We’re back at it again – here are some of the latest features we’ve released across the Phonexa suite in recent weeks. Boost Lead Qualification & Conversion Rates, Reduce Fraud iClear offers comprehensive data validation and cleansing, ensuring your data is accurate, consistent, and reliable. iClear boosts data quality, improves campaign effectiveness, and reduces operational costs. As part of our ongoing enhancements for iClear, we’re excited to introduce Caller Identity, which is designed to improve lead qualification, minimise fraudulent leads, and increase conversion rates. Caller Identity allows you to perform real-time validation of an individual’s first name, last name, address, and other identity-related details by a provided phone number using a third-party database. Historically, within Call Logic, Phonexa could only identify the zip code and state where a lead’s phone number was registered when no additional data was provided. This new service is particularly beneficial for clients whose publishers do not provide any data about the lead with the call. For clients whose publishers do provide data, the service can verify the accuracy of the lead information. Additionally, the metadata returned from the service can be utilised for remarketing purposes and may help identify other potential interests of the lead. Ultimately, this service can significantly reduce the time spent verifying caller information if the information is passed to the PBX for the operator to view on the dashboard when talking to the lead. Ensure you use iClear to make informed decisions with validated, cleaner data, enhance customer experiences, and drive superior business results. LEARN MORE: iClear’s Caller Identity Improved Lead Return Reporting Phonexa customers can now choose whether to record lead returns as of the current date or when the lead was sold, providing greater flexibility and clarity in sales reporting. Lead returns in Phonexa were historically recorded when the return was created. While this approach worked well for verticals within financial services, it wasn’t industry-agnostic. For example, in the motor vehicle accident (MVA) industry, buyers usually have 15 days after selling leads to submit returns for the previous period. Recording these returns on the 15th of the month can significantly impact that month’s sales figures. Enjoy the update accordingly and as needed. Enable Call Recording Across All Products At The Same Time Phonexa’s Call Recording activation process is now better than ever. We’ve introduced flexible new settings and enhanced UI that allow clients to quickly review relevant information, such as fees and instructions, and make all necessary configurations within a single window. This improved solution in System Subscriptions simplifies the process while highlighting important information about the feature activation. Enterprise clients who use multiple Phonexa products will especially love this new update, which allows for Call Recording across the entire suite at once rather than separately for each product. LEARN MORE: How To Set Up the Call Recording Integration Builder Support for Call Logic Phonexa’s popular and in-demand Integration Builder now supports integrations across Call Logic integrations. The powerful tool allows users to create fully customisable integrations. The best part? Only minor development experience is needed because updating these integrations is quick and easy. Whether you need to make changes to buyer APIs or adjustments to passing certain parameters via API, making any necessary updates within the integrations is simpler than ever. Spend less time building integrations and more time using the tool to improve your business and boost conversions. LEARN MORE: Integration Builder Are you looking for a particular feature or product functionality in Phonexa? Let us know by emailing team@phonexa.uk.
The best PPC strategies for high performance — like knowing your user intent and targeting audiences accordingly — are evergreen practices. That, of course, is subject to change due to the constant evolution of ad schemes, policy updates, and customer behavior and needs. The limitations are even more threatening to any given campaign’s success and general ROI for the financial services vertical. I experience this feedback from clients firsthand as the Director of Business Development for Financial Services at Phonexa. That’s why I wanted to share with you four of the best practices in achieving a successful PPC campaign for your financial lead generation business. Are you headed to LeadsCon 2022 from March 21 to 23 in Las Vegas? Send Redha a message on LinkedIn to talk about PPC lead generation campaigns for the financial services industry while in Las Vegas. 1. Know Your Target Audience & Strategize Accordingly To target effectively with your PPC campaigns, as an affiliate marketer for finance, you must always think about the end-user of your goods or services. If you’re running a multi-dimensional financial business and aren’t sure how to do effective ad targeting with PPC keywords, always remember that you can use LinkedIn website demographics to refine your buyer personas for any given campaign or sales ad. You can then use these buyer personas to narrow them down to interest. Interest will then drive the keywords and other demographics you can target. When you know your target audience for a given campaign, you can narrow the funnel of your PPC ad by geo-targeting based on the target’s demographics. Then you can leverage your bidding strategy to gear your ROI for success. A successful keyword model for any given campaign is to include 10% of your own keywords related to your brand’s offerings, 60% generic or other related keywords, and 30% competitor keywords. This PPC keyword strategy will help you rank better without mixing up other aspects of your campaign. 2. Stay on Top of Compliance PPC campaigns are often regulated, especially if they’re to advertise for businesses in the financial services industry. To stay on top of your compliance in this vertical, always stay connected with the Federal Trade Commission and the Consumer Financial Protection Bureau to ensure that you’re not engaging in non-compliance by advertising in ways you’re not allowed. It’s critical that you closely review all of Google’s advertising policies relating to financial products and services. These policies often pertain to the following: Loan modifications Debt services Payday or personal loans Cryptocurrencies Additionally, you cannot use personalized advertising on campaigns with: A negative financial status in regard to bankruptcy services Welfare services Homeless shelters Unemployment resources Predatory lending products and services Getting familiar with what you can and cannot do when shaping your PPC strategy will help you rank higher and stay away from potential non-compliance citations. 3. Create Multiple Landing Pages for Campaigns This strategy is pretty self-explanatory, but let’s dive deeper into why having multiple landing pages for a given PPC campaign can be beneficial. Research shows that business websites with at least 10 to 15 landing pages increase conversions by 55%, but on the other hand, businesses with 40 landing pages increase conversions by 500%. The logic behind this is that landing pages cannot cater to the motivations behind an entire target audience’s clicks — never really hitting that persuasive target either. I recommend having dozens of landing pages for each of your PPC ads for financial services. Here are some of the benefits of having more landing pages: Better customer segmentation according to ads they respond to Better SEO and better ranks on Google More leads and conversions More data to track your progress 4. State Your Conditions There’s nothing worse than advertising goods or services your business doesn’t offer. This is especially so in financial markets, where every service is specific to a client, and if your company does not offer a service, a sound judgment is to not promote it, despite keyword ranking. If your PPC ads aren’t making you any money, chances are you’re most likely advertising to the wrong crowd or are targeting keywords that aren’t relevant to your offering. A good indicator of faulty keyword setup is seeing a bounce back when people click on your ad but don’t convert. Remember, your PPC conversion rate heavily depends on what you offer to the target audience once they’ve clicked on your ad. Essentially, it’s always the people buying your offering that make your ads profitable and nothing else. Final Thoughts Remember – the success of your advertisement depends on the reinforcement you get in conversions. To succeed, you should always test your PPC ads for financial services to control your spending and increase the opportunities for success. PPC ads represent a considerable growth opportunity for your business. So getting familiar with these ad types, ensuring you have a strategy for targeting and compliance, creating multiple landing pages, and never over-promising will help you maximize your earnings and audience reach. Headed to LeadsCon 2022 from March 21 to 23 in Las Vegas? Send Redha a message on LinkedIn to talk about PPC lead generation campaigns for the financial services industry. Schedule a consultation to learn how Phonexa can power your next PPC ad strategy for your financial services business.
Phonexa’s tech team has been working hard, innovating and building custom solutions across our products to optimise and power your performance marketing automation campaigns. Here are just some of the new significant features and improvements for the month of September across our suite of products. And make sure to watch the library of instructional step-by-step videos produced by Phonexa’s Vice President of Onboarding, Tori Hester, on how to implement recent updates. LMS Sync & Call Logic Updates HTML Support for SMTP Integration at Product Level We recently rolled out the SMTP integration at the product level, and many of you asked, “Can I use HTML? Or do I have to use boring plain text?” Well, great news! We added support for HTML. At the bottom of the rule, there is a new field for “Content type” with the options of Text or HTML. iClear: New Conditions in Advanced Rules In iClear, we added two new options for “String does not contain” and “String does not contain one of.” You can use this feature to have more control on filtering. For example, if you only want to accept a certain domain for email, you can use “String does not contain” for the condition and enter the appropriate value in the next field. Then on the “Action” tab, you can choose “Stop processing.” Form Builder: Conditional Fields Support To accommodate products with conditional fields, we extended the functionality to the Form Builder. For example, if you have a home services form, you could make the field for “Number of Windows” only appear if the service type is “Windows.” Tracking: Add to Five9 List Now, you can use the new Five9 integration on the Tracking tab on the product, publisher or campaign levels to send lead data to Five9. On the Tracking tab, choose the appropriate trigger, then choose “Add to Five9 List” for the action. Cheque out our step-by-step article to learn more about setting it up. Enhanced Feature for Buyer and Publisher Agent When you’re deleting a Buyer or Publisher Agent, we have a new pop-up to allow you to transfer the assigned buyers or publishers to a new agent. On the pop-up, you’ll have an option to transfer to another agent or proceed without transferring. Lynx Update To make the Lynx setup easier, we added the ability to use an existing user or create a new user. When adding a new user, there are now two buttons for “Existing User” and “New User.” Our Knowledge Base articles for creating an Advertiser User and Affiliate User give step-by-step instructions, along with video tutorials to guide you through the process. E-Delivery Update In LMS Sync and Call Logic, we have logs for campaign changes and now we have extended this feature to E-Delivery. In the campaign, there is a new tab for “Logs.” When you click on this tab, it opens a new window where you can see all changes to the campaign. At the top, you can filter for specific events, such as “Update” or “Start.” Contact your Customer Success Manager if you need any help accessing any of the new features and updates.
Phonexa’s tech team has been working hard, innovating and building custom solutions across our products to optimise and power your performance marketing automation campaigns. Here are just some of the new significant features and improvements for the month of October across our suite of products. System Update: Sidebar Background Did you know that you can change the colours and themes in your Phonexa Instance? Within Project Settings, you have many options to customise your Instance. We’ve now added a feature that allows you to upload a custom image for the sidebar background or for you to choose one of our preset backgrounds. LMS Sync & Call Logic Updates Tracking: Test Run We’ve been adding all kinds of cool new features within the Tracking tab in recent months. Now we have a “Test Run” option on each rule that allows you to send a test lead to ensure everything is configured properly. Tracking: Call Logic Buyer Response This is a new feature for Tracking in Call Logic. When the publisher posts data with a call, this trigger will send the data to the buyer at the moment they answer the call. Lead Returns Lead price adjustments were previously reflected in reporting, but lead returns were not. We’ve updated the lead return functionality to change the lead price. If you have any questions on how to start using this, please reach out to your account manager. Lynx Update: Performance Report Improvement We’ve added a new tab to the Performance Summary for “by Revenue Type” in Lynx. When you click on this tab, it will add a new column for Revenue Type to give you another layer of reporting. Opt-Intel: New Download Frequency Report In order to help you with mailer compliance, we created a new report for Download Frequency in Opt-Intel. This report will show you details for campaigns and mailers and how many days it’s been since they downloaded a new list.
Phonexa’s tech team has been working hard, innovating and building custom solutions across our products to optimise and power your performance marketing automation campaigns. Here are just some of the new features and improvements for the month of August across our suite of products. And make sure to watch the library of instructional step-by-step videos produced by Phonexa’s Technical Onboarding Director, Tori Hester, on how to implement recent updates. LMS Sync & Call Logic Updates Revenue Ping Back Log As an enhancement to our Revenue Ping Back feature, we have added a Revenue Ping Back Log. With this new report, you can easily see all revenue ping backs and the status (accept, duplicate or error). You can access this report by going to All Reports > Extras > Revenue Ping Back Log. Tracking: Add to DNPL On the Tracking tab of the product, we now have an option to add leads to a DNPL (do not present list). Track Call Duration: New Option For call duration, we added an option to start the timer from the moment the call is transferred to the buyer. You can configure this by going to the Call Logic campaign, clicking on the Revenue Additional Settings tab, then for Track Call Duration you can choose “Buyer Response” or “Transfer to Buyer.” Trigger Silent Campaigns for Ping Post We previously had the Trigger Silent Campaigns functionality for direct post products only. Now we have expanded this feature to apply to ping post campaigns as well. On the integration tab of the campaign, click on the Trigger Silent Campaign tab and select the silent campaign. Smart Search In Smart Search, we are excited to introduce a new feature to enhance your search experience. In addition to providing you with relevant search results, we have incorporated the capability to effortlessly access relevant Knowledge Base articles. Publisher Rev-Share: Fixed Price Per Campaign We revamped the interface for the Fixed Price strategy for the Publisher Rev-Share settings. On the Rev-Share tab of the Publisher, when you choose the Fixed Price Rev-Share Model and cheque the box to Enable Rev-Share per Buyer’s Campaign, a new search form will appear with filters for product and buyer. This will allow you to more easily find the campaigns you need.
GA4 offers advanced analytics insights and various features designed to help website owners make data-driven decisions and better understand their customers by providing a complete picture of user behaviour across multiple platforms. The insight is crucial because it allows website owners to leverage collected data with GA4 to enhance the user experience and drive more conversions. GA4 introduces substantial transformations in data collection and metric focus, shifting from session and hit-based data modelling to event-based modelling with all accounts transitioning on July 1st, 2023. This month, we’ve released a seamless integration between Phonexa and Google Analytics, the advanced iteration of Universal Analytics from Google. By integrating Phonexa with your existing GA4 account, you gain the ability to transmit all your call and form submission data to the Events you have defined in Phonexa, gaining much more transparency and visibility across your key analytics and attribution reporting platforms. Getting Started To initiate the integration process, ensure that you have a GA4 property established and the GTAG installed on your website. We’ve provided a comprehensive guide on how to upgrade manually here. We also provide guidance on key terminology shifts, reporting metric changes, and more. Integrating Phonexa with Google Analytics 4 If you’re an existing customer looking to integrate Phonexa and GA4, you can find our step-by-step guide to enabling Event tracking for GA4 with Call Logic and LMS Sync here.
In 2022, advertisers experienced a staggering $81 billion in losses due to ad fraud. Fast forward to 2023, and experts anticipate a 25% surge, projecting these losses to skyrocket to an astonishing $100 billion. According to the Opticks 2023 Annual Ad Fraud Report, global digital ad spending is poised to exceed $626 billion this year. With widespread ad fraud running rampant, more and more affiliate marketers are operating with heightened vigilance to thwart the schemes of fraudsters. Being prepared to mitigate fraudulent activities is essential, especially as affiliate marketing campaigns are increasingly targeted for ad fraud. Maintaining the integrity of these campaigns is paramount for sustainable growth in the affiliate marketing world. To help you gauge the effectiveness of your fraud prevention measures, we’ve introduced a brand-new tool: the Marketing Fraud Prevention Proficiency Quiz. Are you confident in your affiliate marketing campaign’s ability to ward off fraudulent activities? If you’re unsure, our quiz will help you evaluate your current fraud prevention measures. The Marketing Fraud Prevention Proficiency Quiz serves as a valuable self-assessment tool for affiliate marketers like you. Here’s what you can expect: Assess Your Fraud Prevention: Discover how well your current measures safeguard your affiliate campaigns against fraudulent activities. Identify Your Proficiency: Receive a personalised score that reflects your understanding of fraud prevention techniques and your ability to implement effective tactics. Discover how to counter ad fraud and future-proof your affiliate network. How It Works Taking the quiz is a breeze. It consists of a series of thought-provoking questions about your affiliate campaign management. Your responses will be analysed, and you’ll be awarded a score. Additionally, you’ll receive a detailed analysis of your current fraud prevention measures. Leave ad fraud behind and unlock profitability with clean lead management. Take the Quiz Now Our Marketing Fraud Prevention Proficiency Quiz is a valuable tool for affiliate marketers at all levels of experience. Whether you’re just starting or consider yourself an expert, the results will provide insights into areas where you can further strengthen your fraud prevention defences. Uncover best practises for fraud detection and identity verification. Why Care About Fraud Prevention? Effective fraud prevention is essential for maintaining the profitability and reputation of your affiliate marketing campaigns. By understanding and implementing best practises, you’ll safeguard your efforts against various fraudulent activities, including domain spoofing, click spam, cookie stuffing, and geomasking. Evaluating your fraud prevention proficiency is the first step toward mitigating future attacks. Another crucial step is exploring automated marketing solutions with proactive fraud detection built-in, designed to empower your lead generation and distribution efforts. Phonexa’s suite of enterprise-grade tracking software gives affiliate networks and publishers unprecedented access and control to campaigns, eliminating the lack of transparency across your lead generation efforts. Learn how Phonexa’s third-party offerings help you combat fraud, reduce unnecessary ad spend, and increase your bottom line. Don’t leave your campaigns vulnerable to fraud — take the Marketing Fraud Prevention Proficiency Quiz now and level up your affiliate marketing game. To learn more about how Phonexa can help you in your journey towards fraud-free success, schedule a free consultation.
In the intricate landscape of affiliate marketing, staying ahead requires finely tuned tools that match the complexity of your affiliate programme. Two essential tools commonly used by affiliate marketers are lead tracking and distribution systems and customer relationship management (CRM) software. While these may seem synonymous at first glance, delving deeper reveals distinct purposes and functionalities that set them apart. In a world where every click, impression, and interaction is valuable, businesses must harness the power of advanced systems to effectively manage their outreach efforts. To maximise leads and optimise conversion, it’s imperative to understand the unique roles that lead tracking and distribution systems and CRMs play. Whether you’re a seasoned marketer or just starting your journey, this blog will equip you with the knowledge needed to decide which tool best suits your specific marketing goals. Join us as we navigate through the intricacies of these tools, dissecting their features, functions, and applications. Lead Management and Distribution Platform for an Affiliate A lead management and distribution system allows you to track, route, and sell all your incoming leads to your network of buyers in real-time. Sophisticated lead distribution software provides form builders, integration builders, and affiliate and publisher management tools out of the box. So while CRMs are used by the end service provider (advertisers, brand, buyer), lead distribution systems are used by lead generation companies who then sell leads to the end users (typically via ping post systems for automated, intelligent routing across multiple buying entities and brands). Lead Generation and Distribution This platform focuses on capturing and managing leads generated through various marketing channels, such as affiliate websites, online ads, and social media. It ensures efficient distribution of these leads among affiliates, ensuring fair allocation and maximising conversion opportunities. Ping Post Software for Dynamic Lead Distribution Ping post software is a dynamic lead exchange solution that swiftly matches and dispatches incoming leads to the most suitable buyers, ensuring rapid and efficient lead distribution in real-time. Affiliate and Publisher Collaboration The platform facilitates communication and collaboration between affiliate marketers and publishers. It often includes features to track the performance of different affiliates, their lead conversion rates, and commissions earned. It can also include builders for publisher forms and APIs for integrations. Tracking and Attribution An affiliate-focused platform emphasises accurate tracking and attribution of leads and sales to specific sources — either individual publishers or campaigns across channel sources. This is crucial for calculating commissions and compensating affiliates accordingly. Conversion Optimisation The platform may offer tools to help affiliates optimise their lead conversion strategies. This could include A/B testing, landing page optimisation, and other techniques to increase conversion rates. Real-time Analytics Real-time reporting and analytics are often essential components, allowing affiliates and the organisation to monitor lead performance, track campaign success, and make data-driven decisions. Customer Relationship Management System A CRM system enables you to systematically arrange your sales leads, document insights, and monitor engagements as you guide each lead through your sales journey. While you likely have a grasp of what a CRM entails, it’s worth emphasising that CRMs lack features related to buying and selling leads, and additionally tracking multiple sources of traffic from affiliates, publishers, and other channels. Usually, a lead’s final destination resides within the CRM of the service provider. Consequently, advanced lead systems often seamlessly integrate with various CRMs. Customer Data Management A CRM system manages detailed information about individual customers or prospects. It tracks interactions, communication history, preferences, purchase history, and other relevant data. Sales and Marketing Automation CRMs automate and streamline sales and marketing processes, such as sending follow-up emails, tracking sales opportunities, and managing customer segmentation for targeted marketing campaigns. Pipeline Management CRM systems help manage the sales pipeline by tracking leads as they progress through various stages of the sales process, from initial contact to closing a deal. Customer Service CRMs often include customer support features to manage and track customer enquiries, complaints, and support tickets. This helps ensure timely and effective customer service. Forecasting and Reporting CRMs provide tools for sales forecasting, performance analysis, and generating reports to assess sales team performance and overall business health. Integration with Marketing and Sales Tools A CRM system may integrate with various marketing automation tools, email marketing platforms, and other sales-related software to provide a comprehensive view of customer interactions. Limited scope: While lead tracking systems excel in monitoring individual leads’ interactions, they lack the comprehensive capabilities required by affiliate marketers for managing affiliates, tracking multiple channels, and analysing overall campaign performance. Conversely, a CRM system is designed to holistically manage customer relationships, encompassing lead nurturing, sales processes, customer support, and more. Lack of affiliate-specific features: Do the unique requirements of your affiliate network necessitate specialised features, such as commission tracking, affiliate recruitment tools, and performance reporting? If so, keep in mind that a lead tracking system typically lacks these affiliate-specific functionalities, making it unsuitable for meeting the diverse needs of an affiliate marketer. Inadequate commission management: Affiliate marketers must accurately attribute commissions to individual affiliates based on their referrals and conversions. Lead tracking systems often lack the granularity required for precise commission tracking and attribution, leading to disputes and dissatisfaction among affiliates. Limited reporting capabilities: Comprehensive reporting is crucial for affiliate marketers to analyse the performance of different affiliates, campaigns, and channels. Lead tracking systems may offer basic reporting functionalities, but they may not provide the level of granularity and customisation required to gain valuable insights for optimising affiliate marketing efforts. The Role of Tracking Solutions in an Affiliate Network’s Overall Infrastructure & Tech Stack Centralised Performance Tracking: Affiliate tracking solutions are the backbone of an affiliate network’s tech stack, providing centralised performance tracking for all affiliates and campaigns. These solutions capture data on clicks, conversions, and revenue generated by affiliates, offering real-time insights into campaign performance. The ability to track and analyse data from various sources empowers affiliate marketers to make data-driven decisions and optimise their marketing efforts effectively. Affiliate Recruitment and Management: Tracking solutions facilitate affiliate recruitment and management, allowing affiliate marketers to onboard new partners seamlessly. With affiliate-specific features like referral link generation and registration tracking, tracking solutions simplify the process of enrolling affiliates into your programme. Advanced Attribution Models: Tracking solutions offer advanced attribution models that go beyond last-click attribution, such as multi-touch and first-click attribution. These models provide a more comprehensive view of the customer journey, ensuring your affiliates receive fair credit for their contributions throughout the conversion funnel. Real-time Analytics and Reporting: Affiliate tracking solutions equip marketers with real-time analytics and reporting capabilities, enabling them to monitor performance, identify trends, and respond quickly to changing market dynamics. With intuitive dashboards and customised reports, affiliate marketers can gain insights into the efficacy of their affiliate programme and optimise their marketing strategies accordingly. While lead tracking systems serve a particular purpose in monitoring individual leads, they fall short as a comprehensive CRM solution for affiliate marketers. The unique demands of affiliate marketing require a specialised tracking solution that offers affiliate-specific features, commission management, and comprehensive reporting capabilities. Looking for ways to maximise your affiliate marketing performance? Get your enterprise-grade affiliate marketing software suite, or book a free consultation to learn how Phonexa can help you harness the power of automated performance marketing solutions.
Whether it’s fake referrals, cookie stuffing, click fraud, bot traffic or misrepresentation, ad fraud can take a toll on your revenue streams. Ad fraud is so profitable for criminals that it’s expected to cost advertisers $100 billion this year. Anura estimates that 25 percent of all paid traffic is fraudulent, and that programmatic campaigns have fraud rates averaging 50 percent. Phonexa offers numerous third-party services to help you combat fraud, reduce unnecessary ad spend, and increase your bottom line. Check out our third-party offerings below. Features You Get out of the Box IP Analysis IP Analysis detects and prevents bots and proxies. This service returns a fraud score based on 25 risk analysis data points. You can reject leads based on fraud score, mobile status, and country. Geo By Phone By using the Geo By Phone service, you can reject leads based on country or area code. Basic Phone Number Validation The Basic Phone Number Validation service allows you to validify a phone number based on the country. Phone Number Analysis The Phone Number Analysis feature is the most robust verification for phone numbers. This service provides a fraud score that you can use to filter leads, along with the ability to reject based on validity, active status, prepaid, VoIP, spammer, line type, country, carrier and time zone. Email Hygiene The Email Hygiene service provides real-time validation of email addresses. You can run this service and create a rule to filter out undesirable results, such as bot, spam trap or complainer. Litigant Alert The Litigant Alert service allows you to search the consumer’s phone number for existing TCPA, FDCPA, FCRA, and CFPB lawsuits. You do not need your own credentials for this service, but keep in mind that this subscription may be used for business analysis only, not for credit, insurance, or employment decisions. Phonexa is not a consumer reporting agency, and the data is not a consumer report under the Fair Credit Reporting Act. Litigator Database Lookup The Litigator Database Lookup service identifies leads as TCPA plaintiffs and litigators. US ZIP Code Validation The US ZIP Code Validation allows you to verify zip codes. You can set up rules to reject if the zip code was not found or to reject certain states. Integrations Anura With a 99.999% accuracy rate, Anura is a leader in identifying fraud. You can use this service to identify bots, malware, and human fraud. Using your established Anura credentials, you can run this service on your products within Phonexa to filter out suspicious leads and prevent spending resources on working fraudulent leads. See how the integration works in more detail here. Jornaya Authentication API Jornaya is a third-party service that tracks a consumer’s journey on your website and captures consent. With Jornaya, publishers have a tool to prove consumer consent, and in turn, provide higher quality leads. The Jornaya Authentication API service allows Phonexa clients to reject leads if the Jornaya LeadiD token is not valid. Jornaya Lead Age A major concern in the lead generation space is obtaining fresh leads. With the Jornaya Lead Age integration, you can create a rule to reject leads based on lead age in days, hours, or minutes. Jornaya TCPA Guardian The Jornaya TCPA Guardian service helps you authenticate TCPA consent and provides detailed information about the location and visibility of the TCPA consent and disclosures on the webpage. Using this information, you can reject a lead based on authenticity, TCPA consent type (active or passive) and TCPA disclosure mismatch. You will need your own credentials to utilize this third-party service. TrustedForm Our TrustedForm integration allows you to automatically claim the TrustedForm certificate using your credentials and send the masked TrustedFormURL to the buyer. You can also set up a rule to reject the lead based on age in days, hours, or minutes. TrustedForm Ping The TrustedForm Ping service is used for ping post products and allows you to obtain info about the TrustedForm certificate without actually claiming it. Just like the TrustedForm service, you can use TrustedForm Ping to reject based on lead age, as well as form input method, IP address mismatch and time on page. For example, if the form input method is “paste” and the time on page was only a few seconds, this could be indicative of fraud. TrustedForm Retrieve Insights The TrustedForm Retrieve Insights feature allows account holders to retrieve TrustedForm metadata associated with a lead. For this service, the TrustedForm certificate contains the metadata that can provide more insight into analyzing lead quality and identifying potential fraud. Note: this service cannot be used in conjunction with the TrustedForm Age service. Impressionwise Email Lookup If you have your own Impressionwise credentials, you can use Phonexa’s third-party integration to validate email addresses. Within the Impressionwise Email Lookup configuration, you can set a rule to reject an unwanted status, such as seed, bot, or disposable. XVerify Email Lookup Through Xverify Email Lookup, you can plug in your Xverify credentials and create a filter to reject leads if the email is high risk or invalid, among other things. The Blacklist Alliance The Blacklist Alliance service identifies leads as TCPA plaintiffs and litigators, helping you avoid costly TCPA lawsuits. You will need your own API key to use this service. Next Steps In addition to utilizing anti-fraud services, you can also use Phonexa’s basic features to filter out duplicates and configure present and do not present lists. These features in tandem with routine monitoring of your lead performance using our comprehensive reports will help you stay on top of the game. But don’t take our word for it, hear it from one of our clients in this case study about how they were able to reduce their fraud rate by 30%. If you have any questions about how to implement these third-party services in your instance, please reach out to your Phonexa representative. For questions, or to learn more about Phonexa’s all-in-one marketing automation solution for calls, leads, clicks, email, SMS, accounting, and more, schedule a consultation, email info@phonexa.com, or call (818) 800-0000.
MailCon Las Vegas 2023 returns April 17 to 19 at the Caesars Forum in Las Vegas, and the world’s preeminent email and omnichannel marketing conference is shaping up to be a can’t-miss event for industry executives. Owned, operated, and powered by Phonexa, MailCon is the world’s largest email marketing conference and a niche community connecting thousands of marketing professionals with the latest technology, trends, and strategies around email marketing, marketing automation, and mobile and omnichannel marketing. Over 70% of MailCon attendees are directors and C-level marketing decision-makers. This year’s MailCon conference has a slew of activities centred around intimate relationship-building and networking opportunities for everyone who is interested in new tech innovations and is eager to gain valuable insight from industry experts across diverse business verticals and disciplines. Whether it’s the inaugural MailCon SaaS Pitchfest, the series of valuable sessions featuring notable executives and speakers from Deloitte Digital, IBM, and NBC Sports, or the networking welcome reception at Top Golf and afterparty at the Brooklyn Bowl, there is something valuable for everyone to experience at MailCon. Let’s dive deeper around what you can expect at MailCon Las Vegas 2023. Register to Attend MailCon A Variety of Insightful Offerings MailCon’s three-day event will feature over three dozen speaking engagements, keynotes, workshops, and panel discussions covering the hottest topics concerning marketers. Discussions will cover email deliverability, gamification, interactive email, behavioural science in email, accessibility, marketing compliance, SMS and omnichannel strategies, and more. The sessions will showcase notable executives and speakers from reputable brands and top companies. “We’ve planned an intimate gathering with curated activities to allow more room for quality relationship-building among attendees,” said Kristen Haines, Chief Executive Officer for MailCon, and Chief Events Officer for Phonexa. “Our activities, panels, keynotes, and sessions will provide hands-on experiences to expand knowledge and bring forward new innovative ideas that make all the difference in practise.” The exhibit hall will feature turnkey booths and a dynamic lineup of exhibitors showcasing the latest tech tools and solutions in email and omnichannel marketing. A bar and game lounge, made possible by Atwave and Lead Economy, will provide all presenters and attendees with an interactive experience highlighted by live games, competitions, and other pre-planned activities around a life-size beer pong, cornhole, and ping-pong. Take Part in the Inaugural SaaS Pitchfest The inaugural MailCon SaaS Pitchfest, sponsored by Campaigner, is designed to allow presenters from eight email and omnichannel marketing startups to exhibit and pitch their innovations and tech solutions to the live MailCon audience. Each startup will present a 20-minute demonstration and overview of its company, history, and product. Startups participating in the inaugural SaaS pitchfest include: Bouncer Channel Automation EmailElement RapidSend RRDB L!VE Social Signup Stripo Warmy.io “The MailCon SaaS Pitchfest will be a fantastic way for us to further solidify our commitment to supporting and cultivating MailCon community members and their companies as they make waves in their respective specific areas of focus,” said Haines. Keynotes, Breakout Sessions, Panels, and More On April 18, Armen Karaoghlanian, Phonexa’s Chief Marketing Officer, will join Haines in a keynote address to unveil the vision and future plans for MailCon and its community. “This will mark our seventh event since Phonexa acquired MailCon in 2018. With each event, we’ve tapped into new horizons and potentials for growth,” said Karaoghlanian. “We have phenomenal plans in place, and we cannot wait to share them with the rest of our global community.” In addition to the keynote address presented by Karaoghlanian and Haines, MailCon will feature various learning platforms like breakout sessions, panels, and a hands-on gamification and interactive email workshop. 6 Cant-Miss Sessions to Attend at MailCon Deliverability: Past, Present, and Future Speakers: Adrian Williams, Toni Bounds, Scott Shou, and Trey Bennett Date & Time: April 18, 9:45 a.m. to 10:30 a.m. Add Some BS to Increase Your Email Response Rate Speaker: Nancy Harhut Date & Time: April 18, 10:00 a.m. to 10:45 a.m. The Do’s and Don’ts of the Marketing Regulatory Landscape in 2023 Speakers: Eric J. Troutman, Puja Amin, Brittany Andres, Angela Cherrill Date & Time: April 18, 3:00 p.m. to 3:45 p.m. Old Channel, New Tricks: 5 Recession-Proof Hacks to Build a Winning Email Programme in 2023 Speaker: Kate Adams Date & Time: April 19, 1:00 p.m. to 1:45 p.m. Gamification & Interactive Email Workshop Speakers: Dmitry Kudrenko, Cyrill Gross, Aleksey Danchenko Date & Time: April 19, 1:00 p.m. to 2:30 p.m. 5 Steps to Land More Emails in the Inbox Speaker: Brian Minick Date & Time: April 19, 1:45 p.m. to 2:15 p.m. Cheque out the up-to-date three-day agenda for MailCon Las Vegas 2023 here. Entertainment & Afterparty Work hard, play hard is our mantra. That’s why we’ve sprinkled in plenty of opportunities to have fun and network across the vast three-day agenda for our event. Welcome Reception at TopGolf April 17, 8 p.m. to 10 p.m. Bring your best golf game and kickoff MailCon Las Vegas 2023 at TopGolf. Enjoy drinks and hors d’oeuvres while connecting and reconnecting with industry friends and colleagues. It’s bound to be an unforgettable night. Sponsored by LeadNetwork Rock & Bowl Afterparty April 18, 9 p.m. to 12 a.m. Join us at the Brooklyn Bowl for a VIP vortex of alluring beats, eclectic eats, and bang-up bowling. Located conveniently in the Linq Promenade, this unique post-conference extravaganza will feature live music, a hookah and cigar lounge, whisky tasting, and more. You won’t want to miss this one-of-a-kind experience. Sponsored by EmailOversight & Atwave Note: To be allowed entry and participation in any of the above activities and events, you must present MailCon Las Vegas 2023 conference registration in the form of your MailCon Mobile App ticket or registration confirmation email. Lunches, Drinks & More Our generous partners at Litmus, Atwave, and Lead Economy have acted on their commitment to making sure that all MailCon attendees are well-fed and having a spectacular experience at all times. Gourmet grab-and-go lunches will be served, and alcoholic beverages will be available on April 17 and 18 at the Alliance Ballroom, the centre bar, and the game lounge. Engage With Phonexa Phonexa will further secure its presence at MailCon with the following activities. Live demonstrations of the Phonexa Suite at Exhibit Hall on April 18 and 19 at Booth #111. On-the-ground engagements and activations Participation in community-driven giveaways “We take great pride in Phonexa’s customisation capabilities in order to cater to the needs of our clients. Our email marketing products in E-Delivery and Opt-Intel will now increasingly grow to be even greater and more powerful because both are uniquely positioned to scale with unfiltered feedback from our MailCon community,” said Lilit Davtyan, Phonexa’s Chief Executive Officer. “The two are where a lot of our MailCon and Phonexa audiences merge and make something truly great with community and technology.” Already have your ticket to MailCon? Schedule a meeting with Phonexa upon registration to connect with the team in Las Vegas Download the MailCon App on the App Store or Google Play to stay connected and in the loop before and during the event.
Phonexa’s tech team has been working hard, innovating and building custom solutions across our products to optimise and power your performance marketing automation campaigns. Here are just some of the new features and improvements for the month of June across our suite of products. And make sure to watch the library of instructional step-by-step videos produced by Phonexa’s Technical Onboarding Director, Tori Hester, on how to implement recent updates. LMS Sync & Call Logic Updates Smart Search: “Recently Viewed” Can’t remember how to retrieve the screen you were on earlier? We understand! Now we have a new section within Smart Search for “Recently Viewed.” Simply go to the menu search on the top left, type in a keyword, and all of your recently viewed pages will appear at the bottom. Product Builder Change Industry Type For custom products, you can now change the industry. Go to the product, then click the edit button, and you can update the industry. Filter by Posting Type We now have the ability to filter and search products by posting types, such as Ping Post, Direct Post, or Direct Call. If you use multiple products, this will help you find the product you’re seeking more easily. Configuring Product Level Tracking We added a new feature within the Tracking tab at the product level to trigger ping URLs only if the lead price is a specific value. So if you only want to fire a pixel to Facebook for leads that sold for a higher dollar amount, you can use this feature. Tracking Log Tab on Leads We like to make life easier, so we added a tab to leads and calls for “Tracking.” Now you can see the tracking results at a lead level rather than running a separate report. Lead Stash by Leads Report We have a new report for Lead Stash by Leads. Lead Stash is primarily used for calls with data and allows the publisher to post the data via API into our Call Logic platform. When data is posted into Lead Stash, the phone number is matched to the incoming call to stitch the records together. We now have a new report that will allow you to view all leads that have been posted into Lead Stash, with the ability to search by Lead ID instead of phone number or email. Now you can go to the Lead Stash by Leads report and it will automatically display all leads. Weekly and Monthly Cap Fulfilment Notifications Last month, we told you about daily cap fulfilment notifications and you said, “That’s cool, but what about weekly and monthly caps?” No problem! On the Notifications tab of the campaign, there are new fields for weekly and monthly cap fulfilment percentages. API Access Improvement We gave our reporting API Access a facelift to be more consistent with our product API documentation. Data Protection Settings Attention compliance officers – we added a Data Protection feature to LMS Sync, Call Logic, and E-Delivery. You can now enable report data protection and also set up notifications to be sent when system users view protected fields. To configure, go to System Management > Project Settings > LMS & Call Logic (or E-Delivery) > Data Protection. iClear Manual Request As you know, you can set up various third-party verification services within iClear to automatically process your incoming leads. Now you can use iClear Manual Request to run third-party services manually. Google Analytics 4 Integration You can now set up a Google Analytics 4 integration with Phonexa. We recommend you enable this integration instead of the Universal integration considering Google Analytics Universal will no longer be active as of July 1, 2023. We’ve provided instructions on how to set up the event tracking integration for Google Analytics 4. Event Tracking allows you to monitor specific actions or interactions on your website or app and push Phonexa data into your Google Analytics 4 instance. Announcement and Instructions are linked here.
