IP Library Granted Patent US 11,334,915
Granted Patent B1
US 11,334,915 · App. 16/460,968 · Granted May 17, 2022

Method and apparatus of providing messaging to targeted lifestyle segments

Inventors: Scott W. Zimmerman (Fairhope, AL); Corey K. DeGeorge (Mobile, AL)
Assignee: INTRADO CORPORATION
G06Q30/0255G16H10/60
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Quick Facts
Patent No.
US 11,334,915
App. No.
16/460,968
Granted
May 17, 2022
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 (52)

1. A method comprising:

comparing, via a processor, recipient profile information to at least one target persona profile comprising a plurality of demographic elements stored in memory;

identifying that at least a portion of the recipient profile information matches the target persona profile by 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 a list of recipients;

selecting a matching portion of the list of recipients as the portion of the list of recipients that will receive a pre-recorded automated voice call script;

selecting the pre-recorded automated voice call script that has a minimum response threshold value based on 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 script is transferred to one or more of the matching portion of the list of recipients by at least one of e-mail, text messaging, and social networking communications based on predefined recipient preferences stored in a 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:

a name, an address, a telephone number, and a 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 script; 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 script is selected for a target demographic based on one or more of:

a voice, a dialect, a message length, a time of day the message is sent, and a channel of communication used to transfer the message.

7. The method of claim 1 , wherein the minimum response threshold value is represented as a numerical percentage value representing pre-stored positive response feedback information received in the previously conducted communication session.

8. An apparatus comprising:

a memory storing instructions; and

a processor that when executing the instructions is configured to:

compare recipient profile information to at least one target persona profile comprising a plurality of demographic elements stored in memory;

identify that at least a portion of the recipient profile information matches the target persona profile by a 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 a list of recipients;

select a matched portion of the list of recipients as the portion of the list of recipients that will receive a pre-recorded automated voice call script;

select the pre-recorded automated voice call script that has a minimum response threshold value based on a previously conducted communication session from the matched portion of the list of recipients; and

transfer, via a transmitter, the pre-recorded automated voice call script to the matched portion of the list of recipients, wherein content of the pre-recorded automated voice call script is transferred to one or more of the matching portion of the list of recipients by at least one of e-mail, text message, and social network communications based on predefined recipient preferences stored in a database.

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

10. The apparatus of claim 8 , wherein the recipients may be identified by at least one of:

a name, an address, a telephone number, and a social security number.

11. The apparatus of claim 8 , 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.

12. The apparatus of claim 8 , wherein the processor is further configured to:

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

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

13. The apparatus of claim 8 , wherein the transferred pre-recorded automated voice call script is selected for a target demographic based on one or more of:

a voice, a dialect, a message length, a time of day the message is sent, and a channel of communication used to transfer the message.

14. The apparatus of claim 8 , wherein the minimum response threshold value is represented as a numerical percentage value representing pre-stored positive response feedback information received in the previously conducted communication session.

15. A non-transitory computer readable storage medium configured to store instructions that when executed by a processor cause the processor to perform:

comparing, via a processor, recipient profile information to at least one target persona profile comprising a plurality of demographic elements stored in memory;

identifying that at least a portion of the recipient profile information matches the target persona profile by 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 a list of recipients;

selecting a matching portion of the list of recipients as the portion of the list of recipients that will receive a pre-recorded automated voice call script;

selecting the pre-recorded automated voice call script that has a minimum response threshold value based on 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 script is transferred to one or more of the matching portion of the list of recipients by at least one of e-mail, text messaging, and social networking communications based on predefined recipient preferences stored in a database.

16. The non-transitory computer readable storage medium of claim 15 , wherein the recipients are patients whose personal information and medical records have been previously stored in the database.

17. The non-transitory computer readable storage medium of claim 15 , wherein the recipients may be identified by at least one of:

a name, an address, a telephone number, and a social security number.

18. The non-transitory computer readable storage medium of claim 15 , 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.

19. The non-transitory computer readable storage medium of claim 15 , wherein the instructions further cause the processor to perform:

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

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

20. The non-transitory computer readable storage medium of claim 15 , wherein the transferred pre-recorded automated voice call script is selected for a target demographic based on one or more of:

a voice, a dialect, a message length, a time of day the message is sent, and a channel of communication used to transfer the message.

Assignments (6)
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 May 22, 2023
From: INTRADO CORPORATION
To: WEST TECHNOLOGY GROUP, LLC
Reel/Frame 063717/0291 →
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 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 8, 2022
From: ZIMMERMAN, SCOTT W.; DEGEORGE, COREY K.
To: WEST CORPORATION
Reel/Frame 059543/0011 →
CHANGE OF NAME Recorded Apr 8, 2022
From: WEST CORPORATION
To: INTRADO CORPORATION
Reel/Frame 059661/0474 →
SECURITY INTEREST Recorded Jun 30, 2020
From: INTRADO CORPORATION (F/K/A WEST CORPORATION)
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 053083/0932 →