System and method for controlling electronic communications

Patent metadata

Field	Value
Publication number	US-9641532-B2
Application number	US-201414558432-A
Country	US
Kind code	B2
Filing date	Dec 2, 2014
Priority date	May 6, 2013
Publication date	May 2, 2017
Grant date	May 2, 2017

Abstract

The approved email generation system described is capable of producing email communications between user and customer by using approved email templates, content and call to action items that have been aligned with customer information. Once the approved email has been generated, the content and call to action items may be verified again for accuracy and validity before being delivered to the customer. When the customer accesses delivered content, the approved email generation system again verifies the content and allows the customer access to only the most current version of the content available. The system provides for control of the content of electronic communications to customers.

First claim

What is claimed is:

1. A machine-implemented method for generating approved electronic messages, the method comprising:
establishing a controlled content repository, the controlled content repository being securely and controllably accessed;
establishing an access protocol for the controlled content repository, whereby approved content is stored in the controlled content repository according to the access protocol and whereby the access protocol comprises at least one set of alignment rules for determining if a first item of approved content within the controlled content repository can be made available to a first customer via an electronic message;
storing the approved content within the controlled content repository, the approved content further being accessible according to the established access protocol;
aligning the approved content within the controlled content repository with information from an information management system;
providing the first item of approved content for selection by a sender after a determination that the first item of approved content is authorized to be made available to the first customer in accordance with the at least one set of alignment rules; and
providing an approved electronic message generating system which generates an electronic message according to the established access protocol for sending the provided first item of approved content to the first customer, wherein the electronic message comprises a first clickable area for a first call to action.

2. The method of claim 1 , wherein the information management system is a customer relationship management (CRM) system or a closed loop marketing (CLM) system.

3. The method of claim 1 , further comprising: providing a template for the electronic message, wherein the template is pre-generated with approved content and has at least one customizable area and at least one call to action configuration area.

4. The method of claim 3 , further comprising: receiving a first input from the sender on the at least one call to action configuration area and displaying a first call to action item and a second call to action item.

5. The method of claim 4 , further comprising: adding the first call to action item to the electronic message in response to a second input from the sender.

6. The method of claim 4 , further comprising: determining that the first call to action item may permissibly be sent by the sender to the first customer according to a limitation in the information management system.

7. The method of claim 6 , wherein the limitation in the information management system comprises a regulatory limitation related to the first customer.

8. The method of claim 6 , wherein the limitation in the information management system comprises preferences of the first customer.

9. The method of claim 6 , wherein the limitation in the information management system comprises profile information of the first customer.

10. The method of claim 6 , wherein the limitation in the information management system comprises a number of times that the first call to action item has been sent to the first customer.

11. The method of claim 4 , further comprising:
sending the electronic message to the first customer;
updating the information management system with the sending of the electronic message; and
determining if the first customer responds to the first call to action item in the electronic message with a request.

12. The method of claim 11 , further comprising: confirming receipt of the request via a second electronic message to the first customer.

13. The method of claim 11 , further comprising: updating the customer's profile information in the information management system with the request.

14. The method of claim 11 , further comprising: updating the information management system with follow up activities related to the request.

15. The method of claim 1 , further comprising: providing a template for the electronic message, wherein the template is pre-generated with at least one call to action item.

16. The method of claim 1 , wherein the controlled content repository is adapted to provide development and distribution of promotional materials as related to regulatory restricted products.

17. The method of claim 16 , wherein the regulatory restricted products are prescription drugs.

18. A system for generating approved electronic messages, comprising:
a controlled content repository for storing approved content according to an access protocol, wherein the access protocol is based on regulatory restrictions, and comprises a first set of alignment rules for determining if a first piece of approved content within the controlled content repository can be made available to a first customer via an electronic message and a second set of alignment rules for determining if a first call to action can be made available to the first customer via the electronic message; and
an approved electronic message generator, coupled to the controlled content repository, coupled to an application over a network, and generating an electronic message according to the access protocol for sending a piece of approved content within the controlled content repository and the first call to action to an approved customer.

19. The system of claim 18 , further comprising: a regulatory compliance engine for checking that the piece of approved content and the first call to action item are in compliance with government regulations.

20. The system of claim 18 , wherein the approved electronic message generator further acknowledges receipt of the customer's response to the first call to action item.

Assignees

• Veeva Systems Inc

Inventors

• Murphy Timothy S
• Bafna Nishant

Classifications

• H04L63/10 Primary

  for controlling access to devices or network resources · CPC title

• H04L51/063

  Content adaptation, e.g. replacement of unsuitable content · CPC title

• G06F19/32

  Physics · mapped topic

• G16H70/20 Primary

  relating to practices or guidelines · CPC title