Inside Evocalize — 2024 Q3 Feature Updates
News & Press

Inside Evocalize — 2024 Q3 Feature Updates

· 6 min read

At Evocalize, we’re committed to empowering you with the tools and knowledge you need to make a real impact on your marketing efforts. Our mission is to provide you with the confidence to execute your marketing programs effectively, while knowing that you’re backed by industry-leading expertise.

Our patented, best-in-class marketing technology empowers you to launch incredibly sophisticated marketing programs with ease, and we are constantly rolling out new features and product enhancements to elevate your experience even further. We know it can be tough to stay on top of these changes, which is why we’re excited to introduce Inside Evocalize, a quarterly product update roundup designed to keep you informed and inspired.

Every quarter, you’ll receive an article that highlights Evocalize’s latest features, the motivations behind their development, and valuable insights into our creative process.

Let’s dive in and explore the latest advancements in our Evocalize 2024 Q3 Feature Updates.


Email Event Notifications

Feature Overview
Our notification system has been enhanced to include email notifications, expanding your reach and enabling more effective re-engagement with your users. This new feature allows you to connect with users, helping to boost retention and drive your growth.

Why It Was Built
While in-app notifications are effective, they only reach users who are actively engaged with the platform. By adding email notifications, you can ensure that important messages reach your users wherever they are, keeping them informed and encouraging timely action. 

How It Works
When a notification event is triggered, the system now sends an email. These emails are designed to reflect your brand identity, with templates that include your logos, colors, and fonts. Additionally, your users can manage their notification preferences directly from these emails as well as from within the CMP, ensuring they receive only the updates that matter to them.

Notification Types

  • Program Ended: Notifies the user when their program has ended, providing a link to view the program’s performance.
  • Small Audience: Alerts the user that their program’s audience was too small and has been automatically adjusted for better targeting.
  • Program Created: Informs the user that a new program has been created and will deliver results soon.

We plan to introduce more notifications in the near future. These include reminders for setting up lead preferences, uploading audiences, relinking Facebook Page permissions, and managing payment information, as well as notifications related to budget caps, content promotion, user re-engagement, and more.

Evocalize event email notification of completed program - Evocalize 2024 Q3 Feature Updates


EVOLVE Integration Portal

Feature Overview
The Evolve Integration Portal, the newest component of the Evolve suite of super-intelligent marketing applications, delivers powerful integration capabilities that benefit our clients across various industries. Our portal supports thousands of ready-to-launch connectors for popular business applications across multiple categories, including CRMs, marketing, finance, and customer support. To start, we’ve added two critical features supported by an integration with Total Expert, a leading CRM in the mortgage industry.

Why It Was Built
Integrating and automating processes across multiple business applications can be time-consuming and error-prone. EVOLVE’s Integration Portal allows CMP users to enhance their operational efficiency by leveraging direct platform connections and intelligent automation capabilities, reducing manual effort and improving data accuracy.

The Total Expert integration emphasizes our commitment to providing seamless marketing solutions by allowing users to connect contact groups and route leads directly from their programs to their CRM, ensuring no lead is left behind.

How It Works
We’ve developed two new CMP features for Total Expert users:

  • Audiences: Users can connect to their Total Expert instance directly from program creation pages to pull in contact groups and create audiences for their marketing programs.
  • Leads: Total Expert users can route leads from in-channel lead forms directly to Total Expert contacts or leads, with customizable routing options based on lead form responses.

Evocalize Total Expert integration for importing contact groups


Multi-Location Programs

**Feature Overview
**Evocalize has introduced Multi-Location Programs (MLP), streamlining the digital marketing setup process for corporate marketers, franchises, and agency users overseeing multiple locations. This feature enables marketers to promote two or more locations through a single workflow, reducing the time and effort required to launch marketing campaigns across various location-based businesses.

Why It Was Built
This feature reduces the administrative burden of digital marketing at scale, allowing marketers to manage all their locations from a single interface. By simplifying their workflow, marketers can focus more on strategic decision-making and less on repetitive, time-consuming tasks. 

**How It Works
**The MLP feature provides a user-friendly interface with a sortable and filterable table for easy location selection. It supports programs across different platforms like Meta and Google, with each location treated as its own marketing channel campaign. Users can allocate budgets on a per-location basis and validate location-specific ads before publication. This update greatly enhances collaboration and transparency between Franchisees and Franchisors, providing visibility into the performance of central programs.


Program Drafts

Feature Overview
Evocalize has introduced Program Drafts to the CMP, allowing users to save incomplete marketing programs as drafts. This feature enables users to return and finalize their programs later without losing progress, enhancing the user experience and reducing program abandonment.

Why It Was Built
Users often cannot complete a program in a single session due to interruptions or needing additional information, leading a program’s potential abandonment. The Program Drafts feature provides flexibility, allowing users to save and resume their work. This capability is expected to boost user retention and conversion by enabling re-engagement tactics, and reducing lost revenue due to incomplete programs.

How It Works
The Program Drafts feature allows users to save and resume editing their marketing programs, ensuring all settings and configurations are accurately retained. This can be done at any point during program creation. To come back, users simply visit the program management page and select the draft.

Evocalize save as draft


Evolve AI – Copywriter

Feature Overview
Evocalize is excited to introduce the next generation of EVOLVE AI – Copywriter. EVOLVE AI – Copywriter was built to enhance how ad copy is generated across the app. This update expands the AI’s capabilities to support all blueprints that allow user-provided ad copy. Additionally, a chat-based UX is introduced for a more intuitive and accessible user experience.

Why It Was Built
The current AI writing feature, though effective, has limited visibility and scope, primarily catering to real estate listing ads. With increasing user familiarity and trust in AI technologies, it became essential to offer a more versatile and engaging tool. EVOLVE AI – Copywriter empowers users across various industries with enhanced creative control, enabling them to generate bespoke ad copy that aligns with their specific marketing needs. The chat-based interface further enhances user engagement by making the process interactive, familiar, and approachable.

How It Works
This feature includes a chat-based interface where users can generate ad copy for any blueprint with creative-mapped user inputs. The AI is enhanced to handle a broader range of data inputs, ensuring the generated content is relevant across different industries. Once the user generates an input field, they’re able to edit within the chat window and apply it from there. Additional options are writing style & dislikes, so the AI will generate completely different copy. An organizational feature toggle is also implemented to allow opt-out flexibility for organizations.

Evocalize Evolve copywriter


About Evocalize

Evocalize is the AI marketing director for the housing industry. The largest real estate and mortgage brands — along with the technology platforms (like CRMs) and marketplaces that serve them — use Evocalize to give their loan officers, agents, and local teams a full marketing director at scale. Tell it your goal and Evocalize builds the plan, generates the creative, launches across every channel, and gets smarter with every result — driving real business results and revenue without the time, expertise, or guesswork local marketing usually demands.

Evocalize is a Meta Business Partner and a Google Business Partner. More than 1,500,000 sophisticated digital marketing programs have been run on Evocalize technology, generating millions of leads and driving thousands of transactions to date. Evocalize is backed by Madrona Venture Group, Move, Inc., Second Century Ventures, and Habanero Ventures. For more information, visit evocalize.com.

Keep reading

More news & press