Visitor Progression Management for Web Site Conversion

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Solution Overview

Problem

Web sites struggle to effectively convert visitors into customers due to the impracticality of manual identification of prospective customers and poorly organized metric gathering tools, which fail to determine the aspects of the site contributing to customer affinity and sales.

Innovation Solution

A lead management system that implements a progression level design with customizable levels and conditions, gathering interaction information to evaluate and upgrade or downgrade visitor levels, and generating reports to optimize visitor flow, allowing for real-time customization of the web site experience.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If manual identification and tracking of prospective customers is performed, then customer conversion accuracy is improved, but labor intensity and time consumption increase significantly

Engineering Contradiction:
Improvecustomer identification accuracyVSAvoidtime for manual tracking
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The patent replaces manual mechanical tracking methods with automated electronic systems including cookies, web beacons, and server-side tracking mechanisms. These systems automatically capture visitor behavior data without human intervention, eliminating the time-consuming manual processes while maintaining or improving identification accuracy through systematic data collection and analysis.

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

Solution Approach 2:

The system enables self-service tracking where the website infrastructure automatically monitors and records visitor interactions through embedded tracking code. The system serves itself by automatically gathering data, processing information, and generating reports without requiring external manual effort, thus resolving the contradiction between accuracy and time investment.

Inventive Principle:
Principle #25Self-service

2Loss of information

If comprehensive visitor interaction data is collected, then customer affinity analysis is improved, but data organization and analysis complexity increase

Engineering Contradiction:
Improvevisitor interaction informationVSAvoiddata organization system
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The patent segments visitor interaction data into distinct categories and progression levels (e.g., anonymous, registered, active, loyal customers). By dividing the comprehensive data set into manageable segments based on customer journey stages and behavior patterns, the system maintains complete information while reducing analysis complexity through structured organization.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent introduces intermediary components including progress level design intermediaries and report generation intermediaries that act as mediators between raw data collection and final analysis. These intermediaries process, filter, and organize data automatically, reducing the complexity burden on the overall system while preserving complete visitor interaction information.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Productivity

If marketing automation systems deliver prospects to web sites, then lead generation volume is improved, but follow-up monitoring and conversion effectiveness decrease

Engineering Contradiction:
Improvelead delivery volumeVSAvoidconversion tracking accuracy
Core Design Contradiction:
ProductivityVSMeasurement precision

Solution Approach 1:

The patent implements continuous monitoring of visitor interactions from initial lead delivery through the entire customer journey. Tracking mechanisms remain active throughout the visitor's engagement with the website, continuously collecting data on behavior patterns, page visits, and conversion actions. This continuous action ensures that lead generation volume is maintained while conversion tracking precision is improved through uninterrupted data collection.

Inventive Principle:
Principle #20Continuity of useful action

Solution Approach 2:

The patent establishes feedback loops where conversion data and visitor behavior information are fed back into the marketing automation system. This feedback enables real-time adjustment of tracking parameters and provides insights into conversion effectiveness, thereby maintaining high lead delivery volume while improving measurement precision through data-driven optimization.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS8478868B2Stagnant visitor management for engagement progression on web sites
Publication Date: 2013.07.02 UPLAND SOFTWARE INC
  • US8478868B2 patent drawing
  • US8478868B2 patent drawing
  • US8478868B2 patent drawing

AI summary

A method and system for customizing web sites for visitor to increase the likelihood a visitor becomes deepens the relationship with the web site or becomes a customer is disclosed. A progression level design defines levels and conditions for moving between those levels. At each level, the web site is customized in predetermined ways commensurate with that level. Information on the visitor is gathered to evaluate their level and possibly upgrade or downgrade that level. Reports detail flow of visitors between levels for various time periods. Where that flow is not desired, the progression level design can be changed by adding, removing or changing levels and conditions.