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TWI847689B - Automatic marketing program setting and execution system - Google Patents

Automatic marketing program setting and execution system Download PDF

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Publication number
TWI847689B
TWI847689B TW112117730A TW112117730A TWI847689B TW I847689 B TWI847689 B TW I847689B TW 112117730 A TW112117730 A TW 112117730A TW 112117730 A TW112117730 A TW 112117730A TW I847689 B TWI847689 B TW I847689B
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drag
marketing
icon
business server
module
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TW112117730A
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TW202445457A (en
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林庭箴
林鼎超
張皓博
賴廷皓
楊秉叡
李晏瑋
何孟輯
黃宗玄
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愛酷智能科技股份有限公司
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Abstract

An automated marketing program setting and execution system is disclosed. The system is installed in a server host, and the server host is signally connected with a plurality of commercial servers and a client device. The system includes a display module, a marketing journey start module, a future event trigger module, a historical event module, a marketing tool module, a marketing journey termination module, an executive function module, an advertisement setting module and an execution module. The present invention uses the above-mentioned modules to set all the events in the marketing activities with drag-and-drop icons and monitors the feedback information of each commercial server through the working host to achieve or evaluate marketing effects. The operation interface is simple and easy to understand, which can reduce the effort of marketers when dealing with a large number of online marketing activities.

Description

自動化行銷程序設定與執行系統 Automated marketing program setting and execution system

本發明關於一種自動化行銷系統,特別是一種自動化整合多元數據,可藉由每一消費者的數位足跡來提供精準銷售資訊投放的自動化行銷程序設定與執行系統。 The present invention relates to an automated marketing system, in particular to an automated marketing program setting and execution system that automatically integrates multiple data and can provide accurate sales information delivery through the digital footprint of each consumer.

在數位化行銷環境越來越成熟的消費市場中,網路上的「消費」動作僅是滑鼠按鍵的點擊或是觸控螢幕上的觸擊,其後續效應便是跟進的金流與物流的產生,滿足了消費者的需求。而在電商平台的競爭中,消費者在瀏覽各電商平台的消費頁面後,可能會被目不暇給的廣告資訊所迷惑,無法下定決心購買需要的商品,甚至是落於比價陷阱中而等待最佳銷售時機(比如促銷季)的來臨。如此一來,影響的不單是銷售者的業績,也有可能讓銷售產品品牌的價值與廣告的功效打折扣。因此,有效跟進消費者的需求並於適當時機投放正確的資訊來推助消費者下定購物決心,成為了當今行銷人員工作的重心。 In the consumer market where the digital marketing environment is becoming more and more mature, the "consumption" action on the Internet is just a click of the mouse button or a touch on the touch screen. The subsequent effect is the generation of follow-up financial and logistics flows, which meets the needs of consumers. In the competition of e-commerce platforms, consumers may be confused by the overwhelming advertising information after browsing the consumption pages of various e-commerce platforms, and they may not be able to make up their minds to buy the products they need, or even fall into the price comparison trap and wait for the best sales opportunity (such as the promotion season). In this way, it is not only the sales performance that is affected, but also the value of the brand of the product being sold and the effectiveness of the advertisement may be discounted. Therefore, effectively following up on consumer needs and delivering the right information at the right time to encourage consumers to make a purchase decision has become the focus of today’s marketing personnel.

以上提到的行銷手法概稱為精準行銷。行銷工作之難以達成「精準」,主要導因於基於個資隱私的保護,電商平台除會員外,無法取得進入電商網頁瀏覽者的資訊,難以掌握這些潛在消費者的喜好,提供的商品資訊也無法客製(精準)化。此外,即便是電商平台的會員,如果不常進入電商平台互動,那他可能 成為不活躍的客戶,電商平台也只能根據大數據的分析,猜猜他的喜好來推薦產品。可想而知,這樣的行銷手法也難以精準。 The marketing methods mentioned above are generally referred to as precision marketing. The difficulty in achieving "precision" in marketing work is mainly due to the protection of personal information privacy. The e-commerce platform cannot obtain the information of visitors to the e-commerce website except for members, making it difficult to grasp the preferences of these potential consumers, and the product information provided cannot be customized (precise). In addition, even if a member of the e-commerce platform does not often enter the e-commerce platform to interact, he may become an inactive customer, and the e-commerce platform can only recommend products based on the analysis of big data and guess his preferences. It is conceivable that such marketing methods are also difficult to be precise.

雖然存在著以上的困擾,但是隨著網路工具的推陳出新,精準行銷也有可行的機會。舉例而言,潛在消費者除了在電商平台上活動,也可能活躍於社交平台上,在一些基於保護用戶信息安全的環境下,電商平台可與社交平台合作取得他們與商品或喜好相關的資訊,用來判斷這些潛在消費者的消費傾向。此外,電商平台也可在其商務網頁中埋code,藉由追蹤消費者的數位足跡來判斷消費者的需求,從而可進行後續的行銷活動。雖然這些網路工具幫助了電商平台行銷人員,但面臨廣大的資訊流量與配合操作的工具,這些行銷人員還是處在整合資源與不斷學習的壓力下工作,追求行銷成果及效率是個遙不可及的夢想。 Despite the above difficulties, with the introduction of new online tools, precision marketing also has feasible opportunities. For example, in addition to being active on e-commerce platforms, potential consumers may also be active on social platforms. In some environments based on protecting user information security, e-commerce platforms can cooperate with social platforms to obtain their information related to products or preferences to determine the consumption tendencies of these potential consumers. In addition, e-commerce platforms can also embed codes in their business pages to track consumers' digital footprints to determine consumer needs, so that subsequent marketing activities can be carried out. Although these online tools have helped e-commerce platform marketers, faced with the vast amount of information traffic and the tools required for operation, these marketers are still under the pressure of integrating resources and constantly learning. Pursuing marketing results and efficiency is an unattainable dream.

本段文字提取和編譯本發明的某些特點。其它特點將被揭露於後續段落中。其目的在涵蓋附加的申請專利範圍之精神和範圍中,各式的修改和類似的排列。 This paragraph extracts and compiles certain features of the invention. Other features will be revealed in subsequent paragraphs. Its purpose is to cover various modifications and similar arrangements within the spirit and scope of the attached patent application.

為了滿足以上需求,本發明提出了一種自動化行銷程序設定與執行系統。該系統安裝於一伺服主機中,該伺服主機與複數個商業伺服器及一使用端裝置訊號連接,包含:一顯示模組,於該使用端裝置的一螢幕上顯示一設定介面以設定一行銷旅程專案的一名稱、一起始時間、一終止時間,在該設定介面的設定作業完成後於該螢幕上顯示一單頁式畫布,該單頁式畫布周邊具有多個拖拉式圖標,其中每一拖拉式圖標可被拖拉以複製至該單頁式畫布中,可選擇地有向連結到另一個在該單頁式畫布中的拖拉式圖標;一行銷旅程起始模組,於該單頁式畫布顯示後預設一起點拖拉式圖標於其中,該起點拖拉式圖標被點擊後設定該 起點拖拉式圖標的一起點類型條件;一未來事件觸發模組,於一未來事件觸發拖拉式圖標被拉入該單頁式畫布中啟動,該未來事件觸發拖拉式圖標被點擊以設定至少一個未來事件,每一未來事件為一個對應的商業伺服器於未來一時段中觸發的指定功能;一歷史事件模組,於一歷史事件拖拉式圖標被拉入該單頁式畫布中啟動,該歷史事件拖拉式圖標被點擊以設定一歷史事件,每一歷史事件為一個對應的商業伺服器於過去一時段中觸發的指定功能或於一電商平台商業伺服器中於過去一時段中的交易記錄,可以發生與不發生該歷史事件分別可選擇地有向連結到另一個在該單頁式畫布中的拖拉式圖標;一行銷工具模組,於一行銷工具拖拉式圖標被拉入該單頁式畫布中啟動,該行銷工具拖拉式圖標被點擊以設定一個對應的商業伺服器針對所有用戶端,或滿足該至少一個未來事件的用戶端及/或滿足該歷史事件的用戶端,執行的一行銷作業;一行銷旅程終止模組,於一終點拖拉式圖標被拉入該單頁式畫布中啟動,該終點拖拉式圖標不再有向連結到另一個在該單頁式畫布中的拖拉式圖標;以及一執行模組,將滿足該起點類型條件的該起點拖拉式圖標與該終點拖拉式圖標間所有有向連結的拖拉式圖標中設定執行的行銷作業,通知對應的商業伺服器以執行。 In order to meet the above requirements, the present invention proposes an automated marketing program setting and execution system. The system is installed in a server host, which is signal-connected to a plurality of commercial servers and a user end device, and includes: a display module, which displays a setting interface on a screen of the user end device to set a name, a start time, and an end time of a marketing journey project. After the setting operation of the setting interface is completed, a single-page canvas is displayed on the screen, and the single-page canvas has a plurality of drag-and-drop icons around it, wherein each drag-and-drop icon can be dragged to copy to the single-page canvas, and can be selectively linked to another drag-and-drop icon in the single-page canvas. a marketing journey start module, which presets a starting point drag icon in the single-page canvas after the single-page canvas is displayed, and sets a starting point type condition of the starting point drag icon after the starting point drag icon is clicked; a future event trigger module, which is activated when a future event trigger drag icon is dragged into the single-page canvas, and the future event trigger drag icon is clicked to set at least one future event, each future event is a designated function triggered by a corresponding business server in a future period of time; a historical event module, which is activated when a historical event drag icon is dragged into the single-page canvas A single-page canvas is activated, and the historical event drag-and-drop icon is clicked to set a historical event. Each historical event is a designated function triggered by a corresponding business server in the past period or a transaction record in a business server of an e-commerce platform in the past period. The occurrence and non-occurrence of the historical event can be selectively linked to another drag-and-drop icon in the single-page canvas; a marketing tool module is activated when a marketing tool drag-and-drop icon is dragged into the single-page canvas, and the marketing tool drag-and-drop icon is clicked to set a corresponding business server. A marketing operation is executed for all clients, or clients that meet the at least one future event and/or clients that meet the historical event; a marketing journey termination module is activated when an end point drag icon is dragged into the single page canvas, and the end point drag icon is no longer directly linked to another drag icon in the single page canvas; and an execution module notifies the corresponding business server to execute the marketing operation set in all directed linked drag icons between the start point drag icon and the end point drag icon that meet the start point type condition.

所述的自動化行銷程序設定與執行系統可進一步包含一執行功能模組,於一執行功能拖拉式圖標被拉入該單頁式畫布中啟動,該執行功能拖拉式圖標被點擊以增加有向連結到的拖拉式圖標的數量,設定前後有向連結的拖拉式圖標間於執行時的一時間差,及監控一客戶關係管理商業伺服器發出的電子郵件是否為已閱讀狀態。 The automated marketing program setting and execution system may further include an execution function module, which is activated when an execution function drag-and-drop icon is dragged into the single-page canvas, the execution function drag-and-drop icon is clicked to increase the number of drag-and-drop icons with a directed link, set a time difference between the previous and next directed link drag-and-drop icons during execution, and monitor whether an email sent by a customer relationship management business server is in a read state.

所述的自動化行銷程序設定與執行系統還可進一步包含一廣告設定模組,於一廣告設定拖拉式圖標被拉入該單頁式畫布中啟動,該廣告設定拖拉式圖標被點擊以對一廣告行銷平台商業伺服器設定一行銷廣告的費用及受眾,其中該執行模組於執行時通知該廣告行銷平台商業伺服器執行該行銷廣告。 The automated marketing program setting and execution system may further include an advertisement setting module, which is activated when an advertisement setting drag-and-drop icon is dragged into the single-page canvas, and the advertisement setting drag-and-drop icon is clicked to set the cost and audience of a marketing advertisement for an advertisement marketing platform business server, wherein the execution module notifies the advertisement marketing platform business server to execute the marketing advertisement during execution.

依照本發明,若對應的商業伺服器為一客戶關係管理商業伺服器,該行銷作業為發送特定內容的電子郵件。 According to the present invention, if the corresponding business server is a customer relationship management business server, the marketing operation is to send an email with specific content.

依照本發明,若對應的商業伺服器為一簡訊發送商業伺服器,該行銷作業為發送特定內容的簡訊。 According to the present invention, if the corresponding business server is a SMS sending business server, the marketing operation is to send SMS with specific content.

依照本發明,若對應的商業伺服器為一網頁內容生成商業伺服器,該行銷作業為於瀏覽網頁時跳出的具有特定超連結的視窗或圖案。 According to the present invention, if the corresponding commercial server is a commercial server for generating web page content, the marketing operation is a window or pattern with a specific hyperlink that pops up when browsing the web page.

依照本發明,若對應的商業伺服器為一即時通訊商業伺服器,該行銷作業為特定內容的文字、圖案、動畫或影片。 According to the present invention, if the corresponding business server is an instant messaging business server, the marketing operation is text, graphics, animation or video of specific content.

最好,該指定功能為註冊會員、點擊網頁橫幅、全網站搜尋、進入商品列表頁、瀏覽商品、進入文章列表頁、瀏覽文章、進入活動頁、點擊熱門關鍵字、點擊導覽行為、執行試算工具、撥打電話、跨渠道綁定身分、新增購物行為、新增購物車商品、移除購物車商品、登錄保固、登錄活動、執行退貨作業或將商品加入追蹤。 Preferably, the specified function is member registration, web banner click, site search, entering product list page, browsing products, entering article list page, browsing articles, entering event page, clicking on popular keywords, clicking on navigation behavior, executing calculation tools, making phone calls, cross-channel identity binding, adding shopping behavior, adding shopping cart items, removing shopping cart items, registering warranty, registering activities, performing return operations or adding products to tracking.

最好,該起點類型條件包含觸發未來事件、觸發檔期活動關鍵字、符合該電商平台商業伺服器中於過去一時段中的交易記錄及該對應的商業伺服器於過去該時段中觸發的指定功能。 Preferably, the starting point type condition includes triggering future events, triggering schedule activity keywords, matching transaction records in the e-commerce platform business server in the past period, and the designated functions triggered by the corresponding business server in the past period.

最好,該執行模組進一步接收該對應的商業伺服器回傳的至少一執行結果。 Preferably, the execution module further receives at least one execution result returned by the corresponding business server.

本發明透過前述諸模組,將行銷活動中發生的所有事項以拖拉式圖標來設定,並通過工作主機監控各個商業伺服器的反饋訊息來達成或評估行銷成效。操作介面簡單易懂,可減少行銷人員在處理大量線上行銷活動時所花費的精力。 The present invention uses the aforementioned modules to set all events that occur during marketing activities with drag-and-drop icons, and monitors the feedback messages of each business server through the work host to achieve or evaluate marketing results. The operation interface is simple and easy to understand, which can reduce the energy spent by marketers in handling a large number of online marketing activities.

1:伺服主機 1: Servo host

2:網路 2: Network

3:使用端裝置 3: Use the terminal device

3a:螢幕 3a: Screen

100:網路通訊界面 100: Network communication interface

201:顯示模組 201: Display module

202:行銷旅程起始模組 202: Marketing Journey Start Module

203:未來事件觸發模組 203: Future event trigger module

204:歷史事件模組 204: Historical Events Module

205:行銷工具模組 205: Marketing tool module

206:行銷旅程終止模組 206: Marketing journey termination module

207:執行功能模組 207: Execute function module

208:廣告設定模組 208:Advertising settings module

209:執行模組 209: Execution module

31:電商平台商業伺服器 31: E-commerce platform business server

301:使用者端裝置 301: User device

32:客戶關係管理商業伺服器 32: Customer Relationship Management Business Server

302:使用者端裝置 302: User device

33:廣告行銷平台商業伺服器 33: Advertising and marketing platform business server

303:使用者端裝置 303: User device

34:網頁內容生成商業伺服器 34: Commercial server for web content generation

304:使用者端裝置 304: User device

35:即時通訊商業伺服器 35: Instant messaging business server

305:使用者端裝置 305: User-end device

36:簡訊發送商業伺服器 36: SMS sending business server

306:使用者端裝置 306: User-end device

A00:起點拖拉式圖標 A00: Starting point drag icon

A01:未來事件拖拉式圖標 A01: Future event drag icon

A02:未來事件交集拖拉式圖標 A02: Future event intersection drag icon

A03:未來事件聯集拖拉式圖標 A03: Future event collection drag icon

A04:歷史事件拖拉式圖標 A04: Historical event drag-and-drop icons

A05:消費事件拖拉式圖標 A05: Consumption event drag icon

A06:時間等待拖拉式圖標 A06: Time waiting drag icon

A07:EDM開封拖拉式圖標 A07:EDM open drag icon

A08:多重旅程拖拉式圖標 A08: Multiple journey drag-and-drop icons

A09:單一旅程拖拉式圖標 A09: Single trip drag icon

A10:EDM拖拉式圖標 A10:EDM drag-and-drop icon

A11:簡訊拖拉式圖標 A11: SMS drag-and-drop icon

A12:網頁通知拖拉式圖標 A12: Web page notification drag icon

A13:即時通訊拖拉式圖標 A13: Instant messaging drag icon

A14:臉書廣告拖拉式圖標 A14: Facebook ad drag icon

A15:終點拖拉式圖標 A15: End point drag icon

C:單頁式畫布 C: Single page canvas

I1:設定介面 I1: Setting interface

I2:起點設定介面 I2: Starting point setting interface

I3:未來事件交集設定介面 I3: Future event intersection setting interface

I4:歷史事件設定介面 I4: Historical event settings interface

圖1為依照本發明實施方式的一種自動化行銷程序設定與執行系統的元件與應用環境的示意圖。 FIG1 is a schematic diagram of the components and application environment of an automated marketing program setting and execution system according to an embodiment of the present invention.

圖2繪示一使用端裝置的一螢幕上呈現的一設定介面。 FIG2 shows a setting interface displayed on a screen of a user terminal device.

圖3繪示該螢幕上呈現的一單頁式畫布的態樣。 Figure 3 shows a single page canvas displayed on the screen.

圖4繪示該螢幕上呈現的一起點設定介面。 Figure 4 shows a starting point setting interface displayed on the screen.

圖5繪示該螢幕上呈現的一未來事件交集設定介面。 Figure 5 shows a future event intersection setting interface displayed on the screen.

圖6繪示該螢幕上呈現的一歷史事件設定介面。 Figure 6 shows a historical event setting interface displayed on the screen.

圖7繪示該自動化行銷程序設定與執行系統執行時的一種態樣。 Figure 7 shows the automated marketing program configuration and execution system in action.

圖8繪示該自動化行銷程序設定與執行系統執行時的另一種態樣。 Figure 8 shows another example of the automated marketing program configuration and execution system in action.

本發明將藉由參照下列的實施方式而更具體地描述。 The present invention will be described in more detail with reference to the following embodiments.

請見圖1,該圖為依照本發明實施方式的一種自動化行銷程序設定與執行系統的元件與應用環境的示意圖。自動化行銷程序設定與執行系統(以下簡稱本系統)安裝於一伺服主機1中,藉由伺服主機1的硬體架構而運作。安裝本系統的伺服主機1的硬體架構和一般伺服器架構無大差異,可包含中央處理器、記憶體、儲存裝置(比如硬碟)、輸出入單元等。這些硬體雖未繪示於圖1中,然其為伺服器領域的技術人員所應了解的架構。此外,伺服主機1中重要硬體之一是網路通訊界面100,其為伺服主機1與外界硬體透過網路2連接的重要軟韌體(有時也包含運行於作業系統的程式軟體)的總裝,可以包含網路卡、連接排線、無線通訊模組等硬體。以下所介紹關於本發明的各個模組,為利用或配合上述現有的伺服主機1的設備而運行之本系統的技術要件。因此,它們可以是軟體,包含了特定的程式碼與資料,而在作業系統下運行於至少一部份的硬體架構中(比如程式碼與相關資料檔案儲存於儲存裝置中,在作業系統的運作下暫存於記憶體, 而為中央處理器動態的調用執行)。另一方面,該些模組也可以是特製硬體,比如特殊應用積體電路(Application-specific integrated circuit,ASIC)或外接卡,用以執行該些模組所賦予的作用。更有甚者,這些技術要件可以是部分是軟體、部分是硬體,依照產品設計人員的需求而有效整合,都在本專利所主張的技術範圍內。 Please see FIG1, which is a schematic diagram of the components and application environment of an automated marketing program setting and execution system according to an embodiment of the present invention. The automated marketing program setting and execution system (hereinafter referred to as the system) is installed in a server host 1 and operates through the hardware architecture of the server host 1. The hardware architecture of the server host 1 on which the system is installed is not much different from the general server architecture, and may include a central processing unit, memory, storage device (such as a hard disk), input and output units, etc. Although these hardware are not shown in FIG1, they are the architectures that technical personnel in the server field should understand. In addition, one of the important hardware in the server host 1 is the network communication interface 100, which is the assembly of important software and firmware (sometimes also includes program software running in the operating system) that connects the server host 1 to the external hardware through the network 2, and can include hardware such as a network card, a connecting cable, and a wireless communication module. The following introduction to the various modules of the present invention is the technical requirements of the system that utilizes or cooperates with the equipment of the above-mentioned existing server host 1. Therefore, they can be software, including specific program codes and data, and run in at least a part of the hardware architecture under the operating system (for example, the program code and related data files are stored in a storage device, temporarily stored in the memory under the operation of the operating system, and dynamically called and executed by the central processor). On the other hand, these modules can also be special hardware, such as application-specific integrated circuits (ASIC) or external cards, to perform the functions assigned to these modules. Moreover, these technical requirements can be partly software and partly hardware, and can be effectively integrated according to the needs of product designers, all within the technical scope advocated by this patent.

運作上,伺服主機1通過網路2與數個商業伺服器及一使用端裝置3訊號連接。使用端裝置3是遠端用來操作本系統的硬體,可以是但不限於智慧型手機、平板電腦、桌上型電腦或筆記型電腦。每個商業伺服器都有特定的功能,比如一電商平台商業伺服器31提供了一電商平台的進銷存服務;一客戶關係管理商業伺服器32為該電商平台的客戶提供了行銷電子郵件(Electronic Direct Mail,EDM)服務;一廣告行銷平台商業伺服器33為提供廣告定向放送服務的平台,比如facebookTM;一網頁內容生成商業伺服器34提供特定內容的網頁服務;一即時通訊商業伺服器35提供即時通訊服務,比如LINETM;一簡訊發送商業伺服器36提供簡訊服務。每一個商業伺服器也各自與數個使用者端裝置資訊連接(圖1中電商平台商業伺服器31資訊連接使用者端裝置301,客戶關係管理商業伺服器32資訊連接使用者端裝置302,廣告行銷平台商業伺服器33資訊連接使用者端裝置303,網頁內容生成商業伺服器34資訊連接使用者端裝置304,即時通訊商業伺服器35資訊連接使用者端裝置305,簡訊發送商業伺服器36資訊連接使用者端裝置306),連接的使用者端裝置的使用者就是對應商業伺服器所屬商業活動(平台)的客戶,也是本系統想要探訪接觸的潛在消費者。本系統的使用者可以是特定商品的銷售商,可以是行銷公司,也可以是特定活動的主辦方,這些使用者可以透過本系統,針對符合執行指定線上指定功能的消費者(使用者端裝置)發送廣告訊息或是提供訊息,並可以接收來自該些商業伺服器反饋的消費者反應。 In operation, the server host 1 is connected to several commercial servers and a user device 3 through a network 2. The user end device 3 is the hardware used to remotely operate the system, which can be but not limited to a smart phone, a tablet computer, a desktop computer or a laptop computer. Each business server has a specific function. For example, an e-commerce platform business server 31 provides a purchase, sales and inventory service for an e-commerce platform; a customer relationship management business server 32 provides marketing services for the customers of the e-commerce platform. Electronic Direct Mail (EDM) service; an advertising marketing platform business server 33 is a platform that provides targeted advertising services, such as Facebook TM ; a web content generation business server 34 provides web services with specific content; an instant messaging A business server 35 provides instant messaging services, such as LINE ; a text message sending business server 36 provides text message services. Each business server is also connected to a plurality of user end devices (in FIG. 1 , the e-commerce platform business server 31 is connected to the user end device 301, the customer relationship management business server 32 is connected to the user end device 302, Advertising marketing platform business server 33 Information connection user terminal device 303, web page content generation business server 34 Information connection user terminal device 304, instant messaging business server 35 Information connection user terminal device 305, SMS sending business server 36 The information is connected to the user terminal device 306), and the user of the connected user terminal device is the customer of the business activity (platform) to which the corresponding business server belongs, and is also the potential consumer that the system wants to access and contact. The users of this system can be sellers of specific products, marketing companies, or organizers of specific activities. These users can use this system to target consumers (user-end devices) who meet the requirements for executing specific online functions. ) to send advertising messages or provide information, and can receive consumer responses from these business servers.

本系統包含了一顯示模組201、一行銷旅程起始模組202、一未來事件觸發模組203、一歷史事件模組204、一行銷工具模組205、一行銷旅程終止模組206、一執行功能模組207、一廣告設定模組208與一執行模組209。 The system includes a display module 201, a marketing journey start module 202, a future event trigger module 203, a historical event module 204, a marketing tool module 205, a marketing journey termination module 206, an execution function module 207, an advertisement setting module 208 and an execution module 209.

顯示模組201的功能為於使用端裝置3上進行初始化。請見圖2,該圖繪示使用端裝置3的螢幕3a上呈現的一設定介面I1。顯示模組201可於使用端裝置3的螢幕3a上顯示一設定介面I1,設定介面I1是用來設定一行銷旅程專案的一名稱、一起始時間、一終止時間。名稱於「旅程名稱」欄框中輸入,起始時間於「旅程時間起」欄框中輸入,終止時間於「旅程時間迄」欄框中輸入。行銷旅程專案的執行(有效)時段介於起始時間與終止時間之間。此外,在設定介面I1還可以設定行銷旅程專案的執行方式,比如將「用戶重複進入旅程」開關開啟,可以設定行銷旅程專案在執行完一次後繼續執行;將「設定旅程執行頻率」開關開啟,可以設定行銷旅程專案多久執行一次,比如每一天一次。請見圖3,該圖繪示螢幕3a上呈現的一單頁式畫布C的態樣。顯示模組201在設定介面I1的設定作業完成後於螢幕3a上顯示一單頁式畫布C(點虛線框所標示處),單頁式畫布C周邊具有多個拖拉式圖標。在本實施例中,拖拉式圖標有未來事件觸發拖拉式圖標(包含未來事件拖拉式圖標A01、未來事件交集拖拉式圖標A02與未來事件聯集拖拉式圖標A03)、歷史事件拖拉式圖標(包含歷史事件拖拉式圖標A04與消費事件拖拉式圖標A05)、執行功能拖拉式圖標(包含時間等待拖拉式圖標A06、EDM開封拖拉式圖標A07、多重旅程拖拉式圖標A08與單一旅程拖拉式圖標A09)、行銷工具拖拉式圖標(包含EDM拖拉式圖標A10、簡訊拖拉式圖標A11、網頁通知拖拉式圖標A12與即時通訊拖拉式圖標A13)、廣告設定拖拉式圖標(臉書廣告拖拉式圖標A14)及終點拖拉式圖標A15。每一個拖拉式圖標可被拖拉以複製至單頁式畫布C中,比如虛線箭號標示終點拖拉式圖標A15由單頁式畫布C邊拉入單頁式畫布C中,單頁式畫布C中的其它拖拉式圖標也是如此的形成。此 外,除了終點拖拉式圖標A15外,每一拖拉式圖標都可選擇地有向連結到另一個在單頁式畫布C中的拖拉式圖標,比如單頁式畫布C中由未來事件拖拉式圖標A01指向EDM拖拉式圖標A10的箭號。要注意的是,相同的拖拉式圖標可以拖拉複製到單頁式畫布C中不只一次,表示該拖拉式圖標設定的功能或條件可以發生不只一次。 The function of the display module 201 is to initialize on the user device 3. Please see Figure 2, which shows a setting interface I1 presented on the screen 3a of the user device 3. The display module 201 can display a setting interface I1 on the screen 3a of the user device 3. The setting interface I1 is used to set a name, a start time, and an end time of a marketing journey project. The name is entered in the "Journey Name" box, the start time is entered in the "Journey Time From" box, and the end time is entered in the "Journey Time To" box. The execution (valid) period of the marketing journey project is between the start time and the end time. In addition, the execution mode of the marketing journey project can also be set in the setting interface I1. For example, by turning on the "user repeatedly enters the journey" switch, the marketing journey project can be set to continue to be executed after being executed once; by turning on the "set journey execution frequency" switch, the marketing journey project can be set to be executed once, such as once a day. Please see Figure 3, which shows a single-page canvas C displayed on the screen 3a. After the setting operation of the setting interface I1 is completed, the display module 201 displays a single-page canvas C (indicated by the dotted line frame) on the screen 3a, and the single-page canvas C has a plurality of drag icons around it. In this embodiment, the drag icons include future event trigger drag icons (including future event drag icons A01, future event intersection drag icons A02 and future event union drag icons A03), historical event drag icons (including historical event drag icons A04 and consumption event drag icons A05), execution function drag icons (including time waiting drag icons A06, E DM open drag icon A07, multiple journey drag icon A08 and single journey drag icon A09), marketing tool drag icon (including EDM drag icon A10, SMS drag icon A11, web notification drag icon A12 and instant messaging drag icon A13), advertisement setting drag icon (Facebook advertisement drag icon A14) and end point drag icon A15. Each drag icon can be dragged to be copied to the single-page canvas C, for example, the end point drag icon A15 marked by a dotted arrow is dragged from the edge of the single-page canvas C into the single-page canvas C, and other drag icons in the single-page canvas C are formed in the same manner. In addition, except for the end point drag icon A15, each drag icon can be selectively linked to another drag icon in the single-page canvas C, such as the arrow from the future event drag icon A01 to the EDM drag icon A10 in the single-page canvas C. It should be noted that the same drag icon can be dragged and copied to the single-page canvas C more than once, indicating that the function or condition set by the drag icon can occur more than once.

當行銷旅程專案設定完畢後,行銷旅程起始模組202開始啟動。行銷旅程起始模組202於單頁式畫布C顯示後預設起點拖拉式圖標A00於其中。請見圖4,該圖繪示螢幕3a上呈現的一起點設定介面I2。當起點拖拉式圖標A00被點擊後,起點設定介面I2跳出,在起點設定介面I2中可設定起點拖拉式圖標A00的一起點類型條件,起點類型條件決定了起點拖拉式圖標A00所在行銷旅程專案可以生效的前提。依照本發明,起點類型條件包含了發未來事件、觸發檔期活動關鍵字、符合電商平台商業伺服器31中於過去一時段中的交易記錄及該對應的商業伺服器於過去該時段中觸發的指定功能。未來事件為一個對應的商業伺服器於未來一時段中觸發的指定功能,比如網頁內容生成商業伺服器34在3天內接收到點擊熱門關鍵字,或是電商平台商業伺服器31中的商品網頁有瀏覽商品的數位足跡。每一個不同的商業伺服器會依其特性而有不同的指定功能。依照本發明,所有商業伺服器可執行的指定功能可以是,但不限於註冊會員、點擊網頁橫幅、全網站搜尋、進入商品列表頁、瀏覽商品、進入文章列表頁、瀏覽文章、進入活動頁、點擊熱門關鍵字、點擊導覽行為、執行試算工具、撥打電話、跨渠道綁定身分、新增購物行為、新增購物車商品、移除購物車商品、登錄保固、登錄活動、執行退貨作業及將商品加入追蹤。指定功能的觸發除了可以是在未來的一段時間中,也可以是在過去一段時間內發生的,也就成了歷史事件。觸發檔期活動關鍵字來自於可以發布檔期活動關鍵字廣告的商業伺服器,比如電商平台商業伺服器31與網頁內容生成商業伺服器34,作為行銷旅程專案可以生效的前提。交易記錄包 含了交易金額與交易次數,可以透過起點設定介面I2而設定。要注意的是,點擊拖拉式圖標後進行設定可以是直接對該拖拉式圖標點擊,也可以如圖4單頁式畫布C中的EDM拖拉式圖標A10一般,在低一次點擊後於其上方產生數個按鍵,再點擊一次齒輪編輯按鍵後進行設定內容編輯。 After the marketing journey project is set, the marketing journey start module 202 starts to start. After the marketing journey start module 202 is displayed on the single-page canvas C, the start point drag icon A00 is preset therein. Please see FIG. 4, which shows a start point setting interface I2 presented on the screen 3a. When the start point drag icon A00 is clicked, the start point setting interface I2 pops up. In the start point setting interface I2, a start point type condition of the start point drag icon A00 can be set. The start point type condition determines the premise that the marketing journey project where the start point drag icon A00 is located can take effect. According to the present invention, the starting point type conditions include future events, triggering schedule activity keywords, matching the transaction records in the past period in the e-commerce platform business server 31, and the designated functions triggered by the corresponding business server in the past period. Future events are designated functions triggered by a corresponding business server in the future period, such as the webpage content generation business server 34 receiving clicks on hot keywords within 3 days, or the product webpage in the e-commerce platform business server 31 having digital footprints of browsing products. Each different business server will have different designated functions according to its characteristics. According to the present invention, all business servers can perform designated functions such as, but not limited to, registering as a member, clicking on a web banner, searching the entire website, entering a product list page, browsing products, entering an article list page, browsing articles, entering an activity page, clicking on a popular keyword, clicking on navigation behavior, executing a calculation tool, making a phone call, cross-channel identity binding, adding a new shopping behavior, adding a new shopping cart item, removing a shopping cart item, registering a warranty, registering an activity, executing a return operation, and adding a product to tracking. The triggering of designated functions can occur in the future or in the past, which becomes a historical event. The triggering schedule activity keywords come from the business server that can publish schedule activity keyword advertisements, such as the e-commerce platform business server 31 and the web content generation business server 34, as a prerequisite for the marketing journey project to take effect. The transaction record includes the transaction amount and the number of transactions, which can be set through the starting point setting interface I2. It should be noted that the setting after clicking the drag icon can be directly clicked on the drag icon, or it can be like the EDM drag icon A10 in the single-page canvas C in Figure 4, after a low click, several buttons are generated above it, and then the gear edit button is clicked once to edit the setting content.

在圖4中,點擊起點類型框可以選擇一種起點類型條件,可在起點名稱框中設定起點拖拉式圖標A00的名稱。選擇網域中的下拉式選單可選擇電商平台商業伺服器31、客戶關係管理商業伺服器32、網頁內容生成商業伺服器34、即時通訊商業伺服器35或簡訊發送商業伺服器36進行連結,透過開放的API來取得對應商業伺服器的資料,進行分析。選擇事件框與條件設定框可進一步對選定的商業伺服器進行指定功能的選定以及對選定的指定功能進行設定。 In Figure 4, click the starting point type box to select a starting point type condition, and set the name of the starting point drag icon A00 in the starting point name box. Select the drop-down menu in the domain to select the e-commerce platform business server 31, customer relationship management business server 32, web content generation business server 34, instant messaging business server 35 or SMS sending business server 36 for connection, and obtain the data of the corresponding business server through the open API for analysis. Select the event box and the condition setting box to further select the specified function of the selected business server and set the selected specified function.

未來事件觸發模組203用來設定未來事件拖拉式圖標A01、未來事件交集拖拉式圖標A02與未來事件聯集拖拉式圖標A03的驅動功能。未來事件觸發模組203於一個未來事件觸發拖拉式圖標被拉入單頁式畫布C中啟動,該未來事件觸發拖拉式圖標被點擊以設定至少一個未來事件。如前所述,每一未來事件為一個對應的商業伺服器於未來一時段中觸發的指定功能。點擊未來事件拖拉式圖標A01可以設定一個未來事件,點擊未來事件交集拖拉式圖標A02或未來事件聯集拖拉式圖標A03可以設定2個以上的未來事件。以未來事件交集拖拉式圖標A02的設定為例來說明。請見圖5,該圖繪示螢幕3a上呈現的一未來事件交集設定介面I3。節點名稱框中可設定未來事件交集拖拉式圖標A02的名稱。點擊用戶包含框可以設定右邊用戶包含群組條件框內的一組資料,其中選擇網域下拉式選單以及選擇事件框與條件設定框的設定方式與內容和圖4的相同,目的是設定一組來自對應的商業伺服器於未來一時段中觸發的指定功能。點且包含框可以增加一組設定,兩組以上設定的內容必須要都滿足,未來事件交集拖拉式圖標A02所在的行銷旅程專案才有執行的前提。 The future event trigger module 203 is used to set the driving functions of the future event drag icon A01, the future event intersection drag icon A02 and the future event union drag icon A03. The future event trigger module 203 is activated when a future event trigger drag icon is dragged into the single-page canvas C, and the future event trigger drag icon is clicked to set at least one future event. As mentioned above, each future event is a designated function triggered by a corresponding business server in a future period of time. Clicking the future event drag icon A01 can set one future event, and clicking the future event intersection drag icon A02 or the future event union drag icon A03 can set more than two future events. Take the setting of the future event intersection drag icon A02 as an example. See Figure 5, which shows a future event intersection setting interface I3 presented on screen 3a. The name of the future event intersection drag icon A02 can be set in the node name box. Clicking the user inclusion box can set a set of data in the user inclusion group condition box on the right, where the setting method and content of the domain selection drop-down menu and the event selection box and the condition setting box are the same as those in Figure 4, and the purpose is to set a set of specified functions triggered from the corresponding business server in the future period. Clicking the and inclusion box can add a set of settings. The contents of two or more sets of settings must be met before the marketing journey project where the future event intersection drag icon A02 is located can be executed.

相對於未來事件觸發模組203,歷史事件模組204用來設定歷史事件拖拉式圖標A04與消費事件拖拉式圖標A05的驅動功能。歷史事件模組204在一個歷史事件拖拉式圖標被拉入單頁式畫布C中啟動,該歷史事件拖拉式圖標被點擊後可以設定一歷史事件。對歷史事件拖拉式圖標A04而言,每一歷史事件為一個對應的商業伺服器於過去一時段中觸發的指定功能。對消費事件拖拉式圖標A05來說,每一歷史事件為電商平台商業伺服器31中於過去一時段中的交易記錄,也就是參考客戶過去一段時間的消費作為後續行銷手段的參考。和未來事件拖拉式圖標A01、未來事件交集拖拉式圖標A02與未來事件聯集拖拉式圖標A03的處理方式不同,可以發生與不發生該歷史事件分別可選擇地有向連結到另一個在單頁式畫布C中的拖拉式圖標。請見圖6,該繪示該螢幕3a上呈現的一歷史事件設定介面I4。圖6中的節點名稱框中可以輸入歷史事件拖拉式圖標的名稱。選擇網域下拉式選單以及選擇事件框與條件設定框的設定方式與內容和圖4的相同,此處不再贅述。和圖4與圖5不同的地方在於點擊歷史事件拖拉式圖標後要進一步設定觸發時間。觸發時間可以是過去一段時間內的指定區間,也可以是過去幾天內。 Compared to the future event trigger module 203, the historical event module 204 is used to set the driving functions of the historical event drag icon A04 and the consumption event drag icon A05. The historical event module 204 is activated when a historical event drag icon is dragged into the single-page canvas C. After the historical event drag icon is clicked, a historical event can be set. For the historical event drag icon A04, each historical event is a designated function triggered by a corresponding business server in the past period of time. For the consumption event drag icon A05, each historical event is a transaction record in the e-commerce platform business server 31 in the past period of time, that is, the customer's consumption in the past period of time is used as a reference for subsequent marketing methods. Different from the processing methods of the future event drag-and-drop icon A01, the future event intersection drag-and-drop icon A02 and the future event union drag-and-drop icon A03, the occurrence and non-occurrence of the historical event can be selectively linked to another drag-and-drop icon in the single-page canvas C. See FIG6, which shows a historical event setting interface I4 presented on the screen 3a. The name of the historical event drag-and-drop icon can be entered in the node name box in FIG6. The setting method and content of the domain selection drop-down menu and the event selection box and condition setting box are the same as those in FIG4, and will not be repeated here. The difference from FIG4 and FIG5 is that after clicking the historical event drag-and-drop icon, the trigger time must be further set. The trigger time can be a specified period in the past period of time or within the past few days.

行銷工具模組205用來設定具體的行銷方式。相同地,行銷工具模組205於一個行銷工具拖拉式圖標被拉入單頁式畫布中C啟動。行銷工具拖拉式圖標被點擊後可以設定一個對應的商業伺服器針對所有用戶端,或滿足該至少一個未來事件的用戶端及/或滿足該歷史事件的用戶端,執行的一行銷作業。如果行銷工具拖拉式圖標前方沒有為未來事件觸發拖拉式圖標或歷史事件拖拉式圖標有向連接,那行銷作業執行的對象是針對特定商業伺服器的所有用戶端,比如向客戶關係管理商業伺服器32連接的所有的使用者端裝置302發出特定的EDM,作為廣告宣傳。如果行銷工具拖拉式圖標前方有未來事件觸發拖拉式圖標或歷史事件拖拉式圖標有向連接,那必須在滿足未來事件觸發拖拉式圖標或歷史事件拖 拉式圖標設定的指定的商業伺服器的指定功能發生的前提下,滿足前提的用戶端才會執行行銷作業。行銷作業會根據不同的商業伺服器而有不同的態樣。具體來說,若對應的商業伺服器為客戶關係管理商業伺服器32,行銷作業為發送特定內容的電子郵件,設定的拖拉式圖標為EDM拖拉式圖標A10;若對應的商業伺服器為簡訊發送商業伺服器36,行銷作業為發送特定內容的簡訊,設定的拖拉式圖標為簡訊拖拉式圖標A11;若對應的商業伺服器為網頁內容生成商業伺服器34,行銷作業為於瀏覽網頁時跳出的具有特定超連結的視窗或圖案,設定的拖拉式圖標為網頁通知拖拉式圖標A12;若對應的商業伺服器為即時通訊商業伺服器35,行銷作業為特定內容的文字、圖案、動畫或影片,設定的拖拉式圖標為即時通訊拖拉式圖標A13。 The marketing tool module 205 is used to set a specific marketing method. Similarly, the marketing tool module 205 is activated when a marketing tool drag-and-drop icon is dragged into the single-page canvas. After the marketing tool drag-and-drop icon is clicked, a corresponding business server can be set to perform a marketing operation for all clients, or clients that meet at least one future event and/or clients that meet the historical event. If there is no directed connection for a future event trigger drag-and-drop icon or a historical event drag-and-drop icon in front of the marketing tool drag-and-drop icon, the marketing operation is performed on all clients of a specific business server, such as sending a specific EDM to all user devices 302 connected to the customer relationship management business server 32 as an advertisement. If there is a future event trigger drag icon or a history event drag icon in front of the marketing tool drag icon, the client that meets the prerequisite will execute the marketing operation only when the specified function of the specified business server set by the future event trigger drag icon or the history event drag icon occurs. The marketing operation will have different forms according to different business servers. Specifically, if the corresponding business server is a customer relationship management business server 32, the marketing operation is to send an e-mail with specific content, and the set drag icon is an EDM drag icon A10; if the corresponding business server is a text message sending business server 36, the marketing operation is to send a text message with specific content, and the set drag icon is a text message drag icon A11; if the corresponding business server The server is a web page content generating business server 34, the marketing operation is a window or pattern with a specific hyperlink that pops up when browsing the web page, and the set drag icon is a web page notification drag icon A12; if the corresponding business server is an instant messaging business server 35, the marketing operation is text, pattern, animation or video with specific content, and the set drag icon is an instant messaging drag icon A13.

執行功能模組207是在拖拉式圖標間建立特殊執行前提條件的技術元件,和時間設定與流程有關。執行功能模組207會於一個執行功能拖拉式圖標被拉入單頁式畫布中C啟動。執行功能拖拉式圖標被點擊可以增加有向連結到的拖拉式圖標的數量(比如多重旅程拖拉式圖標A08,可以設定以決定後續依照邏輯執行對應的二個以上執行路徑;或者是單一旅程拖拉式圖標A09,僅設定後續單一個執行路徑)及設定前後有向連結的拖拉式圖標間於執行時的一時間差(此為時間等待拖拉式圖標A06所設定)。較特別地,執行功能模組207還可監控客戶關係管理商業伺服器32發出的電子郵件是否為已閱讀狀態(此為EDM開封拖拉式圖標A07所設定)。具體的運作方式將於後續的實施例中說明。 The execution function module 207 is a technical element that establishes special execution prerequisites between drag-and-drop icons, and is related to time settings and processes. The execution function module 207 is activated when an execution function drag-and-drop icon is dragged into the single-page canvas. When the execution function drag-and-drop icon is clicked, the number of drag-and-drop icons that are directedly linked to it can be increased (for example, the multi-journey drag-and-drop icon A08 can be set to determine the subsequent logical execution of more than two corresponding execution paths; or the single-journey drag-and-drop icon A09 only sets a subsequent single execution path) and a time difference between the previous and subsequent directed linked drag-and-drop icons during execution can be set (this is set by the time waiting drag-and-drop icon A06). More specifically, the execution function module 207 can also monitor whether the e-mail sent by the customer relationship management business server 32 is in the read state (this is set by the EDM open drag icon A07). The specific operation method will be explained in the subsequent embodiments.

廣告設定模組208可在行銷旅程專案於特定情況下向廣告行銷平台商業伺服器33進行行銷廣告發送的設定,並令廣告行銷平台商業伺服器33執行。廣告設定模組208可於一個廣告設定拖拉式圖標被拉入單頁式畫布C中啟動,該廣告設定拖拉式圖標被點擊後可以對廣告行銷平台商業伺服器33設定一行銷廣告 的費用及受眾。要注意的是,執行模組209於執行時才通知廣告行銷平台商業伺服器33執行該行銷廣告。 The advertisement setting module 208 can set the sending of marketing advertisements to the advertisement marketing platform business server 33 under certain circumstances in the marketing journey project, and make the advertisement marketing platform business server 33 execute. The advertisement setting module 208 can be activated when an advertisement setting drag-and-drop icon is dragged into the single-page canvas C. After the advertisement setting drag-and-drop icon is clicked, the cost and audience of a marketing advertisement can be set for the advertisement marketing platform business server 33. It should be noted that the execution module 209 will notify the advertisement marketing platform business server 33 to execute the marketing advertisement only when it is executed.

行銷旅程終止模組206於一個終點拖拉式圖標A15被拉入單頁式畫布C中啟動,終點拖拉式圖標A15不再有向連結到另一個在單頁式畫布C中的拖拉式圖標。由起點拖拉式圖標A00經過有向連結到終點拖拉式圖標A15間的所有的拖拉式圖標設定的行銷作業都會在前後的未來事件觸發拖拉式圖標、歷史事件拖拉式圖標、執行功能拖拉式圖標與廣告設定拖拉式圖標的前提條件滿足下而執行。依照本發明,行銷旅程專案中有一個起點拖拉式圖標A00,但依照不同的執行功能拖拉式圖標的流程設計,而有一個以上的終點拖拉式圖標A15。 The marketing journey termination module 206 is activated when an end drag icon A15 is dragged into the single-page canvas C, and the end drag icon A15 is no longer linked to another drag icon in the single-page canvas C. All the marketing operations set by the drag icons from the starting drag icon A00 to the end drag icon A15 through the directed link will be executed when the preconditions of the previous and subsequent future event trigger drag icons, historical event drag icons, execution function drag icons, and advertisement setting drag icons are met. According to the present invention, there is a starting point drag icon A00 in the marketing journey project, but according to the process design of different execution function drag icons, there is more than one end point drag icon A15.

執行模組209將滿足起點類型條件的起點拖拉式圖標A00與終點拖拉式圖標A15間所有有向連結的拖拉式圖標中設定執行的行銷作業,由伺服主機1端通知對應的商業伺服器以執行。如果需要評估執行結果,執行模組209還可進一步接收該對應的商業伺服器回傳的至少一執行結果。這些執行結果可用於行銷分析,比如分析執行人數或執行後的成交轉換率。 The execution module 209 sets the marketing operation to be executed in all directed link drag icons between the starting point drag icon A00 and the end point drag icon A15 that meet the starting point type condition, and notifies the corresponding business server from the server host 1 to execute. If the execution result needs to be evaluated, the execution module 209 can further receive at least one execution result returned by the corresponding business server. These execution results can be used for marketing analysis, such as analyzing the number of executions or the transaction conversion rate after execution.

以下以兩個實施例來說明本系統的使用。 The following two examples illustrate the use of this system.

請見圖7,該圖為繪示該自動化行銷程序設定與執行系統執行時的一種態樣。圖7的應用場景為查看電商平台商業伺服器31上運作的電商平台中,新註冊的會員在收到客戶關係管理商業伺服器32發出的EDM後是否將EDM中介紹的商品放入購物車中,並在等待3天候,觀察這些新註冊的會員是否將購物車進行結帳。如果已結帳,行銷旅程專案結束;如果沒有結帳,讓客戶關係管理商業伺服器32再發出一封提醒結帳的EDM,至此行銷旅程專案結束也結束。由圖7可以看出,起點拖拉式圖標A00(名稱為觸發註冊會員)設定的起點類型條件為過去一時段中觸發的註冊會員的指定功能。起點拖拉式圖標A00有向連結到EDM拖拉式圖標A10(名稱為新註冊折扣碼),其內容設定為令客戶關係管理商業伺 服器32發出的具有特定商品促銷折扣碼的EDM給符合曾在前述時段(可能是從電商平台開業之初起或是過去三個月中,針對的客戶族群不同)內於電商平台商業伺服器31上註冊會員的客戶(接收硬體為使用者端裝置)。接著,未來事件拖拉式圖標A01(名稱為商品加入購物車)為EDM拖拉式圖標A10有向連結,其設定為在未來一周折扣期間內,藉由電商平台商業伺服器31反饋伺服主機1得知接收了EDM的客戶是否有將折扣商品加入購物車的行為。由於許多人在將想要購買的商品放入購物車後會再想想是否此購物行為為必須而不會立即結帳,所以未來事件拖拉式圖標A01接著有向連結到時間等待拖拉式圖標A06(名稱為時間等待3天),用來觀察前述每一個客戶的消費行為,時間等待拖拉式圖標A06有向連結到歷史事件拖拉式圖標A04(名稱為已經結帳),歷史事件拖拉式圖標A04設定用來判斷過去3天中每個客戶是否已經結帳。如果客戶結帳了,歷史事件拖拉式圖標A04執行以”Yes”表示的選擇性的有向連結之終點拖拉式圖標A15,結束行銷旅程專案。相反,如果客戶還未結帳,歷史事件拖拉式圖標A04執行以”No”表示的選擇性的有向連結之EDM拖拉式圖標A10(名稱為提醒結帳)所設定的內容,令客戶關係管理商業伺服器32發出的具有提醒結帳內容的EDM給尚未結帳的客戶。提醒客戶一次就好,再多的提醒會造成客戶反感。因此,EDM拖拉式圖標A10有向連結到另一個終點拖拉式圖標A15。由圖7可以看出,一個行銷旅程專案可以有多個結束態樣,也就是使用多個終點拖拉式圖標A15。值得注意的是,如果在設定介面I1中將用戶重複進入旅程開關開啟,那圖7的行銷旅程專案在結束後,還可以依設定重啟,直到行銷旅程專案的終止時間到臨。 Please see Figure 7, which shows a state of the automated marketing program setting and execution system. The application scenario of Figure 7 is to check whether the newly registered members in the e-commerce platform running on the e-commerce platform business server 31 put the products introduced in the EDM into the shopping cart after receiving the EDM sent by the customer relationship management business server 32, and wait for 3 days to observe whether these newly registered members check out the shopping cart. If they have checked out, the marketing journey project ends; if they have not checked out, let the customer relationship management business server 32 send another EDM to remind them to check out, and the marketing journey project ends. As can be seen from FIG. 7 , the starting type condition set by the starting drag icon A00 (named “trigger registered member”) is the designated function of the registered member triggered in the past period. The starting drag icon A00 is directional linked to the EDM drag icon A10 (named “new registered discount code”), the content of which is set to make the customer relationship management business server 32 send an EDM with a specific product promotion discount code to customers (the receiving hardware is a user terminal device) who have registered as a member on the e-commerce platform business server 31 in the aforementioned period (it may be from the beginning of the e-commerce platform or in the past three months, the customer groups are different). Next, the future event drag icon A01 (named "add product to shopping cart") is a directed link to the EDM drag icon A10, which is set to feedback the server host 1 through the e-commerce platform business server 31 during the discount period of the next week to find out whether the customer who received the EDM has added the discounted product to the shopping cart. Since many people will think again whether this shopping behavior is necessary after putting the products they want to buy into the shopping cart and will not check out immediately, the future event drag icon A01 is then directed to the time waiting drag icon A06 (named "Time waiting 3 days") to observe the consumption behavior of each of the above customers. The time waiting drag icon A06 is directed to the historical event drag icon A04 (named "Already checked out"). The historical event drag icon A04 is set to determine whether each customer has checked out in the past 3 days. If the customer has checked out, the historical event drag icon A04 executes the optional directed link end point drag icon A15 represented by "Yes" to end the marketing journey project. On the contrary, if the customer has not checked out, the history event drag icon A04 executes the content set by the optional directed link EDM drag icon A10 (named "checkout reminder") indicated by "No", so that the customer relationship management business server 32 sends an EDM with checkout reminder content to the customer who has not checked out. It is enough to remind the customer once, and more reminders will cause customer disgust. Therefore, the EDM drag icon A10 is directed linked to another end point drag icon A15. As can be seen from Figure 7, a marketing journey project can have multiple end states, that is, multiple end point drag icons A15 are used. It is worth noting that if the user repeatedly enters the journey switch in the setting interface I1, the marketing journey project in Figure 7 can be restarted according to the settings after it ends, until the end time of the marketing journey project arrives.

請見圖8,該圖為繪示該自動化行銷程序設定與執行系統執行時的另一種態樣。圖7的應用場景為對曾經瀏覽過電商平台商業伺服器31提供的特定商品銷售內容的用戶,根據結帳情況,讓客戶關係管理商業伺服器32對該些用戶發出不同抽獎活動的EDM。由圖8可以看出,起點拖拉式圖標A00(名稱為曾經瀏覽 電動牙刷、吹風機)設定的起點類型條件為過去一時段中觸發的註冊會員的指定功能。起點拖拉式圖標A00有向連結到EDM拖拉式圖標A10(名稱為EDM),其內容設定為令客戶關係管理商業伺服器32發出的具有特定商品抽獎促銷內容的EDM給符合曾在前述時段內電商平台商業伺服器31上註冊會員的客戶(接收硬體為使用者端裝置)。接著,DM拖拉式圖標A10有向連結到多重旅程拖拉式圖標A08(名稱為多重旅程),多重旅程拖拉式圖標A08依照不同的客戶反應,分別設定了不同的後續流程,有向連接到不同的3個不同的未來事件拖拉式圖標A01:有向連接名稱為查看抽獎活動頁的未來事件拖拉式圖標A01,於客戶在收到EDM並瀏覽指定抽獎活動頁面後,執行有向連接的EDM拖拉式圖標A10設定的內容,通知客戶關係管理商業伺服器32發出內容為可抽獎商品的EDM給符合的客戶後終止行銷旅程專案;有向連接名稱為加入購物車的未來事件拖拉式圖標A01,於客戶在收到EDM並將指定商品加入購物車後,執行有向連接的EDM拖拉式圖標A10設定的內容,通知客戶關係管理商業伺服器32發出內容為邀請現時抽獎的EDM給符合的客戶後終止行銷旅程專案;有向連接名稱為結帳的未來事件拖拉式圖標A01,於客戶在收到EDM並購買指定商品後,執行有向連接的EDM拖拉式圖標A10設定的內容,通知客戶關係管理商業伺服器32發出內容為登入會員報名抽獎的EDM給符合的客戶後終止行銷旅程專案。圖8具體說明了多重旅程拖拉式圖標的使用方式。 Please see Figure 8, which shows another state of the automated marketing program setting and execution system. The application scenario of Figure 7 is to allow the customer relationship management business server 32 to send EDMs of different lucky draw activities to users who have browsed the specific product sales content provided by the e-commerce platform business server 31 according to the checkout situation. As can be seen from Figure 8, the starting point type condition set by the starting point drag icon A00 (named "browsed electric toothbrush, hair dryer") is the designated function of the registered member triggered in the past period of time. The starting point drag icon A00 is directionally linked to the EDM drag icon A10 (named EDM), and its content is set to allow the customer relationship management business server 32 to send an EDM with specific product lucky draw promotion content to customers who have registered as members on the e-commerce platform business server 31 during the aforementioned time period (the receiving hardware is a user-end device). Next, the DM drag icon A10 is directed to the multi-journey drag icon A08 (named as multi-journey). The multi-journey drag icon A08 sets different follow-up processes according to different customer responses and is directed to three different future event drag icons A01: the future event drag icon A01 with the directed connection name of viewing the lucky draw activity page executes the content set by the directed connection EDM drag icon A10 after the customer receives the EDM and browses the designated lucky draw activity page, notifies the customer relationship management business server 32 to send the EDM with the content of the lucky draw product to the eligible customer, and then terminates the marketing journey project; the future event drag icon A01 with the directed connection name of viewing the lucky draw activity page executes the content set by the directed connection EDM drag icon A10 after the customer receives the EDM and browses the designated lucky draw activity page, and terminates the marketing journey project; The future event drag icon A01 called Add to Cart executes the content set by the directed connected EDM drag icon A10 after the customer receives the EDM and adds the specified product to the shopping cart, notifies the customer relationship management business server 32 to send the EDM with the content of inviting the current lottery to the eligible customer and terminates the marketing journey project; the future event drag icon A01 with the directed connection name Checkout executes the content set by the directed connected EDM drag icon A10 after the customer receives the EDM and purchases the specified product, notifies the customer relationship management business server 32 to send the EDM with the content of logging in and registering for the lottery to the eligible customer and terminates the marketing journey project. Figure 8 specifically illustrates the use of the multiple journey drag icons.

雖然本發明已以實施方式揭露如上,然其並非用以限定本發明,任何所屬技術領域中具有通常知識者,在不脫離本發明之精神和範圍內,當可作些許之更動與潤飾,因此本發明之保護範圍當視後附之申請專利範圍所界定者為準。 Although the present invention has been disclosed in the form of implementation as above, it is not intended to limit the present invention. Anyone with ordinary knowledge in the relevant technical field can make some changes and modifications without departing from the spirit and scope of the present invention. Therefore, the scope of protection of the present invention shall be subject to the scope of the patent application attached hereto.

1:伺服主機 1: Servo host

2:網路 2: Network

3:使用端裝置 3: Use the terminal device

100:網路通訊界面 100: Network communication interface

201:顯示模組 201: Display module

202:行銷旅程起始模組 202: Marketing Journey Start Module

203:未來事件觸發模組 203: Future event trigger module

204:歷史事件模組 204: Historical Events Module

205:行銷工具模組 205: Marketing tool module

206:行銷旅程終止模組 206: Marketing journey termination module

207:執行功能模組 207: Execute function module

208:廣告設定模組 208:Advertising settings module

209:執行模組 209: Execution module

31:電商平台商業伺服器 31: E-commerce platform business server

301:使用者端裝置 301: User device

32:客戶關係管理商業伺服器 32: Customer Relationship Management Business Server

302:使用者端裝置 302: User device

33:廣告行銷平台商業伺服器 33: Advertising and marketing platform business server

303:使用者端裝置 303: User device

34:網頁內容生成商業伺服器 34: Commercial server for web content generation

304:使用者端裝置 304: User device

35:即時通訊商業伺服器 35: Instant messaging business server

305:使用者端裝置 305: User-end device

36:簡訊發送商業伺服器 36: SMS sending business server

306:使用者端裝置 306: User-end device

Claims (8)

一種自動化行銷程序設定與執行系統,安裝於一伺服主機中,該伺服主機與複數個商業伺服器及一使用端裝置訊號連接,包含:一顯示模組,於該使用端裝置的一螢幕上顯示一設定介面以設定一行銷旅程專案的一名稱、一起始時間、一終止時間,在該設定介面的設定作業完成後於該螢幕上顯示一單頁式畫布,該單頁式畫布周邊具有多個拖拉式圖標,其中每一拖拉式圖標可被拖拉以複製至該單頁式畫布中,可選擇地有向連結到另一個在該單頁式畫布中的拖拉式圖標;一行銷旅程起始模組,於該單頁式畫布顯示後預設一起點拖拉式圖標於其中,該起點拖拉式圖標被點擊後設定該起點拖拉式圖標的一起點類型條件;一未來事件觸發模組,於一未來事件觸發拖拉式圖標被拉入該單頁式畫布中啟動,該未來事件觸發拖拉式圖標被點擊以設定至少一個未來事件,每一未來事件為一個對應的商業伺服器於未來一時段中觸發的指定功能;一歷史事件模組,於一歷史事件拖拉式圖標被拉入該單頁式畫布中啟動,該歷史事件拖拉式圖標被點擊以設定一歷史事件,每一歷史事件為一個對應的商業伺服器於過去一時段中觸發的指定功能或於一電商平台商業伺服器中於過去一時段中的交易記錄,可以發生與不發生該歷史事件分別可選擇地有向連結到另一個在該單頁式畫布中的拖拉式圖標;一行銷工具模組,於一行銷工具拖拉式圖標被拉入該單頁式畫布中啟動,該行銷工具拖拉式圖標被點擊以設定一個對應的商業伺服器針對所有用戶端,或滿足該至少一個未來事件的用戶端及/或滿足該歷史事件的用戶端,執行的一行銷作業; 一行銷旅程終止模組,於一終點拖拉式圖標被拉入該單頁式畫布中啟動,該終點拖拉式圖標不再有向連結到另一個在該單頁式畫布中的拖拉式圖標;一廣告設定模組,於一廣告設定拖拉式圖標被拉入該單頁式畫布中啟動,該廣告設定拖拉式圖標被點擊以對一廣告行銷平台商業伺服器設定一行銷廣告的費用及受眾;以及一執行模組,將滿足該起點類型條件的該起點拖拉式圖標與該終點拖拉式圖標間所有有向連結的拖拉式圖標中設定執行的行銷作業,通知對應的商業伺服器以執行,於執行時通知該廣告行銷平台商業伺服器執行該行銷廣告,其中該起點類型條件包含觸發未來事件、觸發檔期活動關鍵字、符合該電商平台商業伺服器中於過去一時段中的交易記錄及該對應的商業伺服器於過去該時段中觸發的指定功能。 An automated marketing program setting and execution system is installed in a server host, which is signal-connected to a plurality of commercial servers and a user end device, and includes: a display module, which displays a setting interface on a screen of the user end device to set a name, a start time, and an end time of a marketing journey project; after the setting operation of the setting interface is completed, a single-page canvas is displayed on the screen, and the single-page canvas has a plurality of drag-and-drop icons around it, wherein each drag-and-drop icon can be dragged to copy to the single-page canvas, and can be selectively linked to another drag-and-drop icon in the single-page canvas; a marketing journey starting module, which presets a starting point drag-and-drop icon after the single-page canvas is displayed a future event trigger module, which is activated when a future event trigger drag icon is dragged into the single-page canvas, and the future event trigger drag icon is clicked to set at least one future event, each future event is a designated function triggered by a corresponding business server in a future period of time; a historical event module, which is activated when a historical event drag icon is dragged into the single-page canvas, and the historical event drag icon is clicked to set a historical event, each historical event is a designated function triggered by a corresponding business server in a past period of time or a business server of an e-commerce platform in a past period of time. transaction records, which can be selectively linked to another drag-and-drop icon in the single-page canvas when the historical event occurs or not; a marketing tool module, which is activated when a marketing tool drag-and-drop icon is dragged into the single-page canvas, and the marketing tool drag-and-drop icon is clicked to set a corresponding business server to perform a marketing operation for all clients, or clients that meet at least one future event and/or clients that meet the historical event; a marketing journey termination module, which is activated when an end point drag-and-drop icon is dragged into the single-page canvas, and the end point drag-and-drop icon is no longer linked to another drag-and-drop icon in the single-page canvas; an advertising setting module, which is activated when an advertising setting drag-and-drop icon is dragged into the single-page canvas, and the end point drag-and-drop icon is no longer linked to another drag-and-drop icon in the single-page canvas; The icon is dragged into the single-page canvas to start, and the ad setting drag-and-drop icon is clicked to set the cost and audience of a marketing advertisement for an advertising marketing platform business server; and an execution module sets the marketing operation to be executed in the drag-and-drop icons of all directed links between the starting point drag-and-drop icon and the end point drag-and-drop icon that meet the starting point type condition, notifies the corresponding business server to execute, and notifies the advertising marketing platform business server to execute the marketing advertisement during execution, wherein the starting point type condition includes triggering future events, triggering schedule activity keywords, matching the transaction records in the e-commerce platform business server in the past period, and the designated functions triggered by the corresponding business server in the past period. 如請求項1所述的自動化行銷程序設定與執行系統,進一步包含一執行功能模組,於一執行功能拖拉式圖標被拉入該單頁式畫布中啟動,該執行功能拖拉式圖標被點擊以增加有向連結到的拖拉式圖標的數量,設定前後有向連結的拖拉式圖標間於執行時的一時間差,及監控一客戶關係管理商業伺服器發出的電子郵件是否為已閱讀狀態。 The automated marketing program setting and execution system as described in claim 1 further includes an execution function module, which is activated when an execution function drag-and-drop icon is dragged into the single-page canvas, the execution function drag-and-drop icon is clicked to increase the number of drag-and-drop icons with a directed link, set a time difference between the previous and next directed link drag-and-drop icons during execution, and monitor whether an email sent by a customer relationship management business server is in a read state. 如請求項1所述的自動化行銷程序設定與執行系統,其中若對應的商業伺服器為一客戶關係管理商業伺服器,該行銷作業為發送特定內容的電子郵件。 An automated marketing program configuration and execution system as described in claim 1, wherein if the corresponding business server is a customer relationship management business server, the marketing operation is to send an email with specific content. 如請求項1所述的自動化行銷程序設定與執行系統,其中若對應的商業伺服器為一簡訊發送商業伺服器,該行銷作業為發送特定內容的簡訊。 The automated marketing program setting and execution system as described in claim 1, wherein if the corresponding business server is a text message sending business server, the marketing operation is to send a text message with specific content. 如請求項1所述的自動化行銷程序設定與執行系統,其中若對應的商業伺服器為一網頁內容生成商業伺服器,該行銷作業為於瀏覽網頁時跳出的具有特定超連結的視窗或圖案。 The automated marketing program setting and execution system as described in claim 1, wherein if the corresponding commercial server is a web page content generation commercial server, the marketing operation is a window or pattern with a specific hyperlink that pops up when browsing the web page. 如請求項1所述的自動化行銷程序設定與執行系統,其中若對應的商業伺服器為一即時通訊商業伺服器,該行銷作業為特定內容的文字、圖案、動畫或影片。 The automated marketing program setting and execution system as described in claim 1, wherein if the corresponding business server is an instant messaging business server, the marketing operation is text, graphics, animation or video of specific content. 如請求項1所述的自動化行銷程序設定與執行系統,其中該指定功能為註冊會員、點擊網頁橫幅、全網站搜尋、進入商品列表頁、瀏覽商品、進入文章列表頁、瀏覽文章、進入活動頁、點擊熱門關鍵字、點擊導覽行為、執行試算工具、撥打電話、跨渠道綁定身分、新增購物行為、新增購物車商品、移除購物車商品、登錄保固、登錄活動、執行退貨作業或將商品加入追蹤。 An automated marketing program setting and execution system as described in claim 1, wherein the specified function is member registration, clicking on a web banner, full site search, entering a product list page, browsing products, entering an article list page, browsing articles, entering an event page, clicking on a popular keyword, clicking on navigation behavior, executing a calculation tool, making a phone call, cross-channel identity binding, adding a new shopping behavior, adding a shopping cart item, removing a shopping cart item, registering a warranty, registering an event, executing a return operation, or adding a product to tracking. 如請求項1所述的自動化行銷程序設定與執行系統,其中該執行模組進一步接收該對應的商業伺服器回傳的至少一執行結果。 The automated marketing program setting and execution system as described in claim 1, wherein the execution module further receives at least one execution result returned by the corresponding business server.
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