System and method for profiling customers for targeted marketing
First Claim
1. A method of compiling customer data using an online interaction between a customer and a survey system, comprising:
- providing the customer with customer questions;
receiving responses to the customer questions from the customer;
storing data associated with the responses in the survey system;
providing the customer with a feedback page, graphically illustrating data associated with the customer'"'"'s standing in a selected peer group;
providing the customer with options operable to adjust the customer'"'"'s actual demographic to a hypothetical demographic;
receiving and processing data associated with hypothetical demographic changes from the customer; and
displaying hypothetical feedback information, graphically illustrating the hypothetical standing of the customer within the selected peer group such that the customer can see the effect of the hypothetical demographic changes.
1 Assignment
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Accused Products
Abstract
A targeted marketing system and method are provided that provide a customer with customer questions, receive responses to the customer questions from the customer, and store data associated with the responses. The customer is provided with a feedback page that graphically illustrates data associated with the customer'"'"'s standing in a selected peer group. The customer is provided with options operable to adjust the customer'"'"'s actual demographic to a hypothetical demographic, and data associated with hypothetical demographic changes from the customer is received and processed. Hypothetical feedback information is then displayed that graphically illustrates the hypothetical standing of the customer within the selected peer group such that the customer can see the effect of the hypothetical demographic changes.
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Citations
28 Claims
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1. A method of compiling customer data using an online interaction between a customer and a survey system, comprising:
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providing the customer with customer questions;
receiving responses to the customer questions from the customer;
storing data associated with the responses in the survey system;
providing the customer with a feedback page, graphically illustrating data associated with the customer'"'"'s standing in a selected peer group;
providing the customer with options operable to adjust the customer'"'"'s actual demographic to a hypothetical demographic;
receiving and processing data associated with hypothetical demographic changes from the customer; and
displaying hypothetical feedback information, graphically illustrating the hypothetical standing of the customer within the selected peer group such that the customer can see the effect of the hypothetical demographic changes. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 11, 12, 13, 14, 26)
receiving goal input data from the customer, the goal input data related to a goal associated with the goal planners; and
storing the goal input data for the customer.
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10. A method of compiling customer data using an online interaction between a customer and a survey system, comprising:
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providing the customer with customer questions;
receiving responses to the customer questions from the customer;
storing data associated with the responses in the survey system;
providing the customer with a feedback page, graphically illustrating data associated with the customer'"'"'s standing in a selected peer group;
providing the customer with options operable to adjust the customer'"'"'s actual demographic to a hypothetical demographic;
receiving and processing data associated with hypothetical demographic, changes from the customer;
displaying hypothetical feedback information, graphically illustrating the hypothetical standing of the customer within the selected peer group such that the customer can see the effect of the hypothetical demographic changes;
receiving a business identification number and a customer identification number;
matching the business identification number with data in at least one table;
matching the customer identification number with data in at least one table; and
generating data sets for display based on the data in the at least one table.
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15. A customer survey system, comprising:
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a business interface operable to interact with a data processing system associated with a business;
a customer interface operable to interact with a data processing system associated with a customer; and
a survey system operable to supply the customer data processing system with customer questions, receive and store responses, provide a feedback page, provide what-if options, receive hypothetical demographic changes, and display hypothetical feedback information. - View Dependent Claims (16, 17, 18, 19, 21, 22, 27, 28)
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20. A customer survey system, comprising:
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a business interface operable to interact with a data processing system associated with a business;
a customer interface operable to interact with a data processing system associated with a customer;
a survey system operable to supply the customer data processing system with customer questions, receive and store responses, provide a feedback page, provide what-if options, receive hypothetical demographic changes, display hypothetical feedback information, receive a business identification number and a customer identification number, match the business identification number with data in at least one table, match the customer identification number with data in at least one table, and generate data sets for display based on the data in the at least one table.
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23. A customer survey system, comprising:
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a business interface operable to interact with a data processing system associated with a business;
a customer interface operable to interact with a data processing system associated with a customer; and
a survey system operable to supply the business data processing system with targeted marketing reports, the targeted marketing reports dynamically generated based on a set of decision rules, the set of decision rules dynamically generated based on data received from the customers. - View Dependent Claims (24, 25)
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Specification