HTML Support for SMTP Integration, New Feature For Five9: September 2023 Product Updates

Phonexa’s tech team has been working hard, innovating and building custom solutions across our products to optimize 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. Check 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.