Partners

Partners represent the people or organizations connected to your marketing efforts. They are used for tracking, attribution, and reporting — partners are not given access to OptiPub.

A partner is required when creating a campaign. The partner configured in the campaign is the default, but other partners can be specified when generating a campaign link.

Navigate to Marketing > Partners

Partners cannot be deleted once created. They can be edited.


Partners Table

The partners list shows all partners in your account. Available columns:

ColumnDescription
IDUnique identifier
NameThe partner's name
Contact NameThe partner's contact person
EmailContact email address
NotesAdditional notes about the partner (hidden by default)
URLThe partner's website (hidden by default)
Everflow Affiliate AccountTheir affiliate account in your Everflow network, if linked (hidden by default)
ActiveWhether the partner is active
CategoryThe partner category

Creating a Partner

  1. Navigate to Marketing > Partners.
  2. Click Create.
  3. Fill in the fields:
FieldRequiredDescription
ActiveYesWhether the partner is active
CategoryYesThe partner category (managed in System Settings > Categories > Partner Categories)
NameYesThe partner's name (must be unique)
URLNoThe partner's website URL
Contact NameNoName of the primary contact
Contact EmailNoEmail address of the primary contact
NotesNoFree-text notes about the partner

The optional Connect Everflow step below these fields links the partner's Everflow accounts; see Everflow Integration.

  1. Click Save.

Partner Detail Page

Click View on a partner to open the detail page. The page has two sections:

Info Card

The left sidebar displays the partner's key details at a glance:

  • Category
  • URL (linked)
  • Contact Name
  • Contact Email
  • Active/Inactive status

Tabs

The right section contains three tabs:

Domains

A table of domains associated with this partner. Each domain is monitored for blocklist status to help you track partner link reputation.

ColumnDescription
IDUnique identifier
DomainThe domain name
BlocklistedWhether the domain is currently on a blocklist

Click Create to add a new partner domain by entering the domain name.

Messages

A table of all messages that reference this partner. Use this to see which messages have been sent through campaigns associated with the partner.

Auto Responders

A table of all auto responders associated with this partner. Useful for tracking automated email sequences tied to partner campaigns.


Everflow Integration

Everflow connects you and a partner in two directions. Both are configured in the Connect Everflow step of the partner form.

SectionDirectionWho is the affiliate?Field
Everflow NetworkOther publishers send your offers to their listsThe partner, in your Everflow networkAffiliate Account (requires your network API key under Administration > Settings > Integrations)
Everflow AffiliateYou send other publishers' offers to your listsYou, in their Everflow networkAffiliate API Key
flowchart LR
  subgraph Yours[Your Everflow network]
    TheirAff[Partner's affiliate account]
  end
  subgraph Theirs[Partner's Everflow network]
    YourAff[Your affiliate account]
    Offers[Their offers + creatives]
  end
  AffiliateAccount[Affiliate Account field] --> TheirAff
  AffiliateKey[Affiliate API Key field] --> YourAff
  YourAff -->|hourly sync| Offers
  Offers --> Builder[Campaign builder: External Offer > Everflow]

Everflow Network

Linking Partners to Everflow

When creating or editing a partner, the Affiliate Account field lets you link the OptiPub partner to an affiliate in your Everflow network. This association connects OptiPub campaign activity to Everflow's tracking and reporting. When your network integration is not configured, the field shows where to add the network API key instead.

Everflow Campaign Links

When generating a campaign link, you can generate an Everflow link alongside the standard OptiPub campaign link. The Everflow link wraps the OptiPub campaign URL through Everflow's tracking, attributing clicks and conversions to the linked affiliate.

Everflow Offers

Everflow offers can be linked to OptiPub campaigns to unify click and conversion tracking. When a subscriber clicks an Everflow-tracked campaign link and converts (e.g. subscribes or purchases), both OptiPub and Everflow record the event — giving you a single view of partner performance across both systems.

Everflow Affiliate

Partners who run their own Everflow network can issue you an affiliate API key. Once connected, their offers and creatives are synced into OptiPub so campaigns can be built around them directly from the campaign form.

Connecting to a Partner's Network

  1. In the partner's Everflow affiliate portal, generate an API key for your affiliate account.
  2. Open the partner in OptiPub and paste it into Affiliate API Key under Connect Everflow > Everflow Affiliate, then Save. The key is stored encrypted and is never shown again — the field reads Configured once set.

Saving connects the partner straight away: OptiPub verifies the key, records your affiliate ID in their network, creates the conversion postbacks described below, and queues the first offer sync. If Contact Name or Contact Email are blank, they are filled from the account manager assigned to you in their network; values you have entered are never overwritten. If Everflow rejects the key, the partner is still saved and the rejection is shown under Conversion Postbacks; fix the key and save again, or click Connect & Sync to retry.

The Connection row shows the name and ID of your affiliate account in their network and when offers were last synced. Once connected the button reads Sync Now; click it at any time to re-verify the key and refresh offers immediately.

To unlink the partner's network, click Clear next to the Affiliate API Key. It takes effect immediately: the postbacks in their network are switched off, OptiPub's receiving webhook is removed and the stored key is deleted. Pasting a different key and saving resets the connection the same way before the new key is verified.

Conversion Postbacks

Conversions are reported back to OptiPub by the partner's network, not polled per click. When a key is saved, OptiPub creates two global, server-to-server postbacks in the partner's Everflow network through their API — one for base conversions and one for post-conversion events — both pointing at a webhook that belongs to this partner. Every hourly offer sync re-checks them and repairs a postback that was edited or removed in the portal.

The Conversion Postbacks row shows where that stands:

StatusMeaning
Configured automaticallyBoth postbacks exist in their network and point at OptiPub
Manual setup requiredTheir network does not let affiliates manage postbacks over the API. The two postback URLs are shown with copy buttons; in their affiliate portal go to Postbacks > Add, choose Global and Server to Server, and paste one URL per type. OptiPub detects them on the next sync and switches the status to Configured
ErrorThe network could not be reached with the stored key; the message is shown underneath

Logs opens the webhook history for this partner: every postback received, whether it was booked, and a failure reason when it was not (for example a click that did not come through an OptiPub link). Failed entries can be retried once the cause is fixed.

What a conversion becomes in OptiPub is covered under Campaigns > Conversions from Everflow.

What Gets Synced

Offers sync automatically every hour for every partner with a key. Only offers that pay out in USD are synced, since effort revenue is kept in a single currency. For each offer OptiPub stores:

  • Name, status, visibility, preview/tracking URLs and the payout. The payout summary lists every paying event; the headline payout (the highest fixed amount, or the highest percentage for revshare-only offers) is what the picker's payout tiers are built from.
  • Your approval status for the offer. Public offers are open to every affiliate on the network and need no approval; Approved offers are ones the network granted you access to. Only these two can be selected in a campaign; Requires approval and Pending approval offers cannot.
  • Creatives: email HTML with subject and from lines, Google Doc links, and metadata for the rest
  • Whether the offer uses a suppression list and any tracking parameters the network requires

Offers or creatives that disappear from Everflow are hidden from the picker rather than deleted, so existing campaigns keep their references.

You can also archive offers yourself from the offer browser to keep the list to what you actually mail. Archiving is local to OptiPub: the network is not told, the hourly sync leaves the flag alone, and campaigns already using the offer keep working (their Offer tab shows an Archived badge). Archived offers live under Status: Archived in the browser, where Unarchive restores them.

🚧

Requesting access to an unapproved offer is not possible through the API. The picker offers an email link to the partner's contact when one is set; otherwise request access in the partner's Everflow portal.


Partner Categories

Partner categories help organize partners into groups (e.g. by type, relationship, or vertical). Categories support a parent-child hierarchy.

Manage categories under Administration > System Settings > Categories > Partner Categories.

FieldRequiredDescription
NameYesThe category name
Parent CategoryNoOptional parent for hierarchical organization

What’s Next

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