Your Go-Live Checklist - Everflow Helpdesk

Your launch-day roadmap. Work through this checklist to ensure your Everflow account is fully configured, tracking is tested, Partners are ready, and payments are set up for success.

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.

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Strategy

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Payments

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Technical

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Partners

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Launch

Your Success Team is Ready

Take full advantage of your included onboarding support

Your Customer Success Manager and Onboarding team are here to help you launch successfully. Use the Technical Call and Strategy Call links in your intro email to schedule time—these sessions are included with your account and designed to accelerate your time-to-value.

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 Control Center > Platform Configurations.

Add Your Branding — Upload logo, set brand colors, and optionally configure a custom domain (not available during trial). Branding options →

Payments Setup

Setting up payments early ensures your Partners can get paid on time from day one.

Why Everflow Pay?

The only payment method that auto-prompts Partners for their payment info

If you have a US entity, setting up Everflow Pay should be a priority. It saves time and ensures smooth, on-time payments.

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 →

Test Your Setup — Generate a test link, complete a conversion, verify it in Reporting > Conversions.

Set Up Integrations — Connect e-commerce, fraud detection, analytics, or CRM tools. Browse integrations →

Need Technical Help? Use the Technical Call link in your intro email to schedule time with our team. These sessions are included with your account—take advantage of this hands-on support to ensure tracking is set up correctly from day one.

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 →

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 →

Brand Owners: Explore the Marketplace

Discover quality Partners through the Everflow Marketplace

The Marketplace can be a powerful recruitment channel. Schedule time with your Onboarding Manager to learn best practices for creating compelling Marketplace listings and connecting with quality Partners.

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.

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!

Explore Related Content

Resources to support your launch and growth

➔ Get Everflow Certified — Master the platform
➔ Webinar Library — Expert-led sessions
➔ Slack Community — Connect with other users
➔ API Documentation — Build custom integrations
➔ Contact Support — We're here to help

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