Integrating offsite activities with online data records

• US 9,762,529 B1
• Filed: 11/08/2016
• Issued: 09/12/2017
• Est. Priority Date: 10/25/2013
• Status: Active Grant

• Current Assignee: Outleads, Inc.
• Original Assignee: Dorin Rosenshine
• Inventors: Rosenshine, Dorin
• Primary Examiner(s): Smith, Creighton
• Application Number:
  US15/346,519
• Time in Patent Office: 308 Days
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 10/107 Computer-aided management of electronic mailing [e-mailing]
• CPC Class Codes: G06Q 30/0246 Traffic
• CPC Class Codes: G06Q 30/0255 based on user history
• CPC Class Codes: G06Q 30/0277 Online advertisement
• CPC Class Codes: H04L 51/52 for supporting social networking services
• CPC Class Codes: H04L 67/1044 Group management mechanisms management of multicast group membership H04L12/185; reconfiguring of node membership in a computing system to eliminate errors G06F11/1425
• CPC Class Codes: H04L 67/306 User profiles
• CPC Class Codes: H04L 67/535 Tracking the activity of the user network monitoring arrangements H04L43/00; recording of computer activity G06F11/34
• CPC Class Codes: H04M 2203/10 related to the purpose or context of the telephonic communication
• CPC Class Codes: H04M 2203/551 Call history recording a computer conference H04L12/1831
• CPC Class Codes: H04M 3/42042 Notifying the called party of information on the calling party details within substation equipment H04M1/57, signalling details H04Q3/72
• CPC Class Codes: H04M 3/42382 Text-based messaging services in telephone networks such as PSTN/ISDN, e.g. User-to-User Signalling or Short Message Service for fixed networks

Abstract

Various systems and associated methods for tracking activities related to an event, such as audio communications, chats, text messages, completion of forms, and other user interactions. The process generates at least one identifier, distributes the identifier(s) to at least one system, and uses the identifier(s) to associate interactions with network-based content across different entities, whereby at least one interaction can be anonymous. The method involves receiving a request sent to a database stored on a computer readable medium in response to online activity and any collected or known user information, creating a record thereof in response to the request, generating an identifier associated therewith, generating a code corresponding thereto, and using the identifier to associate activities related to an event and user information. The association happens through remote communication with a system that interacts with the event.

Claims

1. A method for integrating offline activity records, off site activity records, and online data records, the method comprising steps of:

establishing a group of computers including a first computer system, a second computer system, a third computer system, and a fourth computer system, wherein each computer within the group of computers is capable of exchanging data with at least one other computer within the group of computers;

generating a base level identifier to identify at least one of a user, a visitor, and an event, wherein the at least one of the user and the visitor is associated with the event, wherein the step of generating the base level identifier is accomplished by the first computer system;

processing an event on the second computer system, wherein the second computer system is in communication with the first computer system;

establishing an event reference using the second computer system, wherein the event reference is associated with the event;

appending the base level identifier to the event reference in the second computer system;

receiving data entered in association with the event using the second computer system to complete the event;

creating a record comprising the entered data and the base level identifier associated with the completed event in the third computer system;

appending information to the record using the fourth computer system, wherein the information is collected from sources other than the second computing system; and

using the base level identifier to communicate the entered data associated with the completed event from the third computer system to the first computer system.

2. The method as recited in claim 1, wherein the event is one of the following:

(a) an audio call,

(b) a text message,

(c) a chat message,

(d) a form submission, or

(e) an action associated with a website session.

3. The method as recited in claim 1, wherein at least one of the plurality of computers is characterized by at least one of the following:

wherein the first computer system is characterized as a data management company,

wherein the second computer system is characterized as a user'"'"'s computing device,

wherein the third computer system is characterized as an inquiry management system,

wherein the fourth computer system is characterized as an agent computer system having an agent entering data thereto.

4. The method as recited in claim 1, wherein at least one of the plurality of computers is characterized by at least one of the following:

wherein the group of computers includes a plurality of first computer systems;

wherein the group of computers includes a plurality of third computer systems, the same event being communicated to at least two of the plurality of third computer systems;

wherein the group of computers includes a plurality of fourth computer systems, each of the plurality of fourth computer systems acquiring information by at least one of;

(a) different agents, wherein each agent of the different agents manually entering information into a respective fourth computer system of the plurality of fourth computer systems;

(b) automatically, wherein at least one of the fourth computer system of the fourth computer systems automatically acquires the information; and

(c) automatically, wherein at least one of the fourth computer system of the fourth computer systems automatically receives the information.

5. The method as recited in claim 1, wherein at least one of the plurality of computers is characterized by at least one of the following:

wherein the first computer system is selected from a group of first computers, the group comprising;

(a) an advertising platform,

(b) a data management platform,

(c) a publishing service,

(d) a content management system,

(e) a content optimization service, or

(f) a generic computer system that issues user level identifiers;

wherein the second computer system is characterized as a user'"'"'s computing device;

wherein the third computer system is selected from a group of third computers, the group comprising;

(g) a customer relationship management system,

(h) an email marketing system,

(i) a marketing automation system,

(j) a text messaging management system,

(k) a chat messaging management system, and

(l) a generic system used to track and record information about incoming inquiries and ensuing activity;

wherein the fourth computer system is selected from a group of fourth computers, the group comprising;

(m) a computer or mobile device having information entered manually by an agent,

(n) a computer or mobile device having information entered automatically, and

(o) a computer or mobile device receiving information automatically.

6. The method as recited in claim 1, further comprising steps of:

defining the record comprising the entered data and the base level identifier associated with the completed event in the third computer system as an original record;

creating a subsequent record based upon the original record;

associating the created subsequent record with the originally generated record; and

using the base level identifier to communicate the entered data associated with the subsequent record from the third computer system to the first computer system.

7. The method as recited in claim 1, wherein the first computer system comprises a plurality of first computer systems, the method further comprising steps of:

referencing the base level identifier as a first base level identifier;

generating at least one second base level identifier to identify a same one of the user or the visitor, wherein the step of generating the at least one second base level identifier is accomplished by any first computer system of the plurality of first computer systems; and

appending each of the at least one second base level identifier to the event.

8. The method as recited in claim 1, wherein the step of appending the base level identifier to the event reference is accomplished by appending the base level identifier as one of:

(a) a prefix of a data string generated from the event;

(b) an intermediary segment of a data string generated from the event;

or

(c) a suffix of a data string generated from the event.

9. A method for integrating offline activity records, off site activity records, and online data records, the method comprising steps of:

establishing a group of computers including a first computer system, a second computer system, a third computer system, a fourth computer system, and a fifth computer system, wherein each computer within the group of computers is capable of exchanging data with at least one other computer within the group of computers;

generating a base level identifier to identify at least one of a user, a visitor, and an event, wherein the at least one of the user and the visitor is associated with the event, wherein the step of generating the base level identifier is accomplished by the first computer system;

communicating the base level identifier from the first computer system to the fifth computer system;

generating a tracking identifier, wherein the tracking identifier is generated by the fifth computer system;

defining and managing an association between the tracking identifier and the base level identifier;

establishing an event reference using the second computer system, wherein the event reference is associated with the event;

appending the tracking identifier to the event reference in the second computer system;

receiving data entered in association with the event using the second computer system to complete the event;

creating a record comprising the entered data and the tracking identifier associated with the completed event in the third computer system;

appending information to the record using the fourth computer system, wherein the information is collected from sources other than the second computing system;

using the tracking identifier to retrieve the entered data associated with the completed event from the third computer system;

locating the base level identifier associated with the tracking identifier; and

using the base level identifier to communicate the retrieved data to the first computer system.

10. The method as recited in claim 9, wherein the event is one of the following:

(a) an audio call,

(b) a text message,

(c) a chat message,

(d) a form submission, or

(e) an action associated with a website session.

11. The method as recited in claim 9, wherein the step of generating the tracking identifier is initiated upon recognition of the event.

12. The method as recited in claim 9, further comprising steps of:

defining the record comprising the entered data and the respective tracking identifier associated with the completed event in the third computer system as an original record;

creating a subsequent record based upon the original record;

associating the created subsequent record with the originally generated record; and

using the base level identifier to communicate the entered data associated with the subsequent record from the third computer system to the first computer system.

13. The method as recited in claim 9, further comprising steps of:

defining the record comprising the entered data and the respective base level identifier associated with the completed event in the third computer system as an original record;

creating a subsequent record based upon the original record;

associating the created subsequent record with the originally generated record;

using the tracking identifier to retrieve the entered data associated with the subsequent record;

locating the base level identifier associated with the tracking identifier; and

using the base level identifier to communicate the retrieved data to the first computer system.

14. The method as recited in claim 9, wherein at least one of the plurality of computers is characterized by at least one of the following:

wherein the first computer system is characterized as a data management company,

wherein the second computer system is characterized as a user'"'"'s computing device,

wherein the third computer system is characterized as an inquiry management system,

wherein the fourth computer system is characterized as an agent computer system having an agent entering data thereto.

15. The method as recited in claim 9, wherein at least one of the plurality of computers is characterized by at least one of the following:

wherein the group of computers includes a plurality of first computer systems;

wherein the group of computers includes a plurality of third computer systems, the same event being communicated to at least two of the plurality of third computer systems;

wherein the group of computers includes a plurality of fourth computer systems, each of the plurality of fourth computer systems acquiring information by at least one of;

(a) different agents, wherein each agent of the different agents manually entering information into a respective fourth computer system of the plurality of fourth computer systems;

(b) automatically, wherein at least one of the fourth computer system of the fourth computer systems automatically acquires the information; and

(c) automatically, wherein at least one of the fourth computer system of the fourth computer systems automatically receives the information.

16. The method as recited in claim 9, wherein at least one of the plurality of computers is characterized by at least one of the following:

wherein the first computer system is selected from a group of first computers, the group comprising;

(a) an advertising platform,

(b) a data management platform,

(c) a publishing service,

(d) a content management system,

(e) a content optimization service, or

(f) a generic computer system that issues user-level identifiers;

wherein the second computer system is characterized as a user'"'"'s computing device;

wherein the third computer system is selected from a group of third computers, the group comprising;

(g) a customer relationship management system,

(h) an email marketing system,

(i) a marketing automation system,

(j) a text messaging management system,

(k) a chat messaging management system, and

(l) a generic system used to track and record information about incoming inquiries and ensuing activity;

wherein the fourth computer system is selected from a group of fourth computers, the group comprising;

(m) a computer or mobile device having information entered manually by an agent,

(n) a computer or mobile device having information entered automatically, and

(o) a computer or mobile device receiving information automatically.

17. The method as recited in claim 9, wherein the first computer system comprises a plurality of first computer systems, the method further comprising steps of:

referencing the base level identifier as a first base level identifier;

generating at least one second base level identifier to identify a same one of the user or the visitor, wherein the step of generating the at least one second base level identifier is accomplished by any first computer system of the plurality of first computer systems; and

associating each at least one second base level identifier with the tracking identifier.

18. The method as recited in claim 9, wherein the step of appending the tracking identifier to the event reference is accomplished by appending the tracking identifier as one of:

(a) a prefix of a data string generated from the event;

(b) an intermediary segment of a data string generated from the event;

or

(c) a suffix of a data string generated from the event.

19. A method for integrating offline activity records, off site activity records, and online data records, the method comprising steps of:

establishing a group of computers including a first computer system, a second computer system, a third computer system, a fourth computer system, and a fifth computer system, wherein each computer within the group of computers is capable of exchanging data with at least one other computer within the group of computers;

generating a base level identifier to identify one of a user, a visitor, or an event, wherein the step of generating the base level identifier is accomplished by the first computer system;

communicating the base level identifier from the first computer system to the fifth computer system;

generating a temporary, non-unique identifier, wherein the temporary, non-unique identifier is generated by the fifth computer system;

defining and managing an association between the temporary, non-unique identifier and the base level identifier;

establishing an event reference using the second computer system, wherein the event reference is associated with the event;

appending the temporary, non-unique identifier to the event reference in the second computer system;

receiving data entered in association with the event using the second computer system to complete the event;

creating a record comprising the entered data and the temporary identifier associated with the completed event in the third computer system;

appending information to the record using the fourth computer system, wherein the information is collected from sources other than the second computing system;

generating a permanent, unique identifier in the fifth computer system;

replacing the temporary identifier with the permanent, unique identifier in each record associated with the completed event;

using the permanent, unique identifier to retrieve the entered data associated with the completed event from the third computer system;

locating the base level identifier associated with the permanent, unique identifier; and

using the base level identifier to communicate the retrieved data to the first computer system.

20. The method as recited in claim 19, wherein the event is one of the following:

(a) an audio call,

(b) a text message,

(c) a chat message,

(d) a form submission, or

(e) an action associated with a website session.

21. The method as recited in claim 19, wherein the step of generating the temporary, non-unique identifier is initiated upon recognition of the event.

22. The method as recited in claim 19, further comprising steps of:

defining the record comprising the entered data and the permanent, unique identifier associated with the completed event in the third computer system as an original record;

creating a subsequent record based upon the original record;

associating the created subsequent record with the originally generated record; and

using the base level identifier to communicate the entered data associated with the subsequent record from the third computer system to the first computer system.

23. The method as recited in claim 19, further comprising steps of:

defining the record comprising the entered data and the permanent, unique identifier associated with the completed event in the third computer system as an original record;

creating a subsequent record based upon the original record;

associating the created subsequent record with the originally generated record;

using the permanent, unique identifier to retrieve the entered data associated with the subsequent record;

locating the base level identifier associated with the permanent, unique identifier; and

using the base level identifier to communicate the retrieved data to the first computer system.

24. The method as recited in claim 19, wherein at least one of the plurality of computers is characterized by at least one of the following:

wherein the first computer system is characterized as a data management company,

wherein the second computer system is characterized as a user'"'"'s computing device,

wherein the third computer system is characterized as an inquiry management system,

wherein the fourth computer system is characterized as an agent computer system having an agent entering data thereto.

25. The method as recited in claim 19, wherein at least one of the plurality of computers is characterized by at least one of the following:

wherein the group of computers includes a plurality of first computer systems;

wherein the group of computers includes a plurality of third computer systems, the same event being submitted to at least two of the plurality of third computer systems;

wherein the group of computers includes a plurality of fourth computer systems, each of the plurality of fourth computer systems acquiring information by at least one of;

(a) different agents, wherein each agent of the different agents manually entering information into a respective fourth computer system of the plurality of fourth computer systems;

(b) automatically, wherein at least one of the fourth computer system of the fourth computer systems automatically acquires the information; and

(c) automatically, wherein at least one of the fourth computer system of the fourth computer systems automatically receives the information.

26. The method as recited in claim 19, wherein at least one of the plurality of computers is characterized by at least one of the following:

wherein the first computer system is selected from a group of first computers, the group comprising;

(a) an advertising platform,

(b) a data management platform,

(c) a publishing service,

(d) a content management system,

(e) a content optimization service, or

(f) a generic computer system that issues base level identifiers;

wherein the second computer system is characterized as a user'"'"'s computing device;

wherein the third computer system is selected from a group of third computers, the group comprising;

(g) a customer relationship management system,

(h) an email marketing system,

(i) a marketing automation system,

(j) a text messaging management system,

(k) a chat messaging management system, and

(l) a generic system used to track and record information about incoming inquiries and ensuing activity;

wherein the fourth computer system is selected from a group of fourth computers, the group comprising;

(m) a computer or mobile device having information entered manually by an agent,

(n) a computer or mobile device having information entered automatically, and

(o) a computer or mobile device receiving information automatically.

27. The method as recited in claim 19, wherein the first computer system comprises a plurality of first computer systems, the method further comprising steps of:

referencing the base level identifier as a first base level identifier;

generating at least one second base level identifier to identify a same one of the user or the visitor, wherein the step of generating the at least one second base level identifier is accomplished by any first computer system of the plurality of first computer systems; and

associating each at least one second base level identifier with the temporary, non-unique identifier.

28. The method as recited in claim 19, wherein the step of appending the temporary, non-unique identifier to the event reference is accomplished by appending the temporary, non-unique identifier, as one of:

(a) a prefix of a data string generated from the event;

(b) an intermediary segment of a data string generated from the event;

or

(c) a suffix of a data string generated from the event.