EF Helpdesk

This article outlines the essential and further explorable general settings for creating or editing an offer in Everflow, including name, status, advertiser association, currency, and description, which are crucial for a quick and efficient offer launch.

Introduction

Note This current guide assumed you're creating or editing an Offer. If you'd like to learn how to access the create or edit views for an Offer, refer to this guide.

First up, the General Settings. This tab has numerous options, but we'll concentrate on the essential settings you need right now. Getting these basics in place will allow you to launch your offer quickly and efficiently. You can always fine-tune the other settings later.

Accessing The General Settings View

If you’re creating a new Offer, this will be the first thing you’ll see.

If you need to edit your General Settings for a specific Offer, here’s how to access that:

Head over to the left navigation menu, and click on -> Offers -> Manage

In the Offers Manage view, for a specific Offer, click on -> Edit

Here you’ll see the General Settings, ready to be edited.

Understanding The General Offer Settings

Move Fast With Essentials

If you’re new to Everflow & just trying to move fast, the Essential fields are all you need to configure.

The Essentials - The Only Requirements

Name

Name is externally visible (displayed to both Partners & Advertisers).

Thumbnail

Upload a thumbnail for the Offer, visible to both Partners & Advertisers.

Status

The Offer Status can be one of the following:

Offer Status

Description

Active

The default state of an Offer, all tracking and attribution is working and the symbol is Green.

Paused

The Offer can be Paused, all tracking & attribution will still work but Clicks/Conversions won’t result in any Revenue shown or Payout for your Partners.

Pending

The same as Paused, generally used when creating a new Offer that isn’t ready to be Active yet.

Deleted

In order to delete an Offer, you would simply mark the Status as Deleted. All tracking & attribution will be turned off, and the Partner’s tracking links will no longer work but reports will still show this Offer’s historical data.

Advertiser

Each Offer can be associated with a specific Advertiser that you’ve added. This will help with reporting and categorization of all Offer related activity. Networks generally use this feature.

If you’re a Brand, you’d just select yourself as the Advertiser, since it’ll be your only option.

This field might be renamed to Brand in your Core Platform View.

Currency

Externally visible Currency used for Revenue and Payout reports. The reporting around this Offer will all show in the currency you’ve chosen for this Offer.

The Offer Currency is not what will be used to generate Invoices, for more information on how to generate Invoices in a specific currency, refer to this article!

Currency settings cannot be changed after the Offer has gone live.

Description

A public description that is viewed by Partners, feel free to write anything here that helps make it an enticing Offer for Partners to work with.

Fields To Explore Further

Assign To Offer Group

Group of Offers that share a cap on clicks, conversions, payout, or revenue. Read more about this functionality here.

Labels

Labels are keywords which can be used for internal reporting, searching or filtering.

They are useful for analyzing efforts - e.g. use "ecomm" to report on E-Commerce Offers or create a label like "Conference2024" for Partners met at an event. You can later run a report to see how much revenue your partners brought and whether you want to attend that conference again.

Learn more here.

App Identifier

This field is useful for mobile apps. Provide the App Identifier (Bundle ID) if promoting an app, visible in URLs in bold as such:

Preview URL

The Preview URL is the final Landing Page after clicking the , grabbed as a snapshot by the system. This is used typically when Redirect Partner Tracking Links are being utilized to allow the Partner to see the final landing page without clicking on the tracking link.

Internal Notes

Add private notes that are only visible internally for your team.

Project ID

Internal Only - Used for tracking Insertion Order IDs.

Channels

Used for organizing allowed traffic channels for external and internal visibility. Traffic channels are the accepted methods for Partners to promote the offer.

For example, driving traffic through Affiliate, Facebook, Native, etc. Everflow does not enforce the use of approved traffic sources added as a Channel. This field is a clear way to filter and manage offers by Channels. Please click here to find out about Traffic Control options.

Set Expiration Date

Date after which the Offer Status changes to Inactive. The date is inclusive.

For example, if the date is 2025-03-03 the offer will remain active until 2025-03-03 23:59:59. Many customers use this for Holiday promotions like Christmas, etc.

Advertiser Campaign Name

Note For Singular users only.

Allows you to pass an alternative Offer name when required by an Advertiser's platform. This is commonly used for Advertisers using Singular, which requires a specific naming scheme that may not be user-friendly for your Everflow Partners.

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