System and Method for Responding to Web Form Inquiries

• US 20140114997A1
• Filed: 07/03/2013
• Published: 04/24/2014
• Est. Priority Date: 10/15/2007
• Status: Active Grant

• Current Assignee: XANT Inc.
• Original Assignee: Insidesales.com
• Inventors: Purdy, Thomas Jeffrey, Elkington, David Randal, Johnson, Jeremiah, Krogue, Kenneth David, Oldroyd, James B.
• Granted Patent: US 9,213,763 B2
• Time in Patent Office: Days
• US Class Current: 707/758
• CPC Class Codes: G06F 16/95 Retrieval from the web
• CPC Class Codes: G06F 40/174 Form filling; Merging

Abstract

An apparatus, system, and method are disclosed for generating contact plans and responding to web form inquires using the contact plans.

Claims

1. A system for use in conjuction with a web server configured to receive contact data submitted by a contacting person via a web form on a browser displayable web page, the web server receiving responses to contacting persons entering and submitting contact data within such web forms;

the system responding to inquiries made by contacting persons through these web forms, those responses made through the use of contact plans that specify modes of contact with contacting persons, those contact plans containing information not specific to a particular contacting person but rather that information being capable of association to more than one person making contact through a web form, said system comprising;

a data server configured to retrieve additional data associated with the contacting person, the additional data selected from the group consisting of;

web analytics data, reverse lookup data, credit check data, web site data, web site rank information, do-not-call registry data, and background check information;

said data server being further configured to access a set of contact plans containing contact plan information not specific to a particular contacting person, the contact plan information being capable of association to more than one person making contact through a web form, the contact plan information including a preferred contact time and a preferred contact method;

said data server further configured to automatically select a preferred contact plan for the contacting person from the set of accessed contact plans, that selection of a contact plan based on data selected from the group consisting of;

the contact data associated received from the contacting person via the web form, retrieved additional data associated with the contacting person, contact attempt records, and contact outcome information;

the data server further configured to associate the contacting person with the selected preferred contact plan by which the contacting person may be identified by the contact plan information of the selected preferred contact plan; and

a contact server configured to select a contacting person in accordance with a preferred contact plan to which the selected contacting person is associated and deliver information on the selected contacting person to an agent, said contacting server being further configured to perform that delivery of information of a selected contacting person upon the occurrence of an event specified in a contact time included in the contact plan information of the preferred contact plan associated to that contacting person for which information is being delivered.