As data becomes increasingly more complex to process for performance marketers, the significance of artificial intelligence grows to be more essential.

The abundance of information available calls for careful handling, as mishandled data can result in uninformed decisions and unapplied analytics, leading to ineffective campaigns and missed revenue opportunities.

Erik Huberman, founder and CEO of Hawke Media, joined Phonexa CMO Talar Malakian on the debut episode of Amplify to talk about “How AI is Changing Marketing Without Losing the Human Touch.”

The duo discussed new ways in which marketers can leverage AI to optimize ad spending, identify trends, drive results, and refine marketing strategies with better accuracy and time efficiency.

Hawke Media is one of the fastest-growing marketing consultancies in the United States. Huberman has grown the company valuation to over $150 million by working with over 3,000 brands worldwide and expanding the company portfolio with Hawke Ventures and Hawke AI.

Huberman’s insights on the advancements of AI shed light on why the human touch is still needed to thrive in the competitive space of performance marketing. The key for affiliates, lead generators, and influencers alike is understanding that what an AI tool can do, and what it is needed to do, are two very different things.

As Huberman stated, “This all takes years; it’s not like tomorrow. I come across a lot of people really stressed out and a little over-focused on what’s the next tool. Just go build your business, go do the things you’ve been doing, and slowly add this stuff over time. Then, you’ll be fine.”

Let’s dive into Huberman’s insightful input and uncover some of the essential takeaways centered around AI and performance marketing.

Your Ultimate Guide to Using AI for Performance and Affiliate Marketing

Using AI Effectively to Optimize Marketing Efforts

The conversation started with an in-depth discussion on how marketers can leverage AI to avoid wasting time sifting through data to determine where problems are, and why they’re happening.

“All of that is easy to automate. We can get to the point where the four hours of research you do a day, we’re just going to give that back to you,” said Huberman. “So, instead of spending four hours on research and four hours on implementation, you can spend 30 minutes double-checking insights and go for seven and a half hours on implementation.”

For those skeptical of how AI fits with marketing initiatives reliant on the human touch, Huberman reiterated that AI automates processes that ultimately allow marketers to have improved and efficient use of their time and resources.

Ad & Content Creation That Maintain Tone & Brand Identity

The discussion then shifted to marketers using AI to create ads and content while keeping their tone and brand image intact.

“It’s a great way to get started. You can get some good ideas from it, but it needs a human touch still,” said Huberman. “We’ll sit here and go, ‘What’s a good tagline?’ and we’ll be like, ‘I don’t know. What about this? What about that?’ You just run it through ChatGPT, and it’ll come up with 30 taglines that fit this parameter, and then from there, you actually could get some good ideas.”

With regard to the trends brands are seeing with AI-driven offer development, Huberman suggests that marketers must clearly define how using AI-powered tools can actually benefit them before implementation.

“When you talk about offers, the reason offers need to work well — what’s going to get someone to buy? what’s going to get an affiliate to want to run it? — is AI can’t account for all that and how people are going to react to that yet,” said Huberman. “So, what it can do is see what the results are and maybe adjust, but at that point, you’ve already burned out a bunch of people and a bunch of affiliates. It’s not at a point yet where a computer can do that piece.”

Integrating AI into Your Brand

Huberman also explained best practices around integrating AI into a business.

“Don’t get super distracted by shiny objects and hear AI all the time and think, ‘We’ve got to change everything,’” said Huberman. “We’ve watched other agencies go full AI, and it’s not there yet. So congratulations, you just wasted a ton of attention, a ton of effort, a ton of sweat and tears to do no better than you were doing before.

“You’re in the hype cycle of AI right now — everyone has an AI tool. Most of this stuff is going to be a waste of time. There are going to be tools that are interesting, and we’re playing with some, but is that going to change the base of our business?

“Don’t get too stressed out on the fact that the whole world hasn’t shifted yet. There’s a lot coming, too.”

To learn more about upcoming Amplify webinars, connect with Malakian on LinkedIn.

Read our guide to learn more about using AI for performance and affiliate marketing.

As affiliate marketing continues to transform the way businesses promote their products and services, affiliate networks grapple with an array of challenges like how to manage payments on a global scale, navigating complex compliance regulations across different countries, and optimising the affiliate lifecycle.

After announcing a partnership with leading payables automation platform Tipalti to launch an integration that simplifies and automates global payment methods for its clients, Phonexa hosted the latest edition of its Amplify webinar series featuring Zach Svendsen, Tipalti’s Vice President of Alliances.

Phonexa CMO Talar Malakian led a discussion with Svendsen to tap into his wealth of experience and profound expertise by thoroughly examining the intricacies of optimising global payments.

Why is the topic so vital for discussion? A recent report found that 76% of finance executives struggle with manual tasks that consume an excessive amount of their teams’ time and effort, with 62% citing automated payments as a key area where applying digital technology is greatly needed.

Here’s a recap of the strategies Svendsen shared during the Amplify webinar, equipping you with the knowledge and tools to navigate the ever-changing affiliate marketing landscape.

Watch the recording of “Scaling Your Network: Payment Strategies for Influencers & Affiliates with Tipalti” by clicking here.

Common Challenges When Managing Payments On a Global Scale

Svendsen kicked off the conversation by shedding light on the challenges affiliate networks face when managing payments globally. He cited the payee experience as the biggest challenge networks encounter today.

“[The payee experience] has proven to be a make-it-or-break-it issue that needs to be addressed by most organisations because if it’s neglected, it negatively affects the payment experience, brand loyalty goes down, and you’ll lose affiliates,” said Svendsen. “Knowing your payees and giving them the best possible experience is critical to build trust, be authentic, and ultimately to succeed.”

As the affiliate marketing industry extends its reach across borders, businesses encounter complex challenges related to international payments. From currency conversion to tax regulations, navigating the global financial web requires careful consideration.

“Our customers tell us – and our partners too – that they need a white-glove experience for all their affiliates that looks and feels the same as what their network does, and it starts with the payee onboarding, which can be a really slow process,” said Svendsen. “Going into different countries, it’s difficult to maintain a lean operating model that scales … a lot of companies use multiple services [and] find that they have an inability to transact regardless if they’re using those services.”

Managing Compliance and Regulations Worldwide

Svendsen also cited fraud as another big challenge affecting most businesses.

“Companies are often on the hook for noncompliance penalties, tax penalties, and GDPR [violations],” said Svendsen. “It can be very expensive from a time consumption perspective, and it’s generally just a huge waste of resources.”

Svednsen identified compliance as a pivotal aspect of affiliate marketing. Each country has its own set of rules and regulations, making it essential for networks to stay on the right side of the law.

“It’s bigger than just the payment side of it – there’s a laundry list of things that need to be done as companies go global. The first thing is just understanding the [local] compliance requirements in each country where you’re operating,” said Svendsen. “It behoves a lot of [networks] out there to partner with a company or build their own in-house system that has strong controls and fraud detection, checking against [Office of Foreign Assets Control] and other sanction lists to avoid noncompliance penalties and improve financial controls.”

Leveraging Automation for Increased Efficiency

Automation is transforming the way businesses handle their affiliate networks.

Phonexa, for one, is leading the charge by giving customers who are already using Call Logic, LMS Sync, and Lynx the ability to automate a variety of accounting tasks for free by using Books360 – a perfect integrated platform that allows clients to pay publishers directly, and invoice buyers accurately, safely, and efficiently.

Svendsen asserted that by leveraging automated solutions, companies can streamline operations, reduce errors, and provide a smoother experience for affiliates.

“[When] building a tech stack, it’s important to understand if it can solve multiple needs for multiple departments … the first thing is making it easy for everyone to onboard,” said Svendsen. “We try to promote self-service and reduce the amount of time it takes to onboard someone and then reduce all the status enquiries, too.”

Svendsen shared that areas where automation can reduce payment errors and increase efficiencies include:

• Verifying bank information
• Proactive payment status communication, such as emails
• Validating tax IDs, W9s, W8s, and other forms to ensure tax compliance
• Generating 1099 and 1042-S forms for clients and their payees

“The ability to pay in multiple countries in multiple currencies shouldn’t be overlooked, especially when scaling globally,” said Svendsen.

The insights shared by Svendsen are crucial for transforming network payment processes to streamline payments on a global scale in the modern digital era. As we move forward, these insights and strategies are the cornerstones for navigating the ever-changing affiliate marketing landscape, setting the stage for a more efficient, compliant, and successful future.

Stay tuned for more in our ongoing Amplify webinar series, and continue to connect with us for the latest updates.

To learn more about upcoming Amplify webinars, connect with Malakian on LinkedIn.

In an age where every marketing dollar counts, the relentless onslaught of low-quality leads can cripple your campaigns and drain your budget faster than you can say “ROI.”

The digital landscape is rife with pitfalls – from fraudulent affiliates syphoning off your hard-earned cash to the ever-looming threat of misattributed customer conversions.

It’s a minefield out there, but there’s hope on the horizon. The topic of fraud detection was front and centre during the latest instalment of Phonexa’s Amplify webinar series, “Lead and Call Verification and Validation.”

Hosted by Phonexa COO Jeffrey Schaffer, the Amplify webinar featured IPQualityScore (IPQS) CEO Dennis Weiss and IPQS Sales Engineer Shea Craft as they unveiled the secrets to verifying leads to enhance lead quality.

But why is this topic so crucial? With digital ad fraud projected to cost a staggering $100 billion in 2023, as reported by Statista, advertisers are understandably hesitant to splurge on untested marketing methods as the risk is simply too high.

Let’s dive into the insights shared by the trio of performance marketing experts, from drained budgets and misplaced attribution to reputational damage and compliance issues.

Want to watch the recording? Click here.

Evolving Lead Fraud Trends

The conversation kicked off with a discussion on the latest trends related to lead fraud, with Craft detailing how affiliate fraud has evolved through the use of residential proxies.

“A new method of connection [is] using residential proxies, which are clean IPs that are being sold on marketplaces,” said Craft. “[The IPs have] been compromised through malware, or they’re just an ISP leasing bandwidth on this IP.”

Rather than programmatically stuffing an affiliate offer through a data centre IP, fraudsters can now use someone else’s IP, which would work just as effectively.

Weiss then described how this trend has evolved from hijacking or adding malware to devices for the purpose of using someone else’s bandwidth to proprietors giving out residential proxies. This has affected businesses of all sizes, from small companies to top Fortune-ranked companies.

“When we look at other companies – it doesn’t matter the industry, whether if it’s leadgen or e-commerce – we’re seeing that residential proxies are still happening in all of these companies, and most of them don’t even know what it is or how it’s happening,” said Weiss. “It’s ever-evolving and getting harder and harder to detect, so what do we do?”

Weiss then explained that IPQS first infiltrates those residential proxies before using a network of honeypots to connect to these residential proxies and detect them in real-time.

“We’re connecting to these residential proxies and IPs, and we’re able to detect them in real-time, so the freshest data is always coming into us, and no one else has that kind of connection that we do,” said Weiss.

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

Implementing a Lead Verification Process

Schaffer then steered the conversation toward lead verification, particularly the tools needed to remain competitive when running an affiliate network.

“The primary concern is balancing advertiser, or lead buyer, relationships with the needs of your affiliates or traffic partners – so, balancing traffic quality versus your campaign’s EPCs,” said Craft.

Craft then stated that when you introduce a lead verification process, there’s a potential risk that the traffic you allow through may create issues for your lead buyers or even your network, as you might end up covering returns while still compensating your affiliates for generating revenue.

“There has been, over time, a general shift [toward] improving the traffic quality because the administrative overhead of managing a lead programme eating those monthly returns is really not feasible, so a lot of people are looking for a solution to that,” said Craft.

In response, Craft shared that more and more affiliate networks are reaching out to IPQS for fraud detection solutions to improve buyer relationships.

“As the affiliate ecosystem evolves toward pushing cleaner traffic, it’s going to be [required] by lead buyers for you to have at least some sort of front-end lead verification protection,” said Craft.

Leave ad fraud behind and unlock profitability with clean lead management.

Detecting Fraud

The conversation then shifted to the common criteria used to detect fraud.

“A clear example would be, if you’re doing email validation, making sure that [an email address] is not temporary and making sure that they’re not using a disposable inbox so if you do any sort of list monetisation – or data monetisation in general – you [ensure] that every piece of data is deliverable,” said Craft. “On the phone validation side of things – which is important because contact rates drive the monetary value of leads as a whole – if you can’t call a customer to install a roof, if you’re calling disconnected lines or VOIPs that nobody’s going to [answer], then you’re just wasting your time, administrative overhead, and expenses.”

The inability to promptly detect fraud ultimately wastes an agent’s time and results in inefficient call centres.

Discover how to counter ad fraud and future-proof your affiliate network.

Advanced Tactics for Lead Segmentation

The conversation concluded with a discussion on advanced tactics related to lead segmentation based on quality and dynamically adjusting the verification process.

“In terms of advanced tactics, we would probably lean on our device fingerprinting – there [is] a lot of insight we can gain from the metrics that we can pull [from] a device fingerprinting session,” said Craft. “Based on those pieces of data – it may be the make and model of their device or even any sort of software inconsistencies – we can dynamically price a lead or reevaluate in such a way that maybe we [identify] higher value projects [coming] from somebody that has called in with maybe an iPhone or signed up with an iPhone versus Android or something in that nature.”

“At the end of the day, you want to make it as expensive for fraudsters as possible,” said Weiss. “So, you can use our tools [for] publisher signups [to] make sure that a legit person is who they say they are. If you make it expensive for them to buy emails or IP addresses and whatnot, then they’re not going to sign up for your platform and go somewhere else.”

The same strategy applies when selling leads.

“If fraudsters are [filling out] your leadgen forms…and you [utilise] tools to prevent that, it’s going to be more expensive for them,” said Craft. “They’re going to waste their bandwidth and they’re going to stop attacking you and they’re going to go somewhere else.”

As a result, affiliates can focus on generating more clean leads and increasing ROI.

Uncover best practises for fraud detection and identity verification.

The importance of reducing lead fraud cannot be overstated. In a world where every lead, every call, and every conversion matters, staying ahead of fraud and maintaining the highest lead quality is a must.

To continue the conversation and learn more about upcoming Amplify webinars, connect with Schaffer on LinkedIn.

With the dawn of a new era approaching in 2024, the digital marketing landscape is on the brink of a seismic transformation: the deprecation of cookies. These unobtrusive data bits have been the bedrock of online measurement, but their imminent departure has sent ripples of change throughout the tech and marketing spheres.

In the wake of this impending shift, Phonexa’s Amplify webinar series orchestrated an illuminating episode featuring Michael Jeter, Director for Google Cloud Enterprise.

Drawing from his extensive experience and deep-seated expertise, Jeter took centre stage to dissect the nuances of a cookie-less future with Phonexa CMO Talar Malakian.

With insights that bridged the gap between technological shifts and sustainable business strategies, Jeter delved into actionable approaches for navigating the post-cookie era while unlocking richer customer experiences. The discussion not only dissected the challenges but also illustrated pathways to future-proofing measurement approaches and fortifying data infrastructures.

Let’s dive into the perspectives and strategies unveiled by Jeter, from decoding the intricacies of the impending cookie deprecation to unravelling the threads of customer experience enhancement.

Want to watch the recording? Click here.

Addressing Challenges Related to Data Cleanliness

The conversation between Jeter and Malakian kicked off with a discussion about common symptoms of poor data quality and how to resolve these challenges.

“Most clients come to us, and they say, ‘Hey, we have all this historical sales data — or we have all this historical product information … we’ve heard all the buzzwords around segmentation, personalisation, becoming really hyper-focused on a particular segment of the market, increasing high LTV activation,’” said Jeter. “But the question that [clients] usually come back with is, ‘How do I do that?’”

Jeter then shared that while most marketers know the outcome they want to drive toward, they may not know how to get from point A to point Z. He advises most CMOs and CROs to start with a journey mentality in mind.

“First, there’s a data assessment that you can run and perform. And that can either be performed by Google Cloud, or you can actually have a partner come in and do a data readiness assessment,” said Jeter. “They actually look at a couple of different dimensions. The primary one that they look at is where does your data reside … and what’s the level of effort that it will take to actually make use of that information.”

Jeter stressed that a data readiness assessment is a crucial starting point for resolving issues related to data cleanliness.

“The second element that you have to look at is how clean or accurate is the information because there’s nothing worse than making decisions based on bad information,” said Jeter. “The next lens you have to look through is do we actually have the resources in-house to execute on this vision, or do we need to bring in partners.”

Preparing for Third-Party Cookie Deprecation

Jeter then touched on the varied reactions he’s received regarding the deprecation of third-party cookies.

The main concerns marketers and businesses have expressed to Jeter are:

• What does this mean for marketing my products and services to my clients?
• How effective will my marketing dollars be?
• What will be my return on ad spend?
• What will my marketing campaigns look like 24-to-36 months from now?
• How effective will those campaigns be?

“End users have been pushing for better transparency about what data is being collected [about] them and also for more increased privacy. Overall, the sentiment is mixed,” said Jeter. “There’s a massive push in the industry around first-party data and how smart we can get around the data that we own and have inside our organisation, and can we use that to supplement, augment, and provide better insights to our clients.”

Embracing a First-Party Approach to Data

Today, numerous enterprises primarily emphasise integrating first-party data into their core operations, according to Jeter.

“Imagine for a second that you aren’t running an organisation that was born in the cloud. You’re running an organisation that has some legacy to it,” said Jeter. “The idaea of leveraging first-party data could be a tough one because getting access to the information and actually making that data useful could present challenges.”

Jeter explained that the first step is to make first-party data central to what you do, how you operate, and how you market. The next step is analysing how that data is captured and creating a relationship with users that entices them to provide more information.

“It’s really starting with that foundation of saying first-party data is going to be how we run our organisation and our marketing engagement. And then the second is what are some other data sources that we can leverage to pull in to better inform who our client really is,” said Jeter.

Adaptation is the key to survival in the fast-paced realm of digital business.

The insights shared by Jeter during the Amplify webinar make one thing clear as we navigate the ever-shifting digital terrain: the future belongs to those who embrace change with knowledge and foresight.

To learn more about upcoming Amplify webinars, connect with Malakian on LinkedIn.

Want to watch the recording? Click here.

Did you know that Phonexa is available on Google Cloud? Learn more.

A web page serves as one of the most widely embraced means of engaging with clients or partners, attracting visitors, and establishing trustworthiness.

It’s not solely a platform for promoting products; rather, it’s a platform for constructing a meaningful online identity that deeply connects with our intended audience.

Source: Rachael Kay Albers

To excel in affiliate marketing, it’s essential to assemble the right affiliate marketing tech stack and use customisable, SEO-friendly, and performance-oriented web page design tools.

Affiliate marketing has become popular so fast due to its win-win nature – advertisers, brands, and solopreneurs drive traffic and increase earnings, while affiliates earn money for their marketing efforts.

In order to create a memorable and conversion-ready website, affiliate marketers need a fail-safe formula to make sure the front-end visualisation of web pages is exceptional.

Designing the way a website looks is important, but business owners and marketing pros also understand that how easy it is to navigate and make purchases is a big part of a website’s success.

With the help of professional web design tools, you have the power to shape the customer experience by gently directing visitors and clients toward the web pages that matter most to you.

Before we dive into the best web design tools, let’s take a moment to understand what these tools are and which types are essential to assemble the perfect affiliate marketing toolkit.

The Top Web Design Tools

So, what are web design tools? These are software applications or resources that web designers and developers use to create, design, optimise, and maintain websites.

These tools help streamline the web development process, making it more effective. Here are some common categories of online web design tools:

• Graphic design tools
• Website builders
• Content Management Systems (CMS)
• Front-end frameworks
• Back-end frameworks
• Prototyping and wireframing instruments

While there are numerous web design online tools available on the Internet, each offers unique features tailored for different needs. Moreover, they differ in how they organise specific tools and panels. We present you with a handpicked collection of essential resources that every affiliate marketer and web designer should have in their toolkit. We’ll analyse both paid and free web design tools.

Source: GIPHY

Adobe

Adobe web design tools are multifunctional and extremely powerful.

You can get an all-purpose suite of perfect design and development tools, including Adobe XD and Adobe Dreamweaver. Adobe XD integrates seamlessly with other Adobe products like Photoshop, Illustrator, and After Effects.

The platform offers a range of options essential for web design, such as:

• Artboards
• Layers
• Symbols
• Grids
• Guides
• Masks
• Gradients
• Shadows
• Animations

Adobe XD features a repeat grid tool for efficient duplication and editing of multiple elements simultaneously. It also boasts a voice prototyping feature for adding voice commands and responses.

You will make web design enjoyable with the features of Adobe XD. It has a single window that switches between design and prototype modes. It offers a contextual property inspector that adapts to the selected element and follows a more streamlined workflow.

Adobe tools for web design are available for both Windows and Mac, with a mobile app for design preview and testing on smartphones and tablets.

Canva

While primarily known for graphic design, Canva also offers web design tools capable of creating an attractive and breathtaking page.

Canva is perfect for those who want a visually stunning online presence.

Explore the key characteristics of the solution:

1. The user-friendly design platform is suitable for a broader range of users: non-designers, affiliate marketers, and small businesses can create diverse visual content, from social media graphics to presentations.
2. A drag-and-drop interface, pre-designed templates, and a collection of stock photos and illustrations, making Canva accessible to beginners. Canva offers basic free web page design tools and a paid Canva Pro plan with more advanced design instruments. Canva also has web design collaboration tools, but they are more limited compared to Figma.

Figma

Figma is one of the most popular cloud-based tools for web design with interactive prototypes and web and app user interfaces.

What is the best about Figma? The tool excels in real-time collaboration. Multiple users can work on team projects simultaneously on the same design file.

Figma offers a wide range of web design capabilities, including:

• Vector editing
• Advanced layout tools
• Design components
• The ability to create interactive prototypes.

Figma simplifies designer-developer communication by offering developer handoff tools. It provides both great free web design tools and paid plans for teams and individuals.

Wix

Wix allows users to create breathtaking websites with a drag-and-drop interface. One of the most responsive web design tools proposes many templates and features, making it suitable for beginners and small businesses.

Wix is a cloud-based website building and hosting platform with which you may create spectacular and efficient websites. The best part is that you don’t need extensive coding or technical skills.

This popular type of web design tool proposes:

• A variety of templates covering lots of industries or styles
• Extensive customisation options for fonts, colours, layers, and text
• App Market with applications and widgets
• Wide e-commerce and affiliate marketing capabilities
• Website security and hosting services
• Basic SEO (Search Engine Optimisation) tools
• A built-in blogging platform

WebFlow

Webflow is a web design and development tool that bridges the gap between design and code.

With it, designers for affiliate marketing companies can create responsive websites without actually writing code. Even with little coding knowledge, it is possible to produce an impressive web page.

Here are some interesting facts about Webflow:

1. Webflow offers a visually oriented design interface — you can see how your website will look in real-time as you develop it.
2. Webflow offers a CMS, particularly useful for blogs, e-commerce stores, and other content-heavy sites.
3. Webflow allows to create rich interactions and animations without writing code.
4. There are various hosting plan services for the web pages.
5. Webflow offers e-commerce capabilities: you can create online stores featuring product catalogues, shopping carts, and payment processing.

The no-code platform is also attractive for extensive educational resources through its “Webflow University.” This includes tutorials, courses, and web design best practises to help users get the most out of the platform.

WordPress

WordPress is the world’s most popular content management system (CMS), offering both ease of use for beginners and extensive customisation options for developers.

In 2003, WordPress was born as a personal publishing system by Mike Little and Matt Mullenweg. Today, it’s powered by PHP and MySQL, licenced under GPLv2, and used by over 43% of websites worldwide.

WordPress is focused on providing high-performance, safe-and-sound, and accessible software that empowers individuals and communities to share their storeys and ideas on the Internet.

Its web page design tools are favoured by plenty of users, from beginners to experienced professionals.

SquareSpace

Squarespace offers elegant and professionally designed templates that are easy to customise.

Squarespace is a playground for creating impressive websites with ease. It’s the go-to web design tool and platform for artists, entrepreneurs, and anyone with a creative spark.

Squarespace combines design, hosting, and essential website functions into a single platform for creating and managing professional websites.

Stunning templates, drag-and-drop simplicity, and built-in hosting make Squarespace a dream for crafting your online presence. Plus, it’s got your back with 24/7 customer support.

Whether launching a business, promoting affiliate products or services, or starting an online blog, Squarespace is where your website dreams become reality.

Shopify

Shopify provides all the tools necessary to set up an online store, making it a first-rate choice for businesses selling products online.

While it’s not a web design tool per sae, Shopify offers a platform and a set of essential instruments for affiliate marketers and businesses to create and manage online stores. Examine a few key points about Shopify:

1. The platform provides an intuitive and user-centric interface.
2. With Shopify, you can build fully functional online stores with professionally designed templates.
3. It offers responsive web design tools, assuring your shopping site looks and functions well on various devices.
4. Its e-commerce-specific features include product management, inventory tracking, order processing, and safe payment gateways.
5. Shopify has an extensive app store with numerous third-party apps and plugins like SEO optimisation, marketing tools, and customer support solutions.
6. Shopify provides marketing tools like email marketing, discounts, and abandoned cart recovery.
7. Shopify also provides a robust Point of Sale (POS) system for businesses with physical retail locations, allowing you to sync online and in-person sales seamlessly.

InVision

If you are looking for a web design tool that incorporates prototyping and cooperation tools, InVision is an excellent choice. It excels in developing interactive prototypes of web designs.

Designers can easily turn static design mockups into interactive and clickable prototypes and add interactive elements such as buttons, links, hover effects, and transitions for a more realistic representation.

InVision simplifies the collaboration process by enabling designers to share prototypes with clients, team members, and stakeholders. Reviewers can leave comments directly on the design, making it easier to gather feedback and make necessary revisions.

This web design tool can integrate with other popular tools like Sketch and Adobe XD, as well as project management and collaboration platforms like Jira and Slack.

Visme

Visme is a versatile web design tool that allows users to create not only websites but also other visual content. It’s great for those looking to tell storeys through visuals.

Visme is a versatile and user-oriented visual content creation platform. It allows users to design:

• Presentations
• Infographics
• Reports
• Social media graphics

With its drag-and-drop interface and a massive library of templates and assets, Visme makes it easy for users to create engaging and professional visuals. It also offers collaboration and data visualisation features.

Sketch

Sketch is a vector-based web design tool for macOS, favoured by many UI/UX designers. It proposes a large assortment of plugins and integrations for seamless design workflows.

Sketch offers a smart layout feature that automatically adjusts element size and position based on content, as well as provides customisation and flexibility options.

The solution is exclusively available for Mac and necessitates third-party apps or plugins for design preview and testing on other devices.

Sketch relies on extensions for enhanced functionality and compatibility with other tools like Figma, InVision, and Zeplin.

Marvel

Marvel is an app and web design tool that allows designers to create interactive prototypes and wireframes.

It’s a web and mobile app design and prototyping tool tailored to the needs of web designers and product teams. Marvel is known for its user-friendly interface and seamless integration with design workflows.

Here’s what you need to know about Marvel:

• Ease of use due to drag-and-drop functionality
• Creation of interactive prototypes
• Rich collaboration opportunities
• Design specs and assets for developers
• A high degree of flexibility

Marvel integrates with design tools like Sketch and Figma, allowing you to sync your designs in real-time. This ensures that your prototypes always reflect the latest design changes.

GIMP

GNU Image Manipulation Programme (GIMP) is an open-source raster graphics editor, similar to Adobe Photoshop. While it’s not a website builder, it’s essential for web designers and developers for image editing and optimisation.

It is often compared to Adobe Photoshop in terms of its functionality but stands out as free software, making it accessible to many users.

Examine some key points about GIMP:

1. GIMP is released under the GNU General Public Licence (GPL), which means it is free to use, modify, and distribute.
2. GIMP is available for multiple platforms, including Windows, macOS, and various Linux distributions.
3. GIMP offers a wide range of tools and features for image editing and manipulation: photo retouching, image composition, colour correction, layer masks, and adjustment layers.
4. The well-known platform proposes advanced filters, brushes, text instruments, high-bit-depth images, and colour profiles.

Bootstrap

Bootstrap is a widely used front-end framework that makes web development easier. It offers pre-designed components and CSS classes that adapt well to different screen sizes.

Originally created by Twitter and now maintained as an open-source project, Bootstrap has become a go-to choice for web designers and developers. It equips them with a handy collection of pre-made, responsive design elements and CSS styles to streamline their work.

Examine the key features and benefits of Bootstrap:

1. One of the standout characteristics of Bootstrap is its responsive 12-column grid system.
2. Pre-designed user interface components include buttons, forms, navigation bars, modals, and alerts.
3. While Bootstrap provides a default set of styles, it’s highly customisable.
4. Bootstrap comes bundled with a collection of JavaScript plugins, such as carousels, tooltips, and models.
5. The solution is designed to work seamlessly across various web browsers, including Chrome, Firefox, Safari, and Internet Explorer, ensuring broad compatibility.

Google Web Designer

Google Web Designer is a free website design tool for developing HTML5 content, including ads and simple websites. It’s a beginner-friendly option for those just starting.

Google Web Designer combines the best of both realms: user-savvy design tools and advanced coding capabilities.

Below are the principal attributes of GWD tailored for designers and affiliate marketers:

1. Intuitive interface: Simplifies design with drag-and-drop functionality, eliminating the need for extensive coding.
2. HTML5 and CSS3 support: Generates code compatible with modern web standards, ensuring seamless integration across devices and browsers.
3. Responsive design: Offers templates and tools for creating responsive layouts, and adapting content for various screens.
4. Interactive elements: Easily add animations and interactivity for engaging user experiences.
5. Ad creation: Specialised tools for creating dynamic and responsive HTML5 ads, ideal for online advertising.
6. Google integration: Seamlessly collaborates with Google services like Drive and Ads for project management and deployment.
7. Custom code: Allows advanced users to add custom HTML, CSS, and JavaScript for creative flexibility.
8. Real-time preview: Provides a live preview across devices and screen sizes before publishing.

Web Design Tools You Should Never Avoid

In the digital age, a well-designed website serves as your digital storefront and brand voice.

Affiliate marketers, in particular, understand the importance of a captivating online presence in their quest for success. But achieving this requires the right instruments, and we’ve presented you with the 15 best web design tools to help you on your journey.

These tools empower you to create websites that not only promote products but also resonate with your target audience.

From Adobe’s all-purpose suite to the drag-and-drop interface of Wix, from the real-time collaboration capabilities of Figma to the visually-oriented design of Webflow, these website design tools meet every need of an affiliate marketer.

Get Your All-Encompassing Affiliate Marketing Toolkit at Phonexa

Phonexa’s single operating solution for performance-based marketing helps create customised campaigns, improve the user experience, and drive revenue.

Improve your affiliate marketing campaign performance with Phonexa’s comprehensive software suite. Schedule an online consultation to unlock the best ways for marketing success.

Frequently Asked Questions

Get ready! The extensive array of affiliate marketing tools is poised to elevate your status in the field – or, at the very least, provide a significant boost. Prepare to discover a pathway to unprecedented affiliate marketing revenues and unwavering stability.

Despite the potential profitability of a well-executed affiliate marketing campaign, only approximately 15% of affiliate marketers earn £50,000 or more annually from their efforts, with 57.55% not surpassing £10,000 – a far cry from anticipated outcomes.

So, why is this the case, given the widespread buzz surrounding affiliate marketing?

The answer lies in the fact that many marketers lack the appropriate affiliate marketing tools, trailing behind the rapid evolution of the market. Subpar affiliate marketing tech stacks result in less effective campaign management and, consequently, missed opportunities for profit. Meanwhile, the industry continues to gain momentum, with the global marketing automation software market projected to reach £5.4 billion by 2023.

The remedy?

Here’ the solution: to consistently outperform the competition in affiliate marketing, it’s imperative to utilise the most advanced affiliate marketing tools and continually update your toolkit with newly emerging options (fortunately, they surface quite frequently, so your quest won’t be futile).

What do we provide?

• Foundational knowledge of the finest affiliate marketing tools
• Access to a categorised catalogue of the leading affiliate marketing tools

We wish we could offer more to ensure your success, but ultimately, it’s up to you to carve out your unique path in the affiliate marketing sphere. Should you find yourself veering off course, fret not: we have an entire team of marketing professionals ready to support you, along with a plethora of affiliate marketing guides to steer you back on track.

What’s your role?

Two things. Firstly, read this blog in its entirety to acquire a theoretical foundation. Secondly, utilise our extensive array of affiliate marketing tools to identify the ones best suited to your needs.

With that said, it’s time to delve into the unknown, unraveling the intricacies of the best tools for affiliate marketing step by step, commencing with a concise summary of the field.

Affiliate Marketing in a Few Words

Just in case you’re unfamiliar with affiliate marketing, here’s a brief overview:

• Affiliate marketing is a business model in which affiliates (also known as publishers; though there are minor distinctions between the two, they are irrelevant for now) promote products of a third-party company (referred to as a merchant) in exchange for a commission.

The affiliate marketing process may or may not involve an intermediary known as an affiliate network, which facilitates a favourable marketplace for both parties. However, whether an affiliate network is involved or not, the fundamental principle of affiliate marketing remains consistent: advertisers purchase leads, affiliates generate and sell leads, and both parties converge at a mutually agreeable value-price point to finalise a transaction.

That’s essentially it – you promote products for financial gain. Period, end of storey!

In reality, however, matters are considerably more intricate. Affiliate marketers expend considerable effort to attain their objectives, intensifying the competition.

Why Utilise Affiliate Marketing Tools?

You require sophisticated affiliate marketing tools to stand a chance amidst the fierce competition. You must be capable of automating and enhancing every aspect possible to maintain cost-efficiency on the battlefield. Otherwise, how do you anticipate outpacing someone who performs the same tasks as you but quicker, more precisely, and… simply better?

• Affiliate marketing tools even the playing field. They are no longer a clandestine weapon conferring an unfair advantage but an essential requirement. Automated affiliate marketing tools are pivotal to your success in 2023.

And these encompass not only affiliate link trackers, though they are indispensable too. There exists a plethora of other affiliate marketing tools at your disposal for your campaigns, ranging from renowned platforms like the Google Marketing Platform and Google Ads to myriad specialised ad analyzers, landing page creators, content optimisers, and beyond.

The game is intricate, but you have already embarked on the journey of enhancement.

Here are the 12 most sought-after types of affiliate marketing tools:

• Ad intelligence tools
• Web design tools
• Content tools
• Paid media tools
• SEO tools
• AI tools
• WordPress plugins
• Landing page builders
• Plagiarism chequers
• Referral software
• URL shorteners
• Web analytics tools

Ensure you familiarise yourself with all the categories and proceed to the dedicated reviews for the affiliate marketing tool categories you wish to learn more about.

Now, it’s time to unlock the treasure trove for you, commencing with ad intelligence tools.

Ad Intelligence Tools for Affiliate Marketing

Let’s pull back the curtain on ad intelligence first:

• Ad intelligence furnishes insights into your competitors’ advertising campaigns across various dimensions. Consider SensorTower, for instance: this ad intelligence tool can furnish comprehensive insights into competitors’ mobile affiliate campaigns, detailing where ads are positioned and their effectiveness.

Some refer to ad intelligence tools as spy tools, but you needn’t concern yourself with that. Any licensed ad intelligence tool will refrain from crossing legal boundaries, ensuring you can safely analyse fellow affiliates and advertisers.

SensorTower

SensorTower stands out as a well-regarded ad intelligence tool for affiliate marketing, with a primary focus on the mobile app ecosystem. It facilitates a deeper understanding of competitor advertising strategies, providing insights into:

• The variety of ads utilised
• Advertisement placement
• Estimated expenditure on ads

In addition to offering ad intelligence insights, you can also analyse rival apps, keywords, creatives, and additional aspects.

AdScan

AdScan emerges as one of the freshest ad intelligence tools tailored for affiliate marketing, boasting the largest repository of YouTube, TikTok, and Facebook adverts currently in circulation across various markets, all readily searchable and traceable. Think of AdScan as akin to Facebook Ads library but with enhanced trackability from a paid perspective.

AdScan furnishes a wealth of invaluable ad intelligence data, encompassing transcripts and estimations of ad expenditure for each advertisement creative, an AI-powered analysis elucidating the strengths and weaknesses of specific ads, and the functionality to bookmark ads for future reference using the Chrome extension.

Here’s your definitive lineup of ad intelligence tools for attaining success in affiliate marketing.

Web Design Tools for Affiliate Marketing

Web design tools for affiliate marketing encompass an array of specialised and renowned website and landing page builders, image editing software, design utilities, CSS frameworks, plugins, heatmap tools, and other resources aimed at optimising your online presence.

• With a plethora of web design tools at your disposal, you can select the level of intricacy and optimisation for your website, ranging from robust content management systems such as Drupal, WordPress, and Joomla to user-friendly automated website and landing page builders.

The finest web design tools for affiliate marketing can aid in enhancing page loading speed, ensuring mobile responsiveness, and offering insights into integrating keywords for improved search engine rankings.

Adobe

Renowned in the design realm, Adobe stands as a prominent figure, offering an extensive array of products tailored for designers, including Adobe XD, Adobe Photoshop, and Adobe Illustrator, each boasting unique advantages:

• Adobe XD
  • Facilitates website and landing page design
  • Allows for testing CTA locations and customer journey
  • Ensures the appropriate design of affiliate offers

• Adobe Photoshop:
  • Enables the creation of affiliate banners, ads, and other visual content
  • Optimises image size to enhance website loading speed

• Adobe Illustrator:
  • Facilitates the design of branding elements such as logotypes and icons
  • Aids in crafting high-quality promotional graphics

With Adobe’s suite of tools, you can craft visually stunning websites, blogs, or landing pages that captivate your visitors, fostering higher engagement and conversion rates. Equally significant, you project a professional image, positioning yourself as an industry authority.

Wix

Bringing together a collection of over 800 designer-made templates, Wix empowers you to effortlessly drag and drop elements onto your website, tailoring it for both users and search engines. Moreover, you can craft bespoke landing pages for specific affiliate marketing campaigns, seamlessly integrating features such as payment gateways or shopping carts. This comprehensive platform also offers an SEO toolkit, web hosting services, and bespoke domain names.

Below is your definitive list of web design tools essential for achieving success in affiliate marketing.

Content Marketing Tools for Affiliate Marketing

Regardless of whether you utilise affiliate links, banners, or videos to attract customers, two elements are crucial for success: compelling content with a unique value proposition and the appropriate content marketing tools to expose your content to the target audience.

• Apart from social media, the primary channels for promoting business in affiliate marketing include blogs (27.8%), review sites (18.7%), coupon sites (14.8%), newsletters (7.2%), and editorial sites (6.5%).

Fortunately, most content marketing tools for affiliate marketing not only aid in promotion but also facilitate content creation and customisation. AI-driven writing assistants such as Grammarly rectify errors and ensure content originality, while comprehensive content marketing platforms like HubSpot assist in aligning content marketing strategies with other business avenues.

Canva

The largest web design platform in affiliate marketing, Canva offers a comprehensive suite for designing various website elements, excluding the website itself (Canva leans more towards being a graphic design tool rather than a website builder). With its extensive library containing hundreds of templates and elements, along with a drag-and-drop editor, you can assemble your design effortlessly in just a few clicks.

Here are some of the content types you can design using Canva:

• Infographics
• Social media graphics
• Guides and e-Books
• Banners and ads
• Print materials

Canva also operates a design school, providing a helpful starting point for web design endeavours.

BuzzSumo

BuzzSumo serves as an intelligence and content marketing tool, aiding in the discovery and analysis of trending topics, popular ideas, and niche influencers. Alongside competitor analysis and content discovery, you can configure alerts for specific domains or keywords to promptly respond to shifts and changes in the content market. Moreover, the Question Analyser feature helps identify the most prevalent questions posed on platforms such as Quora.

Utilising BuzzSumo can enhance your strategic positioning, guide content creation, and amplify the visibility and engagement of your content.

Below is your definitive list of content tools for achieving success in affiliate marketing.

Paid Media Tools for Affiliate Marketing

While organic exposure holds value, it often falls short in generating the desired attention for promoted products. Therefore, it’s essential to combine organic advertising tools like SEO with paid media tools for affiliate marketing.

From pay-per-click (PPC) ads to display ads to social media ads, paid media tools aid in expanding reach, boosting engagement, and increasing conversions, often resulting in revenues that surpass the costs of paid campaigns.

• Consider Facebook Ads Manager, an in-house tool for managing Facebook and Instagram ads, as an example. It facilitates targeting, attracting similar audiences, retargeting website visitors, and implementing bidding strategies to maximise the efficiency of paid ad campaigns.

Alternatively, standalone tools like Acquisio leverage AI technologies such as machine learning to enhance the effectiveness of paid media campaigns. The options are vast and varied.

Google Ads

Google’s online paid media advertising platform, Google Ads, offers premier advertising opportunities across its search engine, YouTube, partner websites, and more. Utilising Google Ads allows you to engage with the broadest audience using your most impactful ads, be it search ads, display ads, shopping ads, video ads, or other supported ad formats.

Among its features, you can utilise:

• Keyword Planner to comprehend the impact of specific keywords on your ads
• Conversion tracking tools to trace the customer journey

Google Ads operates by bidding on audiences and keywords to activate ad displays.

Below is your definitive list of paid media tools for achieving success in affiliate marketing.

SEO Tools for Affiliate Marketing

SEO tools for affiliate marketing play a vital role in attracting organic traffic, enhancing website visibility, and ensuring your content reaches the appropriate audience at the optimal time. Additionally, SEO tools aid in refining your website structure, backlinking strategies, and local targeting efforts.

SEMrush

SEMrush presents itself as another versatile affiliate marketing tool that provides SEO insights alongside social media marketing capabilities. On the SEO front, SEMrush covers a wide spectrum of optimisation tasks, offering services such as keyword research, competitor analysis, local and on-page SEO, as well as link building tools and more.

Here’s your definitive list of SEO tools for achieving success in affiliate marketing.

AI Tools for Affiliate Marketing

Artificial intelligence tools for affiliate marketing offer remarkable efficiency, performing tasks at speeds and levels of precision beyond human capability. Even free AI tools for affiliate marketing can generate text and visual content, make data-driven predictions, interact with referrals, and automate and optimise marketing efforts across various channels.

Here’s your comprehensive guide to utilising AI for affiliate and performance marketing.

According to Statista, marketing professionals widely employ AI to enhance customer experience by predicting customer behaviour and needs (60%), identifying common customer journeys (47%), enhancing omnichannel messaging (45%), and numerous other purposes.

ChatGPT

As a pinnacle of deep learning technology, ChatGPT can assist with content creation, customer support, market research, and language translation. Accessible through integration with your chatbot or standalone at https://chat.openai.com/, this record-breaking assistant is utilised by nearly 1.5 billion individuals monthly. Evolving from GPT-3.5 to GPT-4, it offers unparalleled capabilities.

Here’s your definitive list of AI tools for affiliate marketing success.

WordPress Plugins for Affiliate Marketing

Powering 43% of all existing websites, WordPress can achieve even greater heights when augmented with plugins. Among WordPress’s most crucial affiliate marketing tools are plugins, which enable you to enhance your affiliate links, automatically embed them into keywords, and monitor and analyse clicks, among other functionalities.

Pretty Links

One of the finest affiliate marketing plugins available for WordPress, Pretty Links lives up to its name by shortening affiliate links to make them more enticing to click. Additionally, Pretty Links offers the functionality to customise URL slugs and provides link tracking and reporting features.

This plugin comprehensively handles links and URLs, enhancing their contribution to your affiliate success. Notable features include toggling no-follow attributes, link redirection, automatic keyword substitution, scheduled link expiry, and more.

Here’s your definitive list of WordPress plugins to ensure success in affiliate marketing.

Landing Page Builders for Affiliate Marketing

Landing page builders tailored for affiliate marketing focus on merging user-friendliness with desired levels of features and customisation for your website. A diverse array of builders is available, ranging from straightforward drag-and-drop editors to sophisticated CRM platforms like HubSpot, empowering users to create landing pages, blogs, and websites without necessitating technical expertise.

Unbounce

Unbounce stands out as a haven for creating landing pages, offering an extensive selection of optimised templates, an intuitive drag-and-drop builder, and a plethora of useful features such as dynamic text replacement, lead form creation, pop-ups, and more. To gain a comprehensive understanding of Unbounce metrics, you can seamlessly integrate it with Google Analytics and similar tools.

HubSpot

HubSpot, a titan in the realm of online marketing, doubles as an exceptional landing page builder for affiliate marketing. It boasts drag-and-drop templates, customisable landing pages, blogging tools, and beyond.

HubSpot is really a platform to cover your marketing from A to Z. Even the free plan includes tools for email marketing, forms, landing pages, blogs, and live chat.

Here’s your definitive list of the finest landing page builders to ensure triumph in affiliate marketing.

Plagiarism Chequers for Affiliate Marketing

Plagiarised content not only lacks engagement but also suffers in search engine rankings. Plagiarism chequers for affiliate marketing guarantee the ethicality of your content and ensure your writers invest genuine effort. With plagiarism chequers like Grammarly, you can swiftly scan your content, identifying potential sources of plagiarism within seconds.

Grammarly

Fuelled by NLP technology, Grammarly emerges as a premier writing assistant for detecting typos and rectifying grammar, punctuation, and spelling errors, especially if you lack the finesse of a professional wordsmith. Grammarly proves invaluable when scrutinising copious amounts of content while ensuring its authenticity.

Grammarly boasts compatibility with nearly every device and platform. As a browser extension, it can serve as your steadfast writing companion in day-to-day correspondence, encompassing emails and chat messages.

Here’s your definitive list of plagiarism chequers for achieving success in affiliate marketing.

Referral Software for Affiliate Marketing

Referral software for affiliate marketing finds more utility among advertisers and affiliate networks rather than individual affiliates, streamlining affiliate management and consolidating operations to provide a comprehensive overview of your affiliate marketing strategies.

Referral software encompasses various functionalities, aiding in the administration of affiliate programmes, tracking affiliate links, disbursing payouts, tailoring payout structures, onboarding affiliates, managing cookies, and detecting fraud.

Speaking of affiliate marketing fraud, here’s a quiz to assess your proficiency in preventing marketing fraud.

ReferralCandy

ReferralCandy presents itself as a tool for affiliate marketing, encouraging users to invite referrals to your products, thereby facilitating word-of-mouth marketing for advertisers and creating an additional income channel for affiliates. The entire referral process is automated, from sending invitations to issuing rewards.

Here’s your definitive list of referral software for achieving success in affiliate marketing.

URL Shorteners for Affiliate Marketing

Short and descriptive URLs not only enhance visual appeal but also convey valuable information about the content. URL shorteners for affiliate marketing serve to streamline your URLs while incorporating relevant keywords to attract more clicks.

Bitly

Bitly, primarily focused on shortening URLs, also offers the option to create branded URLs like “yourbrandname.link/xyz” and customise URL slugs, enhancing the professionalism and informativeness of your URLs. The service provides comprehensive analysis for every shortened link, including click data, geographical location, and the device used by the clicker.

Here’s your definitive list of URL shorteners for achieving success in affiliate marketing.

Web Analytics Tools for Affiliate Marketing

Web analytics tools for affiliate marketing serve as the primary source of insights, offering the potential to unlock every aspect of website traffic and customer activity data. From monitoring traffic sources to analysing user behaviour to conducting A/B tests, web analytics tools play a crucial role in every facet of affiliate marketing.

Google Marketing Platform

Google Marketing Platform brings together a range of proprietary marketing and analytic products, catering to the needs of both affiliates and advertisers. With Google Analytics, a component of the Google Marketing Platform, you can delve into the complete on-site journey and every touchpoint of a specific customer, from their path to conversion to their interactions before leaving the site.

Here’s your definitive list of web analytics tools for achieving success in affiliate marketing.

Acquire Your Comprehensive Affiliate Marketing Toolkit at Phonexa

Phonexa provides affiliate marketers with precisely what they need – a comprehensive suite of affiliate marketing software that consolidates diverse campaigns into a single dashboard, seamlessly connecting clicks, calls, and revenue. With eight proprietary marketing solutions, Phonexa ensures that every customer journey is tracked from start to finish.

Secure your affiliate marketing software suite now, or book a demo to learn more about how Phonexa can supercharge your business.

Frequently Asked Questions

What affiliate marketing tools make up a winning marketing stack?

The ideal set of tools for affiliate marketing varies depending on whether you’re an affiliate, advertiser, or part of an affiliate network.

Affiliates may access affiliate marketing tracking tools offered by their partner advertisers or affiliate networks. Additionally, affiliate networks might supply creatives such as ads, landing pages, and visuals to enhance performance and increase commissions.

However, it’s often more dependable to handle things independently rather than relying on third parties.

Consider the following affiliate marketing tools to enhance your strategy:

• Ad intelligence
• Web design tools
• Content marketing tools
• Paid media tools
• SEO tools
• AI tools
• WordPress marketing plugins
• Landing page builders
• Plagiarism and AI content chequers
• Referral marketing software
• URL shorteners
• Web analytics tools

Certain platforms incorporate most of these features within their ecosystems. For instance, Phonexa combines click tracking software Lynx with seven other performance marketing tools, providing comprehensive marketing solutions from a single intuitive dashboard.

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

Trusted Caller ID Secures Safe Outbound Traffic

The “Trusted Caller ID” feature in Cloud PBX allows you to whitelist phone numbers that have been reserved in our system for outbound dialling and to continuously monitor and maintain a high reputation for the reserved phone numbers with carriers to prevent them from being marked as spam on the receiver’s side.

It is a powerful service clients leverage to make sure their outbound traffic is marked as safe, ensuring smooth and successful communication.

The feature first needs to be enabled in System Subscriptions. After enabling it, the service then needs to be activated per phone number.

Reserved phone number from the system

New phone number reservation

Learn More: Trusted Caller ID

Redesigned System Subscriptions Page

As part of our ongoing commitment to enhance the user experience, we’ve redesigned the System Subscription page. The new design features streamlined navigation, enhanced visibility, and simplified subscription management.

We’ve also reorganised the layout into Core features and Additional features to make it easier for you to find and manage your subscriptions. We believe these changes will significantly improve your ability to manage your subscriptions with ease and transparency, and to stay up to date with the latest features, their pricing, and easily activate/deactivate your subscription with just a few clicks.

Redesigned Support Centre

We’ve redesigned our Support Centre to give it a modern look that provides a clean and intuitive interface, making the process of finding and getting help easier than ever.

The quick links ensure easy access to the resources you need, including System Subscriptions, Integrations, Project Settings, and Event Notifications.

The live chat integration facilitates real-time, 24/7 personalised support, and the improved navigation enables access to System Updates, Knowledge Base, and more.

Control Panel: Copy Table Cells for Reports

And finally, we have a new feature of copying table cells – just enable the feature in the My Profile section and enjoy! Easily copy the data from individual cells, rows, and columns with just a few clicks and maintain the original formatting of your data when you paste it elsewhere.

Here’s how to use it:

1. Press Control and/or Command
2. Select the cells with your mouse
3. Copy and paste

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

Customer data is a nuanced aspect with varying meanings for different companies, depending on the context. A brand’s proficiency in capturing, organising, and activating customer data serves as a tool to address diverse enquiries and mould customer experiences.

A comprehensive and interconnected approach fundamentally empowers marketing experts to revolutionise how brands engage and interact with consumers. Essentially, having appropriate data helps marketers set practical and achievable goals.

The prevalence of tracking in digital marketing contributes to over 70% of Americans sensing that their online activities are extensively tracked and analysed by advertisers, tech companies, and other businesses.

Conversely, tracking has empowered brands to furnish consumers with a more personalised experience, anticipate user intent, and uncover avenues for growth.

In light of the decline of third-party cookies, businesses must be prepared with alternatives that facilitate more compliant data collection. Here’s a guide on constructing and utilising a first-party data strategy to enhance digital experiences.

What Constitutes First-party Data?

Before delving into the complexities of capturing and utilising this type of data, let’s zero in on the definition of first-party data.

First-party data, also referred to as 1P data, comprises information directly collected by a company from its audience. The term ‘first-party’ designates the entity that gathers data points to construct customer profiles for their marketing campaigns.

Marketing with first-party data empowers companies to address each customer’s interests and needs. By having access to detailed data such as consumer preferences, digital interactions, purchase history, and behaviour, brands can deliver personalised experiences based solely on the data their customers willingly share.

Departing from strategies centred around third-party data can foster transparency and boost consumer trust in their brands. In the past, overreliance on 3P data led to advertisers tapping into only 40% or less of their company’s first-party data potential.

                                                                          Source: eMarketer

Today, first-party data remains a work in progress for many businesses, with challenges that marketing experts are still working to overcome.

Hurdles in Utilising First-party Data

Here are some of the prevalent challenges marketers encounter when seeking to leverage customer data:

• Creating customer profiles: Consumers typically interact with brands across various channels and platforms. Businesses can attain a unified customer view and personalise marketing messages only by amalgamating data across channels and consolidating multiple customer profiles.
• Forming audience segments: Brands aiming to transition from a 3P data strategy must build or expand their first-party data collection. When executed effectively, they can delineate and generate audience segments based on user interactions. Moreover, such segmentation can assist companies in monetising their websites or mobile apps more effectively.
• Devising actionable data strategies: Strategy historically guides the entire process. This is why companies need to comprehend the resources and data they must collect. Subsequently, they can tailor the strategy for every touchpoint and map it across the customer journey.

Formulating a first-party data strategy might seem like a complex endeavour. However, reassessing your practical strategies can be the key to establishing more direct relationships with your audience and effectively conveying how your customers will benefit from sharing their data.

Strategies for First-party Data Collection

79% of American consumers are concerned about sharing their personal information online. At times, such privacy apprehensions can dissuade clients from engaging with or making purchases from a company.

Recent changes to third-party cookies underscore businesses’ need to invest in data transactions that deliver value, employ a data management platform, and centralise all CRM and tracking data.

Source: IAB

Acknowledging that consumer data is a privilege that companies should continuously earn is vital. With brands now obligated to be transparent about data collection, they must obtain consent from customers to track and utilise their personal information.

Here’s what brands can do to establish a value exchange, entice consumers to opt in, and boost customer retention:

• Clearly communicate the reasons behind data collection and usage
• Ensure transparency by empowering customers to control their privacy settings
• Emphasise the benefits of sharing data, such as an enhanced customer experience, exclusive offerings, loyalty programs, etc.

From the business perspective, brands must effectively capture and manage 1P data. This way, they can construct compelling touchpoints, deliver more pertinent client experiences, and fortify customer relationships.

If you missed our recent article discussing the impending shift from CCPA to CPRA, cheque it out here to learn how these changes will impact your company’s data compliance efforts.

Let’s delve into a closer examination of three essential activities crucial for successful first-party information capture.

1. Establish a Foundation for Data Management and Acquisition

Identifying inefficiencies and closing gaps in the data and analytics structure can assist businesses in managing, integrating, and formatting data effectively.

Efficient integration serves as the bedrock for leveraging consumer data. This underscores the significance of marketing professionals implementing robust data acquisition processes and specific technologies like LMS Sync – Phonexa’s lead management solution – to tap into audience insights, derive value from every lead, and recalibrate marketing strategies.

2. Implement Tailored Approaches to Data Collection

Privacy concerns prompt customers to scrutinise the details of every privacy policy, necessitating organisations to articulate how they employ consumer data. The primary objective for a company addressing consumer privacy is to ensure customers comprehend its data capture methods.

Offering the audience more control and education regarding data privacy stands out as one of the principal ways to earn their trust.

Source: Gartner

After gaining customer trust, companies can collect 1P data through website tracking pixels, CRM, marketing automation solutions, and Data Management Platform (DMP).

In essence, adhering to best data privacy practices and ensuring compliant data collection can assist brands in enhancing customer experience across their marketing channels.

3. Develop a Convincing Value Proposition

Encouraging customers to share personal information often necessitates value propositions such as transactional rewards, incentivised offerings, or loyalty programs.

Brands have various opportunities to learn about customers. For example, leveraging a post-purchase customer experience enables companies to gather insights about the client and the product, enhancing marketing and business communication. Additionally, retargeting campaigns and 1:1 communication through social media, phone calls, or email can also streamline consumer data capture.

In summary, marketers must adopt a more sophisticated approach to data utilisation and a more granular strategy for capturing it. Elevating engagement through owned marketing channels will undoubtedly reduce friction, improve customer retention, and reveal opportunities for gathering valuable data.

First-party Data Sources

In the present landscape, consumers wield greater control over their experiences. They engage with brands across an array of devices and channels, prompting businesses to continually forge new touchpoints and personalise these engagements.

Harnessing first-party data aids marketers in shaping and refining the customer journey, which encompasses three fundamental stages:

1. Establishing connections and fostering repeat customers.
2. Cultivating emotional relationships to enhance customer lifetime value.
3. Delivering exemplary customer service to combat attrition.

Each stage contributes to honing a brand’s customer-centric approach and ensuring customer satisfaction. Nevertheless, accumulating a substantial volume of first-party data and its optimal utilisation necessitate a strategic approach to digital interactions and data origins.

Let’s delve into a more detailed exploration of some of the premier sources of 1P data.

Utilising First-party Data for Marketing Success

1P data forms the foundation for comprehending and establishing connections with customers. Nevertheless, a significant number of marketers still lack suitable data strategies and technologies to unlock its complete potential.

The following outlines how businesses can employ first-party data for marketing purposes and activate customer data to propel business growth.

Determining the Optimal Utilisation of First-party Data

Setting goals is a top priority for any company aspiring to formulate or implement a first-party data strategy. Businesses should commence by discerning how they intend to communicate with customers through their brands and the offerings they wish to present.

Consider addressing the following queries to ascertain the primary marketing goals that will assist in crafting a successful strategy:

• What constitutes an outstanding omnichannel experience for your customers?
• How can you initiate real-time personalisation?
• What captivates your audience?
• To what extent can you identify trends and comprehend specific customer behaviour?
• Can you gain a clear insight into first-party data?
• How do you re-engage customers who abandoned a conversion flow?

Develop a Strategy for First-party Data Collection

Mastering the art of gathering first-party data is the cornerstone of an omnichannel strategy. It contributes to enhancing customer loyalty, retention, and satisfaction for companies.

The initial step for businesses is constructing a data roadmap outlining the necessary initiatives to achieve predefined objectives. This tangible outline typically encompasses deliverables, action plans, strategic goals, gap analysis, investment priorities, and more. The roadmap facilitates the creation of a seamless path to purchase, enabling clients and prospects to explore products and discern their desired outcomes effortlessly.

Seek Permission for Data Collection

It’s common knowledge that businesses must be transparent regarding data collection. Securing your target audience’s comprehension of the reasons, benefits, and your brand’s obligations associated with first-party data collection is pivotal for the brand’s well-being and future growth.

Transparent data collection isn’t solely about grappling with intimidating acronyms such as IDFA, GDPR, or CPRA. It is fundamentally about instilling trust and cultivating enduring customer relationships.

Cheque out our recent article detailing the impacts of CPRA implementation on how businesses manage consumer data, effective from January 1, 2023.

Experiment, Refine, and Reassess

The learning, experimenting, and refining process is perpetual for marketers engaged in first-party data collection.

Dedicating time and energy to testing is crucial. It assists brands in discovering the most productive methods for gathering customer data and fine-tuning the utilisation of 1P data. A/B testing of ad creatives, email templates, or campaigns is a valuable practice to gauge the target audience’s response.

Use Cases for Marketing with First-party Data

A comprehensive understanding of the entire buyer journey is pivotal for marketers seeking to enhance a brand’s overall marketing efficacy.

The strategic integration and activation of first-party data across all touchpoints empower brands to adopt a more customer-centric and triumphant approach. A case study presented below illustrates how the collection and adept use of first-party data, coupled with the right martech stack, can significantly impact brand consideration and customer experience.

Another compelling illustration showcasing the potential of prioritising first-party data in propelling business growth is the case study of Kia’s transformation into a more customer-centric enterprise.

For Kia, leveraging customer data involved formulating cross-channel marketing strategies, pivoting from car dealers to end-users, identifying the necessity for novel website features, implementing cutting-edge tech solutions, and much more. This journey is just a glimpse into the company’s ongoing digital transformation as it navigates the landscape of privacy-centric practices.

Grasping First, Second, and Third-party Data

Let’s recap our understanding of first-party data and delve into the key distinctions between first, second, and third-party data.

Key Insights: First-party Data

• First-party data constitutes the information gathered by brands from their customers.
• It encompasses digital interactions, subscriptions, customer preferences, in-store purchase history, cross-platform data, etc.
• Marketing automation solutions, CRMs, DMPs, or website tracking pixels can facilitate the collection of first-party data.
• First-party customer data is instrumental in acquiring audience insights, personalising content and advertisements, predicting purchasing behaviour, and adhering to the latest privacy regulations.
• It ensures data quality, accuracy, and relevance.

Second-party Data

Second-party data is essentially another company’s first-party data, which the company chooses to sell or share with another entity.

Here are several instances of second-party data:

Comparing First-party Data and Second-party Data

Certainly, each of the three categories of customer data carries its own advantages, drawbacks, and distinctions. Let’s examine the key characteristics.

Here are some primary advantages of second-party data:

• Enhanced insights into existing customers and prospects
• Improved targeting capabilities
• Opportunity to broaden a company’s marketing reach
• Insights into similar audiences

Key drawbacks of using second-party data:

• Varying standards of data collection and management
• Limited knowledge of data quality
• Potential issues with data integration

In comparison, it’s evident that companies utilizing second-party data lack both exclusive ownership and the competitive edge provided by first-party data.

Third-party Data

Third-party data is information acquired from an external broker, a third party that did not originally collect the data but aggregated it from diverse sources. This data typically stems from online social media interactions, search history, or online transactions.

Here are a couple of instances of third-party data use:

• A ski resort aiming to advertise in Utah purchases information from a broker or marketplace on local internet users.
• A customer support team can utilize pertinent third-party data points to better understand customer needs and enhance service quality.

Comparing First-party Data with Third-party Data

Considering its nature, third-party data can encompass a variety of insights that might not be matched even by first-party data. However, there’s a caveat: the methods employed to collect it.

There is no way to verify whether a third party was adhering to data privacy laws while gathering customer information, which is one reason why the use of such data is frequently restricted.

Let’s delve deeper into the advantages and drawbacks of using third-party data.

Here are some of the primary advantages third-party data offers:

• Helps in expanding upon existing customer profiles.
• Provides additional audience insights.
• Often distilled into audience segments.

DIsadvantages of using third-party data:

• The use is often restricted
• Data may lack uniqueness
• Parts of datasets can be of low quality
• Lack of transparency in data collection
• Possible issues with data integration

From a business standpoint, utilising third-party data can be risky due to the lack of transparency in data collection. Besides the risk of breaching data privacy, the information might lack uniqueness.

Since competitors can purchase the same datasets from brokers, you might likely disregard this data and concentrate on capturing relevant and valuable first-party customer data.

Uncover the Potential of First-party Data

It can’t be overlooked that third-party data fails to sustain success, prompting brands to seek ways to obtain distinctive and pertinent consumer data. Many astute marketers concentrate on reshaping their brands into customer-centric entities, amplifying the use of first-party data, and crafting data-driven strategies.

Book a consultation to learn how Phonexa’s suite of marketing automation solutions can help you build customer profiles, gain audience insights, and recalibrate your marketing strategy.

Frequently Asked Questions

When considering investments in martech, brands dedicate 26% of their marketing budget, even in uncertain times, covering both essential and desirable martech tools.

While the distinction between the two may seem clear, rapidly evolving consumer behaviour and the surge in customer communications have transformed even some ostensibly optional functionalities. In certain cases, these functionalities align with core martech components like web analytics, CRM, and call tracking.

An enterprise’s ability to navigate the marketing technology landscape relies on various factors, including a well-integrated stack. Undoubtedly, having all the necessary technology in place is crucial. This is particularly true for brands allocating a small portion of their budget to driving sales calls. What they truly require is an efficient call tracking tool.

Here’s why employing a call tracking marketing solution is vital for revenue growth and the scalability of your business.

Understanding The Significance Of Call Tracking

In today’s landscape, consumers hold higher expectations and increasingly stringent standards for client service and support. This is one reason why brands often adopt an omnichannel approach to the customer experience, consolidating data from various channels such as emails, live chats, and phone conversations.

Businesses need all the essential customer data to refine a buying journey and tailor CTAs. Call tracking enables enterprises to achieve closed-loop attribution, acquire crucial data, establish caller profiles, and more. In other words, it provides them with an opportunity to see the complete picture.

Furthermore, call tracking aids marketing experts in identifying which campaigns generate the most calls, monitoring specific initiatives through dynamic phone numbers, and evaluating the current and future marketing capabilities of the company.

As previously mentioned, evaluating cross-channel performance is vital for any enterprise. Therefore, it’s not uncommon for businesses to seek platforms or software that can help answer fundamental questions, such as:

• Which ads prompt most of the calls?
• Can I identify the keywords that bring more leads and trigger more calls?
• How effective are my landing pages?
• Which campaigns have the best ROI?

Today, measuring your marketing impact is crucial for the viability of your organization.

Phonexa’s call tracking software, Call Logic, accomplishes precisely that. For example, brands frequently use keyword tracking to evaluate campaign performance at the keyword level. This way, they can determine which conversion keywords attract their prospects and refine their funnel.

Multi-channel attribution is one of the many fundamental components of call tracking software. Here’s why it’s essential for any business:

• Its transformative potential can revolutionize a multi-channel strategy.
• Enterprises can automatically track calls and precisely identify lead sources.
• It provides the capability to understand clients’ needs and predict their behaviour.

Call tracking software is a reliable way to identify all the contact points and manage the customer lifecycle.

Unlocking Reporting and Analytics Proficiency

Like any modern business, you’ve likely contemplated creating a tracking strategy. However, let’s acknowledge that any effective plan involves real-time reporting and analytics. The absence of these components could spell doom for your company.

Sophisticated reporting and analytics functionalities are frequently integrated into call management software. This empowers brands to evaluate all the gathered information, optimise the utilisation and significance of acquired data, and expedite their analysis. Consequently, enterprises can comprehensively examine traffic sources, trends, call volumes, keywords, and approaches.

Now, let’s delve into a detailed exploration of the advantages these features provide.

Keep Your Company Up To Speed

Capitalising on real-time reporting enables the continual monitoring of each incoming call, displaying details such as duration, hang-ups, missed calls, conversion rates, click-through rates, and more. In essence, it provides a means to evaluate the effectiveness of calls within the customer conversion path.

Make Informed Decisions

Armed with comprehensive information on campaign performance, enterprises can identify weaknesses, discern which campaigns are achieving their objectives, seamlessly withdraw ads, or make instant adjustments.

Recover Lost Leads

Accessing details about prospects who didn’t convert is vital for businesses. These features aid in measuring and evaluating customer acquisition costs and successfully implementing lead scoring for inbound call leads.

Cultivate Client Trust

Brands cannot afford to overlook how clients respond to their services, support, or ads. Real-time reporting and analytics empower brands with profound insights into launched campaigns and every conversion, allowing them to reflect on CX and bolster client trust.

Optimal Strategies for Harnessing Call Tracking

It’s imperative for marketing specialists to access comprehensive data on overlooked prospects, achieved conversions, and customer behaviour. Incorporating solutions such as call tracking allows the amalgamation of offline and online efforts, the allocation of phone numbers to specific campaigns, and the attribution of each call and conversion.

Integrating call tracking can profoundly strengthen your enterprise regardless of your industry, be it insurance, solar, legal, or home services. Here’s how:

• Monitoring calls aids in establishing an exceptional support team and enhancing CX
• Employing IVRs and surveys aids in gathering vital data and attaining insights into customer behaviour
• Tailoring the call experience contributes to keeping clients engaged
• Implementing intelligent call routing through real-time reporting enhances CR
• Incorporating AI-powered IVRs and chatbots and facilitating client communication with company representatives ensures elevated customer satisfaction and retention rates
• Identifying overlooked opportunities and ensuring the efficient utilization and allocation of available resources is facilitated by this tool

Seasons change, but one thing remains constant – marketing executives across all verticals are looking to land the keys to the lead generation promised land.

The conference calendar has certainly swung into second gear over the last few weeks, and Phonexa had a presence at four separate marketing events in New York with Insurtech Insights America, Affiliate Summit East (ASE), MailCon, and LendIt Fintech.

The Phonexa team navigated miles of conference floor real estate, talked to hundreds of industry-leading leadgen executives, and consumed enough happy hour cocktails to sink a cruise ship.

Here are the key takeaways from the week-long conference-going.

• Insurtech Insights America: Arising Opportunities for Embedded Insurance Solutions, an Emphasis on the Role of AI & Tech
  • Unwrapping the Gift of ‘Insurance-in-A-Box’
  • How Technology & AI Help Insurance Carriers Vet High-Intent Leads

• Affiliate Summit East: Conversations Around Marketing Lead Quality & the Importance of Personalised Partnerships
  • The Unforgivable Lack of Focus on Lead Quality
  • Partnerships Elevate Brand Awareness & Impact
  • Investing in Networking Results is an Immeasurable ROI

• MailCon Mixer: A Growing Future for the Email Industry
  • How Companies Embrace the Potential of Personalised Interactions
  • MailCon’s Growth Is Scaling the Email Industry

• LendIt Fintech: The Digitization of the Financial Services Vertical
  • Growing Popularity of Cryptocurrency Calls for New Martech Solutions

Insurtech Insights America Presents Opportunities for Embedded Insurance Solutions, Affirms the Role of AI & Tech

May 25 to 26

Chief Operations Officer Jeff Schaffer: Unwrapping the Gift of ‘Insurance-in-A-Box’

For Schaffer, Insurtech Insights America put a bright spotlight on the trend of non-traditional insurance sellers entering the space by leveraging third-party solutions to sell insurance to their existing customer bases.

“With the increase of interest rates, inflation, and the difficulty that banks and major financial institutions are having with making money from lending and other core business activities, we are seeing a massive proliferation of embedded insurance programs or ‘insurance-in-a-box’ solutions being marketed to these institutions,” said Schaffer. “Banks, credit unions, and other sizable organisations that aren’t built to sell insurance are heartily embracing these elegant and surprisingly robust turnkey solutions that do not require substantial infrastructure and operational investments in order to create new revenue streams from their existing captive audiences.”

Chief Revenue Officer Nasser Aftab: Technology & AI Are Helping Insurance Carriers Vet More High-Intent Leads

In another perspective, Aftab highlighted how technology and AI are driving the change for agencies to underwrite more qualified policies amid economic uncertainty.

“Insurance companies are experiencing losses to their lead buying strategy above the threshold they’re willing to accept. As a result, they’ve turned down the spigot as far as buying from various publishers,” said Aftab. “They’re trying to find new and innovative ways to reduce their budgets on their lead buying initiatives and improve their organic marketing strategies to sell more insurance policies through those channels. However, there are many back-end AI, automation tools, and data platforms geared towards the retention of their clientele while being hyper-focused on speed-to-contact to getting a policy quoted, offered, signed, and sold. This approach focuses on spending less upfront and relying more on organic marketing and new technology that complements their back-end processes.”

Did you miss our article on the importance of call tracking for insurance businesses? Click here to learn more. 

Affiliate Summit East Raises Questions Around Marketing Lead Quality, Nurtures Personalised Partnerships

May 24 to 25

Director of Business Development for Home Services Patrick Boyd: The Unforgivable Lack of Focus on Lead Quality

On the leadgen side of things at ASE, Boyd recognised the intentional marketing gap among publishers who solely focus on lead volume instead of holding conversations around the quality and intent of leads they sell.

“One thing that didn’t differentiate with many attending publishers is that they didn’t talk about the quality of their leads,” said Boyd. “In the last few months, we’ve led discussions around where Phonexa and other martech can sit in the middle of lead transactions to vet qualified data. I didn’t talk to many publishers who could convey the true value of their leads.”

Chief Strategy Officer Amanda Farris: Partnerships Elevate Brand Awareness & Impact

Especially in the post-Covid-19 conference world, Farris has recognised the elevated inclination toward using people and personal connections to build better brand awareness and business partnerships.

“It boils down to finding a centralised location where everyone is, placing yourself in the middle of everything, and then connecting with people through personalised interactions,” said Farris. “What I’ve learned is that people are more conducive to having in-depth conversations about their workflows and other topics in an uncontrolled environment around a dinner table or networking lounge versus on the exhibition floor where the main focus is to sell something. This way, we get to know people as we merge work and life to build stronger connections and associate these connections with our brands.”

Vice President of Partnerships Sara Malo: Investing in Networking Results in an Immeasurable ROI

“Now is the right time to invest in meeting rooms, outside meeting areas, dinners, and happy hour networking events instead of relying on booths. It’s important to pay attention to what events are going on and what you already have tentatively planned around conferences,” said Malo. “Time allocation is hugely important, and making yourself visible and available, especially when new things pop up, is critical.”

Interested in what a Phonexa Partnership entails? Reach out to David Pickard to get started. 

MailCon Forecasts a Growing Future for Email Industry

May 23

Events like MailCon have the power to unite industry veterans and newcomers alike under one roof for collaboration and partnerships. This is precisely what Malo and Aftab explained in their observations from the networking soiree at the ultra-posh 48 Lounge in Time Square.

Malo: More Companies Are Embracing the Potential of Personalised Interactions

“There’s nothing conference-goers value more than personal encounters and their time with partners or event organisers. To that end, I see that MailCon and other similar networking events have embraced the power of personalised interactions with every single attendee,” said Malo. “This simple act results in great feedback after the event, which always makes people want to return to do business with you.”

Aftab: MailCon’s Growth Is Scaling an Entire Industry

“MailCon has officially arrived! The brand is scaling and gaining traction in a significant way. We see an influx of diverse brands across various verticals leveraging MailCon’s platform by participating in an industry-leading event,” said Aftab. “MailCon is a well-oiled machine that is making a sizable impact on this ever-evolving industry.”

MailCon is the world’s preeminent email and omnichannel marketing conference that connects its global community of marketing professionals with the latest technology, trends, and strategies in email marketing, lead generation, marketing automation, and mobile and omnichannel marketing. MailCon is owned and operated by Phonexa.

Learn more about how MailCon is leading the change in the email and omnichannel marketing landscape with annual conferences and networking events. 

LendIt Fintech Moves to Digitise the Financial Services Vertical

May 23 to 24

Director of Business Development for Financial Services Redha Benchetrat: Growing Popularity of Cryptocurrency Calls for New Martech Solutions

Benchetrat yielded a slew of new and innovative opportunities for tech expansion from participating at LendIt Fintech.

“This year’s LendIt Fintech heavily focused on digitising all practices by showcasing new tech infrastructure for marketing, the continued implementation of cryptocurrency, and how technology ties all of this together,” said Benchetrat. “We see finance companies moving deeper toward digitised and automated marketing efforts while also actioning data insights to increase customer retention and loyalty and prioritising the overall customer experience.”

Seize Tech and Partnership Growth Opportunities With Phonexa

The next marketing technology conference is always around the corner, and Phonexa teams are always on the ground with a massive slate of offerings beyond the all-in-one marketing automation solution for calls, leads, clicks, email, SMS, accounting, and more. You can keep track of our travels on our Events page.

Working with Phonexa means that you’re always ahead of the competition with a first look at cutting-edge, all-encompassing marketing technology, partnerships that make a difference, and so much more.

Schedule a consultation to discover which of Phonexa’s all-in-one marketing solutions can best scale your business and drive your strategy.

It’s that time of month – here are just some of the latest features we’ve released across the Phonexa suite in recent weeks.

Ping Post Calls Integration Builder Support

Everyone who uses Phonexa loves the Integration Builder. So we made sure to spread the Integration Builder Support love to ping post calls as well.

Our Integration Builder now supports ping post calls flows through LMS Sync, providing clients with a powerful new tool to quickly and easily build integrations and make updates as needed.

The best part? The user-friendly interface is designed so that you don’t need developer support.

LEARN MORE: Integration Builder

Filter Leads Based on DNC Parameters & Stay Compliant

We’ve launched a new feature within iClear that cheques in real-time the “Do Not Call” status for the lead phone number, a cost-effective alternative to our more comprehensive service of Phone Number Analysis.

The new service aims at filtering the leads based only on DNC parameters. This is especially important because it helps you stay compliant with the FTC and state guidelines by scrubbing against daily updates of DNC lists.

By the way, did you know that the latest FTC report showed that consumer complaints about robocalls and unwanted live telemarketing calls have decreased to a five-year low?

LEARN MORE: iClear: Do Not Call cheque

New Report Identifies Lead Rejections Based on Rules

Phonexa clients increasingly use iClear’s advanced rules because it offers incredible flexibility in creating and managing a variety of rules for processing, filtering, and routing leads based on the complex logic of conditions and actions.

Now we have a useful report that tracks the performance of the configured advanced rules and quickly identifies the lead rejections based on those rules. The report contains information on the number of processed advanced rules and the number of rejects based on those rules.

LEARN MORE: iClear: Advanced Rule Reject Report

Streamline & Enhance Workflows Through Disposition Summary Report

The Disposition Summary Report is a powerful new feature in our system designed to streamline and enhance workflows by providing valuable insights into the dispositions pinged back into the system.

Key features include a detailed overview of the disposition pingbacks in a consolidated report, real-time updates on disposition changes, and enhanced decision-making based on the feedback from the buyers on the quality of the leads to optimise the processes.

Every time a new disposition is pinged back into the system it will be immediately updated in the report and can be viewed and analysed from various perspectives such as:

• Disposition Summary by Buyer
• Disposition Summary by Publisher
• Buyer Monthly Summary
• Global Publisher Review
• Publisher by Month
• Publisher by Campaign
• Publisher by Day

LEARN MORE: Disposition Summary 

Optimise Email Configuration For Deliverability

According to the latest industry reports, the average email deliverability rate across various email marketing platforms is 84.2%.

In our continued efforts to improve email deliverability, we’ve introduced a new E-Delivery feature that allows clients to test the configuration and deliverability of the template to the inbox.

The Email Tester feature provides detailed information on variables like Spam, Authentication, Headers, DNS, Links, and more.

Get ready to identify and fix configuration problems in advance for better inboxing.

LEARN MORE: Email Templates 

Improved UX for Instance Interface

We’re always burning the midnight oil looking for new ways to improve the user experience. Our toiling and tinkering have led to a new feature that enables users to hide or show less frequently used filters in the most popular reports. It just takes a click to hide or unhide the filters for a cleaner and more focused experience.

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

It’s that time of month! Here are just some of the newest features we’ve released in recent weeks across the Phonexa platform.

Updates in Opt-Intel

Get Compliant with New One-Click Unsubscribe Feature

Google and Yahoo recently announced new requirements and email sender guidelines for bulk email senders.

Not only have we followed along, but we’ve been working on an easy solution for those of you who’d like to efficiently manage suppression lists and opt-outs.

To get you compliant right now with Google and Yahoo’s new rules, we created a new one-click unsubscribe feature in Opt-Intel, our suppression list management tool.

Here’s how the new opt-out feature works: When the unsubscribe link is clicked, it redirects the user to a new page that indicates a successful unsubscribe. There won’t be any additional requests to re-enter email addresses or to provide any additional information, making it easier for everyone to manage unsubscribed.

Learn More

Updates in Lynx

Create & Track New Offers For Mobile 

Did you know that 31% of consumers prefer to shop via mobile – crazy, right?

But that also means more affiliate traffic to mobile apps!

With our latest offer type, you can create and manage mobile offers inside of Lynx, our click tracking platform.

The Mobile Offer is used to track offers that send users to the Google or Apple Mobile App Stores instead of website domains or web properties. You can track conversion events from those same applications and align them with your offer goal in Phonexa.

Learn More

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