TAXONOMY CONFIGURATION FOR PAGE ANALYTICS AND CAMPAIGN CREATION
A system for creating and using a universal tag to gather consumer data from a website for the purposes of targeted advertising is provided. The universal tag system has two main subsystems. The first subsystem is a configuration system that is used to define the consumer data to be collected from the website and to define taxonomy and transformation rules to be applied to the collected consumer data. The second subsystem is a runtime system that runs a universal tag client-side script, which is triggered when a consumer lands on a webpage of the website, for collecting the defined consumer data. The runtime system then applies the transformation rules to the collected data and updates a user profile corresponding to the consumer with the transformed data. As well, the runtime system applies the taxonomy rules to the collected data and categorizes the consumer for the purposes of subsequent targeted advertising.
Latest Turn Inc. Patents:
This application claims priority to U.S. provisional patent application Ser. No. 61/801,001, filed Mar. 22, 2013, which application is incorporated herein in its entirety by this reference thereto.BACKGROUND OF THE INVENTION
1. Technical Field
This invention relates generally to digital advertising. More particularly, this invention relates to a tool for creating and using a universal tag to gather consumer data for the purposes of digital advertising.
2. Description of the Related Art
The Internet has become a primary source for providing media and information. For example, it is believed that more news articles are read online than in print. Videos and television shows are increasingly viewed through online applications, such as by the companies, Hulu, Netflix, and YouTube. Many of these online media companies earn revenue by allowing advertisers to advertise on their websites. The need of companies with online presence to generate revenue by selling advertising space on their websites is met with the need of advertisers to reach consumers via online advertising. This mutual need has led to the development of a niche industry, online display advertising. Thus, from the advertisers' point of view, it is an important aspect of their business to optimize their digital advertising potential on the Internet.
Although the system of advertising in print media has been well established for centuries, the rules for online advertising are still evolving. As users demand instant access to entertainment their patience for advertisements rapidly dwindles. For example, if a user is forced to view a pre-roll advertisement before a video is displayed, the user may simply click on another window or walk away from the display screen unto the advertisement is gone. Thus, such user is not watching the advertisement. If the user is not watching the advertisement, the advertiser is not receiving the optimal return on their advertisement.
Various innovations with regard to Internet-based advertising have addressed some of these concerns. See, for example, U.S. patent application Ser. No. 12/617,590, Segment Optimization for Targeted Advertising and U.S. patent application Ser. No. 12/410,400, Predicting User Response to Advertisements, each of which is commonly owned by the assignee of this application, and each of which is incorporated herein in its entirety by this reference thereto.
It has been found that advertiser interaction with the data elements of the advertiser's webpage may be helpful for the advertiser. For example, an advertiser may want determine the behavior of the end user by observing the areas of the website with which the user interacts. Thus, an advertiser may want to add code to the advertiser's webpage to collect such behavior information. Tag management is a technique that has been employed to allow adding code to the advertiser's webpage. Tag management is a technique that adds code to an advertiser's webpage by eliminating the need for advertisers to modify code on each individual webpage and by allowing marketers, as opposed to information technologists of an IT department, to control the content on the webpage that should be observed. Tag management basically operates by causing a website, when opened in a browser, to deploy a generic piece of code, such that when the code executes, data is dynamically collected from that website based on predetermined rules.SUMMARY OF THE INVENTION
A system for creating and using a universal tag to gather consumer data from a website and for analyzing the gathered consumer data is provided. An embodiment of the invention provides a universal tag system that has two main subsystems. The first subsystem is a configuration system that is used to define the consumer data to be collected from the website and to define taxonomy and transformation rules to be applied to the collected consumer data. The second subsystem is a runtime system that runs a universal tag client-side script, which is triggered when a consumer lands on a webpage of the website, and that is used for collecting the defined consumer data. The runtime system then applies the transformation rules to the collected data and updates a user profile of the consumer with the transformed data. As well, the runtime system applies the taxonomy rules to the collected data and categorizes the consumer for the purpose of subsequent targeted advertising.
A system for creating and using a universal tag to gather consumer data from a website and for analyzing the gathered consumer data is provided. An embodiment of the invention provides a universal tag system that has two main subsystems. The first subsystem is a configuration system that is used to define the consumer data to be collected from the website and to define taxonomy and transformation rules to be applied to the collected consumer data. The second subsystem is a runtime system that runs a universal tag client-side script, which is triggered when a consumer lands on a webpage of the website, and that is used for collecting the defined consumer data. The runtime system then applies the transformation rules to the collected data and updates a user profile of the consumer with the transformed data. As well, the runtime system applies the taxonomy rules to the collected data and categorizes the consumer for the purpose of subsequent targeted advertising.OVERVIEW
As an example, suppose a user clicks on a shopping cart submission on a particular advertiser's webpage. In the example, the event is the user clicking on the shopping cart submission. Suppose that the shopping cart included a mobile device. Thus, in an embodiment, data reflecting that a particular customer bought the mobile device are gathered and used for targeted advertising to that particular customer. As another example, the advertiser may want to target customers who purchased mobile devices based upon a different, yet related, advertisement.
In an embodiment, a console tool with a user interface is provided to be used in conjunction with the advertiser's website. The console allows a user to generate the code that is placed on the particular website for capturing particular data. The code is referred to herein as a universal tag.
In an embodiment, the end user may manually scroll through a list of objects, e.g. UI elements, in the panel as well as search for objects. Or, the user may use a mouse to interact with a particular object. For example, the user may use the mouse to cause the display cursor to hover over an object, which causes updates to be presented to the end user. The updates may include historical data which were previously collected across all segments from the same demographic, for example. The user may select such object as an object of interest.
In an embodiment, the user can build objects as a generic set of objects of interest from which data can be collected. Such generic set of objects resides in one universal tag that the user may then deploy across all of the webpages of interest. Deploying the one universal tag causes data about such objects to be automatically collected and submitted to a repository, such as an ad server, for subsequent post-processing, such as but not limited to analysis and audience creation.
In an embodiment, analytics are applied directly on a website page. For example, when a marketer arrives at a particular advertiser's website, the universal tag, which resides at the page, is executed. When the universal tag is executed, it allows the marketer to perform analytics on the page with the data that was collected for each of the objects specified in the universal tag.
In an embodiment, indicators, e.g. gear icons, may be displayed next to objects when the user navigates to the webpage to indicate that data are being collected for those objects. As well, the indicators may be linked to historical data about the objects. For example, when an end user uses a mouse to place the display cursor over one of such objects, the embodiment causes the system to present historical data about the object. In this way, the user can go to the location where that data were collected. The user does not have to go to a separate summary or data report to access related data corresponding to a particular object. The data are brought to the user. As an example, a user logs into a webpage, sees the gear icons that indicate what the user had instrumented with his universal tag, and mouse-overs a particular gear to get a report about the corresponding object on the webpage.
An embodiment provides site analytics. As an example, suppose a marketer created a list of products that were being targeted in the advertising campaign. The embodiment allows the marketer to color code the products with respect to various criteria. Thus, for example, the marketer may learn from the color coded list of products, in combination with the site analytics that apply the criteria, that “these products drove the most ROI in my advertising campaign, because given the color, I know that these products drove high conversion rates.” That is, an embodiment links information from the advertiser's site to the results obtained on the advertising side and thus closes the loop. Analytics provided in an advertising platform are made available in the console, thus allowing marketer to extract the analytics and place the analytics where the analytics are most relevant, i.e. next to the data that drives them.
Ultimately, the marketer may actually create an advertising campaign dynamically from the console using the universal tag and corresponding rules. The user may say, “Here's the data I'm collecting. I see I've collected ten million users' worth of data. Now with a single click, I may go find those users and target them with a campaign.” The process is driven from the advertiser's site, as opposed to the user having to navigate to a different application, such as a service's console, to perform such process.An Exemplary Universal Tag System Overview
An embodiment can be understood with reference to
In an embodiment, components of configuration subsystem 102 comprise but are not limited to a console UI 106, a UI for collecting live data (also referred to herein as Event Inspector) 108, and a runtime code generator 110. In an embodiment, components of runtime subsystem 104 comprise but are not limited to a client-side script 114 and a runtime endpoint 112.Data Model
In an embodiment, a data schema or model is provided as depicted in
In an embodiment, an event is also referred to herein as a page event. Page event definitions determine what data a universal tag script should collect from a advertiser's webpage. These definitions may be manually entered via console UI 106 or automatically via the Event Inspector 108. Event inspector 108 may be a widget inside of an advertiser's webpage, such as for example a panel overlaying the webpage, which is described in further detail hereinbelow.Universal Tag Data Contract
In an embodiment, a universal tag data contract is created using the console in conjunction with the advertiser's website. The data contract is a contract between the advertiser's webpage and one or more advertisers. The data contract may specify which of the events on a webpage to capture and how to transform the data from the captured event from an original format to a format for storage. A data contract definition may determine how event data that have been collected may be interpreted for generating user profile data such as key-values and categorizations. An example of key-value data is a referrer URL as the key and the URL string as the value. The transformation in this example is exact, which means keep the same value as the transformed value. An example categorization is high-end. Such interpretation may be accomplished by applying the defined transformation rules and taxonomy rules of the contract to event data that has been collected.Configuration System
In an embodiment, configuration system 102 may be a client-facing interface which may be used by users, such as but not limited to marketers, to perform the following but is not limited to the following:
- Create the universal tag;
- Define what data the universal tag may collect at runtime;
- Define how the collected data may be interpreted by related systems via transformations; and
- Define taxonomy rules based on the data that are collected.
In an embodiment, configuration system 102 is comprised of three subsystems: a console UI 106 to create and manage universal tags; an injected-script application, live UI 108, also referred to as Event Inspector 108, which a user may use to define context-specific data points in their live sites; and a listener application on a server (herein referred to as “presentation server”), runtime code generator 110, which listens for and converts new data contracts and new event definitions to runtime Java code to update existing Java code.Console UI
In an embodiment, console UI 106 may be considered a primary entry point to the workflow of universal tag system 100. Console 106 may be responsible for the creation and management of the universal tag. A user may be able to define data points, e.g. events, and be able to view data points that have been designated for the tag thus far. The events may be entered manually or via Event Inspector 108. Console 106 may also allow the user to define data contracts and taxonomy rules using the data points that have been defined.
An embodiment is illustrated in
In an embodiment, a universal tag Event Inspector is an application, which runs in the context of an advertiser's webpage to enable users such as but not limited to marketers to define context-specific data collection points without the need for technical knowledge of the webpage. Such application may be instantiated on the website by the user clicking an event inspector bookmark on their browser. The application may be responsible for providing the client with a user interface, e.g. an event inspector panel, to explore data on the webpage and to designate for collection any data that are available to be collected by the universal tag on the webpage.
In an embodiment, because such application may modify client data from an external origin security concerns may be addressed by, for example, use of a secure top level domain (see
In an embodiment, presentation server 306 listens for new data contract definitions or new event definitions. When a new data contract is detected, the runtime Java code generator on presentation server 306 generates the Java code for evaluating the related transformation and taxonomy rules. Presentation server 306 pushes such generated code to presentation server 308 to be executed at runtime. When a new event definition is detected, the runtime Java code generator may update a runtime provider object and push such object to presentation server 308.
Following are sample new classes and changes to existing classes for illustrative purposes only and are not meant to be limiting.New Classes:
- RuntimeTaxTransform; and
- RuntimeDataContractCorpus must have a getByProviderId(int);
- RuntimeDateContract must have List<RuntimeTransformation>;
- RuntimeDataProvider must have List<RuntimePageEvent>; and
- SegmentRuleBuilder and SegmentAttributionRuleBuilder must support new SegmentRule types.
In an embodiment, runtime system 104 may be an automated system which is triggered by universal tag script codes which reside on advertisers' websites. For example, when a website loads, the universal tag script codes may activate runtime system 104. Responsibilities of runtime system 104 may include but are not limited to the following. Here, client-defined refers to the user such as the marketer and user refers to the consumer at the website.
- Collect the event data the universal tag is configured to collect;
- Apply the client-defined transformation to the collected data and store such transformation in the user profile of the consumer; and
- Apply the client-defined taxonomy rules on the collected data and categorize users accordingly.
In an embodiment, runtime system 104 may be comprised of two subsystems: a universal tag script 114 and an endpoint 112 with which tag script 114 communicates. Endpoint 112 applies the transformation and taxonomy rules to incoming data.
A runtime message sequence in accordance with an embodiment may be understood with reference to
1. A client's user visits a client's website 502 which has the universal tag script embedded in it.
2. A request is made to presentation server 308 to provide the universal tag script for a given provider id.
3. Presentation server 308 gathers the event definitions relevant to the given provider id.
- a. The presentation server uses the providerId to retrieve a List<RuntimeDataContract> from the RuntimeDataContractCorpus; and
- b. It also extracts List<RuntimePageEvent> from the RuntimeDataProvider object (which is retrieved from one of the RuntimeDataContracts)
4. Presentation server 308 puts the generic universal tag, along with provider-specific events to collect in the HTTP response body and sends it back to the client's user's browser 502.
5. The browser 502 interprets the script, creating universal tag reporter 504.
6. For each event definition, the reporter 504 makes API calls to the Window 502 object to resolve the event expressions.
7. The browser 502 provides evaluated event data to the reporter 504.
8. The reporter 504 posts a key-value list of event names and values along with the providerid and userid to the presentation server 308.
9. The presentation server 308 acknowledges receipt immediately.
10. The presentation server 308 applies transformation and taxonomy rules to the returned keys.
- a. Provider id is used to retrieve relevant RunTimeDataContracts vis RuntimeDataContractCorpus; and
- b. For each KVTransform and TaxTransform in all RuntimeDataContracts, run the transforms, resulting in a map of key-values and a list of category ids for each contract.
11. Presentation server 308 requests the user profile from a profile server 508 for the given userid.
12. Profile server 508 responds with the user profile.
13. The user's profile is annotated with the data with transformed key-values and taxonomy category ids.
14. The annotated profile is pushed back to Profile server 508. It should be appreciated that there are two profiles that may be pushed: one for analytics and one for runtime.
In an embodiment, the universal tag script runs in the context of the client's webpage and is responsible for collecting event data for events which have been defined in configuration system 102 and for reporting such event data back to runtime endpoint 112.
An embodiment of universal tag script components and communication can be understood with reference to
It should be appreciated that in an embodiment, having the tag script on a clients' website may substantially increase the number of HTTP connections that are made with presentation server 308. Such increase may be mitigated through the use of a caching reverse proxy.Runtime Endpoint
In an embodiment, runtime endpoint 112 runs on presentation server 308 and is a communication point for the client-side universal tag script. Universal tag runtime endpoint 112 is responsible for generating the client-side universal tag script for a given provider id and providing the list of data collection points from which to retrieve data. The universal tag script may then report the data back to such endpoint 112, where the transformation rules which were defined in the configuration system 102 may be applied. The system may then annotate the given user's profile with the transformed data and update the profile server 508.
An example implementation in accordance with an embodiment is illustrated in
One or more embodiments of a user interface for a universal tag management tool and related workflows may be understood with reference to the following figures. It should be appreciated that particular details are by way of example and are not meant to be limiting.
In Step 1, the user sets up a data provider.
In Step 2, the user selects if the user wants to use a provider with universal tag availability.
In Step 3, the user enters allowed domains for universal tag security.
Step 4 is optional and is for the user to enter a name for the process and any notes. Next (step number not listed), the user decides if he wants to use the Event Inspector. If no, he may add event definitions manually via the console. If yes, the user proceeds to Step 5.
In Step 5, the user drags and drops the Event Inspector bookmarklet.
In Step 6, the user enters the URL which launches the first page of the website for event capture, e.g. the Home page of the website.
In Step 7, when the webpage loads, the user clicks the bookmarklet.
In Step 8, the Event Inspector panel is displayed.
In Step 9, the user confirms the data provider in the provider tab.
In Step 10, the Event Inspector loads the previously captured events in the provider tab, if any.
In Step 11, the user can begin adding new events interactively or by searching.
In Step 12, the user navigates to a new page, e.g. shopping cart.
In Step 13, the user clicks the bookmarklet again and the process repeats from Step 8. When the user is finished configuring the Event Inspector for that particular website, the user may go to Step 6, in which he may enter a new URL for a new website and continue with the process. When the user is done completing configuration for all websites (no step number), control goes to Step 14.
In Step 14, the user may choose to view his configuration, which, in this example is in an application referred to as “Audience Suite.”
At Step 15, the data provider configuration page is displayed in the application.
At Step 16, the data provider configuration page is refreshed with events that are captured in the Event Inspector as they are defined.
At Step 17, the user is done and exits the application.
In Step 902, the user creates a new data contract with a single advertiser.
In Step 904, the user chooses to add taxonomy.
In Step 906, the user creates a new taxonomy hierarchy through importing an existing taxonomy file or interactively.
In Step 908, the user creates high nodes and low nodes in the taxonomy.
In Step 910, the user selects high node and configures events and rules, accordingly.
In Step 912, the user sets an event to shop_cart_value, which was configured during the data provider configuration as part of the universal tag.
In Step 914, the user configures a rule to be value >$50.
In Step 916, the user associates a particular advertising signal, referred to herein as a campaign beacon. This step serves the purpose of pushing back to the signal information reflecting the fact that a consumer conversion has been made. A key aspect is for the system to have the information that converting segments can then be targeted or considered in further optimization analyses.
In Step 918, the user decides if a new campaign beacon needs to be created. If no, in Step 920, the user chooses an existing campaign beacon. If yes, in Step 922, the user creates a new campaign beacon.
In Step 924, the user enters particular settings for the new campaign beacon.
In Step 926, the user decides if he should select a cart value. If no, the taxonomy process ends. If yes, in Step 928, the user associates the selected cart value with the appropriate event.
An Example Machine Overview
The computer system 3500 includes a processor 3502, a main memory 3504 and a static memory 3506, which communicate with each other via a bus 3508. The computer system 3500 may further include a display unit 3510, for example, a liquid crystal display (LCD) or a cathode ray tube (CRT). The computer system 3500 also includes an alphanumeric input device 3512, for example, a keyboard; a cursor control device 3514, for example, a mouse; a disk drive unit 3516, a signal generation device 3518, for example, a speaker, and a network interface device 3520.
The disk drive unit 3516 includes a machine-readable medium 3524 on which is stored a set of executable instructions, i.e. software, 3526 embodying any one, or all, of the methodologies described herein below. The software 3526 is also shown to reside, completely or at least partially, within the main memory 3504 and/or within the processor 3502. The software 3526 may further be transmitted or received over a network 3528, 3530 by means of a network interface device 3520.
In contrast to the system 3500 discussed above, a different embodiment uses logic circuitry instead of computer-executed instructions to implement processing entities. Depending upon the particular requirements of the application in the areas of speed, expense, tooling costs, and the like, this logic may be implemented by constructing an application-specific integrated circuit (ASIC) having thousands of tiny integrated transistors. Such an ASIC may be implemented with CMOS (complementary metal oxide semiconductor), TTL (transistor-transistor logic), VLSI (very large systems integration), or another suitable construction. Other alternatives include a digital signal processing chip (DSP), discrete circuitry (such as resistors, capacitors, diodes, inductors, and transistors), field programmable gate array (FPGA), programmable logic array (PLA), programmable logic device (PLD), and the like.
It is to be understood that embodiments may be used as or to support software programs or software modules executed upon some form of processing core (such as the CPU of a computer) or otherwise implemented or realized upon or within a system or computer readable medium. A machine-readable medium includes any mechanism for storing or transmitting information in a form readable by a machine, e.g. a computer. For example, a machine readable medium includes read-only memory (ROM); random access memory (RAM); magnetic disk storage media; optical storage media; flash memory devices; electrical, optical, acoustical or other form of propagated signals, for example, carrier waves, infrared signals, digital signals, etc.; or any other type of media suitable for storing or transmitting information.
Further, it is to be understood that embodiments may include performing operations and using storage with cloud computing. For the purposes of discussion herein, cloud computing may mean executing algorithms on any network that is accessible by internet-enabled or network-enabled devices, servers, or clients and that do not require complex hardware configurations, e.g. requiring cables and complex software configurations, e.g. requiring a consultant to install. For example, embodiments may provide one or more cloud computing solutions that enable users, e.g. users on the go, to obtain advertising analytics or universal tag management in accordance with embodiments herein on such internet-enabled or other network-enabled devices, servers, or clients. It further should be appreciated that one or more cloud computing embodiments may include providing or obtaining advertising analytics or performing universal tag management using mobile devices, tablets, and the like, as such devices are becoming standard consumer devices.
Although the invention is described herein with reference to the preferred embodiment, one skilled in the art will readily appreciate that other applications may be substituted for those set forth herein without departing from the spirit and scope of the present invention. Accordingly, the invention should only be limited by the Claims included below.
1. A computer-implemented method for taxonomy configuration, comprising:
- a processor collecting dynamically generated event data;
- said processor applying a client-defined transformation to said collected data and storing said transformation in a user profile; and
- said processor applying client-defined taxonomy rules to said collected data and categorizing users accordingly.
2. A computer-implemented method for taxonomy configuration using a graphical user interface, comprising:
- a processor performing the following in connection with said graphical user interface: creating a new data contract for a data provider; responsive to creating the new data contract, choosing to add a taxonomy; responsive to choosing to add a taxonomy, creating a new taxonomy hierarchy comprising at least a first node, selecting the first node to be associated with an event and for which rules are to be configured; selecting the associated event from event data which were previously configured when the data provider was configured; defining one or more rules for the selected event; and associating the selected event and the defined rules with a particular campaign beacon from existing campaign beacons.
3. The method of claim 2, wherein the new taxonomy hierarchy may be interactively on the graphical user interface or by uploading data reflecting a previously defined taxonomy.
4. The method of claim 2, wherein a new campaign beacon is created, used to be associated with the selected event and the defined rules, and is added to the existing campaign beacons.
5. The method of claim 2, wherein the selected event occurs and reflects a conversion, the first node is satisfied, and the campaign beacon is used to target corresponding consumers or consider corresponding consumers is future optimization analyses.
6. The method of claim 2, wherein new rules are added using Boolean logic.
7. An apparatus for taxonomy configuration using a graphical user interface, comprising:
- a graphical user interface for performing the following: creating a new data contract for a data provider; responsive to creating the new data contract, choosing to add a taxonomy; responsive to choosing to add a taxonomy, creating a new taxonomy hierarchy comprising at least a first node; selecting the first node to be associated with an event and for which rules are to be configured; selecting the associated event from event data which were previously configured when the data provider was configured; defining one or more rules for the selected event; and associating the selected event and the defined rules with a particular campaign beacon from existing campaign beacons.
8. The apparatus of claim 7, wherein the new taxonomy hierarchy may be interactively on the graphical user interface or by uploading data reflecting previously defined taxonomy.
9. The apparatus of claim 7, wherein a new campaign beacon is created, used to be associated with the selected event and the defined rules, and is added to the existing campaign beacons.
10. The apparatus of claim 7, wherein the selected event occurs and reflects a conversion, the first node is satisfied, and the campaign beacon is used to target corresponding consumers or consider corresponding consumers is future optimization analyses.
11. The apparatus of claim 7, wherein new rules are added using Boolean logic.
Filed: Jun 21, 2013
Publication Date: Sep 18, 2014
Applicant: Turn Inc. (Redwood City, CA)
Inventors: Jonathan SHOTTAN (San Francisco, CA), Vishal SHAH (Saratoga, CA), Doug SMITH (Orinda, CA), Ozan TURGUT (Mountain View, CA)
Application Number: 13/924,319