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Advertiser Management
Advertiser Management & Billing
Navigating Advertiser Management & Details
Navigating Advertiser Management & Details

SERIES:

Navigating Advertiser Management & Details

Get familiar with Everflow's Advertiser Manage & Details pages, from general info and billing settings to advanced tracking and performance monitoring, to efficiently manage relationships whether you're handling individual Advertisers or scaling to hundreds.

Why Effective Advertiser Management Matters

Everflow gives you a lot of different ways to check out your Advertiser info without even having to dive into reports. You can get as detailed as you need.

Of course, Reports and Analytics are where you go for those big-picture numbers and metrics. But the Manage and Details pages? They're your go-to for quick actions and managing everything – kind of like your own “management suite,” if you may.

It’s a great place to spend your time if you want to maintain professional relationships with Offer owners and track performance and revenue accurately without going into reporting.

Plus, the Manage and Details pages make it super easy to go from seeing all your Advertisers at once to zeroing in on just one. You can view or edit them, depending on what you need to do.

In this guide, we'll walk you through some of the cool things you can do on these pages. We'll show you how to save time and get the most out of them every time you click on an Advertiser.

Managing Advertisers

Accessing Advertiser Management

Click Advertisers in the main navigation. Select Manage from the dropdown. Available tabs: Existing: Active Advertiser accounts Pending: Applications awaiting review

Basic Features: "What Can I View?"

Key Information Displayed:

  • ID
  • Name
  • Account Manager
  • Sales Manager
  • Labels
  • Verification token
  • Today’s Revenue
  • Created
  • Modified
Pro Tip! We recommend using Labels for organization and setting up automated invoices when possible to have consistent documentation.

Advanced Features: "What Can I Do?"

Table Actions

Access via vertical dots menu:

  • Bulk Edit
  • Export (CSV or JSON)
  • Columns Customization
  • Show API Request

Available Filters

  • Status
  • Account Manager
  • Business Unit
  • Labels
  • Sales Manager

Via the vertical dots menu, you can save your filters as a Preset or expand them on your right.

Advertiser Details Page

Accessing Advertiser Details

Navigate via Advertisers > [Advertiser Name] That will take you to the Details page.

Available Tabs

           Tab Name              Available actions and information                  General                    Basic information        Status        Attribution settings        Created/Modified dates          Billing            Visibility settings            Advertiser Specific Partner Sign Up and more                        Events                    Track additional actions (aka Advertiser-level Events)        Edit, delete, or deactivate them        Set up custom advertiser-level events        Created/Modified dates                        Users                    Add new users to give them access to the Advertiser Portal        Deactivate old users                        Offers                    View all Offers assigned to this specific Advertiser        Monitor performance (Revenue, Payout, Clicks)        Manage settings        Get Tracking Links, view Offer Reports, etc.                        API Keys                    Generate API access        Review already generated API keys                        API IPs                    Review API addresses you accept calls from                        Documents                    Store contracts        Save important files for your Advertisers        Track agreements                        History                    View account changes        Track modifications        Monitor updates                        Product Feeds                    Upload and manage product catalogs        Share product information with Partners        Track individual product performance                        Deals                    Store information about deals (Deals are discounts available by store, category, product, etc. for your partners to promote)        Track discount campaigns        Using this feature allows affiliates to access this deal information via API