# US 2014/0156395 A1 · Shifting marketing messaging according to customer lifestyle changes

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- Number: US 2014/0156395 A1
- Document ID: US20140156395A1
- Status: Published application
- Kind: A1
- Application number: 13/691,619
- Filed: 2012-11-30
- Published: 2014-06-05
- Earliest claimed: 2012-11-30
- Assignees: Wal-Mart Stores, Inc.
- Applicants: Wal-Mart Stores, Inc.
- Inventors: Stuart Argue; Anthony Emile Marcar
- Web page: https://patentgrep.com/patent/US20140156395A1

## CPC

- G06Q 30/0255: {based on user history}
- G06Q 30/0269: {based on user profile or attribute}
- 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

A process and method for tailoring marketing messaging to retail customers is disclosed. Embodiments of the present disclosure comprise a system adapted to identify significant lifestyle changes in a customer's life by recording and analyzing the customer's purchasing behavior and to adjust marketing messaging directed at the customer in accordance with the identified lifestyle change. The marketing messaging system may search a customer's purchase history for known correlations between shopping behavior and demographic, socioeconomic, and other similar classifications of retail customers. By identifying changes in shopping patterns, the system of the present disclosure can tailor marketing messaging for the recipient consumer, thereby increasing marketing effectiveness.

## Claims

### Claim 1

A computer-implemented method of tailoring marketing messaging for a customer, comprising:
analyzing purchase trends of the customer electronically using a software module configured to generate assumptions based on a user's purchase transactions;
identifying changes in the purchase trends that signal a customer lifestyle change;
selecting a marketing messaging scheme to match the customer lifestyle change; and
transmitting computer-readable instructions to a mobile computing device of the customer, wherein the computer-readable instructions correspond to the marketing messaging scheme.

### Claim 2 (depends on 1)

The method of claim 1, further comprising electronically recording transactions between a retailer and the customer.

### Claim 3 (depends on 1)

The method of claim 1, wherein analyzing purchase trends of the customer electronically using a software module configured to generate assumptions based on a user's purchase transactions comprises analyzing products purchased by the customer.

### Claim 4 (depends on 1)

The method of claim 1, wherein analyzing purchase trends of the customer electronically using a software module configured to generate assumptions based on a user's purchase transactions comprises analyzing services purchased by the customer.

### Claim 5 (depends on 1)

The method of claim 1, wherein selecting a marketing messaging scheme to match the customer lifestyle change comprises selecting one or more marketing assets to display on the mobile computing device.

### Claim 6 (depends on 5)

The method of claim 5, wherein the one or more marketing assets comprise an image.

### Claim 7 (depends on 5)

The method of claim 5, wherein the one or more marketing assets comprise a slogan.

### Claim 8 (depends on 5)

The method of claim 5, wherein the one or more marketing assets comprise a page layout.

### Claim 9 (depends on 1)

The method of claim 1, wherein identifying changes in the purchase trends that signal a customer lifestyle change comprises analyzing spending trends of the customer.

### Claim 10 (depends on 1)

The method of claim 1, further comprising:
receiving a survey response from a surveyed customer;
analyzing a shopping history of the surveyed customer;
analyzing the survey response; and
identifying correlations between the shopping history and the survey response.

### Claim 11 (depends on 1)

The method of claim 1, further comprising selectively emphasizing a marketing slogan in response to the customer lifestyle change.

### Claim 12 (depends on 1)

The method of claim 1, wherein recording transactions between a retailer and the customer comprises recording at least one of a purchase price, a product identification, a transaction time, a transaction date, or a transaction payment method.

### Claim 13 (depends on 1)

The method of claim 1, wherein the customer lifestyle change comprises one selected from the group consisting of: graduation from secondary education, graduation from higher education, obtaining employment, losing employment, receiving a promotion, receiving a pay increase, receiving a pay decrease, getting married, entering into a relationship, birth of a child, adoption of a child, death of a family member, getting divorced, and ending a relationship.

### Claim 14

A system for tailoring a marketing message for a customer, comprising:
at least one point of sale terminal adapted to receive a customer identification number;
a customer database adapted to record a purchase history of the customer;
a purchase habit tracking module adapted to review the purchase history to identify a detected lifestyle change of the customer;
a marketing message module adapted to selectively tailor marketing messaging for the customer in response to the detected lifestyle change; and
an application server adapted to transmit instructions to the customer related to the marketing messaging, wherein the instructions correspond to the marketing messaging.

### Claim 15 (depends on 14)

The system of claim 14, wherein the detected lifestyle change comprises one selected from the group consisting of: graduation from secondary education, graduation from higher education, obtaining employment, losing employment, receiving a promotion, receiving a pay increase, receiving a pay decrease, getting married, entering into a relationship, birth of a child, adoption of a child, death of a family member, getting divorced, and ending a relationship.

### Claim 16 (depends on 14)

The system of claim 14, wherein the marketing message module is adapted to selectively emphasize a marketing slogan in response to the detected lifestyle change.

### Claim 17 (depends on 14)

The system of claim 14, wherein the marketing message module is adapted to select one or more marketing assets to display on a mobile computing device.

### Claim 18 (depends on 17)

The system of claim 17, wherein the one or more marketing assets are selected from the group consisting of an image, a slogan, and a page layout.
