Getting Started - Navigating the Platform
New to Everflow? Learn the Basics of Navigating the Platform
When you first log in to your account after your application has been approved, you will be brought to the Dashboard:
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The dashboard has several useful features. The most prominent of which would be the custom dashboard at the top. The custom Dashboard has 5 Tabs:
- Top Offers
- Updated weekly, this shows the top offers by volume based on the last week's metrics. It includes optional Regional/GEO Targeting, if there are specific Regions/GEOs with higher than average conversions
- Hot Offers
- Similar to Top Offers, but updated less frequently. The Hot Offers tab represent offers with above average performance across a longer timespan, usually several weeks or months
- New Offers
- This list shows the most recently added offers
- Brand Bidding
- This shows all offers in the platform that allow for the use of bidding on the brand as a keyword using paid search traffic (Google Ads/ Bing Ads)
- Help Center
- Currently, this only provides a link to the Knowledge Base you are currently viewing, but will be updated as time goes on
The remaining dashboard "cards" show snapshot summaries of various metrics (revenue, clicks, conversions, etc) comparing today against yesterday, as well as the totals for each from the previous month.
These are just for quick reference. For more in depth reports, you will want to navigate to one of the various "Reporting" screens or one of the "Analytics" tools:
For a summary of what each of the Reporting and Analytics screens do, check out this article.
The first thing you may want to do is check out the offers catalog. To do this, just expand the menu and select "Offers" from the list of options:
If you want to learn more about how to filter the offers catalog, read this article. To learn about how to apply for an offer, check out this page.
Once you have generated some revenue, you will want to keep an eye on your invoices. To navigate to the invoice screen, open the menu, click "Company Settings" and then click "Invoices":
That will bring you to the invoice screen:
Here you will see all of your invoices, broken down by billing period. You can learn more about the invoices screen with this article.
Whether you have already generated commissions or you just want to make sure everything is setup in advance, you may be interested in how to setup your payment method. You can learn how to do that by reading this page.