Based in the United Kingdom, this industry-leading affiliate network connects publishers and advertisers
in the financial services vertical by regularly handling, facilitating, and processing a high volume of
leads and consumer data.
They came to Phonexa in 2018 with a list of operational pain points that needed to be resolved and
replaced with efficient practices to help them scale their organizational capabilities.
The following use case details how the organization has leveraged Phonexa’s eight marketing automation
solutions for calls, leads, clicks, email, SMS, accounting, and more to achieve efficient, seamless
processes, higher revenue, increased conversion rates, and so much more.
Schedule a consultation to learn more about
how Phonexa’s all-in-one marketing automation solution for calls, leads, clicks, email, SMS,
accounting, and more, can streamline your company’s marketing operations.
Before discovering Phonexa, this network had an outdated and inefficient approach to analyzing and
processing leads. Due to the lack of appropriate technology on tap, teams had to manually analyze
and assess lead quality by downloading data in CSV files, ultimately elongating the lead buying,
selling, and transfer process.
While in most circumstances, a personal touch is commendable, in this case, it lacked the time
urgency that the lead generation industry demands, which introduced tremendous human error, took
away the speed-to-contact element from lead transactions, and deprived the organization of its
ability to scale the lead volume they process.
To mitigate the abovementioned issues, this affiliate network sought a system capable of automating
the lead analytics process. They found that within LMS
Sync, Phonexa’s lead tracking
distribution solution that instantly automated the process, from bidding to lead transfers,
analytics, and more. Soon enough, the affiliate network gained access to lead details, facilitating
more optimized decision-making on a given campaign and a larger scale.
With granular analytical data, this affiliate network has tapped into information derived from lead
capturing, intelligent routing, and analytics, gaining more access to instantaneous, real-time
reports that previously took them hours of manual work to generate.
With a new and refreshing approach to lead details, the affiliate network has embraced improved
strategies to distinguish good traffic from bad, enhancing the network’s reputation and capabilities
in the lead marketplace.
The company utilized Phonexa to scale operations with the capacity to process higher volumes of
traffic with less manual effort, growing its impact and reach and increasing revenue by 437% since
its adoption of Phonexa in 2018.
Another issue this affiliate network faced before coming to Phonexa was the need to eliminate
guesswork concerning the high volume of customer data points it regularly handles.
Soon after adopting Phonexa, the company realized that Phonexa wasn’t just going to help them
strategize their campaigns better, but they learned that Phonexa’s actionable data and reports would
help them shape better standards and practices in the overall industry across the United Kingdom and
the European Union.
LMS Sync’s customizable configurations and detailed data reports have since armed this affiliate
network with the tools to eliminate hypothetical planning, now with the ability to tap into tangible
data to advise their networks on ongoing or previous trends in an effort for better predictability
into strategize practices that drive favorable outcomes for businesses and consumers alike.
With access to deep lead data, the affiliate network has been able to identify industry trends and
consult their clients — publishers and advertisers — with data-driven and tech-generated information
beneficial for big-picture decision-making.
On a grand scale, they’ve used this approach to help publishers launch comprehensive campaigns,
generate high-intent leads, and connect them with the appropriate advertisers, converting them into
paying and returning customers.
These operational changes have collectively impacted and improved industry standards through the
actual data the affiliate network can regularly access through Phonexa.
In 2018, the European Union’s General Data Protection Regulation (GDPR) went into effect, requiring
businesses to protect the personal data and privacy of EU citizens for transactions that occur
within EU member states. The new protocol gave consumers more rights when asking companies about the
personal information they hold, how that data is used, and how they can withdraw their consent by
opting out. On the business side of things, GDPR introduced a gray area.
To enforce compliance in how the company handles consumer data while conducting email and outbound
outreach, the affiliate network needed technology capable of managing opt-outs, data requests, and
more in the United Kingdom and Europe.
With Phonexa, the affiliate network was able to set prospect and customer permission levels, manage
customers’ email preferences with easy unsubscribe options, and collect data that was only GDPR
By gaining a complete look at the consumer journey, the affiliate network has been able to see and
disclose precisely where the customer’s data was collected, what steps were taken following lead
generation, and details on the lead transfer itself.
Furthermore, with the test application functionality embedded within the Phonexa suite, the company
has been able to identify whether there have been any data leaks, including the consumer information
they withheld. This helped them proactively ensure data privacy and consumer data protection.
By automating the above three practices that actively protect consumer data and mitigate penalties,
the affiliate network has ensured transparent, seamless consumer compliance in its data collection
and retention practices.
Once they could organize their new lead management flows and processes, the affiliate network knew
that to scale their business and enable more support for their clients and networks; they needed
additional tools to help them run more efficient campaigns and ensure the utmost communication,
clarity, and payouts.
That's where Lynx, E-Delivery,
and Books360 came into play.
The affiliate network managed all affiliate traffic in one portal by merging and leveraging the
functionalities within Lynx, Phonexa’s click tracking solution. Upon implementing Lynx, the
affiliate network could track offers and traffic, measure clicks and conversions, and analyze
affiliate performance in real-time. Real-time analytics allowed improvements to be made to customer
outreach processes, including using accurate data — rather than hypothetical data — to uncover new
revenue opportunities when making follow-up calls.
With E-Delivery, Phonexa’s email and SMS marketing platform, the affiliate network’s processes are
now automated and fully compliant with consumer protection regulations. The affiliate network can
now split-test every marketing campaign and use the most effective creatives for future outreach.
With automated processes that facilitate continuous improvement in the inbox, the affiliate network
increased its email open rates by 556%, delivering three times more emails to consumers.
The affiliate network also streamlined its payout process by implementing Books360, Phonexa’s
automated accounting system. Automated invoicing and up-to-date payment notifications allow the
network’s affiliates to check their commissions in real-time, thus saving time and eliminating the
potential for human error. The affiliate network no longer has to worry about invoicing — affiliates
can log into the system to review their payouts at any time.
Schedule a consultation to learn more about how Phonexa’s all-in-one marketing automation solution
for calls, leads, clicks, email, SMS, accounting, and more, can streamline your company’s marketing
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