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Platform Default Notifications
Platform Default Notifications

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Platform Default Notifications

Learn how to set up alerts for your platform activities - choose between in-app notifications or email updates for things like caps, new signups, and billing.

Overview

Want to stay on top of what's happening in your Everflow instance? You can set up notifications to keep you in the loop. Choose whether you want alerts to pop up in the platform itself, land in your email, or both.

These alerts can tell you about things like when offers are close to hitting their limits, when new Partners sign up, or when invoices are ready.

The best part? You can pick and choose exactly which notifications you want to get - no need to deal with unnecessary alerts.

Important to Remember
Editing default notifications will not modify existing notification settings - it only affects new accounts.

All notifications (both in-app and email) are optional and can be enabled/disabled according to user preference.

Each notification can be configured independently for in-app and email delivery

Notification Categories

Offer Notifications

 
   
     Notification Type    
   
     Trigger    
   
     Available Notifications    
 
 
   
     Offer Approaching Daily Cap    
   
     When an Offer reaches 90% of its daily cap    
   
     In-app and/or Email    
 
 
   
     Offer Approaching Monthly Cap    
   
     When an Offer reaches 90% of its monthly cap    
   
     In-app and/or Email    
 
 
   
     Offer Approaching Weekly Cap    
   
     When an Offer reaches 90% of its weekly cap    
   
     In-app and/or Email    
 
 
   
     Offer Approaching Global Cap    
   
     When an Offer reaches 90% of its global cap    
   
     In-app and/or Email    
 
 
   
     Offer Reached Daily Cap    
   
     When an Offer reaches its daily cap    
   
     In-app and/or Email    
 
 
   
     Offer Reached Monthly Cap    
   
     When an Offer reaches its monthly cap    
   
     In-app and/or Email    
 
 
   
     Offer Reached Weekly Cap    
   
     When an Offer reaches its weekly cap    
   
     In-app and/or Email    
 
 
   
     Offer Reached Global Cap    
   
     When an Offer reaches its global cap    
   
     In-app and/or Email    
 
 
   
     Offer Created    
   
     When a new Offer is created    
   
     In-app and/or Email    
 
 
   
     Offer Status Changed    
   
     When the Offer status changes    
   
     In-app and/or Email    
 
 
   
     Offer Description Changed    
   
     When the html description is modified    
   
     In-app and/or Email    
 
 
   
     Creative Added to the Offer    
   
     When a new creative is added    
   
     Traffic Optimized    
 
 
   
     Offer Approaching Daily Cap    
   
     When SmartSwitch triggers an optimization    
   
     In-app and/or Email    
 

Offer Group Notifications

 
   
     Notification Type    
   
     Trigger    
   
     Available Notifications    
 
 
   
     Offer Group Approaching Daily Cap    
   
     When group reaches 90% of daily cap    
   
     In-app and/or Email    
 
 
   
     Offer Group Approaching Monthly Cap    
   
     When group reaches 90% of monthly cap    
   
     In-app and/or Email    
 
 
   
     Offer Group Approaching Weekly Cap    
   
     When group reaches 90% of weekly cap    
   
     In-app and/or Email    
 
 
   
     Offer Group Approaching Global Cap    
   
     When group reaches 90% of global cap    
   
     In-app and/or Email    
 
 
   
     Offer Group Reached Daily Cap    
   
     When group reaches its daily cap    
   
     In-app and/or Email    
 
 
   
     Offer Group Reached Monthly Cap    
   
     When group reaches its monthly cap    
   
     In-app and/or Email    
 
 
   
     Offer Group Reached Weekly Cap    
   
     When group reaches its weekly cap    
   
     In-app and/or Email    
 
 
   
     Offer Group Reached Global Cap    
   
     When group reaches its global cap    
   
     In-app and/or Email    
 

Partner Notifications

 
   
     Notification Type    
   
     Trigger    
   
     Available Notifications    
 
 
   
     Partner Approached Custom Daily Cap    
   
     When Partner reaches 90% of custom daily cap    
   
     In-app and/or Email    
 
 
   
     Partner Approached Custom Monthly Cap    
   
     When Partner reaches 90% of custom monthly cap    
   
     In-app and/or Email    
 
 
   
     Partner Approached Custom Weekly Cap    
   
     When Partner reaches 90% of custom weekly cap    
   
     In-app and/or Email    
 
 
   
     Partner Approached Custom Global Cap    
   
     When Partner reaches 90% of custom global cap    
   
     In-app and/or Email    
 
 
   
     Partner Reached Custom Daily Cap    
   
     When Partner reaches custom daily cap    
   
     In-app and/or Email    
 
 
   
     Partner Reached Custom Monthly Cap    
   
     When Partner reaches custom monthly cap    
   
     In-app and/or Email    
 
 
   
     Partner Reached Custom Weekly Cap    
   
     When Partner reaches custom weekly cap    
   
     In-app and/or Email    
 
 
   
     Partner Reached Custom Global Cap    
   
     When Partner reaches custom global cap    
   
     In-app and/or Email    
 
 
   
     Partner Offer Application    
   
     When Partner applies to run an offer requiring approval    
   
     In-app and/or Email    
 
 
   
     New Partner Created    
   
     When Partner is created by the network    
   
     In-app and/or Email    
 
 
   
     New Partner Signup    
   
     When a new Partner signs up for an account    
   
     In-app and/or Email    
 
 
   
     Partner User Email Changed    
   
     When Partner updates their email in the system    
   
     In-app and/or Email    
 

Advertiser Notifications

 
   
     Notification Type    
   
     Trigger    
   
     Available Notifications    
 
 
   
     Advertiser Created    
   
     When Advertiser is created by the Network    
   
     In-app and/or Email    
 
 
   
     New Advertiser Signup    
   
     When a new Advertiser signs up for an account    
   
     In-app and/or Email    
 

Action Notifications

 
   
     Notification Type    
   
     Trigger    
   
     Available Notifications    
 
 
   
     Action Scheduled    
   
     When an action is initially created and scheduled    
   
     In-app and/or Email    
 
 
   
     Scheduled Action Executed    
   
     When a scheduled action has been executed    
   
     In-app and/or Email    
 
 
   
     Scheduled Report Generated    
   
     When a saved/scheduled report is ready to view    
   
     In-app and/or Email    
 

Billing Notifications

 
   
     Notification Type    
   
     Trigger    
   
     Available Notifications    
 
 
   
     Invoice Created    
   
     When an invoice is created manually or automatically    
   
     In-app and/or Email    
 
 
   
     Payment Executed    
   
     When an invoice payment is processed    
   
     In-app and/or Email    
 
 
   
     Invoice Overdue    
   
     When invoice payment due date is reached    
   
     In-app and/or Email    
 
 
   
     Partner Billing Information Updated    
   
     When Partners update billing info through portal    
   
     In-app and/or Email    
 

Network Notifications

 
   
     Notification Type    
   
     Trigger    
   
     Available Notifications    
 
 
   
     Communication Hub Email    
   
     When a Communication Hub Email is sent to you    
   
     In-app and/or Email    
 

Security Notifications

 
   
     Notification Type    
   
     Trigger    
   
     Available Notifications    
 
 
   
     New Login    
   
     New login detected from an unrecognized device    
   
     In-app and/or Email    
 

Network Employee Options

Some notifications allow Network Employees to choose notification scope:

  • Notify me for all events: Receive notifications for all Partners/Advertisers
  • Notify me for managed accounts only: Receive notifications only for assigned accounts
Note
Partner Managers with "limited access" will only receive notifications for their Managed Accounts by default.
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Customizing Your Notifications

  • All notifications can be individually configured
  • For each notification type, you can:
    • Enable/disable in-app notifications
    • Enable/disable email notifications
    • Choose to receive neither or both
  • Consider your role and responsibilities when selecting which notifications to enable

What's Next?

After configuring your default notifications:

  • Review and test your notification settings
  • Ensure critical events have appropriate notification methods enabled
  • Set up filters or rules in your email client if needed
  • Periodically review and adjust notifications based on your need
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