# US 12,003,598 B2 · Method and system for segmentation as a service > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 12,003,598 B2 - Document ID: US12003598B2 - Status: Granted - Kind: B2 - Application number: 17/867,587 - Filed: 2022-07-18 - Published: 2023-01-12 - Granted: 2024-06-04 - Earliest claimed: 2017-07-31 - Assignees: Fanplayr Inc. - Applicants: Fanplayr, Inc. - Inventors: Rajiv Sunkara; Simon Yencken; Derek Adelman - Web page: https://patentgrep.com/patent/US12003598B2 ## CPC - H04L 67/535: {Tracking the activity of the user (network monitoring arrangements H04L43/00; recording of computer activity G06F11/34)} - G06F 3/0482: Interaction with lists of selectable items, e.g. menus - G06F 16/957: Browsing optimisation, e.g. caching or content distillation - G06Q 30/0204: Market segmentation - G06Q 30/0271: {Personalized advertisement} - H04L 51/02: using automatic reactions or user delegation, e.g. automatic replies or chatbot-generated messages - H04L 67/306: User profiles - H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M) - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract The technology disclosed relates to causing delivery of Segmentation as a Service™ (SegAAS) instrumentation code and segment processing code to run on a user's machine and generate data that tracks a user session on a website, receiving and processing data from the user session and invoking callback function code, configured to run on the user's machine, that performs actions specified by the website's operator, as triggered by delivery of segment codes. Also included is receiving readings from the user session, analyzing the data to track progress of the session, and generating segment codes that characterize results of the analysis in an actionable way specified by rules provided by the website operator. Further included are repeatedly causing delivery of updated lists of the segment codes based on the analyzing of the progress and timing delivery of unsolicited actions directed to retaining the visitor and extending the user session with the website. ## Claims ### Claim 1 A method of supplying Segmentation as a Service™ (abbreviated SegAAS), in a system including a web server, a user client machine, and an SegAAS server, each operated by a distinct operator, the method including: responsive to a request from software running on the user client machine, either the web server or the SegAAS server sending instrumentation code that is configured to run on the user client machine and generate instrument readings that track a user session during a visit to a website and sending listener code that is configured to run on the user client machine and cause conditional triggering of actions specified by an operator of the website through a callback, the conditional triggering responsive to codes in a list of segment codes; receiving at the SegAAS server the instrument readings and analyzing the instrument readings to track progress and time on the website during the visit; the SegAAS server generating and updating a plurality of the segment code lists that identify user segments according to parameters or rules specified by the operator of the website that take into account the time visiting the website, and repeatedly pushing to the user client machine the updated lists of the segment codes; whereby the listener code processes each updated list, and causes conditional triggering of a recommendation service through a callback that provides product and/or content recommendations that corresponds to at least one segment code in one of the updated lists at a time directed to extending the visit to the website or converting the visit to a purchase. ### Claim 2 (depends on 1) The method of claim 1, further including the SegAAS server: using received data to determine a margin on contents of a shopping cart and using the margin to add a user segment code to the updated lists. ### Claim 3 (depends on 1) The method of claim 1, further including the SegAAS server: using received data to determine a value of contents of a shopping cart and using the value to add a user segment code to the updated lists. ### Claim 4 (depends on 1) The method of claim 1, further including the SegAAS server: using received data to look up historical information regarding a user who is conducting the user session; and using the historical information when the analyzing the instrument readings to generate and update the list of segment codes. ### Claim 5 (depends on 1) The method of claim 1, further including the SegAAS server: providing a graphical user interface for creation of the parameters or rules; receiving from the operator, through the graphical user interface, instructions for creating the parameters or rules; and persisting the parameters or rules for use when analyzing the instrument readings. ### Claim 6 (depends on 1) The method of claim 1, further including receiving from the operator of the website a time threshold in the parameters or rules to control performance of an unsolicited action after the time directed by the time threshold. ### Claim 7 (depends on 1) The method of claim 1, further including: the user client machine running a SegAAS library; wherein the SegAAS library receives the pushed updated lists of the segment codes and passes the updated lists to the listener code. ### Claim 8 (depends on 1) The method of claim 1, further including the listener code configured to conditionally trigger a chatbot service through a callback and provide an informed, automated response to the user client machine. ### Claim 9 (depends on 1) The method of claim 1, further including the listener code configured to conditionally trigger a popup through a callback and use an email management service during the user session with the website. ### Claim 10 (depends on 1) The method of claim 1, further including the listener code configured to conditionally trigger a popup with a personalized message through a callback that is offered for a constrained period of time during the user session with the website. ### Claim 11 A non-transitory computer readable storage media loaded with instructions that, when executed on at least one server, cause the server system to perform a method including: responsive to a request from software running on a user client machine, either a web server or a SegAAS server sending instrumentation code that is configured to run on the user client machine and generate instrument readings that track a user session during a visit to a website and sending listener code that is configured to run on the user client machine and cause conditional triggering of actions specified in the listener code by an operator of the website, the conditional triggering responsive to codes in a list of segment codes; receiving at the SegAAS server the instrument readings and analyzing the instrument readings to track progress and time on the website during the visit; the SegAAS server generating and updating a plurality of the segment code lists that identify user segments according to parameters or rules specified by the operator of the website that take into account the time visiting the website, through a callback, and repeatedly pushing to the user client machine the updated lists of the segment codes; whereby the listener code processes each updated list, and causes conditional triggering of a recommendation service through a callback that provides product and/or content recommendation that corresponds to at least one segment code in one of the updated lists at a time directed to extending the visit to the website or converting the visit to a purchase. ### Claim 12 (depends on 11) The non-transitory computer readable storage media of claim 11, loaded with instructions that, when executed on at least one server, cause the server system to perform a method further including the SegAAS server using received data to determine a margin on contents of a shopping cart and using the margin to add a user segment code to the updated lists. ### Claim 13 (depends on 11) The non-transitory computer readable storage media of claim 11, loaded with instructions that, when executed on at least one server, cause the server system to perform a method further including the SegAAS server using received data to determine a value of contents of a shopping cart and using the value to add a user segment code to the updated lists. ### Claim 14 (depends on 11) The non-transitory computer readable storage media of claim 11, loaded with instructions that, when executed on at least one server, cause the server system to perform a method further including the SegAAS server: using received data to look up historical information regarding a user who is conducting the user session; and using the historical information when the analyzing the instrument readings to generate and update the list of segment codes. ### Claim 15 (depends on 11) The non-transitory computer readable storage media of claim 11, loaded with instructions that, when executed on at least one server, cause the server system to perform a method further including the SegAAS server: providing a graphical user interface for creation of the parameters or rules; receiving from the operator, through the graphical user interface, instructions for creating the parameters or rules; and persisting the parameters or rules for use when analyzing the instrument readings. ### Claim 16 (depends on 11) The non-transitory computer readable storage media of claim 11, wherein the listener code is further configured to conditionally trigger a chatbot service and provide an informed, automated response to the user client machine. ### Claim 17 (depends on 11) The non-transitory computer readable storage media of claim 11, wherein the listener code configured to conditionally trigger a popup and use an email management service during the user session with the website. ### Claim 18 A system including a user client machine and a Segmentation as a Service™ (abbreviated SegAAS) server, in communication with a web server, each operated by a distinct operator, the system configurable to carry out a method including: the user client machine making a request to a website and receiving from either the web server or the SegAAS server: instrumentation code that is configured to generate instrument readings that track a user session during a visit to a website; and listener code that is configured to cause conditional triggering of actions specified in the listener code by an operator of the website, through a callback, the conditional triggering responsive to codes in a list of segment codes; the SegAAS server: receiving the instrument readings from the user session during the visit; analyzing the instrument readings to track progress and time on the website during the visit; generating and updating a plurality of the segment code lists that identify user segments according to parameters or rules specified by the operator of the website that take into account the time visiting the website; and repeatedly pushing to the user client machine the updated lists of the segment codes; and the listener code processing each updated list and causing conditional triggering of a recommendation service through a callback that provides product and/or content recommendation that corresponds to at least one segment code in one of the updated lists, at a time directed to extending the visit to the website or converting the visit to a purchase. ### Claim 19 (depends on 18) The system of claim 18, further configurable to perform a method including the SegAAS server using received data to determine a margin on contents of a shopping cart and using the margin to add a user segment code to the updated lists. ### Claim 20 (depends on 18) The system of claim 18, further configurable to perform a method including the SegAAS server using received data to determine a value of contents of a shopping cart and using the value to add a user segment code to the updated lists. ### Claim 21 (depends on 18) The system of claim 18 further configurable to perform a method including the SegAAS server: using received data to look up historical information regarding a user who is conducting the user session; and using the historical information when analyzing the instrument readings to generate and update the list of segment codes. ### Claim 22 (depends on 18) The system of claim 18, further configurable to perform a method including the SegAAS server: providing a graphical user interface for creation of the parameters or rules; receiving from the operator, through the graphical user interface, instructions for creating the parameters or rules; and persisting the parameters or rules for use when analyzing the instrument readings. ### Claim 23 (depends on 18) The system of claim 18, wherein the listener code is further configurable to conditionally trigger a chatbot service and provide an informed, automated response to the user client machine. ### Claim 24 (depends on 18) The system of claim 18, wherein the listener code is further configurable to conditionally trigger a popup and use an email management service during the user session with the website.