Updated - Hotfix 3.4.4 (January 2024):
Updated - Feature Release 3.4.0 (September 26, 2023):
Improved design of discovery and detail cards provides more context to prospective partners [Partners: Click Here] [Advertisers: Click Here]
Added an in-app notification for pending connections [Click Here]
Manage Connections card now available for primary dashboard [Click Here]
Watch A Mini Video On These Updates Below:
Table of Contents
Overview
This guide demonstrates the discovery process from the perspectives of both an advertiser and a partner, as well as how to request and manage connections. All of which you can do directly inside the Everflow platform.
The Discovery section highlights potential partnerships based on alignment of offerings and requirements, while the Manage Connections section allows you to do just that.
Watch The Webinar
Click the image below to walk through our interactive demo
For an Introduction to the Marketplace and Signup Instructions - [Click Here]
Marketplace Discovery
Click the hamburger icon from the left side menu, and navigate to Marketplace. Then, select Discovery.
There will be one to two tabs available at the top of the screen.
Partner Discovery (pictured below)
Advertiser Discovery
In the Marketplace Discovery tab, you will see Featured Partners, Recommended Partners and a full list of Potential Partners to connect with.
Marketplace Recommendations suggest the best Partner matches for Advertisers using an algorithm that analyzes your requirements and other relevant factors. Advertisers can discover relevant Partners, while Partners can find suitable Advertisers.
Marketplace Recommendations creates new opportunities to grow your business by simplifying partnerships.
Watch this webinar to learn more:
Check out the following tools available for customizing your search within both Partner Discovery and Advertiser Discovery:
Filters: Narrow down potential partnerships based on specific data.
The Status filter will display only the prospects based on their status in the Managed Connections, such as Connected or Pending Approval.
Sort By: You can sort by 'Top Matches' or 'Date Added'
View: You can choose to view your connections in a grid or in a table.
The Match Score is based on an algorithm that considers requirements and other data points.
Marketplace Connection (View In Dashboard)
To view Awaiting, Pending, and Recommended Partners in your Dashboard, navigate to Dashboard - Customization Cards > Marketplace Connection.
For more details on any connection status, click the respective button for that status - "Awaiting", "Pending", or "Recommendations".
For example, clicking the "Recommendations" button will display the full list of recommended Partners along with additional details and options to connect.
Partner Discovery
Navigate to Marketplace - Discovery > Partner Discovery. This is where you can search and connect with a curated list of high-quality partners.
Click the Learn More button for any partner to find out details about their program. You can read about the categories, locations, platforms, payout types and promotional methods that work best for them.
Adding Relationships
Step #1
Click Invite for the desired Partner.
You can either create a new account for them, or you can group them under an existing partner if you are already connected manually.
Selecting Customize Visibility allows you to pre-approve Offers that you want to automatically set up in the Partner's platform. Please note that all Public offers will already be approved for this Partner.
You may also personalize the invitation, if desired.
Step #2
Once the Partner approves your request, you will receive confirmation via email.
Step #3
Navigate to Partners - Manage, then click the partner you connected with via Marketplace. Once set up, the Partner is managed with the same process as any existing partners.
The tracking setup is automatically implemented for successfully recording Conversions and Events. When an Offer is approved for the partner, it will immediately feed into their platform and allow them to start delivering traffic.
Step #4
To edit the offer visibility for the partner, simply click the Visibility tab. For a more detailed guide on visibility - [Click Here]
Advertiser Discovery
Navigate to Marketplace - Discovery > Advertiser Discovery. This is where you can find new Offer sources for promoting with your traffic.
Click the Learn More button for any advertiser to find out details about their program. You can read about the categories, locations, platforms, payout types and promotional methods that work best for them. Be sure to check out each tab:
General
Program(s)
Terms and Conditions
Adding Relationships
Step #1
Click Apply for the desired Advertiser.
Before your application is sent, you will need to:
Accept the Terms and Conditions
Decide whether to create a new account for them, or group them under an existing advertiser
Personalize the invitation, if desired.
Step #2
You will receive an email confirmation when the application is approved by the Advertiser. Then, you can review the newly created offers by simply clicking View Offers from the email.
Direct Linking Instructions
If an Offer uses Direct Linking, it will not automatically implement the correct Partner Tracking Link for your Partner. You will need to instruct the Partner to append the following to their tracking link, being sure to replace values 'XX' with the respective Offer ID and Affiliate ID: &oid=XX&affid=XX.
Navigate to Marketplace → Manage Connections → Connected Advertisers.
Choose the connection that you are interested in and click the vertical dots on the right side of the screen.
Select Edit Sync Details.
Navigate to the Controls section. Under Field Locking, select Base Destination URL.
Click Save.
Navigate to Marketplace → Manage Connections → Connected Advertisers → Click on the connection you are looking to modify → Offers Tab.
Edit each Offer’s Base Destination URL to include the right
oid=XXXandaffid=XXX.Place your postback in the advertiser’s account.
Manage Connections
There are two ways to reach the Manage Connections screen.
Navigate to Marketplace - Manage Connections. (A notification bubble with a number will be visible on the left-side menu when a connection is "Awaiting Your Approval".)
From your Dashboard, click one of the links on the Marketplace Connections card.
You may need to add this card to your dashboard first (see gif below: click the toggle button in upper right corner to customize cards and add Marketplace Connections.)
You will see the following tabs:
Connected Partners
Connected Advertisers
Awaiting Your Approval
Pending Approval
Connected Partners/Brands: List of all approved connections. At the end of each row, you can Generate Tracking Links for specific Offers or Partners.
Awaiting Your Approval: These are connections that have applied to work with you. You can view their profile, respond to their request and contact them directly.
Pending Approval: These are connections to which you have applied and are awaiting approval. You can contact them directly, view their profile, or edit your request at any time by clicking the vertical dots to Edit Invite.
Marketplace Notifications
If you receive an invitation to connect with a Partner or Advertiser through the Marketplace, you will receive one email notification.
Once you have accumulated eight or more unanswered connection requests, an orange notification will appear in the Marketplace prompting you to click Manage Connections and Accept or Decline connections.
Additionally, you may add a Marketplace Connection card to their Dashboard to stay on top of pending connections. For more information on customizing your dashboard - [Click Here]
Watch a short video to learn more about:
- How to join Marketplace as an Advertiser
- How to create your profile
- How to manage connections