This guide will help you customize your Everflow account and outline simple ways to brand your instance, including:
Uploading Logo/Favicon
Navigate to Control Center > Configuration > UI Customization > Edit. The logo will be displayed in the Login page, in the Advertiser and Partner Portals, as well as on signup forms and invoices.
You can also update your favicon (the small icon displayed in a browser's tab) here.
Editing Color Scheme
You can edit the color scheme inside your platform by navigating to Control Center > Configuration > UI Customization > Edit. These colors will be displayed in the Login page, in the Advertiser and Partner Portals, and on signup pages. You can choose:
Primary color: Used for navigation bar and main action buttons
Secondary color: Used for navigation bar tooltips and loading bars
Using Custom Domains
By default, your Everflow instance is set up with three types of domains, all of which are customizable.
Tracking Domain - Used in Partner Tracking Links
Conversion Domain - Used in the Everflow Pixel/Postback URL where the Advertiser fires conversions
Login Domain - Used for the login page to your Everflow instance.
For a detailed guide to Domain Management - [Click Here]
Customizing Partner/Advertiser Signup Page
You can customize the form that Partners and Advertisers use to apply to your program.
For a detailed guide to customizing your Signup Page - [Click Here]
Customizing Partner and Advertiser Settings
Key settings that can be customized in the Partner or Advertiser setup:
Default Notifications - Navigate to Control Center - Configuration > Default Notifications to configure which notifications are sent to different sets of users by default. Please note that once the user is created, they will be able to log in and customize their own notification settings. For a detailed guide - [Click Here]
Default Billing Settings - Navigate to Control Center - Configuration > Billing tab to configure the billing settings that are applied to newly created Partners and/or Advertisers. For a detailed guide - [Click Here]
Invoice Settings - Customize the information that will be displayed on invoices by navigating to Control Center - Configuration > Billing tab - General card.
Customizing Account Manager Details Displayed in Partner Portal
This feature allows to either show or hide (custom) contact details of the User assigned as Account Manager.
You can control these settings in Control Center - Configuration > Partner Portal and click Edit on the General card.
By default, the contact details displayed on your Everflow partner portal are the names (First and Last) and email address listed under Control Center > Accounts.
You can also display a custom Account Manager name or email address on your Everflow partner portal by enabling the Show Account Manager Custom Details toggle and fill in the fields you would like to be displayed.
Customizing Email Templates
The email notifications sent out regarding some of the actions associated with Offers, Partners, or Advertisers can be customized. For a detailed guide on creating email templates - [Click Here]
Additionally, you can send these emails from a custom address instead of no-reply@everflow.io via integration with Sendgrid or Mandrill (Mailchimp). For a detailed integration guide - [Click Here]
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.
