TRUST-BASED PERSONALIZED OFFER PORTAL

• US 20110112901A1
• Filed: 05/03/2010
• Published: 05/12/2011
• Est. Priority Date: 05/08/2009
• Status: Abandoned Application

• Current Assignee: Five9, Inc.
• Original Assignee: Five9, Inc.
• Inventors: Fried, Lance, Ketz, Joseph
• Application Number:
  US12/772,894
• Publication Number:
  US 20110112901A1
• Time in Patent Office: Days
• US Class Current: 705/14.49
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0251 Targeted advertisements

Abstract

A portal system for secure, aggregated and centralized management of delivering various offers in accordance with specified customer preferences is contemplated. An offer configuration server permits the vendor to specify offers based on various factors such as volume, start time, expiration, and to specify the particular customer device to which the offers are delivered. Customers have associated receive settings that define the preferred frequency, nature of the offers, vendors, and demographic exposure. The offers are delivered to the customer in accordance with these settings.

Claims

1. A portal system for managing communications between a vendor and a plurality of customers comprising:

a network gateway connectible to a customer device over a telecommunications link;

an offer configuration server connected to the network gateway and processing one or more executable offer scripts for the vendor, the offer scripts generating an offer communication targeted to one or more of the customers according to receive settings defined each of the one or more of the customers and delivery settings defined by the vendor; and

an offer database associated with the offer configuration server, the offer scripts being stored on the offer database;

wherein the offer scripts includes a verbal offer component and a visual offer component.

2. The system of claim 1, wherein the offer communications are transmitted to the user device in real-time.

3. The system of claim 1, wherein the offer communications are transmitted to the user device in non real-time.

4. The system of claim 1, wherein the offer is selected from a group consisting of advertisements, offers for sale, reverse auctions, and coupon redemptions.

5. The system of claim 1, wherein the delivery settings include time-varying parameters affecting the rate of transmitting of the offer communications.

6. The system of claim 1, wherein the delivery settings include volume parameters affecting the number of transmitting of the offer communications.

7. The system of claim 1, wherein the delivery settings include demographics parameters defining the specific customers to which the offer communications are transmitted.

8. The system of claim 1, wherein one or more identical receive settings of a plurality of customers defines an offer slot.

9. The system of claim 8, wherein a price is assigned to the offer slot, an offer communication to the customers in the offer slot being transmittable upon payment of the price.

10. The system of claim 1, further comprising:

a profile associated with each of the one or more of the customers, the profiles being defined by one or more personas each including the receive settings;

wherein the receive settings is selected from a group consisting of product preferences, vendor preferences, offer frequency preferences, and offer volume preferences.

11. The system of claim 1, wherein the verbal offer component is based off an interactive voice response system.

12. The system of claim 1, further comprising:

a native system delivery module in communication with the offer configuration server, the visual offer component being translated thereby to a form specific to the customer device.

13. The system of claim 12, wherein the visual offer component includes data deliverable to an electronic mail account.

14. The system of claim 12, wherein the visual offer component includes data deliverable to a web browser.

15. The system of claim 10, further comprising:

a security module connected to the network gateway and the reverse automation subsystem, access to the offer scripts being restricted thereby prior to authentication by the customer.

16. The system of claim 15, wherein the authentication includes transmitting a biometric identifier from the user device to the security module.

17. The system of claim 1, further comprising:

a media server connected to the offer configuration server, the media server including one or more multimedia content transferrable to the customer device for playback thereon as part of the offer communications.

18. The system of claim 17, wherein the multimedia content is selected from a group consisting of:

text, images, sound, and video.

19. The system of claim 1, wherein one of the telecommunications links is selected from a group consisting of:

a public switched telephone network (PTSN), and an Internet Protocol (IP) network.

20. The system of claim 1, wherein the customer device is selected from a group consisting of:

a web browser, a smart phone, a telephone, a Voice over IP-based telephone, and a set-top television box.