EF Helpdesk

What we call "Adding Conversions in the Portal" is a feature that allows you to generate conversions and events directly through the Everflow user interface. You can add up to 50 conversions at a time, either with or without transaction IDs from existing clicks.

If you wish to make a top-level payout adjustment, not to individual conversions, please refer to this guide.

Manage Conversion Imports

To manage conversion imports, navigate to Reporting -> Conversion Imports, then click Conversion. Here, you can choose from three options:

Add without Transaction ID: Use this if you don't have transaction IDs of existing clicks to associate with these conversions.
Add with Transaction ID: Use this if you have the transaction IDs for these conversions.
Bulk Add or Edit: Use this to add or adjust multiple conversions simultaneously.

All conversions added will be set to Approved regardless of Offer settings (e.g. Postback Control, manually approved Conversions, etc)

Add Without Transaction ID

Heads up Conversions added using this method will not be associated with an existing click. As such, your Partners' postbacks, if enabled, will likely be rejected by their platforms because there will not be a partner click ID to tie the added conversion to. Furthermore, if an HTML pixel is placed for the partner, it will not be fired.

Choose a date, or enable the Now toggle to use the current date/time.

Enter the number of Conversions to be added.

Select the Partner, Offer and Event.

(Optional) Enter the Adv values, Sub values, Sale Amount, Revenue and Payout Amounts and Notes (max character limit of 500 characters).

Click Add. You will see a message "Conversion was successfully saved," and conversions will be included in the Conversion Report and all top-level reports.

Add With Transaction ID

Choose a date, or enable the Now toggle to use the current date/time.

Enter each transaction ID in a new row.

Select the Offer that these transaction IDs belong to. All transaction IDs must belong to the same offer.

Select the name of the Base Event or Event.

(Optional) Enter the Adv values, Sub values, Sale Amount, Revenue and Payout Amounts and Notes (max character limit of 500 characters).

Click Add. You will see a message "Conversion was successfully saved," and conversions will be included in the Conversion Report and all top-level reports.

Bulk Add or Edit

For an in-depth guide on uploading and editing conversions using a CSV import - [Click Here]

Click Download Template to download a template to ensure you upload a proper .csv file. Once you have prepared your .csv file, browse or drag and drop to upload it. Your file will be scanned for errors.

If necessary, fix errors and re-upload your file.

When there are no errors, click Import.

Formatting errors include:

File format : Required value is missing

Unsupported layout = Columns are invalid

Max number of rows

Duplicate conversions (*applicable only with editing the status or the payout/revenue of existing conversions)

Pro Tip!

If you are encountering persistent formatting errors, try switching to Google Sheets. Some versions of Excel and associated language settings may inadvertently change the template formats.

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Next in This Series

Quickly add conversions and events in the UI with or without transaction IDs.

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Overview

Manage Conversion Imports

Add Without Transaction ID

Add With Transaction ID

Bulk Add or Edit

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