# US 12,182,794 B2 · System and method for link-initiated user engagement and retention

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- Number: US 12,182,794 B2
- Document ID: US12182794B2
- Status: Granted
- Kind: B2
- Application number: 18/593,911
- Filed: 2024-03-03
- Published: 2024-06-27
- Granted: 2024-12-31
- Earliest claimed: 2019-07-29
- Assignees: Taptext LLC
- Applicants: TapText llc
- Inventors: Steve Doumar; David Teodosio
- Web page: https://patentgrep.com/patent/US12182794B2

## CPC

- G06Q 30/0207: Discounts or incentives, e.g. coupons or rebates
- G06N 20/00: Machine learning
- G06Q 10/107: Computer-aided management of electronic mailing [e-mailing]
- G06Q 10/40: Business processes related to social networking or social networking services
- G06Q 20/3276: {using a pictured code, e.g. barcode or QR-code, being read by the M-device}
- G06Q 20/401: {Transaction verification}
- G06Q 20/4014: {Identity check for transactions}
- G06Q 30/018: Certifying business or products
- G06Q 30/0242: Determining effectiveness of advertisements
- G06Q 30/0251: Targeted advertisements
- H04L 51/04: Real-time or near real-time messaging, e.g. instant messaging [IM]
- H04L 51/063: Content adaptation, e.g. replacement of unsuitable content
- H04L 51/18: Commands or executable codes
- H04L 51/216: Handling conversation history, e.g. grouping of messages in sessions or threads
- H04N 21/47202: {for requesting content on demand, e.g. video on demand}
- H04N 21/47815: {Electronic shopping (payment schemes, payment architectures or payment protocols for electronic shopping systems G06Q20/12)}
- H04N 21/4788: communicating with other users, e.g. chatting {(arrangements for providing for computer conferences, e.g. chat rooms, to substation in data switching networks H04L12/1813; distributed application using peer-to-peer [P2P] networks H04L67/104)}
- H04N 21/812: {involving advertisement data (advertising per se G06Q30/02)}
- H04W 4/12: Messaging; Mailboxes; Announcements
- H04W 4/23: for mobile advertising
- H04W 4/80: Services using short range communication, e.g. near-field communication [NFC], radio-frequency identification [RFID] or low energy communication
- G06Q 2220/00: Business processing using cryptography
- 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
- G06N: COMPUTING ARRANGEMENTS BASED ON SPECIFIC COMPUTATIONAL MODELS
- H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M)
- H04N: PICTORIAL COMMUNICATION, e.g. TELEVISION
- H04W: WIRELESS COMMUNICATION NETWORKS (broadcast communication H04H; communication systems using wireless links for non-selective communication, e.g. wireless extensions H04M1/72)

## Abstract

A system and method for dynamic-link initiated user engagement and retention which employs a dynamic rules engine, utilizing a range of engagement rules and device-specific context to generate personalized deep links. As a user interacts with the platform, the rules engine assesses their behaviors, preferences, and past interactions. Leveraging this data, the engine constructs deep links tailored to the user's profile and device attributes. For instance, if an inactive user previously showed interest in a specific product category, the engine might craft a deep link offering an exclusive discount within that category, optimized for the user's device. These deep links are then seamlessly delivered via auto-populated text messages, emails, push notifications, or other channels. By providing direct access to enticing content, promotions, or features, the system re-engages users, enhancing customer retention and fostering active, ongoing engagement.

## Claims

### Claim 1

A system for link-initiated user engagement and retention, comprising:
a computing device comprising a processor, a memory, and a first plurality of programming instructions stored in the memory and operable on the processor, wherein the first plurality of programming instructions, when operating on the processor, cause the computing device to:
generate a passive call-to-action comprising a first uniform resource identifier (URI) configured to provide a first deep link to a messaging application on a mobile device and a payload, the payload comprising a pre-populated message suitable for display in the messaging application;
upon receipt of a message substantially corresponding to the payload and associated mobile device metadata, check if there is an active mobile device record associated with the mobile device;
wherein there is no active mobile device record associated with the mobile device, create and store an active mobile device record to be associated with the mobile device, the created active mobile device record comprising at least the mobile device metadata;
send a confirmation message to the mobile device responsive to the creation of the active mobile device record associated with the mobile device;
wherein there is an active mobile device record associated with the mobile device, forward the message to a rules engine;
the rules engine comprising a second plurality of programming instructions stored in the memory and operable on the processor, wherein the second plurality of programming instructions, when operating on the processor, cause the rules engine to:
receive the message;
retrieve at least historical interaction data associated with the mobile device from the active mobile device record associated with the mobile device;
retrieve an engagement rule associated with the payload, wherein the engagement rule comprises engagement instructions; and
use the active mobile device record associated with the mobile device, the historical interaction data, and the engagement instructions to generate a second URI configured to provide a second deep link to the messaging application on the mobile device.

### Claim 2 (depends on 1)

The system of claim 1, wherein the mobile device metadata comprises a time and a context of action.

### Claim 3 (depends on 1)

The system of claim 1, wherein the active mobile device record further comprises user profile information, a purchase history, and at least one user preference.

### Claim 4 (depends on 1)

The system of claim 1, further comprising a database stored in a non-volatile data storage device, the database comprising a plurality of engagement rules.

### Claim 5 (depends on 4)

The system of claim 4, wherein the engagement rule is retrieved from the database.

### Claim 6

A method for link-initiated user engagement and retention, comprising the steps of:
generating a passive call-to-action comprising a first uniform resource identifier (URI) configured to provide a first deep link to a messaging application on a mobile device and a payload, the payload comprising a pre-populated message suitable for display in the messaging application;
upon receipt of a message substantially corresponding to the payload and associated mobile device metadata, checking if there is an active mobile device record associated with the mobile device;
wherein there is no active mobile device record associated with the mobile device, creating and storing an active mobile device record to be associated with the mobile device, the created active mobile device record comprising at least the mobile device metadata;
sending a confirmation message to the mobile device responsive to the creation of the active mobile device record associated with the mobile device;
wherein there is an active mobile device record associated with the mobile device, forwarding the message to a rules engine;
receiving, using the rules engine, the message;
retrieving, using the rules engine, at least historical interaction data associated with the mobile device from the active mobile device record associated with the mobile device;
retrieving, using the rules engine, an engagement rule associated with the payload, wherein the engagement rule comprises engagement instructions; and
using, using the rules engine, the active mobile device record associated with the mobile device, the historical interaction data, and the engagement instructions to generate a second URI configured to provide a second deep link to the messaging application on the mobile device.

### Claim 7 (depends on 6)

The method of claim 6, wherein the mobile device metadata comprises a time and a context of action.

### Claim 8 (depends on 6)

The method of claim 6, wherein the active mobile device record further comprises user profile information, a purchase history, and at least one user preference.

### Claim 9 (depends on 6)

The method of claim 6, further comprising a database stored in a non-volatile data storage device, the database comprising a plurality of engagement rules.

### Claim 10 (depends on 9)

The method of claim 9, wherein the engagement rule is retrieved from the database.