Dynamic Email Content Engine for Automated Cross-Departmental Campaigns

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Solution Overview

Problem

Businesses face challenges in sending multiple product marketing and cross-selling email messages to subscribers due to overlapping email addresses across departments, leading to inconsistent send volumes and the need for manual email creation and content assignment, which is tedious and computationally intensive.

Innovation Solution

A dynamic email system that automatically assigns relevant content to emails based on a subscriber's persona and content scores, using a persona engine, scoring engine, and content engine to streamline content assignment and reduce database requests, storage requirements, and computational intensity.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If the email system sends multiple email messages to the same subscriber during a given time period, then the business can present multiple product marketing messages to individual subscribers, but the email system may be prevented from sending multiple email messages to the same subscriber during a given time period

Engineering Contradiction:
Improveability to send multiple marketing messagesVSAvoidemail send limit compliance
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The system segments email send limits by department rather than applying a global limit per subscriber. Each department (sales, service, marketing) has its own email send quotas, allowing multiple departments to send emails to the same subscriber within their respective limits. This resolves the contradiction by enabling multiple marketing messages while maintaining reliable control through departmental segmentation.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system dynamically adjusts email send capabilities based on real-time departmental quotas and subscriber preferences. Instead of static global limits, the system continuously monitors and adjusts which departments can send emails to which subscribers, allowing flexible multi-message campaigns while maintaining reliable send limit compliance through dynamic quota management.

Inventive Principle:
Principle #15Dynamics

2Adaptability or versatility

If the business creates email campaigns that cross sell products and services from different departments, then the business can market products selected by the sales department and cross sell service packages from the service department, but overlapping email addresses across departments prevent this

Engineering Contradiction:
Improvecross-selling capabilityVSAvoiddepartmental email coordination
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system merges multiple departmental email campaigns into a single coordinated email message. Instead of sending separate emails from sales and service departments, the system combines their content into one unified email, enabling cross-selling capabilities while reducing departmental coordination complexity through automated content integration.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The email system serves multiple departments and functions through a universal platform that handles sales, service, and marketing emails. This multi-functional system allows any department to send emails to any subscriber subject to their quotas, enabling cross-selling without requiring complex department-specific coordination mechanisms.

Inventive Principle:
Principle #6Universality (Multi-functionality)

3Productivity

If the business creates and sends emails manually when restricted from sending additional emails, then the business can work around email limits, but this requires creating and storing different email templates and manually assigning content, which is tedious, error prone, and computationally intensive

Engineering Contradiction:
Improveworkaround email sendingVSAvoidmanual email creation process
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The system automatically manages email template selection and content assignment based on departmental quotas and subscriber preferences. Instead of requiring manual creation of different templates and content assignment, the system self-services by automatically determining which email template to use and what content to include, improving ease of operation while maintaining productivity through automated decision-making.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system pre-configures email templates and content assignments for different departments and scenarios before email sending is needed. By establishing template hierarchies and content rules in advance, the system eliminates the need for manual template creation and content assignment when emails need to be sent, making the process easier while maintaining productivity through pre-planned configurations.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS11695717B2Dynamic email content engine
Publication Date: 2023.07.04 SALESFORCE INC
  • US11695717B2 patent drawing
  • US11695717B2 patent drawing
  • US11695717B2 patent drawing

AI summary

Disclosed herein are system, method, and computer program product embodiments for a dynamic email content engine. An embodiment operates by selecting a subscriber record from a database. The embodiment adds, i.e., stores, a first content item to a content pool based on a first rule in a set of rules, wherein the first rule is applied based on a characteristic of the content item or a persona record assigned to the subscriber record. The embodiments adds, i.e., stores, a second content item to the content pool based on a second rule in the set of rules. The embodiment ranks the first content item and the second content item in the content pool based on a first priority value and a second priority value. The embodiment assigns the first content item to the subscriber record based on the ranking.