Back to results
US 10,990,924 B2Granted
System and method for variant content management
AssigneeMessagepoint Inc.
InventorsMatthew Wallace, Andrew Lehman, Jeff Janssen
Life of this patent
Estimating the term…
Abstract
A machine implemented method and system for managing variation and customization of content or touchpoints for customer communications management. The touchpoint has a plurality of message zones able to receive messages from variants. Variants are selected from a database by a variant selector operating on a document composition server. The variants are selected based on selector data. The messages of the selected variant are placed into the message zones of the touchpoint and rendered for distribution to customer devices. When a variant at a higher level in the hierarchy is edited by the content creator, the system automatically updates dependent variants.
Claims23
A processing system for composing a new touchpoint variant based on a first touchpoint variant and a second touchpoint variant created from the first touchpoint variant, the each of the first and second touchpoint variants comprising a plurality of message zones including a first message zone, each having a default message content selected from a hierarchical content database and targeting rules for identifying a group of recipients, the processing system comprising:
- a processor, memory and a non-transitory computer readable medium storing instructions that when executed by the processor perform the steps of:
- creating the second touchpoint variant by:
- creating a layout for the second touchpoint variant based on the first touchpoint variant, the second touchpoint variant having a corresponding plurality of new zones including a first new message zone;
- displaying in a user interface, one or more of the plurality of new zones;
- receiving editing input associated with a selected one of the plurality of zones;
- in response to receiving said editing input selecting said selected new zone, updating a list obtained from said hierarchical content database to show only message content from higher up in said hierarchical content database having message content specific to the selected new zone,
- updating the first new message zone with a new message comprising at least one new envelope and at least one new message content wherein each of the at least one the new envelope comprising a priority attribute, the at least one new message content selected from said hierarchical content database based on the priority attribute such that determining which message contents among a plurality of applicable message contents takes precedence in the event that not all of the applicable messages will fit in the first new message zone, comprises selecting message contents having the highest priority that fit within the new message zone;
- in response to receiving input selecting a message content from the list, rendering the message content in said selected new zone for the selected zone,
- in response to receiving another input, creating at least one new additional second message zone for the second touchpoint variant and for each descendant of the second touchpoint variant, said additional second message zone not having a corresponding message zone in said existing touchpoint variant, and
- creating the new touchpoint variant
- creating a layout for the new touchpoint variant based on the second touchpoint variant, the new touchpoint variant having a corresponding plurality of new zones including a first new message zone;
- displaying in a user interface, one or more of the plurality of new zones;
- receiving editing input associated with a selected one of the plurality of zones;
- in response to receiving said editing input selecting said selected new zone, updating a list obtained from said hierarchical content database to show only message content from higher up in said hierarchical content database having message content specific to the selected new zone,
- updating the first new message zone with a new message comprising at least one new envelope and at least one new message content wherein each of the at least one the new envelope comprising a priority attribute, the at least one new message content selected from said hierarchical content database based on the priority attribute such that determining which message contents among a plurality of applicable message contents takes precedence in the event that not all of the applicable messages will fit in the first new message zone, comprises selecting message contents having the highest priority that fit within the new message zone;
- in response to receiving input selecting a message content from the list, rendering the message content in said selected new zone for the selected zone,
- in response to receiving another input, creating at least one new additional second message zone for the new touchpoint variant and for each descendant of the new touchpoint variant, said additional second message zone not having a corresponding message zone in said existing touchpoint variant, and
- outputting the touchpoint to at least one device of the group of recipients identified by the targeting rules.
15 more elements
A machine implemented method for composing a new touchpoint variant based on at least one existing touchpoint variant, the at least one existing touchpoint variant comprising a plurality of message zones each having a default message content selected from a hierarchical content database and targeting rules for identifying a group of recipients, the method comprising:
- creating the second touchpoint variant from the first touchpoint variant by:
- creating a layout for the second touchpoint variant based on the first touchpoint variant, the second touchpoint variant having a corresponding plurality of new zones including a first new message zone;
- displaying in a user interface, one or more of the plurality of new zones;
- receiving editing input associated with a selected one of the plurality of zones;
- in response to receiving said editing input selecting said selected new zone, updating a list obtained from said hierarchical content database to show only message content from higher up in said hierarchical content database having message content specific to the selected new zone,
- updating the first new message zone with a new message comprising at least one new envelope and at least one new message content wherein each of the at least one the new envelope comprising a priority attribute, the at least one new message content selected from said hierarchical content database based on the priority attribute such that determining which message contents among a plurality of applicable message contents takes precedence in the event that not all of the applicable messages will fit in the first new message zone, comprises selecting message contents having the highest priority that fit within the new message zone;
- in response to receiving input selecting a message content from the list, rendering the message content in said selected new zone for the selected zone,
- in response to receiving another input, creating at least one new additional second message zone for the second touchpoint variant and for each descendant of the second touchpoint variant, said additional second message zone not having a corresponding message zone in said existing touchpoint variant, and
- creating the new touchpoint variant from the second touchpoint by:
- creating a layout for the new touchpoint variant based on the second touchpoint variant, the new touchpoint variant having a corresponding plurality of new zones;
- displaying in a user interface, one or more of the plurality of new zones;
- receiving editing input associated with a selected one of the plurality of zones;
- in response to receiving said editing input selecting said selected new zone, updating a list obtained from said hierarchical content database to show only message content from higher up in said hierarchical content database having message content specific to the selected new zone;
- updating the first new message zone with a new message comprising at least one new envelope and at least one new message content wherein each of the at least one the new envelope comprises a priority attribute, the at least one new message content selected from said hierarchical content database based on the priority attribute such that determining which message contents among a plurality of applicable message contents takes precedence in the event that not all of the applicable messages will fit in the first new message zone, comprises selecting message contents having the highest priority that fit within the new message zone;
- and
- in response to receiving input selecting a message content from the list, rendering the message content in said selected new zone for the selected zone,
- in response to receiving another input, creating at least one new additional second message zone for the new touchpoint variant and for each descendant of the new touchpoint variant, said additional second message zone not having a corresponding message zone in said at least one existing touchpoint variant, and
- outputting the touchpoint to at least one device of the group of recipients identified by the targeting rules.
15 more elements
A non-transitory computer readable medium having instructions thereon, which when executed by a computer system comprising a processor and memory, cause the processor to composing a new touchpoint variant based on an at least one existing touchpoint variant, the at least one existing touchpoint variant comprising a plurality of message zones each having a default message content selected from a hierarchical content database and targeting rules for identifying a group of recipients, by performing the steps of:
- creating the second touchpoint variant from the first touchpoint variant by:
- creating a layout for the second touchpoint variant based on the first touchpoint variant, the second touchpoint variant having a corresponding plurality of new zones including a first new message zone;
- displaying in a user interface, one or more of the plurality of new zones;
- receiving editing input associated with a selected one of the plurality of zones;
- in response to receiving said editing input selecting said selected new zone, updating a list obtained from said hierarchical content database to show only message content from higher up in said hierarchical content database having message content specific to the selected new zone,
- updating the first new message zone with a new message comprising at least one new envelope and at least one new message content wherein each of the at least one the new envelope comprising a priority attribute, the at least one new message content selected from said hierarchical content database based on the priority attribute such that determining which message contents among a plurality of applicable message contents takes precedence in the event that not all of the applicable messages will fit in the first new message zone, comprises selecting message contents having the highest priority that fit within the new message zone;
- in response to receiving input selecting a message content from the list, rendering the message content in said selected new zone for the selected zone,
- in response to receiving another input, creating at least one new additional second message zone for the second touchpoint variant and for each descendant of the second touchpoint variant, said additional second message zone not having a corresponding message zone in said existing touchpoint variant, and
- creating the new touchpoint variant from the second touchpoint by:
- creating a layout for the new touchpoint variant based on the second touchpoint variant, the new touchpoint variant having a corresponding plurality of new zones;
- displaying in a user interface, one or more of the plurality of new zones;
- receiving editing input associated with a selected one of the plurality of zones;
- in response to receiving said editing input selecting said selected new zone, updating a list obtained from said hierarchical content database to show only message content from higher up in said hierarchical content database having message content specific to the selected new zone,
- updating the first new message zone with a new message comprising at least one new envelope and at least one new message content wherein each of the at least one the new envelope comprises a priority attribute, the at least one new message content selected from said hierarchical content database based on the priority attribute such that determining which message contents among a plurality of applicable message contents takes precedence in the event that not all of the applicable messages will fit in the first new message zone, comprises selecting message contents having the highest priority that fit within the new message zone;
- and in response to receiving input selecting a message content from the list, rendering the message content in said selected new zone for the selected zone,
- in response to receiving another input, creating at least one new additional second message zone for the new touchpoint variant and for each descendant of the new touchpoint, said additional second message zone not having a corresponding message zone in said at least one existing touchpoint variant, and
- outputting the touchpoint to at least one device of the group of recipients identified by the targeting rules.
14 more elements
Dependencies are inferred from the claim text.