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US5649114A Expired / Lapsed US ⏱️ 0.0 years remaining

Method and system for selective incentive point-of-sale marketing in response to customer shopping histories

Assignee: Catalina Marketing Corp
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Filing: 1995-06-01
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Granted: 1997-07-15
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Expires: 2015-06-01
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Abstract

Abstract A system and method for customer promotion. A terminal enters a customer's identification code, along with customer transaction data, at the point-of-sale. A memory stores a database of previously entered customer identification codes and transactions data. Circuitry is provided for generating a signal representative of a customer's shopping history, wherein incentive coupons may be issued to customers in dependence upon the signal.

Inventors

  • 👤 David W. Deaton
  • 👤 Rodney G. Gabriel

Bibliographic Details

Application Number —
Jurisdiction US
Data Source google_patents
Last Synchronized 2026-11-09 13:41
CPC Classifications
G; G07; G07F; G07F17/00; G07F17/42; G06; G06Q; G06Q20/00; G06Q20/38; G06Q20/387; G06Q30/00; G06Q30/02; G06Q30/0207; G06Q30/0224; G06Q30/0226; G06Q30/0235; G06Q30/0236; G06Q30/0238; G06Q30/0241; G06Q30/0242; G06Q30/0251; G06Q30/0255; G06Q30/0268; G06Q40/00; G06Q40/02; G07G; G07G1/00; G07G1/0009; G07G1/0036; G07G1/12; G07G1/14; G07G1/145

Claims Analysis

Total Claims: 25
Claim 1
Independent Claim 262 words
A method for performing targeted marketing on shopping customers with a computer having a processor and memory, the method comprising the steps of: entering into the memory selected indicia from an identification presented by customers for use as unique customer identification codes in response to presentation of customers' identification at a point-of-sale; entering into the memory at the point-of-sale data relating to customers' shopping transactions, including data relating to a plurality of different products purchased by a specific customer; creating a database of a store's customers' shopping transactions and identification codes in response to said identification and said data, including information regarding products more frequently purchased than others of said plurality of different products purchased by said specific customer and stored in the memory; applying with the processor a value formula to said database of previously purchased products and shopping transaction data in order to determine a value for said more frequently purchased products for use as promotions, said value formula being variable and based on individual customers' prior purchase volumes in said store; generating with the processor a first signal in response to entry of identification codes of customers whose prior transactions at the store meet predetermined shopping history criteria; and in response to said first signal, effecting a first sales promotion to customers who meet said predetermined shopping history criteria, said sales promotion being related to at least one of said more frequently previously purchased than others of said plurality of different products purchased by said specific customer and the value of said sales promotion determined by said value formula.
Claim 2
Independent Claim 262 words
A method for performing targeted marketing on shopping customers with a computer having a processor and memory, the method comprising the steps of: entering into the memory selected indicia from an identification presented by customers for use as unique customer identification codes in response to presentation of customers' identification at a point-of-sale; entering into the memory at the point-of-sale data relating to customers' shopping transactions, including data relating to a plurality of different products purchased by a specific customer; creating a database of a store's customers' shopping transactions and identification codes in response to said identification and said data, including information regarding products more frequently purchased than others of said plurality of different products purchased by said specific customer and stored in the memory; applying with the processor a value formula to said database of previously purchased products and shopping transaction data in order to determine a value for said more frequently purchased products for use as promotions, said value formula being variable and based on individual customers' prior purchase volumes in said store; generating with the processor a first signal in response to entry of identification codes of customers whose prior transactions at the store meet predetermined shopping history criteria; and in response to said first signal, effecting a first sales promotion to customers who meet said predetermined shopping history criteria, said sales promotion being related to at least one of said more frequently previously purchased than others of said plurality of different products purchased by said specific customer and the value of said sales promotion determined by said value formula.
Claim 3
Dependent Claim 16 words
The method of claim 1 wherein said customer's identification code comprises a customer's checking account number.
Claim 4
Dependent Claim 16 words
The method of claim 1 wherein said customer's identification code comprises a customer's credit card number.
Claim 5
Dependent Claim 14 words
The method of claim 1 wherein said customer's identification code comprises a debit card.
Claim 6
Dependent Claim 15 words
The method of claim 1 wherein said customer's identification code comprises a merchant issued identification.
Claim 7
Dependent Claim 23 words
The method of claim 1 wherein said promotion induces said customer to make additional future purchases in addition to said previously purchased products.
Claim 8
Dependent Claim 22 words
The method of claim 6 and further comprising: issuing said promotion to those customers whose prior shopping history meets predetermined shopping requirements.
Claim 9
Dependent Claim 31 words
The method of claim 1 wherein said promotion induces said customer to return to the store within a predetermined time period in order to receive an incentive provided by said promotion.
Claim 10
Dependent Claim 24 words
The method of claim 1 wherein said promotion induces said customer to increase future purchase values over an amount previously paid by said customer.
Claim 11
Dependent Claim 29 words
The method of claim 1 and further comprising: monitoring whether or not said promotion has been effective; and subsequently issuing an additional promotion depending upon results of said monitoring.
Claim 12
Dependent Claim 22 words
The method of claim 10 wherein said promotion is deemed to be effective if it is redeemed within a selected time period.
Claim 13
Dependent Claim 21 words
The method of claim 10 wherein said promotion is monitored by scanning identification numbers on said promotion when it is redeemed.
Claim 14
Dependent Claim 19 words
The method of claim 10 wherein said promotion is deemed to be effective if a customer's future purchases increase.
Claim 15
Dependent Claim 26 words
The method of claim 10 wherein said additional promotion issued in dependence upon the results of said monitoring is increased in value over said prior promotion.
Claim 16
Dependent Claim 28 words
The method of claim 1 wherein a consumption rate analysis is made on said selected products prior to utilizing said selected products as a basis for said promotion.
Claim 17
Independent Claim 239 words
A system for performing targeted marketing on shopping customers comprising: a terminal for entering at a point-of-sale unique customer identification codes; circuitry associated with said terminal for entering data at the point-of-sale relating to a customer's shopping transactions, including data relating to a plurality of different products purchased by the customer; a memory responsive to said terminal and said circuitry for creating a database of a store's customers' shopping transactions and identification codes, including information regarding products more frequently previously purchased by the customers than others of said plurality of different products purchased by said specific customer; a processor for applying a value formula to said stored data in order to determine a value for a sales promotion, said value based on the purchase volume of said specific customer and said processor determining a subset of said more frequently previously purchased products than others of said plurality of different products purchased by said specific customer; circuitry for generating a first signal for specific customers who have prior transactions at the store; and apparatus, in response to said first signal, for effecting a sales promotion to said customers who have prior shopping transactions at said store, said sales promotion including at least one of said more frequently purchased products in relation to said plurality of different products purchased by said specific customer in said subset of products and the value of said sales promotion being determined by said value formula.
Claim 18
Independent Claim 239 words
A system for performing targeted marketing on shopping customers comprising: a terminal for entering at a point-of-sale unique customer identification codes; circuitry associated with said terminal for entering data at the point-of-sale relating to a customer's shopping transactions, including data relating to a plurality of different products purchased by the customer; a memory responsive to said terminal and said circuitry for creating a database of a store's customers' shopping transactions and identification codes, including information regarding products more frequently previously purchased by the customers than others of said plurality of different products purchased by said specific customer; a processor for applying a value formula to said stored data in order to determine a value for a sales promotion, said value based on the purchase volume of said specific customer and said processor determining a subset of said more frequently previously purchased products than others of said plurality of different products purchased by said specific customer; circuitry for generating a first signal for specific customers who have prior transactions at the store; and apparatus, in response to said first signal, for effecting a sales promotion to said customers who have prior shopping transactions at said store, said sales promotion including at least one of said more frequently purchased products in relation to said plurality of different products purchased by said specific customer in said subset of products and the value of said sales promotion being determined by said value formula.
Claim 19
Dependent Claim 27 words
The system of claim 16 wherein said value formula determines a number of products to be used as the incentive for coupons dispensed to a specific customer.
Claim 20
Dependent Claim 20 words
The system of claim 16 wherein said value formula determines a brand of products to be used as the incentive.
Claim 21
Dependent Claim 20 words
The system of claim 16 wherein said value formula determines a size of products to be used as the incentive.
Claim 22
Dependent Claim 29 words
The system of claim 16 wherein said value formula determines an amount of discount to be applied to the price of a product to be used as the incentive.
Claim 23
Dependent Claim 50 words
The system of claim 16 wherein said processor is further operable to apply a consumption rate analysis to said subset of products to ensure that a product used as a coupon incentive was purchased a sufficient time ago to enable at least partial consumption of the product by the customer.
Claim 24
Dependent Claim 33 words
The system of claim 16 wherein said apparatus for issuing coupons is further operable to issue subsequent coupons to a customer if monitoring of a customer's activities indicates that additional incentives are required.
Claim 25
Dependent Claim 22 words
The system of claim 16 wherein said value formula determines the selling price of a product to be used as the incentive.

USPTO Annuity & Maintenance Windows

Annuity Stage Window Opens Payment Deadline Surcharge Period Until Estimated Fee Status
3.5 Years (Year 4) 2000-07-14 2001-01-13 2001-07-15 $2000.00 Window Closed / Lapsed
7.5 Years (Year 8) 2004-07-14 2005-01-13 2005-07-15 $3760.00 Window Closed / Lapsed
11.5 Years (Year 12) 2008-07-14 2009-01-13 2009-07-15 $7700.00 Window Closed / Lapsed

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