; FP ¼ fundamental proposition.


Boldface represents the core framework of the paper. The new FPs (fundamental propositions) in column 2 should have more emphasis than the original FPs from
the paper in 2011.

platform. Whereas traditional CE research would examine Extant examples of such approaches include the use of struc-
engagement at the dyadic level between the local host and local turation theory (Alexander, Jaakkola, and Hollebeek 2018),
customers physically in store, AE would look at engagement on stakeholder theory (Jonas et al. 2018), and complexity theory
the digital platform at the global level, allowing us to empiri- (Sim, Conduit, and Plewa 2018). We encourage scholars to
cally and conceptually demonstrate that engagement at these continue using systemic theoretical frameworks to better
two levels is dynamic, with each level of engagement itera- understand the processes of AE, AE practices and capabilities,
tively reinforcing engagement on the other. and triadic and systemic dynamics of AE. These might include
practice theory (Bourdieu 1990), institutional theory (Scott
Research Area 3: Use of Different Theoretical 2001), dynamic capabilities (Teece 2007), and (systemic/open)
business models (Fehrer, Woratschek, and Brodie 2018; Wie-
Perspectives to Further Investigate Engagement
land, Hartmann, and Vargo 2017).
Properties Because we have argued in this article that AE is embedded
As we extend our conceptual understanding of engagement in an institutional context, future research could also draw on
through AE, we will undoubtedly find ourselves drawing from institutional theory to help us understand how AE practices
a broader range of metatheories that also underpin S-D logic. contribute to the formation of institutional arrangements and
Brodie et al. 185

Table 4. CE/AE Research Perspectives. research designed to strengthen understanding of engagement


properties. Methods that allow for gathering longitudinal data,
CE Research AE Research
Perspectives Perspectives
such as case studies, longitudinal experiments, ethnographies,
and semantic and linguistic analyses, will be particularly useful
Focal actor(s) Customers, customers- All actors, including in this regard. To refine our conceptualizations of AE in dif-
employees, suppliers, partners, ferent contexts, we also need to have on hand procedures such
customers-brand, firms, government, as simulations for exploring dynamic network-centered pro-
customers-to- citizens, nonhumans
cesses and their engagement mechanisms. The empirical
customers
Context Customer-firm Network relationships research currently informing the CE realm, such as measure-
relationships ment of the construct (Dessart, Veloutsou, and Morgan-
Level of Microlevel Interrelated network Thomas 2015) and determinants of its antecedents and out-
aggregation structures at micro, comes (Kumar and Pansari 2016), can also be used to guide
meso, and macro the development of AE measurement constructs and to further
levels shape and verify the AE conceptual domain.
Level of analysis Intra- and interpersonal, Layered and
dyadic interrelated network
relationships on Conclusion
multiple system levels
Theoretical Relationship marketing/ S-D logic, actor- This article provides two significant contributions. First, it
foundation management; S-D network theory, advances the conceptualization of CE that focuses on the inter-
logic institutional theory active experience between customers and firms by encompass-
Research Exploration and Exploration and ing the multitude of interactions that occur among actors in
methodologies measurement of measurement of
service ecosystems within interrelated network structures on
customer holistic network
engagement, its structures and micro-, meso-, and macro-levels. Second, it offers a step toward
drivers, outcomes, processes of AE the development of a unified and stronger engagement theory by
and dynamics overviewing the development of CE/AE conceptual streams and
demonstrating their commonalities. Essentially, because our AE
Note. CE ¼ customer engagement; AE ¼ actor engagement; S-D ¼ service-
dominant.
conceptualization accommodates various types of actors and
relationships, it can help researchers integrate the dispersed
insights on engagement evident in the current literature.
how these arrangements constrain AE practices. This approach In addition, our AE framework equips the domain with a
would lead to various avenues for future research related to future-orientated understanding of engagement in diverse con-
value cocreation through AE in service ecosystems and the role texts. As such, it addresses phenomena relevant to contemporary
of formal and informal structures (institutions) for AE practices business environments. These include the rise of the collabora-
on different system levels. As such, future research could pro- tive economy, increasing connectivity and sociality among
vide a framework for understanding the role and nature of actors, blurring of traditional economic roles, and the emergence
formal and informal institutions as context for emerging AE of new types of organizations such as platform businesses.
dispositions, behaviors, and connections within firms’ This broadened AE perspective has application for a large
business-to-business, entrepreneurial, and social ecosystems. variety of business models and contexts, including incumbent
The retailer Under Armour (Case 2, Online Appendix 1) businesses, start-ups, knowledge intense services, and social
engages multiple actors in its innovation network, including entrepreneurial networks. Our illustrative cases in Online Appen-
start-ups, students, customers, and even technology. Identify- dix 1 confirm that AE provides a sound framework for analyzing
ing the engagement practices of the various actor groups in an and understanding network structures of different actor groups.
innovation network such as this one would aid our understand- The framework should also allow academics and managers to
ing of the institutional arrangements that enable engagement identify, map, and investigate actors (individuals and nonindivi-
practices to form. Knowledge of how these institutional duals), their interactions and connections within firms, business-
arrangements align with and are influenced by the incumbent to-business, entrepreneurial, and social ecosystems.
business (i.e., Under Armour) and the effect these processes Finally, in the same way, that the work on CE by Brodie
have on AE are of managerial and theoretical importance. et al. (2011) and CEB by van Doorn et al. (2010) guided
empirical refinement of CE conceptualization and operationa-
Research Area 4: Use of Different Research lization, we trust that our article will guide conceptual and
empirical refinement among researchers studying AE from a
Methodologies to Further Investigate
network perspective.
Engagement Properties
Finally, those of us intent on developing a broader systemic Acknowledgments
perspective of engagement need to bring multiple methodolo- The authors would like to thank the Editor, Area Editor, and the
gical approaches of theory discovery and justification to anonymous reviewers for their invaluable feedback, which has helped
186 Journal of Service Research 22(2)

to improve this paper significantly. We express our gratitude to a panel Engagement,” in Customer Engagement: Contemporary Issues
of 17 esteemed researchers with expertise in the field of engagement. and Challenges, R. Brodie, L. D. Hollebeek, and J. Conduit, eds.
This sounding board was invaluable for the development of the paper. Singapore: Routledge, 257-277.
Further, we acknowledge Dr. Linda Hollebeek, for the discussion on Bowden, Jana L.-H. (2009), “The Process of Customer Engagement:
engagement and S-D logic axioms (cf Brodie et al. 2016). Prof. Elina
A Conceptual Framework,” The Journal of Marketing Theory and
Jaakkola would like to thank the Foundation for Economic Education
Practice, 17 (1), 63-74.
for funding this research. Dr. Julia Fehrer would like to thank the
German Academic Exchange Service and the University of Auckland Breidbach, Christoph and Roderick J. Brodie (2017), “Engagement
for supporting the research (Grant No. 57140539). Platforms in the Sharing Economy: Conceptual Foundations and
Research Directions,” Journal of Service Theory and Practice, 27
Declaration of Conflicting Interests (4), 761-777.
The author(s) declared no potential conflicts of interest with respect to Breidbach, Christoph, Roderick J. Brodie, and Linda D. Hollebeek
the research, authorship, and/or publication of this article. (2014), “Beyond Virtuality. From Engagement Platforms to Engage-
ment Ecosystems,” Managing Service Quality, 24 (6), 592-611.
Funding Brodie, R. J., J. Fehrer, E. Jaakkola, L. Hollebeek, and J. Conduit
The author(s) disclosed receipt of the following financial support for (2016), “From customer to actor engagement: Exploring a broa-
the research, authorship, and/or publication of this article: Julia A. dened conceptual domain,” in 45th European Marketing Academy
Fehrer has received funding from the German Academic Exchange Conference (EMAC), Oslo, Norway, 24–27 May.
Service (Grant No. 57140539). Elina Jaakkola has received funding Brodie, Roderick J., Ana Ilic, Biljana Juric, and Linda Hollebeek (2013),
from the Foundation for Economic Education.
“Consumer Engagement in a Virtual Brand Community: An Explora-
tory Analysis,” Journal of Business Research, 66 (1), 105-114.
ORCID iD
Brodie, Roderick J., Linda D. Hollebeek, Biljana Juric, and Ana Ilic
Julia A. Fehrer https://orcid.org/0000-0003-1369-7049
(2011), “Customer Engagement: Conceptual Domain, Fundamen-
Supplemental Material tal Propositions, and Implications for Research,” Journal of
Service Research, 14 (3), 252-271.
Supplemental material for this article is available online.
Calder, Bobby J., Edward C. Malthouse, and Ute Schaedel (2009),
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Performance,” Strategic Management Journal, 28 (13), Author Biographies
1319-1350.
Roderick J. Brodie is a professor in the Department of Marketing at
van Doorn, J., K. N. Lemon, V. Mittal, S. Nass, D. Pick, P. Pirner, and
the University of Auckland, New Zealand. His 110 journal plus arti-
P. C. Verhoef (2010), “Customer Engagement Behavior: Theore-
cles have appeared in the leading international journals including
tical Foundations and Research Directions,” Journal of Service
Journal of Marketing, Journal of Marketing Research, International
Research, 13 (3), 253-266.
Journal of Research in Marketing, Management Science, and Journal
Vargo, Stephen L. and Robert F. Lusch (2017), “Service-dominant
of Service Research. He is an associate editor for the Journal of
Logic 2025,” International Journal of Research in Marketing,
Service Research and has served on Editorial Boards of the Journal
34 (1), 46-67.
of Marketing, International Journal of Research in Marketing. He was
Vargo, Stephen L. and Robert F. Lusch (2016), “Institutions and
the first president of ANZMAC and in 2004 and was made a Founding
Axioms: An Extension and Update of Service-dominant Logic,”
Fellow. In 2011 he became a Fellow of EMAC.
Journal of the Academy of Marketing Science, 44 (1), 5-23.
Vargo, Stephen L. (2011), “Market Systems, Stakeholders and Value
Julia A. Fehrer is a lecturer in Digital Marketing at the University
Propositions,” European Journal of Marketing, 45 (1/2), 217-222.
of Auckland, New Zealand and a research fellow in Marketing &
Vargo, Stephen L. and Robert F. Lusch (2011), “It’s all B2B . . . and
Service Management at the University of Bayreuth, Germany. Her
Beyond: Toward a Systems Perspective of the Market,” Industrial
research focus includes actor engagement in networks, systemic
Marketing Management, 40 (2), 181-187.
business models, market shaping and systemic innovation. She has
Vargo, Stephen L. and Robert F. Lusch (2008), “Service-dominant
12 years of professional experience with senior positions in mar-
Logic: Continuing the Evolution,” Journal of the Academy of Mar-
keting across countries in the insurance industry. Her expertise in
keting Science, 36 (1), 1-10.
strategy development and customer relationship management
Vargo, Stephen L. and Robert F. Lusch (2004), “Evolving to a New
ensures managerial relevance and a theorizing process that reso-
Dominant Logic for Marketing,” Journal of Marketing, 68 (1), 1-17.
nates with industry experts.
Vedel, Mette, Anne-Maria Holma, and Virpi Havila (2016),
“Conceptualizing Inter-organizational Triads,” Industrial Market- Elina Jaakkola is a professor of marketing at Turku School of Eco-
ing Management, 57 (2016), 139-147. nomics, University of Turku, Finland. Her research interests focus on
Verhoef, P. C., W. J. Reinartz, and M. Krafft (2010), “Customer value creation, customer/actor engagement, customer experience, ser-
Engagement as a New Perspective in Customer Management,” vice innovation, and knowledge intensive business services and solu-
Journal of Service Research, 13 (3), 247-252. tions. Her research has been published in a wide range of journals and
Verleye, K., P. Gemmel, and D. Rangarajan (2014), “Managing book chapters, for example, Journal of Product Innovation Manage-
Engagement Behaviors in a Network of Customers and Stake- ment, Journal of Service Research, Industrial Marketing Manage-
holders: Evidence From the Nursing Home Sector,” Journal of ment, Journal of Service Management, Journal of Services
Service Research, 17 (1), 68-84. Marketing, and Marketing Theory.
Vivek, Shiri D., Danela Vivek, and Sharon E. Beatty (2016), “Partner
Engagement: A Perspective on B2B Engagement,” in Customer Jodie Conduit is an associate professor of marketing in the Busi-
Engagement: Contemporary Issues and Challenges, R. Brodie, L. ness School at the University of Adelaide, Australia. Her research
D. Hollebeek, and J. Conduit, eds. Singapore: Routledge, 53-66. interests lie in understanding how to engage consumers in inter-
Vivek, Shiri D., Sharon E. Beatty, Vivek Dalela, and Robert M. Mor- actions with organizations, and each other, that enable them to
gan (2014), “A Generalized Multidimensional Scale for Measuring work together to achieve meaningful and relevant outcomes. This
Customer Engagement,” The Journal of Marketing Theory and underpins her research agenda in the areas of customer engage-
Practice, 22 (4), 401-420. ment, value cocreation, and service research. Her research has
Vivek, Shiri D., Sharon E. Beatty, and Robert M. Morgan (2012), been widely published in leading journals including the Journal
“Customer Engagement: Exploring Customer Relationships of Marketing, Journal of Service Research, European Journal of
Beyond Purchase,” The Journal of Marketing Theory and Practice, Marketing, Journal of Business Research, Journal of Business
20 (2), 122-146. Ethics, and Journal of Service Management.

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