IP Library Granted Patent US 10,339,563
Granted Patent B1
US 10,339,563 · App. 13/276,444 · Granted Jul 2, 2019

Method and apparatus of providing messaging to targeted lifestyle segments

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Quick Facts
Patent No.
US 10,339,563
App. No.
13/276,444
Granted
Jul 2, 2019
Kind
B1
Abstract

A method and apparatus of processing pre-stored recipient information and configuring a targeted message to be sent to the recipient(s) is disclosed. One example method of operation includes retrieving a list of recipients and corresponding recipient profile information from a database, and comparing the recipient profile information to at least one target lifestyle segment or persona (e.g., demographics, healthcare spending, consumer spending, and media preferences). The method may also include identifying that the list of intended recipients' profile information matches the target persona, and selecting and transferring a pre-recorded, persona-tailored automated voice call script to the list of recipients according to a minimum response threshold value of the target persona.

Claims (24)

1. A method comprising: retrieving a list of recipients and corresponding recipient profile information from a database; comparing, via a processor, the recipient profile information to at least one target persona profile comprising a plurality of demographic elements stored in memory; identifying at least a portion of the list of intended recipients' profile information matches the target persona profile by comparing and matching a majority of the plurality of demographic elements of the target persona profile to a corresponding majority of a plurality of demographic elements identified from the list of intended recipients' profile information; selecting a matching portion of the list of recipients as the portion of the list of recipients which will receive a pre-recorded automated voice call script; selecting the pre-recorded automated voice call script that has a minimum response threshold value as a numerical percentage value representing pre-stored positive response feedback information received in a previously conducted communication session from the matching portion of the list of recipients; and transferring, via a transmitter, the pre-recorded automated voice call script to the matching portion of the list of recipients, wherein content of the pre-recorded automated voice call is transferred to one or more of the intended recipients by at least one of e-mail, text messaging, and social networking communications based on the predefined recipient preferences stored in the database.

2. The method of claim 1 , wherein the recipients are patients whose personal information and medical records have been previously stored in the database.

3. The method of claim 1 , wherein the recipients may be identified by at least one of name, address, telephone number, and social security number.

4. The method of claim 1 , wherein the plurality of demographic elements comprises at least two of an address, a zip code, a recipient age range, a recipient gender, a recipient race, a recipient language preference, and a recipient income level.

5. The method of claim 1 , further comprising:

identifying a current response value based on recipient feedback from the transferred pre-recorded automated voice call; and

updating the minimum response threshold value of the target persona profile based on the current response value.

6. The method of claim 1 , wherein the transferred pre-recorded automated voice call is selected for the target demographic based on one or more of voice, dialect, message length, time of day the message is sent, and a channel of communication used to transfer the message.

7. An apparatus comprising: a memory; a processor configured to retrieve a list of recipients and corresponding recipient profile information from a database; compare the recipient profile information to at least one target persona profile comprising a plurality of demographic elements stored in the memory; identify at least a portion of the list of intended recipients' profile information matches the target demographic persona profile by a comparison and match of a majority of the plurality of demographic elements of the target persona profile to a corresponding majority of a plurality of demographic elements identified from the list of intended recipients' profile information; select a matching portion of the list of recipients as the portion of the list of recipients which will receive a pre-recorded automated voice call script; select the pre-recorded automated voice call script that has a minimum response threshold value as a numerical percentage value representing pre-stored positive response feedback information received in a previously conducted communication session from the matching portion of the list of recipients; and a transmitter configured to transfer the pre-recorded automated voice call script to the matching portion of the list of recipients, wherein content of the pre-recorded automated voice call is transferred to one or more of the intended recipients by at least one of e-mail, text messaging, and social networking communications based on the predefined recipient preferences stored in the database.

8. The apparatus of claim 7 , wherein the recipients are patients whose personal information and medical records have been previously stored in the database.

9. The apparatus of claim 7 , wherein the recipients may be identified by at least one of name, address, telephone number, and social security number.

10. The apparatus of claim 7 , wherein the plurality of demographic elements comprises at least two of an address, a zip code, a recipient age range, a recipient gender, a recipient race, a recipient language preference, and a recipient income level.

11. The apparatus of claim 7 , wherein the processor is further configured to

identify a current response value based on recipient feedback from the transferred pre-recorded automated voice call; and

update the minimum response threshold value of the target persona profile based on the current response value.

12. The apparatus of claim 7 , wherein the transferred pre-recorded automated voice call is selected for the target demographic based on one or more of voice, dialect, message length, time of day the message is sent, and a channel of communication used to transfer the message.

13. A non-transitory computer readable storage medium configured to store instructions that when executed cause a processor to perform: retrieving a list of recipients and corresponding recipient profile information from a database; comparing the recipient profile information to at least one target persona profile comprising a plurality of demographic elements stored in memory; identifying at least a portion of the list of intended recipients' profile information matches the target persona profile by comparing and matching a majority of the plurality of demographic elements of the target persona profile to a corresponding majority of a plurality of demographic elements identified from the list of intended recipients' profile information; selecting a matching portion of the list of recipients as the portion of the list of recipients which will receive a pre-recorded automated voice call script; selecting the pre-recorded automated voice call script that has a minimum response threshold value as a numerical percentage value representing pre-stored positive response feedback information received in a previously conducted communication session from the matching portion of the list of recipients; and transferring the pre-recorded automated voice call script to the matching portion of the list of recipients, wherein content of the pre-recorded automated voice call is transferred to one or more of the intended recipients by at least one of e-mail, text messaging, and social networking communications based on the predefined recipient preferences stored in the database.

14. The non-transitory computer readable storage medium of claim 13 , wherein the recipients are patients whose personal information and medical records have been previously stored in the database.

15. The non-transitory computer readable storage medium of claim 13 , wherein the recipients may be identified by at least one of name, address, telephone number, and social security number.

16. The non-transitory computer readable storage medium of claim 13 , wherein the plurality of demographic elements comprises at least two of an address, a zip code, a recipient age range, a recipient gender, a recipient race, a recipient language preference, and a recipient income level.

17. The non-transitory computer readable storage medium of claim 13 , wherein the processor is further configured to perform:

identifying a current response value based on recipient feedback from the transferred pre-recorded automated voice call; and

updating the minimum response threshold value of the target persona profile based on the current response value.

18. The non-transitory computer readable storage medium of claim 13 , wherein the transferred pre-recorded automated voice call is selected for the target demographic based on one or more of voice, dialect, message length, time of day the message is sent, and a channel of communication used to transfer the message.

Assignments (7)
OMNIBUS ASSIGNMENT OF SECURITY INTEREST IN INTELLECTUAL PROPERTY Recorded Nov 25, 2024
From: UBS AG, STAMFORD BRANCH (AS SUCCESSOR TO CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH IN ITS CAPACITY AS COLLATERAL AGENT)
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS THE SUCCESSOR COLLATERAL AGENT
Reel/Frame 069438/0775 →
CHANGE OF NAME Recorded Apr 3, 2023
From: WEST CORPORATION
To: INTRADO CORPORATION
Reel/Frame 063239/0900 →
CHANGE OF NAME Recorded Apr 3, 2023
From: INTRADO CORPORATION
To: WEST TECHNOLOGY GROUP, LLC
Reel/Frame 063239/0876 →
NOTICE OF GRANT OF SECURITY INTEREST (SECOND LIEN) IN PATENTS Recorded Jan 31, 2023
From: CX360, INC.; WEST TECHNOLOGY GROUP, LLC (FKA INTRADO CORPORATION, FKA WEST CORPORATION); INTRADO INTERACTIVE SERVICES CORPORATION (FKA WEST INTERACTIVE SERVICES CORPORATION, FKA COBALT ACQUISITION COMPANY)
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 062571/0018 →
NOTICE OF GRANT OF SECURITY INTEREST IN PATENTS (FIRST LIEN) Recorded Oct 10, 2017
From: WEST CORPORATION
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 044166/0901 →
SECURITY AGREEMENT Recorded Mar 14, 2012
From: INTERCALL, INC. A DELAWARE CORPORATION; INTRADO INC. A DELAWARE CORPORATION; TELEVOX SOFTWARE, INC. A DELAWARE CORPORATION; TUVOX INCORPORATED, A DELAWARE CORPORATION; TWENTY FIRST CENTURY COMMUNICATIONS, INC. AN OHIO CORPORATION; WEST CORPORATION, A DELAWARE CORPORATION; WEST DIRECT, LLC, A DELAWARE LIMITED LIABILITY COMPANY; WEST INTERACTIVE CORPORATION, A DELAWARE CORPORATION; WEST NOTIFICATIONS GROUP, INC. A DELAWARE CORPORATION
To: WELLS FARGO BANK, NATIONAL ASSOCIATION
Reel/Frame 027865/0218 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 19, 2011
From: ZIMMERMAN, SCOTT W.; DEGEORGE, COREY K.
To: WEST CORPORATION
Reel/Frame 027085/0108 →