IP Library Granted Patent US 8,326,964
Granted Patent B1
US 8,326,964 · App. 13/297,161 · Granted Dec 4, 2012

Website data content access progression

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Quick Facts
Patent No.
US 8,326,964
App. No.
13/297,161
Granted
Dec 4, 2012
Kind
B1
Abstract

The present disclosure presents methods and systems for recording and analyzing a visitor's interactions with a website aimed at determining a qualified sales lead. Lead scoring may be used based on interactions with content, navigation through a website, and the providing of information from the visitor. Events, such as lead scores exceeding a threshold value, may prompt a request for information from the visitor. Providing information may increase a profile level and allow access to previously gated content. Visitor and business information may be stored in a user profile. Interests of the visitor and an associated business area may be ascertained. The interests lead score, and progressive profiles may be used to tailor the content and organization of the website according to the needs of the visitor, to suggest content and business solutions to the visitor, and to determine if/when a visitor is qualified as a lead.

Claims (60)

1. A computer-implemented method for managing interactions between a visitor associated with a first business, and a website associated with a second business, to generate a qualified business lead, the method comprising:

associating a lead score with the visitor;

associating a user state profile with the visitor, wherein the user state profile includes a state profile level that is determined by an amount of information provided by the visitor to the website;

defining a plurality of interests related to the second business;

associating each of the plurality of interests with one or more categories of data content of the website;

associating, based on activity of the visitor on the website, an interest from the plurality of interests with the user state profile;

receiving business information based on an IP address associated with the visitor;

storing the business information in the user state profile; and

tailoring data content of the website and organization of the website based on the interest associated with the visitor and based on the business information;

changing the lead score in response to an action taken by the visitor on the website;

requesting first information from the visitor when the lead score exceeds a first state profile threshold value, the first information being different than the business information;

elevating the state profile level of the user state profile when the visitor provides first information; and

determining that the visitor is a qualified lead in the interest associated with the visitor when the lead score exceeds a threshold value.

2. The computer-implemented method of generating a qualified business lead as in claim 1 , further comprising:

creating a business account associated with the first business and associating the user state profile with the business account; and

assigning one or more of the plurality of interests to the business account based on the interest assigned to the visitor.

3. The computer-implemented method of generating a qualified business lead as in claim 2 , further comprising assigning one or more of the plurality of interests to the business account based on business information received from a third party, wherein the business information was acquired using the IP address of the visitor.

4. The computer-implemented method of generating a qualified business lead as in claim 1 , further comprising displaying a banner advertisement on the website.

5. The computer-implemented method of generating a qualified business lead as in claim 1 , wherein the plurality of interests corresponds to a plurality of personas that are targeted by the second business.

6. The computer-implemented method of generating a qualified business lead as in claim 1 , wherein hyperlinks to additional content are made available to the visitor on the website based on the interest associated with the visitor.

7. The computer-implemented method of generating a qualified business lead as in claim 1 , further comprising:

storing additional data content of the website for the visitor in a resource portfolio; and

displaying additional data content of the website in the resource portfolio based on the interest assigned to the visitor.

8. The computer-implemented method of generating a qualified business lead as in claim 1 , further comprising increasing the lead score based on the first information provided by the visitor.

9. A computer-implemented method for managing interactions between a visitor associated with a first business, and a website associated with a second business, to generate a qualified business lead, the method comprising:

associating a lead score with the visitor;

associating a user state profile with the visitor, wherein the user state profile includes a state profile level that is determined by an amount of information provided by the visitor to the second business via the website;

changing the lead score in response to an action taken by the visitor on the website;

requesting first information from the visitor when the lead score exceeds a first state profile threshold value;

elevating the state profile level of the user state profile when the visitor provides first information;

allowing the visitor to access additional data content of the website when the state profile level is elevated;

determining that the visitor is a qualified lead when the lead score exceeds a threshold value;

receiving further information based on an IP address associated with the visitor, the further information comprising business information;

storing the business information in the user state profile; and

tailoring a section of data content of the website based on the business information.

10. The computer-implemented method of generating a qualified business lead as in claim 9 , further comprising requesting second information from the visitor when the lead score exceeds a second state profile threshold value, wherein the second state profile threshold value is greater than the first state profile threshold value.

11. The computer-implemented method of generating a qualified business lead as in claim 10 , further comprising requesting second information from the visitor in response to an attempt by the visitor to access data content of the website that is tagged at a first state profile level that is higher than the state profile level of the user state profile.

12. The computer-implemented method of generating a qualified business lead as in claim 9 , further comprising requesting additional information from the visitor in response to receiving the first information from the visitor, wherein the additional information is based on the first information.

13. The computer-implemented method of generating a qualified business lead as in claim 9 , further comprising creating a business account associated with the first business and associating the user state profile with the business account.

14. The computer-implemented method of generating a qualified business lead as in claim 9 , wherein the first information includes a selection by the visitor of an interest, wherein the interest is associated with a business solution offered by the second business.

15. The computer-implemented method of generating a qualified business lead as in claim 9 , further comprising determining geo-location information about the visitor based on the IP address, and using the geo-location information to populate the user state profile.

16. A computer-readable medium for managing interactions between a visitor associated with a first business, and a website associated with a second business, to generate a qualified business lead, having sets of instructions stored thereon which, when executed by a computer, cause the computer to:

associate a lead score with the visitor;

associate a user state profile with the visitor, wherein the user state profile includes a state profile level that is determined by an amount of information provided by the visitor to the website;

define a plurality of interests related to the second business;

associate each of the plurality of interests with one or more categories of data content of the website;

associate, based on activity of the visitor on the website, an interest from the plurality of interests with the user state profile;

tailor data content of the website and organization of the website based on the interest associated with the visitor;

change the lead score in response to an action taken by the visitor on the website;

request first information from the visitor when the lead score exceeds a first state profile threshold value;

elevate the state profile level of the user state profile when the visitor provides first information;

determine that the visitor is a qualified lead in the interest associated with the visitor when the lead score exceeds a threshold value;

receive further information based on an IP address associated with the visitor, the further information comprising business information;

store the business information in the user state profile; and

tailor a section of data content of the website based on the business information.

17. The computer-readable medium of claim 16 , wherein the instructions further cause the computer to:

create a business account associated with the first business and associate the user state profile with the business account; and

assign one or more of the plurality of interests to the business account based on the interest associated with the visitor.

18. The computer-readable medium of claim 16 , wherein the instructions further cause the computer to display statistical information related to a number of visitors who have visited the website and a percentage of the number of visitors who have been qualified as a lead.

19. The computer-readable medium of claim 16 , wherein the instructions further cause the computer to provide an interface allowing a user associated with the second business to adjust lead scores associated with both individual content instances and content categories of the website.

Assignments (11)
RELEASE OF SECURITY INTEREST Recorded Jul 25, 2025
From: JEFFERIES FINANCE LLC, AS AGENT
To: UPLAND SOFTWARE, INC.; UPLAND SOFTWARE I, INC.; UPLAND SOFTWARE IV, LLC; UPLAND SOFTWARE V, INC.; UPLAND SOFTWARE VI, LLC; UPLAND SOFTWARE VII, LLC; UPLAND IX, LLC; ULTRIVA, LLC; ADVANCED PROCESSING & IMAGING, INC.; OMTOOL, LTD.; RIGHT ANSWERS, INC.; WATERFALL INTERNATIONAL INC.; QVIDIAN CORPORATION; REFERENCES-ONLINE, INC.; ADESTRA INC.; POSTUP HOLDINGS, LLC; POSTUP DIGITAL, LLC; DAILY INCHES, INC.
Reel/Frame 071840/0240 →
SECURITY INTEREST Recorded Jul 25, 2025
From: UPLAND SOFTWARE, INC.
To: SOUND POINT AGENCY LLC, AS ADMINISTRATIVE AGENT
Reel/Frame 071841/0009 →
SECURITY INTEREST Recorded Mar 25, 2025
From: UPLAND SOFTWARE INC.; UPLAND SOFTWARE VII, LLC; OMTOOL, LTD.; WATERFALL INTERNATIONAL, INC.; QVIDIAN CORPORATION; REFERENCES- ONLINE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 070626/0779 →
MERGER Recorded Jan 11, 2021
From: UPLAND SOFTWARE VII, LLC
To: UPLAND SOFTWARE, INC.
Reel/Frame 054874/0463 →
SECURITY INTEREST Recorded Aug 8, 2019
From: UPLAND SOFTWARE, INC.; UPLAND SOFTWARE I, INC.; UPLAND SOFTWARE IV, LLC; UPLAND SOFTWARE V, INC.; UPLAND SOFTWARE VI, INC.; UPLAND SOFTWARE VII, INC.; UPLAND IX, LLC; ULTRIVA, LLC; ADVANCED PROCESSING & IMAGING, INC.; OMTOOL, LTD.; RIGHTANSWERS, INC.; WATERFALL INTERNATIONAL INC.; QVIDIAN CORPORATION; REFERENCES-ONLINE, INC.; ADESTRA INC.; POSTUP HOLDINGS, LLC; POSTUP DIGITAL, LLC; DAILY INCHES, INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
Reel/Frame 050002/0536 →
RELEASE OF SECURITY INTEREST Recorded Aug 7, 2019
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
To: UPLAND SOFTWARE VII, LLC
Reel/Frame 049991/0314 →
CHANGE OF NAME Recorded Jan 23, 2017
From: UPLAND SOFTWARE VII, INC.
To: UPLAND SOFTWARE VII, LLC
Reel/Frame 041070/0130 →
CHANGE OF NAME Recorded May 29, 2015
From: CLICKABILITY, INC.
To: UPLAND SOFTWARE VII, INC.
Reel/Frame 035798/0073 →
SECURITY INTEREST Recorded May 15, 2015
From: UPLAND SOFTWARE VII, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
Reel/Frame 035646/0972 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 10, 2013
From: LIMELIGHT NETWORKS, INC.
To: CLICKABILITY, INC.
Reel/Frame 031754/0394 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 21, 2011
From: CHOUREY, DEEPESH; SMALL, MATTHEW; FREUND, JEFF
To: LIMELIGHT NETWORKS, INC.
Reel/Frame 027268/0170 →