EF Helpdesk

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

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