Offer delivery system
First Claim
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1. A computer-controlled method for managing and distributing sets of offer data comprising:
- preparing sets of offer data characterizing a plurality of offers, each set of offer data associated with a corresponding targeted individual and one of a plurality of channels for presenting corresponding, associated sets of offer data to targeted individuals;
selecting by a computer one or more offers from the sets of offer data to present to the individuals associated with those sets of offer data, the selection based on a rule-based engine executed by the computer the rule-based engine executing offer data processing rules, the offer data processing rules comprising a set of time based rules including a direct rule that immediately instantiates offers based on an offer campaign, a triggered rule that instantiates offers based on the occurrence of particular conditions, and a staged rule that instantiates offers based on user interaction with previous offers;
selecting one of these time based rules to determine which offers from the sets of offer data can be sent to the individuals;
executing the selected time based rules to determine the selected offers; and
presenting the selected offers to the associated individuals over the associated ones of the plurality of channels.
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Abstract
An offer delivery system provides a mechanism for coordinating presentation of offers to customers that may originate from multiple different sources and that may be delivered to the customers over different channels. The systems makes use of rules to prioritize, select, and time the delivery of offers to any particular customer, allocate limited resources in the channels to deliver offers to a set of customers, and provide mechanisms for users or their agents to limit the delivery of offers, for example, by their frequency or type.
49 Citations
20 Claims
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1. A computer-controlled method for managing and distributing sets of offer data comprising:
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preparing sets of offer data characterizing a plurality of offers, each set of offer data associated with a corresponding targeted individual and one of a plurality of channels for presenting corresponding, associated sets of offer data to targeted individuals; selecting by a computer one or more offers from the sets of offer data to present to the individuals associated with those sets of offer data, the selection based on a rule-based engine executed by the computer the rule-based engine executing offer data processing rules, the offer data processing rules comprising a set of time based rules including a direct rule that immediately instantiates offers based on an offer campaign, a triggered rule that instantiates offers based on the occurrence of particular conditions, and a staged rule that instantiates offers based on user interaction with previous offers; selecting one of these time based rules to determine which offers from the sets of offer data can be sent to the individuals; executing the selected time based rules to determine the selected offers; and presenting the selected offers to the associated individuals over the associated ones of the plurality of channels. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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13. A computer-controlled method for managing and distributing sets of offer data comprising:
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preparing sets of offer data characterizing a plurality of offers, each set of offer data associated with a corresponding targeted individual and one of a plurality of channels for presenting sets of offer data to targeted individuals; selecting by one or more computers, one or more offers from the sets of offer data to present to the individuals associated with those sets of offer data, including; prioritizing sets of offer data for particular individuals, and selecting offers according to the priorities, allocating capacity of the plurality of channels to the selected offers according to a capacity associated with each of the channels, accepting information from individuals and limiting presentation of the offers according to said accepted information, executing by a computer system a rule-based engine that executes offer data processing rules, the rules comprising a set of time based rules including a direct rule that immediately instantiates offers based on an offer campaign, a triggered rule that instantiates offers based on the occurrence of particular conditions, and a staged rule that instantiates offers based on user interaction with previous offers; selecting one of these time based rules to determine which offers can be sent to each of the individuals; and presenting the selected offers to the associated individuals over the associated ones of the plurality of channels. - View Dependent Claims (14)
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15. A computerized offer management system, the computerized system comprising:
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an offer design component for preparing sets of offer data characterizing a plurality of offers, each set of offer data associated with a corresponding target group of individuals; and a delivery component for selecting and presenting one or more offers from the sets of offer data, to the individuals in the corresponding target groups, with the selection based on a rule-based engine that executes offer data processing rules, the rules comprising execution of at least one time based rule that is selected from a set of time based rules that includes a direct rule that immediately instantiates offers based on an offer campaign, a triggered rule that instantiates offers based on the occurrence of particular conditions, and a staged rule that instantiates offers based on user interaction with previous offers, the delivery component limiting presentation of offers to individuals in the corresponding targets groups. - View Dependent Claims (16, 20)
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17. An offer management system comprising:
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a processor; memory; a computer storage medium comprising a computer program product comprising instructions for causing the processor to; prepare sets of offer data characterizing a plurality of offers, each set of offer data associated with a corresponding targeted individual and one of a plurality of channels for presenting sets of offer data to targeted individuals; determine a selection of one or more offers from the sets of offer data for presenting to the individuals associated with those sets of offer data, execute by the processor offer data processing rules, at least one of the rules comprising a time based rule, with the time based rule selected from a set of time based rules including a direct rule that immediately instantiates offers based on an offer campaign, a triggered rule that instantiates offers based on the occurrence of particular conditions, and a staged rule that instantiates offers based on user interaction with previous offers; selecting of one of the time based rules to determine which offers can be sent to each of those individuals; and cause the selected offers to be presented to the associated individuals over the associated ones of the plurality of channels. - View Dependent Claims (18)
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19. A computer program product tangibly stored on computer-readable storage media comprising instructions for causing a computer system to:
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prepare sets of offer data characterizing a plurality of offers, each set of offer data associated with a corresponding targeted individual and one of a plurality of channels for presenting sets of offer data to targeted individuals; receive by one or more computer systems a selection of one or more offers from the sets of offer data to present to the individuals associated with those sets of offer data, the selection based on a rule-based engine executed by the computer system that executes offer data processing rules, the rules comprising a set of time based rules including a direct rule that immediately instantiates offers based on an offer campaign, a triggered rule that instantiates offers based on the occurrence of particular conditions, and a staged rule that instantiates offers based on user interaction with previous offers; receive by one or more computer systems a selection of one of these time based rules to determine which sets of offer data can be sent to each of those individuals; and cause the selected offers to be presented to the associated individuals over the associated ones of the plurality of channels.
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Specification