EF Helpdesk

This guide shows you how to use Everflow's Partner management tools, from basic tasks like updating Partner details to advanced features for managing large programs.

You'll learn some of the essential features to keep your Affiliate partnerships running smoothly.

Navigating Partner Management

Basic Navigation

Access Partner Management:

Click Partners in the main navigation

Select Manage from the dropdown

View tabs: Existing, Pending (1), Unverified

Quick Actions

Add new Partner with +Partner button

Search Partners (search bar)

Filter views

Access table actions with

vertical dots

Available Tabs

Tab

Description

Existing

Active Partner accounts

Pending

Applications awaiting review. By clicking three vertical dots, you can reject or approve.

Unverified

Partners pending email verification. By clicking three vertical dots, you may bypass email verification or resend the verification email.

Partner List Management

Navigate to Partners -> Manage by opening the hamburger menu on your left. This page gives you an overview of Partners in your Everflow instance.

Essential List Features

Partner ID and Name
Country
Partner Manager
Labels
Today's Revenue
Payment Method

Advanced List Functions

Feature

Options

Table Customization

Click vertical dots

for Table Actions

Options include:

Bulk Edit

Request Outstanding Balance

Export Partners

Export User Emails

Columns Customization

Show API Request

Filtering

System Account Executive

Billing Frequency

Country

Has Run Traffic

Label

Partner Manager

Partner Tiers

Payment Method

Payment Terms

Region

Tracking Domain

Status Management

All (grey dot)

Active (green dot)

Inactive (yellow dot)

Suspended (red dot)

Partner Details Page

Accessing Partner Details

Click on Partner name in the list view

Direct navigation via Partners -> Partner Name

Use

the search bar -> type in Partner name or ID

Available Tabs

Tab

Details

General

Basic information

Status

Partner Manager

Currency settings

Created/Modified dates

Billing

Payment method

Tax ID/VAT

Billing frequency

Payment terms

Visibility

Offer access controls

Visibility settings

Permission management

Users

Add or delete Partner Users

Custom Settings

Offer-specific Custom Settings Management

Additional Tabs

Postbacks

Offer Applications

T&Cs

Scheduled Actions

APIDocuments

Tracking Domains

Platform Usage

History

Customizing Partner Details View

Click Preferences (gear icon)

Select Partner Page Tabs

Toggle desired sections

Reset to default if needed

Bulk Partner Management

Selecting Partners for Bulk Actions

Use checkboxes to select Partners

Click Actions dropdown

Change Status

Change Notification Preferences

Bulk Edit

Request Outstanding Balances

Bulk Editing

General (Partner Manager, Currency, Status, etc,)
Billing (Payment Method, Frequency, etc.)
Referral (Method, Duration etc.)

Examples

Partner List Management

Scenario: Basic Setup

Access Partners section through main navigation and Manage dropdown

Pick and choose what data you may or may not need, including Partner ID, Country, Today's Revenue, and Partner Manager

You can do a lot of actions from there (e.g. Configure payment method)

Add custom labels for organization

Use table customization options for relevant views

Bulk Management Tasks

Scenario: Multiple Partner Updates

Select Partners using checkboxes in the list view

Use bulk edit features for status changes

Update notification preferences across multiple accounts

Request outstanding balances for selected Partners

Export Partner data when needed

Partner Detail Configuration

Scenario: Individual Partner Setup

Configure general information including status and currency settings

Set up billing information including payment method and frequency

Manage visibility settings and Offer access controls

Add or modify Partner users through the Users tab (you need to create a User if you want a Partner to have access to Partner UI)

Review tracking domains, platform usage details, and reporting data

These examples show common ways to use the Partner management features. Each scenario covers tasks you can do with the available tools in your Partner management interface.

Naturally, you will find your own ways to go about Partner management and how to save some time on manual tasks.

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