On Hold Conversions - Everflow Helpdesk

On Hold Conversions enables networks to fire Conversions with a preset timer, determining when the Conversion becomes realized or gets counted as an actual "Conversion".

On Hold Conversions are only nominally called "Conversions" since the sale hasn't been fully accounted for.

This mechanism ensures Conversions are created and become payable at the right time while providing visibility on future conversions.

In Short:

Ideal for e-commerce businesses with return policies.

Prevents premature approval of Conversions before the return policy period ends.

Offers flexibility in managing Conversion timelines.

Step-by-Step Guide to On Hold Conversions

Navigating to On Hold Conversions

Log into your Everflow account.

Navigate to the Advertisers section in the main menu.

Find Postback Controls

Click the + Add button to create a new Postback Control.

Setting Up On Hold Conversions

In the General tab of the Postback Control setup:

Provide a name for your Postback Control

Set the status (Active/Inactive)

Choose the effective period (Always or Set Specific Date)

Under "Control Type", select "On Hold"

Once On Hold is selected, a new menu will appear.

In this menu, set the holding period for conversions:

Choose the time unit: Seconds, Minutes, Hours, Days, or Weeks.

Enter the desired number for the chosen time unit.

The holding period can range from as little as few seconds to several months or years.

When you modify the on-hold period (e.g., from 30 days to 60 days), this change only applies to new Conversions that come through after the change has been implemented. It follows the same principle as a postback control - changes only affect incoming Conversions after implementation, not existing ones that are already in the system.

Understanding Conversion Lifecycle

When using On Hold Conversions, you may encounter the following statuses:

Status

Description

On Hold

The conversion is within the specified holding period and is awaiting creation. You cannot consider On Hold a status, it's more of a label than anything.

Approved

After the holding period, if the conversion meets all criteria, it will be created as an approved conversion.

Rejected

On Hold Conversions can only be manually rejected, typically when a customer returns a product. On Hold Conversions are not automatically rejected after the holding period - they're automatically approved if no action is taken.

To understand how throttle functionality works with On Hold Conversions (if enabled), please contact Customer Success. They can provide detailed information and guidance specific to your account setup.

Configuring Rules

This setup allows a Rule to be put in place, in case there are other criteria of which On Hold conversions should apply.

For instance, you may wish to apply to On Hold Conversions only to those that have more than $0 of the sale amount.

If On Hold Conversions should apply to all incoming Conversions, you may set up a Rule that will never be observed.

For instance:

Adv1 / Does not contain / random_value_I_will_never_use

Accessing On Hold Conversions

Core Platform

The On Hold report will only appear in the UI when at least one Conversion has been configured with "On Hold" status in your postback controls. This ensures you only see relevant reporting data based on your Conversion tracking setup.

Core Platform users (with permissions) can access On Hold Conversions in the Reporting section.

Here's what you'll see:

Navigate to the Reporting section in the main menu.

Select On Hold from the reporting options.

The On Hold report provides a comprehensive view of all conversions currently on hold, approved, or rejected.

Key features include:

Date range selector for filtering Conversions.

Summary section showing total Conversions, approved, rejected, and currently on hold.

Detailed report with columns for: On Hold Conversion ID, On Hold Conversion Status, On Hold Period End, Date, Click Date, Delta (time difference), Offer, Partner, Revenue, Conversion IP, Session IP, Transaction ID.

Bulk action capabilities: You can now bulk approve or bulk reject multiple conversions at once for improved efficiency.

Individual conversion management: For single conversions, you can adjust Revenue, Payout, and Sale Amount inline.

Enhanced note editing: Each on-hold conversion now has an editable note field that can be updated and will carry through when the conversion is approved or rejected.

Core Platform users (with appropriate permissions) can perform actions such as viewing Conversion details, history, Click details, Offer information, Advertiser details, and Partner information.

They can also approve or reject Conversions directly from this interface, including bulk operations for multiple conversions.

Batch Processing and CSV Templates

For users who prefer batch processing, new CSV templates have been added for bulk updates:

Navigate to Reporting > Conversion Imports
Click Bulk Add to access the new CSV templates:

Update on hold conversion status by conversion ID
Update on hold conversion status by transaction ID
Update conversion status by conversion ID

These templates allow you to process multiple on-hold conversions efficiently through CSV uploads.

Partner Platform

Do you have Partners who want to see On Hold Conversion to optimize their performance and better estimate their success?

Partners can access On Hold Conversions in their Partner Platform, depending on the visibility settings configured by you in the Core Platform.

Here's what Partners will see:

Navigate to the Reporting section in the Partner Platform.

Select On Hold from the reporting options.

The Partner view of On Hold Conversions includes:

Date range selector for filtering Conversions.

Summary section showing total conversions, approved, rejected, and currently on hold.

Enhanced dashboard metrics: Partners can now see "Potential On Hold Revenue" and "Potential On Hold Payout" on their dashboard, giving them visibility into future expected earnings.

Partners can view Conversion details but cannot approve or reject Conversions.

Dashboard Enhancements

New dashboard cards have been added to provide better visibility:

For Core Platform Users:

On Hold Conversions count
Potential On Hold Revenue
Potential On Hold Payout

For Partners:

On Hold Conversions count
Potential On Hold Revenue (shown as "Revenue" to partners for simplicity)

These metrics help both networks and partners track and anticipate future conversion values.

Flowchart Integration

On Hold Conversions are now fully integrated into Everflow's flowchart visualization, showing:

Total sale amount, total revenue, total payout
Unrealized revenue and unrealized payout amounts
"On hold until" timing information

This provides a comprehensive view of conversion status within the visual flow representation.

Partner Visibility Control

As mentioned, Partner Visibility Control allows you to manage how On Hold Conversions appear to your partners in their Partner Portal. This feature provides flexibility in sharing Conversion information with your Partners.

Accessing Partner Visibility Control

Navigate to Control Center in the main menu.

Click on Platform Configurations

Select Global.

Click Edit Global.

Scroll down to the bottom of the page to find "On Hold Partner Visibility".

Navigate to Partner Configuration > Partner Dashboard > Metrics to enable "On Hold" and "Potential On Hold" metrics for partner visibility.

‍Setting Partner Visibility

Choose from three visibility options:

Visibility Option

Description

Invisible

Partners cannot see On Hold Conversions at all.

Restricted

Partners can see approved Conversions and On Hold conversions, but not rejected ones.

Visible

Partners have full access to view all On Hold Conversions, regardless of status.

‍Best Practices for On Hold Conversions

The On Hold period should match how long you give customers to return items in your online store. It's important to check and update these settings based on how your business is doing and when sales typically complete.

You'll get the best results by using On Hold settings together with other postback rules to manage your Conversions effectively. Plus, keep track of how On Hold Conversions affect your cash flow and your relationships with Partners, as this can impact your business.

Take advantage of the new bulk processing capabilities to efficiently manage large volumes of on-hold conversions, and use the enhanced dashboard metrics to provide partners with clear visibility into their potential earnings.

Good To Remember

On Hold Conversions are not a new status but a mechanism to manage conversion timing effectively. By using this feature in combination with Partner Visibility Control and the new bulk management tools, you can create a transparent and efficient system for managing conversions with your partners.

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