IP Library Granted Patent US 8,626,913
Granted Patent B1
US 8,626,913 · App. 13/959,535 · Granted Jan 7, 2014

Test data analysis engine for state-based website tools

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Quick Facts
Patent No.
US 8,626,913
App. No.
13/959,535
Granted
Jan 7, 2014
Kind
B1
Abstract

A method of analyzing website nurturing data while compensating for test visitor profiles may include tracking interactions between visitors and the website including test visitors, and computing a score for each of the visitors based on the interactions. The method may also include storing the score for each of the visitors in visitor profiles, where test visitor profiles correspond to the test visitors. The method may additionally include assigning a discrete profile state to each of the plurality of visitor profiles from a hierarchy of profile states based at least in part on the corresponding score, and storing a test indicator in each of the test visitor profiles. The method may further include computing reporting data based on the plurality of visitor profiles, where the one or more test visitor profiles are excluded at least in part from the reporting data.

Claims (48)

1. A system for analyzing website nurturing data while compensating for test visitor profiles, the system comprising:

a nurturing engine that receives interactions between a plurality of visitors and a website, wherein:

the plurality of visitors comprises one or more test visitors; and

the nurturing engine scores each of the plurality of visitors based on the interactions between each of the plurality of visitors and the website;

a profile database that stores a plurality of visitor profiles that correspond to the plurality of visitors, wherein:

each of the plurality of visitor profiles is assigned a discrete profile state from a hierarchy of profile states; and

the plurality of visitor profiles comprises one or more test visitor profiles corresponding to the one or more test visitors; and

each of the one or more test visitor profiles includes a test indicator; and

a visitor analytics engine that is configured to:

receive the plurality of visitor profiles; and

generate reporting data based on the plurality of visitor profiles, wherein the one or more test visitor profiles are excluded at least in part from the reporting data.

2. The system of claim 1 wherein the reporting data describes a progression of the plurality of visitor profiles through the hierarchy of profile states.

3. The system of claim 1 wherein the one or more test visitors comprises inputs provided from a customer employee to the website to test a progression through the hierarchy of profile states.

4. The system of claim 1 wherein the nurturing engine is configured to customize a website feature comprising one or more selections from the group consisting of: website content, website look-and-feel, and website organization.

5. The system of claim 1 further comprising a visitor identification module that is configured to:

automatically identify the one or more test visitor profiles from among the plurality of visitor profiles; and

store the test visitor indicator in each of the one or more test visitor profiles based on the automatic identification.

6. The system of claim 1 further comprising a visitor identification module that is configured to:

receive one or more user inputs that identify the one or more test visitor profiles from among the plurality of visitor profiles; and

store the test visitor indicator in each of the one or more test visitor profiles based on the one or more user inputs.

7. The system of claim 1 wherein:

the reporting data comprises first reporting data; and

the visitor analytics engine is further configured to generate second reporting data based on the plurality of visitor profiles, wherein the one or more test visitor profiles are used to generate the reporting data.

8. The system of claim 7 wherein the visitor analytics engine is further configured to compare the first reporting data to the second reporting data to generate a score indicating an effectiveness of the nurturing engine.

9. The system of claim 8 wherein parameters of the nurturing engine are altered based on the score.

10. The system of claim 1 , wherein the nurturing engine provides access to gated content for a device associated with a first visitor profile in the plurality of profiles based on the discrete profile state assigned to the first visitor profile from the hierarchy of profile states.

11. A method of analyzing website nurturing data while compensating for test visitor profiles, the method comprising:

tracking interactions between a plurality of visitors and a website, wherein the plurality of visitors comprises one or more test visitors;

computing a score for each of the plurality of visitors based on the interactions between each of the plurality of visitors and the website;

storing the score for each of the plurality of visitors in a plurality of visitor profiles, wherein the plurality of visitor profiles comprises one or more test visitor profiles corresponding to the one or more test visitors;

assigning a discrete profile state to each of the plurality of visitor profiles from a hierarchy of profile states based at least in part on the corresponding score;

storing a test indicator in each of the one or more test visitor profiles; and

computing reporting data based on the plurality of visitor profiles, wherein the one or more test visitor profiles are excluded at least in part from the reporting data.

12. The method of claim 11 , wherein the reporting data describes a progression of the plurality of visitor profiles through the hierarchy of profile states.

13. The method of claim 11 , wherein the one or more test visitors comprises inputs provided from a customer employee to the website to test a progression through the hierarchy of profile states.

14. The method of claim 11 , wherein a website feature comprising one or more selections from the group consisting of: website content, website look-and-feel, and website organization; is customized based on the interactions between each of the plurality of visitors and the website.

15. The method of claim 11 , further comprising:

automatically identifying the one or more test visitor profiles from among the plurality of visitor profiles; and

storing the test visitor indicator in each of the one or more test visitor profiles based on the automatic identification.

16. The method of claim 11 , further comprising:

receiving one or more user inputs that identify the one or more test visitor profiles from among the plurality of visitor profiles; and

storing the test visitor indicator in each of the one or more test visitor profiles based on the one or more user inputs.

17. The method of claim 11 , wherein:

the reporting data comprises first reporting data; and

the method further comprises generating second reporting data based on the plurality of visitor profiles, wherein the one or more test visitor profiles are used to generate the reporting data.

18. The method of claim 17 , further comprising comparing the first reporting data to the second reporting data to generate a score indicating an effectiveness of the nurturing engine.

19. The method of claim 18 , further comprising altering parameters of the nurturing engine based on the score.

20. The method of claim 11 , further comprising providing access to gated content for a device associated with a first visitor profile in the plurality of profiles based on the discrete profile state assigned to the first visitor profile from the hierarchy of profile states.

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 Aug 5, 2013
From: CHOUREY, DEEPESH; MUEHLNER, JAMES
To: LIMELIGHT NETWORKS, INC.
Reel/Frame 030944/0674 →