Updated - Feature Release 3.4.4 (January, 2024):
Added Offer URL on Conversion Click Reporting in Partner Portal.
Updated - Hotfix 3.3.0 (July 2023):
Metric filters added to the following reports: Offer, SubID, Daily, Hourly, SmartLink, Flex, Dynamic Nested.
Added ability to save or schedule Conversion Report.
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
Sidebar and Menu Options
Menu Icon: Click the 3 horizontal lines to display the menu icon, 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 generating 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.
Smart Links
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
Metric filters are available for the following reports: Offer, SubID, Daily, Hourly, SmartLink.
Analytics
The analytics 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, and filter by metric. 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.