Systems and methods to process referrals in offer campaigns
First Claim
1. A method, comprising:
- defining, based on electronic data received from a merchant via a portal, a first offer campaign and a second offer campaign of the merchant, each offer campaign defined in terms of a set of required events linked by prerequisite conditions;
sending, by a computing apparatus to a data warehouse, transaction data associated with authorization requests to cause storage of the transaction data in the data warehouse, wherein the authorization requests are received from transaction terminals;
in response to an electronic action by a referring user, transmitting, by the computing apparatus, a first notification to a first computing device of an enrolling user, wherein the first notification comprises a link, the link including a unique identifier for the referring user;
subsequent to the enrolling user activating the link, receiving, by the computing apparatus, enrollment information associated with an enrollment request from the enrolling user;
identifying the referring user based on the enrollment information; and
in response to the enrollment of the enrolling user;
determining, by the computing apparatus, whether the enrolling user has completed a first requirement associated with a first event in the first offer campaign, the determining based at least in part on the transaction data,determining, by the computing apparatus, whether the referring user has completed a second requirement associated with a second event in the second offer campaign;
performing a first action for the enrolling user for the first event, wherein the first action comprises transmitting, via the portal, a second notification to the enrolling user, the transmitting to cause a display of the second notification in a first user interface of the first computing device of the enrolling user,performing a second action for the referring user for the second event, wherein the second action comprises transmitting, via the portal, a third notification to the referring user, the transmitting to cause a display of the third notification in a second user interface of a second computing device of the referring user, andsending at least one electronic communication to cause recording, by the data warehouse, of data in a first data record to track progress of the enrolling user in the first offer campaign and data in a second data record to track progress of the referring user in the second offer campaign.
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Abstract
In one aspect, a computing apparatus is configured to represent offer rules based on requirements for the detection of predefined types of events, and actions scheduled to be performed in response to the detection of each occurrence of the events. The events are processed independently from each other and are linked via prerequisite conditions to formulate the requirements of an offer campaign. In one embodiment, the requirements for the detection of the events are specified based on predetermined types of events, including a first type for an event specified for interaction with a first user when the first user performs an action as a result of a referral from a second user, and a second type for an event specified for interaction with the second user in response to the first user performing the action.
466 Citations
11 Claims
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1. A method, comprising:
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defining, based on electronic data received from a merchant via a portal, a first offer campaign and a second offer campaign of the merchant, each offer campaign defined in terms of a set of required events linked by prerequisite conditions; sending, by a computing apparatus to a data warehouse, transaction data associated with authorization requests to cause storage of the transaction data in the data warehouse, wherein the authorization requests are received from transaction terminals; in response to an electronic action by a referring user, transmitting, by the computing apparatus, a first notification to a first computing device of an enrolling user, wherein the first notification comprises a link, the link including a unique identifier for the referring user; subsequent to the enrolling user activating the link, receiving, by the computing apparatus, enrollment information associated with an enrollment request from the enrolling user; identifying the referring user based on the enrollment information; and in response to the enrollment of the enrolling user; determining, by the computing apparatus, whether the enrolling user has completed a first requirement associated with a first event in the first offer campaign, the determining based at least in part on the transaction data, determining, by the computing apparatus, whether the referring user has completed a second requirement associated with a second event in the second offer campaign; performing a first action for the enrolling user for the first event, wherein the first action comprises transmitting, via the portal, a second notification to the enrolling user, the transmitting to cause a display of the second notification in a first user interface of the first computing device of the enrolling user, performing a second action for the referring user for the second event, wherein the second action comprises transmitting, via the portal, a third notification to the referring user, the transmitting to cause a display of the third notification in a second user interface of a second computing device of the referring user, and sending at least one electronic communication to cause recording, by the data warehouse, of data in a first data record to track progress of the enrolling user in the first offer campaign and data in a second data record to track progress of the referring user in the second offer campaign. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. A computing apparatus, comprising:
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a data warehouse configured to store records associated with offer campaigns of merchants; a portal configured to receive electronic data regarding the offer campaigns from computing devices of the merchants; at least one processor; and memory storing instructions configured to instruct the at least one processor to; define, based on electronic data received from a merchant via the portal, a first offer campaign and a second offer campaign of the merchant, each offer campaign defined in terms of a set of required events linked by prerequisite conditions; in response to an electronic action by a referring user, transmit a first notification to a first computing device of an enrolling user; receive enrollment information associated with an enrollment request from the enrolling user; identify the referring user based on the enrollment information; and in response to the enrollment of the enrolling user; determine whether the enrolling user has completed a first requirement associated with a first event in the first offer campaign, determine whether the referring user has completed a second requirement associated with a second event in the second offer campaign; perform a first action for the enrolling user for the first event, wherein the first action comprises transmitting, via the portal, a second notification to the enrolling user, the transmitting to cause a display of the second notification in a first user interface of the first computing device of the enrolling user, perform a second action for the referring user for the second event, wherein the second action comprises transmitting, via the portal, a third notification to the referring user, the transmitting to cause a display of the third notification in a second user interface of a second computing device of the referring user, and send at least one electronic communication to cause recording, by the data warehouse, of data in a first data record to track progress of the enrolling user in the first offer campaign and data in a second data record to track progress of the referring user in the second offer campaign. - View Dependent Claims (9, 10, 11)
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Specification