Affiliate Marketing Management Case Studies

Choice Home Mortgage logo

Choice Home Mortgage

Choice Home Mortgage, a direct-to-consumer mortgage wholesaler and brokerage company, specializes in offering a diverse range of home loan products primarily in California and Florida.

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Work

TD Marketing Solutions coordinated multiple affiliates using various payout models (CPL, Ping Post) through Boberdoo’s web campaign module. Affiliates’ CPL webform traffic was monitored through Boberdoo, and the data flowed to Zoho for further processing. Reporting was streamlined by integrating Zoho with AirTable through Zapier, ensuring accurate affiliate channel reporting.

Reporting From Publisher

Choice Home Mortgage publisher reporting table listing each lead source with leads created, the percentage converted, and the number converted to prospects

KPI

Choice Home Mortgage results: 202 transactions from publishers and affiliates; $86M funded; $1.665M in total revenue; $425K average loan amount. A fifth panel repeats the 202 transactions figure
Call Handles logo

Call Handles

Call Handles is a provider of on-demand lead acquisition and lead management, with services including qualified live transfers, lead generation, BPO services, re-marketing, real-time internet leads, web design and development, direct mail solutions, and domestic and overseas call agents.

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Work

TD Marketing Solutions oversees publishers and affiliate channels for Call Handles. This includes managing publishers and payout across a variety of channels and verticals including Solar, Mortgage, Business Funding, and other adjacent verticals. We specialize in CPL management for web traffic, ping post, live calls, and transfers, while also handling affiliate and publisher relationships.

  • – Dozens of active campaigns and publishers across multiple verticals.
  • – 100,000s of leads managed
  • – Extensive network of publishers across multiple channels (Email, Web, Programmatic Display, etc.)
Claro Seguro Medico logo

Claro Seuro Medico

Claro Seguro Medico is a health insurance company focused on the Hispanic market.

TD Marketing Solutions currently manages all publisher and affiliate traffic for large advertisers in the Medicare Advantage space.

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Reporting From Publisher

Publisher reporting table of monthly call dispositions for June, July and August, counting AEP rep appointments, three awaiting-decision interest levels, enrolled, follow-up, no disposition and no sale, totalling 735
Color-coded publisher reporting spreadsheet breaking call dispositions down by day and by traffic grade of green, orange, red and yellow
Campaign-to-date reporting table comparing call dispositions by traffic grade against retail and wholesale cost per acquisition for each grade

KPI

Claro Seguro Medico results: 735 billable leads in 90 days; 72 enrolled or sold; 9.7% close rate; fully integrated reporting in Google Sheets including billing; highly complex targeting and compliance requirements