User Management - Everflow Helpdesk

The User Management feature allows you to track an individual user across multiple Offers and Partners and apply dynamic changes to their Revenue & Payout.

Use Case Examples:

Rewarding Volume: If you sell different varieties of pancakes, you can use a customer's email address to track each purchase. With User Management, you can automatically pay a Partner a higher commission per sale once that customer purchases your product 5 times.
Cross-Promotional Tracking: If you operate websites selling different types of insurance (auto, homeowners, travel), you can use a user's phone number to track their activity. If a user who previously showed interest in auto insurance later buys travel insurance, you can reward the Partner with a higher payout for driving that high-value conversion.
New Customer Bonus: If you run a subscription service, you can offer a partner a special one-time bonus for driving a user's very first transaction, rewarding them for acquiring a new customer.

To use this feature, the advertiser (i.e., brand) must be able to pass back a unique user_id with each conversion. This could be an email address, phone number, or any other unique identifier.

A How-To Guide with Example

Key Concept: How Rules Are Triggered User Management rules are not applied in real-time. The system evaluates a user's existing conversion history to see if it meets your goal. If it does, the rule is applied to the next conversion that comes in.

Example: You want to apply a new payout on a user's 5th purchase.

You must set the rule's goal to trigger when existing conversions are "Greater Than 3".
After the 4th conversion happens, the system sees the user now has more than 3 conversions. The condition is officially met.
When the 5th conversion arrives, the rule is applied.

This guide will walk you through setting up a rule step-by-step.

Data Points

Data Points are the custom parameters you use to pass user-specific information in your conversion tracking.

Navigate to User Management -> Data Points.

Click Data Point to create a new one, or click the

to edit an existing one.

Define the Name (e.g., "Pancake Flavor") and the Parameter (e.g., pancake_flavor).

The Parameter must be formatted without spaces and in lowercase letters (underscores _ are allowed) as it will be added to your tracking links or scripts.

Rules and Settings

Rules define the conditions under which a new Revenue or Payout will be applied.

Navigate to User Management -> Rules. Click Add.

Fill out the basic details:

Name: Give your rule a descriptive name.

Targeting: Define which Offers or Advertisers the rule applies to.

Aggregation Level: Select how data is grouped (e.g., User + Partner).

The aggregation level cannot be edited after the rule is created. If you need to change it, use the Copy feature to create a new version.

Time Period: Choose the timeframe for counting conversions toward your goal.

Daily, Weekly, Monthly, Global: These periods reset at the start of the next interval.

New! Since User Signup: This creates a rolling window of time that begins the moment the first conversion is recorded for a user_id. For example, setting this to "30 Days" means the rule will apply to conversions that happen within 30 days of that user's first-ever conversion.

Click the Settings tab to define the core logic.

Trigger Type (Crucial Setting): This determines how the new payout is applied.

Recurring: This replaces the original Payout/Revenue. It will apply to every conversion that occurs after the goal is met (until the Time Period resets). This is ideal for ongoing adjustments.

One-Time: This is treated as a bonus and is added on top of the original Payout/Revenue. It applies only once—to the single conversion that first meets the goal. This is perfect for rewarding specific, singular events like a first purchase.

Pro Tip!

If you add more than one goal to a rule, all conditions must be met before the rule is applied. The system uses "AND" logic, not "OR". For example, if you have two goals, Goal A AND Goal B must both be true for the rule to trigger.

Goals: Define the conditions that must be met.

Metric: Choose what to measure (e.g., Conversions or a specific Data Point).

Aggregation Type / Operator / Value: Define the calculation (e.g., Sum, Greater Than, 3).

Revenue & Payout: Define the change to be applied. You can increase or decrease by a percentage, a flat amount, or set an exact new value.

Managing Your Rules

From the main User Management -> Rules page, you can use the

menu on the right of any rule to manage it.

Copy Rule: As some settings (like Aggregation Level) are locked after creation, copying is the best way to create a new, editable version of an existing rule.

Pause Rule: Temporarily deactivate a rule without deleting it.

Delete Rule: Deleting a rule is permanent and cannot be undone. The rule and its history will be gone forever. If you may need the rule again, it is always safer to Pause it instead.

Updating Your Conversion Methods

You must update your conversion tracking to pass the user_id and any custom Data Points. Below are examples of how to add user_id=ilovepancakes@gmail.com and a Data Point blueberry_pc=1.

Server Postback:

HTML Pixel:

JS SDK Conversion Script:

Reporting & Verification

User Management -> Conversions: Search for conversion details for a specific User ID.

Analytics -> Flex Report: Add columns for your Data Points or use "UM Metrics" to analyze performance.

To see if a User Management rule was applied to a specific conversion, find that conversion in your reports. The rule's name will be a clickable link in the conversion details, confirming that it was successfully triggered.

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Track your customers individually across multiple offers and apply special payouts based on their activity.

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Overview

Use Case Examples:

A How-To Guide with Example

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