Overview
So you have an Everflow account… What now?
Follow these steps to learn the fundamentals, set up your account, and get your program up and running.
Know The Fundamentals
1
Understand How Core Entities Work Together
We encourage you to start from the ground up and learn the language first. If you already know terms like Offer, Partner, Advertiser, & Event — feel free to skip ahead!
2
Navigate the Platform
Now that you speak the language, let's explore the platform. Think of this guide as your GPS - showing you the fastest routes to everything you need to save more time on daily tasks.
Account Setup
3
Configure Your Billing Settings
Language learned, map in place. Now first things first - let's get your account basics in order. This includes making sure you stay on top of your Everflow subscription.
4
Build Your Team Structure
Ready to get your team started? Learn how to create roles and set permissions that keep your data secure while enabling your team to work efficiently.
5
Brand Your Instance
Make Everflow feel like your own by adding your logo, colors, and custom domains. This guide helps you create a professional, branded experience that builds trust.
Program Setup
6
Setup Your First Advertiser
Skip this step if you're a Brand promoting your own products - you're already an Advertiser! This guide is for networks, agencies, and teams managing multiple Advertisers.
7
Setup Your First Partner
Start managing Affiliates, Influencers. and other Partners who will promote your Offers. We cover both manual setup and sign-up forms, plus tips for building strong promotional relationships.
8
Create Your First Offer
Every product or promotion needs its own Offer in Everflow. This series walks you through setting up Offers that your Partners can promote, from basic configuration to advanced features.
9
Figure Out Tracking
Explore all available tracking options including basic Click tracking through direct or redirect, Conversion tracking via S2S Postback or JS SDK, and Impression tracking to choose makes the most sense for your business.
10
Start Paying Partners
Ready to reward your Partners? Learn how to set up payment methods, manage invoices, and process payouts quickly to keep your partnerships running smoothly and bring you more revenue.