Phonexa’s August and September updates introduce new tools and integrations to enhance workflow efficiency and data management. These include advanced lead processing rules, smoother third-party integrations, and improved email suppression. With customizable lead redirect management and better data privacy controls, these updates help businesses streamline operations and meet industry demands. Explore these enhancements to optimize your processes and elevate lead management strategies.
LMS Sync and Call Logic
Streamline Your Lead Returns with Phonexa’s CSV Import Feature
At Phonexa we understand the challenges clients may face when processing large buyer return lists submitted via spreadsheets at the end of each month. Manually handling this data is not only time-consuming but also prone to errors.
To help streamline this process, Phonexa offers a CSV file import feature for lead returns. This powerful tool allows you to upload and process large volumes of buyer data efficiently, reducing manual effort while improving accuracy and speed. If you’re interested in learning more about this feature you can call your Client Success Manager today or check out our article on our knowledge base.
Learn More: Buyer Reports: Lead Return/Adjustment
Client-Controlled Buyer Access to Reports for Call Logic and LMS Sync
A new security feature for Phonexa’s Call Logic and LMS Sync has been released within the Project Settings of your instance.
Use Case: Clients working with multiple buyers can now restrict access to specific reports, ensuring each buyer only sees data relevant to their assigned leads or campaigns. For example, a buyer handling one region can be limited from viewing data from other regions.
Key Highlights:
- Restrict Buyer Access: Control which reports buyers can view, safeguarding sensitive data.
- Enhanced Data Privacy: Protect critical information by managing permissions.
This feature gives you full control over data access within Call Logic and LMS Sync.
Learn More: Project Setup: Buyer Settings
Build Ping Post Call Integrations with Integration Builder
Phonexa’s Integration Builder now supports Ping Post call integrations for both Ping Post and Direct Post products, simplifying custom integrations and reducing development time.
Use Case: Clients can now easily integrate multiple buyers with different API needs for Ping Post and Direct Post lead distribution. The Integration Builder allows quick configuration, routing calls to the highest bidder while efficiently passing lead data.
Key Highlights:
- Simplified Setup: Build and customize integrations with minimal coding.
- Flexible API Management: Adjust buyer APIs and manage parameters easily.
- Optimized Performance: Streamline operations and focus on business growth.
This update optimizes Call Logic and LMS Sync, simplifying buyer integrations.
Learn More: Integration Builder
Product Builder | Simplify Product Setups with Phonexa’s New Export/Import Extra Fields in JSON
Phonexa’s Export/Import Extra Fields with Product Builder feature is designed to simplify and streamline the process of setting up multiple products, especially when dealing with varying buyer or publisher requirements. This new feature allows users to export and import extra fields in JSON format, enabling quick access and replication of product configurations.
iClear Feature Updates
New Lead After-Processing Features
We’re excited to introduce Lead After-Processing Rules in Phonexa’s iClear tool, offering more control over your processed leads.
Use Case: After validating and verifying leads, you can now take action based on specific attributes. Lead After-Processing Rules allow you to label and tag leads post-processing, perfect for businesses needing additional segmentation, follow-ups, or third-party workflow optimization.
Key Features:
- Add Lead Tags: Automatically tag leads for better organization and targeted follow-ups
- Present/Do Not Present Lists (PL/DNPL): Automatically sort leads into relevant lists based on custom criteria
- Run Third-Party Services: Trigger integrations with verified leads for custom automations
This feature enhances your lead management by allowing tailored actions after validation, ensuring leads are organized and actioned to suit your business needs.
Learn More: iClear
iClear Advanced Rules on Redirect
We’ve added the iClear Advanced Rules tool to the lead redirect process, giving you more control over lead management during redirects.
For example, you can now create rules to detect and prevent unauthorized changes to the lead IP address and User Agent fields during the redirect. Key actions include:
- Add to Present/Do Not Present Lists (PL/DNPL): Manage which leads are prioritized or denied based on conditions.
- Lead Tag: Select this action to assign/remove the tags to the leads that match the set conditions.
- Run Action from Tracking:– Select this action to run the event tracking rule action.
This update enhances data security and improves lead handling during redirects.
Learn More: Buyer Lead Info Report
iClear Advanced Rules: Run Action For Tracking
Phonexa has introduced a new action within iClear’s Advanced Rules—Run Action for Tracking. This feature allows clients to automate and configure tracking rules based on a variety of conditions, such as lead body fields, lead parameters, responses from third-party services, and iClear rules. It provides the flexibility to run specific actions – adding leads to a Do Not Present list, triggering Facebook conversions, or updating CRM systems – based on predefined criteria like geographic location or lead data.
For example, you can set the rule to trigger specific tracking actions like Facebook conversion, Google Ads ping only when a lead from your specified state or zip code is processed. This automation simplifies workflows and enhances targeted lead management across multiple platforms.
Learn More: iClear > Action Tab
Diverse rules for one and the same iClear service
Configure Multiple Rules for iClear Phone Number Analysis
We’re excited to announce Multiple Rules Configuration for Phonexa’s iClear, designed to address specific client needs.
Use Case: Clients can now configure many phone number analysis rules across different lead fields. For example, validate both mobile and home numbers in the same service, where previously only one lead field would have been configured. Now more than one rule can be configured for the same service.
Feature Highlights:
- Multiple Rules for One Service: Set a variety of conditions for a single iClear service to simplify lead management
- Enhanced Flexibility: Apply validation across various fields or set unique actions for different scenarios
Lynx & Opt-Intel
Shared Email Suppression Lists in Our Tracking Platform
We are excited to introduce a new feature within our tracking platform that enables shared email suppression through the Opt-Intel><Lynx integration. This feature simplifies the management of suppression lists and opt-out links directly from your Lynx account. Now, when running email marketing campaigns, you can automatically sync up-to-date suppression files and opt-out links, ensuring compliance with email regulations.
For example, Lynx users can now optimize their email campaigns by enabling this feature within the Offer settings. Once the suppression lists are activated for a specific offer, affiliates will have access to the most current suppression lists, eliminating the need to log into their Opt-Intel account each time. This integration streamlines the sharing of suppression lists, saving time and enhancing workflow efficiency by seamlessly managing compliance and tracking performance within a single platform.
Learn More: Offer Configuration > Email Tab
Tracking
Phonexa’s NEW TikTok Ads Integration
Phonexa now offers TikTok Ads Integration, allowing clients to track and measure the effectiveness of their advertising campaigns on TikTok. This integration enables the collection of valuable data—such as performance metrics and lead information—directly from the TikTok API. It empowers marketers to analyze campaign results and optimize ads in real-time, ensuring more precise targeting and improved return on ad spend.
By seamlessly retrieving metrics and lead data, this feature provides actionable insights to fine-tune campaigns and enhance overall marketing strategies on the TikTok platform.
Detailed documentation can be found here: TikTok API for Businesses
Learn More: Event Tracking Type: TikTok Ads
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