WO2000041118A2 - Procede et systeme de lecture du contenu d'un panier d'achat electronique - Google Patents

Procede et systeme de lecture du contenu d'un panier d'achat electronique Download PDF

Info

Publication number
WO2000041118A2
WO2000041118A2 PCT/US2000/000067 US0000067W WO0041118A2 WO 2000041118 A2 WO2000041118 A2 WO 2000041118A2 US 0000067 W US0000067 W US 0000067W WO 0041118 A2 WO0041118 A2 WO 0041118A2
Authority
WO
WIPO (PCT)
Prior art keywords
customer
netrep
web site
information
conversation
Prior art date
Application number
PCT/US2000/000067
Other languages
English (en)
Other versions
WO2000041118A9 (fr
WO2000041118A3 (fr
Inventor
William G. Christie
Perry S. Goldberg
John J. Viebach
Philip A. Des Jardins
Lindell B. Entzminger, Iii
Marcin S. Pasek
Original Assignee
Icontact.Com, Inc.
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Icontact.Com, Inc. filed Critical Icontact.Com, Inc.
Priority to CA002322221A priority Critical patent/CA2322221A1/fr
Priority to AU22234/00A priority patent/AU2223400A/en
Priority to EP00901385A priority patent/EP1080436A2/fr
Publication of WO2000041118A2 publication Critical patent/WO2000041118A2/fr
Publication of WO2000041118A3 publication Critical patent/WO2000041118A3/fr
Publication of WO2000041118A9 publication Critical patent/WO2000041118A9/fr

Links

Classifications

    • 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

  • the invention relates to processes and systems for interactively monitoring the presence of a customer on an e-commerce web site, communicating with the customer in real time, and cooperatively completing an e-commerce transaction with the customer.
  • the World Wide Web on the Internet has developed into a major channel of trade. Numerous businesses have established web sites through which they offer their goods and services. A customer viewing the Web pages of the business may select from among the goods or services offered by the merchant and arrange to pay for them, generally using a credit card or the like. The entire transaction may be completed electronically, without the need for the customer to physically visit the business. Furthermore, a direct telephone connection between the customer and the business is generally unnecessary and the only connections needed are the customer's and the businesses' connection to the Internet.
  • a major disadvantage of the Internet based transaction is the inability for the customers (who express an interest in the products of services of business simply by their presence at the Web site) to obtain answers to questions they may have.
  • Another disadvantage is the inability of the business to monitor and track the progress of the customer through the various pages of the Web site.
  • Another disadvantage is the inability for the business to initiate communication with the customer while the customer is at the Web site.
  • a system and method whereby a customer service representative of a company can initiate communications over an electronic network with a customer browsing an e-commerce web site of that company is disclosed.
  • a client application (the “NetRep Client") indicates the presence and status of each customer browsing an e-commerce web site of a company, including a history of visited web pages and a current shopping cart. Filters may be employed which differentiate certain customers as candidates for customer support from the NetRep.
  • the NetRep Client includes a dynamic programmed response area (a knowledge base) of selected pre-set messages to the customer depending on the customer's current status or history.
  • the NetRep can initiate a conversation or push a web page to the customer's browser and can interactively participate with the customer in correctly filling out a form on the web site.
  • a server application (the "NetRep Server") can access a database of previous visits of an identified customer to the web site and display such information on the NetRep Client.
  • Knowledge of the presence of the customer and the ability to track their web page history and shopping cart is provided by including an invisible (or virtually invisible) frame on each web page to be tracked in the web site.
  • the frame executes a PUSH function from the customer's browser every so often which updates the NetRep Server with such information.
  • the invention accordingly, comprises the several steps and the relation of one or more of such steps with respect to each of the others, and the system embodying features of construction, combinations of elements and arrangement of parts which are adapted to affect such steps, all as exemplified in the following detailed disclosure, and the scope of the invention will be indicated in the claims.
  • Figure 1 shows a screen image of one typical web site shopping cart in an embodiment of a method of the invention
  • Figure 2. shows a screen image of the NetRep client application of one embodiment of the method of the invention used by the customer service or network representative (including the NetRep) of the sponsor of the web site initially while tracking the shopping process
  • Figure 3. shows a screen image of one typical web site order form in an embodiment of a method of the invention
  • Figure 4. shows a screen image of the client application of Figure 2. indicating that a transaction check-out is being initiated;
  • Figure 5. shows a screen image of the web site order form of Figure 3. partially filled out by the customer;
  • Figure 6. shows a screen image of the client application of Figure 2. indicating errors made in the submission or the check-out process by the customer;
  • Figure 7 shows a screen image of one typical web site confirmation form in an embodiment of a method of the invention
  • Figure 8. shows a screen image of the client application of Figure 2. indicating a completed transaction
  • Figure 9 shows a flowchart depicting the steps of processing a system initiation and a new page request with dynamic content, wherein the solid lines trace the system initiation and the dashed lines trace the new page request in an embodiment of a method of the invention
  • Figure 10 shows a flowchart depicting the steps of processing a system initiation and a new page request with dynamic content wherein the solid lines trace the system initiation and the dashed lines trace the new page request in an embodiment of a method of the invention
  • FIG. 11 shows a NetRep client in accordance with another embodiment of the invention depicting several major components of the front-end;
  • Figure 12. shows a portion of the NetRep client of Figure 11. depicting the information fields for customers;
  • Figure 13. shows a flowchart depicting the steps of a system initiation in accordance with another embodiment of the invention;
  • Figure 14 shows a flowchart depicting the steps of continually monitoring a customer in accordance with the embodiment of Figure 13;
  • Figure 15. shows a flowchart depicting the steps of proactively engaging a customer in accordance with the embodiment of Figure 13;
  • Figure 16 shows a flowchart depicting the steps of a customer explicitly requesting assistance in accordance with the embodiment of Figure 13;
  • Figure 17. shows a flowchart depicting the steps of managing a conversation in accordance with the embodiment of Figure 13;
  • Figure 18 shows a flowchart depicting the steps of releasing an engaged customer in accordance with the embodiment of Figure 13;
  • Figure 19 shows a flowchart depicting the steps of displaying a customer shopping cart in accordance with the embodiment of Figure 13;
  • Figure 20 shows a flowchart depicting the steps of pushing a selected page in accordance with the embodiment of Figure 13;
  • Figure 21 shows a flowchart depicting the steps of updating a customer profile information in accordance with the embodiment of Figure 13;
  • Figures 22a through 22i show screen images of the NetRep browser window and the customer browser window from when the NetRep initiates a conversation with the customer to when the customer is released;
  • Figures 23 a through 231 show screen images of the NetRep browser window and the customer browser window from when the NetRep interactively helps the customer fill out a purchase order form to when the customer submits an approved form;
  • Figure 24 shows a screen shot of a browser window showing a summary of available reports.
  • NetReps Internet-based customer network representatives
  • One or more displayable pages of information are generated in real time, on the fly, as the surfer or customer navigates, makes purchases or completes various required informational forms required to complete a transaction.
  • a customer network representative may proactively engage the customer or respond to a request for help and review customer specific information to support and assist in the completion of the transaction.
  • the contents of the customer's shopping cart can then be displayed as a dynamically created real time image or page for viewing by a NetRep of the entity or corporation sponsoring the web site.
  • This image enables the representative to in real time graphically view the contents of the surfer's or customer's shopping cart. This interaction is invisible to the customer during the time that the customer is perusing various pages of the web site.
  • the image tag can be generated again, and the NetRep views the final contents of the customer's electronic shopping cart. In the latter instance, the NetRep is able to proactively open a dialogue with the surfer or the customer for purposes of assisting in the check-out phase of the transaction.
  • the process or the NetRep can then discriminate between customers based on current or previous contact with the web site.
  • Web site algorithms are developed to 'filter' this data for the NetRep 's use. Customers or surfers whose collection of goods or requests for services represent a higher level of content or more extensive transactions may therefore receive priority over those customers whose selections represent a relatively low or limited content transaction.
  • These filter algorithms can include using current content information, previous purchasing history, customer information or any internal or external web site data that is useful in determining the potential value of a customer interaction.
  • the representative can assist the customer in entering and obtaining authorization of a credit card to complete the purchase. Errors that have been made by the customer (and seen by the NetRep as well) can be corrected with the assistance of the NetRep and a message can be returned to the customer explaining various aspects of the assistance and the corrections that have been made, if any, for purposes of facilitating a conclusion of the transaction.
  • a template can be used to implement the interactive process of initially viewing the contents of the user's shopping cart during the transaction.
  • a displayable page can then be generated in real time in response to a request by the customer for an item to be placed in to the customer's acquisition list or shopping cart.
  • the representative is able to view the contents of the customer's shopping cart while at the same time remaining invisible to the customer.
  • the NetRep can then be brought into the process first to discriminate between those potential transactions that are appropriate for further follow-up. For example, small transactions may need little or no follow-up. Major transactions involving numerous items or various requests for services can then be facilitated by the NetRep.
  • the NetRep can, in turn, open a dialogue with the customer in a role of "virtual cashier" for purposes of assisting the customer in concluding the transaction. Assistance could include answering questions about products, answering questions about the financial aspects of the transaction including assisting the customer in obtaining authorization of credit card numbers, and the like.
  • the NetRep can send to the customer an appropriately worded sign-off or log-off message intended to have the customer exit the web site with a positive shopping experience and a positive view of the entity sponsoring this site.
  • Figures 1 through 8 represent screen images associated with one embodiment of a system and method of the invention involving a transaction of the type described above.
  • Figures 1, 3, 5 and 7 illustrate pages or browser windows transmitted to the customer for purposes of carrying out a transaction involving two items.
  • Figures 2, 4, 6 and 8 illustrate images as seen by the representative of the sponsor of the web site initially while tracking the shopping process, Figure 2, and in recognizing that a transaction check-out was being initiated, Figure 4.
  • Figures 6 and 8 illustrate information provided to the representative pertaining to errors made in the submission or the check-out process by the customer. As described above, such errors can be dynamically responded to by opening a dialogue with the customer, proactively, without waiting for the customer to have to try to address the problem or error on their own.
  • the following steps show how a method of the invention processes a system initiation and a new page request with dynamic content. The solid lines trace the system initiation and the dashed lines trace the new page request.
  • System initiation The solid lines trace the system initiation and the dashed lines
  • the web server returns a cookie containing the customer's unique identifier and a frame set with at least a hidden frame and a content frame at a step 2.
  • the content frame requests a page from the web server which is returned to the content frame at a step 3.
  • the hidden frame performs a UPULL function call to the IS API server extension, getting the customer's ID from the cookie, notifying the web server system of the new customer.
  • the hidden frame receives back a page that will perform the UPULL again after 'X' number of seconds at a step 4.
  • the server extension notifies the capture server that there is a new customer. It passes the customer's ID and current page at a step 5.
  • the capture server notifies the NetRep server that a new customer is on the site.
  • the notification includes the customer's ID and current page at a step 6.
  • a new session is created in the database for the customer which includes the customer's current page, browser strings, and IP address at a step 7.
  • the NetRep client application is notified of the new customer at a step 8.
  • the function NPNOTLFY is sent to the ISAPI server extension from the returned page at a step 2. It returns a one pixel graphic to the page.
  • the function NPUPDATE is sent to the ISAPI server extension from the returned page at a step 3. This updates the parameters in the UPULL function to include the new page. It returns a one pixel graphic to the page.
  • the server extension notifies the capture server that a customer has requested a new page at a step 4.
  • the notification includes the requested URL and the customer's ID.
  • the capture server notifies the NetRep server that a customer has requested a new page at a step 5.
  • the notification includes the customer's ID and current page.
  • the page history gets updated in the database for the customer at a step 6.
  • the NetRep client application is notified of the page change at a step 7.
  • the following steps show how the method of the invention tracks and registers items placed into a shopping cart.
  • the NLNOTIFY function is sent to the ISAPI server extension notifying the web site server that the customer has added an item to their shopping cart at a step 2.
  • a one pixel graphic is returned to the page.
  • the ISAPI server extension notifies the Capture server that the customer has added an item to their shopping cart at a step 3.
  • the Capture server notifies the NetRep server that the customer has added a new item to their shopping cart at a step 4.
  • the NetRep server logs the information to the icontact database at a step 5.
  • the NetRep server notifies the NetRep client which updates the item in the customer's item list displayed in the NetRep client.
  • the web site server system of the business running the customer service representative application of the invention may be known as the "icontact Server system.”
  • the icontact Server System allows for proactive, real-time profiling, engagement, and communication with concurrent customers on a web site. Through the use of a collection of single-pixel image calls on the web site, a representative can profile all individual customers by viewing the consecutive series of pages the customer has perused, the items currently in the customer's online shopping cart, the values the customer has entered into various forms on the site, and any information in additional backend business systems that contain previously gathered information about the customer.
  • the NetRep is able to proactively open a dialogue with the customer to aid the customer.
  • the NetRep is able to offer assistance in finding a specific page and then direct the customer's browser to that page without any navigation from the customer.
  • the NetRep is also able to assist the customer with completion of HTML forms throughout the web site.
  • the NetRep is able to view the values entered by the customer, update or edit the values, and push the form back to the customer. The customer can then submit the form for processing.
  • the NetRep Client is divided into 5 different areas, see Figure 11.
  • Profiling Queue The Profiling Queue is where all unengaged customers currently on the web site are listed. Clicking anywhere in the row containing the customer will highlight the row and make the customer selected the Active Customer. When highlighted, this reference row also activates the personalization information relevant to the customer, if there personalization data for the customer. This additional information aids the NetRep in further profiling data to aid in the prioritization of the customer. In addition, listed alongside each customer on the site are the following data points, see Figure 12. Status - In a two letter code, the Status displays whether a customer is available (AV), has been previously engaged (PE), or is requesting a assistance. (HI).
  • Page - Page is the length of time the customer has been viewing the page.
  • the time is formatted as 'hh:mm:ss' where 'hh' is the number of hours, 'mm' is the number of minutes, and 'ss' is the number of seconds the customer has been on the current page.
  • Site - Site is the length of time the customer has been perusing the site in the current browsing session.
  • a browsing session ends when the customer does not view a page in the active web site for a 'x' number of seconds.
  • the time format is the same as in Page.
  • Current Page - Page is a description of the page the customer is currently viewing. This may be the title of the page, error codes encountered by the customers, the name or SKU of a product the customer is viewing, any phrase outputted by the web site, or a combination of the above.
  • Current Cart Item - The Current Cart item column displays the most recent product with positive activity (addition of quantity) in the customer's shopping cart.
  • Cart Total The total price of all items in the customer's shopping cart multiplied by the individual quantities of each product appears in the Cart Total column.
  • ID - ID is the unique identifier given to the listed customer. This ID is used to track the customer as they progress through the site. This ID can be explicitly defined by the web site. This is possible when the sponsoring web site platform maintains a unique identifier. This explicitly defined identifier then allows the icontact server to utilize information stored in the sponsoring web site's platform and database when profiling a user.
  • IP - The IP column displays the IP (Internet Protocol) address of the listed customer. This is useful when determining the origin of this customer. A reverse- lookup of the customer's IP address may offer insight into their connectivity or the corporation's network they are using to access the internet.
  • IP Internet Protocol
  • Engaged Queue The Engaged Queue displays all customers that are currently engaged by the representative (the NetRep) using this NetRep client. It contains the same data points as the Staging Queue. Selecting a customer in this queue will highlight the row of data for the customer and make them the Active Customer. Only one customer can be the Active Customer at a time. This allows the NetRep to switch between several engaged and unengaged customers and view profiling information specific to each individual customer.
  • the Personalization Area contains data specific to the Active Surfer to profile the current Active Customer. When selected, each of the tabs will display personal information specific to that customer. In addition, this information displays status messages that the Surfer sees that enables the NetRep to support and aid in the successful completion of a transaction. These tabs are fully functional whether the Active Customer is engaged or not engaged.
  • the list of available Personalization tabs are as follows: Notes - The Notes tab allows retrieval and creation of distinguishing data about this user. The representative can enter personal information such as name, address, and various notes about the customer which can be referenced, changed, and searched by representatives that encounter this customer in the future. In addition, this tab allows for entering lead generation information which is then referenced in database reports.
  • History The History tab lists all past session visits from this customer, the number of purchases the surfer has made, the average dollars spent on each purchase, the pages the customer viewed and the amount of time spent on these pages for the currently selected session and the pages viewed during the current session.
  • any previous conversations with a NetRep the customer had through the icontact system may be viewed. This is especially useful when needing to reference previous pricing discussions that may have occurred not only at different times of the site visits, but with different NetReps.
  • the default session selected is the current session.
  • the NetRep may view past history information by selecting the session from the drop-down control.
  • Cart - The Cart Tab acts as a complement for the Cart Total column located in the Staging and Engaged Queues.
  • the Cart Tab lists all products currently in the Active Customer's shopping cart and the progression of additions, removals, and quantity changes that brought the customer to arrive at the current state of contents.
  • the NetRep may also be enabled to view an image of the product.
  • Forms - The Forms Tab lists the various forms found throughout the sponsoring web site. The representative is able to view the values entered by the customer. If the surfer makes errors in the submission, the NetRep can simultaneously see the error messages and support and aid in the successful entry of the information. The NetRep can even make changes to these values him or herself and 'push' the form with the newly entered data to the customer while the customer is engaged.
  • the Queries Tab is an open definition tab that can be used to integrate the NetRep client into existing or custom created backend systems or databases. For example, if the LD of the customer is explicitly defined by the sponsoring web site, that ID allows unique reference to data stored on the backend systems of the sponsoring Web site. The representative then has available to them all data resources stored on the various systems in the sponsoring organization.
  • the Personalization areas are totally customizable to meet the individual web site needs. Data can be presented to the NetRep screens not only from the web site, but also can come from the customer data bases. As an example, if a customer would like to integrate a Tracking/Shipping data base for the NetRep 's use, a tab can be created to interface with the Tracking/Shipping data in this Personalization area.
  • the Programmed Response area conveys the knowledge designed to assist the representative in answering questions posed by the customers in conversation and direct the customers to information resources on the sponsoring web site.
  • the Programmed Response area consists of two portions:
  • the Preset Messages tab is a collection of available responses stored in an hierarchical structure for easy retrieval.
  • the Preset Messages can be imported from other available customer service prompting systems. This area may also be interfaced to a natural language parsing system to provide a limited listing of responses based on the current conversation.
  • Tour Guide Tab is a collection of destinations that an engaged customer may be proactively directed or displayed a link in a conversation.
  • the destinations are stored in an hierarchical system.
  • the destinations may be imported from product listings or other database defined dynamic pages.
  • This area may also be interfaced to a natural language parsing system to provide a limited listing of destinations based on the content within the current conversation.
  • This capability also extends to the sending of presentation files, such as Microsoft's PowerPoint, Acrobat's PDF files, multimedia files, as well as other medium used to tell a story, or document a product or process.
  • the Current Conversation area contains the interface for sending messages to the currently engaged Active Customer. Upon pressing enter or clicking Send, the contents of the Outgoing Message box will be sent to the engaged Active Customer.
  • the ongoing conversation with the Active Customer appears above.
  • the conversation is color coded and labeled with the originator of the message. Using the color red, for example, denotes an intuitive message to the NetRep that attention is needed in the conversation. Selecting a different customer in the Engaged Queue will switch the Current Conversation area to the conversation involving the selected customer.
  • the icontact system has several core functionalities.
  • the combination of these functionalities allow for an overall system of profiling, proactive engagement, and assistance for customers perusing the sponsoring web site.
  • the web server returns a frameset page with frames named Content and Beat at a step 2.
  • the Content frame requests a page from the web server which is returned to the Content frame at a step 3.
  • the hidden beat frame includes an image call that calls the INITCOOKIE function on the ISAPI server extension.
  • the ISAPI extension returns a cookie containing the customer's unique identifier at a step 4.
  • the hidden frame performs a UPULL function call to the ISAPI server extension, getting the customer's ID from the cookie, notifying the icontact system of the new customer at a step 5.
  • the hidden frame receives back a page that will perform the UPULL again after 'X' number of seconds.
  • the ISAPI server extension notifies the capture server that there is a new customer at a step 6.
  • the ISAPI server extension passes the customer's ID and current page.
  • the capture server notifies the NetRep server that a new customer is on the site at a step 7.
  • the notification includes the customer's ID and current page.
  • a new series of session information is created in the database for the customer at a step 8. This information includes the customer's current page, browser strings, and IP address.
  • the NetRep client application is notified of the new customer at a step 9. lib. Core Functionality - Continuing Customer Tracking Once the customer is viewing pages inside the icontact frameset, the system is able to continue tracking the customer as they progress through the Web Site. With reference to Figure 14: The customer clicks on a link that requests a new page from the web server at a step 1. The web server returns the page to the content frame at a step 2.
  • the returned page determines whether it is inside the icontact frameset through JavaScript code in the HTML HEAD. If it is not, then a request is made to the web server to load the icontact frameset with the current page as the main content at a step 2a.
  • the function PNOTIFY is sent to the ISAPI server extension passing a text description of the page the customer is currently viewing at a step 2b. It returns a one pixel graphic to the page.
  • the function UPPAGE is sent to the ISAPI server extension passing the URL of the page in the content frame at a step 2c.
  • UPPAGE updates the parameters in the UPULL function to include the new page.
  • the function call returns a one pixel graphic to the page.
  • the ISAPI server extension notifies the capture server that a customer has requested a new page at a step 3.
  • the notification includes the customer's ID, the URL of the page, and the page description.
  • the Capture server notifies the NetRep server that a customer has requested a new page at a step 4.
  • the notification includes the customer's ID, the URL of the page, and the page description.
  • the page history gets updated in the database for the customer at a step 5.
  • the NetRep client application is notified of the page change at a step 6 and the NetRep views the history at a step 7.
  • the NetRep client contains all available customers in the Staging Queue.
  • the NetRep is able to selectively engage individual customers.
  • the NetRep selects the customer from their Staging Queue and clicks Engage at a step 1.
  • the NetRep Client notifies the NetRep Server of the conversation request passing the customer's ID at a step 2.
  • the NetRep server notifies the conversation request to the Capture server passing the customer's ID at a step 3.
  • the customer's browser calls the UPPAGE function on the ISAPI server extension as part of the beat process at a step 4, which occurs every 'X' seconds.
  • the ISAPI server extension requests the state change from the Capture server where the ISAPI server extension is notified of the conversation request at a step 5.
  • the ISAPI server extension returns the JavaScript code to generate the conversation frameset on the customer's browser at a step 6.
  • the content frame is determined from the most recent UPPAGE function call at a step 6a.
  • the NetRep's initial message is retrieved from the ISAPI server at a step 6b. lid. Core Functionality - Reactive Engagement
  • the customer initiates a request by clicking on a link that calls the REQUESTJNETREP function on the ISAPI server extension and passes the URL of the current page in the content frame at a step 1.
  • the ISAPI server extension returns a frameset to the browser containing a Beat, Content, and Waiting frame.
  • the content frame is set to the URL passed in the REQUESTJNETREP function.
  • the ISAPI server extension notifies the Capture server of the request and passes the customer's ID at a step 2.
  • the Capture Server notifies the NetRep Server of the request and passes the customer's IP at a step 3.
  • the NetRep server saves the request to the database at a step 4.
  • the NetRep server notifies the NetRep Client of the request at a step 5.
  • the NetRep Client changes the status of the customer in the Customer Queue to notify the NetRep of the customer's request for a NetRep at a step 6.
  • the engagement is treated as a proactive engagement and is the NetRep's responsibility to react to the request.
  • the NetRep enters a message into the Current Conversation Area of the NetRep client while the engaged customer is selected in the NetRep Client's Engaged Queue at a step 1.
  • the message request is sent to the NetRep server along with the customer's ID at a step 2.
  • the NetRep Server saves the message into the database along with the customer' s ID at a step 3.
  • the NetRep Server passes the message and the customer's ID to the Capture server at a step 4.
  • the beat frame makes a scheduled call to the UPPAGE function on the ISAPI server extension at a step 5.
  • the server extension notes the existence of a new message in the customer's outgoing message queue at a step 6.
  • the ISAPI server extension sends code to the customer's browser requesting that it updates the NetRep portion of the visible conversation at a step 7.
  • the conversation requests the most recent conversation page from the ISAPI server extension.
  • the ISAPI server extension returns the most recent conversation including the message entered by the NetRep at a step 9.
  • the customer enters a message into the edit box in the conversation frame. This message is sent via the SMESS function call to the ISAPI server extension.
  • the ISAPI server extension notifies the capture server of the message and passes the customer's ID and message.
  • the Capture server passes the message and customer ID to the NetRep server.
  • the NetRep server saves the message and customer ID to the database.
  • the appropriate NetRep client is notified of the message and customer ID.
  • the customer's line in the Engaged Queue is updated and displays a flashing icon.
  • the message list for this customer is updated and displayed when the customer is selected in the Engaged Queue.
  • the NetRep is able to return the customer to a standard browsing section, removing the visible conversation frame, while maintaining the icontact frameset to allow continued tracking the customer's actions.
  • the NetRep selects the customer in their Engaged Queue and clicks
  • the NetRep Client notifies the NetRep server of the request and passes the customer's ID at a step 2.
  • the NetRep Server updates the database with the Customer's ID at a step 3.
  • the NetRep Server notifies the Capture server of the request, passing the customer's ID at a step 4.
  • the schedule UPPAGE request is made to the ISAPI server extension from the browser at a step 5.
  • the ISAPI server extension discovers the release request for the customer at a step 6.
  • the ISAPI server extension returns code that will create an un-engaged frameset on the browser at a step 7.
  • the frameset returned uses the last UPPAGE function parameter as the source for the content frame at a step 8. II. .
  • the contents of a customer's shopping cart can be stored in the icontact system to allow for personalizing and profiling the customer.
  • a customer requests a particular item be added to their shopping cart, at a step 1, or other action be taken that affects the customer's shopping cart. This may include changes of quantity, removal of an item or items, or final purchase of the item or items.
  • the Web Site returns the current contents of the shopping cart as defined by the Web Site Platform and Database at a step 2. This step is oblivious to the icontact system.
  • a single graphic image calls the REFRESHCART function on the ISAPI server extension, at a step 3, passing the price, SKU, name, and qty for each product in the shopping cart.
  • the ISAPI server extension notifies the Capture Server of the request and passes the customer's ID and all the data points passed to the ISAPI server extension at a step 4.
  • the Capture Server notifies the NetRep server of the request and passes the customer's ID and all the data points passed to the ISAPI server extension at a step 5.
  • the NetRep server passes the customer's ID and the contents of the cart to the Database where it is stored at a step 6.
  • the NetRep server computes the total value of the customer's cart and notifies the NetRep Client of the change by passing the customer's ID, the total value, and the last product in the shopping cart list of products at a step 7.
  • the NetRep is able to select a single engaged customer and direct the customer's browser to show a specific page in the Content frame as defined by the URL in the Tour Guide Tab of the Knowledge Base Area.
  • the NetRep selects a customer in the Engaged Queue of the NetRep Client, selects a page from the Tour Tab in the Knowledge Base area, and clicks Push at a step 1.
  • the NetRep Client notifies the NetRep Server of the request, passing the URL of the page to push and the customer's ID at a step 2.
  • the NetRep Server passes the URL and customer's ID to the Capture Server at a step 3.
  • the browser makes a scheduled call to the UPPAGE function on the ISAPI Server Extension at a step 4.
  • the ISAPI server extension discovers the waiting push page request at a step 5.
  • the ISAPI server extension sends the code to the browser that will change the content frame to the desired URL at a step 6.
  • the content frame requests the URL that was passed by the ISAPI server extension at a step 7.
  • This URL can reference any web site including the sponsoring web site, the icontact web site, or a 3 rd party.
  • the objective of the representative is to determine which customers to engage based upon predefined business rules. These rules may be designed to effectively target customers who are preparing to make large purchases, customers who appear to be lost, high profile surfers from history or customers who are interested in specific products.
  • the NetRep has several tools available in the NetRep Client. The Personalization Area and various prioritization functionality exist within the NetRep Client.
  • the Personalization Area in the upper-right hand section of the NetRep client breaks down information into different areas and is indexed to a specific customer.
  • the data here may either be the icontact third parties data systems.
  • the systems open architecture allows for any or all of the combinations to co-exist in this space.
  • the display area itself is an embedded web browser.
  • the specific URL requested for each tab is defined in the Administrative Client for the icontact system. The following describes how the content is retrieved. With reference to Figure 21 :
  • the NetRep client passes the selected customer's ID, IP address, misc. unique identifier, and current session information to the web server at a step 1.
  • the web server uses CGI to access the database to return information specific to the selected customer at a step 2.
  • the web server returns the HTML page to the NetRep Client at a step 3.
  • the NetRep client displays the information to the NetRep at a step 4.
  • the NetRep client offers both filtering and sorting as methods for prioritizing customer activity. All individual data points in the Profiling Queue can be sorted to allow the NetRep to quickly rank customer activity.
  • Filters can be developed so that a 'threshold' must be met before a surfer is seen in the Profiling queue. Filters can be based on time on site, on a page, dollars in their shopping basket, error conditions or other data points either within the web site or the customers enterprise data bases.
  • the individual NetRep client also allows the NetRep to filter on these data points to target particular customers.
  • Each NetRep involved in representing a web site is able to utilize different types of filters and is able to readily switch between these filters. The following is a list of the different filters available to the NetRep:
  • the NetRep can request that the staging queue only display Customers with a specific type of status. This becomes helpful when the NetRep is looking to act within a reactive model as the NetRep can select that only Customers requesting assistance will appear in the Staging area.
  • Time On Page/Time On Site - The NetRep is able to view customers in the Staging Queue only after they have been on the site or page for a particular amount of time. This is helpful when looking for customers that have been on a help screen or are viewing the checkout form.
  • the NetRep is able to choose whether this type of filter is persistent or non-persistent. If a customer views a page that is listed in the predefined list of filter pages, they will appear in the Staging Queue. If the filter is persistent, the customer will then remain in the Staging Queue irregardless of their current page.
  • Shopping Cart - The NetRep is able to define a threshold value for the dollar amount of a customers Shopping Cart. If the total value of the Customer's shopping cart is greater then this value, the customer appears in the Staging Queue.
  • An exemplary embodiment of the invention allows the NetRep to assist selected customers. For example, the following example shows how profiling a customer may assist in helping customers complete more sales. While helping a customer, the NetRep notices that another customer has been on the site for a long time (Time On Site in the Staging Queue) and that the customer already has a large dollar amount in the Cart Total, Figure 22a.
  • the NetRep further investigates the customer by selecting the Shop Cart Tab in the profiling area after clicking on the customer, Figure 22b.
  • the customer has several items in the cart and, in this example, this satisfies the specific business rules of the sponsoring company to proactively engage a customer.
  • the NetRep engages the customer by clicking Engage on the NetRep client.
  • the customer's browser opens up the conversation window, Figure 22c, and the NetRep's default greeting is displayed.
  • the NetRep now has two customers engaged and can switch between the conversations be selecting the customer in the Engaged Queue, Figure 22d.
  • the Customer now composes a reply message to the NetRep in the conversation window. For example, here the customer is looking for a particular type of product, Figure 22e.
  • the NetRep composes a response after finding the product in the
  • the NetRep sends the response, selects the product from the tour tab, and clicks Push, Figure 22f.
  • the customer receives the message from the NetRep and the screen is refreshed to the page containing the requested product, Figure 22g.
  • the customer composes a message to the NetRep asking to be released.
  • the NetRep releases the customer by clicking on the Release button, Figure 22h.
  • the following example of another embodiment of the invention monitors the customer shopping cart and forms profiling systems of an e-commerce web site.
  • the NetRep is able to view the current page a customer is on through the Staging Queue on the NetRep Client, Figure 23 a, and that the customer has yet to complete the ordering form for the site, Figure 23b.
  • the NetRep Upon customer submission, the NetRep is able to view the values entered by the customer through the Forms Tab in the Profiling Area, Figure 23d.
  • the NetRep engages the customer.
  • the NetRep composes a message based on the error information provided in the Forms Tab, Figure 23e.
  • the customer receives the message from the NetRep, Figure 23f.
  • the customer composes a message containing the missing information, Figure 23 g.
  • the NetRep receives this message from the customer, Figure 23h, and the NetRep uses the Forms Tab to store this information, Figure 23i.
  • the NetRep selects the Order Form from the Tour Tab in the Programmed Response Area and clicks the Push button, Figure 23j.
  • the customer receives the Push page and verifies that everything is correct, Figure 23k.
  • the customer submits the order form. If the values were correct, the customer receives a confirmation, Figure 231. If there were errors remaining in the form, the NetRep is able to continue helping the customer fill out the form and/or push the form an additional number of times.
  • the core system allows for much flexibility in including additional technologies in a new and unique format.
  • the data collected from customer activity is analyzed to provide reports not only on page demographics, but on the effective use of customer support to increase sales and customer loyalty.
  • Voice and multimedia can be integrated into the platform.
  • the Programmed Response area can be dynamic through database access and natural language parsing. V.a. Reporting
  • the icontact Database stores every page customers view, the contents of all shopping carts, all conversations, all engagements, and all sales. This data is analyzed through statistical reports that help determine NetRep efficiency, online sales efficiency, traffic patterns, and quantitative analysis of customer support.
  • the database On a nightly basis, the database is analyzed and statistical information for the last day and last week are stored in Database tables that are referenced in a series of reports that are accessible via a web browser, see Figure 24.
  • the reports and data can also be exported for further analysis. V.b. Click to talk
  • Connecting the icontact system to a telephony system provides a NetRep with the means of talking directly to a customer via a telephone.
  • the NetRep pushes a form out to the customer.
  • the form prompts for the customer's telephone number.
  • the form has already been tagged with the NetRep's telephone number.
  • the customer completes the form and presses submit.
  • the submission executes on a server that in turn initiates a phone call to the NetRep.
  • VoIP Voice over IP

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Strategic Management (AREA)
  • Finance (AREA)
  • Game Theory and Decision Science (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Information Transfer Between Computers (AREA)

Abstract

L'invention concerne un système et un procédé permettant à un service client représentant une société (NetRep)d'établir une communication via un réseau électronique avec un client explorant le site Web de commerce électronique de cette société. Une application NetRep-client indique la présence et le statut de chaque client explorant un site Web de commerce électronique, notamment les sites Web visités antérieurement par le client et l'état du panier. Des filtres peuvent être employés pour sélectionner certains clients en vue d'une assistance. L'application NetRep-client comprend une base de connaissance dynamique composée de messages préétablis sélectionnés à l'adresse du client en fonction de son statut ou de ses antécédents. Le représentant NetRep peut en outre initier une conversation ou charger une page Web sur l'explorateur du client et peut assister le client de manière interactive pour le remplissage d'un formulaire.
PCT/US2000/000067 1999-01-04 2000-01-04 Procede et systeme de lecture du contenu d'un panier d'achat electronique WO2000041118A2 (fr)

Priority Applications (3)

Application Number Priority Date Filing Date Title
CA002322221A CA2322221A1 (fr) 1999-01-04 2000-01-04 Procede et systeme de lecture du contenu d'un panier d'achat electronique
AU22234/00A AU2223400A (en) 1999-01-04 2000-01-04 Process and system for reading contents of an electronic shopping cart
EP00901385A EP1080436A2 (fr) 1999-01-04 2000-01-04 Procede et systeme de lecture du contenu d'un panier d'achat electronique

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US11464499P 1999-01-04 1999-01-04
US60/114,644 1999-01-04

Publications (3)

Publication Number Publication Date
WO2000041118A2 true WO2000041118A2 (fr) 2000-07-13
WO2000041118A3 WO2000041118A3 (fr) 2000-12-28
WO2000041118A9 WO2000041118A9 (fr) 2001-10-18

Family

ID=22356537

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2000/000067 WO2000041118A2 (fr) 1999-01-04 2000-01-04 Procede et systeme de lecture du contenu d'un panier d'achat electronique

Country Status (4)

Country Link
EP (1) EP1080436A2 (fr)
AU (1) AU2223400A (fr)
CA (1) CA2322221A1 (fr)
WO (1) WO2000041118A2 (fr)

Cited By (10)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
GB2368246A (en) * 2000-10-17 2002-04-24 Hewlett Packard Co Communication session overview with user interface for an information page server
US6988126B2 (en) 2000-10-17 2006-01-17 Hewlett-Packard Development Company, L.P. Contact center system and method for specifying different service specific behavior and offering range of corresponding customer services
US7000019B2 (en) 2000-10-17 2006-02-14 Hewlett-Packard/Development Company L.P. Establishment of a deferred network communication session
WO2006132834A1 (fr) * 2005-06-03 2006-12-14 Marketinggenius.Com, Inc. Architecture de base de donnees en temps reel
US7334017B2 (en) 2000-10-17 2008-02-19 Hewlett-Packard Development Company L.P. Content provider entity for communication session
US20080120164A1 (en) * 2006-11-17 2008-05-22 Avaya Technology Llc Contact center agent work awareness algorithm
US7734722B2 (en) 2005-06-02 2010-06-08 Genius.Com Incorporated Deep clickflow tracking
US7984058B2 (en) 2005-06-02 2011-07-19 Genius.Com Incorporated Database query construction and handling
US8166173B2 (en) 2000-10-17 2012-04-24 Hewlett-Packard Development Company, L.P. Inviting assistant entity into a network communication session
US20210383459A1 (en) * 2017-12-22 2021-12-09 Paypal, Inc. System and Method for Creating and Analyzing A Low-Dimension Representation of Webpage Sequence

Families Citing this family (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US11902129B1 (en) 2023-03-24 2024-02-13 T-Mobile Usa, Inc. Vendor-agnostic real-time monitoring of telecommunications networks

Citations (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5606496A (en) * 1990-08-14 1997-02-25 Aegis Technologies, Inc. Personal assistant computer method
WO1997012448A2 (fr) * 1995-09-15 1997-04-03 Edify Corporation Systeme et procede de synchronisation de 'page web'
EP0820028A2 (fr) * 1996-07-16 1998-01-21 Lucent Technologies Inc. Méthode et système pour obtenir et échanger de l'information sur l'Internet
WO1999018514A1 (fr) * 1997-10-06 1999-04-15 Contact Dynamics, Inc. Systeme permettant a un vendeur de discuter avec un client parcourant le site web du vendeur
EP0926614A2 (fr) * 1997-12-24 1999-06-30 Nortel Networks Corporation Procédé et système de vente à distance dependant au activité
US6070149A (en) * 1998-07-02 2000-05-30 Activepoint Ltd. Virtual sales personnel

Patent Citations (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5606496A (en) * 1990-08-14 1997-02-25 Aegis Technologies, Inc. Personal assistant computer method
WO1997012448A2 (fr) * 1995-09-15 1997-04-03 Edify Corporation Systeme et procede de synchronisation de 'page web'
EP0820028A2 (fr) * 1996-07-16 1998-01-21 Lucent Technologies Inc. Méthode et système pour obtenir et échanger de l'information sur l'Internet
WO1999018514A1 (fr) * 1997-10-06 1999-04-15 Contact Dynamics, Inc. Systeme permettant a un vendeur de discuter avec un client parcourant le site web du vendeur
EP0926614A2 (fr) * 1997-12-24 1999-06-30 Nortel Networks Corporation Procédé et système de vente à distance dependant au activité
US6070149A (en) * 1998-07-02 2000-05-30 Activepoint Ltd. Virtual sales personnel

Non-Patent Citations (2)

* Cited by examiner, † Cited by third party
Title
"Brightware ships web's first automated real-time advice agent" INTERNET, [Online] 29 June 1998 (1998-06-29), XP002924861 Retrieved from the Internet: <URL:http://www.brightware.com/news/press/ 1998_06_29_Brightware> [retrieved on 1999-08-25] *
MATTHEW N: "NEUROMEDIA OFFERS AUTOMATED ONLINE SERVICE" INFOWORLD,US,SAN MATEO, CA, vol. 20, no. 13, 30 March 1998 (1998-03-30), pages 1-2, XP000901630 ISSN: 0199-6649 *

Cited By (13)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7334017B2 (en) 2000-10-17 2008-02-19 Hewlett-Packard Development Company L.P. Content provider entity for communication session
GB2368246B (en) * 2000-10-17 2004-09-01 Hewlett Packard Co Overview subsystem for information page server
US6988126B2 (en) 2000-10-17 2006-01-17 Hewlett-Packard Development Company, L.P. Contact center system and method for specifying different service specific behavior and offering range of corresponding customer services
US6996605B2 (en) 2000-10-17 2006-02-07 Hewlett-Packard Development Company L.P. Overview subsystem for information page server
US7000019B2 (en) 2000-10-17 2006-02-14 Hewlett-Packard/Development Company L.P. Establishment of a deferred network communication session
GB2368246A (en) * 2000-10-17 2002-04-24 Hewlett Packard Co Communication session overview with user interface for an information page server
US8166173B2 (en) 2000-10-17 2012-04-24 Hewlett-Packard Development Company, L.P. Inviting assistant entity into a network communication session
US7734722B2 (en) 2005-06-02 2010-06-08 Genius.Com Incorporated Deep clickflow tracking
US7984058B2 (en) 2005-06-02 2011-07-19 Genius.Com Incorporated Database query construction and handling
WO2006132834A1 (fr) * 2005-06-03 2006-12-14 Marketinggenius.Com, Inc. Architecture de base de donnees en temps reel
US8103690B2 (en) 2005-06-03 2012-01-24 Genius.Com Realtime database architecture
US20080120164A1 (en) * 2006-11-17 2008-05-22 Avaya Technology Llc Contact center agent work awareness algorithm
US20210383459A1 (en) * 2017-12-22 2021-12-09 Paypal, Inc. System and Method for Creating and Analyzing A Low-Dimension Representation of Webpage Sequence

Also Published As

Publication number Publication date
EP1080436A2 (fr) 2001-03-07
WO2000041118A9 (fr) 2001-10-18
WO2000041118A3 (fr) 2000-12-28
CA2322221A1 (fr) 2000-07-13
AU2223400A (en) 2000-07-24

Similar Documents

Publication Publication Date Title
US7225148B2 (en) E-commerce shopping cart
Jun et al. The key determinants of internet banking service quality: a content analysis
AU2002232534B2 (en) System and method for incentivizing online sales
US7512548B1 (en) Use of shopping cart to collect and purchase items selected from multiple web sites
CA2293742C (fr) Systeme informatique de suivi et de gestion integres d&#39;activites de nature commerciale sur un reseau d&#39;acces public
CN1818941B (zh) 信息处理系统、信息提供与处理设备及其方法、以及程序
US20020083167A1 (en) Communications system and method
US20050283408A1 (en) System and method to prevent termination of on-line transactions
AU2002232534A1 (en) System and method for incentivizing online sales
KR20010072568A (ko) 지원 방법 및 장치
US20020178154A1 (en) Negotiation system and method for electronic commerce
US20140257976A1 (en) Apparatus and method for enhancing transactions using rule information to communicate with multiple applications
WO2000041118A2 (fr) Procede et systeme de lecture du contenu d&#39;un panier d&#39;achat electronique
Shariq Internet banking in Pakistan
US20050108135A1 (en) Methods and apparatus for allowing consumers to make choices among financial service providers and providing incentives to the consumers
JP2001338113A (ja) ネット収集データの自動分析方法およびネット収集データの自動分析システム
KR100774083B1 (ko) 온라인 증권 거래 상담 시스템 및 온라인 증권 거래 상담방법
WO2002054303A1 (fr) Technologie de commerce electronique interactif intelligent
Coughlan et al. Evaluating the effectiveness of customers’ communication experiences with online retailers–a study of e-mortgages
AU2007221836B2 (en) System and method for incentivizing online sales
Sharma et al. Managing Business-Consumer Interactions in the e-world
KR20070120021A (ko) 온라인 증권 거래 상담 시스템 및 온라인 증권 거래 상담방법
Marcolin et al. Web-Enabled Interactivity: An Audit Tool
WO2013105102A1 (fr) Système et procédé mis en œuvre sur ordinateur pour aider les utilisateurs de sites web
WO2002039213A2 (fr) Systeme de prise de decision et d&#39;execution fonctionnant dans un reseau electronique

Legal Events

Date Code Title Description
AK Designated states

Kind code of ref document: A2

Designated state(s): AE AL AM AT AU AZ BA BB BG BR BY CA CH CN CR CU CZ DE DK DM EE ES FI GB GD GE GH GM HR HU ID IL IN IS JP KE KG KP KR KZ LC LK LR LS LT LU LV MA MD MG MK MN MW MX NO NZ PL PT RO RU SD SE SG SI SK SL TJ TM TR TT TZ UA UG US UZ VN YU ZA ZW

AL Designated countries for regional patents

Kind code of ref document: A2

Designated state(s): GH GM KE LS MW SD SL SZ TZ UG ZW AM AZ BY KG KZ MD RU TJ TM AT BE CH CY DE DK ES FI FR GB GR IE IT LU MC NL PT SE BF BJ CF CG CI CM GA GN GW ML MR NE SN TD TG

ENP Entry into the national phase in:

Ref document number: 2322221

Country of ref document: CA

WWE Wipo information: entry into national phase

Ref document number: 22234/00

Country of ref document: AU

121 Ep: the epo has been informed by wipo that ep was designated in this application
WWE Wipo information: entry into national phase

Ref document number: 2000901385

Country of ref document: EP

AK Designated states

Kind code of ref document: A3

Designated state(s): AE AL AM AT AU AZ BA BB BG BR BY CA CH CN CR CU CZ DE DK DM EE ES FI GB GD GE GH GM HR HU ID IL IN IS JP KE KG KP KR KZ LC LK LR LS LT LU LV MA MD MG MK MN MW MX NO NZ PL PT RO RU SD SE SG SI SK SL TJ TM TR TT TZ UA UG US UZ VN YU ZA ZW

AL Designated countries for regional patents

Kind code of ref document: A3

Designated state(s): GH GM KE LS MW SD SL SZ TZ UG ZW AM AZ BY KG KZ MD RU TJ TM AT BE CH CY DE DK ES FI FR GB GR IE IT LU MC NL PT SE BF BJ CF CG CI CM GA GN GW ML MR NE SN TD TG

WWP Wipo information: published in national office

Ref document number: 2000901385

Country of ref document: EP

REG Reference to national code

Ref country code: DE

Ref legal event code: 8642

AK Designated states

Kind code of ref document: C2

Designated state(s): AE AL AM AT AU AZ BA BB BG BR BY CA CH CN CR CU CZ DE DK DM EE ES FI GB GD GE GH GM HR HU ID IL IN IS JP KE KG KP KR KZ LC LK LR LS LT LU LV MA MD MG MK MN MW MX NO NZ PL PT RO RU SD SE SG SI SK SL TJ TM TR TT TZ UA UG US UZ VN YU ZA ZW

AL Designated countries for regional patents

Kind code of ref document: C2

Designated state(s): GH GM KE LS MW SD SL SZ TZ UG ZW AM AZ BY KG KZ MD RU TJ TM AT BE CH CY DE DK ES FI FR GB GR IE IT LU MC NL PT SE BF BJ CF CG CI CM GA GN GW ML MR NE SN TD TG

COP Corrected version of pamphlet

Free format text: PAGES 1/43-43/43, DRAWINGS, REPLACED BY NEW PAGES 1/43-43/43; DUE TO LATE TRANSMITTAL BY THE RECEIVING OFFICE

WWW Wipo information: withdrawn in national office

Ref document number: 2000901385

Country of ref document: EP