Overview

Everflow offers two ways to add Partners to your program: manual setup or self-registration through your sign-up form.

This guide focuses on the manual setup process, walking you through each step to create a new Partner account correctly.

Whether you're adding your first Partner or your hundredth, this guide ensures you'll configure all necessary settings properly.

Before You Start

Make sure you have the following information ready:

• Partner's business name and contact details
• Preferred currency and language settings
• Address information (if needed for invoicing)
• User account details (email, name) if creating a login

Step-by-Step Guide

Real-Life Example

Let's say you're adding a new affiliate marketing Partner called "Premium Traffic Solutions":

After clicking Add, Sarah will receive an email with her login credentials, and you can begin approving her for specific Offers.

Pro Tips

To optimize your Partner management in Everflow, implement these best practices throughout setup.

Create descriptive labels that meaningfully categorize your Partners, allowing for efficient filtering and organization within your dashboard. While configuring each account, take time to document detailed internal notes regarding specific traffic sources or any special arrangements you've negotiated, creating a valuable reference for your team.

Finally, pay careful attention when selecting currency settings, as using multiple currencies across different Partners can complicate your reporting capabilities—particularly in summary cards where consolidated metrics become more challenging to calculate and compare accurately.