WO2001004777A2 - Method, system, and article of manufacture for conducting and tracking marketing campaigns - Google Patents
Method, system, and article of manufacture for conducting and tracking marketing campaigns Download PDFInfo
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- WO2001004777A2 WO2001004777A2 PCT/US2000/017028 US0017028W WO0104777A2 WO 2001004777 A2 WO2001004777 A2 WO 2001004777A2 US 0017028 W US0017028 W US 0017028W WO 0104777 A2 WO0104777 A2 WO 0104777A2
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- 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
- G06Q30/00—Commerce
- G06Q30/02—Marketing; Price estimation or determination; Fundraising
Definitions
- This invention relates generally to data processing systems and, more particularly, to recommendation systems and marketing campaigns.
- a basic goal of marketing is to make the right offer to the right customer at the right time. Marketers attempt to maximize both their response rate (the percentage of contacted customers who take up the offer) and their return on investment (the ratio of revenue generated by a marketing campaign to its cost). Customers, too, have an interest in receiving the right offer and avoiding "junkmail. " Indeed, at its extreme, well-matched offers are perceived as opportunities, not as disturbances. The success of high-end retailers in art, real estate, and even businesses is knowing exactly which customers to approach for a given product.
- e-mail provides an "e-marketer" direct contact with a user's mailbox.
- traditional e-mail suffers from the same limitations as conventional marketing campaigns. That is, traditional e-mail campaigns, such as "SPAM," use a brute force approach, and send e-mail to as many users as possible with the hope for someone to respond. Like print advertisements, these e-mail campaigns may persuade some users, however e-mail campaigns are extremely inefficient and generally a large waste of resources. It is not uncommon to receive a response rate from SPAM of less than two percent.
- the marketing campaign system uses a recommendation server to match items or offers with users using user preferences. As users browse and respond to various offers, the marketing campaign system monitors, records, and analyzes their actions to create feedback used as input to be used by the recommendation system.
- the marketing campaign system also provides an interface to create a campaign, and to select users and items to include in the campaign. The marketing campaign system uses the received feedback to improve the personalization and effectiveness of future users.
- a method for conducting and tracking marketing campaigns receives criteria in a server that define a marketing campaign, selects eligible users and eligible items from a database to include in the campaign based on the criteria, generates recommendations for the eligible users based on characteristics associated with the eligible users and the eligible items, and notifies the eligible users of the recommendations.
- a method for personalizing marketing campaigns receives a set of criteria from a client, locates users and items in a database with the set of criteria, generates a recommendation for each of the located users based on characteristics associated with each user and the located items, and distributes e-mail messages to the located users, wherein each e-mail message includes information and a recommendation corresponding to the located user.
- Figure 1 depicts a data processing system suitable for practicing methods and systems consistent with the present invention.
- Figure 2 depicts a more detailed diagram of the client computer depicted in Fig. 1.
- Figure 3A depicts a more detailed diagram of the marketing campaign server depicted in Fig. 1.
- Figure 3B depicts a more detailed diagram of the recommendation server depicted in Fig. 1.
- Figure 3C depicts a more detailed diagram of the database server depicted in Fig. 1.
- Figure 3D depicts a more detailed diagram of the application server depicted in Fig. 1 .
- Figure 3E depicts a more detailed diagram of the e-mail server depicted in Fig. 1.
- Figure 4 depicts a flow chart of the steps performed by the data processing system of Fig. 1 when providing marketing campaigns in accordance with methods and systems consistent with the present invention.
- Figure 5 A depicts a more detailed flow chart of the create marketing campaign process depicted in Fig. 4.
- Figure 5B depicts a more detailed flow chart of the run campaign process depicted in Fig. 4.
- Figure 6 depicts a flow chart of receiving user feedback process in accordance with methods and systems consistent with the present invention.
- FIG. 7A depicts an example campaign report in accordance with methods and systems consistent with the present invention
- Figure 7B depicts an exemplary user interface in accordance with methods and systems consistent with the present invention.
- Figure 7C depicts an example promotion in accordance with methods and systems consistent with the present invention. Detailed Description
- Methods and systems consistent with the present invention solve the inherent problems with existing marketing systems by providing a marketing campaign system that conducts and manages personal marketing campaigns.
- the marketing campaign system uses a recommendation system to match items or offers with users using user preferences. As users browse and respond to various offers, the marketing campaign system monitors, records, and analyzes their actions to create additional feedback used by the recommendation system to conduct personal marketing campaigns.
- the marketing campaign system also provides an interface to create a campaign, and to select users and items to include in the campaign.
- a marketing campaign is one or more promotions groups together to accomplish a business goal, such as selling golf clubs.
- a promotion is a sublevel of a marketing campaign sent to a user, and is configurable by an administrator (e-marketer). In each promotion, the administrator builds attribute filtering criteria that define the number of users and number of items considered for each promotion. By limiting the number of users and items in each promotion, a recommendation engine can effectively match users and items in the least amount of time.
- the marketing campaign system provides a number of benefits over traditional mass marketing systems.
- the marketing campaign system creates campaigns that target users with offers that include items so that the campaigns are of interest to the user.
- the marketing system selects eligible users and eligible items from a universe of users and items. A user is considered eligible when the user passes the attribute filtering criteria for the given promotion.
- the marketing campaign system creates personalized notifications that serve as a directed one-to-one relationship with each eligible user. For example, the marketing campaign system may transmit all e-mail message that includes a coupon to purchase golf to a set of eligible users that have shown an interest in golfing.
- the marketing campaign system continuously obtains feedback from users, in the form of community preference data and user attributes or user ratings, to improve offers to users.
- Feedback is defined as information received from an outside source, such as; click-through information or purchase information.
- Community preference data includes feedback from users with attributes similar to a particular user, such as all people who live in Minnesota; all males under the age of 21 ; all people who have HTML email reader types; or all people who have expressed an interest in travel.
- User ratings may be, for example, unary, binary, or Likert.
- Unary ratings are ratings where positive information is available for some items, but other items have no information available. For example, purchase records are often converted into unary ratings. Items that arc bought arc rated positively; for all other items, no information is available.
- Binary rating are used in cases where items can be classified into "good” and "bad” (and optionally unknown), but not to different degrees of good and bad. For example, if a user has expressed interest in comedies, any movie that is a comedy would be rated 1 (good) and any movie that is not would be rated 0 (bad).
- Likert ratings scales such as 1 to 5 or 1 to 7 allow a wider range of ratings. For example, if movies are to be rated based on box office success, then the top blockbusters could be rated 5, successful movies rated 4, average movies rated 3, etc. Different algorithms exist in the recommendation system to perform neighbor selection and prediction in different rating.
- the marketing campaign system places feedback monitors in all personalized notifications sent to users.
- the marketing campaign system may include a specially coded Uniform Resource Locator (URL) in each e-mail message.
- the URL enables the marketing campaign system to obtain click-stream and purchase information from a web site each time a link is followed.
- a recommendation system may then use the feedback to match users and items in a future campaign.
- URL Uniform Resource Locator
- CF systems provide recommendations to users based on various attributes.
- collaborative filtering (CF) systems are a specific type of recommendation system that recommends items to a user based on the opinions of other users.
- CF systems do not consider the content of an item at all, relying exclusively on the judgement of humans of the item's value. In this way, CF systems attempt to recapture the cross-topic recommendations that are common in communities of people.
- CF system is the GroupLens Research system that provides CF systems for Usenet news and movies. More information on CF systems may be found at "http://www.grouplens.org.”
- the marketing campaign system provides an integrated marketing environment that enables the administrator to control all aspects of a marketing campaign, including filtering users and items, defining notification templates used to notify eligible users with offers, and updating databases to create future campaigns that are more targeted than the previous campaign.
- Fig. 1 depicts a data processing system 100 suitable for practicing methods and systems consistent with the present invention.
- Data processing system 100 comprises client computers 102 connected to a marketing system 110 via a network 130, such as the Internet.
- a user uses a client computer 102 to request and submit information to application server 118.
- An administrator uses a marketing campaign server 112 to create and manage marketing campaigns at marketing system 110.
- Recommendation server 114 is used to provide recommendations for users
- database server 116 contains a listing of all available items and users
- application server 118 provides an e-commerce store to users
- distribution server 120 distributes promotions to users.
- Figure 2 depicts a more detailed diagram of client computer 102, which contains a memory 220, a secondary storage device 230, a central processing unit (CPU) 240, an input device 250, and a video display 260.
- Memory 220 includes browser 222 that allows users to interact with application server 118 by transmitting and receiving files, such as web pages.
- a web page may include images or textual information to provide an interface to receive ratings and requests for evaluations from a user using hypertext markup language (HTML), Java or other techniques.
- HTML hypertext markup language
- Java Java
- An example of a browser suitable for use with methods and systems consistent with the present invention is the Netscape Navigator browser, from Netscape.
- marketing campaign server 112 includes a memory 302, a secondary storage device 308, a CPU 316, an input device 318, and a video display 320.
- Memory 302 includes campaign software 304 and interface 306.
- Campaign software 304 creates marketing campaigns and mail messages for users.
- Interface 306 provides access to various servers 114, 116, 118, and 120.
- Interface 306 may be a web page, Application Program Interfaces (API), or other input interface.
- API Application Program Interfaces
- An API is a set of routines, protocols, or tools for communicating with software applications. API's provide efficient access to the campaign software without the need for additional software to interface with the campaign software.
- Secondary storage device 308 contains a database 310 that includes campaign table 312, which holds information relating to various campaigns, such as parameter definitions (described below), lists of users and items, and campaign configurations (e.g., rules, filtering criteria, promotion configuration, etc.).
- Database 308 also contains history table 314, which holds purchase information relating to users in various campaigns, such as response history, and click-throughs.
- recommendation server 114 includes a memory 330, a secondary storage device 334, a CPU 340, an input device 342, and a video display 344.
- Memory 330 includes recommendation engine 332, which determines if an item should be recommended to the user.
- Recommendation engine 332 may use many different techniques to generate recommendations based on user preferences and user attributes.
- One technique that may be used to generate recommendations is automated collaborative filtering as described in Resnick, Iacovo, Susha, Bergstrom, and Riedl. "GroupLens: An Open Architecture For Collaborative Filtering Of Netnews," Proceedings of the 1994 Computer Supported Collaborative Work Conference (1994). Other recommendation techniques are described in U.S.
- Recommendation systems may also be based on well-known CF systems, logical rules derived from data, or on statistical or machine learning technology.
- a recommendation system may use well-known rule-induction learning, such as Cohen's Ripper, to learn a set of rules from a collection of data as described in Good, N., Schafer, J.B., Konstan, J., Borchers, A., Sarwar, B., Herlocker, J., and Riedl, J., "Combining Collaborative Filtering with Personal Agents for Better Recommendations," Proceedings of the 1999 Conference of the American Association of Artificial Intelligence (AAAI-99).
- Recommendation systems may also be based on well-known data mining techniques that include a variety of supervised and unsupervised learning strategies and produce "surprising" results expressed as associations or rules embedded in a data set.
- Recommendation systems may also contain rating functions (models) programmed by a system administrator.
- the rating functions are either a formula or a table of ratings that determines business goals (e.g., the formula may specify a low rating for low-stock and out-of-stock items).
- These mentioned systems also require user data as input to produce personalized recommendations for users.
- Recommendation engine 332 receives requests for recommendations from marketing campaign server 112. To receive the requests, recommendation engine 332 may receive the requests in a query form from interface 306. For example, marketing campaign server 1 12 may request a list of recommended items each for a given list of users. To provide the recommendations, recommendation engine 332 recommends from a list of items (or a limited list of items) for each user on the list of users. Conversely, marketing campaign server 112 may request a list of recommended users each for a given list of items.
- Secondary storage device 334 includes a database 336 that stores ratings in a rating table 338.
- database server 116 includes a memory 350, a secondary storage device 354, a CPU 358, an input device 360, and a video display 362.
- Memory 350 includes database software 352 that provides access to database 356 in secondary storage device 354.
- An example of such a program suitable for use with methods and systems consistent with the present invention is the Sybase Adaptive Server Enterprise from Sybase, of Emeryville, California.
- Database 356 includes information about all items as well as all users available to marketing campaign server 112.
- database 356 may contain item characteristics, such as size, color, type, options, categories, and user characteristics, such as demographics, psychometrics, purchases, and interaction information.
- application server 118 includes a memory 364, a secondary storage device 368, a CPU 374, an input device 376, and a video display 378.
- Memory 364 includes an e-commerce application 366 that provides a web application.
- e-commerce application 366 may be an online bookstore or an online grocer.
- E-commere application 366 also contains well known web server software (not shown) to transmit and receive files to the user.
- Secondary storage device 368 includes a database 370 that stores details of any placed orders by users in an order table 372.
- order table 372 may store user identification, items purchased, quantity purchased, and price paid.
- order table 372 may contain other details.
- distribution server 120 includes a memory 380, a secondary storage device 384, a CPU 386, an input device 388, and a video display 390.
- Memory 382 includes distribution software 382 that distributes promotions with recommendations to users.
- distribution software 382 may distribute prepared e-mail messages created from templates.
- An example of such a program suitable for use with methods and systems consistent with the present invention is the Sendmail software available from Sendmail, Inc., of Emeryville, California.
- FIG. 4 depicts a flow chart of the steps performed by marketing campaign server 112.
- a create marketing campaign process 402 creates a marketing campaign consisting of a bundle of promotions for users. Each promotion contains a targeted marketing offer for a set of users, and an e-mail template the contains an offer message and tags where a user's name and recommended items are inserted before delivery.
- an administrator may initiate a run campaign process 404 (further described below). This entails recommending an item for users and delivering personalized e-mail messages to the users.
- marketing campaign software 304 receives feedback from various locations regarding the pending or previous Campaigns and promotions (step 406).
- marketing campaign software 304 receives a notification each time the user clicks on a traceable URL.
- the traceable URL includes a parameter referring to the campaign promotion and directs browser 222 to interface 306 at marketing campaign server 112.
- marketing campaign software 112 records a tracking event in history table 3 14 and rating table 338, locates the promotion in campaign table 312 to identify the "real" product URL, and subsequently redirects the user's HTTP stream to the correct product page.
- e-commerce application 306 may notify interface 306 of other information, such as time spent of the web page, or links traversed.
- marketing campaign software 304 receives information on the number of promotional items viewed and/or bought from application server 118.
- application server 118 may locate promotional items bought in order table 372.
- the feedback identifies the user and items involved, and is submitted to history table 314, and rating table 338 in recommendation server 118.
- an admimstrator may run various reports to evaluate the progress I of the campaign (step 408). For example, the administrator may generate a report that depicts the number of promotional items purchased by the users or click- through rate for the users.
- Figure 7A depicts an exemplary report 700 for use with methods and systems of the present invention. Further details and operations of create marketing campaign process 402 and run campaign process 404 will now be explained with reference to the flowcharts of Figures 5A and 5B.
- create marketing campaign process 402 is initiated, for example, by defining a campaign universe (Step 502).
- the campaign universe includes a list of user names available for the campaign. For example, the universe may include all male users with valid e-mail addresses.
- promotions are created within the campaign universe (step 504). Each promotion is directed to a portion of the campaign universe, and includes eligible users to send a promotion to and eligible items to include in the promotion. Eligible users and items are selected from database 356.
- Database 356 may be linked to e-commerce server database 370 to provide live item characteristics and prices. Alternatively, database 356 may receive periodic updates for items and users.
- database 356 may be populated in other ways, such as by importing item catalogs.
- marketing campaign software 304 locates eligible users and items by filtering users and items from a set of all users and items located in the campaign universe in database 356 (step 506).
- a promotion may contain a geographic
- Marketing campaign software 304 converts the inputted information to a Structured Query Language (SQL) statement used to filter users and items.
- SQL Structured Query Language
- Users that are located containing characteristics that match the criteria are labeled eligible users, and items that are located containing characteristics that match the criteria are labeled eligible items.
- Other customizable characteristics may be used to locate eligible users and items, such as age, gender, dislikes, or cost of items.
- eligible users and items may be randomly selected for promotions.
- an accompanying e-mail template is created for the promotion (step 508).
- the administrator may create an e-mail template using interface 306.
- Figure 7B depicts an exemplary e-mail template interface 702 used with methods and systems consistent with the present invention to create an e-mail template 704.
- eligible users and items and the associated e-mail template 704 are stored in campaign table 312 as a single promotion, (step 510).
- the administrator may create additional promotions for the campaign (step 512). For example, one promotion may target cast coast users, while a second promotion may target west coast users. Multiple promotions may be included in a single marketing campaign to ensure that sets of users within the campaign universe receive a promotion, or to limit the number of promotions directed to each user. Run Campaign Process
- FIG. 5B depicts a flow chart of the steps performed when marketing software 304 initiates a campaign.
- a campaign may be initiated, for example, by receiving an indication to initiate the campaign (step 514).
- An indication may be from a scheduled event.
- a scheduled event may be a "one-time" event (e.g., in administrator creates the campaign and launches it immediately), or a scheduled event may be a "recurring" event (e.g., an administrator creates the campaign and creates a schedule for the campaign, such as run once a week).
- a triggered event may initiate the run campaign process.
- the administrator first creates campaign rules and, associates the rules with a triggering event (e.g., transmittal of an order confirmation to a user from application server 118).
- application server 118 Each time an event occurs at application server 118, application server 118 notifies marketing campaign software 304 through interface 306 (e.g., an API) to include the user that triggered the triggering event (e.g., placing an order) as an eligible user in the campaign. Therefore, each time a user triggers the event, that user will receive an e-mail using the method described below.
- interface 306 e.g., an API
- marketing campaign software 304 queries recommendation engine 332 to return recommendations for eligible users and items (step 516).
- Marketing campaign software 304 provides recommendation engine 332 with a list of user IDs, item IDs, or both from campaign table 312.
- Recommendation engine 332 uses the rating information in rating table 336 to match users and items.
- a recommendation may be based on click-throughs, historical purchases for the user, or cross sell lists.
- the engine may use the different techniques described above to generate a list of recommendations, and return the list to marketing campaign software 304.
- Marketing campaign software 304 then merges the recommendation and data identifying each user with an e-mail template to create an e-mail message for that user (step 518). By merging the information, a personalized e-mail message is distributed to each user listed in the promotion. Also, tracking information is created and inserted into each e-mail message (step 520). For example, tracking information may be a traceable URL. Each time a user clicks the URL to access web pages located at application server 118, after marketing campaign software 304 records the user click-through and forwards the request to application server 118, e-commerce application 366 continues to follow the user's activity, and notifies marketing campaign software 304 of the user's activity, such as purchasing a promotional item, or viewing additional web pages.
- An exemplary personalized e-mail message 720 for use with methods and systems of the present invention is depicted in Figure 7C. E-mail message 720 includes recommended items 722, and traceable URLs 724.
- each personalized e-mail message 720 is delivered using well-known delivery techniques (step 524).
- Figure 6 depicts a flow chart of the steps performed when receiving feedback from a user.
- the first step performed is for the user to visit application server 118 using the tracking information placed in e-mail 720 (step 602).
- the user may view a web page at application server 118 using the traceable URL.
- e-commerce application 366 notifies marketing campaign software 304 using interface 306 of user activity.
- information is sent to both campaign server 112 and recommendation server 114 using well-known transmission techniques, such as HTTP or TCP/IP.
- e-commerce application 366 updates order table 372 (step 608) and then notifies marketing campaign software 304 as well as recommendation engine 332 (step 610) of the purchase.
- systems consistent with the present invention overcome the shortcomings of existing marketing systems by providing a marketing system for conducting marketing campaigns.
Abstract
Description
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Priority Applications (1)
Application Number | Priority Date | Filing Date | Title |
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AU56289/00A AU5628900A (en) | 1999-07-12 | 2000-06-21 | Method, system, and article of manufacture for conducting and tracking marketingcampaigns |
Applications Claiming Priority (4)
Application Number | Priority Date | Filing Date | Title |
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US14316599P | 1999-07-12 | 1999-07-12 | |
US60/143,165 | 1999-07-12 | ||
US53774700A | 2000-03-30 | 2000-03-30 | |
US09/537,747 | 2000-03-30 |
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Publication Number | Publication Date |
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WO2001004777A2 true WO2001004777A2 (en) | 2001-01-18 |
WO2001004777A8 WO2001004777A8 (en) | 2002-09-26 |
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PCT/US2000/017028 WO2001004777A2 (en) | 1999-07-12 | 2000-06-21 | Method, system, and article of manufacture for conducting and tracking marketing campaigns |
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WO (1) | WO2001004777A2 (en) |
Cited By (8)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
JP2001232714A (en) * | 2000-02-24 | 2001-08-28 | Hokkai Can Co Ltd | Dlc film and carbon film coated plastic container |
DE10217599A1 (en) * | 2002-04-19 | 2003-07-31 | Siemens Ag | Method for implementation of an e-mail marketing campaign in which a query field is added to a marketing e-mail that allows a web- page hosting server to detect when persons accessing it received a corresponding marketing e-mail |
US7085845B2 (en) | 2001-05-09 | 2006-08-01 | Gene Fein | Method, apparatus and computer program product for identifying a playing media file and tracking associated user preferences |
GB2444519A (en) * | 2006-12-08 | 2008-06-11 | Motorola Inc | Recommendation system |
WO2008095384A1 (en) * | 2007-01-19 | 2008-08-14 | Huawei Technologies Co., Ltd. | Matching method and system for marketing campaign recommendation |
JP2009527841A (en) * | 2006-02-21 | 2009-07-30 | チョ、ヒョウング−ク | Advertisement management and search system using interactive search and monitoring |
US8258991B2 (en) | 2010-06-11 | 2012-09-04 | Texas Instruments Incorporated | Low power comparator for use in SAR ADCs |
CN109255581A (en) * | 2017-07-13 | 2019-01-22 | Sk普兰尼特有限公司 | For providing the method and device thereof of personalized ventilation system based on Email |
-
2000
- 2000-06-21 WO PCT/US2000/017028 patent/WO2001004777A2/en active Application Filing
- 2000-06-21 AU AU56289/00A patent/AU5628900A/en not_active Abandoned
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Cited By (11)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
JP2001232714A (en) * | 2000-02-24 | 2001-08-28 | Hokkai Can Co Ltd | Dlc film and carbon film coated plastic container |
US7085845B2 (en) | 2001-05-09 | 2006-08-01 | Gene Fein | Method, apparatus and computer program product for identifying a playing media file and tracking associated user preferences |
US7844722B2 (en) | 2001-05-09 | 2010-11-30 | Woodward Mark L | Method, apparatus and program product for media identification and tracking associated user preferences |
US8244896B2 (en) | 2001-05-09 | 2012-08-14 | Emission Limited Liability Company | Method, apparatus and program product for media identification and tracking associated user preferences |
DE10217599A1 (en) * | 2002-04-19 | 2003-07-31 | Siemens Ag | Method for implementation of an e-mail marketing campaign in which a query field is added to a marketing e-mail that allows a web- page hosting server to detect when persons accessing it received a corresponding marketing e-mail |
JP2009527841A (en) * | 2006-02-21 | 2009-07-30 | チョ、ヒョウング−ク | Advertisement management and search system using interactive search and monitoring |
GB2444519A (en) * | 2006-12-08 | 2008-06-11 | Motorola Inc | Recommendation system |
WO2008095384A1 (en) * | 2007-01-19 | 2008-08-14 | Huawei Technologies Co., Ltd. | Matching method and system for marketing campaign recommendation |
US8258991B2 (en) | 2010-06-11 | 2012-09-04 | Texas Instruments Incorporated | Low power comparator for use in SAR ADCs |
CN109255581A (en) * | 2017-07-13 | 2019-01-22 | Sk普兰尼特有限公司 | For providing the method and device thereof of personalized ventilation system based on Email |
CN109255581B (en) * | 2017-07-13 | 2023-11-14 | Sk普兰尼特有限公司 | Method for providing personalized recommendation service based on e-mail and apparatus therefor |
Also Published As
Publication number | Publication date |
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AU5628900A (en) | 2001-01-30 |
WO2001004777A8 (en) | 2002-09-26 |
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