# Patent

## Title
Method and system for message pacing

## Abstract

A system for managing message volume and timing, which permits messages from multiple sources to be spaced apart over time, with the pacing controlled in part by the type or priority of the message. The system permits the volume of messages to be reduced by aggregating messages according to a set of rules and by discarding or delaying messages that are sufficiently similar and sent too close together. In addition, the system allows message sources to be notified when a recipient has not received a message within a designated time period. The system can be implemented as a centralized pacing system or through use of a data storage system accessible by the message sources.

## Background
CROSS-REFERENCE TO RELATED APPLICATIONS
This application is a continuation of, and claims a benefit of priority under 35 U.S.C. 120 of the filing date of U.S. patent application Ser. No. 12/566,364, by inventor Brian Reistad et al., entitled “METHOD AND SYSTEM FOR MESSAGE PACING” filed Sep. 24, 2009 now U.S. Pat. No. 8,065,375; which is a continuation of, and claims a benefit of priority under 35 U.S.C. 120 of the filing date of U.S. patent application Ser. No. 11/818,192 by inventors Brian Reistad et al., entitled “METHOD AND SYSTEM FOR FACILITATING MARKETING DIALOGUES” filed Jun. 13, 2007, issued as U.S. Pat. No. 7,647,372; which is a continuation of, and claims a benefit of priority under 35 U.S.C. 120 of the filing date of U.S. patent application Ser. No. 11/353,792 entitled “METHOD AND SYSTEM FOR FACILITATING MARKETING DIALOGUES” filed on Feb. 14, 2006, issued as U.S. Pat. No. 7,389,320; which is a continuation of, and claims a benefit of priority under 35 U.S.C. 120 of the filing date of U.S. patent application Ser. No. 09/621,913 by inventors Brian Reistad et al., entitled “METHOD AND SYSTEM FOR FACILITATING MARKETING DIALOGUES” filed on Jul. 24, 2000, issued as U.S. Pat. No. 7,127,486, all of which are fully incorporated herein by reference.


FIELD OF THE INVENTION
This invention relates to methods and systems for managing online and other communications.
BACKGROUND OF THE INVENTION
With the growth of use of the Internet, more and more people have access to e-mail, and more and more entities use e-mail to communicate with customers, potential customers, or other people of interest. In, for example, a marketing context, companies periodically send e-mails to customers with new product information, special offers, company news, or other information.
As a result, recipients find themselves receiving more e-mails than they want to read. Recipients may get angry at the sender, may “opt-out” of further mailings (if that option is available), or may simply stop reading the mailings. Thus, the benefits from sending mailings are reduced and recipients may not get information they otherwise would have found useful.
SUMMARY OF THE INVENTION
According to the present invention, message volume and timing is managed, preferably for both messages from a single message source and messages from multiple, independent message sources. In one embodiment, a centralized message pacing system is used, which regulates when messages are sent to recipients. In another embodiment, each message source uses a commonly-accessible data repository to determine when it sends messages, so that the timing of messages from each message source is coordinated.
The invention permits messages to be spaced at regular or other periods, depending on the type of message, its priority, or other factors. In addition, the invention permits messages to be combined in accordance with a set of rules, so as to reduce the number of separate messages that each recipient receives. Also, the invention permits the pacing of messages to be monitored, so that if a message is not sent to a recipient within a specified time period, one or more message sources are notified. Either the sender or the recipient can have control over the message pacing, both with respect to the timing of messages and the types of messages.
The invention is applicable generally to various types of communications channels. In a preferred embodiment, the invention is used in conjunction with a marketing system, such as the system described in commonly-assigned patent application Ser. No. 09/621,913, entitled “Method and System for Facilitating Marketing Dialogues,” which is incorporated herein by reference.



BRIEF DESCRIPTION OF THE DRAWINGS
FIG. 1 is a block diagram of a system according to an embodiment of the present invention.
FIG. 2 is a representation of a structure for use with an embodiment of the present invention.
FIG. 3 is a block diagram of a system according to an embodiment of the present invention.
FIG. 4 is a flow diagram of steps performed according to an embodiment of the present invention.
FIG. 5 is a flow diagram of steps performed according to an embodiment of the present invention.
FIG. 6 is a flow diagram of steps performed according to an embodiment of the present invention.
FIG. 7 is a representation of a structure for use with an embodiment of the present invention.



DETAILED DESCRIPTION OF PREFERRED EMBODIMENTS
Referring to FIG. 1, a network includes various message sources 12, a pacing system 14, and a recipient 16. Although only a single recipient is shown, for clarity, it is understood that the pacing system may be applied to multiple recipients. Pacing system 14 includes a data storage system 18, such as a database system, that is used to store pacing and message information. Messages 20 intended for recipient 16 (and possibly for other recipients as well) are sent from message sources 12 over communication paths 22, 24, and 26 to pacing system 14. Although shown as separate communication paths, paths 22, 24, and 26 could all be part of a single network, such as the Internet. The communication paths also could involve wide area networks (WANs), local area networks (LANs), dedicated communication paths, or any other communication channel. Or, the message sources 12 and pacing system 14 could be components on the same system, using direct procedure calls or inter-process communications.
Pacing system 14 forwards messages 20 on to recipient 16 over one or more channels 28 according to a pacing algorithm. For example, messages may be delivered no more than once every n time units (such as once every 7 days). The value of n can be different for each recipient, and can vary for different types of messages or different delivery channels. In a preferred embodiment, one channel 28 is an e-mail channel and a second channel is a phone channel. Facsimiles, pagers, regular mail, and any other communication channel could also be included.
Preferably, as shown in FIG. 2, each message 20 that pacing system 14 receives has, in addition to its content 120 (including the identity of the recipient, the recipient's address, and the message to be delivered), a set of delivery properties, including: an expiration date 102 and a priority 104. After the expiration date, the message will be discarded if it has not yet been delivered. Optionally, some messages can have no expiration date. In a preferred embodiment, there are three levels of priority, high, normal, and low, with normal being the default value. Generally, higher priority messages are delivered before lower priority messages. However, the priority can be treated as one factor, along with the expiration date, in determining which message to deliver. Some messages also may be marked as “always deliver,” (field 106 in FIG. 2) indicating that it should be delivered before its expiration date, even if that would be sooner than provided by the pacing algorithm. For example, if messages are to be delivered no more than once every 7 days, and an “always deliver” message would expire 4 days after the last message was delivered, then it would be delivered after 4 days. Preferably, the 7 day period would be restarted after the “always deliver” message is sent. Optionally, messages can be marked as “urgent” (field 108) and delivered immediately, regardless of when the last message was delivered. An “urgent” message may or may not re-set the delivery timer.
According to one embodiment, pacing system 14 will accept each message it receives from each message source 12. Other than with “always deliver” or “urgent” messages, pacing system 14 then waits until n time units after it sent the last message to recipient 16. Pacing system 14 then considers all messages that have not been delivered and have not expired. The message properties are then used to select a message to deliver, For example, pacing system 14 could select the message with the shortest expiration date, using priority as a tie-breaker. Or, pacing system 14 could select the message with the highest priority, using expiration date as a tie-breaker.
Also, combinations of these and other properties of the message can be considered. For example, the recipient could designate certain senders as higher priority than other senders. In addition, pacing system 14 can treat message channels individually or in combinations. Thus, messages sent by e-mail may have no effect on the timing of telephone calls (and vice versa), messages sent by e-mail and telephone calls could be treated together for timing (that is, no call is made or e-mail sent until n days after the last call or e-mail), or some combination of these extremes could be used. For example, calls could be separated by at least 14 days and e-mails could be separated by at least 7 days, with the added requirements that an e-mail cannot be sent for at least 3 days after a call and a call cannot be made for at least 4 days after an e-mail. As another example, message timing can be based at least in part on categorized message types.
Instead of a centralized pacing system, a central pacing storage system 214 can be used, as shown in FIG. 3. In this embodiment, each message source 212 sends messages directly to recipient 216, through channel 222 or channel 224. For example, channel 222 could be an e-mail channel and channel 224 a phone channel. Although only two channels are shown, it is understood that more channels could be used. In addition, each message source 212 is connected to pacing storage system 214 over network 226. Of course, it is understood that network 226 and one of the channels (such as e-mail channel 222) could overlap (if, for example, both use the Internet). Pacing storage system 214 maintains for each recipient 216 message managing information, such as a record with the value of n (the timing between messages) and the date the last message was sent to that recipient. If the value of n is global for all recipients (or a group of recipients), then it is understood that its value may be maintained for each recipient without storing separate instances of the value for each recipient. Where appropriate, pacing storage system 214 may maintain records of the date the last message was sent on each channel or in each category.
When a message source 212 is ready to send a message to a particular recipient, the message source checks with pacing storage system 214 to determine when the last message was sent and the timing interval n. Or, message source 212 may make a request for whether a message can be sent to the recipient, in which case pacing storage system 214 would calculate whether the current date is greater than the date the last message was sent plus the timing interval, and respond to message source 212. If the new message can be-sent, message source 212 sends the message and informs pacing storage system 214, so that the date of the last message can be updated. If the current time is less than the timing interval since the last message was sent, then message source implements a pacing algorithm to determine when to try again. For example, the message source could wait until the end of the interval and then check again. Or, if this is an “always deliver” message, the message source would wait until the message is about to expire and then send the message.
The message gap can vary based on the priority of the message. For example, the message gap for a high priority message could be 3 days (that is, 3 days since the last contact of any priority), with the message gap for a normal priority message 7 days, and the message for a low priority message 14 days. Also, the message gap can vary based on the prior message. So, for example, a low priority message can be sent 7 days after a high or normal priority message, but not for 14 days after a low priority message.
In a preferred embodiment, pacing system 14 uses storage system 18 to keep track of the message gap or gaps (which can be a global value, or personalized for each recipient), and the following information for each recipient: Tlast (the date of the last contact, which could be never); Tnext (the earliest date at which the recipient can be contacted); and Smsgs (the set of messages to be sent to the recipient). For each message, pacing system 14 records the arrival date, so that messages with the same priority and expiration date can be processed according to a “first-come, first-served” algorithm.
One way for the pacing system to decide, as each new message arrives, whether it should be sent immediately or placed in the data store, is shown in FIG. 4. A message arrives at step 310. Pacing system 14 then determines (step 312) whether the message is marked “urgent.” If so, the message is sent (step 314) and the process ends (step 316). It is assumed, with this example, that urgent messages do not cause the timer gap to be reset. If the message had not been marked urgent, the pacing system looks up the last contacted date (Tlast), at step 318, and determines if the recipient had previously been contacted (step 320). If the recipient had not previously been contacted, the message is sent (step 322). The pacing system then updates the last contacted date (step 324), looks up the message gap (step 326), and updates the next contact date (Tnext) at step 328. The process then ends (step 330). However, if the pacing system determines at step 320 that the recipient had been contacted, then the message is inserted into the database by updating Smsgs (step 332). The process then ends (step 334). Alternatively, the lookup message gap and update next contact date steps (steps 326 and 328) can be performed if the recipient previously had been contacted. In this case, those steps preferably would be performed after inserting the message in the database at step 332. With this alternative, the pacing system would not “wake up” (as discussed below) unless a message is waiting in the database.
This process also can be implemented in a number of other ways. For example, the system could let the next contact date have a value of “immediately” when the last message gap has expired (or no messages previously have been sent), and use that value at step 318 (instead of the last contacted date) to determine whether a message should be sent. Similarly, the system could check whether the next contact date is prior to the current time. Or, a separate flag (such as a “window open” flag) could be tested at step 320 to determine whether a message can be sent immediately.
Using timers or periodic queries, pacing system 14 “wakes up” when the next contact date arrives. The pacing system then determines which message to send, then resets the message dates.
One way to implement this process is shown in FIG. 5. At step 410 the process begins. The pacing system first deletes expired messages, at step 412. Then, the pacing determines whether any active messages remain (step 414). If not, then the system deletes the last contacted date (step 416), so that when a new message arrives it will be sent immediately. The process then ends (step 418). If, at step 414, the system determined that one or more active messages remained, the messages preferably are sorted by priority, expiration date, and arrival date (step 420). Alternatively, other selection processes can be used. After sorting the messages, the system sends the highest priority message (step 422). The system then updates the last contacted date Tlast (step 424), deletes the sent message from the set Smsgs (step 426), and updates the next contact date (Tnext) at step 428. The process then ends (step 430). If, instead of checking (at step 320 of FIG. 4) the last contacted date, the system checks for whether the window is open, then step 416 could be omitted. Or, if at step 320 the system checks the next contact date for an “immediate” value or value in the past, then step 416 would be replaced with updating the next contact date to the immediate value, or omitted.
Alternatively, with either of the above systems, to select which message is sent (and when the message is sent) the system (the pacing system, where a centralized pacing system is used, or each message source where a centralized storage system is used) could assign delay times based on the message properties and a random number. In this alternative, the system sends messages during an open window period. The window is open if the last message was sent at least n time units previously, where n is the message gap. The message gap can be the same for all recipients or can vary by recipient. Otherwise, the window is closed and the message is delayed until a point in time shortly after the window is expected to open. If the window is still closed after the delay, the process repeats.
With the use of an open window period, because each message is processed individually, the length of each message delay is staggered, so that messages with a higher priority “wake up” before messages of lower priority. For messages with equal priority, the delay is adjusted so that those with shorter expiration dates wake up before messages with longer expiration dates. For messages with the same priority and expiration date, a random factor is used to ensure they do not wake up at the same time. In a system with a single engine or processor executing the programs for sending messages, it may also be the case that only one message is processed at a time, which will lead to one message being processed first, and the other message then waiting until the window re-opens. Preferably, the wake up time (Twake) determined using the following algorithm:

Twake=Topen+[priority weight]+5min*(20,num_weeks[Texp−Topen])+ran(0-5min),

    
    
        where Topen is the time that the window opens, calculated as:

Topen=(last contacted date+message gap).

and where Texp is the expiration time (that is, the expiration date of the message) and where [priority weight] is 0 hours for high priority messages, 2 hours for normal priority messages, and 4 hours for low priority messages. Alternatively, a simpler algorithm employing only some of these factors, could be used, or a different algorithm could be used. Also, the algorithm can consider the message channel as well (as discussed above), so that messages in one channel (such as e-mail) are considered independently of messages in another channel (such as phone calls or facsimiles), or so that prior messages in one channel affect when messages can be sent through another channel.

    
    


One way to implement this selection process is shown in FIG. 6. The process begins at step 510, when a message arrives or a message wakes up. At step 512, the system determines if a message is marked “urgent.” If it is, the message is sent (step 514) and the process ends (step 516). If, at step 512, the message had not been marked urgent, the system determines (step 518) if the message has expired. If so, the process ends (step 520). If not, the system looks up the last contacted date (step 522) and the message gap for this recipient (step 524). The system then checks (step 526) whether the current date is greater than the sum of the last contacted date plus the message gap. If so (or if the recipient had not previously been contacted), then the message is sent (step 528). The system then updates the last contacted date (step 530) and ends (step 532). If the current date was not greater than the sum of the last contacted date plus the message gap (that is, the window is closed), then the system waits (step 534) until the window opens, then returns to step 518. This ensures that the current message will be processed before another message that wakes up while the system waits. The window could be closed, for example, because another message had been sent since the wake-up time for that message had been calculated. Alternatively, if the window was closed, the message could go back to sleep for a specified time period and the process could end, which could mean that another message will be processed before it if the other message wakes up first.
In addition to determining the timing of messages, in a preferred embodiment the pacing system can be used to manage message volume. Message volume management mechanisms include aggregating messages, discarding similar messages, and stimulating messages. Thus, volume management can be used both to reduce and to increase the number of messages, depending on the message volume.
For aggregating messages, as shown in FIG. 7, messages can be assigned the additional properties of type 610 and topics 612. A message type indicates the kind of content contained in the message, such as informational, advertisement, or cross-sell. The message topics indicate the subjects that the message contains, such as the type of product to which an offer relates. The message topics also can refer to the source of a product or offer, where information or products from different sources may be offered.
The pacing system, in this example, still accepts messages from the message sources. Given a pool of messages, pacing system 14 can select a subset of the undelivered messages and combine them into a single message to be delivered at one time. To do this, pacing system 14 is configured with a set of rules and templates for combining messages. The rules could be, for example, “no more than two advertisements in a message,” “at least one informational item in a message,” and rules preventing certain message topics from being combined in a single message. For example, a rule might ensure that information about a new humidifier is not sent along with information about a new dehumidifier. These rules would work with the selection rule to determine which messages are combined into the single message. The templates describe how to format the messages. For example, informational items are placed on the left side and advertisements are placed on the right side, or two advertisements must be separated by some other type.
In addition, messages can be identified as carriers or tag-alongs (field 614 in FIG. 7). Tag-along messages are placed in a priority queue or queues. When a carrier message is about to be sent, the message source checks the tag-along queue(s) and selects one or more items to add to the carrier message in accordance with a set of rules. The rules could, for example, limit the number of tag-alongs per message or the types of tag-alongs that can be combined in a single message, and could prevent tag-along messages with certain topics from being combined with certain carrier messages or tag-along messages of specified types or topics. The templates, in this case, may describe how to format the carrier message relative to the tag-along messages, and the tag-along messages relative to each other.
Optionally, messages also can identify the channel or channels (field 616) over which a message can be sent. The channel identifier 616 may be used, for example, to determine which messages to aggregate, so that the pacing system will aggregate messages being sent over the same channel. Also, the channel identifier 616 can be used so that the pacing system can choose one of several channels to use for message delivery. This may apply, for example, to optimize aggregation or to minimize the delay before a message is sent to a particular recipient. In one embodiment, channel identifier 616 is used to determine the channel by which to send a message when the delay periods over different channels are different. Optionally, where multiple channels are identified, other fields (such as priority field 604) can have an entry for each channel.
Where recipients have the ability to “opt-out” of receiving certain messages or it may otherwise be determined that a message should not be sent to a recipient during the delay period before a message is forwarded to the recipient, messages also may be assigned a permission check property 618. Permission check property 618 can be used, similarly to expiration date property 602, to determine when a message should not be sent. For example, in a centralized pacing system, if permission check property 618 is true, the pacing system checks whether a participant has opted out of a message before sending the message on to the recipient.
For discarding similar messages, the pacing system can apply a set of precedence rules. For example, the pacing system can have a rule that a message is discarded if another message of the same or a similar type (or on the same or a similar topic) was delivered within a particular time period. Alternatively, this type of rule could be used to delay a message, so that two messages of the same or similar types (or topics) are not sent within a specified time period.
While the preceding volume management functions reduce the volume of messages (or the volume of similar messages), it may also be desirable to stimulate the sending of messages when a specified time frame has elapsed without any messages being sent. Thus, in addition to storing a minimum period between messages, the pacing system—can store an upper threshold period. If the upper threshold period is exceeded without a message being sent, the pacing system can notify the message sources.
Although some of the message volume management functions have been described in terms of a central pacing system and some in terms of a pacing storage system, it should be understood that the functions could be implemented with either type of system or a combination of the two.
While there have been shown and described examples of the present invention, it will be readily apparent to those skilled in the art that various changes and modifications may be made therein without departing from the scope of the invention as defined by the following claims. For example, the invention can be implemented with a push system, a pull system, an inbox or outbox system, or any other message delivery system. Also, timing periods could be adjusted so that, for example, all e-mails are sent on a particular day of the week or month, or low priority messages are sent only on a particular day. Furthermore, some functions of a central pacing system can be combined with some functions of a pacing storage system (allowing, for example, some messages to be sent directly from the message sources to the recipients) as part of an overall pacing system. Moreover, while some message delivery functions or properties have been described in terms of global properties and some in terms of personal properties, the delivery algorithms can apply the rules globally, at an individual level, or at a group level as desired. Accordingly, the invention is limited only by the following claims and equivalents thereto.

## Claims

1. A method for managing messages comprising the steps of:
receiving at a pacing system at least two different messages intended for a recipient from one or more message sources connected to the pacing system via a network, wherein each of the at least two different messages includes a characteristic; and
spacing delivery of the at least two different messages over a same channel to the recipient according to a pacing algorithm, wherein:
spacing delivery is performed by the pacing system after receiving the at least two different messages;
the pacing algorithm considers the characteristics of the at least two different messages; and

the step of spacing delivery of the at least two different messages over the same channel to the recipient includes spacing delivery according the characteristics of the messages considered by the pacing algorithm.

2. The method of claim 1, wherein a first message of the at least two different
messages includes an expiration date and wherein the method further comprises:
determining that the first message should be delivered before the expiration date of the first message; and
wherein spacing delivery comprises delivering the first message sooner than what would be provided for by the pacing algorithm, but the first message is not delivered immediately.

3. The method of claim 1, further comprising the step of combining two or more of the at least two different messages intended for the recipient into a single message.

4. The method of claim 3, wherein the step of combining messages further includes the step of applying a template to determine how to format the combined messages.

5. The method of claim 1, further comprising the step of discarding a first message of the at least two different messages for the recipient based on delivery properties of a message previously sent to the recipient, wherein the first message and the message previously sent are different messages as received by the pacing system.

6. The method of claim 1, further comprising the step of notifying one or more of the sources if a message has not been sent to the recipient for more than a specified time period.

7. The method of claim 1, wherein the at least two different messages comprise a recipient's address when the at least two different messages are received by the pacing system.

8. The method of claim 1, wherein spacing delivery comprises delivering immediately a first message within the at least two different messages.

9. The method of claim 1, wherein the at least two different messages are e-mail messages.

10. A system for managing messages comprising:
one or more email servers;
a pacing system coupled to the one or more email servers, the pacing system operable to:
receive at least two different emails intended for a recipient from the one or more email servers, wherein each of the at least two different emails includes a characteristic; and
space delivery of the at least two different emails to the recipient according to a pacing algorithm after the at least two different emails are received, wherein:
the pacing algorithm considers the characteristics of the at least two different emails; and
the step of spacing delivery of the at least two different emails to the recipient according to a pacing algorithm includes spacing delivery according the characteristics of the messages considered by the pacing algorithm.

11. The system of claim 10, wherein a first email of the at least two different emails includes an expiration date and wherein the pacing system is further operable to:
determine that the first email should be delivered before the expiration date of the first email; and deliver the first email sooner than what would be provided for by the pacing algorithm, but not immediately.

12. The system of claim 10, wherein the pacing system is further operable to combine two or more of the at least two different emails intended for the recipient into a single message.

13. The system of claim 12, wherein the pacing system is further operable to apply a template to determine how to format the combined emails.

14. The system of claim 10, wherein the pacing system is further operable to discard a first email of the at least two different emails for the recipient based on delivery properties of an email previously sent to the recipient, wherein the first email and the email previously sent are different messages as received by the pacing system.

15. The system of claim 10, further comprising the step of notifying one or more sources if a message has not been sent to the recipient for more than a specified time period.

16. The system of claim 10, wherein the at least two different emails comprise a recipient's address when the at least two different emails are received by the pacing system.

17. A computer program product comprising a non-transitory computer readable medium storing computer executable instructions, the computer executable instructions comprising instructions executable to:
receive at least two different emails intended for a recipient from one or more email servers, wherein each of the at least two different emails includes a characteristic; and
space delivery of the at least two different emails to the recipient according to a pacing algorithm after the at least two different emails are received, wherein:
the pacing algorithm considers the characteristics of the at least two different emails; and
the step of spacing delivery of the at least two different emails to the recipient according to a pacing algorithm includes spacing delivery according the characteristics of the at least two different emails considered by the pacing algorithm.

18. The computer program product of claim 17, wherein a first email of the at least two different emails includes an expiration date and wherein the computer executable instructions further comprise instructions executable to:
determine that the first email should be delivered before the expiration date of the first email; and deliver the first email sooner than what would be provided for by the pacing algorithm, but not immediately.

19. The computer program product of claim 17, wherein the computer executable instructions further comprise instructions executable to combine two or more of the at least two different emails intended for the recipient into a single message.

20. The computer program product of claim 19, wherein the computer executable instructions further comprise instructions executable to apply a template to determine how to format the combined emails.

21. The computer program product of claim 17, wherein the computer executable instructions further comprise instructions executable to discard a first email of the at least two different emails for the recipient based on delivery properties of an email previously sent to the recipient, wherein the first email and the email previously sent are different messages as received by a pacing system.

22. The computer program product of claim 17, further comprising the step of notifying one or more sources if a message has not been sent to the recipient for more than a specified time period.

23. The computer program product of claim 17, wherein the at least two different emails comprise a recipient's address when the at least two different emails are received by a pacing system.