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Advertiser Discovery & Managing Connections
Advertiser Discovery & Managing Connections

Learn how to find Advertisers that fit the needs of your business and manage your connections.

Dasha Shareyko avatar
Written by Dasha Shareyko
Updated over 5 months ago

Overview

This guide demonstrates the Advertiser discovery process from the perspective of 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.

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

  • Advertiser Discovery (pictured below)

In the Marketplace Discovery tab, you will see Featured Advertisers, Recommended Advertisers and a full list of Potential Advertisers to connect with.

Marketplace Recommendations suggest the best Advertiser matches for Partners 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/Advertisers along with additional details and options to connect.

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.

  1. Navigate to Marketplace → Manage Connections → Connected Advertisers.

  2. Choose the connection that you are interested in and click the vertical dots on the right side of the screen.

  3. Select Edit Sync Details.

  4. Navigate to the Controls section. Under Field Locking, select Base Destination URL.

  5. Click Save.

  6. Navigate to Marketplace → Manage Connections → Connected Advertisers → Click on the connection you are looking to modify → Offers Tab.

  7. Edit each Offer’s Base Destination URL to include the right oid=XXX and affid=XXX.

  8. Place your postback in the advertiser’s account.


Manage Connections

There are two ways to reach the Manage Connections screen.

  1. 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".)

  2. 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]

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