Overview

This foundational period established core platform functions with groundbreaking attribution models, expanded e-commerce integrations, and the introduction of Partner Tiers.

Key developments included first/last touch attribution options, comprehensive webhook support, and expanded reporting tools that created the foundation for Everflow's current capabilities.

October 26, 2021

v2.9.4 Feature Release Notes

Feature Updates

• Price Per Product (SKU) now available as a Payout/Revenue Type.
• Products Report now available.
• Refunds Report now available for Shopify, WooCommerce and ClickFunnels.
• Notification for every Conversion/Event now available in Email Templates.
• Custom Settings includes 'Is empty' as variable match type.
• Conversions with $0 payout can now be added from the Portal.
• Conversions can now be imported using Email + Coupon + Order ID.
• Imports via .csv file now supports 'currency_id' as a column.
• Partner Signup Form now supports Additional Fields, Email Verification, One-Click/Auto-Approval Publisher Onboarding, Additional Sections, Checkbox option for Custom Fields, ability to customize or omit Company/Individual/Website Name.
• Partner Tiers now supports Labels.
• Order ID macro supported in Partner Postback.
• Partner Portal now supports custom display for Account Manager contact info.

Hotfixes

• Saved & Scheduled Reports now support User Management columns.
• PayPal: Added formatting rules to the Email, phone, and account reception method.

June 22, 2021

v2.9.3 Feature Release Notes

Feature Updates

• Conversion Method has been updated in Tracking & Controls.
• Shopify Integration: Search or filter by Order ID.
• Link supported as Creative Type.
• Max duration available for Email Address Attribution.
• Advertiser Specific Signup Form now supports custom fields, control over Offer visibility and allows removal of Everflow T&Cs.
• Billing details option for Partner signup.
• Add zipped suppression file at offer level.
• Spanish language available for Partner Portal.
• Coupon Codes can now be imported via CSV.
• Ability to bulk edit Offer URLs.
• Ability to target based on zip code.

Integrations

• UnsubCentral
• Salesforce

Hotfixes

• Coupon codes supported for impression tracking.
• Order ID available as target within Investigator.
• Multiple selection field available as field type for the Partner signup page.
• No Traffic is a filter under Partners > Manage.
• PDF bulk export for Quickbooks available for Advertiser invoices.
• Reversal postback now works for Email Address Attribution.
• Ability to copy Base Destination URL during Offer URL creation.
• Conversion Details display includes advertiser postback payload.
• Advertiser Portal includes Dynamic Nested Report (under Analytics).
• Partner export now includes Labels.
• Custom Settings option for effective between and end date.
• New macros available in Partner Signup Approval Email Template.
• All columns available in dashboard reporting cards.
• Click Report includes download button for reports with >1000 rows.
• Offers can now be sorted by event payout in Partner Portal (displayed as event revenue).

March 24, 2021

v2.9.2 Feature Release Notes

Features

• Ability to configure specific notification settings for managed accounts only.
• Notification sent to Network Employee when a Partner updates their billing.
• Ability to disable notifications for EverXChange.
• Facebook Partner Pixel Integration.
• Base Destination URL can be updated via Bulk Edit using find and replace functionality.
• Save & Schedule reports available in the Advertiser Portal.
• Conversion Report now includes a filter for Conversion ID and a new column for Attribution Method.
• Scheduled Reports now available weekly.
• Traffic Controls now supports User Agent and ISP.
• Ability to mark invoice as 'Paid' without using the configured Payment Method.
• Ability to bulk generate and download preview links for creatives in CSV format.
• Circular redirects are now supported in the Forwarding Rules setup.
• Revenue is now configurable for Offer and Partner options within Scheduled Actions.
• Option for removing Partner's ability to update their own postbacks.
• Offer Application Questionnaire, including ability to require Landing Page and Creative preview links to be submitted for approval, now available.
• Ability to retroactively update conversions tied to Tiered Commission once threshold is reached.
• Additional Metrics supported for SmartSwitch KPI rules.

December 15, 2020

v2.9.1 Feature Release Notes

Features

• Coupon Codes can now be configured with a start/end date.
• Partner Postback Test Tool has a new design, works with Direct Linking offers and supports clicks coming from IPV6.
• Columns are now selectable when downloading a Conversion Report.
• Offer Settings can now be copied from an existing Offer to another existing Offer.
• CSV imports can now include the columns email, offer_url_id, and sub1-5.

Updates

• If there are more than one applicable Custom Settings with equal priority, the one created most recently will be applied.
• Device Brands can now be selected in Targeting.
• Traffic Controls now supports ISP targeting.
• Variables are now searchable in Traffic Controls overview.
• Telegram is now listed as an Instant Messaging option for Partner/Advertiser/Network Users.
• New partner payment methods added: Webmoney, Gift Card and Capitalist.
• Coupon Code column is now supported in the Dynamic Nested Report.
• Tracking Domain is now a column and filter in all detailed reporting & analytics.
• Average Order Value and Gross Sales are now available across all reporting.
• Legal Entity Type drop down updated in the Partner Sign-Up Form.
• Creative ID added by default to E-Commerce integrations.
• Coupon Code is now searchable in the Conversion Report.
• Categories are now editable in Control Center > Categories.
• Traffic Filter is now available in the Targeting tab of a Forwarding Rule.

Integrations

• E-Commerce: Clickbank
• Billing: MassPay

October 20, 2020

v2.9.0 Feature Release Notes

Features

• Webhooks are now available. Please note we will be supporting more events in the next few weeks.
• V1 of SKAdNetwork integration (Please reach out to the Customer Success team for details).
• Conversions and Events can now be registered using First Touch or Last Touch Attribution.
• Event Report is now available in the Partner Portal.
• Ability to select which invoices you want to export.
• Partners will now receive a notification when there is an update to Event Payouts, Traffic Blocking, and when a private offer is made visible to them.
• Ability to include Partner Manager, Partner's address and Partner's billing details in Partner Export.
• Creatives can now be activated / deactivated via a Scheduled Action.
• Attributing a conversion based on email can now be set based on first or last touch.
• Traffic Source can now be selected during Pending Partner approval.
• New way of adding conversions based on existing Transaction IDs (clicks or view-through impressions).
• The Advertiser-Level Event is now available as a column in all main reports as well as a pivot in the Event Report.
• New internal notes field is available when setting up a Scheduled Action.
• SmartSwitch now allows optimization based on "All Conversions".
• Now supports 301 as a redirect strategy when setting up an offer.
• Javascript SDK builder for conversion tag.
• Partner Tiers: Bulk add or edit Offers to Partner Tiers, and Partners can now be auto-approved to run an offer based on their assigned Tier.
• Enhanced SendGrid/Mandrill Integration to customize the "Reply To" field.
• Rule ID will be available in the invalid click report for Traffic Controls/SmartSwitch.
• Offer URL in the Partner Portal are now searchable when building a tracking link.
• Expanded the list of comparison methods in Custom Settings.

Fix/Enhancements

• Start Date is not required to be reset when editing a Tiered Commission.
• OS Targeting displayed with the correct value in Targeting card on Offer overview.
• Date selector in Partner Portal is now fixed if being viewed on a mobile device.
• Fixed font displayed in Partner Portal in Offer Description field.
• Fixed a sorting issue in the Traffic Blocking section.
• Fixed formatting of ID columns.
• Top search bar is now clickable when viewing search results.
• Fixed reporting values being rounded in the API payload.
• Removed shopping cost from BigCommerce conversion script.
• Advertiser now cannot be set to Pending status after the signup process.
• Missing currency sign added in gross sales card on Dashboard.
• Ability to remove Everflow T&Cs from the advertiser-specific signup page.
• Event values are now included in Partner Referral commission.

Integrations

• Ecommerce > Stripe
• Ecommerce > ReCharge

July 16, 2020

v2.8.2 Feature Release Notes

Features

• Email Address Attribution available at the offer level.
• Verification token and updated Offer and Partner ID parameter names are automatically shown in the Everflow JS SDK click and conversion scripts.
• Ability to configure Forwarding Rules based on Sub ID and Source ID.
• Option to include Sub ID values and Revenue/Payout Amounts when adding conversions via Reporting > Imports > Add Conversion.
• IP QualityScore settings can be updated via Offers > Manage > Bulk Edit.

Updates

• Scroll bar added for Targeting lists with more than 50 rows.
• Generate All Tracking Links button is back on Offer - Tracking Links tab.
• Paypal Reception Method will default to Email.
• Event Caps added to Offer Template and Add Express Offer.

June 2, 2020

v2.8.1 Feature Release Notes

Features

• Partner Tiers v1 for setting Partner Payouts based on Margins.
• Offer Templates now including Advertiser-level Events.
• DocuSign Integration now includes Decline Reason.
• New option to include Event Revenue and Payout in default or custom caps.
• 'Month' available as a column on Flex Report in Partner Portal.
• Tipalti integration now allows you to Schedule a payment that uses the NetNow service.
• Partners can view Terms & Conditions.
• Partner Referral Link is now available in the Portal.
• Add notes for pending Partners and Advertiser.
• Partner notifications can be disabled for Scheduled Actions.
• App Store data will be stored for Offers that utilize the App Id field.
• RPC, CPC and EPC are now selectable Metrics when configuring a KPI Smart Link.
• Default Partner/Advertiser Manager is now selectable.
• KPI Requirements and Tracking Parameter Requirements are new fields available in the Tracking & Controls tab of an Offer.
• Country Targeting can now be set using country codes.
• Full monetary value will be displayed in Summary on Partner and Advertiser Invoices.

Updates

• Reorganized left-side menu in Partner Portal.
• Shopify default conversion script updated to remove optional macros.
• "View Advertiser Postback" is now available from Reports - Conversion.
• Select All has been added to the Partner Visibility card in an Offer Overview.
• Tool Tips have been added to the Summary Cards in the Partner Portal.
• Label updates will now be reflected in the History tab.
• EverXChange Feeds updated to clarify default parameters in Base Destination URL.
• "Media Cost" naming convention updated to "Dynamic CPC/CPM Payout".
• Updated Error Messages for Pending Conversions from N/A to Pass Through.
• Bulk Edit will now display detailed Error Messages.
• Offer URLs and top-right search bar will detect extra spaces.
• Optizmo integration updated to work via Offers > Bulk Edit.
• Changed the name of "Proxy Block" toggle in Custom Settings and Forwarding Rules to "Do not apply to proxy traffic".
• Click Report timeframe selectable for 14 days.
• Error Message will now be displayed if emojis are using in the From or Subject line of the email fields within an Offer.

April 15, 2020

v2.8.0 Feature Release Notes

Features

• Read Only mode now available in Roles.
• Tiered Commission now available upon request.
• Global Settings option now available to hide/show Smart Links, Offer Links and Impression Links to Partner.
• Coupon Codes now create unique tracking URLS and have been added to the Partner Portal.
• Coupon Code column is available in Analytics > Flex.
• Impression Report now available.
• Variance Report now includes monetary value columns.
• Alerts section fully revamped.
• Integration section updated and MailChimp's Mandrill added.
• Direct Messages can now be scheduled.
• Partner Sign Up Form now has customizable required fields and visibility.
• Offer URLs can now be added in Bulk via a CSV.
• Custom Revenue & Payout section updated.
• Event Revenue & Payout can now be adjusted in the Conversion Report.
• Scheduled Actions now available for Events.
• Scheduled Actions overview can now be filtered by Partner.
• Macro added for conversion IP from MMPs.
• Payment Method dropdown now includes Bitcoin.
• Shopify reporting now includes Order Number.
• API Updates: Smart Link ID encoded value, bundle_id and platform.

Fixes

• Columns now aligned when viewing History.
• Characters On now allowed in Creative Names.
• Removed option for rotating destination URL if Direct Linking in enabled.
• Label field size adjusted.
• Default conversion method updated to https.
• Ezepo and Optizmo cards moved in Partner UI.
• Partner Postback Test Tool now passes sub1.
• Columns in Flex report in Advertiser UI fixed.