Updated in Feature Release 2.9.0 (October 20, 2020)

  • New redirect method 'Redirect for the permanent move (301)' has been added to the offer setup under Tracking & Controls
  • Conversions and events can now be registered using first or last touch attribution


Overview

This guide will walk you through the process for setting up your first Offers in the Everflow platform. An Offer is a product, product line or app for which you would like to track performance and Partner earnings.

  • If you have questions about terminology - [Click Here]

A How-To Guide

Creating the Offer

Please note: Your Customer Success Manager will walk you through the creation of your first Offer during your onboarding stage. To create a new Offer, we recommend that you start by duplicating an existing successful Offer.

To duplicate an Offer, navigate to Offers - Manage > Find an existing Offer - Scroll to right and click on the three vertical dots > Copy.

Editing the Offer

When you duplicate an Offer, you will start on the General tab for the duplicated Offer. On the General card, click Edit.

If you prefer to create an Offer from scratch instead of duplicating an existing Offer, navigate to Offers - Add.

Setting up an Offer

Complete each of the following steps to properly configure your Offer.

1. General

Define the general settings for your Offer.

RECOMMENDED - Name, Status, Advertiser, Category, Currency, Base Destination URL (For postback tracking - Transaction_ID is required).

Please note that app store data will be stored for Offers that utilize the App ID field.

ADVANCED

  • For more information regarding parameters and macros for your Base Destination URL (the link that will send users, and any added parameter's data, to the Advertiser) - [Click Here]
  • Recommended: For Description, click 'Set as plain text' check box, which will allow you to add a readable text description, without needing to use HTML.

2. Revenue & Payout

Define the revenue and payout associated with both the base Conversion event (product purchase, App install, lead signup, etc.) and any associated Event's Conversion (Up-sell purchase, In-App Purchase, deposit, etc.)

Revenue = What you will earn from a Conversion of the Offer (Accounts Receivable)

Payout = What will be paid to the Partner (Accounts Payable)

RECOMMENDED - Set Name, Revenue Type, Amount, Payout Type, Fire Partner Postback and any Events.

  • For a deeper overview on defining revenue/payout - [Click Here]
  • For a deeper overview on adding post-Conversion events - [Click Here]
  • For a deeper overview on Advertiser level events (and Global Event postbacks) - [Click Here]

3. Tracking & Controls

Define settings related to tracking, Caps, and Partner permissions.

  • Conversion Method - Server Postback (S2S) is the best method if your Advertiser/Shopping Cart handles it, or choose Pixel/JavaScript for Cookie-based tracking.
  • Force SSL - Recommended for optimal tracking reliability and security, enabling this toggle enforces the use of secure tracking links.
  • Enable Caps - Sets limits on traffic volume according to your budgets or other necessary considerations. Any attempted traffic delivered after a Cap has been reached will become an Invalid Click and be sent to Fail Traffic (if enabled).
  • Visibility - Public enables your Partners to view and start promoting the Offer immediately, Private allows access only to Partners you specify, and Require Approval allows Partners to apply for permission to run the Offer.
  • Unique Session Identifier - Recommended choice here is 'Cookie', '1' for Session Duration, and 'Days' for Time Interval. The length of time indicates how long a click is considered a duplicate click, with the same cookie during that time frame.
  • Redirect Mode - Use Standard (302) as the default method for all offers as it is the fastest and most reliable way to redirect clicks. For SEO traffic, the method Redirect for the permanent move (301) may be used, which preserves the majority of the link equity for SEO purposes but could cause duplicate clicks to be dropped.

4. Attribution

Set additional parameters related to validating Clicks and Conversions. Generally, these features are not necessary but can be helpful in certain cases, including: the ability to block Conversions and associated Payouts that occur outside of the defined time window between Click and Conversion, Impression Tracking & Attribution (enabled upon request) and tracking through Server Side Clicks (not recommended for most clients).

  • For a deeper overview on the Click-to-Conversion function - [Click Here]
  • For a deeper overview on Impression Tracking - [Click Here]
  • For a deeper overview on First Touch vs. Last Touch Attribution - [Click Here]

5. Targeting

Targeting is where you set requirements for which User’s Clicks should be accepted for the Offer. Clicks that don’t match with the traffic settings will show up as Invalid Clicks and will be sent to Fail Traffic (if enabled), or to an empty page (if Fail Traffic is disabled). The Targeting rules are based on the User's device and location, while language is detected from the User's browser.

6. Fail Traffic

Enabling Fail Traffic allows you set rules for where Invalid Clicks will be sent from this Offer. When disabled, Invalid Clicks will be sent to an empty page. One of the most effective tools for managing Fail Traffic is a Smart Link.

  • For a deeper overview on redirecting failed traffic - [Click Here]
  • For a deeper overview on using Smart Links - [Click Here]

7. Creatives

Upload creative files to send to Partners for their promotions. This option allows you to upload: Archive (Zip file with multiple creatives up to 100 MB), images, videos and emails. Max individual file size is 20 MB.

8. Email

Useful information if you're working with Email Partners. You can display approved 'Subject' and 'From' lines, implement suppression lists and more.

  • For a deeper overview on managing email traffic - [Click Here]

Once the Offer is set up, you are ready to generate revenue. In order to track your conversions, Advertiser postbacks must be created - [Click Here] to get started.


NEED HELP? OUR CUSTOMER SUCCESS TEAM IS HERE FOR YOU!

We've assembled a superstar team of industry veterans that are available around the clock to make sure that your issues are resolved and questions are answered. You can reach out any time in-platform via Chat or by emailing support@everflow.io.

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