Contextual Site Visitor Engagement Element Mapping

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Solution Overview

Problem

Existing customer engagement systems require technical expertise to build and manage engagement rules, making them complex, error-prone, and inaccessible to non-technical users, as they rely on server-side solutions that do not consider contextual information and require knowledge of HTML and CSS.

Innovation Solution

A client-side contextual engagement system that includes a user-friendly tool for mapping page elements and building site rules, allowing administrators to associate user-defined names with page elements without needing to understand CSS selectors, using a bookmarklet-based element mapping module that highlights eligible elements and generates mapping outputs for site rule creation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Extent of automation

If server-side engagement rules are used to determine customer engagement, then engagement can be automated, but the system requires technical expertise in HTML and CSS to build and manage rules

Engineering Contradiction:
Improveengagement automationVSAvoidrule building complexity
Core Design Contradiction:
Extent of automationVSEase of operation

Solution Approach 1:

The patent introduces a visual page element selector tool as an intermediary between the user and the engagement rule system. This tool allows users to click on page elements to automatically generate CSS selectors, eliminating the need for users to manually write or understand CSS code. The intermediary translates simple user actions (clicking elements) into the technical language (CSS selectors) required by the engagement rules, thus maintaining automation while dramatically simplifying operation.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system enables self-service by allowing users to build engagement rules through intuitive visual selection rather than requiring programming expertise. Users can independently configure engagement rules by selecting page elements through the visual tool, which automatically generates the necessary technical specifications. This self-service capability eliminates the need for technical expertise while maintaining full functionality of the automated engagement system.

Inventive Principle:
Principle #25Self-service

2Measurement precision

If CSS selectors are used to identify page elements for engagement rules, then precise element targeting is achieved, but the process becomes technical and error-prone for non-technical users

Engineering Contradiction:
Improveelement targeting precisionVSAvoidrule creation accuracy
Core Design Contradiction:
Measurement precisionVSReliability

Solution Approach 1:

The patent replaces the manual mechanical process of writing CSS selectors with an automated computational system. Instead of users manually constructing CSS selector strings (a error-prone mechanical process), the system automatically generates selectors through programmatic analysis of user clicks and page structure. This substitution eliminates typing errors and syntax mistakes while maintaining precise element targeting through automated selector generation.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Manufacturing precision

If engagement rules are built manually with CSS selectors, then specific page elements can be targeted, but the process is time-consuming and tedious

Engineering Contradiction:
Improveelement selection precisionVSAvoidrule building speed
Core Design Contradiction:
Manufacturing precisionVSProductivity

Solution Approach 1:

The system performs preliminary action by pre-generating and caching CSS selectors for all page elements before the user needs to create engagement rules. When users click on elements during rule creation, the system has already prepared the selector information, eliminating the time-consuming process of manual selector construction. This preliminary preparation dramatically accelerates the rule building process while maintaining precise element selection.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS10425501B2Element mapping and rule building systems and methods for contextual site visitor engagement
Publication Date: 2019.09.24 MOXIE SOFTWARE
  • US10425501B2 patent drawing
  • US10425501B2 patent drawing
  • US10425501B2 patent drawing

AI summary

A new element mapper is provided for mapping elements of a page using user-provided or automatically generated terms or names. Specifically, a user may direct an application displaying a page to enter into an in-context element mapping mode, in which page elements eligible for mapping may be identified and highlighted whenever one is moused or hovered over. Responsive to the user selecting a page element of interest, the element mapper may provide a dialog with an input field. The dialog may be displayed near the page element of interest or as part of the page. Based on a user-provided or automatically generated name, the element mapper may generate a mapping output and store it in association with a selector for the page element of interest. The mapping output can be used to build a site rule in context of the page element of interest.