Email Template Autofill for Personalization Accuracy

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Solution Overview

Problem

In business, educational, or social settings, sending similar electronic messages to multiple recipients is time-consuming and prone to errors due to the need for manual changes, often resulting in incorrect information being sent to the wrong recipients.

Innovation Solution

Automatically generating email/messaging templates by comparing similar messages to identify common and unique elements, allowing for data-driven autofill of personalized content, reducing manual input and errors.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If manual creation of each successive message is performed, then messages can be personalized for each recipient, but time consumption and computational waste increase significantly

Engineering Contradiction:
Improvemessage personalizationVSAvoidtime consumption
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The system performs preliminary actions by automatically generating a template from a first message and storing it for future use. This template contains placeholders for variable elements, eliminating the need to manually recreate the message structure for each recipient. When sending subsequent messages, the system only needs to populate the template with specific recipient data, dramatically reducing time consumption while maintaining personalization.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system creates a reusable template by copying the structure and common elements from the first message. This template serves as a master copy that can be instantiated multiple times with different data, replacing the need to manually copy and edit the entire message for each recipient. The copying process captures the immutable portions of the message while identifying variable elements for automatic population.

Inventive Principle:
Principle #26Copying

2Ease of operation

If manual creation of each successive message is performed, then messages can be customized, but errors in information accuracy increase

Engineering Contradiction:
Improvemessage customizationVSAvoidinformation accuracy
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The system incorporates feedback mechanisms by comparing subsequent messages against the original template to identify elements that should remain consistent. This automatic comparison and validation process ensures that common elements are not accidentally modified, reducing errors. The system also validates populated data against the template structure, providing feedback on data quality and consistency.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The template generation performs preliminary validation by establishing the correct structure and expected data formats before messages are created. This pre-defined framework guides the population process, ensuring that data is inserted in the correct locations with appropriate formatting, thereby reducing errors in information accuracy.

Inventive Principle:
Principle #10Preliminary action

3Measurement precision

If manual searching of data sources is performed for each message, then accurate recipient-specific information can be obtained, but computational waste increases

Engineering Contradiction:
Improveinformation accuracyVSAvoidcomputational waste
Core Design Contradiction:
Measurement precisionVSLoss of energy

Solution Approach 1:

The system performs preliminary data extraction by identifying which data elements are needed for message personalization during the template generation phase. This allows for optimized data retrieval strategies, such as pre-fetching or caching relevant data, reducing the computational overhead of searching data sources for each individual message while maintaining information accuracy.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The template serves multiple functions: it defines the message structure, identifies required data elements, and guides the data population process. This multi-functionality eliminates the need for separate data searching and message creation processes, reducing computational waste while ensuring accurate recipient-specific information is obtained through a streamlined workflow.

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

Data Source

PatentUS10984186B2Smart electronic mail and messaging templates
Publication Date: 2021.04.20 MICROSOFT TECHNOLOGY LICENSING LLC
  • US10984186B2 patent drawing
  • US10984186B2 patent drawing
  • US10984186B2 patent drawing

AI summary

Automatic generation of electronic messaging templates is provided. After a first email/message is generated and used, a second or a plurality of subsequent messages may be compared against the first or other similar emails/messages. Common elements among the similar emails/messages and elements not in common in the compared emails/messages are identified. An email/message template is automatically generated having textual content comprising all elements (e.g., text) common to each compared email/message and having highlighting components, such as an “XXX” or other acceptable highlighting notation at a location in the textual content corresponding to each uncommon element. Upon subsequent use, when a sender opens the template and enters any information particular to the intended recipient, that information may be used to query a database or other data source for information that may be used to automatically fill-in (autofill) each highlighted uncommon element in the template.