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Systems and methods to process referrals in offer campaigns

  • US 10,360,591 B2
  • Filed: 08/31/2016
  • Issued: 07/23/2019
  • Est. Priority Date: 09/20/2011
  • Status: Active Grant
First Claim
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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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