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Getting Started With Everflow
Getting Started With Everflow

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Getting Started With Everflow

Step-by-step guide to set up your Everflow account, from understanding basic terms to creating offers and managing partner payments.

Overview

So you have an Everflow account… What now?

Follow these steps to learn the fundamentals, set up your account, and get your program up and running.

Know The Fundamentals

1 Understand How Core Entities Work Together We encourage you to start from the ground up and learn the language first. If you already know terms like Offer, Partner, Advertiser, & Event — feel free to skip ahead! 2 Navigate the Platform Now that you speak the language, let's explore the platform. Think of this guide as your GPS - showing you the fastest routes to everything you need to save more time on daily tasks.

Account Setup

3 Configure Your Billing Settings Language learned, map in place. Now first things first - let's get your account basics in order. This includes making sure you stay on top of your Everflow subscription. 4 Build Your Team Structure Ready to get your team started? Learn how to create roles and set permissions that keep your data secure while enabling your team to work efficiently. 5 Brand Your Instance Make Everflow feel like your own by adding your logo, colors, and custom domains. This guide helps you create a professional, branded experience that builds trust.

Program Setup

6 Setup Your First Advertiser Skip this step if you're a Brand promoting your own products - you're already an Advertiser! This guide is for networks, agencies, and teams managing multiple Advertisers. 7 Setup Your First Partner Start managing Affiliates, Influencers. and other Partners who will promote your Offers. We cover both manual setup and sign-up forms, plus tips for building strong promotional relationships. 8 Create Your First Offer Every product or promotion needs its own Offer in Everflow. This series walks you through setting up Offers that your Partners can promote, from basic configuration to advanced features. 9 Figure Out Tracking Explore all available tracking options including basic Click tracking through direct or redirect, Conversion tracking via S2S Postback or JS SDK, and Impression tracking to choose makes the most sense for your business. 10 Start Paying Partners Ready to reward your Partners? Learn how to set up payment methods, manage invoices, and process payouts quickly to keep your partnerships running smoothly and bring you more revenue.