Dynamic Post-Transaction Offer Control via Trust Indicators

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Solution Overview

Problem

E-commerce platforms face challenges in managing post-transaction offers, as conventional solutions either block all offers indiscriminately, leading to lost sales opportunities or waste resources, or allow them without control, potentially negatively impacting customer experience due to inability to determine real-time customer responses.

Innovation Solution

A method and system for dynamically controlling the presentation of post-transaction offers based on historical customer response data, using trust indicators to determine whether to provide or block offers in real-time, allowing enhanced presentation formats for positive responses and blocking for negative responses.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If post-transaction offers are blocked across all stores, then customer experience is protected from negative impacts, but sales opportunities are lost

Engineering Contradiction:
Improvecustomer experience qualityVSAvoidsales opportunity capture
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system applies different trust indicators to different online stores based on their historical customer response data. Stores with positive customer responses receive approval to display post-transaction offers, while stores with negative responses have offers blocked. This local differentiation resolves the contradiction by allowing sales opportunities at trustworthy stores while protecting customer experience at stores with poor offer history.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The system dynamically changes the parameter of offer presentation based on the trust indicator value. When the trust indicator exceeds a threshold, offers are presented; when it falls below, offers are blocked. This parameter-based dynamic control allows the system to adapt between protecting customer experience and capturing sales opportunities based on real-time trust assessments.

Inventive Principle:
Principle #35Parameter changes

2Productivity

If post-transaction offers are allowed without control, then sales opportunities are maximized, but computer processing resources are wasted on unattractive offers

Engineering Contradiction:
Improvesales opportunity captureVSAvoidcomputer processing resource waste
Core Design Contradiction:
ProductivityVSLoss of energy

Solution Approach 1:

The system performs preliminary assessment of customer response history before presenting post-transaction offers. By calculating trust indicators based on historical data in advance, the system pre-determines which stores should receive offers, avoiding waste of processing resources on stores where offers would be ignored or rejected.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system uses historical customer response data to automatically determine trust indicators and make decisions about offer presentation. This self-service mechanism eliminates the need for manual review of each offer-customer pairing, reducing processing resource requirements while maintaining effective offer delivery.

Inventive Principle:
Principle #25Self-service

3Adaptability or versatility

If manual determination of customer response is used, then offer presentation can be customized, but real-time control during transaction process is insufficient

Engineering Contradiction:
Improveoffer presentation customizationVSAvoidreal-time control capability
Core Design Contradiction:
Adaptability or versatilityVSSpeed

Solution Approach 1:

The system uses historical customer response data as feedback to automatically calculate trust indicators and determine whether to present offers. This feedback loop enables the system to adapt offer presentation based on past customer behavior patterns, achieving customization without manual intervention while maintaining real-time control speed.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system replaces manual human judgment (mechanical system) with automated algorithms that calculate trust indicators based on historical data. This substitution maintains the adaptability and customization of manual review while achieving real-time processing speed required during the transaction process.

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

Data Source

PatentUS11403658B1Systems and methods for providing post-transaction offers
Publication Date: 2022.08.02 SHOPIFY INC
  • US11403658B1 patent drawing
  • US11403658B1 patent drawing
  • US11403658B1 patent drawing

AI summary

Systems and methods for selectively providing post-transaction offers are described. During a transaction process for a first transaction associated with an online store, a request to provide a post-transaction offer is received. A first trust indicator associated with the online store is determined. The first trust indicator is based on historical customer response to the same or a different post-transaction offer. After determining that the first trust indicator satisfies a first trust threshold, the post-transaction offer is provided after completion of the first transaction.