EF Helpdesk

Learn how to use Everflow's core tools to manage Partners like Affiliates and Content Creators, create tracking links, process payments, and provide support.

Overview

So you've got Partners set up in Everflow - nice work! Now comes the fun part: making everything run smoothly.

These articles cover all the day-to-day stuff: from setting up tracking links, controlling who sees what Offers, and making sure everyone gets paid (and on time!).

Key Terms

But before we dive in even deeper, here's a quick rundown of terms you'll see throughout these guides:

➔ Offer Visibility: Controls who can see and access your Offers (public, private, or needs approval).
➔ Tracking Link: A unique URL assigned to Partners for promoting specific Offers and tracking their performance.
➔ Communication Hub: Everflow's central platform for communications with Partners, Advertisers, and Network Users.
➔ Custom Cards: Customizable content blocks for sharing important information with Partners.
➔ Partner Invoice: A document recording commissions earned by Partners for successful promotions and your payments.
➔ Impersonation: A tool that lets you see Everflow exactly as your partner sees it, helpful for solving problems.

Where Do I Start?

If you're just starting out, check out Offer management first.

Already know the basics? Feel free to skip to the good stuff like automated payments or troubleshooting tools.

Jump into any topic:

Managing Offer Visibility and Partner Access

Control who sees your Offers and how they access them. Find out when to make Offers public vs private, set up approval requirements, and handle access requests.

Generating and Managing Partner Tracking Links

Everything you need to know about tracking links! Find them quickly in the platform, create single links with custom settings, or make bulk links when you need lots at once.

Processing Partner Invoices

Get the hang of our invoicing system. We'll show you how to create invoices (both manual and automatic), make adjustments when needed, and keep everything organized.

Processing Partner Payments

Ready to pay your Partners? Use Everflow Pay, PayPal, Tipalti, or many others. Handle single or bulk payments, check if everything went through okay, and fix common payment hiccups while keeping everything secure.

How To Support & Impersonate Your Partners

Help Partners like a pro with our support tools. The coolest part? Our impersonation feature lets you see exactly what your Partners see - making it super easy to spot and fix any issues they run into.

Partner Communication Tools

Get familiar with the Communication Hub, create Custom Cards that grab attention, share Offer details clearly, and set up notifications so Partners never miss out on new opportunities.

Did This Help You Today?

Yes

Next in This Series

Managing Offer Visibility & Partner Access

Learn how to use Everflow's core tools to manage Partners like Affiliates and Content Creators, create tracking links, process payments, and provide support.

Lorem Ipsum Dolor Sit

Overview

Where Do I Start?

Looking for extra support?