Tapping into a new affiliate marketing niche is as exhilarating as daunting. On the one hand, you have to build your audience from scratch, which is never easy. On the other hand, by expanding into new markets, you can grow your bottom line exponentially, especially with the right affiliate strategies and software by the side.

Jeannine Crooks, Partner Acquisition and Development Manager at Awin, joined Phonexa CMO Talar Malakian for Phonexa’s Amplify webinar on establishing a strong online presence, engaging audiences, and eventually carving out a place under the sun.

If you’re new to affiliate marketing or expanding into a new niche, the webinar is a must. The ideas presented throughout this informative conversation are effectively a roadmap for overcoming various affiliate marketing challenges you may face in unexplored territories.

Let’s break down a few of the key points.

How to Choose the Right Niche for Affiliates

According to Crooks, when evaluating a market from an affiliate marketing standpoint, first and foremost, one must evaluate the traffic potential for that niche, which can be done by answering the following questions:

• How many searches are being performed for keywords in this niche?
• How many long-tail keywords are there?
• What kind of searches are being performed?
• How actively are people searching for the products you’re going to promote?

Crooks advises affiliates to do their homework ahead of pursuing a particular market, keeping in view what their competitors are doing. This way, they can zero in on a new market: know what competitors are doing and what one can do differently to outperform them.

Talar Malakian summed this approach up so succinctly:

Check out our comprehensive e-book to maximise your ROI: “How to Scale ROI Across Publishers & Partners: An Affiliate Network’s Guide,” 

Developing Affiliate Expertise

Learning and finding opportunities go hand in hand when analysing the landscape of a particular niche. You also are learning quite a bit about the product while you’re pulling out information, understanding it, and then delivering captivating content.

Educating yourself and establishing expertise help you spot the merchants you want to work with and differentiate good products from bad products. This way, you can instil trust so consumers rely on your recommendations and ask for advice every time they need it

Engaging a New Audience

The discussion highlighted key strategies affiliates can use to build and engage a new audience.

Crooks advises that the new niche affiliates should do keyword research to understand what challenges people face and what they are looking for in general. Then you can create content that solves those problems.

Crooks also emphasised that conscious consumers would seek to see your credentials when making the decision whether to trust your offers. In this regard, an About Us page may actually tilt the consumer in your favour:

Monetisation After Engagement

Having engaged a new audience, you can start creating your monetisation strategies. Crooks explained that niche affiliates do not need millions of audiences – all they need is an engaged audience:

Talar Malakian added to that by highlighting how affiliates can use their expertise to promote multiple options:

Crooks added a pretty effective monetisation strategy:

How To Measure Affiliate Success

The final stage in the roadmap to success for an affiliate starting up a new niche is the identification and tracking of crucial KPIs:

Crooks cited time on site as an important metric because it correlates with the value of the content: the more time people spend on the website, the more helpful it is, as they willingly peruse the content and dig deeper into the webpages.

Click here to join the Amplify Community to learn more about our upcoming webinars.

In lead generation, success hinges on striking the right balance between cost efficiency and lead quality. Businesses must ensure that their marketing spend is directed towards acquiring leads with the highest intent and potential for conversion. One powerful way to achieve this is through Dynamic Bidding – a lead generation strategy that adjusts bids in real-time based on the performance of various publishers and lead sources.

This approach enables companies to reduce spending on low-performing lead sources while prioritising those that provide higher-quality leads.

The Influence of Publisher Modifications

Publisher performance—and therefore, the quality of generated leads—can fluctuate due to various factors, including changes in targeting strategies, audience behaviour, and market conditions. As a result, the quality of leads generated can vary significantly from one publisher to another.

While some publishers consistently generate high-intent leads, others often experience dips in quality over time. Ultimately, all lead quality attributes stem from the source or publisher.

Dynamic Bidding allows businesses to adapt to these fluctuations by continuously monitoring publisher performance and making real-time bid adjustments.

By leveraging this approach, companies can:

• Ensure the best-performing sources receive optimal value, concentrating their budget on channels that produce the highest quality leads
• Detect underperforming sources early on
• Boost conversion rates and increase the overall return on investment in marketing efforts

Evaluating Publisher Performance for Smarter Bidding

Not all lead sources are created equal. While some consistently produce high-intent prospects, others generate leads that fail to convert. To maximise the benefits of Dynamic Bidding, businesses must strategically assess publisher performance by analysing key metrics such as conversion rates, engagement metrics, and customer lifetime value. This involves:

• Reviewing data to identify sources that consistently generate leads with high conversion rates
• Monitoring subsequent engagement metrics by observing how leads from specific sources interact with your brand after acquisition, including email open rates and form completions
• Measuring the long-term value of customers acquired from publishers to assess lifecycle value

By tracking these performance metrics, companies can make well-informed decisions about which publishers merit higher investment and which should be deprioritised.

Prioritising Quality Over Quantity in Lead Generation Strategies

Many businesses fall into the trap of prioritising a high volume of low-cost leads over quality leads, which, although more expensive, have a better chance of converting. This results in higher spending on leads that fail to generate revenue, leading to a long-term drain on resources.

Dynamic Bidding ensures that every pound spent is directed towards the most promising prospects with the highest intent, offering benefits such as:

• Increased conversion rates, leading to a stronger sales pipeline
• Optimised allocation of marketing budgets
• Enhanced customer journey and stronger customer engagement

Leveraging Phonexa’s Dynamic Bidding Tool for Maximum Impact

Phonexa’s Dynamic Bidding tool takes this strategy to the next level, equipping businesses with advanced analytics and automation to refine their lead acquisition process. The tool is designed to scale, adjusting bids in real-time based on publisher performance to ensure that marketing and lead generation efforts remain agile and effective.

Key features include:

• Performance-based bid adjustments
• Detailed reporting and insights
• Seamless integration into your lead management strategy within Phonexa’s LMS Sync and Call Logic platforms

Discover the feature below.

Take Control of Your Lead Generation

Dynamic Bidding is more than just an automation tool—it’s a strategic approach that helps businesses refine their lead acquisition efforts for optimal results. By implementing this method and utilising Phonexa’s advanced bidding technology, companies can minimise wasted spend, prioritise high-value prospects, and drive long-term success.

Looking to improve your approach to lead acquisition? Discover how Phonexa’s Dynamic Bidding can help you achieve better results today.

If you’re a Phonexa client, contact your Customer Success Manager to start using Dynamic Bidding. New to Phonexa? Book a personalised demo of Dynamic Bidding and our full suite of solutions here.

In affiliate marketing, success isn’t just guaranteed by the strength of your product or service but also by how good the deals you make with affiliates and publishers are. Long-term success is often the result of enduring partnerships that have once been crafted to establish win-win cooperation between both parties.

Amber Spears is a Co-Founder at East 5th Avenue, an affiliate management education and marketing company. She was recently featured on Phonexa’s Amplify webinar series to discuss the topic, “Growing Your Affiliate Revenue and Building Lasting Partnerships through Programme, Process & People.”

East 5th Avenue has trained over 2,500 companies that generated over $530 million. From refining account management structures to incentivising performance and encouraging open communication, Spears’ insights serve as a guideline for tapping into the potential of affiliate partnerships.

Below are some key takeaways.

Watch the webinar here.

Define the Perfect Affiliate for Your Business

Spears identified three types of affiliates:

• Traditional Affiliates: Drive leads, help attract buyers, and enable brand-to-brand partnerships that power new markets, verticals, and customers. Traditional affiliate marketing channels include e-mail marketing, affiliate networks, SEO blogs, newsletters, e-books, review sites, and media buyers.
• Influencers & Creators: Thought leaders or micro-to-macro-celebrities with an immense following on social media and podcast listenership, as well as niche-engaged audiences.
• Ambassadors: Regular clients, brand advocates, and people who have a big influence on their friends, family, and peers. In business, ambassadors are the heart and soul of referral marketing and a great source of testimonials.

The basic difference between the three types is that traditional affiliates, influencers, and creators have an audience, while ambassadors have influence. Ambassadors are less efficient at marketing than creators, but they are exceptional in imposing authority and expertise on the audience.

Partnership Marketing’s Three Primary Elements

Here’s what Spears thinks of the three most important elements of partnership marketing – the affiliate programme itself, the people, and the process.

Spears encourages managers who have trouble with any of these aspects to reassess the programme as a whole in the first place to reveal the underperforming elements. This can be a single element or all three elements, and it’s so important to hit the nail on the head with it.

Programme

Here’s what Spears suggests for programs that need improvement:

• Create a high-converting sales funnel
• Integrate Industry-leading payouts
• Establish sales tiers for your best affiliates, where the payouts increase as volume increases
• Deliver white-glove, proactive partner services for top affiliates

Being proactive with services given to the top affiliates is the key, explains Spears.

People

What’s ultimately going to make you successful is bringing on salespeople rather than just people.

For Spears, it all comes down to combining the right sales personality with proper training.

Process

Spears underscores the need for deep vertical integration with an example of how to maximise exposure when you are working with an affiliate partner that’s only promoting you once a quarter in their email newsletter.

Spears suggests advertisers ask the following questions:

• Can we get featured on your podcast, or can we sponsor it?
• Can we do some live streams or banner advertising together?
• Can we develop insightful blogs?
• Can we connect on LinkedIn and reinforce each other’s efforts there?
• What could we do together to be the best in the niche?

Next, programme managers should figure out how to diversify the types of affiliate partners they’re working with.

Team building is the first move a program manager needs to make to scale in a new vertical.

Spears suggests managers create some sort of loyalty amongst their affiliates:

How To Build a Program That Incentivises Affiliates

According to Spears, nurturing partnerships and sustaining success long-term can be done in the following steps:

• Define the sphere of influence and list probable partners to target those that serve your target audience
• Set high standards for your affiliate marketing based on competitor programs
• Clearly define program terms, structure, and assets for your ideal partner

Spears looks at the process as a journey:

Filling the Gaps in Your Program

Spears also warns managers who concentrate on new affiliates only:

Cultivating Partnerships

Without a doubt, the secret to long-term affiliate success lies in relationship building, aligning incentives, and continuous recalibration toward the needs of both affiliates and companies.

Click here to become an Amplify Community member today and find all upcoming webinars.

If you think SMS marketing belongs to the 2000s, you couldn’t be more wrong. After all, over half of the UK consumers in the age category of 54 years and above consider SMS from brands useful. That is roughly the same for the age groups of 18-24 years as well. Why not? For one, SMS is always to the point, since 160 characters are only enough for the gist of the message – which is one great thing about it for consumers: no spamming, no nonsense. But we’re marketers, after all. We want not only engagement and clicks and conversions but ideally insights too into the customer interaction with our messages so that we make sure we cover them in omnichannel and don’t repeat the same information twice. Well, the good news is, you actually can do it all if you have proper SMS software for business.

Don’t have one?

Essential Features You’d Like to Have In Your SMS Marketing Software

The above table does not list features exhaustive to SMS marketing software. For example, you might want to have two-way MMS to make storytelling easier or suppression list management to make sure you are not sending SMS to consumers on a Do-Not-Call Registry.

What You May Expect From Your SMS Marketing Campaigns

SMS marketing campaigns offer great engagement, high open and click-through rates, and are very easy to communicate through. Other than the fact that it makes sales – which is, of course a given – you are able to collect feedback and find out more about your consumers and their trends.

Following is why marketers use SMS messages:

Source: Statista

Phonexa Compared With Other SMS Marketing Software Suites

	5 out of 5	4.6 out of 5
	4.9 out of 5	4.7 out of 5
Bulk SMS Messaging⏷	✅	✅
Bulk SMS messaging is the ability to send thousands of SMS messages at a time while keeping the deliverability rate at 100% and the sender’s reputation intact. Bulk messaging allows you to deliver the right message at the right time to the right consumer. Bulk SMS messaging is a common feature among SMS marketing software providers. With Phonexa, the price per SMS transaction is $0.0002.
Score	5 out of 5	5 out of 5
Two-Way SMS Messaging⏷	✅	✅
Two-way SMS messaging is the ability to process incoming SMS, enabling two-way communication with consumers. One-to-one communication maximises engagement rates and conversion potential. Two-way SMS messaging is a common feature among SMS marketing software providers. With Phonexa, the price per two-way SMS is $0.007 plus additional carrier fees, if any.
Score	5 out of 5	5 out of 5
Two-Way MMS Messaging⏷	✅	⛔
Two-way MMS messaging is the ability to process incoming media messages for higher engagement and conversion rates. Two-way MMS messaging is a rare feature among SMS marketing software providers.Phonexa provides two-way MMS messaging at $0.02 per SMS plus additional carrier fees, if any.
Score	5 out of 5	2 out of 5
Multiple ESP Integration⏷	✅	⛔
Multiple ESP integration is the ability to operate several email service providers (EPS) under one roof within a comprehensive marketing strategy while ensuring consistent branding. Multiple ESP integration is a rare feature among SMS marketing software providers.Phonexa allows you to integrate with 2, 5, or 20 ESPs, depending on the subscription plan.
Score	3.5 out of 5	2 out of 5
Summary Report Data Storage⏷	✅	✅
Summary report data storage is the ability to collect and store your campaign data so you can analyse your SMS campaigns in real-time and strategically. The more data you accumulate, the easier it is to reveal marketable patterns that can help you drive more revenues. Summary Report Data Storage is a common feature among SMS marketing software providers.Phonexa saves your SMS campaign data for 180, 365, or 1,100 days, depending on the subscription plan, with detailed reports saved for 90, 180, or 365 days.
Score	4 out of 5	4 out of 5
Segmentation⏷	✅	✅
Segmentation is the ability to automatically reveal consumer patterns and group SMS recipients accordingly so you can send the right types of messages to the right audience. Depending on the software, segmentation can be fully automated or require permission. Segmentation is a common feature among SMS marketing software providers, and Phonexa also supports automated in-depth segmentation.
Score	4.5 out of 5	4.5 out of 5
Automation⏷	✅	✅
SMS campaign automation is how well the software can execute SMS campaigns on its own. The higher the level of automation, the less effort needed for large-scale SMS campaigns, and – all other things being equal – the higher the ROI. SMS campaign automation is a common feature among SMS marketing software providers, and Phonexa also supports automated SMS marketing campaigns.
Score	5 out of 5	4.5 out of 5
A/B Testing⏷	✅	✅
A/B testing of SMS campaigns allows you to understand what strategies and elements are the most profitable or fit a particular audience. By continuously testing your campaigns, you can effectively reflect the changing nature of the market.A/B testing is a fairly common feature among SMS marketing software providers, and Phonexa supports A/B testing in its Premium and Enterprise subscription plans.
Score	5 out of 5	4 out of 5
Opt-out management⏷	✅	✅
Providing the consumer with the ability to opt out of your campaigns is a mandatory compliance requirement for all types of campaigns, including SMS. Proper opt-out management helps you keep your SMS list up to date, sending messages to interested customers. Opt-out management is a common feature among SMS marketing software providers, and Phonexa also ensures straightforward opt-out for your SMS campaigns.
Score	5 out of 5	4.5 out of 5
Suppression Management⏷	✅	⛔
Suppression management is the ability to store a list of phone numbers that should not receive your marketing SMS. SMS list suppression management is just as crucial as opt-out management: you are only allowed to message interested consumers. For example, if the phone number is on the Do-Not-Call (DNC) Registry, you are not allowed to message them.SMS suppression lists are a rare feature among SMS marketing software providers, but Phonexa supports them in all three subscription plans.
Score	5 out of 5	2 out of 5
Compliance⏷	✅	✅
Compliance is how accurately the SMS campaign follows CAN-SPAM, CCPA, CPRA, and TCPA regulations. SMS marketing compliance is absolutely necessary to operate legally in the United States, so all SMS software providers try to update their policies regularly. Phonexa ensures all your SMS, email, and call campaigns comply with CAN-SPAM, CCPA, CPRA, and TCPA, including the 2025 FCC update.
Score	5 out of 5	5 out of 5
Integrations⏷	✅	✅
Integration is how many third-party products the SMS software can integrate with and how complex the setup process is. For comprehensive software suites, though, you may not even need many third-party integrations.Integration is a common feature with all SMS marketing software providers. Phonexa’s E-Delivery SMS and email marketing solution integrates with seven other Phonexa’s software products and all popular CRM and lead management systems.
Score	5 out of 5	5 out of 5
SMS Cost⏷
The less expensive SMS messaging is, the more messages you can send within your budget and – other things being equal – the higher the ROI of your campaigns.Phonexa offers one of the lowest rates in the industry – $0.0002 per SMS, $0.007 per two-way SMS, and $0.02 per two-way MMS. Additional carrier feed may apply to inbound and outbound messages.
Score	5 out of 5	4.5 out of 5
Value for Price
Total Score	76.9 out of 80	65.8 out of 80

How to Choose the Best Marketing Software in 3 Simple Steps

Step 1. Identify Features You Need

There are features you will most probably need – say, two-way SMS messaging – and those you won’t be able to use or might be only used in the distant future. Be aware of your needs about the features and at what scale; that way, you’ll be able to choose one that suits your budget.

Step 2. Market Research on the Solutions Offering These Features

After that, start researching the market for solutions satisfying your needs. While a few dozen rather good SMS marketing solutions exist on the market, you may only consider the biggest ones, such as MailChimp or Phonexa, if you want to stay safe.

Note: While businesses in the EU fall under GDPR regulations for automated marketing messages, those serving US consumers should take note of recent FCC changes to the TCPA. Starting January 27, 2025, prior written consent will be required for automated text messages and calls to US-based recipients.

Step 3. Comparison of Shortlisted Software for Selection of the Best

Once you have a few options to choose from, it is up to personal preference and your budget. But also consider, among other things, the fact that texting is just one marketing dimension so your software needs to integrate with your other marketing solutions.

Bulk Email & SMS Marketing Automation Using E-delivery

Whether you’re an affiliate, advertiser, or an affiliate network looking to increase your reach, Phonexa’s very own SMS and email marketing software, E-Delivery, can ensure that all of your SMS arrive at their destination on time and in a totally TCPA-, CAN-SPAM-, CCPA-, and CPRA-compliant manner.

With E-Delivery, you will get:

• Behavior segmentation
• Email campaigns and template editor
• Automated A/B testing
• Multi-ESP integration
• Suppression list management

At the right consumer and on time, you can be assured to deliver all your SMS irrespective of volume and be able to trace how they react with your message and thus analyse what more you need to do in order to scale your conversions.

Phonexa – The Ultimate Software Suite for Performance Marketing and Eight-In-One SMS

After all, one all-inclusive marketing software suite is much better than dealing with a plethora of different systems and reports. 

What Phonexa offers is precisely that: an eight-in-one performance marketing software suite providing solutions for SMS, email, social media, affiliate, referral, and other marketing campaigns under one roof.

Here is how Phonexa can scale your SMS and performance marketing:

You obtain the following eight proprietary solutions, for a single price (online price calculator):

Get your all-in-one performance marketing software suite today, or book a demo to explore the capability of Phonexa.

Frequently Asked Questions

What exactly is SMS marketing software?

SMS marketing software refers to a set of tools through which your SMS marketing campaigns will be automated and improved, and you will be able to send thousands of SMS in a few seconds without risking your reputation or having any compliance issues. For instance, Phonexa enables the running of heterogeneous SMS campaigns-marketers can go for any niche, scale, or circumstance – while staying TCPA compliant.

What’s the best platform for SMS marketing?

Phonexa probably features the best omnichannel coverage of any other SMS marketing software. You can synchronise SMS, email, social media, affiliate, and other campaigns and track the results from one dashboard. That is a quite convenient solution for lead generators, affiliates, and advertisers.

How much will SMS marketing be?

Most of the time, SMS marketing is allotted in the range of £0.25 to £0.5 per message,  but Phonexa allows sending messages at a fraction of that cost, charging £0.0057 per two-way SMS. In such a case, sending 1,000 SMS using Phonexa is just for £5.7.

Isn’t SMS marketing outdated?

Not at all, although SMS advertising is not one of the fastest-growing marketing avenues, it still grows 1.34% annually on average in the UK and is expected to reach a projected market volume of US$46.62m by 2029.

What is the rate of engagement for SMS?

The engagement rate of an SMS campaign might be as follows: from 5% to 10% click rate and from 0.05% to 0.5% conversion rate. Not that big, one would think, but just keep in mind that it costs so low to send a single SMS that if you are converting 1 out of 1,000 customers, it’s well worth the money spent. And one more thing to bear in mind: with a well-thought-out SMS marketing campaign, the sky is a limit.

For businesses, SMS spoofing is not merely a technical problem but also a serious reputational threat. Read this blog to analyse the key risks and strategies that can help safeguard your brand and build customer trust.

The arms race between cybercriminals and fraud prevention software goes on. While 98% of all cyber attacks utilise social engineering strategies like SMS spoofing and phishing, fraud prevention software also advances.

Speaking of SMS spoofing, the first and most important strategy is to use the right software and keep your eyes open, aware of the threats, their origin, and the best fraud prevention techniques.

Without any further ado, let’s learn more about what SMS spoofing is and how to prevent it.

SMS Spoofing Explained

SMS spoofing is when a malicious actor makes the “Sender” field appear as if it belongs to a legitimate sender – your bank, the company you’re subscribed to, or even your friend. Unfortunately, spoofing can be so easy to perform since the SMS protocol itself lacks strict verification rules for the sender – and it’s been causing trouble for over 20 years.

While technology fraud is nothing new, SMS spoofing is among the least noticeable. Cybercriminals don’t even need access to the recipient’s device. The nature of spoofing is simple: changing the sender details and sending the message is enough.

So again, the best anti-spoofing instrument is your awareness of how it works, common sense when processing incoming messages, and robust SMS software like Phonexa.

Build a plan now to optimise and protect your SMS marketing, or book a demo to see Phonexa in action.

SMS Spoofing Under the Microscope

Unencrypted communication routes are easy to be targeted by hackers and fraudsters who can easily forge SMS messages with so-called spoofing applications. They find a weak point in the telecommunications net, and voila, they can spoof your message.

Here are some of the types of SMS spoofing you will come across:

• SMS sender spoofing – faking the sender’s ID
• SMS message spoofing – manipulating the content of the message
• Caller SMS ID spoofing – spoofing the caller’s ID to send them illegitimate messages

Here are the most common SMS spoofing techniques:

How To Protect Your Business From SMS Spoofing

The basic anti-spoofing measures include 2-factor authentication, automatic warnings about unusual SMS messages, and educating staff on how to identify spoofing and phishing.

Ironclad SMS Campaign Protection with Phonexa’s E-Delivery

With E-Delivery, not only will your messages reach the right audience at the right time, but you will also get access to in-depth campaign analytics, being able to ensure 100% safety for your business and your customers.

We offer a complete suite of performance marketing solutions for lead generation from affiliate, email, SMS, and social media marketing campaigns. Seamless integrations and real-time data flow will facilitate your effort of optimising the path of conversion of each business lead.

Build your plan now, or book a demo to discover how Phonexa can help you fine-tune your email and SMS marketing campaigns.

Frequently Asked Questions

How can I detect an SMS spoof?

SMS spoofing involves a message that appears as if coming from a trustful source. However, spammers sometimes use weird speech, irrelevant links, and requests to get access to personal information or money, so you can detect them this way.

How to prevent spoofing attacks

Avoid clicking on links from suspicious sources and check where the link directs before clicking. At the same time, regularly update your firmware and turn on SMS spam filters.

Does SMS spoofing have any legal consequences?

Penalties for SMS spoofing range from fines to criminal charges, depending on the country and the state. Laws are updated annually in order to provide better protection against cyber fraud.

The importance of your lead routing infrastructure is growing together with the increase of the inbound leads you process, especially phone calls. With an efficient lead routing solution, you can direct all your clients to the best sales or customer service representatives, getting the maximum out of every form filled and phone call made.

In practice, lead distribution can be quite complex, with dozens, if not hundreds, of pathways for different groups of leads based on their demographics, psychographics, and other personal information gathered throughout their journey (spoiler: for comprehensive data collection, you’ll need an effective performance marketing software like Phonexa).

This article will show you how to send your leads on the conversion path using the best lead routing software.

Lead Routing 101

Leads can be generated via various sources: website forms, social media, email campaigns, or even a multi-tier journey that starts at a trade show and ends with a phone call processed and distributed by your lead-routing system.

Let’s see what routing essentially does:

➥   Lead routing connects incoming leads to a matching business representative based on hundreds and thousands of factors, including everything you know about this particular customer and your (or your advertiser’s) sales or customer support operators using a preset infrastructure or an AI-driven dynamic one.

Put another way, it ensures your calls are relevant so you can handle them as effectively as possible. Businesses frequently incorporate their call routing software into an all-inclusive lead management system that monitors and evaluates client data to gain greater control.

Moreover, lead distribution software easily and completely cooperates with ping tree technology, supporting smooth lead distribution when leads are sold and bought. Anyone involved in affiliate marketing, like affiliate networks, advertisers, and affiliates will find it especially valuable.

Lead Routing Value and Benefits for Affiliates, Advertisers, and Customers

How To Set Up a Successful Lead Routing Infrastructure

There are multiple factors of lead routing solutions that will help you control and improve the routing process. But generally, the more real-time information you have about your leads and operators, the more accurate and efficient your lead distribution will be. 

Let’s have a look at the most essential aspects of routing solution:

Let’s check the most important routing factors for inbound phone calls:

Improve Your Routing Process with LMS Sync and Call Logic

Managing leads is completely confusing without appropriate routing, much like a train station without schedules. 

You don’t have to deal with that disorder, though.

Instead, you can optimise your entire organisation with Phonexa’s fully compliant, comprehensive performance marketing software suite, which is built around two key lead management products: LMS Sync for online leads and Call Logic for phone calls.

Phonexa’s LMS Sync not only sends online leads to the best buyers but also tracks and analyses them in real-time and based on historical data, improving distribution and allowing you to maximise conversion, retention, and lead-generating opportunities. To keep things simple, LMS Sync will enable you to understand who your consumers are and what they desire at any given time.

Phonexa’s Call Logic is just as effective as LMS Sync but for phone calls. The same extensive lead processing occurs, from call monitoring to routing to analytics. Impressively, your sales operators can obtain the caller’s information before the call, giving them a significant advantage in the conversation.

Get Your Eight-in-One Performance Marketing Software Suite for Web and Call Leads

Whether you’re an affiliate, advertiser, affiliate network, or any other business, there will be one difficulty you’d rather avoid at all costs: juggling systems and reports while attempting to coordinate your efforts across different marketing channels and avenues. 

Phonexa is here to help. What it does is collect all data in one place so that you can have a perfect vision of your business. The best thing is that you will be the first to know whether you’re doing well or improvements are needed. And it will be available at the very minute the change happens.

Ready to learn how you can master performance marketing with Phonexa?

Here are the eight exclusive solutions available at a single price (online price calculator):

Build your plan now, or book a demo to discover more about Phonexa.

Frequently Asked Questions

What is lead routing?

Also known as lead distribution, it is the process of connecting leads with applicable sales or customer service professionals. Automated routing can be simple, such as assigning leads to the first available sales rep, or complex, such as assigning leads based on geography, value, and score.

What is the importance of lead routing? 

Lead routing connects the right prospects with the right representative, which results in faster response times, more tailored interactions, and consequently more conversions.

What is the function of lead routing software? 

Lead routing tools make the routing process easier by filtering and delivering leads based on predetermined parameters. It improves lead quality and offers reporting and tracking options.

SMS marketing might not be the most rapidly growing marketing avenue, but it still bears tremendous outreach value. With the right SMS marketing campaign, you can hit thousands of subscribers with a targeted message to nurture and convert some of them.

Of course, no business sends emails manually these days – instead, everyone uses bulk SMS marketing to get in touch with all of your subscribers at once while personalizing your message to every separate group by their needs and wants.

But then again, for mass SMS to pay off, you must still ensure that all your texts are delivered, opened, and, ideally, interacted with. Likewise, you should ensure all your messages are GDPR-compliant.

via GIPHY

Read on to understand how bulk SMS marketing works and how to use it for your business.

The Benefits of Bulk SMS Marketing

As you probably know, bulk SMS marketing means nothing more than sending SMS to as many potential clients as you can reach at once. In some niches, it’s quite effective: in the UK, 93% of consumers have either already signed up for SMS marketing or expressed interest in doing so.

Here are the advantages of mass SMS marketing:

How To Do Bulk SMS Marketing

Sending bulk SMS messages can be done automatically if prescheduled.

Here are your step-by-step actions to fire a bulk SMS campaign:

• Choose an SMS service provider
• Build and upload your subscriber list
• Segment your subscribers
• Write short, conversion-focused SMS with a clear CTA
• Schedule your mass SMS marketing campaign for the right time

Take a product tour to see how Phonexa can synergize bulk SMS marketing with your other marketing campaigns, pulling all data into a single dashboard.

Here are some practices to improve bulk SMS campaign conversion rates:

#1. Send SMS Only to Opted-in Users

Companies operating in the EU must comply with GDPR and local telecommunications regulations. EU markets should pay particular attention to changes in regulations and marketing best practices so they can comply at all times and preserve their credibility.

#2. Ensure Easy Opt-Out

Ensuring an SMS subscriber can easily opt out of your campaign is a legal requirement and a way to earn trust and increase customer engagement. A short instruction at the end of an SMS message, like “Text STOP to opt-out,” would do.

#3. Keep SMS Messages Within 160 Symbols

Any SMS exceeding 160 symbols is divided into two segments, leading to delivery risks, higher costs, and suboptimal user experience. So try to keep it short and sweet.

#4. Use Only One CTA

Consumers consider SMS a direct line of communication, so one CTA per message is often the most effective. You don’t want them to think about what they should do next – you want them to know what they clearly need to do.

Example: “Flash Sale! 30% off everything in the next 24 hours. Shop now: [Store link]. Text STOP to opt out.”

#5. Demographic and Engagement–Based Segmentations of Your SMS Campaigns

Most bulk SMS marketing campaigns require segmentation and a resonating message for all those segments, just like one does in email marketing.

Here are some basic segmentation principles:

#6. Apply Short Codes for Increase Engagement

Short codes are memorable 5-digit or 6-digit numbers that help imprint your brand in subscribers’ minds and make it easier for them to respond.

Example: “Hi [Name], Want to save on car insurance? Text QUOTE to 12345 to get a free personalised quote!”

#7. Update and Track Your Bulk SMS Campaigns

Here are the marketing metrics that you can actually measure for bulk SMS campaigns:

What Really Matters About Bulk SMS Marketing?

While mass sms marketing is very convenient, personalization is still a must. In fact, 56% of consumers become repeat buyers after personalised shopping.

Even with ever-toughening data privacy regulations, you still can collect consumer data and leverage it to synergise your SMS, email, social media, and other campaigns.

Synergize SMS and Email Marketing with Phonexa’s E-Delivery

Whether buying or selling web and call leads, Phonexa’s E-Delivery lets you market and remarket them with 100% guaranteed deliverability across campaigns.

Here is what you can do with E-Delivery:

• Engage and re-engage consumers with coordinated email and SMS campaigns
• Ensure 100% SMS and email deliverability
• Improve SMS and email targeting accuracy
• Integrate with other seven performance marketing solutions by Phonexa

Phonexa Software Suite: Covers All Your Marketing Campaigns

While E-Delivery covers SMS marketing through and through, your marketing isn’t to the confines of SMS messages. This is why you need Phonexa’s eight-in-one performance marketing software suite, a blend of top-tier software solutions for SMS, email, social media, affiliate, referral, and other marketing campaigns.

With Phonexa, all your marketing campaigns are coordinated for omnichannel coverage, with all marketing data pulled to a single dashboard. You have everything under one roof: no system switching, streamlined operations, and full compliance with major data protection and marketing regulations, including GDPR.

Here are the eight proprietary solutions you get at one price (online price calculator):

Build your plan today, or book a demo to explore more about Phonexa.

Frequently Asked Questions

What is bulk SMS in marketing?

Bulk SMS is a marketing message sent to hundreds and thousands of consumers simultaneously. However, these messages can also be personalised through the right bulk SMS marketing software.

How do you send bulk SMS for promotional purposes?

Bulk SMS outreach involves uploading the contact list, composing the SMS, selecting settings for the campaign, and testing it across various devices using software. Then you may launch campaigns where thousands of messages reach the target audience at the same time.

Is bulk SMS marketing legal?

Bulk SMS marketing is legal in the UK as long as you comply with the GDPR, PECR, and other pertinent regulations.

Each month, we share the latest updates and enhancements to the Phonexa platform. Here’s a look at some of our most recent releases across products within the Suite.

Ping Post Bid Report

Use Case: The new Ping Post Bid Report allows companies to decide on more accurate bids. This feature offers:

• Winning Bid Insights: Provides insight on which bids have the highest chance of success
• Buyer Refusal Analysis: Shows the percentage of buyers rejecting a post broken out across several bid ranges

How This Benefits Phonexa Users

By leveraging this data, businesses can:

• Optimise the bidding process for Publishers by creating accurate bid ranges and ping-tree adjustments to improve lead acceptance rates
• Improve collaboration with buyers by evaluating the performance of the buyers’ bid success rates, CPL, and revenue contribution

Explore the full potential of this feature in our support article.

Tracking Pool Widget Enhancements

Use Case: Customisation is key to seamless website integration. Phonexa’s Call Widget Button can be embedded into a website to receive, track, and analyse calls. The Tracking Pool Widget update now enables users to fully customise its design and content, aligning its appearance with their own website’s branding and aesthetics.

How This Benefits Phonexa Users

This enhancement ensures a cohesive user experience while maintaining the professional look of your website, allowing the complete tailoring of your Call Widget Button to perfectly fit your brand identity.

New Data Manager Role for Export Request Management

Use Case: We’ve introduced the Data Manager role to streamline the handling of export requests. Previously, only the instance owner could approve these requests, which sometimes led to delays. With the Data Manager role:

• Export requests are routed to designated users for timely approvals
• Businesses can avoid bottlenecks caused by the instance owner’s unavailability

How This Benefits Phonexa Users

This feature provides faster approval processes and enhanced efficiency in data management.

Campaign 3rd Party Verification

Use Case: We’ve added a Third-Party Verification tab at the product and campaign levels, enabling buyers to set up third-party verification services themselves. The update allows:

• Admins to enable TPS verification at the product level
• Buyers can configure any Phonexa integrated service using their credentials under the Campaign Third-Party Verification tab

How This Benefits Phonexa Users

This feature simplifies verification processes by:

• Reducing reliance on middlemen providing full control of the 1:1 consent verification
• Allowing buyers to retain control of their verification credentials
• Making certain that third-party services integrate seamlessly

Learn more about setup and configuration in this support article.

Whether your focus is data management, bid optimization, widget customising, or compliance assurance, these product improvements are designed to help you succeed. Please keep in touch with your Client Success Managers for fresh development updates. We also value your opinions and recommendations; please contact us with any ideas. Let’s keep succeeding together.

The link’s visual attractiveness is essential for the success of your affiliate marketing initiatives. It’s all about capturing users’ attention and leaving a mark. But how do you get a pretty URL? And the answer is here! It’s time to know all the secrets behind it – a good URL shortener. You’ll swiftly receive short, neat, unique and effective shortened links and observe their benefits for your business, regardless of the industry.

Let’s take a look at what is special about these instruments and what value they might add to your marketing activities. For one thing, they can enhance your website’s appearance and user experience, making it more appealing and user-friendly. Shorter URLs are also easier to share as links. Shorter and personalised links are much more pleasant for your client to look at and use.

The power of these tools goes beyond simple link management. Nowadays, when everyone is concerned about first impressions, selecting the ideal URL shortener could be the difference-maker that helps your company and affiliate programs perform better than the others.

In this article, you’ll have a chance to learn more about the specifics of how the top URL shorteners operate. We will also highlight their practical advantages and walk you through their hassle-free integration into your company.

What Is a URL Link Shortener?

Before reviewing the list of the best custom URL shorteners, let’s define a URL first. URL, which stands for uniform resource locator, is an address that allows your web browser to find specific files, images, web pages, and other online resources. It includes the following:

• Protocol –  hypertext (e.g., HTTP or HTTPS) that specifies data structure and transport.
• Domain name – website’s or server’s name (such as “google.com”) serves as its general address.
• Subdomain (like “support”)  – a section of a larger domain used to direct users to different web page areas.
• Top-level domain (TLD) –  the type of organisation or country associated with the website ( such as .com,.org, or.edu.)
• A path (like “/google-ads”)  – the indication of where a certain file or page on the website is located.

The primary components of a URL work together to pinpoint a resource’s precise location on the Internet:

Source: Ahrefs

All URL elements let browsers and users get to the contect they look for easily and efficiently.

But let’s focus on our main topic – URL shorteners. These affiliate marketing tools simplify long and complicated domain addresses into short and meaningful links. They basically build a shortened URL that points to the original, lengthier web address.

These services improve the memorability of websites at the same time. Advanced URL shorteners have several efficient features; the one that’s especially important is affiliate link tracking. Short URLs can be distributed across several marketing campaigns and sent via email, social media, and other digital media platforms.

One of the main benefits of URL-shortening techniques is their ability to track and evaluate link performance. These instruments create insightful analysis by allowing one to see audience participation and behaviour, including:

• Click-through values
• Geographic location of the visitors
• Resources for referrals

Developing and improving marketing plans and website content depend much on the gathered data. Good URL shorteners can open major branding possibilities. For instance, including particular names or keywords in the URL will instantly create sense of trust among users.

These instruments also help to improve website appearances by lowering visual clutter. Shorter, more simplified affiliate links allow users to navigate the website and inspire them to explore it more broadly.

A bespoke URL shortener is a customised link that lets businesses immediately include their brand identification in their web addresses.

Top custom URL shorteners not only cut links but also provide clients with a preview of their possible trip, so building a reliable relationship.

So, let’s summarise the significance of the best URL shorteners for affiliate links and highlight their primary advantages:

Before we start presenting the list of the top URL shortening tools, let’s check the 7 important points that are worth considering to improve your webpage design:

• Choose the URL shortener that allows personalisation.
• Look for a user-friendly interface for shortening URLs.
• Ensure that the branding of your website is reflected in abbreviated URLs
• Prefer a minimalistic URL design.
• Ensure that the URL shortener is responsive across all devices.
• Strategically position shortened URLs on your web page so that users can easily notice and use them.
• Prioritise reliable tools that guarantee privacy and data protection.

Top 6 URL Shorteners Most Popular for Affiliates

Let’s discuss how to simplify your life using the best URL shortener for Chrome, as the extensions can be easily added to the browser. Chrome Web Store is full of useful tools to reduce those monster links to something manageable.

Most people go directly to the major names, such as Bitly or TinyURL, with good reason. These extensions are great lifesavers for anyone conducting digital marketing, content sharing, or simply wanting to keep their links clean and neat.

Do you want to get started? Simply go to the Chrome Web Store and search for “Bitly URL shortener”.

What is the best part? Most of these are free url shorteners, that are simple to use, and may save you a lot of time and headaches. Whether you’re a marketing professional or just want to keep things organised, these URL shorteners are definitely worth checking out.

Bitly

Bitly is one of the most efficient and popular paid URL shorteners. Its slogan – “Make every connection count” – says for itself, as Bitly helps to create shorter links, link-in-bio pages, and QR codes, supporting easy sharing via various channels.

Bitly provides a wide variety of services for both big and small companies. It cooperates with well-known companies such as Marriott Bonvoy, Novasol, and The New York Times.

Bitly helps you create and manage your brand effectively with links and QR codes. To get the most out of any piece of content when engaging your audience, try these features:

• Large-scale URL shortening
• Special linkages with brand elements.
• URL redirection
• Advanced analytics and tracking capabilities.

With an outstanding global client base of over 500,000 paying users, Bitly generates an astounding 256 million links and QR Codes per month, resulting in over 10 billion connections.

TinyURL

TinyURL is the pioneer of the top URL shorteners. Marketers and companies actively use it to shorten links into dependable, compact URLs.

This popular software provides an excellent free URL shortener for complete link management, and the TinyURL premium account allows customers to create, supervise, monitor, and expand their businesses through campaigns of any size.

Easy sharing is one of the crucial features in marketing; with the help of the shortening tool, you’ll get a customised short URL that can be shared via different platforms. And the process is obvious: you can quickly shorten links by copying and pasting them into the tool.

Another outstanding feature of TinyURL is its user-friendly shortener dashboard that allows you to manage and use your affiliate links on different platforms, including social media and email marketing. The results are reliable, safe, and have no expiration date.

Rebrandly

If you are searching for a dependable and all-encompassing solution for link management and branding on a large scale, Rebrandly will be your great pick. Focussing on customised solutions that easily interact with complex procedures in big teams, it is one of the top URL shorteners and especially a fantastic fit for big companies.
Rebrandly’s main advantages as the top URL shortener are:

• Deep linking and branded link management
• Effective retargeting of links
• Strong account management
• Bulk link creation and modification
• Simplified methods for traffic routing
• Using your logo to brand reports
• Management of domain names

Ow.ly

Another great representative is Ow.ly, a well-known and strong URL-shortening application for affiliate marketing originating from Hootsuite. You’ll definitely like its user-friendly interface. Once you add a link to the content box, Hootsuite will immediately prompt you to shorten it with Ow.ly and include tracking settings.

Hootsuite is a widely used comprehensive social media management platform. It helps you manage all your social accounts in one place, schedule messages in advance, follow important conversations, and use one of the best URL shorteners — Ow.ly.

With an effective URL shortener, you will not only get cleaner and easily manageable links, but you’ll also be able to track how many clicks they are getting.

Owl.ly offers the following capabilities:

• Drive traffic efficiently
• Better link aesthetics
• Higher tracking capabilities
• Efficient analysis
• Systematic link performance tracking
• Customised link  creation
• Integrating high-quality Bitly shorteners

With Ow.ly links in Hootsuite, you are sure to make smart decisions for your content and web tactics.

Tiny.cc

The next great tool on our list of the best URL shorteners is a versatile application, Tiny.cc. It’s an online service that supports optimal affiliate links that can be used for different platforms.

The main functions it includes are the following:

• Progressive click tracking
• AdvancedLink management technologies
• Customised URL options

Tiny.cc allows brands and affiliate marketers to update, delete, and manage their URLs easily, optimising the analytical data, such as click statistics and visitor insights.

Tiny.cc is an all-encompassing solution for companies, educational initiatives, and online marketing campaigns. The platform also offers extra utilities for cloaking links, custom domain design, and QR code integration.

BL.INK

Looking for a way to improve client trust and click-through rates? Integrate your brand’s name into shortened links utilising the BL.INK generator. Personalised and clear links can boost engagement throughout your efforts, including email, SMS, social media, and print ads.

Solopreneurs, advertisers, affiliate networks, and brands can greatly benefit from the URL shortener for affiliate links, which includes:

• Efficient management: Control, monitor, and access branded short links from multiple platforms and domains.
• Global impact: Every Coca-Cola product in North America includes a BL.INK QR code. Airbnb, Best Buy, Chevron, and Patagonia also use the company’s QR codes.
• Unmatched support: BL.INK provides exceptional support and functionality, with billions of short links and over 1000 customers.
• Seamless integration: The SaaS platform has evolved into one of the most advanced enterprise link management solutions available.

However, are URL shorteners safe? BL.INK and other tools on this ultimate list of URL shorteners guarantee the integrity of your dynamic links. Obviously, it adds another degree of security and confidence for your company.

Enhance Your Affiliate Marketing Campaigns With Comprehensive Solutions

Let’s be honest, affiliate marketing is not a walk in the park. Companies have to walk a tightrope here, being careful. While following tried-true techniques makes sense, you must ensure your marketing initiatives are truly successful.

Phonexa’s strong array of performance and partner marketing tools allows you to create campaigns that exactly fit your situation. The platform enables you to increase customer happiness, make sharp business decisions, and establish a flawless link between your clicks, calls, leads, and, finally, your bottom line.

Use the Benefits of the Best URL Shorteners

Remember the universal truth for affiliate marketers: never underestimate the power of the most powerful URL shorteners – they will help you reach your target audience and implement profitable online campaigns.

You’ll be able to simplify link exchange, boost user interaction, and expand your affiliate agreements. With the most popular URL shorteners, you may save time and money while outperforming competitors.

Use these popular tools to maximise your affiliate marketing potential and elevate your efforts with Phonexa.

Frequently Asked Questions

What is a URL link shortener?

A URL shortener is an instrument that converts large and complex URLs to shorter, more manageable ones. These applications use algorithms to generate unique, shortened copies of original URLs, making them easier to share and remember.

How does the best URL shortener work?

URL shorteners convert a large URL into a shorter one, rerouting consumers to the original URL. They generate distinct, abbreviated URLs by combining alphanumeric characters.

When a user taps on the shorter link, the URL shortening service recognises the request and seamlessly and almost instantaneously redirects the user to the appropriate destination.

What are the benefits of using the best URL shortener?

You will get the following advantages using online URL shorteners:

• Tracking and analysing options
• Easy sharing
• Brand representation
• Link cloaking and monitoring
• Enhanced website visual appeal

Which URL shortener is the best for affiliate marketing?

According to the frequency of use, we can distinguish several top URL shorteners that are most popular for affiliate campaigns:

• Bitly
• TinyURL
• Rebrandly
• Ow.ly
• Tiny.cc
• BL.INK

Phonexa’s tech team has been working hard, innovating and building custom solutions across our products to optimise and power your performance marketing automation campaigns.

Here are just some of the new significant features and improvements for the month of October across our suite of products.

System Update: Sidebar Background

Did you know that you can change the colours and themes in your Phonexa Instance? Within Project Settings, you have many options to customise your Instance. We’ve now added a feature that allows you to upload a custom image for the sidebar background or for you to choose one of our preset backgrounds.

LMS Sync & Call Logic Updates

Tracking: Test Run

We’ve been adding all kinds of cool new features within the Tracking tab in recent months. Now we have a “Test Run” option on each rule that allows you to send a test lead to ensure everything is configured properly.

Tracking: Call Logic Buyer Response

This is a new feature for Tracking in Call Logic. When the publisher posts data with a call, this trigger will send the data to the buyer at the moment they answer the call.

Lead Returns

Lead price adjustments were previously reflected in reporting, but lead returns were not. We’ve updated the lead return functionality to change the lead price. If you have any questions on how to start using this, please reach out to your account manager.

Lynx Update: Performance Report Improvement

We’ve added a new tab to the Performance Summary for “by Revenue Type” in Lynx. When you click on this tab, it will add a new column for Revenue Type to give you another layer of reporting.

Opt-Intel: New Download Frequency Report

In order to help you with mailer compliance, we created a new report for Download Frequency in Opt-Intel. This report will show you details for campaigns and mailers and how many days it’s been since they downloaded a new list.

Consumers are more reliant on their devices than ever. It’s clear that mobile marketing and tailoring successful mobile campaigns are integral to the success of brands. So, how should brands approach this and make their digital efforts more mobile-friendly?

The smartphone penetration has been growing at an amazing rate, surpassing the 78% mark in 2020. Most significantly, the average conversion rate for smartphone ads has reached 64%, compared to the average desktop conversion rate for e-commerce businesses alone.

Mobile campaigns are an integral part of any marketing strategy, whether it’s for creating a short- or long-term. But before you can grasp the significance of mobile marketing, you must first understand what mobile marketing is.

This article will help you learn how mobile marketing can facilitate audience-business interaction and why it is an essential component of any digital marketing strategy.

What Does Mobile Marketing Mean?

First, let us begin by defining mobile marketing. This concept encompasses communication using a mobile device and the entire marketing process. Stated differently, mobile marketing is all about making programs and messaging that are specifically designed for consumers who use mobile devices.

The process includes phone calls, cell phones with websites, internet searches, advertisements, and purchases.

In addition, it comprises analytics of prior transactions to ascertain which campaigns, landing pages, and internet queries generated traffic and sales. So, whether you’re doing B2C or B2B mobile marketing, the fact is that mobile is king.

Let’s examine mobile marketing statistics in more detail to see how powerful mobile advertising is and how crucial it is to capture data through cell phone advertisements.

The Numbers Behind Mobile Marketing

These are a few of the most recent mobile marketing stats and figures that show the present status of this multi-channel strategy.

• Roughly 50% of the world’s web traffic is attributed to mobile devices (Statista)
• Nearly $138.1 billion was spent on ads by mobile marketers (Statista)
• If a brand’s website isn’t mobile-friendly, 57% of users will not trust a brand (ImpactPlus)
• Roughly one-third of industry professionals check their email on mobile devices (HubSpot)
• In 2023, mobile payment transactions were $2,051(The Fintech Times)
• 61.1% of all mobile search traffic comes from Chrome, while 92% of Facebook’s ad income comes from mobile devices (Webinar Care)

Considering these numbers, it’s reasonable to assume that mobile marketing is right now and that your efforts may be falling short if you don’t include it in your plan. So, if you still need to get a mobile marketing plan, make one now prior to attempting to keep up with your competitors.

How Does Mobile Marketing Operate?

Due to the widespread use of mobile devices, mobile marketing has become an essential tool for businesses of all sizes. The key players in this market are service providers that enable mobile advertising, companies, and the brands they represent through advertising.

Digital mobile marketing can only be successful if it helps firms engage, acquire, and retain users across various platforms by providing a cohesive experience.

Usually, mobile marketing includes

• Sales promotions and advertisements sent via MMS or SMS
• Apps that utilise push notifications
• In-game or in-app marketing
• Mobile sites
• QR code scanning with a mobile device

Using mobile devices to engage with more clients in real-time at any stage of the customer lifecycle can increase brand recognition and demand for your services or products.

On top of that, it allows businesses to notify users via proximity systems and location-based services in accordance with their geographic location or proximity to a service provider. Nevertheless, mobile advertising is more focused on behaviours than on demographics when targeting audiences.

The device, and more specifically, the screen size, also is an important factor in targeted mobile advertising. That is why advertisements targeted at mobile phones have different effects on those using iPads and smartphones.

For example, informative content is usually the most relevant for smartphone users. Conversely, interactive mobile ads, including rich media presentations with eye-catching visuals, capture more iPad users (the content’s message itself takes a back seat).

Exactly What Is Mobile Advertising?

The definitions of mobile advertising and mobile marketing generally line up; however, the terms and concepts are inherently distinct.

Compared to mobile advertising, mobile marketing is a more inclusive term. In order to tailor their ads based on user preferences, habits, or location, mobile marketing companies not only gather personal information but also use technology like location services. That means that some mobile advertisements might only be displayed when a mobile user is close to a certain store or service provider.

Mobile advertising refers to any form of advertising that appears on portable devices. Companies promoting their products and services on mobile devices might take the form of banner advertising that appears on mobile websites or through SMS text ads.

Additionally, downloaded apps like mobile games may include advertisements for phones. These ads are tailored just for users based on their interests, tastes, browsing history, and other information.

Mobile Advertising: How Does It Operate?

To stay up with shifting customer behaviours, brands implement mobile advertising strategies to adapt their ad campaigns. The reason for this is that the probability of both new and existing consumers viewing an advertisement on mobile marketing channels is higher than that of traditional ones.

Since the screens of smartphones and other portable devices are often smaller than those of laptops and desktop computers, this type of digital advertising is typically optimised for small displays. Nonetheless, brands often integrate mobile marketing with more traditional approaches and use more than one mobile marketing strategy or tactic.

Based on consumer preferences and browsing history, every business customises its mobile advertising campaign. For instance, mobile advertising that users see on websites and mobile applications like Facebook and Twitter is based on a user’s web browsing history, location, and other data, such as online shopping.

Now, a lot of apps have a trial or free app version that you can download for free. These apps can function because of in-app advertisement — a placement of ads within the app. Website advertisements are also optimised for mobile devices, appearing smaller than on the regular version of the same site.

Mobile Marketing Elements in Digital Marketing

There’s no doubt that mobile marketing is an effective way to learn about how consumers behave and deliver excellent experiences. Because of this, its extension goes well beyond texting and mobile applications.

To create a unified marketing experience, it is imperative to implement a mobile-friendly, responsive design.

Mobile Search

Many consumers initiate a search on their mobile device but conclude it on a different device, which is one of the most substantial obstacles to mobile search. Keeping track of customers as they shop will clarify what led to a purchase and how to improve marketing efforts.

In addition, the scarcity of consumer attention is another significant challenge. Displaying correct information swiftly is crucial for gaining clicks from mobile search users, as they cannot navigate past the first page of search results.

However, users are now able to perform a greater number of actions and locate pertinent results more rapidly as a result of Google’s implementation of five substantial changes to the mobile search experience.

What does this imply for mobile marketers? In short, by transforming mobile search results pages into a never-ending of discoveries, Google is completely redefining how users search for and interact with information.

Source: Google

Many brands and businesses will experience substantial growth as a result of the new features and opportunities that Google now offers. However, others may experience a considerable decline in their visibility index.

Check out these ranking updates and additional useful information about significant changes to Google’s search algorithms if you want to improve and assess your mobile content marketing.

Email Marketing

Around 43% of email opens happen on mobile devices. In your mobile marketing campaigns, one of the most effective forms of communication is to send consumers educational sales and interactive sales messages via SMS and email. 

It is worth noting that SMS open rates are higher than email, with an average rate of 98%. This means that when a customer gets a text message from you, you have a better chance of selling your product or service.

In conjunction, SMS and email can assist in attaining the highest possible levels of success in each mobile marketing campaign. To get better results and increase earnings and engagement, you need to appropriate the correct mobile marketing solution.

Email and SMS marketing solution E-Delivery from Phonexa can automate the whole process, give brands advanced ESP and SMS control, tackle deliverability issues, track performance, and much more.

Customising your email and SMS messages to prospective customers will encourage them to learn more about your product or service, and they will most likely start on their mobile devices.

Build your plan now, or take a product tour to learn more about Phonexa’s bulk email & SMS marketing solution.

Social Media

A large number of smartphone owners use their devices to browse social media. Facebook accounts for over 2.88 billion monthly active users globally,  with YouTube, WhatsApp, and Instagram following closely after, as per Statista. It makes sense to use social media as one of your main mobile marketing strategies since there are so many users in one place.

A personal rapport with consumers can be easily established through messages and comments in mobile social media marketing. Customer recommendations and referrals may boost the spread of the word about a brand and increase the number of sales.

Social media advertising is growing in popularity as a means for businesses to connect with their target audience, even if some companies still prioritise emphasis on organic social media postings. As an example, consider some mobile ads that are used as part of SMM:

Example #1. Facebook ads or sponsored posts

Source: Meta

These examples of mobile advertising (left to right) show both an image ad and a collection ad that are designed to draw people in with appealing visuals. A static image ad’s ultimate purpose is to drive viewers to a website or mobile app. Several items from the catalogue are displayed in collection advertisements, which facilitates users’ browsing and purchasing of specific products.

Example #2. Promoted tweets

Source: Twitter

You can see an example of a native ad, in this case, in the form of a standard tweet. Despite Twitter’s abundance of mobile advertising possibilities, this standard ad type enables companies to increase interaction and expand their audience.

Example #3. Shoppable or promoted pins on Pinterest

Source: Pinterest

Pinterest is not unfamiliar with the integration of a variety of mobile and social marketing strategies and tactics. With an increasing number of users utilising Pinterest to conduct online purchasing and seek inspiration and products, the platform has implemented additional shopping experiences that are intended to deliver pertinent content and offer retailers additional opportunities to promote their Pins and display advertisements.

Example #4. Promoted posts and LinkedIn ads 

In addition to various ad alternatives and mobile marketing tools, LinkedIn offers to enhance the opportunity to boost page posts, making them more visible. By following five straightforward steps, brands and individual users can get more people to see their posts and promote time-sensitive posts.

Using this mobile social media marketing strategy, companies can provide their target audiences with new experiences and content, direct them to search for specific items or offer shopping places, and define the budgets, goals, and durations.

SMS and MMS Marketing

Although these channels and messaging techniques enable the direct sending of material to consumers, it is crucial to use them wisely. It means studying the most efficient mobile marketing techniques for getting your messages to customers quickly and reviewing the basics of an effective campaign, whether you’re sending out videos, promotions, product alerts, or reminders.

Development of Mobile Apps

Through the implementation of an appropriate strategy and roadmap, mobile applications can facilitate a profound level of consumer engagement.

Examine the various types of applications, including commerce, productivity, retained engagement, and mixed-use, and ascertain which type of mobile marketing offers the potential to accomplish your acquisition goals, conversion objectives, or engagement level.

Why You Need a Strategy for Mobile Marketing

Mobile marketing advertising gives marketing professionals and businesses the opportunity to interact with customers no matter where they are.  It is now possible for brands to create or deliver augmented reality experiences as a result of the emergence of mobile technologies like 5G.

Mobile web marketing provides an extremely immersive method of interacting with consumers. Let’s take a closer look at the next mobile marketing example.

During the pandemic, ASOS, a clothing retailer, successfully avoided in-person fashion shows by employing augmented reality to digitally fit hundreds of designs to models.

This feature enables the digital mapping of products onto models in a realistic manner, taking into account the size, cut, and fit of each garment; mobile marketing technology guarantees that product presentations are as practical and engaging as possible while simultaneously fostering social distance.

Consumers use mobile devices in almost every situation. It’s clear that digital mobile marketing is an important component of cross-channel campaigns, such as TV ads, print ads, and other offline campaigns. Ultimately, cell phone advertisement ideas businesses are afforded the opportunity to engage in precise location marketing, which allows for even more personalised marketing.

Companies may also reach a broader audience by adding mobile advertising to their marketing mix and following the latest trends in mobile marketing.

Mobile Marketing Strategy Types

Businesses that specialise in mobile marketing provide a wide selection of ad formats and mobile marketing types that show up on a number of platforms, from social media to websites and apps that are optimised for mobile devices. Let’s examine these mobile marketing types in more detail.

Application-Based Marketing

Mobile devices are used in applications for this kind of mobile advertising. Ads hosted on apps can vary in advertisements, from banners to videos and more complex demos of other apps. Consumers love using mobile apps. Statista estimates users in the UK spend more than five times as much time on mobile applications as they did on mobile web browsers, and this number keeps going up every year.

Source: Statista

Display advertisements in mobile applications are image ads (e.g., banners), video newsfeed ads on social apps, story ads (which may include text, video, images, and interactive features), and multimedia ads that interrupt the majority of mobile games.

Marketing on Social Media

Paid and organic ads on mobile social feeds both have the potential to be effective traffic drivers. The largest user bases or the most specialised use cases are usually found on Facebook, Instagram, and Twitter.

Here are several mobile marketing best practices are employed to leverage social media:

• Connect with your audience on different platforms
• Never undervalue the social nature of social media
• Consider how to make your mobile marketing campaign more interactive
• Begin a dialogue with your audience by demonstrating that you respect their perspectives
• Formulate advertisements and content with the mobile user in mind
• Develop visually stunning astonishing for your campaign. Consider employing an AI image generator, or you can hire a professional designer to generate unique designs.
• Learn about the interests of your customers
• Please bear in mind that the foundation of a successful mobile marketing campaign is personalisation

Location-Based Marketing

Mobile marketing services leverage the fact that a large number of mobile users always have phones with them wherever they go.

This means that mobile marketers can design advertisements that show up on devices according to the user’s location in relation to a certain area.

For example, some advertisers may specify their mobile digital marketing campaigns to appear on mobile devices only when customers are within a mile of their business. Location-based strategies, like geofencing, use the device’s GPS to find out where customers are at any given time and then show them ads or content that is related to where they are.

Burger King’s app distributed coupons for a one-cent Whopper to users within a few hundred feet of a McDonald’s location, which is perhaps one of the most infamous examples of mobile marketing.

Typical Issues Advertising and Mobile Marketing Can Solve

Mobile marketing and advertising is a remarkable digital strategy because it targets people in real time and at their present location. Also, more and more purchases are being made via mobile, making it an essential part of any marketing strategy.

It also should be noted that mobile phone marketing can address a multitude of problems faced by brands. With the correct mobile content marketing strategy and techniques, the following typical issues may be resolved:

The Importance of Mobile Media Marketing: 3 Main Reasons

Consumers use their phones all day, every day; they talk on the phone, send and receive voice and text messages, browse the internet, and find deals on products they want.

As mobile phone screens grow more prominent, people increasingly prefer them to tablets, which in turn augments their effectiveness as a sales driver. This is the reason why the majority of businesses in all industries now require a “mobile-first” mentality.

Businesses often attempt to meet consumers where they spend the most time: on their phones and online. You should think about using the following implementing the following mobile marketing tips if you want to make the full potential of phone marketing:

• To become more approachable to customers, add a call extension to search ads on Google.
• Make your site faster to ensure that mobile visitors remain on your webpage.
• You should concentrate on local mobile advertising by targeting a specific geographical area for your Google ads or the promoted social media content.
• Via text message, announce promotions.
• As part of your mobile advertising strategy, use voice and video messages.
• Get voice search optimised.
• Put the user experience at the forefront of your website.
• Create a mobile app that is simple to use.

With these ideas in mind, the marketing industry continues to prioritise mobile marketing for three reasons.

1. Capitalize and Drive on Inbound Calls

Mobile marketing is the process of delivering sales communications to prospective clients through various channels, including SMS, email, social media, and other channels. When it comes to digital mobile marketing, you should also make sure you simplify your efforts to suit a mobile marketing plan and are following your clients’ needs.

To effectively communicate with customers via mobile devices, it is advisable to implement the subsequent marketing tools:

Solution for Call Tracking

As a service, call tracing can be highly advantageous for businesses. Businesses that implement the right mobile marketing software and call tracking tools can track and attribute their efforts, whether they implement demand generation or lead generation campaigns.

The main goal of phone tracking software is to identify the marketing campaigns that lead to client engagement in your business.

If you’re doing multiple digital marketing mobile campaigns, call tracking might help you figure out which channels are working the best. Basically, you will be aware of the tale behind every call in the future and how to boost both calls and conversions.

Utilising a solution such as Phonexa’s Call Logic makes all this possible. It has the ability to truly track and attribute all ROI, enhance performance and productivity, optimise call flows, and provide access to more call insights and leads.

Call Logic from Phonexa can help brands identify and close gaps in their outbound and incoming sales processes, as well as boost the quality of incoming leads.

Book a demo now to learn more about Phonexa’s single operating solution for partner and performance marketing.

Cloud Phone System

It is increasingly important to establish a customer-focused communication process to ensure that your target audience does not exit your sales funnel once they begin their conversion journey.

Using a cloud-based phone system can help you run your marketing campaigns more efficiently, no matter what you use to target your customers.

That means you need access to a cloud-based phone system that can support your call centre from any location on Earth. Additionally, that you no longer have to worry about mixed information regarding the call or outdated data, a cloud phone system may automate a large portion of the data-gathering process.

Phonexa’s Cloud PBX may support that process to guarantee call centre clarity and the effectiveness of your mobile strategies. Cloud PBX is an indispensable tool that can enhance your strategy by providing you access to tools like barging options, call and agent scoring and call recording.

With Phonexa’s Cloud PBX, you can get reliable third- and first-party data that will help your agents support your customers during both inbound and outbound calls.

2. Leverage Mobile Marketing & eCommerce Solutions

Every day, consumers shop on e-commerce sites like Etsy, Amazon, and eBay using their mobile phones. In order to increase sales and ROI, companies as large as Walmart and as small as mom-and-pop shops have long understood the importance of mobile marketing in their daily advertising efforts and have created user-focused portals and websites.

Businesses that adjust to the increasing demand for integrated mobile campaigns can guide consumers from product introduction to sales, resulting in a substantial increase in revenue and ROI.

3. Expand Your Audience Through Mobile Phone Advertising

Consider the fact that smartphones and tablets have become ubiquitous communication tools across the majority of demographics. Faster and more powerful mobile devices that users can take with them wherever they go are being developed by tech firms in response to the increasing demand from consumers.

Additionally, these developments underscore the fact that marketers have the opportunity to direct their marketing messages to consumers where they are: online and on their mobile devices, thereby expanding their audience.

Consequently, your visibility is multiplied tenfold when you send a sales offer to a targeted audience via email or text.

It is evident that mobile marketing and advertising are driving the constant evolution of digital marketing.

Moreover, the substantial transition to mobile marketing is a trend that originated a few years ago and is unquestionably on the rise, with no indication of ever slowing down. Therefore, in order to connect with digital consumers quickly, businesses must implement a comprehensive mobile marketing strategy that is consistent regardless of their location.

How To Make Money With Mobile Marketing and Cell Phones

1. Design a website that operates well on mobile devices. It is imperative to ensure that your website is mobile-friendly prior to initiating a mobile marketing campaign. Menus and content must be displayed in a manner that is suitable for users, which is exclusively achievable through the use of a mobile-friendly theme.
2. Distribute content that is mobile-friendly. Develop content that matches the needs of mobile consumers while they are on the move. Bear in mind that the majority of mobile devices display content on a small screen. What they are primarily interested in is the reason why they came in the first place. Good headline writing is one method to deliver.
3. Start email marketing campaigns. It is essential to adhere to a subject line that is both informative and clearly stated. Additionally, contemplate employing an email design that is visually appealing, integrates a compelling call-to-action (CTA), and is consistent with your product. This CTA should direct visitors to your website.
4. Make your CRM work with your mobile campaigns. Companies must transcend their focus on transactions and cultivate enduring customer relationships. Advancement and expansion of businesses and customer interactions are crucial, given the prevalence of mobile.
5. Integrate CRM with your mobile marketing campaigns. It can help you power sales promotion analysis and automate the monitoring of customer data. Then, marketing and sales experts will be able to obtain the actual business value of every mobile marketing opportunity by leveraging other mobile marketing channels and CRM with ads for phones, thereby saving time and facilitating efficient coordination

The Prospects for Mobile Marketing

The most important change in marketing in the last ten years has been mobile. Device use has skyrocketed, from the always-connected personal smartphone to the tablet that focuses on shopping and media.

The digital advertising landscape is subject to a rapid transformation as a result of the development of new and innovative ways for collecting data from mobile devices that users consistently carry in their pockets.

Every day, new ways to boost ROI and engage highly targeted, high-intent audiences pop up. Business owners and marketers have an obligation to anticipate consumer needs, use mobile marketing services to learn more about them, and ultimately increase conversions and establish larger, more successful companies.

Build your plan now, or book a demo to learn more about Phonexa’s eight-in-one performance marketing solution for calls, leads, clicks, email, SMS, accounting, and more.

Frequently Asked Questions

What exactly is mobile marketing?

These days, no digital marketing strategy is complete without mobile phone ads. The advertising activity of mobile marketing involves the promotion of products and services through mobile devices, including smartphones and tablets.

Why is mobile marketing crucial?

Businesses employ mobile marketing and advertising to target mobile users in specific locations and customise their digital efforts and messaging accordingly. To summarise, the significance of mobile advertising is undeniable.

When executed correctly, it offers customers or potential clients personalised, time- and location-sensitive information via smartphones, allowing them to get what they require at the precise moment needed, regardless of their location.

Exactly what is mobile marketing automation?

In the context of mobile marketing automation, the software is employed to automate and manage tasks and procedures that are associated with the marketing of mobile devices.

What is a mobile marketing campaign?

A mobile marketing campaign is a mobile digital marketing that enables organisations and businesses to communicate with their target audience through a broad range of channels, such as SMS, advertisements, and applications.

Did you know that following up with leads within five minutes can multiply your conversion up to nine times? Meanwhile, effective lead distribution software dramatically increases your chances of success. According to a general rule of thumb in marketing, the quicker you match new leads to the right representative, the quicker you’ll see results and increased revenue.

Your lead acquisition process gets a serious upgrade with the right automated lead distribution software. Every customer gets a personalised conversion journey, and you’ll collect valuable data to make your future marketing efforts even more effective.

Want better conversions? Higher spend per customer? More loyal clients? Lead distribution software delivers all that and more, transforming casual prospects into frequent buyers. A marketer’s dream, indeed!

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Making those visions come true is easier than you expected. All you need to do is to find a lead distribution software that suits your needs and use it properly. We’ll begin by discussing the fundamentals of lead distribution and work through practical models to get you on the path to success.

The Importance of Lead Distribution for Your Company

Have you ever tried managing hundreds of calls and contacts manually? It’s exhausting and wildly inefficient. Even handling a few dozen calls can leave you struggling to track which lead belongs to which sales representative and which conversion strategy to apply.

But with the right lead distribution software by your side, you’ll stay in control:

Your business’s revenue is influenced by the lead distribution parameters you set and the priority assigned to each aspect. In most cases, both buyers and sellers rely on a mixed lead distribution system, where more critical routing criteria take precedence over less important ones.

The Example of the Lead Distribution Logic

Step 1. The Lead Comes to the Lead Distribution Platform

Before a lead enters the advertiser’s platform, plenty of marketing work has already been done, from SEO and socials to paid ads. Once the lead is submitted to an affiliate network or sold on, the software takes over and manages the distribution process.

Step 2.  Lead Distribution Software Verifies Agent Availability

In most cases, you’ll need an agent to process a lead (unless you’re reaching out through automated email or SMS campaigns). First, the system checks to see if any agents are free — for now, let’s assume all agents are capable of handling qualified calls — and:

• If there is at least one available agent, the distribution process continues.
• If there is no agent in sight, the lead is put in a queue.

Step 3.  Lead Distribution Software Assesses Lead Urgency

Next, the system assesses the urgency of the lead.

• If the lead is urgent, they’re instantly connected to the best available sales representative.
• If not urgent, the distribution continues as planned before.

Step 4. Lead Distribution Software Validates the Desired Language

The next stage of your lead distribution strategy involves evaluating the lead’s preferred language:

• If the target language is available — for instance, when a French-speaking agent is free, the lead is immediately connected to that agent.
• If the target language is unavailable — meaning no French-speaking agents are available, the system places that lead in a queue.

Step 5. Lead Distribution Software Ranks the Performance of Available Agents

If more than one representative is a match, the system connects the lead to the best-performing agent to boost the advertiser’s chances of conversion.

Here’s how this 5-step model looks:

However, there’s no one-size-fits-all lead distribution system. The one shown above boosts immediate revenue, but it does so by giving lower-performing agents fewer leads, which may impact their experience. In the long run, you may spend more time learning new low-performing agents than expected. This slow learning pace can hurt your revenue if lead volume grows or your top agents leave.

Factors to Configure Your Lead Distribution Flow as an Affiliate

The correct distribution logic is even more critical for advertisers, as they need to close sales to generate profit.  Affiliates, however, are usually paid for the calls or contacts they sell, regardless of whether those contacts turn into sales for the advertiser.

Similarly, advertisers control which agent handles each call, leading to a nearly unlimited range of routing logic possibilities.

3 Critical Elements to Consider While Setting Up Your Lead Distribution Flow as a Merchant

Phonexa vs. Other Lead Distribution Providers

	5 out of 5	4.6 out of 5
	4.9 out of 5	4.2 out of 5
Lead Qualification⏷	✅	✅
It demonstrates how thoroughly the lead information is collected and how advertisers and affiliates can control their lead flow. Advanced lead distribution software takes things a step further by qualifying leads based on various factors — from location, age, gender, to income and family status — to ensure that each lead is matched to the most suitable business. In the long run, this practice benefits every party, including clients.		5 out of 7 competing software providers offer it with an average quality score of 4 across them.
Score	5 out of 5	4 out of 5
Advanced Filtering⏷	✅	✅
These filters improve distribution accuracy, reducing wasted resources both for advertisers and affiliates. Advanced filtering also includes the merchants’ ability to block unwanted traffic. For instance, they can block certain phone numbers. Meanwhile, affiliates can prevent certain advertisers from accessing their offers. Advanced filters can improve lead distribution accuracy, and reduce wasted resources for advertisers and affiliates.		This feature is available from 6 out of 7 competing providers, with an average quality score of 3.4.
Score	5 out of 5	4 out of 5
Performance Reporting⏷	✅	✅
This feature shows how detailed and accessible lead distribution reports are in your case. Both real-time and strategic reports enable advertisers and affiliates to tweak their campaigns both in the moment and at a broader level, enabling them to buy or sell more leads at lower prices and route them accurately.		7 out of 7 competing providers offer this feature, with an average quality score of 4.7.
Score	5 out of 5	4.7 out of 5
Automated A/B testing⏷	✅	✅
This feature lets affiliates and advertisers try different campaign versions to see which performs best.  Advanced platforms like Phonexa go a step further, offering campaign simulations so users can test strategies on their computers without risk.		Only 3 out of 7 other providers have this feature in their bundle, with an average quality score of 4.7.
Score	5 out of 5	4.7 out of 5
Multi-Channel Integration⏷	✅	✅
It indicates how well the lead distribution software integrates with CRM systems, lead management tools, and other popular third-party platforms. The more integrations available, the higher the score.		7 out of 7 competing software providers offer this feature, with an average quality score across providers.
Score	5 out of 5	4.6 out of 5
Value for price
Total Score	39.9 out of 40	34.8 out of 40

Ping Post Calls 2.0 – 5 Lead Flows To Improve Your Lead Journey

Given that many businesses purchase web leads and phone calls simultaneously, it’s vital to have an automated distribution system that supports both lead types to ensure a flexible lead flow. It gives you complete control over how different categories of leads are allocated to your sales representatives and which agent handles each call.

Phonexa provides one of the market’s most advanced ping post lead distribution software — Ping Post Calls 2.0. This system supports customisable lead flows, allowing affiliates and advertisers to tailor their lead distribution.

Let’s check the five lead flows Ping Post Calls 2.0 works with:

Lead Flow #1. Data Gathered by IVR

Phonexa’s IVR software, included in our all-in-one marketing suite, is a win-win for affiliates and advertisers. Affiliates can easily qualify their leads, while advertisers get pre-qualified leads that match their ideal buyer profile.

Here’s a quick look at how IVR-driven lead distribution works:

The IVR receives the call and asks a set of qualifying questions. It enables the system to select the most appropriate bid and provide the winner with details such as the caller’s postal code, income level, age, gender, etc. The advertiser can then decide whether to accept or decline the lead. If the lead is declined, it is passed on to the next best buyer.

With Phonexa’s IVR, you can also block unwanted phone numbers to avoid unnecessary interruptions:

Lead Flow #2. Data Is Pinged Before the Call With the Caller’s Number

While the IVR-driven lead distribution is built around real-time information collection, it’s also a practice of qualifying callers before they make a call. In this model, advertisers receive key details about the caller – such as their phone number and location – and can then decide whether to accept or decline the lead.

Lead Flow #3. Data Is Pinged Before the Call Without the Caller’s Number

There are times when sharing the caller’s phone number doesn’t make sense.

• In some industries, the number sharing may seem intrusive. Most people don’t want to share their contact information with third parties. This is especially true with the finance and healthcare industry, as people want to keep those aspects of their lives as private as possible. As people become merned about their data, it’s often better to keep their numbers private.
• Once the system reveals the leads’ number to advertisers, they can simply contact them directly. There is no way to track such behaviour, so publishers can lose their payments despite a successfully referred lead.

Mostly, disclosing the caller’s phone number is unnecessary, as it doesn’t provide significant marketable value. Instead, the advertiser might only see the caller’s postcode. In most niches, it will be enough information to determine whether the caller’s location suits the advertiser.

Lead Flow #4. Call with Applications and No Bidding

“Call with Application and No Bidding” is a lead distribution model in which advertisers are assigned leads based on set criteria without bidding competition. This is the safest option for advertisers.

Here’s how it works:

Phonexa gathers application data, such as the type of insurance coverage the lead wants, and presents this information to the most relevant advertiser based on prior bids. If the advertiser accepts, they’re connected to the caller; if they reject, the system asks the next best buyer.

This method benefits both sides: advertisers get pre-qualified leads with no competition, while affiliates get the highest price for their leads.

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Lead Flow #5. Pinging Based on Representative Availability

As the name suggests, availability-based lead distribution routes customers to the highest bidder among the currently available advertisers. It means that even if a bidder offers a lower price, they may still win if their sales reps are ready to handle the call.

Here’s how it works:

• Once the lead’s details are collected (e.g., through an IVR system), relevant details are sent to the winning advertiser, who is currently the highest bidder. If they decline the lead, the call goes to the next best advertiser, and so on.

The caller won’t notice any delay since the routing process takes a few moments.

Lead Distribution Flows for Publishers and Merchants

The advantage of advanced lead marketplaces like Phonexa is that you can select the lead distribution model that suits you at the moment, and change it later. You can adapt the campaign to your objectives, budget, or the skills of your sales team. Affiliates can also install an IVR system to pre-qualify leads before passing them to advertisers.

Real-Life Examples of Lead Distribution

We at Phonexa understand that affiliate marketing is complex. That’s why our dedicated lead distribution platform factors multiple parameters simultaneously to achieve the best possible routing for every customer, balancing the affiliate’s ask and the advertiser’s bid.

In high-ticket sectors such as finance, insurance, home services, or solar, this algorithm becomes particularly intricate, involving dozens of factors.

Here’s an example of the logic used in financial services:

Although lead distribution logic for web and call leads is often different, Phonexa has it covered for you. Our LMS Sync tool takes care of web leads, and Call Logic will handle phone calls.

How to Optimise the Lead Distribution Process

Once you find the best lead distribution strategy, it’s time to optimise it to streamline all its processes.

Here are five tips to improve your lead distribution:

1. Launch Marketing Automation Tools

The handover of leads between sales and marketing units must be smooth. The proper set of automation tools can simplify the lead capturing process.

When a lead signs up for a trial, sends a message on social media or completes a web form, you can capture their information, track their behaviour, and route their data to the appropriate sales professional via a CRM system integrated with the lead distribution tool.

2. Automate Lead Qualification

Businesses need to define the key factors crucial to their lead qualification process. These can include location, business size, budget, and issues the organisation is experiencing. Precise lead qualification helps you to ensure that your sales team works only with users who are highly interested in your product or service.

3. Specify Lead Distribution Rules

After leads are qualified, you need to establish a set of rules for distributing them to the right sales representatives. Here is the list of the most common criteria:

1. Skills and experience: It’s generally safer to assign high-priority leads to experienced sales, as they have more chances to seal the deal, and maintain high conversion rates.
2. Geolocation: Local representatives are aware of the smallest detail about the lead’s community, increasing chances to sell. In some cases, it’s the greatest strategy to convert as many leads as possible.
3. Representative availability: Another common method is to assign leads based on the current availability of sales representatives.

Whatever criteria you choose, it’s important to guarantee that your representatives have all the resources to effectively communicate with leads.

Capitalise on Measurable Results

The key to getting the best out of your campaign is to constantly analyse its components, such as:

• Call duration
• Lead response time
• Conversion rate
• Close rate

Ensure Seamless Tech Integration

Before testing a new system, ensure all your tools – from lead generation to CRM software – are correctly connected. A smooth tech integration means quicker responses, better workflows, and improved communication between different units.

Lead Distribution Software Usage Cases Across Industries

Let’s examine how firms in 4 different industries can profit from lead distribution software.

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Financial Industry

The financial sector is known for using jargon, even in ads. It often confuses potential leads. In the long run, it can negatively influence sales. That’s why businesses in finance should keep their promotion as simple as possible and ensure that they have reliable agent support.

Here’s how lead distribution software in the finance industry makes a difference:

• Automate processes to ensure leads are contacted as quickly as possible.
• Direct leads to the most suitable financial advisers using lead distribution to improve first-call resolution.
• Ask users for feedback to evaluate and refine advisers’ performance.

Home Services

The home services industry covers many areas, including solar power, home renovations, roofing, and more. Home service providers often get inbound leads from performance marketing companies or affiliate networks, with leads sent to multiple contractors at the same time. This means the same lead can be sold to several contractors in a specific area, making quick response times critical.

Here’s how lead distribution software can help you:

• Get to leads faster and win more clients
• Boost your conversion rates and grow your sales
• Run smarter, more effective lead-generation campaigns
• Manage a larger volume of leads with ease
• Gather lead data to improve your coming campaigns.

Insurance

This industry is extremely competitive, so businesses here need to constantly adopt new promotional strategies to stay afloat. To achieve the best outcome, you should adopt the newest tech solutions that can potentially boost customer engagement, strengthen retention, and attract qualified leads.

With lead distribution software, insurers can:

• Automate the distribution process using ping tree and ping post technology to increase sales and profits.
• Get more control over the inbound leads they receive.
• Tailor your filters to generate more insurance leads that fit your specific criteria and improve your conversions.
• Leverage real-time reporting to identify and analyse data trends.

Travel and Hospitality

When booking travel packages or accommodations, consumers contact tour operators and hotels through phone, email, or live chat. Lead distribution software can make these communications more efficient and productive by:

• Routing calls and web leads to the fitting agents with the necessary expertise.
• Eliminating language barriers and misinterpretations by assigning leads to local professionals.
• Facilitating the sales process and improving conversions by making sure leads are handled by the appropriate representatives before competitors.
• Enhancing the user journey by recovering lost calls and integrating call tracking and lead distribution tools into your marketing automation system.

The Strong Combo of LMS Sync and Call Logic

It’s vital to ensure your leads are directed to the most suitable sales representatives, just as it’s important to track and analyse them to focus on the most profitable campaigns.

This is what LMS Sync can offer you – complete control over your web acquisition efforts. As an advertiser, you can see where your leads come from, how they engage with multiple touchpoints, and how you can optimise their user journey until they either convert or drop off.

Cloud PBX – Dedicated Cloud Phone System for Customer Calls

LMS Sync and Call Logic are strong tools, but if your business relies on handling a vast amount of phone calls, you should go a step further by arranging a dedicated cloud-based call centre. It ensures you’ll have complete control over your calls and can guarantee 100% availability for customers.

Predictive Modeling – Free Lead Acquisition Campaigns Simulation

One of the greatest advantages of Phonexa is that you can test your campaigns without any risks. Due to predictive modelling software, you can simulate different campaign outcomes to ensure that you get the desired results during the actual promotional campaign.

Your Complete Eight-in-One Lead Management Suite

Winning bidding wars and driving leads down their ideal conversion path is a great start. But with Phonexa Phonexa’s automated lead management suite, you can achieve even more.

Our software provides what today’s businesses need most: one place where they can track, optimise, and analyse marketing campaigns to successfully drive and distribute call and web leads.

Here’s what you get with our eight-in-one software suite:

Take charge of your marketing success by building a plan tailored to your needs, and book a demo to explore what Phonexa can offer you.

Frequently Asked Questions

What is lead distribution?

It is the process of routing leads to the most suitable sales representatives based on predetermined criteria such as location, intent, income level, gender, and even the performance of available agents. The more leads you handle and the bigger your sales team gets, the more important it is to have a trustworthy distribution system.

What is the best lead distribution strategy?

There’s no one-size-fits-all lead strategy. The most effective approach is one that helps you convert the most leads while also making them happy, increasing the likelihood of their return. In practice, most businesses adopt a mixed model, where they mix different approaches to get the best results.

What is the best lead distribution software?

In our opinion, Phonexa is the best lead distribution software in the market. Our all-in-one lead management solution sets us apart, combining tracking, distribution, and analytics for both web and phone leads, which suits both traditional and affiliate marketers.