ACCOUNT LEVEL TRIGGERS
A method and system for account level triggers are described. An automation management system aggregates marketing-relevant activities performed by potential customers across a variety of marketing channels. The leads are matched to marketing accounts, and alerts are sent to account managers when customized trigger conditions are met, generally indicating that a time-sensitive marketing opportunity exists or that recent marketing efforts are having no effect. Triggers can be created based on a weighted account score compiled from multiple marketing dimensions. Triggers can be set to notify account managers when the account score changes more than some programmed thresholds for value and time.
1 . An automation management system comprising:
a memory resource to store instructions; and
one or more processors using the instructions stored in the memory resource to perform operations including:
monitoring a plurality of marketing channels for marketing activities performed by one or more leads;
determining that the one or more leads belong to a marketing account;
aggregating the marketing activities performed by the one or more leads across the plurality of marketing channels for the marketing account;
updating a plurality of account metrics for the marketing account based on the aggregated marketing activities;
based on the plurality of account metrics, determining that criteria for one or more predetermined account triggers are satisfied; and
transmitting an alert to at least a member of an account team associated with the marketing account.
2 . The automation management system of claim 1 , wherein the memory resource stores further instructions to perform operations including:
selecting content to display to the one or more leads based on determining that the criteria for the one or more predetermined account triggers are satisfied.
3 . The automation management system of claim 1 , wherein the marketing activities include a first activity on a first marketing channel and a second activity on a second marketing channel different from the first marketing channel.
4 . The automation management system of claim 1 , wherein the memory resource stores further instructions to perform operations including:
receiving one or more criteria for an account trigger from a user device of the member of the account team.
5 . The automation management system of claim 1 , wherein the marketing activities performed by the one or more leads occur during a programmed period of time.
6 . The automation management system of claim 1 , wherein the plurality of account metrics includes an account score for the marketing account.
7 . The automation management system of claim 6 , wherein the account score is updated based on the marketing activities performed by the one or more leads.
8 . The automation management system of claim 6 , wherein the criteria includes a change in the account score.
9 . The automation management system of claim 1 , wherein determining that the criteria for the one or more predetermined account triggers are satisfied is based on metrics for a plurality of accounts or an account segment.
10 . The automation management system of claim 1 , wherein the plurality of marketing channels includes traditional channels, such as live events, print media, and television, digital channels, such as websites, email, and mobile applications, and social media channels.
11 . A method of account level triggering, the method being implemented by one or more processors and comprising:
monitoring a plurality of marketing channels for marketing activities performed by one or more leads;
determining that the one or more leads belong to a marketing account;
aggregating the marketing activities performed by the one or more leads across the plurality of marketing channels for the marketing account;
updating a plurality of account metrics for the marketing account based on the aggregated marketing activities;
based on the plurality of account metrics, determining that criteria for one or more predetermined account triggers are satisfied; and
transmitting an alert to at least a member of an account team associated with the marketing account.
12 . The method of claim 11 , further comprising:
selecting content to display to the one or more leads based on determining that the criteria for the one or more predetermined account triggers are satisfied.
13 . The method of claim 11 , wherein the marketing activities include a first activity on a first marketing channel and a second activity on a second marketing channel different from the first marketing channel.
14 . The method of claim 11 , further comprising:
receiving one or more criteria for an account trigger from a user device of the member of the account team.
15 . The method of claim 11 , wherein the marketing activities performed by the one or more leads occur during a programmed period of time.
16 . The method of claim 11 , wherein the plurality of account metrics includes an account score for the marketing account.
17 . The method of claim 16 , wherein the account score is updated based on the marketing activities performed by the one or more leads.
18 . The method of claim 16 , wherein the criteria includes a change in the account score.
19 . The method of claim 11 , wherein determining that the criteria for the one or more predetermined account triggers are satisfied is based on metrics for a plurality of accounts or an account segment.
20 . A non-transitory computer-readable medium that stores instructions, executable by one or more processors, to cause the one or more processors to perform operations that comprise:
monitoring a plurality of marketing channels for marketing activities performed by one or more leads;
determining that the one or more leads belong to a marketing account;
aggregating the marketing activities performed by the one or more leads across the plurality of marketing channels for the marketing account;
updating a plurality of account metrics for the marketing account based on the aggregated marketing activities;
based on the plurality of account metrics, determining that criteria for one or more predetermined account triggers are satisfied; and
transmitting an alert to at least a member of an account team associated with the marketing account.