Liana Tonoyan

Chief Information Officer

3 minutes read

Our latest feature releases bring valuable upgrades to the Phonexa Suite, giving you more powerful tools for improving efficiency, partner collaboration, and compliance. Along with the Buyer Referral Commission and iClear Cost Report, we’re excited to introduce a new Do Not Call Check within the Form Builder to help ensure TCPA compliance. Let’s explore each of these exciting updates!

LMS & Call Logic

Buyer Referral Commission Setup

Phonexa’s new Buyer Referral Agent Setup enables external partners to refer new buyers to a lead provider’s platform and earn a commission on lead purchases made by those referrals. With this feature, a partner can direct potential customers to the company’s site. If these referred customers sign up and purchase leads from the lead provider, the Referral Agent partner will receive a commission on each transaction.

Here’s an example:

A financing company helps contractors by offering loans for various jobs but doesn’t currently sell leads (new opportunities). Recently, about 80% of the contractors they work with have asked if they could also provide leads. To meet this demand, the financing company wants to partner with a lead provider. Through this partnership, the financing company will send contractors to the lead provider’s website. If these contractors sign up on the client’s portal and buy leads, the financing company will earn a commission for each lead they purchase. To support this, the lead provider has created a new “Referral Agent” role inside of the Phonexa suite to track referrals and earn commissions.

We have released the new Referral Agent role. With this role, the referral partners can earn a commission from Admin earnings for each purchased lead:

• New Role: Referral Agent: A new role specifically for agents who refer contractors to the Client

• New Referral Field on Buyer Profiles: Each buyer profile now includes a “Referral” field to capture referral information
• New Referral Filter and Column in the reports: Added a filter and column to identify and track referral information in reports
• New Setting for Enabling Referrals: Enable Referral toggle located within Project Settings
  • Project Settings > LMS & Call Logic > Buyer Settings > Registration Process: This toggle allows users to enable the above

Learn more: Buyer Referral Commission Setup

iClear

iClear Cost Report

The iClear Cost Report, which can be enabled in your project settings, provides a comprehensive view of the financial and statistical data associated with your leads processed through our iClear services. This report gives you a detailed overview of how using iClear services impacts your lead management, offering a comparison between processes that utilise these services and those that do not. By leveraging these insights, you can strategically optimise your iClear expenses, maximising the impact of your investment for more effective and efficient results. Make data-driven decisions and take control of your iClear service costs with ease.

Key Benefits of the iClear Cost Report:

View the expenses associated with iClear services, gaining transparency into service costs
Identify trends and peak usage periods for iClear services, highlighting cost-saving opportunities
With visibility into iClear service expenses, you can strategically plan your resources and maximise ROI

Learn more: iClear Cost Report

Form Builder

New Third-Party Service: Do Not Call Check on Form Builder

Phonexa’s Form Builder is an easy-to-use tool that lets you create custom forms by simply dragging and dropping elements. It’s a self-service solution, meaning you can build and customise forms on your own without needing technical skills.

With the new Do Not Call (DNC) Check feature, the Form Builder can now automatically verify a consumer’s phone number against the national DNC list before the form is submitted. This helps businesses ensure compliance with TCPA regulations by screening out numbers on the DNC list, reducing the risk of unwanted contact. Currently, this feature is available only in the U.S.

Benefits of the Do Not Call Check:

Compliance Assurance: Maintain adherence to TCPA regulations by screening for DNC-listed numbers, ensuring your outreach aligns with federal requirements
Reduced Legal Exposure: By filtering out DNC-listed contacts, you protect your business from potential penalties associated with DNC violations

Learn more: Form Builder Setup > Third Party / Validation Settings