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Partner Communication Tools

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Partner Management & Support

Partner Communication Tools

Learn how to share Offers, distribute tracking links, and use custom dashboard cards to effectively communicate with your Partners.

Overview

Everflow provides several ways to share information with your Partners.

This guide focuses on Offer sharing methods and custom dashboard announcements, while also briefly covering other communication options like the Communication Hub and notification settings.

Sharing Offers with Partners

From Manage Offers (Bulk Sharing)

Navigate to
Offers -> Manage
Select multiple Offers
Click
Actions -> Share Offer(s) Details
Use message builder to customize details through Communication Hub

From Offer Details (Single Offer)

Open the Offer details page
Locate General card
Click three dots menu
Select Share Offer Details
Choose new message or template
Pro Tip!
When sharing from Offer Details, the audience defaults to "Can run traffic on any of these Offers." The details of this message are only visible to approved Partners of the specified Offer(s).

If the Partner isn't approved for all Offers, they will not receive this message.

From Offer Reports (Report-Based)

Go to
Reporting -> Offer
Use
Table Actions
menu up at the very top
Select
Share Offer Details
Customize message for selected Offers

Quick Share to Single Partner

Navigate to
Offers -> Manage
Click Offer name
Find
Offer Tracking Links
section up top
Select Partner
Click envelope icon
Copy Offer information or HTML to share the tracking link
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Custom Dashboard Cards

Purpose
  • Share program-wide announcements
  • Highlight important updates
  • Feature special Offers
  • Display contact information
  • Share promotional guidelines

Setting Up Dashboard Cards

Select
My Account
to manage your personal info or to change your password.
Go to
Control Center -> Partner Configuration
Find General tab
Find Partner Dashboard Customization card
Click
Edit
Enable
Custom Card
Add HTML content
Click
Apply
Save Dashboard changes

Custom Card Tips

  • Keep content concise
  • Update regularly
  • Use clear formatting
  • Include call-to-action

Real-Life Example: Seasonal Sale Program

Let's look at a simple example of how these tools work together: setting up a holiday promotion. We'll walk through the basic steps of announcing a sale, sharing Offers, and following up with Partners.

This example shows how you might use different Everflow features in a typical scenario.

Step 1: Initial Announcement
Create custom dashboard card with HTML
Step 2: Offer Distribution
Use bulk sharing from Manage Offers
Select all holiday offers
Customize message with:
Promotion period
Commission details
Special requirements
Tracking link examples
Step 3: Individual Follow-up
Use quick share feature
Send personalized tracking links
Include specific recommendations
Explore Related Articles
Explore related resources for managing communications and notifications.
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