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`•
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`Pl 390633
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`REC'D O 8 MAY 2001
`
`PCT
`
`UNITED STATES DEPARTMENT OF COMMERCE
`United States Patent and Trademark Office
`
`May04,2001
`
`THIS IS TO CERTIFY THAT ANNEXED HERETO IS A TRUE COPY FROM
`THE RECORDS OF THE UNITED STATES PATENT AND TRADEMARK
`OFFICE OF THOSE PAPERS OF THE BELOW IDENTIFIED PATENT
`APPLICATION THAT MET THE REQUIREMENTS TO BE GRANTED A
`FILING DATE UNDER 35 use 111.
`
`APPLICATION NUMBER: 09/507,774
`FILING DATE: February 18, 2000
`PCT APPLICATION NUMBER: PCTIUSOJ/03684
`
`3
`
`By Authority of the
`COMMISSIONER OF PATENTS AND TRADEMARKS
`
`E. BORNETT
`Certifying Officer
`
`PRIORITY
`DOCUMENT
`
`SUBMIITED OR TRANSMIITED IN
`COMPLIANCE WITH RULE 17.l(a) OR (b)
`
` Snap's Exhibit No. 1019
`001
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`

`

`I PATENT APPLICATION TRANSMITTAL LE1TER
`0 0 8 l/ e
`
`(Small Entity
`
`Docket No.
`5114.00
`
`..
`
`,4
`
`(
`
`C).Ld
`
`• s · n LLL::Jr
`
`TO THE ASSISTANT COMMISSIONER FOR PATENTS
`
`Transmitted herewith for filing under 35 U.S.C. 1 f1 and 37 C.F.R. 1.53 is the patent application of:
`
`David Robert NOBLE and L. Evan BAERGEN
`
`2

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`For: EVENT TRIGGERED PUSH DELIVERY AND ELECTRONIC REDEMPTION OF PROMOTION~g: • :
`u ~
`.,., ~
`INFORMATION
`Enclosed are:
`181 Certificate of Mailing with Express Mail Mailing Label No.
`181 14 informal
`sheets of drawings.
`0 A certified copy of a
`181 Declaration
`D Signed.
`~ Power of Attorney
`0
`Information Disclosure Statement
`0 Preliminary Amendment
`Verified Statement(s) to Establish Small Entity Status Under 37 C.F.R. 1.9 and 1.27.
`~ unsigned
`~ Other:
`~jj
`ifi
`f-1
`-=-=
`I:.:
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`T"i>fal Claims
`Yo;._J
`- 3 =
`1opep. Claims
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`~tlple Dependent Claims (check If applicable) D
`
`EI218003855US
`
`application.
`
`181 Unsigned.
`
`e
`
`For
`
`#Filed
`
`#Allowed
`
`#Extra
`
`CLAIMS AS FILED
`
`38
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`3
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`- 20 :.::
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`18
`
`0
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`X
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`X
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`Rate
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`$9.00
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`$39.00
`
`Fee
`
`$162.00
`
`$0.00
`
`$0.00
`
`BASIC FEE
`
`TOTAL FILING FEE
`
`$380.00
`
`$542.00
`
`ali A check in the amount of
`to cover the filing fee is enclosed.
`181 The Commissioner is hereby authorized to charge and credit Deposit Account No.
`as described below. A duplicate 5.opy of this sheet is enclosed.
`'P.547... tW
`as filing fee.
`~ Charge the amount of
`181 Credit any overpayment.
`181 Charge any additional filing fees required under 37 C.F.R. 1.16 and 1.17.
`D Charge the issue fee set in 37 C.F.R. 1.18 at the mailing of the Notice of Allowance,
`pursuantto 37 C.F.A. 1.311(b).
`
`04-1415
`
`Dated: February 18, 2000
`
`cc: SUMedia.com, Inc.
`
`'~~~
`G..:: I;:: 6,A08
`
`Dorsey & Whitney LLP
`Customer No. 20686
`
`P01SMAWREV06
`
` Snap's Exhibit No. 1019
`002
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`

`

`Express Mail No. E1218003855US
`Attorney Docket No. 5114.00
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`EVENT TRIGGERED PUSH DELIVERY AND ELECTRONIC REDEMPTION
`
`OF PROMOTIONAL INFORMATION
`
`Technical Field
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`5
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`The invention relates to computers and computer networks. More particularly, the
`
`invention relates to distribution and redemption of promotional information over a communications
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`network.
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`Background of the Invention
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`Promotional information, i.e., advertisements, discount coupons, gift certificates, etc., have
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`been used by retailers, distributors and/or manufacturers of goods and services as a way to attract,
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`and to induce, customers to visit their store and buy their products and services. In particular,
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`discount coupons have a potential to serve as a useful market planning tool by-providing
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`demographics information, e.g., consumer preferences, peak demand periods, etc.
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`The traditional paper coupons, however, are inefficient in achieving the above marketing
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`objectives due at least in part to low utilization of such by consumers. Paper coupons require
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`consumers to search newspapers, magazines, mailers, etc. to find, select and save relevant paper
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`coupons for later redemption. The search for particular coupons takes a significant amount of time
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`and, once gathered, quantities of paper coupons become bulky and are difficult to organize in a
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`useful manner.
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`Moreover, consumers may be further deterred from using discount ,coupons on a regular
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`basis due to the extra time and/or embarrassment during redemption thereof at a retailer.
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`Redemption may take a significant time when the check-out line is long, which may exacerbate a
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`customer's embarrassment.
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`25
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`Furthermore, the paper coupon industry suffers from an enormous problem of fraudulent
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`redemption practices by unscrupulous individuals who trade and/or redeem a large number of
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`Express Mail No. EI218003855US
`Attorney Docket No. 5114.00
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`coupons in bulk wholly unrelated to any sale of the products for which the coupons were meant to
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`apply. These fraudulent redemption practices not only cost the manufacture's an enormous amount
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`of money in lost profits and wasted marketing expenses, but also result in a corruption of market
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`research data by posting a large number ofredemptions unrelated to any purchasing activities of
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`consumers. Thus, the paper coupon redemption patterns fail to serve as an accurate market
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`indicators.
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`Recently, a small but growing number oflnternet web sites have appeared that offer
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`electronic discount coupons on-line have appeared. For example, Fig. 1 shows an example of an
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`on-line electronic coupon distribution network 100, which includes a wide area network (WAN)
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`103 (e.g., the Internet), through which a consumer PC 105 communicates with the coupon server
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`101. The consumer 105 "visits" (i.e., finds and initiates a communication to) the server 101, which
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`may list a number of available discount coupons stored in storage 102. After downloading a
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`selected discount coupon(s), the consumer 105 may print the coupon from the printer 106
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`connected to the consumer PC 105, and present the paper form coupon to an "off-line" merchant
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`for redemption. The consumer 105 may also visit an on-line merchant 104 ( e.g., a web site) and
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`redeem the coupon during an on-line purchase.
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`Unfortunately, some of the conventional on-line electronic coupon distribution network
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`described above suffers from the same disadvantages of the traditional paper coupon. For
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`example, consumers may be required to print the coupons and then present the printed coupons to
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`a retail store at the time of purchase.
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`Moreover, the conventional on-line redemption described above can be even more
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`inconvenient than the paper coupons because of the limited number of available on-line merchants,
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`and because the consumer is required to access a computer terminal. Conventional electronic
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`coupons are not portable (i.e., cannot be stowed in pockets or wallets, etc.), and thus do not allow
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`redemption during spontaneous, spur of the moment, purchases. This is particularly
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`disadvantageous in modem society, which is becoming increasingly mobile. Current consumer
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`Express Mail No. EI2 l 8003855US
`Attorney Docket No. 5114.00
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`redemption of a conventional on-line electronic coupons is, as can be expected, even less than that
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`of the traditional paper coupons.
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`Furthermore, conventional discount coupons (both in paper and electronic fonn) suffer from
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`a fundamental flaw in that they require consumers to "pull" the coupons (i.e., initiate the search and
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`acquisition process). In other words, consumers are the active initiator, while the distribution
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`system passively provides coupons on request from the consumers. Thus, conventional discount
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`coupons are effective only to the extent consumers succeed in finding the particular coupons, and
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`only when consumers already have the inclination for the purchases. Thus, conventional discount
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`coupons are limited in their effectiveness in promoting new sales.
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`In addition, because the distribution process and the redemption process of the
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`conventional discount coupons are, for the most part, disconnected from each other, a complete
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`tracking of a coupon from the issuance to the redemption cannot be made.
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`Thus, there is a need for more efficient method and device for promotional information
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`delivery and redemption system, which promotes participation by a larger number of consumers.
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`There is also a need for a more efficient and faster method and device for promotional
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`information delivery and redemption system, which makes it easier and more convenient for mobile
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`consumers to participate.
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`There is also a need for promotional information delivery and redemption system that is
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`effective in creating new desires for purchases by actively "pushing" the promotional information to
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`a targeted number of consumers.
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`There is a further need for promotional information delivery and redemption system, which
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`provides a seamless integration of delivery and redemption process to provide a secure redemption
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`that prevents fraud.
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`Express Mail No. EI218003855US
`Attorney Docket No. 5114.00
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`Summary of Invention
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`A system and method are provided for promotional information distribution and/or
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`redemption via a wireless communication network. Upon an occurrence of one or more triggering
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`events, promotional information, such as a discount coupon, is automatica11y sent to the wireless
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`communication device of a subscriber from a distribution server. In a preferred embodiment,
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`promotional information can be sent to the wireless device even without a specific request from the
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`e
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`device user. The distribution server has stored therein a subscriber profile, including buying
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`preferences, personal, family and/or :friends' biographical data, calendar/schedule information, etc.
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`The distribution server preferably selects particular promotional information based, in part, on the
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`l'~
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`type of triggering event and the subscriber profile. The received promotional information may be
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`used ( or redeemed) by the subscriber via an e-mail message, a facsimile or a telephone call ( or by
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`on-screen vc1ification by a merchant) without necessarily printing the promotional information. The
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`wireless communication device can also be equipped with an automatic scanner, such as a bar-code
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`reader, to facilitate a seamlessly integrated completion of promotional information delivery and
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`redemption without the need for a conventional point-of-sale (POS) station.
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`In accordance with the principles of the present invention, a method of distributing
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`promotional information is provided. At least one triggering event is provided and detected. Upon
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`detection of such a triggering event, a push delivery of promotional information is initiated to a
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`mobile unit at least in part via a wireless communications network.
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`In addition, in accordance with the principles of the present invention, a promotional
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`infonnation distribution and redemption system comprises a distribution server, a mobile unit and a
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`communication network, where the distribution server pushes the promotional information to the
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`mobile unit through the communication network.
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`Express Mail No. EI218003855US
`Attorney Docket No. 5114.00
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`Description of Drawings
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`Features and advantages of the present invention will become apparent to those skilled in
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`the art from the following description with reference to the drawings, in which:
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`Figure 1 is a block diagram showing a conventional electronic coupon
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`distribution/redemption network.
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`Figure 2 is a block diagram showing relevant portions of an exemplary embodiment of the
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`promotional information delivery/redemption system in accordance with the principles of the present
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`invention.
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`Figure 3 is a block diagram showing the mobile unit and the server of Figure 2 in more
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`l'ej
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`detail.
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`Figure 4 is an exemplary flow diagram of the user sign-up process in the promotional
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`infonnation delivery/redemption system in accordance with the principles of the present invention.
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`Figure 4a is an exemplary flow diagram of the user profile setup process in the promotional
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`information delivery/redemption system in accordance with the principles of the present invention.
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`Figure 4b is an exemplary flow diagram of the user option selection/change process in the
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`promotional information delivery/redemption system in accordance with the principles of the present
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`invention.
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`Figure 5a is a block diagram showing relevant portions of the mobile unit and the server,
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`and an illustration of an exemplary embodiment of the event triggered promotional information
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`delivery process and system in accordance with the principles of the present invention.
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`Figure Sb is a block diagram showing relevant portions of the mobile unit and the server,
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`and an illustration of an alternative embodiment of the event triggered promotional information
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`delivery process and system in accordance with the principles of the present invention.
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`Figure 6 is an exemplary flow diagram illustrating the mobile unit software component of the
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`promotional information delivery/redemption system in accordance with the principles of the present
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`invention.
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`Express Mail No. EI218003855US
`Attorney Docket No. 5114.00
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`Figure 7a is an exemplary flow diagram illustrating the user interface in the server of the
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`promotional information delivery/redemption system in accordance with the principles of the present
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`invention.
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`Figure 7b is an exemplary flow diagram illustrating the redemption method selection process
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`of the promotional information delivery/redemption system in accordance with the principles of the
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`present invention.
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`Figure 8 is an illustrative exemplary flow diagram of handling of a calendar event trigger in
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`the promotional information delivery/redemption system in accordance with the principles of the
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`present invention.
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`Figure 9 is an illustrative exemplary flow diagram of handling of a location/favorite event
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`trigger in the promotional information delivery/redemption system in accordance with the principles
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`-::·
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`of the present invention.
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`Figure 10 is an illustrative exemplary flow diagraqi of the friend notification feature of the
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`promotional information delivery/redemption system in accordance with the principles of the present
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`invention.
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`Figure 11 is an illustrative exemplary flow diagram of the redemption through bar-code
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`reader process of the promotional information delivery/redemption system in accordance with the
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`principles of the present invention.
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`Detailed Description of Preferred Embodiments
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`In accordance with the principles of the present invention, an apparatus for and a method of
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`promotional information distribution to (and/or redemption from) a wireless communication device,
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`through a communication network are described. Upon an occurrence of one or more triggering
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`event, promotional information ( e.g., a discount coupon, advertisement messages, gift certificates,
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`25
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`etc.) are automatically sent to the wireless communication device of a subscriber from a distribution
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`server. Preferably, the promotional information can be sent even without a specific request from the
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`Express Mail No. El218003855US
`Attorney Docket No. 5114.00
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`subscriber. The distribution server has stored therein a subscriber profile, e.g., buying preferences,
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`personal, family and/or friends biographic data, calendar/schedule information, etc. The distribution
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`server selects particular promotional information based on the type of triggering event and/or the
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`subscriber profile. The received promotional information may be used ( or redeemed) by the
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`5
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`subscriber via an e-mail message, a facsimile or a telephone call ( or by on screen verification by a
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`merchant). Optionally, redemption can be accomplished without requiring the user to print the
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`promotional information. Alternatively, the promotional information could provide a unique code to
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`be entered on a retailer's web site or a retailer's on-premises payment system. The wireless
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`communication device can also be equipped with a bar-code reader or other scanning device to
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`facilitate a seamlessly integrated completion of promotional infonnation delivery and redemption
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`transactional loop. This eliminates the need for a conventional point-of.:sale (POS) station, thus
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`ensuring a secured redemption of the promotional information.
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`In particular, Fig. 2 shows an exemplary embodiment of the promotional infonnation
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`delivery/redemption system 200 in accordance with the principles of the present invention. The
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`promotional information delivery/redemption system 200 preferably comprises a wide area
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`network (WAN) 203, e.g., the Internet, the public switched telephone network (PSTN), and the
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`like, through which a consumer PC 205 communicates with a server 201. The network 203,
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`however, could alternately also be a private network or intranet. The WAN 203, the consumer PC
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`205, printer 206 and the on-line merchant 204 each operate in similar manner as those of the
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`conventional system shown in Fig. 1.
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`In addition, the inventive promotional information delivery/redemption system 200
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`comprises a wireless communication network 210, e.g., a cellular or PCS telephone network. The
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`wireless communication network provides communications between various wireless
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`communications devices, such as cellular phones 212a-212c, a personal digital assistant (PDA)
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`213, and a portable computer 214. The wireless communication devices are collectively referred
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`herein as mobile units (MU), which can be any devices that may be utilized to effectuate
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`Express Mail No. EI218003855US
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`communication through the wireless network 210. In some instances, as used herein, "mobile unit"
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`may include stationary wireless devices, such as appliances using blue tooth wireless technology.
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`The wireless communication network 210 can be any network providing wireless communication
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`channel(s), and may utilize any of the wireless communication standards and protocols, such as a
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`personal communications service (PCS) network, a code division multiple access (CDMA)
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`network , a time division multiple access network (TDMA), the global system for mobile
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`communications (GSM), or the like, each of which are known to those familiar with wireless
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`communications.
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`The base stations (BS) 211a and 211b act as wireless interfaces between the wireless
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`network 210 and the mobile units 212a-212c, 213 and 214. The wireless communication network
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`210 may additionally comprise, one or more home location registers (HLR) (not shown), several
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`visitor location registers (VLR) (also not shown), mobile switching center(s) (MSC) (also not
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`shown), all of which are well known to those familiar with wireless telecommunication networks.
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`Additionally, the inventive promotional infonnation delivery/redemption system 200 includes
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`a wireless/WAN gateway 207, which allows a mobile unit to communicate with the server 201
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`across the wireless network 210 and the WAN 203, by providing a translation between the
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`wireless communications protocol 209 and the WAN protocol 208.
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`In a preferred embodiment of the present invention, the wireless communication protocol
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`209 utilizes the wireless markup language (WML) of the wireless applications protocol (W AP), the
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`W AP protocol 208 utilizes the hypertext transport protocol/Internet protocol (HTTP/IP). The
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`wireless/WAN gateway of the preferred embodiment comprises a WAP/HTTP gateway, e.g., ones
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`commercially available from the Phone.com, Inc. of Redwood City, California . It should, however,
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`be readily apparent to one of ordinary skill that the wireless communication protocol 208 may
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`comprise any other communications protocol, without departing from the true spirit and scope of
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`the present invention.
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`Express Mail No. EI218003855US
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`Shown in Fig. 3, are block diagrams of exemplary embodiments of the mobile unit 310 and
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`the server 301, which may be utilized as the mobile units 212a-212c, 213 and 214 and the server
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`201 shown in Fig. 2, respectively. In accordance with the principles of the present invention, the
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`server 301 may include communication interface 302, through which message can be sent and
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`received to and from the WAN 203. The user interface 303 enables a user/consumer to have
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`access to the server 301 through the WAN 203 and the communication interface 302. Merchants
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`who wish to place promotional information for their goods and services preferably access the server
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`301 through the WAN 203, the communication interface 302 and the merchant interface 304.
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`In a preferred embodiment of the present invention, the server 301 accesses each of the
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`merchants through the communication interface 302 and the WAN 203 to monitor the inventory of
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`goods and/or services to provide a real time inventory control and/or inventory level based
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`promotional events. For example, if the on-line merchant 204 has an excessive surplus in its
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`inventory, the server 301 may generate and send promotional information to selected users in order
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`to promote more sales. In the alternative, the server 301 may initiate an inventory level based
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`promotional event when, e.g., a merchant reports via the merchant interface 304 an excessive
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`surplus in its inventory. Preferably, the server 301 includes an inventory web site accessible by
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`merchants. On-line inventory tracking services are know in the art. By allowing merchants to keep
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`track of their inventory on server 301, however, server 301 can provide additional infonnation to
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`users about haw and where to redeem their coupons or other promotional materials. This is
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`explained in greater depth hereinafter.
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`The server 301 may also include a financial institution interface 305 in order to access and
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`provide access to financial institutions, e.g., credit card companies and banks, to process
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`transactions involving payments by consumers to the merchants. The Administration portion 306
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`includes the operating system (OS) for the server 301. This portion 306 controls the
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`communication sessions and the database operations. The database storage 307, may be a disk
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`array and stores a user profile database, promotional information from the merchants, and the like.
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`Express Mail No. EI218003855US
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`An example is the AUTO RAID available from Hewlett Packard Company of Fort Collins, CO,
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`USA.
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`The mobile unit 310 of the present invention may comprise a radio frequency (RF) front end
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`312 to communicate to and from the base station (BS) of the wireless network 210. The mobile
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`unit may further include a memory 316 to store data, e.g., phone numbers, names, etc., and a CPU
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`314 and the operating system (OS) 315 to collectively control the overall operation of the mobile
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`unit, in a manner we11 known to those familiar with operations of a cellular handset. The memory
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`316 can be RAM, ROM, disk, or other form of electronic storage, though it is preferred that
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`memory 316 not erase its contents when mobile unit 310 is turned off
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`In addition, the mobile unit 310 may include a programmable timer 318, which may be set
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`to expire after a specified time duration, e.g., 10 minutes, etc. The mobile unit software component
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`(MU S\V) 317 is preferably a JAVA® applet downloaded from the server 3 01. Component 317
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`controls the promotional information delivery/redemption portion of the mobile unit 310 as will be
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`described in more detail below. The mobile unit 310 may optionally comprise a bar-code reader
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`311 for reading product information, e.g., the UPC code and the like, from boxes of goods.
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`In a preferred embodiment, each of the user interface 303, the merchant interface 304 and
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`the financial institution interface 305 comprises at least a hypertext markup language (HTML) page
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`and/or a wireless markup language (WML) page, also referred to as web pages, allowing the users,
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`the merchants and the financial institutions to communicate with the server 301 through a web
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`browser. Examples of acceptable browsers include the NAVIGATOR® from the Netscape
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`Communications Corporation of Mountain View, CA, USA, or the INTERNET EXPLORER®
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`from the Microsoft Corporation of Redmond, Washington, USA.
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`For example, a consumer may access the user interface 303 (e.g., a web page) via
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`consumer PC 205 using a web browser and/or via a mobile unit 310 using a micro-browser, which
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`is a version of web browser specifically made for wireless communication devices.
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`Express Mail No. E121800385SUS
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`Figure 4 shows a flow diagram of an exemplary embodiment of the user sign-up procedure
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`in accordance with the principles of the present invention. In step 401, a consumer chooses to sign
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`up as a user by clicking on the selection link from the user interface web page, for example. The
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`server 301 determines whether the identification of the mobile unit of the new user is known in step
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`402. The mobile unit identification can be obtained by having the user enter an identifier such as the
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`mobile-unit phone number, if the new user is communicating via a PC. Alternatively, if the new user
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`is communicating via the mobile unit, the mobile unit identification can be obtained by obtaining a
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`unique identifying number, such as the mobile-unit identification number (MIN) or the like directly
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`from the mobile unit.
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`If the mobile unit identification is known, in step 404, the server 301 preferably contacts the
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`operator of the wireless network, to which the mobile unit subscribes, to obtain the personal
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`biographical info1mation. Information such as the user's name, address, telephone and facsimile
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`numbers and the like can thus be obtained without requiring the new user to manually enter the
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`information. This feature is particularly useful when the user is accessing the server web page via
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`the mobile unit because the manual entry of information may be more difficult due to the limited input
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`capabilities of the mobile unit.
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`If on the other hand, in step 402, it is determined that the mobile unit identification is not
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`readily available, or if the wireless network operator is unavailable or unwilling to provide the
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`information, the new user is prompted to manually enter his/her personal biographical information in
`
`step 403. Once the preliminary biographical information is obtained, the new user is prompted, in
`
`step 405, to set user profile and select option settings, the processes of which is described in detail
`
`below. After the user sets the user profile and the option settings, the server 301 determines, in
`
`step 406, if the mobile unit is currently turned on. If the mobile unit is on, the server sends a mobile
`
`unit software component, e.g., a JAVA® applet, to the mobile unit in step 408. If, on the other
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`e
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`20
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`25
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`hand, the mobile unit is currently turned off, the server 301 places the mobile unit software
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`11
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` Snap's Exhibit No. 1019
`013
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`

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`Express Mail No. El218003855US
`Attorney Docket No. 5114.00
`
`component in a queue, in step 407, for later transmittal to the mobile unit the next time the mobile
`
`unit is turned on.
`
`Once the mobile unit 318 receives the mobile unit software component, the sign-up process
`
`is complete. In step 409, the server 301 may send a message (such as an e-mail and/or call) the
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`5
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`mobile unit 310 to confinn the acceptance of the new user and the availability of the promotional
`
`delivery/redemption service.
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`e
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`Figure 4a shows a flow diagram of an exemplary embodiment of the user profile setup
`
`process. When a user wishes to set up a user profile as a part of the initial sign-up process, or to
`
`make a change in the user profile previously created, he/she selects the user profile S(:t up menu by,
`
`e.g., clicking on the corresponding selection link from the user interface web page, the server 301
`
`provides the user with three areas of the user profile to set-up and/or change, namely the personal
`
`profile 451, favorite profile 452, and the calendar event profile 453.
`
`Within the personal profile menu, the user may set-up/change the personal data, e.g., the
`
`name, e-mail address, telephone numbers, credit card information, bank account information, etc. in
`
`steps 454 to 456 as shown. In steps 457 to 459, the user may specify or change the default
`
`method of payment for future purchases that may be made through the promotional information
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`delivery/redemption system of the present invention.
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`e
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`In steps 460 to 463, within the favorite profile menu 452, the user may set-up/change his
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`preference data such as his favorite types and/or color of clothing, his favorite coffee shop, his
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`20
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`favorite brand of cereal, etc. He may also be permitted to specify the date and times to be notified
`
`for the corresponding coupon categories.
`
`Finally, in steps 464 through 468, within the calendar event profile menu 453, the user may
`
`specify one or more important dates. These dates might include wedding anniversaries, birthdays,
`
`etc. The user may also specify corresponding coupon categories for each date. For example, the
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`25
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`user may specify toys for the birthday of a child.
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` Snap's Exhibit No. 1019
`014
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`

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`Express Mail No. EI218003855US
`Attorney Docket No. 5114.00
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`Figure 4b shows a flow diagram of an exemplary embodiment of the user option
`
`selection/change process, which is initiated when the user chooses the select/change option menu by
`
`clicking on the selection link from the user interface web page in step 470.
`
`In step 471, the server 301 queries the user if the user wishes to de-activate the
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`5
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`promotional information delivery service, which is activated as a default. If the user answers yes,
`
`then the server sets the service disable flag in the option setting of the user in step 472, and saves
`
`the change in the option setting in step 487. If the user answers no, the server 301 queries, in step
`
`473, whether the user wishes to enable (or disable) any of the "event based triggers" -occurrences
`
`of which may initiate the promotional information delivery process.
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`If the user answers yes, the enable/disable setting of the calendar event trigger and
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`location/favorite event trigger, both of which are described in more detail below, may be modified in
`
`steps 474 to 484. If the question of step 473 is answered "no," then the process proceeds to step
`
`475, in which the server prompts the user whether the user wants to activate the "notify a friend"
`
`feature, which is described in more detail below. Similarly, in steps 477 through 482, the default
`
`display setting of the mobile unit and the user home page selection may be modified. The
`
`modification(s) made in steps 475 to 482 are used by the server 301 to update the user profile.
`
`In a preferred embodiment of the present invention, the promotional information is arranged
`
`in terms of the geographical location(s) of the merchants who offer the goods and services to which
`
`the promotional infonnation relates. At step 481, the user is permitted to specify a web page listing
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`promotional information that is limited to a particular geographical area of the offering merchants, as
`
`the home or log in web page from which to start the promotional information delivery service.
`
`Figure Sa shows a block diagram of the relevant portions of the mobile unit 501 and the
`
`server 507. The mobile unit 501 may include a memory 502. Memory 502 stores the mobile unit
`
`software component (MUSW) 504, and a list of triggering events 503. In this example, the
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`MUSW 504 updates the location of the mobile unit S01 and sends the updated location of the
`
`mobile unit to the server 508 via the signal path 505. The MUSW 504 according to this
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` Snap's Exhibit No. 1019
`015
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`

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`Express Mail No. EI218003855US
`Attorney Docket No. 5114.00
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`e
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`embodiment also determines if any of the triggering events have occurred, and, if so, sends a trigger
`
`signal to the server upon an occurrence of a triggering event via the signal path 505. In response to
`
`the trigger signal, the server 507, examines the trigger event

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