Visual Conditional Activation Workflows for Unified Digital Channels
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Solution Overview
Problem
Existing systems struggle to provide unified customer experiences across multiple channels and business units, leading to inconsistent customer interactions and inefficient use of resources in digital advertising and marketing.
Innovation Solution
A computer-implemented method using a graphical user interface with a virtual canvas and palette of icons to visually define customer journeys, allowing for drag-and-drop operations to create personalized interactions across channels, with automated audience segmentation and real-time retargeting based on predefined rules and conditions.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of operation
If traditional forms, spreadsheets, or database rows are used to specify orders or instructions, then data can be submitted between computer systems, but the system becomes difficult for non-specialists to use and requires specialized knowledge
Solution Approach 1:
The patent introduces a visual programming interface as an intermediary layer between the user and the complex integration system. This interface uses drag-and-drop icons and visual workflows to represent complex channel integrations and customer journey orchestration, shielding non-specialist users from the underlying complexity while enabling sophisticated marketing automation across multiple channels.
2Adaptability or versatility
If customer journey orchestration tools use a limited set of data and varying channel rules, then integrations can be established, but the system requires complex integrations to connect channels and cannot provide unified customer experiences
Solution Approach 1:
The patent creates a universal visual programming platform that can handle multiple data sources, channels, and customer journey stages through a single unified interface. The system uses standardized visual blocks that can be configured to work with various channels (email, mobile, web, social media) and data types, eliminating the need for separate integration approaches for each channel while maintaining adaptability to different business requirements.
3Adaptability or versatility
If all audiences are treated the same at the campaign level, then simple campaign management is achieved, but personalization and customer experience quality deteriorate
Solution Approach 1:
The patent implements automatic audience segmentation by visually dividing the customer base into distinct segments based on their interactions, behaviors, and journey stage. The system uses visual conditional logic blocks to automatically segment audiences without requiring manual configuration, enabling personalized experiences for different customer groups while simplifying the complexity through automation rather than exposing it to users.
4Adaptability or versatility
If visual programming is applied to new domains with specialized requirements, then domain-specific functionality can be achieved, but the application becomes challenging and requires inventive design choices and different architecture
Solution Approach 1:
The patent performs preliminary action by pre-configuring domain-specific visual libraries and templates for marketing automation, customer journey orchestration, and channel integration. These pre-built visual components encapsulate complex domain logic and architecture decisions, allowing users to apply visual programming to new domains without having to recreate the underlying architecture, thus achieving domain-specific functionality while hiding architectural complexity.
Data Source
AI summary
A host computer is programmed to receive input specifying definitions of two or more stages, each of the stages representing an attribute of one or more end-user profiles that have undertaken one or more interactions, using computing devices associated with the end-user profiles, with one or more networked computers. For each stage, the user computer can interoperate with a graphical user interface comprising a virtual canvas, a palette comprising a plurality of different graphical icons each representing at least an entry condition and an activation order for digital presentation of information. Visual selection and dragging operations can move copies of an entry condition icon and an activation icon from the palette to the virtual canvas. An entry condition icon is defined using rules to match one or more subsets of the end-user profiles and one or more subsets of the interactions. An activation icon has order attributes order for the digital presentation of information. Based on a visual definition of a stage, the host computer can automatically form and transmit, to one or more digital presentation channels, a particular activation order to execute the digital presentation of information to the one or more subsets of the end-user profiles based on the one or more order attributes.