Companies are under constant demand to provide consistent and secure online experiences and transactions.

Authenticating consumers, however, often serves as the biggest challenge for e-commerce retailers.

Retail e-commerce sales in the United States are expected to grow 56% through 2026, according to eMarketer and Statista. Yet, e-commerce losses due to digital payment fraud in 2022 amounted to $41 billion globally, and industry analysts predict that figure will reach $48 billion by the end of 2023.

The plague around the practise requires e-commerce companies, as well as performance and affiliate marketers alike, to purge their processes.

To help you gauge the effectiveness of your fraud prevention measures, we’ve introduced a brand-new tool: the Marketing Fraud Prevention Proficiency Quiz.

Take the Quiz

One of the companies leading the charge against fraud detection and identity verification practises is Kount, an Equifax company and fraud prevention and digital identity solutions provider.

Kount’s technology builds personal profiles with hundreds of data points — propensity to spend, buying habits, payment history, and more — so that businesses fully understand who is interacting with their brand.

Kount’s network uses artificial intelligence and machine learning to connect trust and fraud data signals from 32 billion digital interactions, 17 billion devices, and five billion yearly transactions across 200 countries.

The Boise, Idaho-based brand — which was acquired by Equifax in 2021 for $640 million protects more than 9,000 businesses worldwide, including the likes of eHarmony, Getty Images, AMC, GNC, and Bodybuilding.com, among many others.

How have advances in technology contributed to the prevalence of online fraud?

Przybyla: The advances in technology have not only brought benefits and increased the ease of online interactions but have also made it easier for both criminals to exploit emerging technologies for their own gain. Cybercriminals have evolved their methods for targeting platform data and thus obtaining consumer personal information. Once obtained this information can be traded in the dark web resulting in sophisticated fraud attacks.

Schaffer: Within the affiliate marketing industry, automation tools used by bad actors to perpetrate fraud are evolving and becoming more sophisticated by the day. Scripts, bots, and other mechanisms that emulate the behaviour of real users create an environment where significant amounts of personal data can be manipulated to generate fraudulent leads. These tools, coupled with additional technological advancements related to both data scraping and identity fraud, create a challenge for the industry to identify and reduce this type of fraud.

How have e-commerce businesses become more susceptible to fraud? What areas of the business are increasingly vulnerable?

Przybyla: E-commerce has a higher susceptibility to fraud since it doesn’t require a physical presence of either the customer or the payment method at the point of transaction. The fraudster can simply buy stolen credit cards from the dark web and use the information to make purchases in a way that allows the fraudster to remain anonymous and perform the attacks from anywhere in the world.

How have businesses that rely on lead generation become more susceptible to fraud? What areas of the business are increasingly vulnerable?

Schaffer: Lead generation fraud takes many forms. The lack of adequate and standardised fraud prevention and detection measures coupled with the ever-increasing complexity of lead generation processes expose businesses to purchasing fake leads. When left unchecked, this results in significant financial losses, exposure to compliance violations, misplaced attribution, and reputational damage.

What fraud prevention measures are most effective for e-commerce businesses?

Przybyla: Implementing an end-to-end solution that incorporates both supervised and unsupervised machine learning is the most effective way of preventing fraud in e-commerce. Unsupervised machine learning detects emerging attacks and is able to identify the characteristics and patterns of the attack. Supervised machine learning takes historical insights and recent outcomes to confidently assess the risk associated with a transaction. Making sure you combine artificial intelligence and machine learning with a solution you can implement at various interactions in the customer journey, like Kount, can help detect fraudsters sooner and prevent their flow through the journey.

What fraud prevention measures are most effective for affiliate marketing businesses?

Schaffer: Deploying thorough and customised validation rules and processes which verify the legitimacy of leads in real-time and filter out fraudulent traffic requires systems capable of verifying contact information, such as email addresses and phone numbers, as well as identifying anomalies related to both individual user behaviour and abnormal changes in KPIs associated with a given lead source.

Which fraud prevention security measures should be used in conjunction to provide the best possible protection against fraudsters?

Przybyla: State of the art artificial intelligence and machine learning combined with tried and true fraud expertise capable of assessing your fraud strategy and providing insights and recommendations to optimise your fraud strategy is the best way to stay ahead. Successful fraud prevention strategies don’t just focus on keeping out the bad guys. Instead, they focus on providing the best customer experience while simultaneously increasing revenue.

Schaffer: Usage of a robust tracking platform with integrated fraud detection capabilities combined with effective monitoring and analytics is a key requirement for any business looking to prevent fraud. This, however, must be utilised in tandem with creating thorough vetting and due diligence processes when selecting affiliate partners.

How are Kount and Phonexa staying at the forefront of fraud protection and keeping business both safe and confident? What are some of the recent milestones you’ve accomplished on this front?

Przybyla: Attack vectors are constantly evolving and becoming more sophisticated. Combining the best in class artificial intelligence and machine learning technology with a data network composed of both depth and breadth allows Kount to provide accurate and confident responses in real-time. Creating APIs to access evaluations and scores at various interaction points in the customer journey allows merchants to make confident decisions around the customer trustworthiness. Kount’s 360 platform will combine Kount’s technical expertise with Equifax data to provide an end-to-end solution to assess the trustworthiness of the payment event, customer identity, and event compliance within a single platform at various points in the customer journey.

Schaffer: Our customer needs in their respective businesses are unique, so we’ve created an all-encompassing anti-fraud toolbox, iClear, that allows them to rapidly customise multiple layers of fraud detection and prevention. Additionally, we have built integrations with other leading fraud prevention providers to give our customers the flexibility to deploy third-party services within the Phonexa platform.

About the Experts

Scott Przybyla is the Vice President of Global Channel Partners at Kount, an Equifax Company. He joined Kount in 2018 to run the Direct to Merchant side of the business. In 2021, Scott assumed the role of leading the Global Channel Team where he is responsible for ensuring partners worldwide are protected against online fraud so that individual merchants/sub-partners can grow revenue efficiently and safely. Scott has been in leadership roles for 25 years and always in customer-facing positions. Prior to joining Kount, Scott worked in the commercial real estate industry where he led teams of agents who sold a variety of investment properties.

Jeff Schaffer is the Chief Operating Officer of Phonexa and drives new initiatives and expands brand awareness for the company. Schaffer is a seasoned business professional and executive with over 22 years of experience in business management, sales development, and digital marketing transformation. His diverse experience has landed him in leadership roles across top firms in financial services, insurance, e-commerce, and performance marketing.

Some in the digital marketing space are becoming quite uneasy over the many changes in data marketing. The diminishment of third-party data from major firms like Google and Apple has been especially unnerving to many. But there are still a multitude of ways that marketers can utilize data in their strategies.

Here are six examples of how data and data analytics can be used, even if you do not have access to cookies and other types of third-party data.

First-Party Data

In lieu of third-party data, companies can still find great value in using their first-party data—which is simply data that you alone have access to because of customer and existing marketing efforts. There is great value in first-party data because it is proprietary to your business and reflects your specific efforts and consumer audience.

First-party data can be collected through a variety of means, including call tracking, lead tracking, client surveys, click tracking, email marketing, and more.

Automation

A key to actually utilizing your data is to use automation in your data collection and analysis. Tools, like a lead management system or call analytics will help to organize your data and format it into reports to highlight opportunities for marketing optimization.

Caller Details

By using call tracking, a business can see the performance of all their call campaigns or get a more granular view by looking at call details. With caller details, you can get insights like where your calls originated, when callers dialled you, how long the call was, and more. These particulars of each call can add up to tell a story about the efficacy of your call campaigns.

Predictive Analytics

One of the most powerful uses of data comes in the form of predictive analytics because it gives firms the ability to plot out future campaign initiatives while minimizing their risk. Predictive analytics uses your existing data with predictive modelling to forecast probable outcomes for your campaigns under different variables.

With predictive modelling driven by data, you are able to forecast your profits that could result of expanding which territories you target or what hours your call centre is open. By providing you with a glimpse into the future, predictive analytics can have a major impact on your business just by using first-party data.

Comparison Reports

With a greater volume of data comes more opportunities to use it, and that couldn’t be more apparent with the usage of comparison reports. These reports allow marketers to see data sets side-by-side, looking at differences in performance on a day-to-day, month-to-month, or year-to-year basis.

These comparisons can show the success or ineffectiveness of new initiatives or reveal trends that can be capitalised upon. By comparing data from different times, marketers are able to see how their campaigns have performed and make strategic adjustments.

Integrations

The key to having a data-driven marketing strategy begins with having a data-driven tech stack. You must be able to collect data from varying sources. If your marketing funnel is not integrated in a way that shares data, it might be time to look at a new solution for your tracking and distribution.

With an impressive 23.53% CAGR and 15.1 GW cumulative solar capacity, the UK’s solar market is a fertile ground for solar lead generation of all types and scales. And you can get your piece of the pie too, whether you manufacture, install, or maintain solar panels.

Chances are the only thing separating you from exponential growth is the right lead generation strategy. If you have one, congratulations: you’re already in the winning spot. And if you lack one…then read this solar lead generation guide to bridge the gap.

In the following chapters, I’ll dig deep into the three fundamental solar lead generation strategies:

• Solar lead generation using earned media
• Solar lead generation using paid advertising
• Buying solar leads from third-party providers

via GIPHY

The Three Solar Lead Generation Pathways

For those willing to get the gist of it without digging deep into the matter, I’ve created an overarching table to put all three lead gen methods into perspective.

Here you go:

All these solar lead generation strategies are viable under specific circumstances, but it’s usually better if you combine all of them instead of relying on a single traffic channel.

For example, if you’ve generated a decent number of organic solar installation leads but can’t drive enough maintenance leads, you can leverage paid ads or buy these leads from lead generators. The advantage of buying solar leads is that you can narrow it down to specific demographics and psychographics, maximising your conversion potential.

Chapter 1 – How To Generate Solar Leads Using Earned Media

Solar lead generation using earned media is the only way to get solar leads for free and guarantee yourself a steady flow of customers in the long run. However, attracting a significant organic audience requires compelling content, sharp marketing acumen, and timing.

Here are the 5 pillars of organic solar lead generation:

• Email marketing
• Social media marketing
• Content marketing
• Referral marketing
• Offline marketing

Before I elaborate on these aspects, let me introduce the common challenges most solar companies face on their way to sustainable organic lead generation:

And now let’s get back to our 5 pillars of organic solar lead generation.

Organic Solar Lead Generation Pillar #1 – Email Marketing

Not only is email marketing on the rise – 50.8% of email marketing professionals doubled their ROI recently – but it seems a natural fit for solar products. From general educational content to personalised emails, you can cover every target lead group with various email formats and even impress recipients with AMP emails that enable instant purchases.

Here are some specific emails you can send to different solar leads:

• Welcome emails to users who have just signed up for your website
• Follow-up emails to users who have installed an app or downloaded a guide
• Engagement emails to users who have browsed your pricing page
• Reengagement emails to users who have abandoned the cart

When it comes to email marketing, the best idea is to personalise your emails as much as possible so every recipient gets a unique resonating message factoring in who they are, what they want, and their previous experiences with your company and possibly other companies.

Here are the solar lead generation email examples for different stages of the sales funnel:

Email marketing perfectly synergises with SMM, amplifying your efforts across channels. For example, you can include successful social media posts in emails, offer incentives to sign up for your newsletter, or reinforce your emails with user-generated content from social media.

Organic Solar Lead Generation Pillar #2 – Social Media Marketing

With 73% of the population in the United Kingdom using social media daily, many solar brands are doubling down on SMM to win their customer share. Even though solar products may not suit every social media platform, chances are you’ll successfully promote on these seven:

• LinkedIn
• Facebook
• Instagram
• Pinterest
• YouTube
• X
• TikTok

Here’s more about how to generate solar leads on the mentioned social media platforms:

Solar Lead Generation on LinkedIn

The 9th most popular social media platform in the United Kingdom, LinkedIn is an unambiguous leader in B2B solar lead generation and a knowledgeable user base.

You don’t necessarily have to take away all the fun from your content, but it might be a good idea to double down on case studies, guides, and research papers. You might not grab leads as easily as on Instagram, but those you get will be more likely to buy from you.

LinkedIn solar lead generation example:

Solar Lead Generation on Facebook

Home to over 3 billion monthly users, Facebook allows you to tap into the most diverse demographics, which is especially valuable for global companies. You can use almost any type of lead gen materials on Facebook, including posting in groups, capitalising on user-generated content, and collaborating with other solar brands and companies from related industries.

Facebook solar lead generation example:

Solar Lead Generation on Instagram

Instagram may not be as good as YouTube when it comes to attention span, but you can drive lots of leads if you manage to squeeze your main ideas into relatively short video presentations. Your best weapons are high-quality photos and field footage.

Instagram solar lead generation example:

 

 

 

 

 

 

Посмотреть эту публикацию в Instagram

 

 

 

 

 

 

 

 

 

 

 

 

Публикация от World tech | Engineering (@world_tech_75)

Solar Lead Generation on Pinterest

The world’s best digital scrapbook may be the platform where you want to prioritise the female audience. This is easy to leverage, though: with their environmental impact and saving potential, solar panels are appealing to women’s hearts.

Pinterest solar lead generation example:

Solar Lead Generation on YouTube

Everyone watches YouTube, so finding and nurturing your leads should be a problem. Shoot educational content, guides, interviews, and anything that can educate, nurture, and eventually convert your solar leads.

YouTube solar lead generation example:

Solar Lead Generation on X

X is all about news and trends, so the content should resonate with the burning issues of the day or reflect the latest changes in the market. X is superb for personal engagement with solar leads – here, you can build your reputation and boost customer relationships like nowhere else.

X solar lead generation example:

Solar Lead Generation on TikTok

Solar might not be a fun industry per se, but you can benefit galore from TikTok users if you show your flavour to audiences spanning their 20s and 30s.

TikTok solar lead generation example:

@future_explored Where would you put one of these? #futuretech #ecofriendly #sustainability #solar #tech #technology #ecotok ♬ original sound – Future Explored

Organic Solar Lead Generation Pillar #3 – Content Marketing

While it’s obvious that high-quality content is a must, you may wonder how to match it with their expectations.

To create high-quality content, you need three things:

• Unique selling proposition
• Segmentation
• Search engine optimisation

Unique Selling Proposition (USP)

Every major content piece should contain an irresistible selling proposition that explains why your solar products or services are one step above the competition. Whether your panels are cheaper or more durable, you should articulate it in your USP and content.

USP examples for solar lead generation:

To craft a USP, you should know your target buyers and what you can offer them. In other words, you must segment your solar leads by demographics, psychographics, previous interactions, and anything else you find appropriate. The rule of thumb is that the more granular the segmentation, the easier it is to hit the bull’s eye with specific buyer personas.

Segmentation

Segmentation is key to targeting both organic and paid leads. However, to segment your leads, you need to generate them first, and this is where things get tricky.

How do you generate leads if you don’t know who you want to generate?

Your saviour is marketing automation software, which can minimise the number of solar leads you need to create profitable marketing patterns. A well-thought-out lead management system like Phonexa will uncover your solar leads on the fly, giving you an overarching view of your sales funnel.

More specifically, here’s what Phonexa offers when it comes to solar lead tracking:

• LMS Sync – comprehensive lead management software suite for lead tracking, distribution, analytics, and real-time reporting
• Call Logic – call management software for processing solar call leads
• HitMetrix – customer behaviour analytics, including heatmaps and session recordings
• Lynx – click tracking software to attribute and measure clicks and conversions

United into a single system, these solutions can help you quickly develop solar buyer personas and minimise the trial-and-error phase before you are ready to cater for different groups of leads with a wide range of marketing strategies.

Search Engine Optimisation (SEO)

While segmentation addresses solar leads, there’s also a way to address search engines so your content ranks higher: search engine optimisation. Content-wise, SEO boils down to selecting the right keywords alongside optimising various on-page attributes (URL structure, meta descriptions, title tags, etc.) and off-page attributes like backlinks and social signals.

Selecting the right keywords means choosing the keywords you can realistically rank for. Extremely competitive keywords won’t work for brands with a small online presence.

Here’s an example of a highly competitive keyword:

Hitting the top-3 or even top-5 for this keyword is nearly impossible unless you have a stellar online presence. On the other hand, there are plenty of less competitive keywords to capitalise on.

Here’s an example of a potentially profitable keyword for small solar companies:

If “used solar panels” fits your niche – if you sell solar panels or provide maintenance services – then this low-competition keyword can bring you tons of leads. There are more keywords of this kind – just use Ahrefs or similar tools to reveal your golden opportunities.

Organic Solar Lead Generation Pillar #4 – Referral Marketing

Referral marketing is one of the best ways to get free solar leads because you appeal to your existing customers who have already developed some loyalty towards your brand. Referral marketing is equally good for B2B and B2C, giving you the best of both worlds.

There are two ways to generate leads for solar with referral marketing:

• Run a referral programme. Satisfied customers are eager to share the news with their family and friends, but even more so if you incentivise them with bonuses, discounts, and perks. I recommend tiered rewards and two-way incentives (rewards for both the referee and the referral) to make your referral programme shine.
• Ask for referrals. You can ask your l customers for recommendations even without incentivising them. This will be harder, though, as most customers need a little nudge to act. But then again, it’s all about asking for a favour at the right time with the right words.

Here’s an example of how to get solar leads with a referral programme:

Organic Solar Lead Generation Pillar #5 – Offline Marketing

Last but not least, you can generate high-intent solar leads via offline events like workshops, trade shows, exhibitions, and more. You won’t reach as many solar leads as with online marketing, but the quality of these leads will be much higher.

Organising events will show people that you’re a real company that embraces personal connection. Moreover, such events are a great source for shooting unique content for months ahead, killing two birds with one stone.

Chapter 2 – How to Generate Solar Leads Using Paid Advertising

Now that you’ve finished Chapter 1, you are almost ready to generate solar leads using pad advertising, as you have the lion’s share of the knowledge you need.

via GIPHY

Here’s the deal: many aspects of organic lead generation apply to lead generation with paid ads – creating a USP, segmenting your audience, customising your ads, etc. – except that you must also know about paid ads and platforms.

Speaking of which, I kindly direct you to the mortgage paid ads lead gen guide, where I’ve dissected paid advertising. Don’t you worry that it’s about mortgage leads – all the principles hold water for solar leads as well.

Chapter 3 – How to Buy Solar Leads

I feel like there might be too much content on your plate for now, so I would suggest you pause before digging further into the complete guide to buying solar leads. I strongly recommend this guide for anyone seeking in-depth knowledge about purchasing solar leads.

As of now, it’s time to wrap things up by reminding you of the necessity to automate processes in the ever-growing solar lead acquisition market. Today’s lead management software leaves you no alternative simply because it does things faster and more accurately than humans.

Generate More Solar Leads with Phonexa’s Lead Management Automation Suite

At the risk of sounding pompous, I tell you this: Phonexa’s lead management software is a ticket to your lead acquisition Promised Land. The unique eight-in-one software package will cover your marketing needs from top to bottom without juggling different tools and systems, starting at only $100 monthly.

Get it all at one price now, or schedule a free consultation to learn more.

Frequently Asked Questions

We’ve compiled this comprehensive call tracking guide to share our knowledge and help you explore and compare the best call tracking software on the market. The software featured in this guide is rated based on research conducted by Calltracking. reviews.

How do you generally allocate your marketing budget: online form conversions or call conversions? While both methods have their merits, inbound phone calls hold indisputable advantages.

Understanding what prompts customers to call your business enables you to concentrate on effective marketing efforts, thereby reducing your cost per lead and enhancing ROI. Given the high value associated with inbound calls, it is crucial to track and measure both phone calls and digital marketing campaigns to facilitate improvements and optimisations. The key to achieving this is call tracking.

What Is Call Tracking?

Call tracking is a technology that informs brands precisely which marketing efforts triggered customers to contact them. Similar to a company asking a customer, “How did you find us?” call tracking tools provide an automated and more accurate method to obtain that information.

Phone tracking software handles the “remembering” for the consumer through call centre IVR and other tools, so agents and sales representatives don’t need to ask that question.

If you miss marketing attribution from phone calls, tracking software can bridge the gap between your marketing efforts and inbound calls. Once you understand your attribution, you gain visibility into the performance of both offline and online marketing.

However, what happens if a brand aiming to save time and money uses poorly designed call tracking software? Could it impact its brand awareness and reputation?

Source: Call Tracking & Conversation Intelligence Made Simple 

By implementing the right call tracking software, businesses can eliminate guesswork, analyse the entire customer journey, and more.

Here’s what accurately tracking phone calls can do for your business:

How Does Call Tracking Software Work?

Approximately 60% of companies depend on call-based campaigns to generate quality leads and revenue. They employ various strategies to engage their target audience and keep their call centres active.

When determining how to track incoming calls from pay-per-call, PPC, or SEO efforts, it’s essential to understand how call intelligence software functions. Similar to a potential car buyer wanting a “look under the hood” before taking a test drive, businesses seeking to implement call tracking solutions should grasp the fundamentals of its operation and what it involves.

Phone call intelligence helps you track calls effectively and understand how successful future marketing campaigns might be. It ensures all captured call data is searchable and analysable, identifies which keywords and actions have the highest marketing potential, and highlights efforts that need more attention or should be discontinued.

Phonexa’s Call Logic is equipped with all the essential tools, including call analytics, interactive voice response (IVR) service, predictive modelling, call tracking and recording, ping tree, automatic call distribution software, conversation intelligence, and more.

Call Logic enables you to respond to the evolving demands of modern consumers by defining the customer journey with detailed call insights, managing inbound calls with data-driven automatic call routing, and providing real-time data for effective campaign optimisation.

Since phone calls remain a primary lead source, it’s common for brands to use call tracking and lead management solutions to streamline their workflow. For example, the tracking software provides visibility into phone conversations, the ACD system handles call routing, and lead management software distributes inbound leads to departments or agents based on specific attributes.

As part of Phonexa’s marketing automation suite, these tools can help businesses utilise different distribution logic, reduce lead response times, and reach their prospective clients more quickly.

Here’s an example of a lead distribution logic that can be used by businesses offering financial services.

Companies of all types can leverage automatic lead distribution based on leads’ location, products they’re interested in, origin, and more. Of course, the preferred distribution criteria can vary from business to business.

Today’s fastest-growing and most successful businesses recognise that providing an exceptional customer experience is a key competitive differentiator. However, without the right call tracking software, businesses can miss out on valuable data from inbound calls, such as their sources, associated conversions, and context.

Сall Tracking Software Comparative Overview

This comparison chart aims to help you analyse each call tracking software’s offerings and compare features so you can choose the best solution for your business needs.

The following is a breakdown of the top eight software providers:

Call Tracking Software Providers — Detailed Comparison

Rating

Support Quality

Attribution

Reporting

Сall Analytics

Call Routing

Trial Period (not rated)

Total Score (out of 85)

This detailed comparison is based on research conducted by Calltracking.reviews, as well as our independent research. The evaluated products and data from eight companies listed in this table will assist you in assessing usability, fundamental and advanced features, integrations, review scores, and strengths and weaknesses.

In contrast to the initial research findings, the total featured score in our comparison table varies. In recent years, Phonexa has evolved into a significantly more robust marketing tool. We have surpassed our competitors by broadening and enhancing our call tracking and lead distribution features.

Why Is Call Tracking Important?

When marketers invest in pay-per-call tracking software and call analytics, they commit to a deeper understanding and improved customer service. With the increasing use of mobile search and click-to-call functionality, which enables consumers to contact your business instantly, it is crucial to understand all your calls.

However, businesses may recognise the value of phone call analytics and tracking and the problems they solve but fail to see the direct benefits for them. Here are several reasons why any company aiming to boost ROI and grow in the future should use call tracking for business:

Online Call Tracking for Real-time Call Bidding & Lead Acquisition

Agencies, affiliate marketers, and solopreneurs are always seeking to buy or sell leads. With Ping Post Calls 2.0, Phonexa’s solution for real-time call bidding and lead acquisitions, every customer touchpoint is fully automated, enabling interactions to occur in a split second.

It helps buyers bid for desired leads based on various criteria and campaign-specific components while offering publishers the highest value for their leads.

Combined with call distribution and tracking, Ping Post Calls 2.0 enables businesses to spend more transparently and strategically while maintaining consistency in how quickly they respond to sales opportunities and informing decision-making.

Is Call Tracking a Missing Piece of Your Attribution Puzzle?

The capability to track phone calls equips businesses with essential features and tools to comprehend collected data and enhance the customer experience. By obtaining attribution on their inbound calls, brands can identify which initiatives drive their call traffic, a crucial step in developing more effective marketing campaigns.

These possibilities arise from harnessing the power of phone calls. Investing in call tracking software and analytics is wise for any business, as phone conversations provide a vital person-to-person connection. This bond between consumers and brands is strengthened through phone calls and further reinforced by call intelligence.

Build your plan today or book a demo to discover how Phonexa’s call tracking software can help you capture vital call data, assess marketing campaigns, and increase revenue.

Frequently Asked Questions

How much does a call tracking software cost?

Call tracking software typically involves a monthly subscription fee, setup costs, and usage fees. The cost to your business will depend on various factors.

Before choosing software, consider the following questions to understand your potential costs:

• How many users do you need?
• How long do you need to store data?
• How many different publishers are you working with?

Answering these questions will help you determine the costs involved.

Phonexa COO Jeff Schaffer recently appeared on the “Enformed Insights” podcast in an episode titled “Unlocking Success in Performance Marketing: Advice For Every Stage Of The Journey.”

The “Enformed Insights” podcast shares an inside look into how industry experts succeeded in their respective fields.

Schaffer joined host Fred Pfeiffer, Enformion’s Director of Business Development and Marketing Intelligence, to discuss his journey in performance marketing and the insights he gained along the way.

Here are some of the highlights from the conversation:

To continue the conversation with Jeff, connect with him on LinkedIn.

If you know Phonexa, you know that we like to do conferences differently.

Earlier this summer, we announced our expansion to Canada at the Collision Conference in Toronto. There was media coverage, interviews, and a special welcome from Olivia Chow, the Mayor of Toronto herself, to celebrate Phonexa’s expansion.

Earlier this spring, we went to LeadsCon and activated the whole crowd by hiring a professional sign spinner to raise awareness about a cash-prise giveaway we were hosting. See how that turned out here.

Needless to say, conferences and industry events have played a prominent role in the company’s notable growth and continued success this year.

And we’re not backing down anytime soon!

This time, our sales, marketing, and tech teams are ready to take over The Big Apple in a big way at MailCon, Affiliate Summit East, and surrounding micro-events.

MailCon – Uniting Email Marketers, Mailers, Performance and Affiliate Marketers on July 28 in New York City

Owned, operated, and powered by Phonexa, MailCon is the largest in-person gathering and conference for email marketers.

The event will be highlighted by an all-star lineup of speakers from notable brands like Google, panel discussions around compliance and overall marketing strategies, networking opportunities, unique activations, and much more.

Phonexa CEO Lilit Davtyan will join Kristen Haines, CEO of MailCon, to deliver the opening remarks for MailCon 2024, where they will share all that’s in store for those in attendance and the conference itself.

Experts from Phonexa, such as CMO Talar Malakian and Director of Email Marketing Alexander Cartigan, will moderate and take part in sessions, panel discussions, and other activations throughout the value-packed event.

“This year, MailCon arrives during a pivotal period due to the deliverability issues affecting mailers, performance marketers, affiliate marketers, and lead generators,” said Malakian. “We’re looking forward to connecting those affected and those who have the solutions to these issues in hopes of really forging positive change for email marketers across the board.”

Other hot topics for discussion at MailCon this summer will be the evolving data privacy regulations and marketing compliance standards and how generative AI is causing concern while also opening untapped opportunities, among other key trends shaping the future of email marketing.

Phonexa partners from Channel Automation, Troutman Amin LLP, Campaigner, and other brands will also partake in the discussion.

The Phonexa team will be stationed and ready to answer any lead generation, performance marketing, and Phonexa-related questions at exhibit #131 in the conference hall.

Learn more about MailCon New York 2024

Grab your MailCon tickets here

This Summer, We’re Everywhere!

Literally, everywhere.

Planning on going to Affiliate Summit East on July 29th? We’ll be at table #1016, bringing you the latest performance marketing and leadgen updates through our technology. You don’t want to miss us!

But that’s not all. Here are some other places we’re going to while in New York:

• July 28th: Phonexa hosts a private, invite-only partner dinner at Gallagher’s
• July 28th: Members from the Phonexa and MailCon teams will attend the AFFY Gala to partake in the AFFY Awards, where Phonexa has been named a finalist in four categories. Read more on that here.
• July 29th: Phonexa team members will attend Everflow’s Partner Powerhouse event at the Margaritaville Resort in Times Square
• July 29th: We’ll also be at the Affiliate Ball and the Mailer Meetup

If you see us at any of the events above, don’t be shy; stop by and say hello.

See you in New York City!

We’re back at it again – here are some of the latest features we’ve released across the Phonexa suite in recent weeks.

Boost Lead Qualification & Conversion Rates, Reduce Fraud

iClear offers comprehensive data validation and cleansing, ensuring your data is accurate, consistent, and reliable. iClear boosts data quality, improves campaign effectiveness, and reduces operational costs.

As part of our ongoing enhancements for iClear, we’re excited to introduce Caller Identity, which is designed to improve lead qualification, minimise fraudulent leads, and increase conversion rates.

Caller Identity allows you to perform real-time validation of an individual’s first name, last name, address, and other identity-related details by a provided phone number using a third-party database.

Historically, within Call Logic, Phonexa could only identify the zip code and state where a lead’s phone number was registered when no additional data was provided. This new service is particularly beneficial for clients whose publishers do not provide any data about the lead with the call.

For clients whose publishers do provide data, the service can verify the accuracy of the lead information. Additionally, the metadata returned from the service can be utilised for remarketing purposes and may help identify other potential interests of the lead. Ultimately, this service can significantly reduce the time spent verifying caller information if the information is passed to the PBX for the operator to view on the dashboard when talking to the lead.

Ensure you use iClear to make informed decisions with validated, cleaner data, enhance customer experiences, and drive superior business results.

LEARN MORE: iClear’s Caller Identity

Improved Lead Return Reporting

Phonexa customers can now choose whether to record lead returns as of the current date or when the lead was sold, providing greater flexibility and clarity in sales reporting.

Lead returns in Phonexa were historically recorded when the return was created. While this approach worked well for verticals within financial services, it wasn’t industry-agnostic.

For example, in the motor vehicle accident (MVA) industry, buyers usually have 15 days after selling leads to submit returns for the previous period. Recording these returns on the 15th of the month can significantly impact that month’s sales figures.

Enjoy the update accordingly and as needed.

Enable Call Recording Across All Products At The Same Time

Phonexa’s Call Recording activation process is now better than ever.

We’ve introduced flexible new settings and enhanced UI that allow clients to quickly review relevant information, such as fees and instructions, and make all necessary configurations within a single window. This improved solution in System Subscriptions simplifies the process while highlighting important information about the feature activation.

Enterprise clients who use multiple Phonexa products will especially love this new update, which allows for Call Recording across the entire suite at once rather than separately for each product.

LEARN MORE: How To Set Up the Call Recording

Integration Builder Support for Call Logic

Phonexa’s popular and in-demand Integration Builder now supports integrations across Call Logic integrations. The powerful tool allows users to create fully customisable integrations.

The best part? Only minor development experience is needed because updating these integrations is quick and easy.

Whether you need to make changes to buyer APIs or adjustments to passing certain parameters via API, making any necessary updates within the integrations is simpler than ever.

Spend less time building integrations and more time using the tool to improve your business and boost conversions.

LEARN MORE: Integration Builder

Are you looking for a particular feature or product functionality in Phonexa? Let us know by emailing team@phonexa.uk.

Numerous players within the insurance sector aimed to capitalise on novel technologies, including call tracking software and associated cloud technologies.

2023 also witnessed significant attention directed towards critical issues such as cybercrime and the potential impact of climate change on insurance companies.

These concerns persist in the minds of insurance firms, notwithstanding the arrival of a plethora of additional considerations, trends, and anxieties with the new year. For insurance agents and carriers, remaining abreast of the latest industry developments is imperative for maintaining competitiveness and achieving success.

5 Insightful Tips: What Insurance Companies Must Weigh This Year

1. Insurance Technologies

It should hardly be surprising that emerging technologies lead the roster of insurance considerations for 2024. Just this year, investments in the insurance sector soared to over $19 billion, while global investment in insurtech rebounded from a pandemic-induced slowdown. Many insurance firms and agents have retained certain legacy systems that are either less effective or wholly outdated.

Advancements in technology are crucial not only for updating older systems but also for reaching out to new generations of customers and the next cohort of insurance professionals. To attract essential human capital, insurance enterprises must ensure their systems align with the habits and skill sets of younger workers.

Suggested reading: Call Tracking for the Insurance Industry

2. Customer Service

Regrettably, the insurance industry has long been linked with subpar customer service. According to a study, less than half of insurance clients received a satisfactory response to a service inquiry. Examining some of the best practices to enhance customer service, one of the most logical steps is investing in technologies that cultivate a stronger rapport between clients and insurers.

Insurance companies can achieve this by gathering and utilising data to engage with customers in a more personalised manner. Communication technology, such as chatbots or an IVR for incoming calls, can also foster a more gratifying user experience.

3. Smartphone Users

Establishing connections with clients through digital channels is increasingly vital for insurance enterprises as we progress into 2024 — and mobile phones play a pivotal role in this endeavour. One approach insurance companies can adopt to improve their standing is to concentrate efforts on crafting an outstanding mobile application. Clients often rate app technology more favourably than navigating a website on a desktop or mobile device.

Insurance companies without an app may be at a disadvantage; as per a study, 74% of companies provide clients with the capability to access and manage their claims using a mobile app.

4. Market Volatility

Insurance firms may cautiously anticipate any market fluctuations in the approaching months. Reports on market conditions forecast that the insurance industry’s resilience  will persist in the year ahead.

Insurers can anticipate seeing rate hikes of nearly 5% this year — though auto insurers may face challenges as auto collision severity has increased, albeit not as dramatically as in 2023. In 2024, insurers should keep a close watch on market conditions and be ready to adjust should further volatility ensue.

5. Data-Driven Forecasts

In 2022, insurance marketers would be wise to leverage technology tools that utilise data to forecast various outcomes from their marketing endeavours. Predictive analytics enables marketing professionals to utilise vast amounts of data from past campaigns, revealing how different alterations could affect future campaigns.

Suggested reading: 7 Reasons Why Insurance Companies Need Call Tracking Software

These practises eliminate the need for trial and error in marketing decisions, enabling insurance firms to base decisions on historical data. While businesses should adhere to data regulations and follow best practises, the potential upside for insurance marketers using predictive analytics is considerable.

Phonexa’s tech team has been working hard to innovate and build custom solutions across our products to optimise and power your performance marketing campaigns.

Here are just some of the new significant features and improvements we’ve made in recent weeks across our products.

Updates in LMS Sync & Call Logic 

Seamlessly Verify Lead Data Legitimacy with TrustedForm 

Overview: Phonexa has been updated to support TrustedForm Certificate API v4.0. Recommended by ActiveProspect as the most current version for utilising TrustedForm services, TrustedForm Certificate API v4.0 ensures users can seamlessly verify the legitimacy of the lead data.

Phonexa users can find this new feature within the “Trusted Form Retain” action in the Tracking functionality on Product and Campaign levels. 

Learn more: Event Tracking Type: Trusted Form Retain 

Transfer Unanswered Calls to Different Campaigns 

Overview: Operators are often unavailable to answer calls, and the call gets disconnected, resulting in lost revenue for the client and their publishers. Our new feature will mitigate the risk of any potential lost revenue and make sure one of your campaigns takes the call.

In the IVR Find Buyer block, we’ve added a new feature that routes a call to the next campaign in the ping tree if the first campaign does not accept the call for any reason. The call will continue to be routed to the following campaigns in the ping tree until one of the campaigns accepts the call.

Learn more: The “Find Buyer” block & The “Return Client” block

New Summary Reports for Publishers & Buyers Give Improved Data Analysis 

Overview: In addition to the detailed report on returns and adjustments, Phonexa now has summary reports for Publishers and Buyers that highlight critical insights, trends, and patterns for effective decision-making. Start monitoring performance from various sources, analyse data, and make decisions based on detailed reports on returns and adjustments from large volumes of data. With a new set of summary reports, Phonexa clients will be able to analyse data more effectively, group data based on different criteria, and make optimisations to their lead flows to eventually maximise earnings. 

Learn more: Return/Adjustment Summary (Publisher)

Learn more: Return/Adjustment Summary (Buyer)

Leverage Arithmetic & Logical Expressions to Derive New Data 

Overview: You can now use arithmetic and logical expressions to derive new data based on existing data with custom columns. This allows for more detailed and customised reports, providing you with the specific insights you require. Adding custom columns to reports allows you to display the information not included in the basic system reports. 

Learn more: Custom Columns For Reports

Are you looking for a particular feature or product functionality in Phonexa? Let us know by emailing info@phonexa.com.

Phonexa’s tech team has been working hard to innovate and build 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 we’ve made in recent weeks across our suite of products.

Updates in LMS Sync & Call Logic 

Streamline Communications with Slack Notifications 

You can now start using Slack to make communications crystal clear. 

The “Send Slack Message” Tracking type automatically sends Slack messages to a particular user or channel when a certain event takes place, ensuring timely alerts.

And in case you missed it, we also recently launched a feature within Tracking to send leads to Google Sheets.

Learn more: Event Tracking Type: Send Slack Message

Ping Post & Smart Tree Support for Group Caps

Previously, our Campaign Group Cap only applied to direct post products. By popular demand, we now support group caps for ping post and smart tree products – the interface is the same.

Enhance Security with New Logoff Functionality

In an effort to enable instant security, we introduced a new safety measure that allows users to log out of all browsers and mobile applications. This feature gives access to view and display all active sessions, including details like the type of browser or mobile device being used, the last login date, and associated IP addresses. 

You can see the session information by going to Account Settings > My Profile, and then clicking on the Security tab and going to Sessions.

Start Tracking Changes with Products Log

Products Log is a new item in the Main Menu bar under System Management > Logs. This will start logging all changes related to the product per user and type of change. Logs will include adding and editing fields, changing product settings, and more.

Billing Made Simple with Newly Designed Interface

To make the Billing Activity easier to understand, we made improvements by updating the interface to make it appear clearer and added a filter to search for a specific transaction type. 

The “Billing Activity” tab allows you to view the billing activity both for pre-pay and post-pay buyers, including replenishments, payments, returns, and adjustments in LMS Sync, Call Logic and Books360.

Learn more: Buyer Configuration: Billing Activity

iClear Ensures Leads With Valid Addresses

In our continuous effort to enhance the security and efficiency of our systems, we’re excited to share that iClear now has Address Validation, a new feature that automatically verifies the accuracy of a lead’s address in real time. 

If you’re running a marketing campaign where geographical data for each lead is crucial, Address Validation serves as a gatekeeper, verifying the authenticity of each lead’s address.

If an address is found to be incorrect or suspicious, the system can either correct it or reject the lead, ensuring that only leads with valid addresses pass through to your system.

Learn more: iClear: Address Validation

Pause Publishers For Posting Invalid Leads

In addition to sending notifications regarding publisher Low Redirects, Invalid Leads, Low Volume, and more, Phonexa users can now pause a publisher for posting invalid leads.

The Invalid Lead Automation block allows you to pause the Publisher for a specified time if it reaches the maximum number of invalid leads. 

Learn more: Publisher Configuration: Notifications 

New Summary Report on Third-Party Service Results

Phonexa clients that use Email Hygiene, as well as IP and Phone Number Analysis across iClear services, now have access to a summary report on third-party service results. 

The clear, colourful, and easy-to-understand graphs, combined with numeric data, make the analysis of the results from those services easy to understand.

Learn more: iClear Summary

Configurations Made Clearer for Buyers with New UX

The newly revamped Billing Settings are designed to make configurations clearer for buyers. 

We’ve separated the widgets for the Balance, Recent Activity, Billing and Auto Recharge Settings, and Transaction History, which helps visualise all settings and activity in one tab for a better user experience.

Learn more: My Profile: Billing Settings

Updates in Opt-Intel

Protect Sensitive Information Across Suppression Lists

We’re now offering SHA-512, a cryptographic hash function as a new option for our suppression list management solution Opt-Intel to enhance data security by anonymising personal information.

Unlike MD5, SHA-512 provides enhanced protection, ensuring that sensitive data remains secure.

If a Phonexa user wants to manage email suppression lists across various marketing platforms without directly sharing or exposing an email address for privacy reasons, SHA-512 hashes all email addresses on their suppression list. 

Each email address is transformed into a unique, fixed-size 512-bit (or 128-character) hash value. 

For example, “test@phonexa.com” might be hashed into a long string like “3a7bd3e….” The client shares these hashed values with their partners instead of the actual email addresses. This way, they can cheque if an individual is on the suppression list without knowing their email address.

Updates in Lynx 

Additional Awareness into API Requests

There’s a new tab within the offer settings in Lynx called “Event Tracking” to show the frequency of API requests. Additionally, it’s important to note that this tracking is unrelated to financial transactions, conversions, or affiliate activities.

Are you looking for a particular feature or product functionality in Phonexa? Let us know by emailing info@phonexa.com.

Marketers frequently seek dependable methods to acquire and sell leads on the Internet. Whether operating in the legal, healthcare, finance, insurance, or home service sectors, high-quality leads are indispensable for the prosperity of any consumer-oriented organisation.

The lead management process involves numerous elements, encompassing enhancing brand recognition and sieving out low-quality leads to locating lead buyers and sellers. However, concerning lead distribution, the essence lies in pinpointing the optimal platform to vend leads, refining the acquisition budget, and establishing pragmatic pricing structures.

For enterprises wishing to sell or procure leads, here’s what you need to understand to engage with interested advertisers and enhance revenue for each lead transaction.

How To Acquire Premium Sales Leads

It’s not unusual for brands to struggle to generate leads that align with their business objectives. Hence, companies should aim to exploit niche marketing and discover the most dependable lead-generation channels.

Let’s scrutinise the channels that aid businesses in drawing high-quality traffic and producing business-to-business leads.

Source: Chief Marketer

Lead generation constitutes a collaborative effort across various departments. Thus, to efficaciously generate leads, companies frequently necessitate the proficiency of diverse employees spanning sales, marketing, and PR departments.

Once a brand identifies its ideal customers — also referred to as marketing-qualified leads (MQLs) and sales-qualified leads (SQLs) — it becomes imperative to devise strategies to persuade them to make a purchase. Harnessing the potential of top-performing lead generation channels is one of the most effective ways to accomplish this objective.

Here are some approaches brands can employ to generate more sales leads and construct a pathway to more meaningful conversations with potential clients.

Establish a Presence on Social Media

Each social media platform holds significant potential for sales and robust lead generation. Therefore, it is imperative for businesses to ensure their accessibility to the target audience on specific platforms, foster and sustain online communities, and attract valuable leads.

Here are some of the most impactful social media channels brands utilise to connect with their desired audiences.

Source: Chief Marketer

As evident, LinkedIn continues to stand out as a prominent sales asset for brands seeking to enhance brand visibility and deploy inbound lead generation strategies. Moreover, given that the platform directly links sales and marketing professionals with potential clients and key decision-makers within organisations, it aids in presenting a comprehensive narrative regarding the benefits and value of your products.

Craft Tailored Email Campaigns

Many businesses initiate email marketing campaigns to generate and nurture high-quality leads. As email marketing proves to be one of the most effective methods for maintaining audience engagement, it is vital to provide them with useful, pertinent, and valuable content exclusively tailored to your subscriber list.

Phonexa’s E-Delivery can contribute to the endeavours of devising a successful email sequence, enhancing inbox performance, and constructing targeted campaigns to connect with potential clients on their mobile devices through personalised emails and SMS campaigns.

Identify Lead Duplicates

The persistent threat of fraudulent and duplicate leads hampers businesses, hindering their efforts to enhance the lead quality within their top-of-the-funnel prospect base. Lead deduplication, therefore, becomes imperative to ensure that multiple records for the same prospect do not infiltrate the system.

In this scenario, employing a lead management system such as Phonexa’s LMS Sync proves essential for marketers to sift through lead details and highlight duplicates, contributing significantly to the overall lead quality.

Make an Impact With Lead Distribution

Lead qualification processes must track, filter, organise, and distribute inbound leads. Any system failing to perform these functions falls short of aiding clients in running successful lead generation and vetting campaigns.

The implementation of a marketing automation solution is crucial for companies that deal with hundreds or thousands of inbound leads daily, regardless of their source. Without automation, your brand risks missing out on conversion opportunities with engaged sales-ready leads while forgoing potent analytics and revenue enhancement by matching organic leads with the right lead buyers.

Harness the Functionality of Sales Leads Software

Brands capture leads through various means, such as calls, lead magnets, and web forms. Hence, it is vital to introduce distribution and lead selling software to effectively organise lead information, filter out low-quality leads, and prevent duplication and fraud.

With LMS Sync, companies gain access to proprietary ping tree technology, streamlining the lead distribution process and enabling informed decisions about the ultimate destination of their organic sales leads.

5 Tips for Selling Leads to Clients

If you’re considering strategic lead buying or selling or operating a lead generation business, you may be exploring the option of purchasing or selling leads in real time. In such cases, opting for a service provider to link you with a buyer network or certified lead sellers can prove to be an optimal decision.

Nevertheless, a crucial aspect of this process depends on the measures you implement to guarantee that your leads are qualified and align well with advertisers. Here are five steps to facilitate the smooth and efficient sale of leads to businesses:

• Understand your target audience: Brands need to understand their potential customers by creating a buyer persona that aids in forming a customer portrait that encompasses interests, demographics, psychographics, and more. Ultimately, developing a buyer persona provides brands with a roadmap for all future marketing campaigns and decisions.
• Set a lead distribution logic: Choosing or employing a pre-designed lead distribution logic can assist companies in maximising their profits and optimising their lead flow. The lead distribution logic encompasses everything from tracking and segmenting to matching and selling leads to specific buyers.
• Implement lead scoring to ensure quality: Lead scoring is fundamental to the lead management process. It enables marketers to gauge the quality of all captured sales leads and determine whether it’s time to nurture them or pass them to the sales team.
• Detect and prevent fraud: Utilising lead analytics software can offer insights into lead traffic, adjust filters, identify various types of fraud, eliminate lead duplication, and focus on acquiring leads that meet your criteria.
• Utilise ping post software: Businesses can gain advantages from employing Phonexa’s ping tree technology, facilitating lead distribution through Ping Post 2.0. As it can be fully tailored to address specific business needs, brands equipped with this software can deliver leads to multiple buyers with various filters and prices for every lead available in their lead management dashboard.

Prioritise Lead Management

It’s indisputable that every company must prioritise making impactful changes to its marketing campaigns, discovering new revenue opportunities, and successfully scaling its business. By integrating the appropriate lead management software, brands can evaluate how they monitor, assess, distribute, and sell leads online.

Book a consultation with one of Phonexa’s experts to discover how LMS Sync can elevate your company’s lead tracking, distribution, and analytics. Interested in expanding your program’s offerings to a subscriber list? Inquire about E-Delivery for email and SMS marketing.

Frequently Asked Questions