US 12,705,644 B2Granted

Techniques for branching an automated messaging campaign

AssigneeTwilio Inc.

InventorsNathanael Thompson, David Zuluaga, Ami Gandhi

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Abstract

Described herein are techniques for conducting an automated marketing campaign that provides for branching conditions. Accordingly, the marketing campaign is defined such that a contact who is scheduled to receive messages as part of the campaign will receive specific messages depending upon the contact group of which the contact is a member. Therefore, the conditional branching is achieved via contact record updating service that iteratively updates various contact groups by executing predefined contact grouping queries. As the contact record updating service is integrated with a customer data platform, branching conditions can be specified at a granular level based on very specific event data—for example, such as when a customer interacts with various user interface elements of an application, or concludes a purchase transaction with an e-commerce shopping cart, and so forth.

Claims20

Dependent claims

A computer-implemented method for conducting an automated marketing campaign, the method comprising:

receiving data for generating a plurality of individual messages to be communicated to contacts as part of the automated marketing campaign;
receiving configuration parameters for the automated marketing campaign, the configuration parameters comprising i) a first contact grouping query defining a first contact group representing a target audience for the automated marketing campaign, and ii) a second contact grouping query defining a second contact group, the second contact group for contacts satisfying a branching condition for the automated marketing campaign;
subsequent to the automated marketing campaign being activated, iteratively executing the first contact grouping query and the second contact grouping query to update the first contact group, representing the target audience, and to update the second contact group, representing contacts having contact records satisfying the branching condition, wherein iteratively executing the second contact grouping query occurs as a result of a query execution triggering event, and wherein the first task is scheduled to be executed at the first time that is a predetermined duration of time subsequent to the query execution triggering event;
scheduling a first task to be executed at a first time, wherein the first task is to send a message of the plurality of individual messages to a first contact;
and
at the first time and prior to sending the message:
performing a validation check, in real-time at the first time just prior to communicating the message, to determine whether the first contact has moved from one contact group to another contact group as a result of the iterative execution of the first contact grouping query and the second contact grouping query, wherein the validation check determines a contact group of which the first contact is a member;
performing a database lookup to identify a specific message in the plurality of messages to be communicated to the first contact based on the contact group of which the first contact is a member;
and
communicating the specific message to the first contact.

7 more elements

A system for conducting an automated marketing campaign, the system comprising:

one or more processors;
a memory storing instructions that, when executed by the one or more processors, cause the system to:
receive data for generating a plurality of individual messages to be communicated to contacts as part of the automated marketing campaign;
receive configuration parameters for the automated marketing campaign, the configuration parameters comprising i) a first contact grouping query defining a first contact group representing a target audience for the automated marketing campaign, and ii) a second contact grouping query defining a second contact group, the second contact group for contacts satisfying a branching condition for the automated marketing campaign;
subsequent to the automated marketing campaign being activated, iteratively execute the first contact grouping query and the second contact grouping query to update the first contact group, representing the target audience, and to update the second contact group, representing contacts having contact records satisfying the branching condition, wherein iteratively executing the second contact grouping query occurs as a result of a query execution triggering event, and wherein the first task is scheduled to be executed at the first time that is a predetermined duration of time subsequent to the query execution triggering event;
and
schedule a first task to be executed at a first time, wherein the first task is to send a message of the plurality of individual messages to a first contact;
and at the first time and prior to sending the message:
perform a validation check, in real-time at the first time just prior to communicating the message, whether the first contact has moved from one contact group to another contact group as a result of the iterative execution of the first contact grouping query and the second contact grouping query, wherein the validation check determines a contact group of which the first contact is a member;
and
perform a database lookup to identify a specific message in the plurality of messages to be communicated to the first contact based on the contact group of which the first contact is a member;
and communicate the specific message to the first contact.

9 more elements

A non-transitory computer-readable medium storing instructions that, when executed by one or more processors, cause the one or more processors to perform steps for conducting an automated marketing campaign, the steps comprising:

receiving data for generating a plurality of individual messages to be communicated to contacts as part of the automated marketing campaign;
receiving configuration parameters for the automated marketing campaign, the configuration parameters comprising i) a first contact grouping query defining a first contact group representing a target audience for the automated marketing campaign, and ii) a second contact grouping query defining a second contact group, the second contact group for contacts satisfying a branching condition for the automated marketing campaign;
subsequent to the automated marketing campaign being activated, iteratively executing the first contact grouping query and the second contact grouping query to update the first contact group, representing the target audience, and to update the second contact group, representing contacts having contact records satisfying the branching condition, wherein iteratively executing the second contact grouping query occurs as a result of a query execution triggering event, and wherein the first task is scheduled to be executed at the first time that is a predetermined duration of time subsequent to the query execution triggering event;
scheduling a first task to be executed at a first time, wherein the first task is to send a message of the plurality of individual messages to a first contact;
and
at the first time and prior to sending the message:
performing a validation check to determine a contact group, in real-time at the first time just prior to communicating the message, whether the first contact has moved from one contact group to another contact group as a result of the iterative execution of the first contact grouping query and the second contact grouping query, wherein the validation check determines a contact group of which the first contact is a member;
performing a database lookup to identify a specific message in the plurality of messages to be communicated to the first contact based on the contact group of which the first contact is a member;
and communicating the specific message to the first contact.

6 more elements

Dependencies are inferred from the claim text.