Campaign Test Mode Using Copied Participant Records

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Solution Overview

Problem

Current campaign management systems are complex to design and require significant IT assistance, risking unintended spamming of clients due to incorrect setup, which limits their dynamics and effectiveness in reaching target participants.

Innovation Solution

A campaign management system with a graphical user interface that allows for both live and test modes, enabling users to configure and test process structures without affecting real participant records, using logic templates and participant records with track history to ensure proper execution and resumption of campaigns.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a campaign management system is designed with complex logic templates and process structures, then the system can handle sophisticated campaign requirements, but the system becomes difficult to design and requires significant IT assistance

Engineering Contradiction:
Improvecampaign configuration capabilityVSAvoidsystem design complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent creates test participant records that are copies of real participant records, allowing the campaign logic to be tested on replicated data without affecting actual participants. This copying mechanism enables thorough testing of complex campaign configurations while isolating risks from production data.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The system segments campaign execution into distinct modes: test mode using copied participant records for validation, and live mode using real participant records for actual execution. This segmentation allows independent testing and validation of complex logic before deployment to production, reducing the need for IT assistance during campaign setup.

Inventive Principle:
Principle #1Segmentation

2Productivity

If the campaign is executed with real participant records, then actual campaign communication can occur, but there is risk of unintended spamming if the campaign is set up incorrectly

Engineering Contradiction:
Improvecampaign execution efficiencyVSAvoidcampaign setup accuracy
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The system performs preliminary testing in test mode using copied participant records before executing the campaign with real participant records. This preliminary action validates the campaign logic, filters, and process structures to ensure correct setup, preventing unintended spamming while maintaining efficient execution when deployed to production.

Inventive Principle:
Principle #10Preliminary action

3Reliability

If test mode is implemented with copied participant records, then safe testing of campaign logic is enabled, but additional time and resources are required for testing

Engineering Contradiction:
Improvetesting safetyVSAvoidtesting duration
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system creates test participant records by copying data from real participant records, enabling realistic testing scenarios without the risks associated with using actual participant data. This copying approach provides safe testing environment while maintaining test validity, balancing reliability improvement against the time investment required.

Inventive Principle:
Principle #26Copying

Data Source

PatentUS11966443B2Campaign management system—test mode
Publication Date: 2024.04.23 BSI BUSINESS SYTEMS INTEGRATION
  • US11966443B2 patent drawing
  • US11966443B2 patent drawing
  • US11966443B2 patent drawing

AI summary

The invention relates to a campaign management system comprising a computer-data processor memory, a graphical user interface, the management system processing a plurality of participant records according to a user-configured process structure of a plurality of configured logic templates; a plurality of participant records arranged to store participant contact interface information associated with participant contact interfaces; a plurality of logic templates; a plurality of graphical elements each associated with one of said logic templates; a graphical user interface arranged to display said graphical elements; wherein the campaign management system is configured for execution of a live mode and a test mode, wherein the live mode for the campaign executes executable program fragments of the process structure for processing of the individual participant records established for a respective campaign, wherein the test mode executes executable program fragment of the process structure of the respective campaign and wherein participant interaction is suspended in test mode, and wherein the test mode is executed on the basis of a plurality of participant records and wherein the participant records comprises participant attributes and wherein the participant attributes include participant record track history.