EF Helpdesk

Learn how to create, manage, and track coupon codes in Everflow for accurate Partner attribution and performance tracking, with support for both individual and bulk operations.

Overview

Coupon codes in Everflow serve as a powerful attribution tool, allowing you to track Partner performance through easy-to-share codes.

Unlike traditional e-commerce discount codes, Everflow's coupon codes are specifically designed for tracking and attributing conversions to the right Partners.

This guide will show you how to implement and manage coupon codes effectively.

Key Terms

Key terms related to coupon code management and tracking.

➔ Coupon Code: A unique identifier used for Partner attribution (not a discount code, unless you have previously created a discount code on your side).
➔ Tracking URL: Automatically generated URL containing the coupon code.
➔ Attribution: Process of assigning conversions to specific Partners.
➔ Bulk Operations: Tools for managing multiple coupon codes simultaneously.
➔ Default Landing Page: The final URL where users are redirected.
➔ Tracking Domain: Custom domain used for coupon code URLs.

Understanding Coupon Codes

What They Are

Attribution tools for tracking Partner performance
Unique identifiers for each Partner-Offer combination
Generate trackable, user-friendly URLs

What They're Not

Not store discount codes / NOT e-commerce discount codes
Don't automatically apply discounts
Not integrated with e-commerce platforms
Not for promotional pricing

Everflow coupon codes are for tracking purposes only - the actual discount functionality must be set up in your e-commerce platform. For example:

Create your discount codes in your platform (e.g., Shopify's Discounts page)

Set up the discount rules and amounts

Then either:

Create matching tracking codes in Everflow individually

Or bulk upload them to assign to your Partners

How They Work

When a user visits a Coupon Code Tracking URL:

They are tracked as a click
Automatically redirected to your Default Landing Page
Performance is tracked to the assigned Partner and Offer

Creating Coupon Codes

Individual Creation

Navigate to Partners -> Coupon Codes

Click Coupon Code

Fill in required fields:

Coupon Code (alphanumeric, 2+ characters)

Status (Active/Paused)

Offer

Partner (can be added later but coupon codes can't be tracked without an assigned Partner)

Optional: Start/End dates

Description (supports HTML) - Partner-facing field for sharing restrictions, discounts, etc.

Internal notes

Coupon Code Rules

Must be more than 2 characters
Alphanumeric characters only
No spaces allowed
Case-insensitive
Must be unique per Partner
Can be used across multiple Offers for the same Partner

Managing Coupon Codes

Basic Management

View all codes in Partners -> Coupon Codes

Filter by status, Partner, or Offer

Access tracking URLs via

icon

Edit or delete via

Bulk Operations

Bulk Adding

Click Coupon Code

Select Bulk Add Coupon Codes

Download and use template

Required fields:

offer_id

affiliate_id

coupon_code

status

Bulk Updates

Select multiple codes
Use Actions menu for status changes
Use CSV template for detailed updates
Optional fields: NOTES, START_DATE, END_DATE, DESCRIPTION, IS_DESCRIPTION_PLAIN_TEXT

Advanced Features

Unassigned Partner Codes

Create codes without Partner assignment
Store for future use
Assign Partners later

Codes cannot be used until Partner is assigned

Duplicate Codes

Same code for multiple Offers with same Partner
Must include Offer ID for conversion attribution
Example postback: ….&coupon_code=thebestcodeever&oid=448

Tracking URLs

URL Generation

Automatically created with each code
Uses your tracking domain
Format: trackingdomain.com/couponcode
Redirects to Default Landing Page

Implementation

Compatible with SmartSwitch, Targeting Rules, and Anti-Fraud Tools
Does NOT work with Direct Linking
Not recommended for Facebook/Google (use Direct Linking instead)

Example Setup

Tracking Domain: brandshop.com

Base URL: brand.com/products

Coupon Code: PARTNER1

Generated URL: brandshop.com/PARTNER1

Reporting and Analytics

Available Reports

Conversion Report (add Coupon Code column)
Analytics Flex Report
Click Report
Top-level reporting (Offer, Partner, Advertiser Reports)

Performance Tracking

Track clicks and conversions
Monitor Partner performance
Analyze code effectiveness
Compare conversion rates

Partner Access

Coupon Codes appear as menu item in Partner Portal (if you have granted them access and assigned them a Coupon Code)
Partners can access their Coupon Code Tracking URLs
Partners can view code descriptions and requirements

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