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Platform Default Notifications
Platform Default Notifications

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Platform Default Notifications

Learn how to set up alerts for your platform activities - choose between in-app notifications or email updates for things like caps, new signups, and billing.

Overview

Want to stay on top of what's happening in your Everflow instance? You can set up notifications to keep you in the loop. Choose whether you want alerts to pop up in the platform itself, land in your email, or both.

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These alerts can tell you about things like when offers are close to hitting their limits, when new Partners sign up, or when invoices are ready.

The best part? You can pick and choose exactly which notifications you want to get - no need to deal with unnecessary alerts.

Important to Remember Editing default notifications will not modify existing notification settings - it only affects new accounts.

All notifications (both in-app and email) are optional and can be enabled/disabled according to user preference.

Each notification can be configured independently for in-app and email delivery

Notification Categories

Offer Notifications

           Notification Type              Trigger              Available Notifications                  Offer Approaching Daily Cap              When an Offer reaches 90% of its daily cap              In-app and/or Email                  Offer Approaching Monthly Cap              When an Offer reaches 90% of its monthly cap              In-app and/or Email                  Offer Approaching Weekly Cap              When an Offer reaches 90% of its weekly cap              In-app and/or Email                  Offer Approaching Global Cap              When an Offer reaches 90% of its global cap              In-app and/or Email                  Offer Reached Daily Cap              When an Offer reaches its daily cap              In-app and/or Email                  Offer Reached Monthly Cap              When an Offer reaches its monthly cap              In-app and/or Email                  Offer Reached Weekly Cap              When an Offer reaches its weekly cap              In-app and/or Email                  Offer Reached Global Cap              When an Offer reaches its global cap              In-app and/or Email                  Offer Created              When a new Offer is created              In-app and/or Email                  Offer Status Changed              When the Offer status changes              In-app and/or Email                  Offer Description Changed              When the html description is modified              In-app and/or Email                  Creative Added to the Offer              When a new creative is added              Traffic Optimized                  Offer Approaching Daily Cap              When SmartSwitch triggers an optimization              In-app and/or Email      

Offer Group Notifications

           Notification Type              Trigger              Available Notifications                  Offer Group Approaching Daily Cap              When group reaches 90% of daily cap              In-app and/or Email                  Offer Group Approaching Monthly Cap              When group reaches 90% of monthly cap              In-app and/or Email                  Offer Group Approaching Weekly Cap              When group reaches 90% of weekly cap              In-app and/or Email                  Offer Group Approaching Global Cap              When group reaches 90% of global cap              In-app and/or Email                  Offer Group Reached Daily Cap              When group reaches its daily cap              In-app and/or Email                  Offer Group Reached Monthly Cap              When group reaches its monthly cap              In-app and/or Email                  Offer Group Reached Weekly Cap              When group reaches its weekly cap              In-app and/or Email                  Offer Group Reached Global Cap              When group reaches its global cap              In-app and/or Email      

Partner Notifications

           Notification Type              Trigger              Available Notifications                  Partner Approached Custom Daily Cap              When Partner reaches 90% of custom daily cap              In-app and/or Email                  Partner Approached Custom Monthly Cap              When Partner reaches 90% of custom monthly cap              In-app and/or Email                  Partner Approached Custom Weekly Cap              When Partner reaches 90% of custom weekly cap              In-app and/or Email                  Partner Approached Custom Global Cap              When Partner reaches 90% of custom global cap              In-app and/or Email                  Partner Reached Custom Daily Cap              When Partner reaches custom daily cap              In-app and/or Email                  Partner Reached Custom Monthly Cap              When Partner reaches custom monthly cap              In-app and/or Email                  Partner Reached Custom Weekly Cap              When Partner reaches custom weekly cap              In-app and/or Email                  Partner Reached Custom Global Cap              When Partner reaches custom global cap              In-app and/or Email                  Partner Offer Application              When Partner applies to run an offer requiring approval              In-app and/or Email                  New Partner Created              When Partner is created by the network              In-app and/or Email                  New Partner Signup              When a new Partner signs up for an account              In-app and/or Email                  Partner User Email Changed              When Partner updates their email in the system              In-app and/or Email      

Advertiser Notifications

           Notification Type              Trigger              Available Notifications                  Advertiser Created              When Advertiser is created by the Network              In-app and/or Email                  New Advertiser Signup              When a new Advertiser signs up for an account              In-app and/or Email      

Action Notifications

           Notification Type              Trigger              Available Notifications                  Action Scheduled              When an action is initially created and scheduled              In-app and/or Email                  Scheduled Action Executed              When a scheduled action has been executed              In-app and/or Email                  Scheduled Report Generated              When a saved/scheduled report is ready to view              In-app and/or Email      

Billing Notifications

           Notification Type              Trigger              Available Notifications                  Invoice Created              When an invoice is created manually or automatically              In-app and/or Email                  Payment Executed              When an invoice payment is processed              In-app and/or Email                  Invoice Overdue              When invoice payment due date is reached              In-app and/or Email                  Partner Billing Information Updated              When Partners update billing info through portal              In-app and/or Email      

Network Notifications

           Notification Type              Trigger              Available Notifications                  Communication Hub Email              When a Communication Hub Email is sent to you              In-app and/or Email      

Security Notifications

           Notification Type              Trigger              Available Notifications                  New Login              New login detected from an unrecognized device              In-app and/or Email      

Network Employee Options

Some notifications allow Network Employees to choose notification scope:

  • Notify me for all events: Receive notifications for all Partners/Advertisers
  • Notify me for managed accounts only: Receive notifications only for assigned accounts
Note Partner Managers with "limited access" will only receive notifications for their Managed Accounts by default.
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Customizing Your Notifications

  • All notifications can be individually configured
  • For each notification type, you can:
    • Enable/disable in-app notifications
    • Enable/disable email notifications
    • Choose to receive neither or both
  • Consider your role and responsibilities when selecting which notifications to enable

What's Next?

After configuring your default notifications:

  • Review and test your notification settings
  • Ensure critical events have appropriate notification methods enabled
  • Set up filters or rules in your email client if needed
  • Periodically review and adjust notifications based on your need