Systems and methods for message personalization
Systems and methods for building personalized messages to one or more recipients. In one aspect, one or more personalized messages are created from one or more templates and one or more token lists. The templates include global tokens and local tokens. The token lists contain fields in the templates and corresponding token values. For each respective target recipient, a personalized message is generated by identifying and storing global tokens and corresponding global token values in a global cache, and identifying and storing local tokens and corresponding local token values in a local cache. The personalized messages are then created using the templates and substituting tokens with token values stored in the global and local cache. The personalized messages are then distributed to the corresponding target recipients.
1. A computer-implemented method for building a plurality of personalized messages from a mailing without human intervention, wherein the mailing uses one or more templates and one or more token lists, and wherein
each template in the one or more templates comprises a subset of global tokens in a plurality of global tokens, and
each template in the one or more template comprises a subset of local tokens in a plurality of local tokens,
the method being performed by one more processors and one or more memory, the one or more memory storing a global cache and a local cache wherein, for each respective target recipient in a plurality of target recipients, the method comprises:
(a) identifying, in a template designated for the respective target recipient in the one or more templates, one or more global tokens not found in the global cache;
(b) obtaining, for each global token in the one or more global tokens identified in (a), a corresponding global token value from the one or more token lists, each token list in the one or more token lists including one or more global tokens in the plurality of global tokens and corresponding global token values;
(c) storing in the global cache, the one or more global tokens identified in (a) and their corresponding global token values obtained in (b);
(d) storing in the local cache one or more local tokens in the template designated for the target recipient and corresponding local token values when the one or more local tokens are not present in the local cache; and
(e) building a personalized message from the template designated for the respective target recipient by substituting global tokens in the template designated for the respective recipient with global token values stored in the global cache and substituting local tokens in the template designated for the respective recipient with local token values associated with the respective target recipient that are stored in the local cache,
thereby building the plurality of personalized messages, wherein each personalized message in the plurality of personalized messages corresponds to a target recipient in a plurality of target recipients.
2. The computer-implemented method of claim 1 , further comprising flushing the local cache after building a first personalized message in the plurality of personalized messages and before building a second personalized message in the plurality of personalized messages.
3. The computer-implemented method of claim 1 , wherein the method occurs during load time.
4. The computer-implemented method of claim 1 , further comprising sending each respective personalized message in the plurality of personalized messages to the corresponding target recipient.
5. The computer-implemented method of claim 1 , wherein the steps of the method are performed on a server.
6. The computer-implemented method of claim 1 , wherein the local token values stored in (d) are retrieved from a data repository of target recipient records and information.
7. The computer-implemented method of claim 1 , wherein the local token values stored in (d) are retrieved from a local token list received from a client computer.
8. The computer-implemented method of claim 1 , wherein the one or more templates are received from a client computer.
9. The computer-implemented method of claim 1 , wherein the one or more token lists in (b) are received from a client computer.
10. The computer-implemented method of claim 1 , wherein global token values or local token values are themselves tokens or subtokens.
11. The computer-implemented method of claim 1 , wherein the personalized messages can be e-mail, SMS, FAX, IM, social network posts, voice, or any other digital communication process.
12. A computing device for building a plurality of personalized messages from a mailing without human intervention, wherein the mailing uses one or more templates and one or more token lists, and wherein
each template in the one or more templates comprises a subset of global tokens in a plurality of global tokens, and
each template in the one or more templates comprises a subset of local tokens in a plurality of local tokens,
the computing device comprising a processor and a memory, the memory storing a global cache and a local cache, wherein, for each respective target recipient in the plurality of target recipients, the memory comprises instructions, executable by the processor, for:
(a) identifying, in a template designated for the respective target recipient in the one or more templates, one or more global tokens not found in the global cache;
(b) obtaining, for each global token in the one or more global tokens identified in (a), a corresponding global token value from the one or more token lists, each token list in the one or more token lists including one or more global tokens in the plurality of global tokens and corresponding global token values;
(c) storing in the global cache, the one or more global tokens identified in (a) and their corresponding global token values obtained in (b);
(d) storing in the local cache one or more local tokens in the template designated for the respective target recipient and corresponding local token values when the one or more local tokens are not present in the local cache; and
(e) building a personalized message from the template designated for the respective target recipient by substituting global tokens in the template designated for the respective recipient with global token values stored in the global cache and substituting local tokens in the template designated for the respective recipient with local token values associated with the respective target recipient that are stored in the local cache,
thereby building the plurality of personalized messages, wherein each personalized message in the plurality of personalized messages corresponds to a target recipient in a plurality of target recipients.
13. The computing device of claim 12 , wherein the memory further comprises instructions for flushing the local cache after building a first personalized message in the plurality of personalized messages and before building a second personalized message in the plurality of personalized messages.
14. The computing device of claim 12 , wherein the instructions are executed during load time.
15. The computing device of claim 12 , wherein the memory further comprises instructions for sending each respective personalized message in the plurality of personalized messages to the corresponding target recipient.
16. The computing device of claim 12 , wherein the local token values stored in the local cache by the storing (d) are retrieved from a data repository of target recipient records and information.
17. The computing device of claim 12 , wherein the local token values stored in the local cache by the storing (d) are retrieved from a local token list received from a client computer.
18. The computing device of claim 12 , wherein the one or more templates are received from a client computer.
19. The computing device of claim 12 , wherein the one or more token lists in (b) are received from a client computer.
20. A computer system for building a plurality of personalized messages from a mailing without human intervention, wherein the mailing uses one or more templates and one or more token lists, and wherein
each template in the one or more templates comprises a subset of global tokens in a plurality of global tokens, and
each template in the one or more templates comprises a subset of local tokens in a plurality of local tokens,
the computer system comprising one or more processors and one or more memory, wherein, the one or more memory storing a global cache and a local cache, wherein, for each respective target recipient in the plurality of target recipients, the one or more memory comprise instructions, executable by the one or more processors, for:
(a) identifying, in a template designated for the respective target recipient, one or more global tokens not found in the global cache;
(b) obtaining, for each global token in the one or more global tokens identified in (a), a corresponding global token value from the one or more token lists, each token list in the one or more token lists including one or more global tokens in the plurality of global tokens and corresponding global token values;
(c) storing in the global cache, the one or more global tokens identified in (a) and their corresponding global token values obtained in (b);
(d) storing in the local cache one or more local tokens in the one or more templates and corresponding local token values when the one or more local tokens are not present in the local cache; and
(e) building a personalized message from the template designated for the respective target recipient by substituting global tokens in the template designated for the respective target recipient with global token values stored in the global cache and substituting local tokens in the template designated for the respective target recipient with local token values associated with the respective target recipient that are stored in the local cache,
thereby building the plurality of personalized messages, wherein each personalized message in the plurality of personalized messages corresponds to a target recipient in the plurality of target recipients.
21. A non-transitory computer readable medium comprising instructions to perform a method for building a plurality of personalized messages from a mailing without human intervention, wherein the mailing uses one or more templates and one or more token lists, and wherein
each template in the one or more templates comprises a subset of global tokens in a plurality of global tokens, and
each template in the one or more templates comprises a subset of local tokens in a plurality of local tokens,
the method being performed by one more processors and one or more memory, the one or more memory storing a global cache and a local cache wherein, for each respective target recipient in the plurality of target recipients, the method comprises:
(a) identifying, in a template designated for the respective target recipient in the one or more templates, one or more global tokens not found in a global cache;
(b) obtaining, for each global token in the one or more global tokens identified in (a), a corresponding global token value from the one or more token lists, each token list in the one or more token lists including one or more global tokens in the plurality of global tokens and corresponding global token values;
(c) storing in the global cache, the one or more global tokens identified in (a) and their corresponding global token values obtained in (b);
(d) storing in the local cache one or more local tokens in the template designated for the target recipient and corresponding local token values when the one or more local tokens are not present in the local cache; and
(e) building a personalized message from the one or more templates for the respective target recipient by substituting global tokens in the template designated for the target recipient with global token values stored in the global cache and substituting local tokens in the template designated for the target recipient with local token values associated with the respective target recipient that are stored in the local cache,
thereby building the plurality of personalized messages, wherein each personalized message in the plurality of personalized messages corresponds to a target recipient in the plurality of target recipients.