Updated - Feature Release 3.4.1 (October 2023): Added columns for 'User Email' and 'Promotional Method' to Partners > Offer Applications table overview
Table of Contents
Overview
When the Visibility setting for an Offer is Require Approval, your Partners have the ability to apply for permission to run the Offer.
Here, we will outline the steps for approving or denying those offer applications, as well as how to manage these applications when offer-level T&Cs are required and how to add Questionnaires for your Partners.
Please note that Visibility and offer-level T&Cs are configured in the Tracking & Control section of an Offer. If you update a live Offer to Enable Force Partner to Agree to Terms & Conditions (T&Cs), then all Partner links will be invalid until the Partner accepts the T&Cs.
Approving and Rejecting Offer Applications
You can access your pending offer applications from the Dashboard from the message at the top of the page.
Or, navigate to Partners - Offer Applications, and either:
select the check box for the desired application, and use the drop-down menu to Approve or Reject, or
click the vertical dots, and select either Approve or Reject.
Please note that if you approve a Partner with notifications enabled, that partner will receive a notification when you approve or deny their offer application. For more about customizing these email templates for associated notifications - [Click Here]
Offer-level Terms & Conditions
If there are Offer-level T&Cs required, then the Partner must first accept before applying for permission to run the Offer.
Once the Partner has accepted the T&Cs, they can Request Approval or click Apply.
Offer Application Questionnaire
The Offer Application Questionnaire allows you to set up questions that your Partner must answer when applying to run an Offer.
You can add a Questionnaire to be applied to Offer Applications by navigating to the Everflow Dashboard, then to Partners - Offer Applications > Questionnaire > Add Questionnaire.
To add a question or field, select + Add Field and input the Label and select the Data Field:
There are 5 different Field Types to choose from:
Checkbox: Used for short questions which can include a checkbox
Date Input: Used on questions for which the answer is a date. Allows you to set a minimum and maximum date.
Input: Used for short, concise answers.
Numeric Input: Used for numerical answers.
Select: Allows you to set multiple options that the Partner can choose.
Textarea: Used for longer, open-ended answers.
For example, if you would like to have the Partner select the type of traffic they are running, you can set the Label/Question to “What kind of traffic?” and choose Select as the Data Field. Then, list the options the Partner can choose from.
Once a Questionnaire has been added, you can assign it to Offers where the visibility is set to Require Approval. In the Tracking & Controls section of an offer, once the Visibility is set to Require Approval, there will be a dropdown where you can select which Questionnaire you want applied.
When the Partner applies for the Offer, they will then be prompted to answer the questionnaire before submitting.
Once a Partner has submitted their answers to the questionnaire, you can view their answers under the Questionnaire column when viewing the Partner Application.
