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Overview
You've completed the setup wizard and are off to a great start! This checklist will guide you through launching a successful Partner program with Everflow. Work through each phase, and don't hesitate to reach out to your Customer Success Manager if you need help along the way.
📋
Strategy
💳
Payments
⚙️
Technical
🤝
Partners
🚀
Launch
Don't wait to reach out—the sooner we connect, the faster you'll be driving results.
Pre-Launch Strategy
Before diving into technical setup, align with your team on what success looks like.
⏱ 30-60 minutes
Define KPIs and Goals — What does success look like? Increase sales, generate leads, drive sign-ups? Share these targets with your Customer Success Manager.
Define Your Target Audience — Who is your ideal affiliate? The best affiliates are typically your brand's target audience.
Set Your Commission Structure — Cost Per Action (CPA), Revenue Share, or flat fee. Learn about payout models →
Set Up Team & Permissions — Add employee accounts with appropriate roles. Everflow doesn't charge for seats. User roles guide →
Configure Platform Settings — Verify tracking domain, billing currency, notifications, and time zone in
Add Your Branding — Upload logo, set brand colors, and optionally configure a custom domain (not available during trial). Branding options →
Plan Partner Recruitment Strategy — How will you find Partners? Consider your existing network, the Everflow Marketplace, affiliate directories, or outreach campaigns. Discuss your approach with your Customer Success Manager.
Payments Setup
Setting up payments early ensures your Partners can get paid on time from day one.
Application typically takes 1-2 business days for approval, so start this process early.
Get Started with Everflow Pay →
⏱ 15-30 minutes (Everflow Pay approval: 1-2 business days)
Set Up Everflow Pay — Apply to streamline Partner payouts. Everflow Pay setup →
Configure Default Billing Settings — Set billing frequency, payment terms, and thresholds. Billing settings guide →
Technical Setup & Tracking
Accurate tracking is the foundation of your program. Choose a method, implement it, and test thoroughly.
⏱ 1-3 hours (varies by complexity)
Add Advertisers (Networks/Agencies only) — Add advertiser clients before creating offers. Brand owners can skip this. Getting started with Advertisers →
Create Your Offers — Configure landing pages, payout model, and targeting rules. Creating an Offer →
Add Conversion Events — What customer journey steps help optimize spend? Events overview →
Upload Creatives & Assets — Add banners, ad copy, and marketing materials.
Choose Your Tracking Method — Server-to-Server (S2S) Postback or JavaScript SDK. Tracking fundamentals →
Implement Tracking Code — Using Shopify? Use our one-click integration →
Set Up Integrations — Connect e-commerce, fraud detection, analytics, or CRM tools. Browse integrations →
Test Your Setup Thoroughly — Generate a test link, complete multiple test conversions, and verify data appears correctly in
Partner Management & Recruitment
Create a smooth signup experience and set Partners up for success.
⏱ 45-90 minutes
Customize Partner Sign-Up Form — Create the application and decide on manual or automated approval. Partner signup form →
Set Partner Terms & Compliance Rules — Define program terms, payment conditions, and traffic quality requirements. Communicate these clearly in your Partner portal and signup materials.
Add Existing Partners — Add manually, send your signup link, or ask your Onboarding Manager for a CSV template.
Prepare Welcome Materials — Create a welcome email and equip Partners with tracking links and creatives.
Configure Partner Communication — Set up Dashboard notifications or Communication Hub messages. Communication Hub →
Learn about the Marketplace →
Launch & Beyond
You're ready! Announce your program and start driving traffic.
⏱ Ongoing
Announce Your Program — Use the Communication Hub to notify Partners you're live. Communication Hub guide →
Monitor Performance — Track offer and Partner performance, identify top performers. Reporting guide →
Optimize Your Program — Reward top performers, adjust commissions, help Partners scale.
Maintain Communication — Keep Partners updated on performance, new offers, and promotions.
Month 2: Analyze performance data, identify your top-performing Partners, and begin optimization. Schedule your Month 2 check-in with your Customer Success Manager to review results.
Month 3: Scale what's working. Recruit more Partners in successful channels, adjust payouts based on performance data, and establish your ongoing program rhythm.
Questions?
Your Customer Success and Onboarding teams are invested in your success. Use the call links in your intro email to schedule time, or reach out anytime through the Support widget. We're here to help you launch and scale confidently!
➔ Webinar Library — Expert-led sessions
➔ Slack Community — Connect with other users
➔ API Documentation — Build custom integrations
➔ Contact Support — We're here to help
