Business card management system and business card management program
The business card management system addresses the challenge of updating transmission destination information by using a processing server and operation terminals to ensure that email data is created with the latest business card information, enhancing efficiency and reducing workload.
Patent Information
- Application Number
- JP2023207188
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2023-12-07
- Publication Date
- 2025-06-19
AI Technical Summary
Existing business card management systems fail to appropriately update transmission destination information that changes over time, leading to inefficiencies in creating and distributing emails based on the latest information.
A business card management system and program that include a processing server and operation terminals, which utilize a business card database, an email distribution database, and a tagging process to ensure that email data is created using the latest business card information, even if multiple entries exist for the same person.
This solution allows for the creation of emails based on the latest business card information, reducing the workload associated with confirming the accuracy of the data and ensuring that emails are sent with the most current contact details.
Smart Images

Figure 2025091749000001_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to a business card management system and a business card management program including a business card database in which business card information for each of a plurality of business cards is stored, an email distribution database in which information for email distribution is stored, a processing server, and a plurality of operation terminals communicably connected to the processing server and accepting operations by a user.
Background Art
[0002] Patent Document 1 (Japanese Patent Application Laid-Open No. 11-085641) discloses a data transmission device 1 having a function of automatically inserting predetermined data such as a greeting sentence and creating an email or the like. The data transmission device 1 includes a data storage unit 11 that stores a transmission destination address and a classification name (tag information) for classifying the transmission destination address, and automatically switches and controls data such as a greeting sentence to be inserted into an email or the like for each classification name (tag information) of the transmission destination.
Prior Art Documents
Patent Documents
[0003]
Patent Document 1
Summary of the Invention
Problems to be Solved by the Invention
[0004] Since the transmission destination information, which is the email address of the transmission destination and information such as the affiliation or title that may be described as the name of the addressee, is changed over time, it is updated every time it is changed, and it is preferable to create an email or the like based on the latest transmission destination information after the update. The data transmission device 1 disclosed in Patent Document 1 has room for improvement in that it is not configured to appropriately update the transmission destination information that changes over time.
[0005] In view of the above background, it is desirable to provide a business card management system and a business card management program that can appropriately update the destination information that may be changed over time and execute the creation of data in a distribution event for distributing an email based on the updated destination information.
Means for Solving the Problems
[0006] In view of the above, the business card management system includes a business card database in which business card information for each of a plurality of business cards is stored, a mail distribution database in which information for email distribution is stored, a processing server, and a plurality of operation terminals that are communicably connected to the processing server and receive operations by a user, and is a business card management system comprising: The processing server is configured to execute a distribution preparation information registration process for receiving an input of distribution preparation information, which is information for email distribution, from the operation terminal and registering the distribution preparation information in the mail distribution database, and a distribution data creation process for creating email data for distribution based on the information registered by the distribution preparation information registration process. The distribution preparation information registration process includes a tagging process for attaching tag information indicating the content of a tag to the business card information of any one of the business cards stored in the business card database, a template assignment process for assigning a mail template including at least a part of the text of the email to the tag information corresponding to each of the tags, a distribution event creation process for creating event information representing the email distribution event and associating the tag information corresponding to at least one of the tags with each of the event information, and using one of the event information created by the distribution event creation process as target event information and the tag information associated with the target event information as target tag information, In the delivery data creation process, a business card reading process of reading all the business card information to which the target tag information is attached from the business card database based on the target tag information; a same-person business card acquisition process of acquiring, as target business card information, the business card information of one of the business card information read by the business card reading process and acquiring, from the business card database, the business card information of all the business cards of the same person as the person indicated by the target business card information; a mail creation process of creating data of the e-mail to be delivered in the delivery event related to the target event information based on the business card information with the latest registration time information in the business card database among all the business card information acquired by the same-person business card acquisition process; are included.
[0007] In view of the above, the business card management program is In a business card management system including a business card database in which business card information for each of a plurality of business cards is stored, a mail delivery database in which information for e-mail delivery is stored, a processing server, and a plurality of operation terminals communicably connected to the processing server and receiving operations by a user, the business card management program causes a computer to realize a business card management function in the processing server, in the processing server, executing a delivery preparation information registration process of receiving an input of delivery preparation information, which is information for e-mail delivery from the operation terminal, and registering the delivery preparation information in the mail delivery database, and a delivery data creation process of creating data of the e-mail for delivery based on the information registered by the delivery preparation information registration process; In the delivery preparation information registration process, a tagging process of attaching tag information indicating the content of the tag to the business card information of any one of the business cards stored in the business card database; a template assignment process of assigning a mail template including at least a part of the text of the e-mail to the tag information corresponding to each tag; Create event information representing the delivery event of the email, and in each piece of the event information, associate the tag information corresponding to at least one of the tags in a delivery event creation process. is included. Use one of the event information created by the delivery event creation process as target event information, and use the tag information associated with the target event information as target tag information. In the delivery data creation process, A business card reading process of reading out all the business card information to which the target tag information is assigned from the business card database based on the target tag information. Use one of the business card information read out by the business card reading process as target business card information, and obtain all the business card information of the same person as the person indicated in the target business card information from the business card database in an identical person business card acquisition process. Based on the business card information with the latest registration time information in the business card database among all the business card information obtained in the identical person business card acquisition process, create the data of the email to be delivered in the delivery event related to the target event information in a mail creation process. is included.
[0008] In this configuration, first, in a delivery preparation information registration process in which the processing server receives an input of delivery preparation information, which is information for delivering an email from an operation terminal, and registers the delivery preparation information in a mail delivery database, tag information indicating the content of a tag is assigned to the business card information, event information representing the delivery event of the email is created, and in each piece of event information, the tag information corresponding to at least one tag is associated to create a delivery event. Furthermore, in the distribution data creation process in which the processing server creates the data of the email for distribution based on the information registered by the distribution preparation information registration process, one of the event information created by the distribution event creation process is set as the target event information, and the tag information associated with the target event information is set as the target tag information. Based on the target tag information, all the business card information to which the target tag information is assigned is read from the business card database. One of the read business card information is set as the target business card information, and all the business card information of the same person as the person indicated in the target business card information is acquired from the business card database. From all the business card information acquired by the same person business card acquisition process, based on the business card information with the latest registration time information in the business card database, the data of the email to be distributed in the distribution event related to the target event information is created. That is, when creating the data of the email to be distributed in the distribution event, even if there are multiple business card information of the same person registered in the business card database, the data of the email can always be created using the business card information with the latest time information. As a result, the registrant who registers the distribution preparation information can create the data of the email to be distributed in the distribution event based on the latest business card information even if the business card information is assigned without being aware of whether the business card information is the latest. As a result, the work burden such as the confirmation work of the registrant can be reduced, and the data of the email can be created based on the latest business card information.
Brief Description of the Drawings
[0009]
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Mode for Carrying Out the Invention
[0010] Hereinafter, embodiments of a business card management system and a business card management program will be described with reference to the drawings. FIG. 1 shows an example of the system configuration of the business card management system 100. As shown in FIG. 1, the business card management system 100 includes a processing server 1 that manages a plurality of business card information, and a plurality of operation terminals 2 that receive operations by a user. In the business card management system 100, the plurality of operation terminals 2 and the processing server 1 are communicably connected to each other via a network 5. Note that the network 5 includes both wired and wireless connections. For example, a relay device (not shown) and the processing server 1 may be connected by a wired network, and the operation terminal 2 and the relay device may be connected by a wireless network. The processing server 1 includes a database 6. Here, as the database 6, a business card database 61 in which a plurality of business card information is stored, an account information database 62 in which a plurality of account information is stored, a tag database 63 (an example of an email distribution database) that stores tag information (classification information attached to a business card or the like) indicating the content of the tag, and an event information database 64 (an example of an email distribution database) that stores event information such as event information representing a distribution event that is an event of collectively transmitting an email to a plurality of destinations, and a mail distribution database 65 (an example of an email distribution database) that stores the sender and the addressee name for each distribution event are exemplified. Note that the processing server 1 may include a plurality of servers, and the functions of the processing server 1 may be realized by these plurality of servers.
[0011] Also, in the form illustrated in FIG. 1, as the operation terminal 2, a portable information terminal (PDA: Personal Digital Assistant) 2a that a user can carry and a computer system 2b centered on a personal computer or the like are exemplified.
[0012] In the present embodiment, as shown in FIG. 2, the portable information terminal 2a, which is the operation terminal 2, includes an input / output device 7, an arithmetic device 8, a storage device 9, and a communication device 10. Such a mobile information terminal 2a is, for example, a tablet terminal, a smartphone, or the like. The input / output device 7 is constituted by a touch panel 7a (shown in FIG. 1) including an input unit 71 and an output unit 72. The arithmetic unit 8 includes at least one microprocessor as the core, and is provided with a DSP (Digital Signal Processor) and other peripheral elements, and is realized by the cooperation of these hardware and software. The storage device 9 is an internal storage of the mobile information terminal 2a constituted by an SRAM, a flash memory, or the like. The communication device 10 is, for example, a wireless LAN adapter built in the mobile information terminal 2a. Of course, the communication device 10 may be provided with a wired LAN adapter.
[0013] The operation terminal 2 may be configured not as an integrated terminal device like the mobile information terminal 2a, but as a system including a plurality of devices. FIG. 3 shows an example of the operation terminal 2 constituted by a computer system 2b centered on a personal computer or the like. The arithmetic unit 8 is, for example, a motherboard built in the main body of a personal computer, includes at least one microprocessor as the core, and is configured to include a DSP (Digital Signal Processor) and other peripheral elements. The input device 73 is a keyboard 73a (shown in FIG. 1), a mouse 73b (shown in FIG. 1), or the like, and the output device 74 is a display 74a (shown in FIG. 1). The storage device 9 is, for example, an HDD (Hard Disc Drive) or an SSD (Solid State Drive) built in the main body of a personal computer. Of course, the storage device 9 may be an HDD or an SSD connected to the outside of the main body. The communication device 10 is, for example, a wireless LAN adapter or a wired LAN adapter built in the main body of a personal computer. Here, a computer system 2b centered on a so-called desktop personal computer is exemplified, but the computer system 2b may be configured centered on a notebook (laptop) personal computer.
[0014] Hereinafter, embodiments of the business card management system 100 and the business card management program will be described in detail. The business card management program is a program that causes the processing server 1 in the business card management system 100 to realize a business card management function. The business card management function is realized by the cooperation of hardware centered on the arithmetic unit 8 and software (business card management program).
[0015] The business card management program causes the processing server 1 to execute a distribution preparation information registration process of receiving an input of distribution preparation information, which is information for distributing an e-mail from the operation terminal 2, and registering the distribution preparation information in the mail distribution database 65, and a distribution data creation process of creating e-mail data for distribution based on the information registered by the distribution preparation information registration process.
[0016] Incidentally, prior to the above distribution preparation information registration process and distribution data creation process, the business card management program causes the processing server 1 to register and update business card information in the business card database 61, register tag information in the tag database 63, and register templates and inserted fixed texts in the event information database 64. Therefore, these registrations and updates will be described first below. In the following description, the case where the operation terminal 2 is the portable information terminal 2a will be described as an example.
[0017] The registration of business card information is a process that is executed by receiving the registration of business card information by the portable information terminal 2a. When a browser or the like installed in the portable information terminal 2a is operated, the business card management program displays a login screen (not shown) and receives an input of account information such as an ID and a password. If the business card management program collates the input account information with the account information stored in the account information database 62 and they match, the portable information terminal 2a displays a business card management screen (not shown). When business card information such as name, contact information, and affiliation is input from the touch panel 7a and a registration button (not shown) is pressed on the business card management screen, the business card information is registered in the business card database 61 including the business card ID, person ID, and business card owner (system user who registered the business card).
[0018] The update of business card information is a process of receiving the update of business card information by the mobile information terminal 2a. When a browser or the like installed in the mobile information terminal 2a is operated, the business card management program displays a login screen (not shown) and receives the input of account information such as an ID and a password. If the input account information matches the account information stored in the account information database 62, the mobile information terminal 2a displays a business card management screen (not shown). When a part of the business card information such as name, contact information, and affiliation is input from the touch panel 7a on the business card management screen, the business card information that matches the input content is displayed in a list. When the desired business card information is selected, a business card detail screen associated with the desired business card information is displayed. On the business card detail screen, as shown in FIG. 5, together with the basic business card information such as company name, address, position, name, kana name, telephone number, fax number, and email address, the memo information of the business card and the image taken of the business card are displayed. Further, on the business card detail screen, a basic business card information update button S1 for updating the basic business card information and a memo information update button S2 for updating the memo information are displayed. When the basic business card information update button S1 is pressed, an update screen (not shown) for updating the basic business card information is displayed. When the memo information update button S2 is pressed, an update screen (not shown) for updating the memo information is displayed, and the update content is input on the update screen. In addition, when a business card information deletion operation is performed by the mobile information terminal 2a, the business card management program executes a process of deleting the business card information from the business card database 61.
[0019] The registration of tag information is a process of registering the tag information of the tag attached to the business card information in association with a distribution event (for example, the New Year's card in 2023). When the management screen shown in FIG. 7 is displayed on the touch panel 7a of the mobile information terminal 2a, and the tag management button S5 is pressed, the business card management program displays a tag registration screen (not shown). When tag information (for example, 20〇〇 New Year's card_ corporate advertisement) etc. is input on the tag registration screen and the registration button (not shown) is pressed, the business card management program attaches a tag ID to the tag information and registers it in the tag database 63.
[0020] The registration of a template is a process of registering an e-mail template as a distribution event. As shown in the screen transition diagram of FIG. 6 and FIGS. 7 to 9, when the management screen shown in FIG. 7 is displayed on the touch panel 7a of the portable information terminal 2a, the business card management program displays the template management screen shown in FIG. 8 when the template management button S3 is pressed. When the new registration button S6 is pressed on the template management screen, the template registration screen shown in FIG. 9 is displayed. When information about the template such as the template name (for example, 20〇〇 New Year's email (corporate advertising image)), subject, and text (template text) is input and the registration button S7 is pressed on the template registration screen, the business card management program registers the template in the event information database 64.
[0021] The registration of an inserted fixed text is a process of registering an inserted fixed text of an e-mail as a distribution event. As shown in the screen transition diagram of FIG. 6 and FIGS. 7, 10, and 11, when the portable information terminal 2a displays the management screen shown in FIG. 7 and the inserted fixed text management button S4 is pressed, the inserted fixed text management screen shown in FIG. 10 is displayed. When the new registration button S8 is pressed on the inserted fixed text management screen, the inserted fixed text registration screen shown in FIG. 11 is displayed. When the fixed text name (for example, Respectfully wishing a New Year 1), the text of the fixed text, etc. are input and the registration button S9 is pressed on the inserted fixed text registration screen, the business card management program registers the inserted fixed text in the event information database 64.
[0022] Next, the distribution preparation information registration process and the distribution data creation process that the business card management program causes the processing server 1 to execute will be described based on the control flow of FIG. 4. As shown in FIG. 4, the distribution preparation information registration process includes a tagging process #02-1, a template assignment process #02-2, and a distribution event creation process #02-3, and the data creation process includes a business card reading process #04, the same person business card acquisition process #05, and an email creation process #06. Here, the tagging process #02-1, the template assignment process #02-2, and the distribution event creation process #02-3 as the distribution preparation information registration process are executed in any order based on the operation of the mobile information terminal 2a. On the other hand, the business card reading process #04, the same person business card acquisition process #05, and the email creation process #06 as the data creation process are executed in the described order.
[0023] The tagging process #02-1 is a process of attaching tag information indicating the content of the tag to the business card information of any business card stored in the business card database 61. As shown in the control flow of FIG. 4, when the tag information to be attached to the business card information is selected on a predetermined screen displayed on the browser or the like of the touch panel 7a of the mobile information terminal 2a (#01-1), the business card management program executes a tagging process of storing the business card ID of the business card information in the tag database 63 in a form associated with the tag ID corresponding to the selected tag information (#02-1). Incidentally, the business card management program can attach one or more pieces of tag information to one piece of business card information.
[0024] The template assignment process #02-2 is a process of assigning an email template including at least a part of the text of the email to the tag information corresponding to each tag. When a template to be assigned to tag information is selected on a predetermined screen displayed on a browser or the like of the touch panel 7a of the mobile information terminal 2a (#01-2), the business card management program executes a template assignment process of storing the template in the event information database 64 in a form associated with a tag ID corresponding to the tag information (#02-2). Although illustration of the control flow in FIG. 4 is omitted, when an insertion fixed sentence to be assigned to tag information is selected on the mobile information terminal 2a, the business card management program stores the insertion fixed sentence in the event information database 64 in a form associated with a tag ID corresponding to the tag information. Incidentally, as shown in the new registration screen of the distribution event in FIG. 13, a plurality of combinations in which one template and one insertion fixed sentence are associated with one tag are stored in the event information database 64.
[0025] The distribution event creation process #02-3 is a process of creating event information representing an electronic mail distribution event and associating tag information corresponding to at least one tag with each event information. As shown in the screen transition diagram of FIG. 12 and FIGS. 13 and 14, in the management screen of the distribution event (shown in FIG. 7) displayed on the browser or the like of the touch panel 7a of the mobile information terminal 2a, when the new registration button S10 of the distribution event is pressed and in the displayed new registration screen of the distribution event (shown in FIG. 13), an event name, a sender name, and a sender e-mail address are input, and when the tag information is selected by clicking the check box S12 (#01-3) and the tag assignment button S11 is pressed, the business card management program displays a registration content confirmation screen (shown in FIG. 14) and stores these pieces of information including the event ID in the event information database 64 (#02-3). In the new registration screen of the distribution event (shown in FIG. 13), a plurality of combinations of a tag, a template, and an insertion fixed sentence are displayed, and any one of them can be selected. Incidentally, on the registration content confirmation screen (shown in FIG. 14), the template can be switched by the first pull-down button S13, and the inserted fixed text can be switched by the second pull-down button S14.
[0026] The business card reading process #04 uses one of the event information created by the above-described distribution event creation process as the target event information, and uses the tag information associated with the target event information as the target tag information. Based on the target tag information, all business card information with the target tag information attached is read from the business card database 61. When a target event among the event information is selected on a predetermined screen displayed on the browser or the like of the touch panel 7a of the mobile information terminal 2a (#03), the business card management program reads all business card information with the target tag information attached, that is, business card information related to the business card ID associated with the tag ID of the target tag information, from the business card database 61.
[0027] The same person business card acquisition process #05 uses one of the business card information read by the business card reading process as the target business card information, and acquires all business card information of the same person as the person indicated in the target business card information from the business card database 61. The business card management program searches the business card information stored in the business card database 61 by the name indicated in the target business card information, and extracts the business card information of the business cards with the same name from the business card database 61.
[0028] The email creation process #06 creates data of an email to be distributed in the distribution event related to the target event information based on the business card information with the latest time information registered in the business card database 61 (for example, the destination email address, affiliation (company name, department), position (title)) among all the business card information acquired by the same person business card acquisition process. The business card management program creates data for an email to be distributed in a distribution event related to target event information, using, as the business card information of the person, the business card information with the latest timing information registered in the business card database 61 among all the business card information obtained in the same-person business card acquisition process. Here, the "timing information" is information indicating the newness of a business card. For example, when information on the business card exchange date, which is the date when each business card was exchanged, is registered in the business card database 61, the business card exchange date can be used as the timing information. Also, when information on the registration date, which is the date when the business card information of each business card was registered in the business card database 61, is registered in the business card database 61, the registration date can be used as the timing information. For a business card for which both the business card exchange date and the registration date are registered, a predetermined one of the business card exchange date and the registration date (for example, the business card exchange date) is used as the timing information, and for a business card for which only one of the business card exchange date and the registration date is registered, either the registered business card exchange date or registration date can be used as the timing information. Note that the registration date of the business card information for each business card means the latest update date when the business card information has been updated. Also, the business card exchange date and the registration date may include time information, and in this case, the comparison of the timing information is a comparison of dates and times. As shown in FIG. 7, for the distribution event created in the email creation process #06, when all the reservation statuses (preparation statuses) of the emails related to the distribution event change from "preparing" to "prepared", the distribution reservation button S18 becomes pressable. When the distribution reservation button S18 is pressed, the date and time of distribution (reservation date and time) can be reserved on a distribution reservation screen (not shown). The business card management program distributes all the emails related to the distribution event, that is, all the emails associated with the distribution event by tag information, when the reservation date and time arrives. Incidentally, the reservation status (preparation status) of each email can be switched between "preparing" and "prepared" by the switching button S19 shown in FIG. 16.
[0029] 〔Other Embodiments〕 (1) In the above-described embodiment, as the database 6, a configuration example including a business card database 61, an account information database 62, a tag database 63, an event information database 64, and an email distribution database 65 was shown. However, the present invention is not limited to this configuration, and a configuration in which the functions of the above-described databases are realized in a single database may also be used.
[0030] (2) In the above-described control flow, in step #03, when target event information is selected from event information on the mobile information terminal 2a, an example in which a business card reading process is executed for the target event information in step #04 was shown. However, the present invention is not limited to this configuration, and at the time when a distribution event is created in the distribution event creation process of step #02-3, without waiting for step #03 to be executed, the business card reading process may be executed using the event information of the distribution event as the target event information.
[0031] (3) The above-described business card management program may execute an individual text registration process of registering at least a part of different text contents every time at least one of the sender and the destination of the email is different, in association with the event information created by the distribution event creation process of step #02-3. As shown in the screen transition diagram of FIG. 15, on the management screen of the distribution event (shown in FIG. 7) displayed on the browser or the like of the touch panel 7a of the mobile information terminal 2a, when the link S15 for individually displaying the destination is pressed, a distribution content confirmation screen (shown in FIG. 16) showing a destination list for each sender (for each responsible part) is displayed. On the distribution content confirmation screen, when the text entry button S16 displayed for each destination is pressed, on the one-line greeting registration screen (shown in FIG. 17), a "one-line greeting text" can be individually input for each destination. When the registration button S17 is pressed, the business card management program registers the input "one-line greeting text".
[0032] (4) In the above embodiment, in the email creation process of creating the email data in step #06, the business card management program may be configured to perform machine learning based on the presence or absence of a reply, the presence or absence of opening, the text, the attribute information of the destination, and the attribute information of the sender for a plurality of emails sent in the past, and automatically create at least a part of the text. The text includes, in addition to the text of the inserted fixed-form text, the text of the greeting sentence in the above-described alternative embodiment (3). In the machine learning, a regression model or a neural network can be preferably used.
[0033] (5) In addition, the configurations disclosed in the above-described embodiments can be applied in combination with the configurations disclosed in other embodiments as long as there is no contradiction. Regarding other configurations as well, all the embodiments disclosed in this specification are merely examples in all respects. Therefore, various modifications can be made as appropriate within the scope not departing from the gist of the present disclosure.
[0034] 〔Outline of this embodiment〕 Hereinafter, the outline of the embodiment related to the business card management system 100 and the business card management program described above will be described below.
[0035] In view of the above, the business card management system is a business card database in which business card information for each of a plurality of business cards is stored, an email delivery database in which information for email delivery is stored, a processing server, a plurality of operation terminals that are communicably connected to the processing server and receive operations by a user, and a business card management system including the processing server is configured to execute a delivery preparation information registration process of receiving an input of delivery preparation information, which is information for email delivery, from the operation terminal and registering the delivery preparation information in the email delivery database, and a delivery data creation process of creating the email data for delivery based on the information registered by the delivery preparation information registration process. The distribution preparation information registration process includes a tag - adding process of adding tag information indicating the content of a tag to the business - card information of any one of the business cards stored in the business - card database, a template - assigning process of assigning a mail template including at least a part of the text of the electronic mail to the tag information corresponding to each of the tags, a distribution event - creating process of creating event information representing the distribution event of the electronic mail and associating the tag information corresponding to at least one of the tags with each of the event information, and includes Regarding one of the event information created by the distribution event - creating process as target event information and the tag information associated with the target event information as target tag information, the distribution data creation process includes a business - card reading process of reading out all the business - card information to which the target tag information is added from the business - card database based on the target tag information, Regarding one of the business - card information read out by the business - card reading process as target business - card information, an identical - person business - card acquisition process of acquiring all the business - card information of the same person as the person indicated in the target business - card information from the business - card database, a mail creation process of creating data of the electronic mail to be distributed in the distribution event related to the target event information based on the business - card information with the latest registration time information in the business - card database among all the business - card information acquired by the identical - person business - card acquisition process, and includes.
[0036] In view of the above, the business - card management program is a business - card management program that realizes the business - card management function in a processing server in a business - card management system including a business - card database in which business - card information for each of a plurality of business cards is stored, a mail distribution database in which information for distributing electronic mails is stored, a processing server, and a plurality of operation terminals that are communicably connected to the processing server and receive operations by a user. Receive, at the processing server, a delivery preparation information registration process that receives input of delivery preparation information, which is information for delivery of the electronic mail from the operation terminal, and registers the delivery preparation information in the mail delivery database, and a delivery data creation process that creates data of the electronic mail for delivery based on the information registered by the delivery preparation information registration process, and cause the processing server to execute them, The delivery preparation information registration process includes a tagging process that assigns tag information indicating the content of a tag to the business card information of any one of the business cards stored in the business card database, a template assignment process that assigns a mail template including at least a part of the text of the electronic mail to the tag information corresponding to each of the tags, a delivery event creation process that creates event information representing the delivery event of the electronic mail and associates the tag information corresponding to at least one of the tags with each of the event information, and includes Regarding one of the event information created by the delivery event creation process as target event information and the tag information associated with the target event information as target tag information, The delivery data creation process includes a business card reading process that reads out all the business card information to which the target tag information is assigned from the business card database based on the target tag information, Regarding one of the business card information read out by the business card reading process as target business card information, an identical person business card acquisition process that acquires all the business card information of the same person as the person indicated by the target business card information from the business card database, a mail creation process that creates data of the electronic mail to be delivered in the delivery event related to the target event information based on the business card information with the latest registration time information registered in the business card database among all the business card information acquired by the identical person business card acquisition process, and includes.
[0037] In this configuration, first, in the delivery preparation information registration process where the processing server receives the input of delivery preparation information, which is information for the delivery of an email from an operation terminal, and registers the delivery preparation information in the email delivery database, tag information indicating the content of the tag is added to the business card information, event information representing the email delivery event is created, and tag information corresponding to at least one tag is associated with each piece of event information to create a delivery event. Furthermore, in the delivery data creation process where the processing server creates the data of the email for delivery based on the information registered by the delivery preparation information registration process, one piece of event information created by the delivery event creation process is set as the target event information, the tag information associated with the target event information is set as the target tag information, and based on the target tag information, all the business card information with the target tag information attached is read from the business card database. One piece of the read business card information is set as the target business card information, and all the business card information of all the business cards of the same person as the person indicated in the target business card information is acquired from the business card database. From all the business card information acquired in the same person business card acquisition process, based on the business card information with the latest registration time information in the business card database, the data of the email to be delivered in the delivery event related to the target event information is created. That is, when creating the data of the email to be delivered in the delivery event, even if there are multiple pieces of business card information of the same person registered in the business card database, the data of the email can always be created using the business card information with the latest time information. As a result, the registrant who registers the delivery preparation information can add the tag information to the business card information without being aware of whether the business card information is the latest, and the data of the email to be delivered in the delivery event can be created based on the latest business card information. As a result, the work burden such as the confirmation work of the registrant can be reduced, and the data of the email can be created based on the latest business card information.
[0038] Further, it is preferable that the distribution preparation information registration process further includes an individual text registration process of registering at least a part of the text with different contents each time at least one of the sender and the recipient of the e-mail is different, in association with the event information created by the distribution event creation process.
[0039] According to this configuration, the processing server registers at least a part of the text with different contents each time at least one of the sender and the recipient of the e-mail is different, in association with the event information, by the individual text registration process. Therefore, it is possible to avoid the e-mail text from becoming formal. For example, by making the text unique and characteristic for each sender and recipient, it is possible to improve the opening rate and the reply rate.
[0040] Also, the processing server In the mail creation process, it is preferable to perform machine learning based on the presence or absence of a reply, the presence or absence of opening, the text, the attribute information of the recipient, and the attribute information of the sender for a plurality of the e-mails sent in the past, and automatically create at least a part of the text.
[0041] According to this configuration, machine learning is performed based on the presence or absence of a reply, the presence or absence of opening, the text, the attribute information of the recipient, and the attribute information of the sender for a plurality of the e-mails sent in the past, and at least a part of the text is automatically created. Therefore, for example, it is possible to automatically create a text with a high reply rate and opening rate for each attribute information of the recipient and the attribute information of the sender.
[0042] Also, the processing server In the tagging process, it is preferable to assign one or more pieces of the tag information to one piece of the business card information.
[0043] As described above, in the present invention, even when a registrant who registers distribution preparation information attaches tag information to the business card information of a business card without being aware of whether the business card information is the latest, the data of the e-mail distributed in the distribution event can be created based on the latest business card information. In particular, when a registrant who registers distribution preparation information attaches a plurality of tag information to the business card information of one business card as in this configuration, the tag information can be attached without being aware of whether the business card information is the latest, so that the creation of e-mail data can be further streamlined.
Industrial Applicability
[0044] The technology according to the present invention can be used for a business card management system and a business card management program that execute the creation of data in a distribution event for distributing an e-mail based on the updated destination information while appropriately updating the destination information that may be changed over time.
Explanation of Signs
[0045] 1: Processing server 2: Operation terminal 2a: Portable information terminal (operation terminal) 2b: Computer system (operation terminal) 6: Database 61: Business card database 63: Tag database (an example of an e-mail distribution database) 64: Event information database (an example of an e-mail distribution database) 65: E-mail distribution database 100: Business card management system
Claims
1. A business card management system comprising: a business card database in which business card information for each of a plurality of business cards is stored; an email distribution database in which information for email distribution is stored; a processing server; a plurality of operation terminals communicably connected to the processing server and receiving operations by a user; wherein the processing server is configured to execute: a distribution preparation information registration process of receiving an input of distribution preparation information, which is information for email distribution, from the operation terminal and registering the distribution preparation information in the email distribution database; and a distribution data creation process of creating email data for distribution based on the information registered by the distribution preparation information registration process. The distribution preparation information registration process includes: a tagging process of adding tag information indicating the content of a tag to the business card information of any one of the business cards stored in the business card database; a template assignment process of assigning an email template including at least a part of the text of the email to the tag information corresponding to each of the tags; a distribution event creation process of creating event information representing the email distribution event and associating the tag information corresponding to at least one of the tags with each of the event information; and is included. Using one of the event information created by the distribution event creation process as target event information and the tag information associated with the target event information as target tag information, the distribution data creation process includes: a business card reading process of reading out all the business card information to which the target tag information is attached from the business card database based on the target tag information; Using one of the business card information read by the business card reading process as target business card information, a same-person business card acquisition process of acquiring the business card information of all business cards for the same person as the person indicated in the target business card information from the business card database, A mail creation process of creating data of the email to be distributed in the distribution event related to the target event information based on the business card information with the latest registration time information in the business card database among all the business card information acquired in the same-person business card acquisition process, A business card management system including
2. In the distribution preparation information registration process, an individual text registration process of registering at least a part of the text with different contents for each difference in at least one of the sender and the recipient of the email is further included in association with the event information created by the distribution event creation process. The business card management system according to claim 1.
3. The processing server In the mail creation process, machine learning is performed based on the presence or absence of a reply, the presence or absence of opening, the text, the attribute information of the recipient, and the attribute information of the sender for a plurality of emails sent in the past, and at least a part of the text is automatically created. The business card management system according to claim 1.
4. The processing server In the tagging process, one or more pieces of the tag information are assigned to one piece of the business card information. The business card management system according to any one of claims 1 to 3.
5. A business card management program for realizing a business card management function in a computer in a business card management system including a business card database storing business card information for each of a plurality of business cards, a mail distribution database storing information for email distribution, a processing server, and a plurality of operation terminals communicably connected to the processing server and receiving operations by a user, In the processing server, Execute a delivery preparation information registration process that accepts input of delivery preparation information, which is information for delivering the electronic mail from the operation terminal, and registers the delivery preparation information in the mail delivery database, and a delivery data creation process that creates data of the electronic mail for delivery based on the information registered by the delivery preparation information registration process. The delivery preparation information registration process includes: A tag addition process that adds tag information indicating the content of the tag to the business card information of any business card stored in the business card database; A template assignment process that assigns a mail template including at least a part of the text of the electronic mail to the tag information corresponding to each tag; A delivery event creation process that creates event information representing the delivery event of the electronic mail and associates the tag information corresponding to at least one of the tags with each event information; is included, Using one of the event information created by the delivery event creation process as target event information and the tag information associated with the target event information as target tag information, The delivery data creation process includes: A business card reading process that reads out all the business card information to which the target tag information is added from the business card database based on the target tag information; Using one of the business card information read out by the business card reading process as target business card information, a same person business card acquisition process that acquires all the business card information of the same person as the person indicated by the target business card information from the business card database; A mail creation process that creates data of the electronic mail to be delivered in the delivery event related to the target event information based on the business card information with the latest registration time information in the business card database among all the business card information acquired by the same person business card acquisition process; A business card management program including.
Citation Information
Patent Citations
Data transmitter and storage medium
JP1999085641A