Method and apparatus for variable help content and abandonment intervention based on user behavior

• US 8,024,660 B1
• Filed: 01/31/2007
• Issued: 09/20/2011
• Est. Priority Date: 01/31/2007
• Status: Active Grant

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Mori, Kenichi, Creed, Anthony L., Quinn, Christopher N.
• Primary Examiner(s): Pesin; Boris
• Assistant Examiner(s): Parker; Brandon
• Application Number:
  US11/669,525
• Time in Patent Office: 1,693 Days
• Field of Search: 715/707
• US Class Current: 715/745
• CPC Class Codes: G06F 11/3438 monitoring of user actions tracking the activity of the user H04L67/535
• CPC Class Codes: G06F 11/3447 Performance evaluation by modeling
• CPC Class Codes: G06F 11/3471 Address tracing
• CPC Class Codes: G06F 2201/81 Threshold
• CPC Class Codes: G06F 2201/86 Event-based monitoring
• CPC Class Codes: G06F 9/453 Help systems

Abstract

Method and apparatus for variable help content and abandonment intervention based on customer behavior in computer applications. A pattern detection and intervention mechanism may be provided that may collect usage and possibly other data for the application for a plurality of users of the application and analyze the usage data to determine usage patterns. The collected data and determined usage patterns may then be used by the pattern detection and intervention mechanism to look for and detect deviations from expected behavior and/or patterns of abnormal behavior. Embodiments may provide one or more methods of intervention to provide context-specific help or otherwise assist users for which deviations from expected behavior and/or abnormal patterns of behavior are detected. The detection that users are having difficulty with the application and proactive intervention when such difficulties are detected may help to prevent the users from abandoning the application.

Claims

1. A computer-implemented method, comprising:

collecting usage data from interactions between a plurality of users of a computer application and a graphical electronic tax form presented on a user interface of the computer application;

determining a plurality of determined usage patterns for interactions with the user interface of the computer application from the collected usage data,

wherein the plurality of determined usage patterns comprises a normal usage pattern and an abnormal usage pattern,

wherein the normal usage pattern corresponds to a first subset of usage data collected from a first subset of the plurality of users that completed the graphical electronic tax form with minimal difficulty, and

wherein the abnormal usage pattern corresponds to a second subset of usage data collected from a second subset of the plurality of users that had difficulty completing the graphical electronic tax form;

presenting the graphical electronic tax form to a particular user of the computer application, wherein the graphical electronic tax form prompts the particular user to input data related to a tax filing for submission to a taxing authority;

detecting a usage pattern of interactions between the particular user and the computer application;

comparing the usage pattern to at least one of the plurality of determined usage patterns;

determining, based on comparing the usage pattern, that the particular user is having difficulty related to the inputting data into the presented graphical form; and

initiating an intervention to offer assistance to the particular user with the inputting data into the presented graphical form in response to determining that the particular user of the computer application is having difficulty.

2. The computer-implemented method as recited in claim 1, wherein detecting the usage pattern of interactions between the particular user and the computer application comprises:

collecting new usage data from the interactions of the particular user of the computer application with the user interface to the computer application.

3. The computer-implemented method as recited in claim 1, wherein determining the plurality of determined usage patterns is performed in accordance with one or more statistical data analysis techniques.

4. The computer-implemented method as recited in claim 1, wherein said intervention comprises displaying help information related to the computer application.

5. The computer-implemented method as recited in claim 1, wherein said intervention comprises displaying contact information for a support system of the computer application.

6. The computer-implemented method as recited in claim 5, wherein said contact information comprises one or more of a telephone number to the support system and a web address to a web site of the support system.

7. The computer-implemented method as recited in claim 1, wherein said intervention comprises a support system of the computer application contacting the particular user.

8. The computer-implemented method as recited in claim 7, wherein contacting the particular user comprises one or more of telephoning the particular user, instant messaging the particular user, text messaging the particular user, and sending an electronic mail message to the particular user.

9. The computer-implemented method as recited in claim 1, wherein determining, based on comparing the usage pattern to at least one of the plurality of determined usage patterns, that the particular user is having difficulty further indicates that the particular user is having difficulty in completing a particular task via the user interface to the computer application, wherein said intervention comprises offering assistance related to the particular task of the computer application.

10. The computer-implemented method as recited in claim 1, wherein the computer application is a tax preparation program.

11. The computer-implemented method as recited in claim 10, wherein determining, based on comparing the usage pattern to at least one of the plurality of determined usage patterns, that the particular user is having difficulty further indicates that the particular user is having difficulty in completing a particular electronic tax form via the user interface to the tax preparation program.

12. The computer-implemented method as recited in claim 11, wherein said intervention comprises providing help information related to at least one aspect of the particular electronic tax form.

13. The computer-implemented method as recited in claim 11, wherein said intervention comprises providing an alternative user interface to at least a portion of the particular electronic tax form.

14. The computer-implemented method as recited in claim 11, wherein said intervention comprises providing an option to automatically complete at least a portion of the particular electronic tax form.

15. The computer-implemented method as recited in claim 1,

wherein the normal usage pattern indicates expected interactions with the computer application, and

wherein detecting the usage pattern of interactions between the particular user and the computer application comprises detecting that the interactions of the particular user deviate from the normal usage pattern of the plurality of determined usage patterns.

16. The computer-implemented method as recited in claim 1,

wherein the abnormal usage pattern indicates unexpected interactions with the computer application, and

wherein detecting the usage pattern of interactions between the particular user and the computer application comprises detecting that the interactions of the particular user match the abnormal usage pattern of the plurality of determined usage patterns.

17. A system, comprising:

one or more processors;

a display device; and

a memory coupled to the one or more processors and the display device, wherein the memory comprises program instructions executable by the one or more processors to implement a computer application and a pattern detection and intervention mechanism,

wherein the computer application comprises a graphical form presented on a user interface that prompts a particular user of the computer application to input data related to a tax filing for submission to a taxing authority, and

wherein the pattern detection and intervention mechanism is configured to;

collect usage data from the interaction of the particular user of the computer application with the user interface;

compare the collected usage data from the interaction of the particular user with at least one of a plurality of determined usage patterns collected from interactions of a plurality of users of the computer application with the user interface,

wherein the plurality of determined usage patterns comprises a normal usage pattern and an abnormal usage pattern,

wherein the normal usage pattern corresponds to a first subset of usage data collected from a first subset of the plurality of users that completed the graphical electronic tax form with minimal difficulty, and

wherein the abnormal usage pattern corresponds to a second subset of usage data collected from a second subset of the plurality of users that had difficulty completing the graphical electronic tax form;

determine, based on comparing the collected usage data with at least one of a plurality of determined usage patterns, that the particular user is having difficulty inputting data into the presented graphical form; and

initiate an intervention to offer assistance to the particular user with the inputting data into the presented graphical form in response to a determinion that the particular user of the computer application is having difficulty.

18. The system as recited in claim 17, wherein said intervention comprises displaying help information related to the computer application on the display device.

19. The system as recited in claim 17,

wherein said intervention comprises displaying contact information for a support system of the computer application on the display device,

wherein said contact information comprises one or more of a telephone number to the support system and a web address to a web site of the support system.

20. The system as recited in claim 17,

wherein said intervention comprises a support system of the computer application contacting the particular user,

wherein contacting the particular user comprises one or more of telephoning the particular user, instant messaging the particular user, text messaging the particular user, and sending an electronic mail message to the particular user.

21. The system as recited in claim 17, wherein the computer application is a tax preparation program.

22. The system as recited in claim 21, wherein determining, based on comparing the collected usage data with at least one of the plurality of determined usage patterns, that the particular user is having difficulty further indicates that the particular user is having difficulty in completing a particular electronic tax form displayed on the display device via the user interface to the tax preparation program.

23. The system as recited in claim 22, wherein said intervention comprises displaying help information related to at least one aspect of the particular electronic tax form on the display device.

24. The system as recited in claim 22, wherein said intervention comprises displaying an alternative user interface to at least a portion of the particular electronic tax form on the display device.

25. The system as recited in claim 22, wherein said intervention comprises displaying an option to automatically complete at least a portion of the particular electronic tax form on the display device.

26. The system as recited in claim 17,

wherein the normal usage pattern indicates expected interactions with the computer application, and

wherein, to detect that the particular user of the computer application is having difficulty inputting data into the presented graphical form, the pattern detection and intervention mechanism is further configured to detect that the interaction of the particular user with the user interface of the computer application deviates from the normal usage pattern of the plurality of determined usage patterns.

27. The system as recited in claim 17,

wherein the abnormal usage pattern indicates unexpected interactions with the computer application, and

wherein, to detect that the particular user of the computer application is having difficulty inputting data into the presented graphical form, the pattern detection and intervention mechanism is further configured to detect that the interaction of the particular user with the user interface of the computer application matches the abnormal usage pattern of the plurality of determined usage patterns.

28. A system, comprising:

a network;

a plurality of client devices configured to couple to the network, wherein each client device comprises an instance of a particular computer application comprising a graphical electronic tax form presented on a user interface; and

a server device configured to couple to the network, wherein the server device is configured to;

collect usage data from interactions of a plurality of users with the instances of the computer application on the client devices;

determine a plurality of determined usage patterns for interactions with the computer application from the collected usage data,

wherein the plurality of determined usage patterns comprises a normal usage pattern and an abnormal usage pattern,

wherein the normal usage pattern corresponds to a first subset of usage data collected from a first subset of the plurality of users that completed the graphical electronic tax form with minimal difficulty, and

wherein the abnormal usage pattern corresponds to a second subset of usage data collected from a second subset of the plurality of users that had difficulty completing the graphical electronic tax form;

send the graphical electronic tax form to a particular user of a particular instance of the computer application, wherein the graphical electronic tax form prompts the particular user to input data related to a tax filing for submission to a taxing authority;

detect a usage pattern of interactions between the particular user and the particular instance of the computer application

compare the usage pattern of interactions to at least one of the plurality of determined usage patterns;

determine, based on comparing the usage pattern of interactions to at least one of the plurality of determined usage patterns, that the particular user is having difficulty related to the inputting data into the presented graphical form; and

initiate an intervention to offer assistance to the particular user with the inputting data into the presented graphical form in response to said a determination that the particular user is having difficulty.

29. The system as recited in claim 28, wherein said intervention comprises displaying help information related to the computer application on the particular one of the plurality of client devices.

30. The system as recited in claim 28, wherein said intervention comprises displaying contact information for a support system of the computer application on the particular one of the plurality of client devices, wherein said contact information comprises one or more of a telephone number to the support system and a web address to a web site of the support system.

31. The system as recited in claim 28, wherein said intervention comprises a support system of the computer application contacting the particular user, wherein said contacting the particular user comprises one or more of telephoning the particular user, instant messaging the particular user, text messaging the particular user, and sending an electronic mail message to the particular user.

32. The system as recited in claim 28, wherein the computer application is a tax preparation program.

33. The system as recited in claim 28,

wherein the normal usage pattern indicates expected interactions with the computer application, and

wherein, to detect that the particular user is having difficulty inputting data into the presented graphical form, the server device is further configured to detect that the interactions of the particular user with the particular instance of the computer application deviate from the normal usage pattern of the plurality of determined usage patterns.

34. The system as recited in claim 28,

wherein the abnormal usage pattern indicates unexpected interactions with the computer application, and

wherein, to detect that the particular user of the computer application is having difficulty inputting data into the presented graphical form, the server device is further configured to detect that the interactions of the particular user with the particular instance of the computer application matches the abnormal usage pattern of the plurality of determined usage patterns.

35. A system, comprising:

a network;

a plurality of client devices configured to couple to the network, wherein each client device comprises an instance of a particular computer application comprising a graphical electronic tax form presented on a user interface; and

a server device configured to couple to the network, wherein the server device is configured to;

collect usage data from interactions of a plurality of users with the instances of the computer application on the client devices; and

determine a plurality of determined usage patterns for interactions with the computer application from the collected usage data,

wherein the plurality of determined usage patterns comprises a normal usage pattern and an abnormal usage pattern,

wherein the normal usage pattern corresponds to a first subset of usage data collected from a first subset of the plurality of users that completed the graphical electronic tax form with minimal difficulty, and

wherein the abnormal usage pattern corresponds to a second subset of usage data collected from a second subset of the plurality of users that had difficulty completing the graphical electronic tax form,

wherein each of the plurality of client devices is configured to;

present the graphical electronic tax form to a particular user of a particular instance of the computer application, wherein the graphical electronic tax form prompts the particular user to input data related to a tax filing for submission to a taxing authority;

detect a usage pattern of interactions between the particular user and the particular instance of the computer application,

compare the usage pattern of interactions to at least one of the plurality of determined usage patterns;

determine, based on comparing the usage pattern of interactions to at least one of the plurality of determined usage patterns, that the particular user is having difficulty related to the inputting data into the presented graphical form; and

initiate an intervention to offer assistance to the particular user with the inputting data into the presented graphical form in response to said determining that the particular user is having difficulty.

36. The system as recited in claim 35, wherein said intervention comprises displaying help information related to the computer application on the particular one of the plurality of client devices.

37. The system as recited in claim 35, wherein said intervention comprises displaying contact information for a support system of the computer application on the particular one of the plurality of client devices, wherein said contact information comprises one or more of a telephone number to the support system and a web address to a web site of the support system.

38. The system as recited in claim 35, wherein said intervention comprises a support system of the computer application contacting the particular user, wherein said contacting the particular user comprises one or more of telephoning the particular user, instant messaging the particular user, text messaging the particular user, and sending an electronic mail message to the particular user.

39. The system as recited in claim 35, wherein the computer application is a tax preparation program.

40. The system as recited in claim 35,

wherein the normal usage pattern indicates expected interactions with the computer application, and

wherein, to detect that the particular user is having difficulty inputting data into the presented graphical form, the plurality of client devices are further configured to detect that the interactions of the particular user with the particular instance of the computer application deviates from the normal usage pattern of the plurality of determined usage patterns.

41. The system as recited in claim 35,

wherein the abnormal usage pattern indicates unexpected interactions with the computer application, and

wherein, to detect that the particular user of the computer application is having difficulty inputting data into the presented graphical form the plurality of client devices are further configured to detect that the interactions of the particular user with the particular instance of the computer application matches the abnormal usage pattern of the plurality of determined usage patterns.

42. A computer readable storage medium, comprising program instructions, wherein the program instructions are computer-executable to implement:

collecting usage data from interactions between a plurality of users of a computer application and a graphical electronic tax form presented on a user interface of the computer application;

determining a plurality of determined usage patterns for interactions with the user interface of the computer application from the collected usage data,

wherein the plurality of determined usage patterns comprises a normal usage pattern and an abnormal usage pattern,

wherein the normal usage pattern corresponds to a first subset of usage data collected from a first subset of the plurality of users that completed the graphical electronic tax form with minimal difficulty, and

wherein the abnormal usage pattern corresponds to a second subset of usage data collected from a second subset of the plurality of users that had difficulty completing the graphical electronic tax form;

presenting the graphical electronic tax form to a particular user of the computer application, wherein the graphical electronic tax form prompts the particular user to input data related to a tax filing for submission to a taxing authority;

detecting a usage pattern of interactions between the particular user and the computer application;

comparing the usage pattern to at least one of the plurality of determined usage patterns;

determining, based on comparing the usage pattern to at least one of the plurality of determined usage patterns, that the particular user is having difficulty related to the inputting data into the presented graphical form; and

initiating an intervention to offer assistance to the particular user with the inputting data into the presented graphical form in response to determining that the particular user of the computer application is having difficulty.

43. The computer readable storage medium as recited in claim 42, wherein, in detecting the usage pattern of interactions between the particular user and the computer application, the program instructions are computer-executable to implement:

collecting new usage data from the interaction of the particular user of the computer application with the user interface to the computer application.

44. The computer readable storage medium as recited in claim 42, wherein, in determining the plurality of determined usage patterns is performed in accordance with one or more statistical data analysis techniques.

45. The computer readable storage medium as recited in claim 42, wherein said intervention comprises displaying help information related to the computer application.

46. The computer readable storage medium as recited in claim 42,

wherein said intervention comprises displaying contact information for a support system of the computer application,

wherein said contact information comprises one or more of a telephone number to the support system and a web address to a web site of the support system.

47. The computer readable storage medium as recited in claim 42,

wherein said intervention comprises a support system of the computer application contacting the particular user,

wherein contacting the particular user comprises one or more of telephoning the particular user, instant messaging the particular user, text messaging the particular user, and sending an electronic mail message to the particular user.

48. The computer readable storage medium as recited in claim 42, wherein the computer application is a tax preparation program.

49. The computer readable storage medium as recited in claim 42,

wherein the normal usage pattern indicates expected interactions with the computer application, and

wherein, in detecting the usage pattern of interactions between the particular user with the user and the application comprises detecting that the interactions of the particular user deviate from the normal usage pattern of the plurality of determined usage patterns.

50. The computer readable storage medium as recited in claim 42,

wherein the abnormal usage pattern indicates unexpected interactions with the computer application, and

wherein, in detecting the usage pattern of interactions between the particular and the computer application comprises detecting that the interactions of the particular user match the abnormal usage pattern of the plurality of determined usage patterns.