Interaction-Stage Segmentation for Targeted Automated Messages

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Solution Overview

Problem

Existing messaging systems often send redundant information to wide audiences, leading to network traffic burdens and inefficient targeting of consumers, who feel inundated with poorly targeted marketing.

Innovation Solution

A message generating system that segments user interactions into stages (awareness, consideration, decision, and conversion) to customize messaging, reducing network traffic by refining recipient lists based on user interactions and inquiries.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If promotional information is disseminated to wide audiences, then service providers can reach more potential customers, but network data traffic increases and resources are consumed

Engineering Contradiction:
Improvecustomer reachVSAvoidnetwork data traffic
Core Design Contradiction:
ProductivityVSQuantity of substance

Solution Approach 1:

The patent segments the wide audience into distinct user categories based on interaction stages (awareness, consideration, decision, conversion). This segmentation allows the system to send targeted promotional information only to users at appropriate stages, reducing unnecessary network traffic while maintaining effective customer reach.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent applies local quality by customizing messaging content and delivery timing according to each user's specific interaction stage. Different user categories receive different types of promotional information, ensuring that network resources are used efficiently by sending only relevant content to each user segment.

Inventive Principle:
Principle #3Local quality

2Productivity

If promotional information is sent to all users, then service providers can maximize marketing coverage, but users feel inundated with redundant information

Engineering Contradiction:
Improvemarketing coverageVSAvoiduser experience degradation
Core Design Contradiction:
ProductivityVSObject-affected harmful factors

Solution Approach 1:

By dividing users into interaction-based categories, the system ensures that each user receives promotional information appropriate to their current stage in the customer journey. This prevents users from receiving redundant messages they have already encountered or no longer find relevant, thereby maintaining marketing coverage while improving user experience.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Instead of sending the same promotional information to all users, the patent inverts the approach by sending different information based on user responses and interaction stages. Users who have already shown interest receive different messaging than those who have not, eliminating redundancy while preserving comprehensive marketing coverage.

Inventive Principle:
Principle #13The other way round (Inversion)

3Adaptability or versatility

If messaging is customized for individual users, then user experience improves, but system complexity increases

Engineering Contradiction:
Improvemessaging personalizationVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent reduces system complexity by segmenting users into a limited number of interaction stages (awareness, consideration, decision, conversion) rather than creating fully individualized messaging for each user. This segmented approach provides personalized messaging at scale while maintaining manageable system complexity through standardized category-based rules.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS12425364B2Audience segmentation prioritization in support of personalization for automated message generation
Publication Date: 2025.09.23 TRUIST BANK
  • US12425364B2 patent drawing
  • US12425364B2 patent drawing
  • US12425364B2 patent drawing

AI summary

A message generating system disseminates to each of multiple user devices first information items each associated with at least a respective one of multiple services made available by a first entity. When access indicative signals are received via a network connection, each prompted by a respective one of the user devices accessing at least one of the first information items, the system stores a respective awareness-stage record for each received access indicative signal, thereby recording that the respective user entity accessed at least one of the first information items. For each user entity for which a respective awareness-stage record is stored, a second item is generated and sent including information of a particular service associated with at least one first information item. User entities for which a second item was not generated are excluded as having not accessed a first item. The exclusion reduces data traffic on the network connection.