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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