Campaign specification system and method

• US 8,831,974 B1
• Filed: 05/14/2009
• Issued: 09/09/2014
• Est. Priority Date: 04/24/2009
• Status: Active Grant

• Current Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Original Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Inventors: Heiberger, Michael
• Primary Examiner(s): Lastra, Daniel
• Application Number:
  US12/466,071
• Time in Patent Office: 1,944 Days
• Field of Search: 705/14.1
• US Class Current: 705/14.1
• CPC Class Codes: G06Q 30/0204 Market segmentation
• CPC Class Codes: G06Q 30/0251 Targeted advertisements
• CPC Class Codes: G06Q 30/0276 Advertisement creation
• CPC Class Codes: G06Q 90/00 Systems or methods specially adapted for administrative, commercial, financial, managerial or supervisory purposes, not involving significant data processing

Abstract

The invention is directed to a method and system for automatic management of targeted marketing campaigns. The system may include user interface presentation components for allowing selection of marketing matrix data defining a target population and selection of suppressions for limiting the target population. The system may further include integration components implemented by a processor for integrating the marketing matrix with the suppressions and automatically generating record selection components for automatically selecting records from a database based on the marketing matrix data and suppressions and creating a selection table including the selected records. Additionally, the system may include a list generation engine for generating a campaign list based on the created selection table and transmission components for transmitting the generated campaign list to at least one list recipient.

Claims

1. A computer-implemented system for automatic management of targeted marketing campaigns, the system comprising:

a computer memory for storing at least marketing matrix data and suppression information;

an electronic display enabling operation of user interface presentation components for presenting information including the marketing matrix data and the suppression information to the user;

user input components for allowing selection of desired marketing matrix data defining a target population and selection of suppressions for limiting the target population by eliminating specified targets; and

computer processing components programmed to perform operations including,

integrating the selected marketing matrix with the selected suppressions and automatically generating record selection codes, the record selection codes processed by the computer processing components to automatically select records from a database based on the marketing matrix data and suppressions, through at least comparing the record selection codes with recipient entries in the database, the record selection codes identifying recipients using recipient identifiers;

automatically creating a selection table including the selected records by matching the recipient identifiers for the recipients;

generating a campaign list based on the created selection table; and

transmitting the generated campaign list to at least one list recipient.

2. The system of claim 1, further comprising marketing matrix components for storing selectable marketing matrix data and allowing manual entry of marketing matrix data.

3. The system of claim 1, wherein the selected suppressions include one of selectable suppressions selected by the user from stored options, mandatory suppressions mandated by existing regulations, and manually entered suppressions.

4. The system of claim 1, wherein the integration is activated by combining a created marketing matrix file with a created suppression file.

5. The system of claim 1, wherein the marketing matrix data includes at least a campaign date and a campaign type.

6. The system of claim 1, wherein the user interface presentation components comprise a timeline interface for providing a campaign timeline based on a selectable campaign level.

7. The system of claim 1, wherein the user interface presentation components comprise a special instructions user interface allowing manual entry of the suppressions.

8. The system of claim 1, further comprising tracking components implementing a stored contact history table to track recipients and responses.

9. The system of claim 1, further comprising verification components for running reports validating the selection process.

10. The system of claim 1, wherein the user interface presentation components comprise an extract list tab for displaying a list of selectable extracts.

11. The system of claim 10, wherein the user interface presentation components comprise an extract detail page for displaying details of a selected extract.

12. The system of claim 11, wherein the extract detail page comprises at least one selectable reports tab, a selectable cell list tab, a selectable suppressions tab, and a selectable special instructions tab.

13. The system of claim 12, further including a cell detail page activated through selection of cell on the cell list page.

14. The system of claim 11, wherein the special instructions tab enables viewing and editing of special instructions for the selected extract.

15. A computer-implemented method for management of targeted marketing campaigns, the method implementing a computing system including user input components, a processor, and a database, the method comprising:

providing user interface presentation components for allowing selection of marketing matrix data defining a target population and selection of suppressions for limiting the target population by eliminating specified targets, the selection accomplished through the user input components;

receiving entered marketing matrix and suppression data entered through the user input components;

integrating, using the processor, the selected marketing matrix with the selected suppressions and automatically generating record selection codes for the marketing matrix data and suppressions;

selecting records from the database by processing, using the processor, the automatically generated record selection codes through at least comparing the record selection codes with recipient entries in the database, the record selection codes identifying recipients using recipient identifiers;

creating a selection table including the selected records, using the processor, by matching the recipient identifiers for the recipients; and

generating a campaign list based on the created selection table.

16. The method of claim 15, further comprising providing marketing matrix components for storing selectable marketing matrix data and allowing manual entry of marketing matrix data.

17. The method of claim 15, further comprising providing suppressions components for storing selectable suppressions selectable by the user from stored options, mandatory suppressions mandated by existing regulations, and for allowing manual entry of suppressions.

18. The method of claim 15, further comprising activating the integration by combining a created marketing matrix file with a created suppression file.

19. The method of claim 15, wherein the marketing matrix data includes at least a campaign date and a campaign type.

20. The method of claim 15, further comprising providing user interface presentation components including a timeline interface for providing a campaign timeline based on a selectable campaign level.

21. The method of claim 15, wherein the user interface presentation components comprise a special instructions user interface allowing manual entry of the suppressions.

22. The method of claim 15, further comprising providing tracking components implementing a stored contact history table to track recipients and responses.

23. The method of claim 15, further comprising validating the selection process with verification components for running reports.

24. The method of claim 15, further comprising providing an extract list tab for displaying a list of selectable extracts.

25. The method of claim 24, further comprising providing an extract detail page for displaying details of a selected extract.

26. The method of claim 25, wherein the extract detail page comprises at least one selectable reports tab, a selectable cell list tab, a selectable suppressions tab, and a selectable special instructions tab.

27. The method of claim 26, further comprising providing a cell detail page activated through selection of cell on the cell list tab.

28. The method of claim 25, wherein the special instructions tab enables viewing and editing of special instructions for the selected extract.

29. The method of claim 15, further comprising transmitting the campaign list to at least one list recipient.

30. A computer-implemented system for automatic management of targeted marketing campaigns, the system comprising:

a computer memory for storing at least marketing matrix data and suppression information;

an electronic display enabling operation of user interface presentation components for presenting information including the marketing matrix data and the suppression information to the user;

user input components for allowing selection of desired marketing matrix data defining a target population and selection of suppressions for limiting the target population by eliminating specified targets; and

computer processing components programmed to perform operations including,

standardizing requirements for a marketing campaign, the standardizing including storing selectable marketing matrix data and allowing entry of additional marketing matrix data;

storing suppressions, the stored suppressions including selectable suppressions and mandatory suppressions, and for allowing entry of additional suppressions, and;

integrating the marketing matrix with the suppressions and automatically generating record selection codes, the record selection codes processed by the computer processing components to automatically select records from a database based on the marketing matrix data and suppression components, through at least comparing the record selection codes with recipient entries in the database, the record selection codes identifying recipients using recipient identifiers;

automatically creating a selection table including the selected records, by matching the recipient identifiers for the recipients;

processing records stored in the database to provide a campaign list, the processing comprising,

automatically selecting records from the database based on the marketing matrix data, suppression components and created selection table including the selected records,

validating the selection process, and

generating the campaign list based on the created selection table; and

facilitating fulfillment of the marketing campaign, the fulfillment comprising, transmitting the generated campaign list to at least one list recipient, and implementing a stored contact history table to track recipients and responses.