Adding New Partners/Publishers/Affiliates : Helpdesk

Adding New Partners/Publishers/Affiliates

There are two ways to create a new partner/publisher/affiliate:

  1. You can add them in manually
  2. You can have them sign up through your affiliate sign up page

1) Manually Adding Partners/Publishers/Affiliates

Step 1

Go to Partners > Add

Alternatively, from Partners > Manage you can click the "Add Partners" button on the top right.

Step 2

1: General

  • Name - Name of the Affiliate
  • Designate an Affiliate Manager - to learn more on how to create Network users: click here
  • Designate an Account Executive (select N/A is you don't want to add this)
  • Select a Status (Active/Inactive/Pending)
  • Select the currency that will be displayed in the Affiliate UI. 
  • Enable/Disable if affiliate can receive in-app or email notifications when changes to approved Offers are made.
  • The following are optional:
    • Labels
    • Traffic Source - to learn more about this feature: click here
    • Internal Notes

2: Address

  • Enable/Disable to show Affiliates's Address. This will be used on Invoices if enabled. 

3: Billing 

(click here for more details on Invoices and Billing)

  • Billing frequency allows you to selection how often invoices are generated and the exact start day of each billing period. 
  • Select the Payment method you will use to pay the Affiliate. 
  • Taxes Details is not a required field. 
  • Enable/Disable Auto Invoicing for invoices to be automatically generated based on frequency and delay settings. 
  • Payment terms is the amount of day which the invoice needs to be paid after the last day of the billing cycle. Also known as Net payment terms. 
  • Enable/Disable hide invoices from Affiliates within the Affiliate UI. 

4: Users

When creating a new Partner, you can add a User by setting the "Add User" option to "On" (optional). This will display a form which you can use to create the User.

  • Click Add User
  • Add their First/Last Name
  • Select their Status (Active/Inactive/Pending)
  • Add their Email
  • Select their Language
  • Select a Timezone
  • Add Currency
  • You can also select to send the user their password manually or automatically via email

Step 3

Click Save.


2) Adding Partners/Publishers/Affiliates via Sign Up page

Please click here to view an article about how to do this.

Please click here to see how to customize the sign up page.

Please note: If you add your own T&Cs to the sign up page - it will automatically replace of the Everflow Platform T&Cs.



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