Getting Started - Offer Setup Guide : Helpdesk

Getting Started - Offer Setup Guide

Overview

This guide will walk you through the process for setting up your first Offers in the Everflow platform.

  • Questions about wording/terminology? Please check our helpful - [Terminology Guide]
  • If you would prefer to see a recorded webinar of the Offer setup process, you can access it here - [Offer Setup Webinar]

What is an offer? 

An Offer is a product, product line, or app from which you would like to track performance and Partner earnings.

A How-To Guide

Step 1

Please note that your Customer Success Manager will walk you through the creation of your first Offer during your onboarding stage. To create a new Offer, we recommend that you start by duplicating an existing successful Offer.

To duplicate an Offer, go to Offers - Manage > Find an existing Offer - Scroll to right and click on the three vertical dots >  Copy.

Step 2

When you duplicate an offer, you will start on the General tab for the duplicated offer. On the General card, click Edit.

If you prefer to create an Offer from scratch instead of duplicating an existing Offer, click Offers > Add.

Step 3

Complete each of the following steps to properly configure your Offer:

1. General

Define the general settings for your Offer.

(RECOMMENDED): Name, Status, Advertiser, Category, Currency, Base Destination URL (For Postback tracking - Transaction_ID is required) 
(OPTIONAL):  Preview URL, Description, Labels
(UNNECESSARY): App Identifier, Internal Notes, Project ID, Expiration Date.

  • For more information regarding parameters and macros for your Base Destination URL (the link that will send users, and any added parameter's data, to the advertiser), please see - [Parameters and Macros].
  • Recommended: For Description, click on 'Set as plain text' check box, which will allow you to add a readable text description, without needing to use HTML.

2. Revenue & Payout

Define your revenue and payout associated with both the base Conversion event (product purchase, App install, lead signup, etc.) and any associated Event's Conversion (Up-sell purchase, In-App Purchase, deposit, etc.)

Revenue = What you will earn from a Conversion of the Offer (Accounts Receivable)

Payout = What will be paid to the Partner (Accounts Payable)

(RECOMMENDED): Set Name, Revenue Type, Amount, Payout Type, Amount, Fire Affiliate Postback, and any Events.

3. Tracking & Controls

Define settings related to the tracking method, Caps, and Partner permissions. 

(RECOMMENDED): 

  • Set Tracking Domain - This is the URL used for tracking links
  • Set Conversion Method - Postback is the best method if your Advertiser/Shopping Cart handles it, or choose Pixel/JavaScript for Cookie-based tracking
  • Set Force SSL - For optimal tracking reliability and security, this enforces the use of secure links for all tracking links. 
  • Set Enable Caps - Sets limits on traffic volume according to your budgets or other necessary considerations. Any attempted traffic delivered after a cap has been reached, will become an Invalid Click and be sent to Fail Traffic (if enabled).
  • Set Visibility to Public - Enables your Partners to view and start promoting the offer immediately.
  • Set Unique Session Identifier: 'Cookie', '1' for Session Duration, and 'Days' for Time Interval.

4. Attribution

Set additional parameters related to validating Clicks and Conversions. Generally, these features are not necessary but can be helpful for certain use cases, including: the ability to block Conversions and associated Payouts that occur outside of the defined time window between Click and Conversion, Impression Tracking & Attribution (Enabled upon request), and tracking through Server Side Clicks (not recommended for most clients). 

5. Targeting

Targeting is where you set requirements for which User’s Clicks should be accepted for the Offer. Clicks that don’t match with the traffic settings will show up as Invalid Clicks, and will be sent to Fail Traffic (if enabled), or to an empty page (if Fail Traffic is disabled). The Targeting rules are based on the user's Device and location, while Language is detected from the user's browser.

6. Fail Traffic

Enabling Fail Traffic allows you set rules for where Invalid Clicks will be sent from this Offer. When disabled, Invalid Clicks will be sent to an empty page. One of the most effective tools for managing Fail Traffic is a Smart Link.

  • For a deeper overview on redirecting failed traffic, please see - [Fail Traffic].
  • For a deeper overview on using Smart Links, please see - [Smart Links].

7. Creatives

Upload creative files for send to your Partners for their promotions This option allows you to upload: Archive (Zip file with multiple creatives), images, videos, and emails. Max individual file size is 20 MB.

8. Email

Useful information if you're working with Emailer Partners.  You can display approved 'Subject' and 'From' lines, implement suppression lists, and more.

Please note: It is also possible to edit multiple Offers at the same time. Please see - [Bulk Editing].



Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.