Updated - Feature Release 2.9.2 (March 24, 2021):

  • Ability to configure specific notification settings for managed accounts only
  • Notification sent to Network Employee when a Partner updates their billing information
  • Ability to disable notifications for EverXChange

Overview

This guide is for Network Employees who want to configure notification settings (in-app and email).

Default Notification Settings

Customizing the Notifications You Receive


Default Notification Settings

If you are an Administrator on your Network's account, you may configure which notifications are sent to *new* Users by default. Please note, however, that once the User is created, they will be able to log in and customize their own notification settings according to the instructions in the next section.

Navigate to Control Center - Configuration, then click the Default Notifications tab.

Here, you may configure settings for Network Employees, Partner Users and Advertiser Users. Click the ^ to expand each set of notification types.

Network Employees

Each Partner is assigned a Partner Manager and an Account Executive, and each Advertiser is assigned an Account Manager. Partner Managers, Account Executives and Account Managers are functions of Network Employees.

Some notification types for Network Employees have the option to specify whether the User receives notifications associated with

  • any/all Partners/Advertisers (All Accounts), or
  • only assigned Partners/Advertisers (Managed Accounts Only).

Selecting Managed Accounts Only means that Users who are NOT assigned as the relevant Partner Manager/Account Executive/Account Manager will not receive that notification.

The notification types that do not have this option are not associated with specific Advertiser or Partner accounts, such as changes to Offer status or when an offer-level cap is reached.

Please Note: Partner Managers with "limited access" will not have this option. By default, they will only receive notifications related to their Managed Accounts. For more details on limiting access for Partner Managers - [Click Here]

Partner Users

Partner Users have many notifications available.

Actions

Related to Scheduled Actions. For more details on Scheduled Actions - [Click Here]

Billing

Please note that "Invoice Available" will not be sent to the Partner if Invoices are hidden by the Network.

Network

Whether or not you want your Partners to receive Direct Messages sent by your Network.

Offers

These notifications are only sent to the Partner if, at the time of the notification, they are approved on the Offer AND they have sent traffic to the Offer in the past 7 days.

Please note that the notifications regarding caps may be regarding either custom caps OR offer-level caps, except in the case that notifications regarding offer-level caps are disabled at the Network level. Enabling/disabling offer-level cap notifications can be done by navigating to Control Center - Configuration > General tab - Global Settings card.

Advertiser Users

Advertiser Users can only receive notifications associated with the Direct Message tool.


Customizing the Notifications You Receive

Navigate to Control Center - My Account, then click the Notifications tab.

Notification types for Network Employees that are related to specific Partner/Advertiser accounts have the option to specify whether you receive notifications associated with

  • any/all Partners/Advertisers (All Accounts), or
  • only assigned Partners/Advertisers (Managed Accounts Only).

Selecting Managed Accounts Only means that you will not receive a notification unless you are the relevant Partner's assigned Partner Manager or Account Executive, or the relevant Advertiser's assigned Account Manager.

For example, on the notification for "Partner Reached Custom Daily Cap," selecting:

  • All Accounts means that you would be notified when a custom daily cap is reached by any/all Partners for any/all Offers.
  • Managed Accounts means that you would be notified only when a Partner to whom you are the assigned Partner Manager or Account Executive reaches a custom daily cap.

This option is available for all notification types in the following sections:

  • Advertisers
  • Partners
  • Billing

And is available for some notification types in the following sections:

  • Actions
  • Offers

The notification types that do not have this option are not associated with specific Advertiser or Partner accounts, such as changes to Offer status, when an offer-level cap is reached, an EverXChange application is created, or a Direct Message is sent to you.


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