Campaign Strategy Manager for Dynamic Real-Time Adjustments

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Solution Overview

Problem

Current web-based hosted solutions for managing interactive communication campaigns lack granular and dynamic strategy management capabilities, limiting their ability to adapt to real-time changes and optimize campaign performance based on attempt results, contact attributes, and response group data.

Innovation Solution

The implementation of a Campaign Strategy Manager (CSM) component that allows users to define both static and dynamic campaign strategies, enabling granular control over escalation rules, list management across multiple campaigns, and real-time result viewing, along with a user-friendly interface for configuring and modifying strategies during campaign execution.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a web-based hosted solution is used for managing communication campaigns, then accessibility and ease of operation are improved, but granular and dynamic strategy management capabilities are limited

Engineering Contradiction:
ImproveaccessibilityVSAvoiddynamic strategy management
Core Design Contradiction:
Ease of operationVSAdaptability or versatility

Solution Approach 1:

The system introduces dynamic strategy management that allows users to modify campaign strategies in real-time during execution. The campaign strategy manager enables dynamic updates to escalation rules, contact lists, and campaign parameters without requiring campaign termination or system reconfiguration, thus providing adaptability while maintaining web-based accessibility.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The campaign management system is segmented into modular components including campaign strategy manager, contact list manager, escalation rule engine, and reporting module. This segmentation allows independent configuration and modification of specific campaign aspects, enabling granular control over strategy elements while maintaining overall system accessibility through the web interface.

Inventive Principle:
Principle #1Segmentation

2Device complexity

If static campaign strategies are used, then system complexity is reduced, but the ability to adapt to real-time changes is worsened

Engineering Contradiction:
Improvesystem complexityVSAvoidreal-time adaptation
Core Design Contradiction:
Device complexityVSAdaptability or versatility

Solution Approach 1:

The system implements a hybrid approach where static baseline strategies provide structural framework while dynamic modification capabilities allow real-time adjustments. Users can define initial campaign parameters statically and then modify escalation rules, contact lists, and strategy parameters dynamically during campaign execution without increasing overall system complexity.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The campaign strategy manager enables dynamic parameter changes during campaign execution, allowing users to modify escalation thresholds, contact list criteria, and strategy parameters in real-time based on campaign performance data and changing business requirements, while maintaining the underlying system architecture.

Inventive Principle:
Principle #35Parameter changes

3Adaptability or versatility

If granular and dynamic strategy management is implemented, then adaptability and campaign optimization are improved, but device complexity increases

Engineering Contradiction:
Improvestrategy management flexibilityVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system divides complex campaign strategy management into segmented, manageable modules including escalation rule configuration, contact list management, campaign parameter control, and performance monitoring. Each module can be configured and modified independently, providing granular control while preventing overwhelming system complexity through organized functionality.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The campaign strategy manager acts as an intermediary layer between the user interface and the underlying campaign execution engine. This intermediary provides simplified configuration interfaces that abstract complex parameters and rules, allowing users to manage granular strategy details without directly confronting the full system complexity.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Productivity

If real-time strategy modifications are enabled, then campaign performance optimization is improved, but loss of time for configuration management increases

Engineering Contradiction:
Improvecampaign performanceVSAvoidconfiguration time
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

Users pre-configure campaign strategies, escalation rules, and contact list criteria before campaign launch. These preliminary configurations establish the baseline framework that enables rapid real-time modifications during execution, reducing the time required for on-the-fly adjustments while maintaining optimization capabilities.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system provides real-time feedback on campaign performance metrics, escalation effectiveness, and contact response rates. This feedback mechanism enables users to make informed, targeted modifications only when and where needed, optimizing campaign performance while minimizing unnecessary configuration time and interventions.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS10115131B2Managing interactive communications campaigns
Publication Date: 2018.10.30 GENESYS CLOUD SERVICES INC
  • US10115131B2 patent drawing
  • US10115131B2 patent drawing
  • US10115131B2 patent drawing

AI summary

A campaign strategy manager (CSM) component for a hosted communications campaign system allows users to define more granular and specific campaign strategies, including pass escalation for alternative channels (e.g., text and email) and/or based upon attempt results, contact attributes and response group data. The campaign strategy manager allows users to define pass strategies statically and dynamically, to manage lists across multiple campaigns, and to view results in real-time. A defined strategy is a static strategy created by a user for a particular campaign that, once created, typically is not modified. A dynamic strategy is one where, during the course of a day (e.g., as a sub-campaign is running), a user may alter the defined strategy, preferably just for that day (or portion thereof). In particular, the campaign strategy manager enables the user to make changes to the current strategy as a sub-campaign is running through a particular list.