Home
Advertiser Management
Advertiser Management & Billing
Navigating Advertiser Management & Details
Navigating Advertiser Management & Details

SERIES:

Navigating Advertiser Management & Details

Get familiar with Everflow's Advertiser Manage & Details pages, from general info and billing settings to advanced tracking and performance monitoring, to efficiently manage relationships whether you're handling individual Advertisers or scaling to hundreds.

Why Effective Advertiser Management Matters

Everflow gives you a lot of different ways to check out your Advertiser info without even having to dive into reports. You can get as detailed as you need.

Of course, Reports and Analytics are where you go for those big-picture numbers and metrics. But the Manage and Details pages? They're your go-to for quick actions and managing everything – kind of like your own “management suite,” if you may.

It’s a great place to spend your time if you want to maintain professional relationships with Offer owners and track performance and revenue accurately without going into reporting.

Plus, the Manage and Details pages make it super easy to go from seeing all your Advertisers at once to zeroing in on just one. You can view or edit them, depending on what you need to do.

In this guide, we'll walk you through some of the cool things you can do on these pages. We'll show you how to save time and get the most out of them every time you click on an Advertiser.

Managing Advertisers

Accessing Advertiser Management

Click
Advertisers
in the main navigation.
Select
Manage
from the dropdown.
Available tabs:
Existing: Active Advertiser accounts
Pending: Applications awaiting review

Basic Features: "What Can I View?"

Key Information Displayed:

  • ID
  • Name
  • Account Manager
  • Sales Manager
  • Labels
  • Verification token
  • Today’s Revenue
  • Created
  • Modified
Pro Tip!
We recommend using Labels for organization and setting up automated invoices when possible to have consistent documentation.

Advanced Features: "What Can I Do?"

Table Actions

Access via vertical dots menu:

  • Bulk Edit
  • Export (CSV or JSON)
  • Columns Customization
  • Show API Request

Available Filters

  • Status
  • Account Manager
  • Business Unit
  • Labels
  • Sales Manager

Via the vertical dots menu, you can save your filters as a Preset or expand them on your right.

Advertiser Details Page

Accessing Advertiser Details

Navigate via
Advertisers > [Advertiser Name]
That will take you to the Details page.

Available Tabs

 
   
     Tab Name    
   
     Available actions and information    
 
 
   
     General    
   
     
 
   Basic information  
 
   Status  
 
   Attribution settings  
 
   Created/Modified dates  
   
   Billing  
     
   Visibility settings  
     
   Advertiser Specific Partner Sign Up and more  
   
     
 
   
     Events    
   
     
 
   Track additional actions (aka Advertiser-level Events)  
 
   Edit, delete, or deactivate them  
 
   Set up custom advertiser-level events  
 
   Created/Modified dates  
   
     
 
   
     Users    
   
     
 
   Add new users to give them access to the Advertiser Portal  
 
   Deactivate old users  
   
     
 
   
     Offers    
   
     
 
   View all Offers assigned to this specific Advertiser  
 
   Monitor performance (Revenue, Payout, Clicks)  
 
   Manage settings  
 
   Get Tracking Links, view Offer Reports, etc.  
   
     
 
   
     API Keys    
   
     
 
   Generate API access  
 
   Review already generated API keys  
   
     
 
   
     API IPs    
   
     
 
   Review API addresses you accept calls from  
   
     
 
   
     Documents    
   
     
 
   Store contracts  
 
   Save important files for your Advertisers  
 
   Track agreements  
   
     
 
   
     History    
   
     
 
   View account changes  
 
   Track modifications  
 
   Monitor updates  
   
     
 
   
     Product Feeds    
   
     
 
   Upload and manage product catalogs  
 
   Share product information with Partners  
 
   Track individual product performance  
   
     
 
   
     Deals    
   
     
 
   Store information about deals (Deals are discounts available by store, category, product, etc. for your partners to promote)  
 
   Track discount campaigns  
 
   Using this feature allows affiliates to access this deal information via API  
   
     
Next in This Series