EF Helpdesk

In Everflow, a Conversion (CV) represents a successfully completed action that was the goal of your Offer - like a purchase, app install, or subscription sign-up.

The Conversion Report helps you validate the quality of these actions by showing which Conversions were Approved, Invalid, Pending, or Rejected, along with detailed error messages explaining why certain Conversions weren't counted.

This helps you spot fraud patterns, track valid sales, and ensure you're only paying Partners for genuine Conversions.

But let's explore the main features and uses of this report!

Key Features

Feature

Description

Detailed Conversion Data

View individual Conversions with associated metrics.

Flexible Filtering

Apply various filters to focus on specific Offers, Partners, date ranges, or other criteria.

Customizable Columns

Tailor your report view to show the metrics most relevant to your analysis.

Conversion Status Tracking

Monitor or change the status of approved, pending, rejected, and invalid Conversions.

Advanced Tools

Access features like the Flowchart for detailed Conversion analysis.

How to Access and Use the Conversion Report

Click on the hamburger menu

in the top left corner of your Everflow dashboard.

Go to the Reporting section and select Conversion report.

Set your desired date range using the calendar selector

Apply relevant filters using the Add Filter option.

Click Run Report to generate your data.

Review the summary section for an overview of Conversion metrics.

Scroll down for a detailed report with individual Conversions.

Find your Conversion Report in the main menu, through Reporting section.

Customizing Your Report

Column Customization: Click the vertical dots

at the top right of the detailed report to add or remove columns.

Conversion Status Filter: Use the dropdown menu next to the search bar to filter by Conversion status (Approved, Pending, Rejected, Invalid).

Search Functionality: Use the search bar

to find specific Conversions by various identifiers like Conversion IP, Transaction ID, or other parameters.

Using Filters, Columns Customization, and other features.

Save and Load Reports: Click the vertical dots

at the top right of the page to save your current report configuration or load a previously saved one.

Schedule Reports: Set up automatic report generation and delivery on a recurring basis.

Request Report: Generate a one-time report for large datasets that may take longer to process.

Copy Link to Report: Share your current report configuration with team members via a direct link.

Show API Request: View the API call needed to generate the current report, useful for integrating with other tools or automating report generation.

Advanced Features

Feature

Description

Flowchart

Click the vertical dots

at the end of any Conversion row and select"View Flowchart to see a detailed visualization of the Conversion process.

Conversion Details

Access in-depth information about each Conversion by selecting View Conversion Details from the row menu.

History

View the history of changes made to a Conversion by selecting View History from the row menu.

Click Details

Analyze the associated Click data by choosing View Click Details.

Partner and Advertiser Postbacks

Inspect the postback data sent to Partners and received from Advertisers by selecting the respective options.

Offer, Advertiser, and Partner Info

Quickly access related information by selecting View Offer, View Advertiser, or View Partner from the row menu.

Conversion Status Management

Change the status of a Conversion (e.g., Set As Rejected) directly from the report.

Revenue and Payout Adjustment

Modify the Revenue, Payout, or Sale amount for individual Conversions as needed.

Bulk Actions

Use the checkboxes to select multiple Conversions and perform actions like rejecting or approving in bulk.

Aggregating Report Data

To get a broader view of your Conversion data:

Click the vertical dots

at the top right of the detailed report.

Select Aggregate Results under the Export option.

In the Aggregated Report Export window that appears:

Note the "Heads up!" message explaining that the report will be generated as a request and you'll be notified via email when it's ready.

Under Group By Columns, you'll see two sections: Available and Selected.

Choose the columns you want to aggregate:

Available options include Status, Sub1-Sub5, and other tracking parameters.

Already selected options typically include Adv5, Advertiser, Offer, Offer Group, Partner, Revenue & Payout ID, and Smart Link.

Use the search bar

to quickly find specific columns in both available and selected lists.

You can use Select All or Clear All buttons to quickly add or remove all columns.

Once you've chosen your desired columns, click Send Request.

You'll receive an email when the aggregated report is ready to download.

Aggregating results for your Conversion Report.

This feature allows you to easily analyze trends across different dimensions of your data.

For example, you could aggregate data by Offer and Partner to see which Partnerships are most effective, or by Sub IDs to evaluate the performance of specific traffic sources or campaigns.

A Real-Life Example

Let's say you run "BloomBox," selling plant subscriptions:

Looking at your "$49.99 Starter Bundle" last week:

Partner A (PlantTok): 845 purchases tried, 30% Invalid due to missing data

Partner B (GreenThumb Blog): 234 Conversions, all good

Partner C (Plant Deals Daily): 90% Rejected for wrong country

What you found:

Partner A had a broken checkout form

Partner B's sales spike after their plant care guides

Partner C was targeting the wrong country

What you did:

Helped Partner A fix their form

Increase the Payout for Partner B

Asked Partner C to fix their targeting

Best Practices

Stay on top of your non-approved Conversions by checking them regularly to catch and fix any problems early. The aggregated report feature helps you spot patterns in Conversion quality across your different Offers and Partners.

When you need to solve specific problems, the flowchart feature can help you figure out what's going wrong.

To make all this easier, customize your column view so you can quickly understand the details of each Conversion.

Explore Related Content

Ready to dig deeper? Learn more with these guides:

➔ Conversion Attribution Priority: Learn how Everflow prioritizes different tracking methods to determine which Partner gets credit for a conversion, from highest priority (Transaction ID) to lowest (Clickless tracking).
➔ Choosing a Conversion Method: Select the best tracking method for your business needs.
➔ Enable Click to Conversion Time: Set the time window when a click can be counted as a valid conversion.

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