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Partner Management
Getting Started With Partners
Partner Setup
Partner Setup

SERIES:

Partner Setup

Partner Setup

Start managing and setting up Partners in Everflow - including Publishers, Affiliates, Media Buying channels, and Influencers.

Overview

Welcome to managing Partners in Everflow! This series will help you navigate every aspect of Partner management, from initial setup to payouts.

At its core, Partner management is straightforward: Your Partners promote your Offers using unique tracking links, drive valuable traffic to your business, and earn commissions for successful Conversions. Think of Everflow as your central command center for managing these relationships - from the moment a potential Partner applies to your program (or you add them), through their promotional activities, all the way to processing their earnings.

The "Partners" section in your navigation menu is where most of the magic happens. Whether you're onboarding new Partners, reviewing applications, distributing Offers, or managing payments, you'll find all the tools you need to build and maintain successful partnerships.

Ready to start building your Partner network? Let's dive in and set your program up for success.

How to Use This Guide

Like a well-crafted book, this series flows from chapter to chapter. Each part connects to the next, so while you can skip around, starting from page one will give you the clearest picture.

Here's what you'll find in each part:

  • Step-by-step instructions that walk you through every task
  • Real examples that show how things work in practice
  • Key tips and notes to keep in mind
  • Screenshots and visuals that make everything crystal clear
1 Who Is A Partner In Everflow? Learn about the different types of Partners you can work with - from individual Influencers to large publishing networks or even your media buying channels. 2 How Partners Access Everflow Understand how your Partners get started with Everflow and what basic tools Everflow provides them - from a personalized dashboard to a Tracking Link generator. 3 How to Set Up Partners Manually Learn how to add new Partners through the "Add Partner" form and walk through the essential fields needed to set up a Partner account. 4 Setting Up Partners Via Sign Up Form Learn how to create and customize your Partner sign-up page, from finding your sign-up URL to customizing application fields, terms and conditions, and automated approvals. 5 Partner Verification and Approval Learn how to handle incoming Partner applications through the pending applications dashboard. Understand the verification process, from email verification settings to application review.

"Where Do I Start?"

Ready to dive in? We recommend starting with "What Is A Partner In Everflow?" to build a strong foundation. Click through each article in order to learn Partner management step by step. If you're already familiar with Partner basics, feel free to jump to the specific guide you need.

From the experience we know, the most successful partner programs start with a clear understanding of the basics. Take your time with each article to ensure you're setting up your program for success.

While media buying channels like Meta and Google Ads have to be set up as Partners in Everflow (they also have their own integration guides), this series focuses more on managing promotional Partners - your Publishers, Affiliates, Influencers, etc.

These Partners promote your Offers through various channels, from website placements and email newsletters to content partnerships and social media promotion.

Professional marketing companies, affiliate networks, and publisher networks also fall into this category of Partners.