Activation-Based Marketing Segmentation System

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Solution Overview

Problem

Current marketing techniques lack precision in targeting demographics, relying on general information and limited data, which impairs their effectiveness in guiding marketing campaigns and optimizing resource allocation.

Innovation Solution

The development of activation-based marketing systems and methods that generate personalized action plans for customers using consumer activation indices, demographic information, health indices, life stage data, attitudinal models, and response models to tailor communication modalities and content for specific demographic segments.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If general demographic information is used for marketing campaigns, then marketing coverage is broad, but marketing precision and effectiveness deteriorate

Engineering Contradiction:
Improvemarketing precisionVSAvoiddata processing complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent segments customers into distinct groups based on multiple dimensions including demographic information, psychographic characteristics, behavioral patterns, and purchase history. This segmentation enables precise targeting of marketing campaigns to specific customer segments rather than using general demographic information for all customers, thereby improving marketing precision while managing complexity through systematic categorization.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent transforms marketing approach by changing parameters from general demographic characteristics to a multi-dimensional customer profile including psychographic segments, behavioral patterns, and predicted responsiveness. This parameter change enables more precise marketing targeting by considering multiple customer attributes simultaneously rather than relying on single demographic parameters.

Inventive Principle:
Principle #35Parameter changes

2Reliability

If limited demographic information is used for targeting, then marketing campaign simplicity is maintained, but campaign effectiveness and customer engagement deteriorate

Engineering Contradiction:
Improvecampaign effectivenessVSAvoidmarketing system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent performs preliminary actions by pre-segmenting customers into psychographic groups and pre-determining their responsiveness to different marketing approaches before campaigns are launched. Customer profiles are built in advance incorporating demographic, psychographic, and behavioral data, allowing marketers to select optimal strategies beforehand rather than making decisions during campaign execution, thereby improving reliability while managing complexity through advance preparation.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent incorporates feedback mechanisms by analyzing customer responses to marketing campaigns and using this information to refine customer segments and improve future targeting. The system continuously learns from campaign outcomes and adjusts segmentation criteria and marketing approaches accordingly, enhancing campaign effectiveness over time while the feedback loop manages system complexity through iterative improvement.

Inventive Principle:
Principle #23Feedback

3Productivity

If standardized marketing approaches are used for all customers, then operational simplicity is maintained, but customer engagement and response rates deteriorate

Engineering Contradiction:
Improveresponse rateVSAvoidpersonalization complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent applies local quality by tailoring marketing messages, channels, and offers to match the specific characteristics of each customer segment rather than using standardized approaches for all customers. Different psychographic segments receive customized marketing content and delivery methods appropriate to their preferences and behaviors, thereby improving response rates while managing personalization complexity through segment-based rather than individual-based customization.

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS11663618B2Systems, computer-readable media, and methods for activation-based marketing
Publication Date: 2023.05.30 UNITEDHEALTH GROUP INC
  • US11663618B2 patent drawing
  • US11663618B2 patent drawing
  • US11663618B2 patent drawing

AI summary

A system, computer program product, and method for activation-based marketing are presented. In one embodiment, the system includes one or more data storage devices configured to store demographic data, healthcare utilization data, and response data associated with a target individual. The system may include a server coupled to the one or more data storage devices. The server may be suitably programmed to determine a life stage associated with a target individual, determine an attitudinal segment associated with the target individual, and determine a response model associated with the target individual. The server may assign the target individual to at least one of a predetermined set of segmentation groups in response to the life stage, the attitudinal segment, and the response model associated with the individual. The system may generate a personalized communication modality tailored to the target individual in response to the segmentation group assigned to the target individual.