IP Library Granted Patent US 7,389,320
Granted Patent B2
US 7,389,320 · App. 11/353,792 · Granted Jun 17, 2008

Method and system for facilitating marketing dialogues

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Quick Facts
Patent No.
US 7,389,320
App. No.
11/353,792
Granted
Jun 17, 2008
Kind
B2
Abstract

A system for facilitating marketing dialogues permits multiple instances of multiple scripts to be active at the same time, where each of these dialogues can be at a different place in its script. The dialogues permit interactive communications between the user of the system (such as a marketer) and the user's customers or other participants. Scripts are created using a graphical user interface, in which shapes corresponding to steps in a script are dragged and dropped into a script. Communications can be over a network, by telephone, by mail, or by other means. Overall data from the execution of the scripts can be monitored using another graphical user interface, allowing results and trends to be observed and corrections made to the marketing program. Information regarding the scripts and variables used by the scripts is maintained in a set of tables in one or more databases. A data dictionary provides an interface for data stored in the databases.

Claims (75)

1. A method for facilitating a network based dialogue, comprising

executing a first instruction of a program associated with a first instance of the program, wherein the first instance of the program is one of a set of instances of the program, each instance associated with a corresponding participant, the first instance is associated with a first corresponding participant and the first instruction is operable to send a first communication to the first corresponding participant;

determining the occurrence of a first specified event associated with the first corresponding participant, wherein the first specified event is defined in the program; and

executing a second instruction of the program subsequent to the occurrence of the first specified event associated with the first corresponding participant, wherein the second instruction is associated with the first specified event and an action to be performed in conjunction with the first corresponding participant in response to the occurrence of the first specified event.

2. The method of claim 1 , further comprising associating each of one or more instances of a program with a corresponding participant.

3. The method of claim 2 , wherein the first corresponding participant is associated with the first instance of the program.

4. The method of claim 3 , wherein the second instruction of the program is associated with the first instance of the program.

5. The method of claim 4 , wherein the second instruction is operable to send a second communication to the first corresponding participant.

6. The method of claim 5 , wherein the second communication includes data associated with the first specified event.

7. The method of claim 4 , wherein the second instruction is operable to initiate a purchase at a web site.

8. The method of claim 4 , wherein the second instruction is operable to schedule a telephone call to the corresponding participant.

9. The method of claim 4 , wherein the first specified event is the expiration of a specified time period.

10. The method of claim 4 , wherein the first specified event is a response to the first communication.

11. The method of claim 4 , further comprising determining the second instruction based on the first specified event.

12. The method of claim 4 , further comprising:

receiving the first specified event; and

identifying the first instance of the program associated with the first specified event.

13. The method of claim 4 , further comprising:

executing the first instruction of the program associated with a second instance of the program, wherein the first instruction is operable to send a second communication to a second corresponding participant associated with the second instance of the program; and

executing the second instruction of the program associated with the second instance of the program in response to the occurrence of a second specified event associated with the second corresponding participant.

14. The method of claim 4 , further comprising executing a third instruction of the program associated with the first instance of the program upon the occurrence of a third specified event associated with the first corresponding participant.

15. A system for facilitating a network based dialogue, comprising:

a program including a first instruction operable to send a communication to a participant, the definition of a first specified event and a second instruction associated with the first specified event;

an engine operable to process a set of instances of the program, the engine operable to associate each instance with a corresponding participant including a first instance of the program associated with a first corresponding participant, execute the first instruction of the first instance to send a first communication to the first corresponding participant, determine the occurrence of the first specified event associated with the first corresponding participant and execute the second instruction of the first instance in response to the occurrence of a first specified event associated with the first corresponding participant to perform an action associated with the first specified event in conjunction with the first corresponding participant.

16. The system of claim 15 , wherein the second instruction is operable to send a second communication to the first corresponding participant.

17. The system of claim 16 , wherein the second communication includes data associated with the first specified event.

18. The system of claim 15 , wherein the second instruction is operable to initiate a purchase at a web site.

19. The system of claim 15 , wherein the second instruction is operable to schedule a telephone call to the corresponding participant.

20. The system of claim 15 , wherein the first specified event is the expiration of a specified time period without a response from the first corresponding participant.

21. The system of claim 15 , wherein the first specified event is a response to the first communication.

22. The system of claim 15 , wherein the engine is further operable to determine the second instruction based on the first specified event.

23. The system of claim 15 , wherein the engine is further operable to identify the first instance of the program associated with the first specified event based on the first specified event.

24. The system of claim 15 , wherein the engine is further operable to execute the first instruction of the program associated with a second instance of the program to send a second communication to a second corresponding participant associated with the second instance of the program and execute the second instruction of the program associated with the second instance of the program in response to the occurrence of a second specified event associated with the second corresponding participant.

25. The system of claim 15 , wherein the engine is further operable to execute a third instruction of the program associated with the first instance of the program in response to the occurrence of a third specified event associated with the first corresponding participant.

26. A method for facilitating a network based dialogue, comprising

executing a first instruction of a program, wherein the first instruction is operable to send a first electronic communication to at least a first corresponding participant, wherein a set of instances of the program are each associated with one or more corresponding participants;

determining the occurrence of a first specified event associated with at least the first corresponding participant, wherein the specified event is defined in the program; and

executing a second instruction of the program subsequent to the occurrence of the specified event associated with at least the first corresponding participant, wherein the second instruction is operable to send a second electronic communication to at least the first corresponding participant.

27. The method of claim 26 , wherein the second electronic communication includes data associated with the specified event.

28. The method of claim 26 , wherein the specified event is the expiration of a specified time period without a response from the corresponding participant.

29. The method of claim 26 , wherein the specified event is a response to the first electronic communication.

30. The method of claim 26 , wherein the specified event is an interaction with the first electronic communication.

31. The method of claim 30 , wherein the interaction is the selection of a link in the first electronic communication.

32. The method of claim 26 , wherein the specified event is an initiation of a purchase.

33. The method of claim 26 , further comprising determining content of the second electronic communication based on the specified event.

34. A system for facilitating a network based dialogue, comprising:

one or more programs, each program corresponding to a participant and including a first instruction operable to send a first electronic communication to a the corresponding participant, a specified event and a second instruction operable to send a second electronic communication to the corresponding participant; and

an engine operable to process the one or more programs, the engine operable to, for each of the one or more programs, execute the first instruction to send the first electronic communication to the corresponding participant, determine the occurrence of the specified event and execute the second instruction to send a second electronic communication to the corresponding participant in response to the occurrence of a the specified event associated with the corresponding participant.

35. The system of claim 34 , wherein the second electronic communication includes data associated with the specified event.

36. The system of claim 34 , wherein the specified event is the expiration of a specified time period without a response from the corresponding participant.

37. The system of claim 34 , wherein the specified event is a response to the first electronic communication.

38. The system of claim 34 , wherein the specified event is an interaction with the first electronic communication.

39. The system of claim 38 , wherein the interaction is the participant selecting a link in the first electronic communication.

40. The system of claim 34 , wherein the specified event is an initiation of a purchase.

41. A method for facilitating a network based dialogue, comprising

associating each of one or more of a set of instances of a program with a corresponding participant;

executing a first instruction of a first instance of the program, wherein the first instruction is operable to send a first electronic communication to a first corresponding participant;

determining the occurrence of a specified event defined in the program with respect to the first corresponding participant; and

executing a second instruction of the first instance of the program a subsequent to the occurrence of the specified event associated with the first corresponding participant, wherein the second instruction is operable to send a second electronic communication to the first corresponding participant.

42. The method of claim 41 , wherein the second electronic communication includes data associated with the specified event.

43. The method of claim 41 , wherein the specified event is the expiration of a specified time period without a response from the corresponding participant.

44. The method of claim 41 , wherein the specified event is a response to the first electronic communication.

45. The method of claim 41 , wherein the specified event is an interaction with the first electronic communication.

46. The method of claim 45 , wherein the interaction is the selection of a link in the first electronic communication.

47. The method of claim 41 , wherein the specified event is an initiation of a purchase.

48. The method of claim 41 , further comprising determining content of the second electronic communication based on the specified event.

49. A system for facilitating a network based dialogue, comprising:

a program including a first instruction operable to send a first electronic communication to a participant, a specified event and a second instruction operable to send a second electronic communication to the participant;

an engine operable to process one or more instances of the program, the engine operable to associate a first instance of the program with a first corresponding participant, execute the first instruction associated with the first instance to send a first communication to the first corresponding participant, determine the occurrence of the specified event in conjunction with the first corresponding participant and execute the second instruction associated with the first instance to send a second electronic communication to the first corresponding participant in response to the occurrence of a specified event associated with the first corresponding participant.

50. The system of claim 49 , wherein the second electronic communication includes data associated with the specified event.

51. The system of claim 49 , wherein the specified event is the expiration of a specified time period without a response from the corresponding participant.

52. The system of claim 49 , wherein the specified event is a response to the first electronic communication.

53. The system of claim 49 , wherein the specified event is an interaction with the first electronic communication.

54. The system of claim 53 , wherein the interaction is the participant selecting a link in the first electronic communication.

55. The system of claim 49 , wherein the specified event is an initiation of a purchase.

Assignments (12)
IP BUSINESS SALE AGREEMENT Recorded Sep 13, 2016
From: OPEN TEXT S.A.
To: OT IP SUB, LLC
Reel/Frame 040019/0627 →
CERTIFICATE OF AMALGAMATION Recorded Sep 13, 2016
From: IP OT SUB ULC
To: OPEN TEXT SA ULC
Reel/Frame 040019/0578 →
CERTIFICATE OF CONTINUANCE Recorded Sep 13, 2016
From: OP IP SUB, LLC
To: IP OT SUB ULC
Reel/Frame 040019/0500 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 19, 2011
From: VIGNETTE PARTNERSHIP, LP
To: OPEN TEXT S.A.
Reel/Frame 027483/0205 →
CERTIFICATE OF CONVERSION Recorded Oct 14, 2011
From: VIGNETTE OPERATING, LLC
To: VIGNETTE PARTNERSHIP, LP
Reel/Frame 027066/0773 →
CERTIFICATE OF CONVERSION Recorded Oct 13, 2011
From: VIGNETTE CORPORATION
To: VIGNETTE OPERATING, LLC
Reel/Frame 027091/0009 →
MERGER Recorded Oct 12, 2011
From: VIGNETTE SOFTWARE, LLC
To: VIGNETTE CORPORATION
Reel/Frame 027077/0423 →
INTELLECTUAL PROPERTY PURCHASE AGREEMENT Recorded Jan 14, 2010
From: VIGNETTE LLC (96%)
To: VIGNETTE SOFTWARE LLC
Reel/Frame 023792/0470 →
INTELLECTUAL PROPERTY PURCHASE AGREEMENT Recorded Jan 11, 2010
From: VIGNETTE CORPORATION (96%)
To: VIGNETTE LLC
Reel/Frame 024006/0001 →
INTELLECTUAL PROPERTY PURCHASE AGREEMENT Recorded Jan 11, 2010
From: VIGNETTE CORPORATION (4%)
To: VIGNETTE SOFTWARE LLC
Reel/Frame 023768/0708 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 8, 2007
From: SILICON VALLEY BANK; LIGHTHOUSE CAPITAL PARTNERS III, LLP; TURTLE & CO.
To: VIGNETTE CORPORATION
Reel/Frame 019664/0967 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 3, 2007
From: REISTAD, BRIAN; SNAPPER, WILLIAM D.; PAYNE, ANDREW C.; CAMPBELL, JAMES
To: REVENIO, INC.
Reel/Frame 019650/0938 →