FAQ
Frequently Asked Questions
Find quick answers and resources to help you get the most out of Everflow. Explore setup guides, feature explanations, and best practices for running your programs.
Getting Started
What is Everflow?
Everflow is a partner marketing platform for running affiliate, creator, influencer, and referral programs in one place. We have unified tools for tracking, partner management, payouts, and reporting so you can see which partners and channels drive revenue and scale them fast.
See New To Everflow and Getting Started for an overview: New To Everflow, Getting Started With Everflow.
See New To Everflow and Getting Started for an overview: New To Everflow, Getting Started With Everflow.
Who is Everflow for?
We have customers across brands, agencies, and ad networks that run performance partnerships—from classic affiliates to modern creators and media buyers. If you’re evaluating partner marketing, Everflow has the core building blocks to launch quickly.
See New To Everflow: New To Everflow.
See New To Everflow: New To Everflow.
How quickly can we go live?
We have a guided path to launch in days: configure account basics, create your first Offer, choose a tracking domain/linking method, and test a conversion before inviting partners.
See: Step-By-Step Guide To Implement Tracking, Getting Started With Your Account.
See: Step-By-Step Guide To Implement Tracking, Getting Started With Your Account.
What is an Offer?
Everflow has “Offers” to bundle destination URLs, routing rules, and tracking into a single campaign object. From each Offer, partners get links and you record conversions and events.
See: How To Use Offer URLs.
See: How To Use Offer URLs.
How do we test tracking before launch?
Our team will guide you through onboarding and training to ensure everything is tracking correctly. We’ll walk you through configuring your Offer and default landing page, selecting your tracking domain, choosing redirect or direct-linking, and firing a test conversion/postback to confirm all parameters are working properly.
See: Implement Tracking (Step-by-Step), Tracking Fundamentals.
See: Implement Tracking (Step-by-Step), Tracking Fundamentals.
Training & Support
What onboarding resources are available?
We have a structured onboarding path that starts with core concepts and moves into hands-on validation.
Does Everflow offer dedicated guidance during rollout?
We have a guided implementation flow that aligns stakeholders on tracking choices (redirect vs. direct-linking), event schemas, and validation steps.
Teams typically follow the Step-By-Step Guide To Implement Tracking and use the Customer Contact Directory to reach Sales, Support, or Certification as needed.
Teams typically follow the Step-By-Step Guide To Implement Tracking and use the Customer Contact Directory to reach Sales, Support, or Certification as needed.
What training formats are available for teams and partners?
We have multiple formats: self-paced helpdesk series, recorded enablement sessions, and an official Everflow Certification Program for admins.
Program managers can also prep external partners with how partners access Everflow and tailored signup flows.
Program managers can also prep external partners with how partners access Everflow and tailored signup flows.
How is technical support delivered once live?
We have responsive support focused on time-to-resolution and clear troubleshooting steps. Customers can browse diagnostics in the helpdesk and contact the right team via the Customer Contact Directory.
For payments questions, onboarding resources in Everflow Pay outline requirements and next steps
For payments questions, onboarding resources in Everflow Pay outline requirements and next steps
Can Everflow assist with migrations from another platform?
We have a staged migration approach: export current data, map entities/IDs, run shadow traffic, and schedule a safe cutover.
Helpful references include How To Export Your Data, Domain Management Options, and integration guides like Shopify Integration for cart-specific notes.
Helpful references include How To Export Your Data, Domain Management Options, and integration guides like Shopify Integration for cart-specific notes.
Tracking & Offers
Which tracking methods are supported?
Everflow has both redirect and direct-linking options. We generate a unique transaction ID on click and tie it to conversion events—reliable attribution that reduces dependency on browser cookies.
See: Implement Tracking.
See: Implement Tracking.
Can we route to multiple landing pages or A/B test?
We have Offer URLs so you can add multiple destinations under a single Offer and rotate/route by geo, device, or test cell without changing links.
See: How To Use Offer URLs, Split-Testing Offers, Landing Pages & Offer URLs.
See: How To Use Offer URLs, Split-Testing Offers, Landing Pages & Offer URLs.
How are conversions and post-conversion events tracked?
We have flexible events (e.g., signup, purchase, upsell) that you can define per Offer or advertiser and fire via postback to ensure partners are credited for the right outcomes.
See: Implement Tracking.
See: Implement Tracking.
Do you support HTML pixels as well?
We have documentation for pixel-based tracking and when it’s appropriate; for most accuracy and resilience, we recommend S2S postbacks where possible.
See: Understanding Tracking With The HTML Pixel.
See: Understanding Tracking With The HTML Pixel.
Do you integrate with common carts and app flows?
We have direct guides for Shopify, WooCommerce, BigCommerce, ClickFunnels, and more, plus app/MMP integrations and fallback options via postbacks or Zapier.
See: Integrations Library, Getting Started With Integrations.
See: Integrations Library, Getting Started With Integrations.
Partner Management & Payouts
How do we onboard partners (affiliates, creators, media buyers)?
We have Partner Management tools to invite or add partners, assign Offers, control visibility/terms, and reduce manual work through a self-serve partner portal.
See: Partner Management.
See: Partner Management.
How do partners get API access?
We have partner-level API keys accessible in the Partner Portal or issued by the network; developers can use our APIs for custom workflows.
See: Partner API Keys & API Documents, Developers: Partner API Keys.
See: Partner API Keys & API Documents, Developers: Partner API Keys.
What is Everflow Pay?
Everflow has an in-house payouts solution to centralize verification, payment types, statements, and domestic/international disbursements—so finance ops stay inside your platform.
See: Introduction To Everflow Pay, Everflow Pay (All Guides).
See: Introduction To Everflow Pay, Everflow Pay (All Guides).
Who pays fees and what are they?
We have a transparent fee model with clear documentation for platform and transaction/FX fees, including when payers vs. payees cover them.
See: Understanding Everflow Pay Fees & Who Pays Them.
See: Understanding Everflow Pay Fees & Who Pays Them.
Can Everflow Pay be our default payout method?
We have settings to make Everflow Pay the default, and you can connect partners one-by-one or in bulk; partners complete their own payout setup to receive funds.
See: Everflow Pay (All Guides).
See: Everflow Pay (All Guides).
Reporting & Analytics
What reporting comes out of the box?
We have standard performance reports (clicks, conversions, revenue, payout) plus flexible analytics—dimensions, funnels, cohorts, variance—so you can answer tactical and strategic questions without exporting first.
See: Implement Tracking (Reporting Context).
See: Implement Tracking (Reporting Context).
Can we monitor pacing, caps, and anomalies?
We have tools for caps/budgets and pacing, and diagnostics like time-to-convert that help flag abnormal spikes or drop-offs early.
See: Tracking Fundamentals.
See: Tracking Fundamentals.
Can we compare performance across landing pages/routes?
We have Offer URLs reporting so you can compare destinations, routes, and variants under a single Offer to see what actually converts.
See: How To Use Offer URLs.
See: How To Use Offer URLs.
How do partners see their performance?
We have a partner portal with real-time performance and payout visibility, which reduces support overhead and aligns incentives.
See: Partner Management.
See: Partner Management.
Can we export data or pipe it to BI?
We have multiple ways to move data—native integrations, APIs, postbacks, and webhooks—so you can enrich Everflow data in your warehouse or BI stack.
See: Overview Of Built-In Integrations, Integrations Library.
See: Overview Of Built-In Integrations, Integrations Library.
Integrations & API
What integration categories are available?
Everflow has 10+ categories—fraud/security, suppression lists, billing, media buying, CRM, e-commerce, pay-per-call, email, mobile MMPs, e-signature, and feeds.
See: Integrations Library, Overview Of Built-In Integrations.
See: Integrations Library, Overview Of Built-In Integrations.
What if we don’t see a native connector?
We have documented “other ways to connect,” including S2S postbacks and Zapier/webhooks, which are great for MVP timelines.
See: Getting Started With Integrations.
See: Getting Started With Integrations.
Is there an API?
We have Network, Partner, Advertiser, and Marketplace endpoints with examples for building automations and custom workflows.
See: Developers: Offer URLs (Example), Developers: Partner API Keys.
See: Developers: Offer URLs (Example), Developers: Partner API Keys.
Do you integrate with suppression tools?
We have suppression list integrations (e.g., email compliance vendors) with simple setup steps in the library.
See: Integrations Library.
See: Integrations Library.
How do we connect carts or checkout platforms?
We have guides for Shopify, WooCommerce, BigCommerce, ClickFunnels, Stripe, and more; when a native option isn’t available, we recommend postbacks/webhooks as a bridge.
See: Integrations Library.
See: Integrations Library.
Security, Privacy & Company
Are you SOC 2 compliant?
Everflow has successfully completed a SOC 2 Type II audit; our legal docs describe how customers can request a summary report during vendor-risk reviews.
See: Security & SOC 2, Data Processing Addendum.
See: Security & SOC 2, Data Processing Addendum.
Do you offer a DPA and GDPR support?
We have a comprehensive DPA and GDPR commitment, including terms on subprocessors, audits/assessments, and data handling.
See: Data Processing Addendum, GDPR Policy.
See: Data Processing Addendum, GDPR Policy.
What are your data retention options?
We have documented retention windows for raw vs. aggregated data and options to export continuously (e.g., for longer retention in your systems). Your Sales/Support team can confirm plan-specific details.
See: Service Terms.
See: Service Terms.
Do you have a public changelog or updates hub?
We have release notes and category pages in the Helpdesk that highlight new features and guides, alongside the main site for product overviews.
See: Helpdesk: Start Here, New To Everflow.
See: Helpdesk: Start Here, New To Everflow.
How do we contact Sales or Support?
We have in-app and web contact options. Sales can help with scoping and demos; Support can assist with implementation, integrations, and troubleshooting.
See: Helpdesk and the contact options inside the app.
See: Helpdesk and the contact options inside the app.
