Setting up your Partner Program can be a bit overwhelming as there are many bases that need to be covered in order to get started. This checklist can help you confirm that each step has been completed.
Each person in your organization will need a user account they will use to login to the Everflow Portal. To limit or grant permissions to different types of users, you can define permissions and which parts of the Portal each role in your organization has access to.
Set up My Account - [Click Here]
Define Roles - [Click Here]
Set up employee accounts - [Click Here]
Configuring domains, including those used for tracking clicks as well as those used to fire conversions, is necessary for your tracking setup to be fully functional.
Set up Tracking & Conversion Domains - [Click Here]
Customize your Partner Program, including automated signup processes, so that requirements and expectations are transparent from the start.
Edit the Partner Signup Form - [Click Here]
Add T&Cs for your program - [Click Here]
Communicating with your Partners directly from the Portal is simple. Customize your email templates to automatically send notifications when certain actions are completed.
Integrate with your Sendgrid or Mandrill account - [Click Here]
Set up your Email Templates - [Click Here]
Set up Default Notifications - [Click Here]
Configure settings for default billing, partner invoicing and executing payments. To learn more about Everflow Pay in order to have Everflow handle payments for you - [Click Here]
Set up partner invoices - [Click Here]
Set up default billing settings (if applicable) - [Click Here]
Branding Your Everflow Instance (See Quick Guide)
Customize the look and feel of your Portal to reflect your brand, including company logos, colors and more.
Upload your logo and favicon - [Click Here]
Edit color scheme - [Click Here]
Critical Security Measures
You need to make sure you're doing all that you can to protect your data and other sensitive information. Here are some built-in features that can help prevent security breaches.
Set up password protection, API key whitelist, 2FA and session timeouts - [Click Here]
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