IP Library Granted Patent US 9,036,808
Granted Patent B2
US 9,036,808 · App. 14/546,452 · Granted May 19, 2015

Methods and systems for data transfer and campaign management

Inventors: Colin D. Kelley (Santa Barbara, CA); Jason S. Spievak (Santa Barbara, CA); David S. Trandal (Santa Barbara, CA)
Assignee: INVOCA, INC.
H04M3/5191
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Quick Facts
Patent No.
US 9,036,808
App. No.
14/546,452
Granted
May 19, 2015
Kind
B2
Abstract

An online and offline communication processing and tracking using data processing and data/voice networks is described. A phone address from a phone address number pool is automatically assigned to a first entity. A call quality rating is determined and recorded. A call from a caller directed to the phone address is received at a call bridging system coupled to at least one network, wherein the call is associated with call signaling information. Based at least in part on the call quality associated with the caller call, the caller call is assigned to a first location in a call queue. An outbound call is generated from the call bridging system and the inbound and the outbound calls are bridged. One or more parameters of the bridged call are compared to the call quality rating. An indication is recorded regarding the successful bridging of the calls in association with an entity identifier.

Claims (49)

1. A computer implemented method of campaign management, comprising:

providing, by a computing system, one or more phone addresses to be associated with a communication, wherein the communication is to be directed to a customer prospect in association with a marketing campaign;

receiving, at the computing system, a first call directed to a first of the one or more phone addresses, associated with the communication associated with the marketing campaign, by the customer prospect, wherein the first call is associated with call signaling information, wherein the call signaling information comprises a calling phone address of the customer prospect and a called phone address;

answering, at the computing system, the first call and prompting the customer prospect to speak or select a response;

based at least in part on (a) the calling phone address of the customer prospect, or (b) the called phone address, or (c) the customer prospect's response, or any combination comprising (a), (b), or (c), querying, by the computing system, one or more data stores to determine one or more attributes associated with the customer prospect;

based at least in part on the called phone address, originating, by the computing system, an outbound call connection to a call center wherein the connection enables voice and data communications;

transmitting, by the computing system, one or more of the determined attributes associated with the customer prospect, that originated the first call directed to the first phone address associated with the communication associated with the marketing campaign, via the outbound call connection to the call center, wherein transmitting, by the computing system, one or more of the determined attributes associated with the customer prospect via the outbound call connection to the call center, comprises transmitting, by the computing system, one or more of the determined attributes associated with the customer prospect via a Session-Initiated-Protocol (SIP) communication; and

bridging, by the computing system, the first call and the outbound call connection.

2. The method as defined in claim 1 , wherein the computing system is external to the call center and operated by a different entity than the call center.

3. The method as defined in claim 1 , the method further comprising providing a user interface control via which a call center agent in communication with the customer prospect can cause, at least in part, the customer prospect to exit from the marketing campaign.

4. The method as defined in claim 1 , wherein the customer prospect attributes comprise behavioral attributes.

5. A system comprising:

a computing device;

a network interface configured to be coupled to a Public Switched Telephone Network (PSTN);

non-transitory media storing instructions readable by the computing device, that when executed by the computing device, cause the computing device to perform operations, comprising:

storing an association of one or more phone addresses with a marketing campaign, wherein the marketing campaign is associated with a communication, wherein the communication is directed to at least a customer prospect;

receiving a first call directed to a first of the one or more phone addresses by the customer prospect, wherein the first call is associated with call signaling information, wherein the call signaling information includes a calling phone address of the customer prospect and a called phone address;

answering the first call and prompting the customer prospect to speak or select a response;

based at least in part on (a) the calling phone address of the customer prospect, (b) the called phone address, or (c) the customer prospect's response, or any combination comprising (a), (b), or (c), querying one or more data stores to determine one or more attributes associated with the customer prospect;

based at least in part on the called phone address, originating an outbound call connection to a call center wherein the connection enables voice and data communications;

configuring one or more fields of a Session-Initiated-Protocol (SIP) communication with the determined one or more attributes associated with the customer prospect;

transmitting one or more of the determined attributes associated with the customer prospect, that originated the first call directed to the first phone address associated with the marketing campaign, via the outbound call connection to the call center; and

bridging the first call and the outbound call connection.

6. The system as defined in claim 5 , wherein the prompting of the customer prospect to speak or select a response comprises an Interactive Voice Response (IVR) menu configured via a first user interface.

7. The system as defined in claim 5 , the operations further comprising providing a user interface control via which a call center agent can cause, at least in part, the customer prospect to exit from the marketing campaign.

8. The system as defined in claim 5 , wherein the queried one or more data stores are associated with a social networking site.

9. The system as defined in claim 5 , wherein the marketing campaign comprises a plurality of states and wherein a marketing campaign state of the customer prospect comprises an indicator of a likelihood that the customer prospect will be a customer for a good or service.

10. A system comprising:

a computing device;

a network interface configured to be coupled to a Public Switched Telephone Network (PSTN);

non-transitory media storing instructions readable by the computing device, that when executed by the computing device, cause the computing device to perform operations, comprising:

storing an association of one or more phone addresses with a marketing campaign, wherein the marketing campaign is associated with a communication, wherein the communication is directed to at least a customer prospect;

receiving a first call directed to a first of the one or more phone addresses by the customer prospect, wherein the first call is associated with call signaling information, wherein the call signaling information includes a calling phone address of the customer prospect and a called phone address;

based at least in part on the calling phone address of the customer prospect, the called phone address, or any combination thereof, accessing one or more data stores to determine one or more attributes associated with the customer prospect;

based at least in part on the called phone address, originating an outbound call connection to a call center wherein the connection enables voice and data communications;

configuring a Session-Initiated-Protocol (SIP) one or more fields with the determined one or more attributes associated with the customer prospect;

transmitting one or more of the determined attributes associated with the customer prospect, that originated the first call directed to the first phone address associated with the marketing campaign, via the outbound call connection to the call center; and

bridging the first call and the outbound call connection.

11. The system as defined in claim 10 , wherein the customer prospect comprises an existing customer.

12. The system as defined in claim 10 , wherein the communication comprises an online promotion display.

13. The system as defined in claim 10 , wherein the outbound call connection is a Voice-over-Internet-Protocol (VoIP) call connection.

14. The system as defined in claim 10 , the operations further comprising providing a user interface control via which a connected agent can cause, at least in part, the customer prospect to exit from the marketing campaign.

15. The system as defined in claim 10 , wherein the one or more attributes associated with the customer prospect comprise customer prospect implicitly defined attributes.

16. The system as defined in claim 10 , wherein the one or more attributes associated with the customer prospect comprise customer prospect explicitly defined attributes.

17. The system as defined in claim 10 , wherein the accessed one or more data stores are associated with a social networking site.

18. The system as defined in claim 10 , wherein the marketing campaign comprises a plurality of states.

19. The system as defined in claim 10 , wherein the marketing campaign comprises a plurality of states and wherein a marketing campaign state of the customer prospect comprises an indicator of a likelihood that the customer prospect will be a customer for a good or service.

20. The system as defined in claim 10 , wherein the marketing campaign comprises a plurality of states and wherein a marketing campaign state of the customer prospect comprises an indicator of a position of the customer prospect in a marketing campaign funnel.

21. The system as defined in claim 10 , wherein the marketing campaign comprises a plurality of states and wherein a marketing campaign state of the customer prospect comprises an indicator of a number of communications and/or a number of communication attempts with the customer prospect.

Assignments (6)
RELEASE OF SECURITY INTEREST Recorded Jan 24, 2023
From: ORIX GROWTH CAPITAL, LLC
To: INVOCA, INC.
Reel/Frame 062463/0390 →
REAFFIRMATION OF AND SUPPLEMENT TO INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Jan 28, 2022
From: INVOCA, INC.
To: ORIX GROWTH CAPITAL, LLC
Reel/Frame 058892/0404 →
REAFFIRMATION OF AND SUPPLEMENT TO INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Oct 21, 2021
From: INVOCA, INC.
To: ORIX GROWTH CAPITAL, LLC
Reel/Frame 057884/0947 →
SECURITY INTEREST Recorded Sep 19, 2018
From: INVOCA, INC.
To: PACIFIC WESTERN BANK
Reel/Frame 046909/0908 →
SECURITY INTEREST Recorded Sep 18, 2018
From: INVOCA, INC.
To: ORIX GROWTH CAPITAL, LLC
Reel/Frame 046903/0583 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 26, 2015
From: KELLEY, COLIN D.; SPIEVAK, JASON S.; TRANDAL, DAVID S.
To: INVOCA, INC.
Reel/Frame 034814/0530 →
Continuity (12)
Continuation In Part 14319843 · Jun 30, 2014
Continuation In Part 14184330 · Feb 19, 2014
Continuation In Part 14069152 · Oct 31, 2013
Continuation In Part 13828623 · Mar 14, 2013
Continuation In Part 13563493 · Jul 31, 2012
Continuation 13455845 · Apr 25, 2012
Continuation In Part 12552905 · Sep 2, 2009
Provisional Application 61976325 · Apr 7, 2014
Provisional Application 61095255 · Sep 8, 2008
Provisional Application 61107269 · Oct 21, 2008
Provisional Application 61161654 · Mar 19, 2009
Related Publication 20150071427A1 · Mar 12, 2015