Overview

This article will walk you through the different features of the Everflow Partner Portal.

For more articles/webinars on specific questions about the portal - [Click Here]

Table of Contents


Menu Icon: Click the 3 horizontal lines to display the menu, and anywhere outside the menu to make it disappear again.

<| Expand/Collapse: Click the <| icon on the bottom left to expand and collapse the menu "permanently".

Pins: Hover over any menu item on the left-side menu and click the pin icon it to the sidebar.

Search: You can search for any ID or name and click on the desired search results to take you directly to that page or report. This includes transaction IDs.

Recent Notifications: View a list of recent notifications about your account.

My Account:

  • My Account

  • Notification Preferences

  • Logout

  • Offer Applications: At the top of your dashboard, updates are displayed about Offers for which you have applied. To read more about managing your notifications - [Click Here]

  • Tracking Link Generator: Quick access to creating tracking links for any Offer you are approved for.


Manage Offers

For more information on the visibility column and how to be approved for Offers - [Click Here]

  • Search Bar: search by Offer Name or Offer ID

  • Pull Down (Default set to show All): Filters by the Visibility column

  • Table Filters: Filters Offers based on Category, Countries, Platforms, Payout Types and Channels

  • Table Actions

    • Columns: Customize what columns are displayed in the Offer view

    • Show API Request

Any Offers you are approved for will have a Get Tracking Link button.

Click the vertical dots for access to the Offer Report, Conversion Report, and View Postbacks.

Once you click on the Offer, you can see all available details and access Offer Tracking Links. To find out more about how to pull tracking links - [Click Here]


Coupon Codes

This feature can be found in your menu under Coupon Codes.

A Coupon Code is unique per Offer/Partner and can be used to track a conversion or it can be used in a tracking link to track clicks and conversions. Coupon Codes are created by the network, but are accessible from the Partner portal, as shown below.


This feature can be found in your menu under Smart Links.

A Smart Link is a single tracking link that redirects the click to an Offer based on rules, targeting and/or KPIs. There are multiple Offers attached to each Smart Link. These are created and made accessible by the Network. You can see the Offers and rules associated with each Smart Link. Tracking Links are pulled the same way as Offers.


Setting Up Postbacks and Pixels

To read the article on the specifics for placing a postback/pixel - [Click Here]

Conversions: Base conversion postbacks/pixels are listed here. When adding new postbacks/pixels you can must designate its use: either Global, or Specific, in the case that it’s only to be used for certain Offers. If a global and specific postback/pixel are set, both (all) will fire.

Events: Event postbacks are listed here. Please note: Not all offers have events.


Reporting

Under Reporting, there are multiple options for specific types of reports and how to manage them.

All reports have the following options in common and display top-level data:

  • Time Frame: Select the timeframe in which you would like to run the report. The report will automatically run for the timeframe of Today.

  • Add Filter: Allows you to add filters such as offer name, to the report.

  • Time Zone

  • Currency

  • More Options

    • Save: Save this report to be used again in the future. The save will include all filters, settings and metrics.

    • Load: Select a saved report to quickly load.

    • Schedule Report: Schedule this report to be sent to you via email on a recurring timeframe.

    • Copy Link to Report: This will copy the link to your clipboard for quick sharing of reports.

    • Show API Request


Analytics

These reports give you more flexibility to see in-depth metrics and data.

Please Note: The articles suggested below are shown from the perspective of the Network, however the functionality is the same in both the Network and Partner Portal.

Dimensional: Can filter and view multiple metrics and data points in one view and hone in on a specific data point. It can be compared to a pivot table in Excel.

For a more in-depth article - [Click Here]

Flex: Functioning as a pivot table, the Flex report allows you to flexibly group and slice data by selecting one or more columns. This is useful for building a customized free-form report to view the data in any way you like.

Dynamic Nested: (shown above) Select the top and second level of data displayed.


Company Settings

Access the following list of settings by clicking Company Settings.

My Account

  • General tab: Update information about yourself/company. This is also where you can update your timezone, currency and password.

  • Notifications tab: Update your notification preferences here.

Platform Notifications

You can see a list of all notifications from the beginning of your account. To read more about managing your notifications - [Click Here]

Invoices

Please note that not all networks display invoices. Using the drop-down, you can filter the list by Paid, Unpaid, and/or minimum and maximum balances.

Documents

View documents or resources shared with your company here.

Integrations

View and manage connected social media accounts.

Configuration

View billing settings.

Terms and Conditions

View the log of T&Cs that you have accepted.

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