New Reporting, Compliance Features: June 2023 Product Updates

Liana Tonoyan
Chief Information Officer
3 minute read
Liana Tonoyan
Chief Information Officer
3 minute read

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 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 Fulfillment Notifications

Last month, we told you about daily cap fulfillment 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 fulfillment 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.

Got Questions?

Get in touch! We are available 24/7.

Liana Tonoyan avatar
Liana Tonoyan
Chief Information Officer
Liana Tonoyan is the Chief Information Officer at Phonexa. She oversees the operational and technical sides of the business for the all-in-one marketing automation solution for calls, leads, clicks, email, SMS, accounting, and more. Liana works closely with the company's leadership to set and drive organisational vision and technical strategy, all while ensuring effective implementation for goals and objectives. Liana has extensive experience across online marketing and lead generation industries throughout her career. She’s previously worked at KPMG, where she managed the operations department and worked closely with C-level staff.
Related Posts

Innovative Approaches to Business Loan Lead Generation: Thinking Outside the Box

This article is a part of our comprehensive financial lead generation series, where we explore...

Read more
Free business loan leads 5 top tips for lenders

5 Proven Strategies to Get Business Loan Leads: Free & Paid

This article is a part of our all-encompassing financial lead generation series. In this guide,...

Read more

Home Services Lead Generation: Top Winning Strategies in 2024 and Beyond

Home service businesses encompass a wide range of companies that deliver their services to the...

Read more
Get Your Personalized Consultation Now
Book a Free Demo