How To Customize The Partner Platform

Learn how to tailor Partner Platform for your Partners, including dashboard layout, metrics visibility, and custom content to create an optimized experience for your Partners while maintaining control over what information they can access.

Overview

A well-organized Partner dashboard is crucial for Partner success and program efficiency. By customizing the dashboard, you can control what information Partners see, how it's presented, and even add personalized content to enhance their experience.

This guide will walk you through all available customization options, from basic layout adjustments to advanced personalization using custom HTML cards.

Key Terms

Check out these terms before reading this guide:

➔ Partner UI: The interface Partners use to access your program's offers and track their performance.
➔ Dashboard Cards: Individual sections on the dashboard that display specific metrics or tools.
➔ Custom Card: A flexible HTML-based card for displaying custom content and announcements (for example, you can choose to display a default Partner tracking link for a specific Offer or show the client account manager info to the partners).
➔ Macros: Dynamic placeholders that automatically populate with Partner-specific information.
➔ Partner Dashboard Customization: The interface through which you manage the dashboard layout and visibility.

Understanding Dashboard Components

Available Dashboard Cards

Metrics: Shows key performance indicators
- Clicks: Shows the total clicks tracked through the Partner's Everflow Tracking Links
- Conversions: Shows successful Base Conversions attributed to the Partner
- CVR (Conversion Rate): Shows the percentage of Conversions per Clicks
- Events: Shows additional actions tracked before or after the initial Base Conversion
- EVR (Event Rate): Shows the average number of Events per unique Conversion
- Impressions: Shows the total Impressions for all Offers the Partner is running
- Redirect Traffic Revenue: Shows an overview of revenue earned from redirected traffic
- Revenue: Shows an overview of gross revenue reported to Everflow for the Partner
Performance: Compares metrics over time
Offers: Lists available promotional opportunities
Custom Card: Space for your personalized content
Tracking & Asset Generator: Tools for creating promotional materials (usually links)

Customizing The Dashboard Layout

Configure the layout and visibility of cards on the partner dashboard.

‍Basic Customization

Navigate to Control Center > Partner Configurations

Select the General tab

Find the Partner Dashboard Customization card

Click Edit

Managing Card Visibility

Use the toggle button in the upper right to show/hide specific cards
All changes affect all Partner dashboards
Partners can't override your visibility settings

Adjusting Card Layout

Resize Cards: Click and drag card edges

Reposition Cards: Click and drag card headers

Save Changes: Click Save Dashboard to apply updates

Creating Custom Content

Add and personalize custom content to the partner dashboard.

Enable the Custom Card using the toggle button.

Click Edit on the Custom Card.

Input your HTML content.

Use macros to personalize the content.

Available Macros

Account Manager Related Macros

{account_manager_email} - Email address of the Partner's assigned account manager

{account_manager_first_name} - First name of the Partner's account manager

{account_manager_last_name} - Last name of the Partner's account manager

{account_manager_im_identifier} - Instant messaging identifier for the account manager

{account_manager_im_software} - The instant messaging platform used by the account manager

Partner Related Macros

{affiliate_id} - The unique identifier assigned to the Partner

{affiliate_referral_url} - The Partner's referral URL for tracking purposes

{email} - The Partner's registered email address

{first_name} - The Partner's first name

{last_name} - The Partner's last name

{user_id} - Partner's unique user ID in the system

{encoded_value} - A system-generated encoded value for secure data transmission

Real-Life Examples

These real-life examples demonstrate how to create visually appealing and informative custom cards for your Partner dashboard.

The following HTML templates/examples showcase different styles and use cases that you can adapt to enhance communication with your Partners.

Again, these are just examples - please use your own html.

Announcement Card Example

Welcome Message Example

Both examples illustrate how combining visual design elements with personalized macros creates engaging dashboard content that Partners will find valuable.

By implementing similar custom cards, you can effectively communicate important announcements, provide personalized contact information, and highlight special promotions directly within your Partners' dashboard experience.

Pro Tip!

➔ Use the preview function before saving changes.
➔ Test custom HTML in a staging environment first.
➔ Keep Custom Card content concise and relevant.
➔ Use macros strategically for personalization.
➔ Document your customization choices for future reference.

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