Machine Learning Models for Advocacy Message Personalization

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Solution Overview

Problem

Current advocacy systems lack the ability to personalize messages effectively for advocates and policymakers, relying on pre-written templates and manual effort, which limits their ability to optimize outcomes and resource allocation on successful campaigns.

Innovation Solution

The implementation of machine learning models that analyze data from previous interactions and messages to customize message content based on personal profiles and outcomes, optimizing message characteristics for improved action rates and resource allocation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If pre-written message templates are used for advocacy campaigns, then resource allocation is simplified and manual effort is reduced, but message personalization is limited and action rates cannot be optimized

Engineering Contradiction:
Improveease of message creationVSAvoidmessage personalization
Core Design Contradiction:
Ease of manufactureVSAdaptability or versatility

Solution Approach 1:

The system dynamically generates message content by combining template structures with real-time data from personal profiles and interaction histories. Messages transition from static pre-written templates to dynamic, personalized content that adapts to each advocate and policymaker combination, resolving the contradiction between ease of creation and personalization capability

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system automatically selects and customizes message content without manual intervention by leveraging machine learning models that analyze personal profiles, interaction outcomes, and advocate-policymaker relationships. This self-service approach maintains resource efficiency while achieving high-level personalization

Inventive Principle:
Principle #25Self-service

2Adaptability or versatility

If manual message customization is performed for each advocate and policymaker, then message personalization is improved, but resource allocation becomes inefficient and manual effort increases

Engineering Contradiction:
Improvemessage personalizationVSAvoidresource allocation efficiency
Core Design Contradiction:
Adaptability or versatilityVSProductivity

Solution Approach 1:

Machine learning models serve as intermediaries between the advocacy system and message content generation. These models automatically process personal profile data, interaction histories, and relationship information to generate personalized messages, eliminating the need for manual customization while maintaining high personalization quality and resource efficiency

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system changes key parameters of message content (subject lines, body text, call-to-action phrasing) based on analyzed data from personal profiles and interaction outcomes. This automated parameter adjustment achieves personalized messaging at scale without manual effort, resolving the productivity-personalization contradiction

Inventive Principle:
Principle #35Parameter changes

3Productivity

If machine learning models analyze data from previous interactions to customize messages, then action rates are improved and personalization is enhanced, but system complexity increases

Engineering Contradiction:
Improveaction rateVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system segments the complexity of message personalization into distinct machine learning models that handle specific functions: one model analyzes personal profiles, another evaluates interaction outcomes, and a third generates optimized message content. This segmentation manages system complexity while achieving high action rates through sophisticated personalization

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS11451497B2Use of machine-learning models in creating messages for advocacy campaigns
Publication Date: 2022.09.20 FISCALNOTE INC
  • US11451497B2 patent drawing
  • US11451497B2 patent drawing
  • US11451497B2 patent drawing

AI summary

An advocacy system uses trained machine learning models to create messages that are sent to advocates or policymakers to achieve desired outcomes for an organization. Desired outcomes can include, for example: an advocate sending a message to a policymaker or legislative representative advocating in favor or the organization's position on an issue; a policymaker acting or voting in favor of the organization's position on an issue; or an advocate making a financial contribution to the organization. The machine learning models can be configured to select possible message characteristics or features that the system will include/use in creating/sending messages to/for individual senders and recipients. The machine learning models can be trained based on message characteristics, personal profile characteristics of senders/recipients, and outcomes from previously sent messages. Personal profile characteristics of senders/recipients can indicate correlations between certain message characteristics and certain outcomes of sending messages.