IP Library › Patent Application 17162346
Patent Application
App. No. 17/162,346

MANAGEMENT OF USER JOURNEYS THROUGH PREDEFINED COMMUNICATION ACTIVITIES

Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US None
App. No.
17/162,346
Abstract

Methods, computer readable media, and devices for management of a user journey through predefined communications activities are presented. A method may include obtaining a contact identifier for one or more contacts, determining a journey for a contact corresponding to the contact identifier, determining a contact status for the contact, displaying a visual depiction of the journey and a visual depiction of the contact status for the contact, receiving an indication of a contact journey modification, generating an updated contact status, and displaying an updated visual depiction of the journey and the updated contact status for the contact.

Claims (75)

1 . A computer-implemented for management of user journeys through predefined communication activities by a computerized information system, the method comprising:

obtaining a contact identifier for one or more contacts in the computerized information system;

determining a journey for a contact corresponding to the contact identifier, the journey comprising one or more paths and each path comprising one or more actions to be performed in relation to the contact;

determining a contact status for the contact, the contact status including a location of the contact along the journey and a state of the contact;

displaying, via a graphical user interface, a visual depiction of the journey and a visual depiction of the contact status for the contact;

receiving an indication of a contact journey modification;

generating an updated contact status for the contact based on the contact journey modification; and

displaying, via the graphical user interface, an updated visual depiction of the journey and the updated contact status for the contact.

2 . The computer-implemented method of claim 1 , wherein obtaining the contact identifier comprises:

receiving a selection of a location on the journey;

providing an indication of contacts currently at the location;

receiving a selection of the contact from the user; and

retrieving the contact identifier based on the selection of the contact.

3 . The computer-implemented method of claim 2 , wherein providing an indication of contacts currently at the location comprises:

submitting a query to a database based on the location;

receiving a response from the database, the response including the indication of contacts currently at the location; and

displaying, via the graphical user interface, the indication of contacts currently at the location.

4 . The computer-implemented method of claim 2 , wherein retrieving the contact identifier based on the selection of the contact comprises:

submitting a query to a database based on the selection of the contact; and

receiving a response from the database, the response including the contact identifier corresponding to the selection of the contact.

5 . The computer-implemented method of claim 1 , wherein generating an updated contact status for the contact based on the contact journey modification comprises:

determining the contact journey modification is a move modification; and

generating the updated contact status to further include a new location to which the contact will be moved along the journey.

6 . The computer-implemented method of claim 1 , wherein generating an updated contact status for the contact based on the contact journey modification comprises:

determining the contact journey modification is an alternative path modification;

recommending an alternative path or an alternative journey; and

generating the updated contact status to further include a new location of the contact along the alternative path or the alternative journey.

7 . The computer-implemented method of claim 1 , further comprising updating a stored record for the contact in a database based on the indication of the contact journey modification.

8 . The computer-implemented method of claim 1 , further comprising performing an action based on the contact journey modification and the updated contact status.

9 . A non-transitory machine-readable storage medium that provides instructions that, if executed by a processor, are configurable to cause the processor to perform operations comprising:

obtaining a contact identifier for one or more contacts in the computerized information system;

determining a journey for a contact corresponding to the contact identifier, the journey comprising one or more paths and each path comprising one or more actions to be performed in relation to the contact;

determining a contact status for the contact, the contact status including a location of the contact along the journey and a state of the contact;

displaying, via a graphical user interface, a visual depiction of the journey and a visual depiction of the contact status for the contact;

receiving an indication of a contact journey modification;

generating an updated contact status for the contact based on the contact journey modification; and

displaying, via the graphical user interface, an updated depiction of the journey and the updated contact status for the contact.

10 . The non-transitory machine-readable storage medium of claim 9 , wherein obtaining the contact identifier comprises:

receiving a selection of a location on the journey;

providing an indication of contacts currently at the location;

receiving a selection of the contact from the user; and

retrieving the contact identifier based on the selection.

11 . The non-transitory machine-readable storage medium of claim 9 , wherein generating an updated contact status for the contact based on the contact journey modification comprises:

determining the contact journey modification is a move modification; and

generating the updated contact status to further include a new location to which the contact will be moved along the journey.

12 . The non-transitory machine-readable storage medium of claim 9 , wherein generating an updated contact status for the contact based on the contact journey modification comprises:

determining the contact journey modification is an alternative path modification;

recommending an alternative path or an alternative journey; and

generating the updated contact status to further include a new location of the contact along the alternative path or the alternative journey.

13 . The non-transitory machine-readable storage medium of claim 9 , wherein the instructions are further configurable to cause the processor to perform further operations comprising updating a stored record for the contact in a database based on the indication of the contact journey modification.

14 . The non-transitory machine-readable storage medium of claim 9 , wherein the instructions are further configurable to cause the processor to perform further operations comprising performing an action based on the contact journey modification and the updated contact status.

15 . An apparatus comprising:

a processor;

a non-transitory machine-readable storage medium that provides instructions that, if executed by the processor, are configurable to cause the apparatus to perform operations comprising:

obtaining a contact identifier for one or more contacts in the computerized information system;

determining a journey for a contact corresponding to the contact identifier, the journey comprising one or more paths and each path comprising one or more actions to be performed in relation to the contact;

determining a contact status for the contact, the contact status including a location of the contact along the journey and a state of the contact;

displaying, via a graphical user interface, a visual depiction of the journey and a visual depiction of the contact status for the contact;

receiving an indication of a contact journey modification;

generating an updated contact status for the contact based on the contact journey modification; and

displaying, via the graphical user interface, an updated depiction of the journey and the updated contact status for the contact.

16 . The apparatus of claim 15 , wherein obtaining the contact identifier comprises:

receiving a selection of a location on the journey;

providing an indication of contacts currently at the location;

receiving a selection of the contact from the user; and

retrieving the contact identifier based on the selection.

17 . The apparatus of claim 15 , wherein generating an updated contact status for the contact based on the contact journey modification comprises:

determining the contact journey modification is a move modification; and

generating the updated contact status to further include a new location to which the contact will be moved along the journey.

18 . The apparatus of claim 15 , wherein generating an updated contact status for the contact based on the contact journey modification comprises:

determining the contact journey modification is an alternative path modification;

recommending an alternative path or an alternative journey; and

generating the updated contact status to further include a new location of the contact along the alternative path or the alternative journey.

19 . The apparatus of claim 15 , wherein the instructions are further configurable to cause the apparatus to perform further operations comprising updating a stored record for the contact in a database based on the indication of the contact journey modification.

20 . The apparatus of claim 15 , wherein the instructions are further configurable to cause the apparatus to perform further operations comprising performing an action based on the contact journey modification and the updated contact status.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 22, 2021
From: PITKIN, SCOTT; PAREKH, PRANAVKUMAR JANAKBHAI; BRINEGAR, BRIAN; SHORT, ANDREW; PRATHER, JUSTIN; ZELENAK, MATTHEW; WHYNOT, CRAIG; LULLA, ASHWIN; GREER, ALICIA; EVERETTS, ROB; MACMANUS, JAMES
To: SALESFORCE.COM, INC.
Reel/Frame 055348/0778 →