Setting Up EverFlow to Integrate with Law Ruler for Affiliate Partner Tracking

Setting Up EverFlow to Integrate with Law Ruler for Affiliate Partner Tracking

Law Ruler^TM proudly supports our integration with EverFlow (spoken as "Ever Flow") affiliate tracking software. This tutorial will also help familiarize you with how to set up and maintain the integration for your firm’s workflow. The EverFlow  > Law Ruler Integration is 1-way and it will create new leads/intakes in Law Ruler from any landing pages that have EverFlow traffic and send the correct EverFlow parameters into Law Ruler when a lead conversion occurs. 

At the time that a new lead is posted to Law Ruler, the EverFlow “Transaction ID” must be passed from EverFlow into Law Ruler’s “SubID1” API field. When any EverFlow leads reach a pre-configured “EverFlow Event Trigger Status”  example “Signed Retainer Contract” then this will tell Law Ruler to send this conversion back to the EverFlow API.  You must have an Offer ID for each EverFlow conversion for each Case Type for this to function as it should, which is part of the setup steps in this tutorial.

What is EverFlow? Choose a Smarter Partner Marketing Platform | Track, Manage, Understand Affiliates, Influencers, Apps | Deliver Results and Analysis from Every Kind of Partner Relationship. Aside from Law Ruler, all other trademarks, trade names, screenshots or company names referenced herein are used for identification purposes only and are the property of their respective owners.

Please note: If you do require assistance with EverFlow or need to know your EverFlow Network ID, Offer IDs, or anything else specific to EverFlow, then contact EverFlow support since Law Ruler Support cannot provide support for any products other than Law Ruler.

Table of Contents

Setting Up Law Ruler to Connect to the EverFlow API Integration for Your System

Setting Up Offer IDs for Each Campaign in Law Ruler Case Types

How to Post Your New Leads to Law Ruler with the EverFlow Transaction ID and other Subids

Running Marketing Reports to Include Your EverFlow Conversions

How to Stop Law Ruler from Posting Conversions to EverFlow

Support/Assistance

Setting Up Law Ruler to Connect to the EverFlow API Integration for Your System

Let’s get started. To get started, on the blue left-menu bar, you will click the “Setup” icon > Select the “3^rd Party Integrations” menu option. You must be a user with admin access, or you will not be able to see these menu options. Please ask your firm administrator or IT department if you need these changes made.

Now, you should be in the “3^rd Party Integrations” screen.

EverFlow Activation Settings Screenshot:

• Add your company’s EverFlow Network ID number in the EverFlow “Network ID” field
• Next, Toggle the On/Off Switch to the “On” position
  • This will not allow you to activate it without first entering your Network ID
• Select a “Law Ruler Status Trigger” in the “Status Trigger” dropdown field. We suggest the status of “Signed Retainer Contract” to designate a successful conversion.
• This screen autosaves, so when finished, you will proceed to the next step.

Setting Up Offer IDs for Each Campaign in Law Ruler Case Types

The EverFlow integration requires adding the “EverFlow Offer ID” into each “Law Ruler Case Type” in the “Manage Case Types” screen for any active campaigns, or it will not function properly. In Law Ruler, we suggest naming each Law Ruler Case Type after each Marketing Campaign that you may be running in EverFlow to delineate data by case type. The EverFlow API cannot accept conversions without an Offer ID so this is required.

On the blue left-menu bar, you will click the “Setup” icon > Select the “Case Types, Milestones, Task List Items” menu option. You must be a user with admin access, or you will not be able to see these menu options. Please ask your firm administrator or IT department if you need these changes made.

In the “Manage Case Types” screen, click “Edit” on any of the existing Law Ruler Case Types.

To edit an existing “Law Ruler Case Type” you will press the “Edit” button on the left side of each “Law Ruler Case Type” on the screen.

This will open the “Law Ruler Case Type” in edit mode.  You may add the “EverFlow Offer ID” 
⚠️ Please note: if you did not complete the above steps to activate the EverFlow API integration, then you will not see the “Offer ID” field. This is only visible if the EverFlow integration is enabled.

You must get the “EverFlow Offer ID” from EverFlow directly. That cannot be provided by Law Ruler.

Enter the “EverFlow Offer ID” for this case type > Press “Save”

🔁 Rinse and Repeat until you have added every “EverFlow Offer ID” for all case types to Law Ruler that you want to include in your workflow.

⚠️ Any case types without an “EverFlow Offer ID” will not be able to communicate with EverFlow so please bear this in mind when adding new case types to your Law Ruler system. Law Ruler will queue any EverFlow leads that do not have an Offer ID in the case type, but it is recommended to be proactive and not forget during each case type setup.

How to Post Your New Leads to Law Ruler with the EverFlow Transaction ID and other Subids

Now that the EverFlow set up is completed inside of Law Ruler, you will need to connect all of your websites and landing pages to send the “EverFlow Transaction ID” to Law Ruler for each new lead posted to Law Ruler.

⚠️ Any landing pages/websites that do not post the “EverFlow Transaction ID” to Law Ruler will not send to EverFlow

Using InstaPage as an example, you will want to add the “Hidden Form Fields” for “EverFlow” tracking. This is necessary because although you may have live session data on your landing page for each new visitor, that data has no way of integrating with your Law Ruler system without completing this step.  This step tells the “InstaPage Landing Page” to send the “EverFlow” tracking data to Law Ruler. For a full tutorial on integrating InstaPage with Law Ruler, please review the InstaPage article.

From inside of the Instapage landing page form editor, double-click in the empty space outside of any field in the webform to have the “+ ADD FIELD” This can be a bit picky so make sure you do not click on any existing fields or it will open the settings for that field and not prompt you to create a new form field.

Click “+ ADD FIELD”

Select “Hidden” for the field type.

Enter a “Hidden field name” based on the listed parameters below. The order of the parameters does not matter.

In InstaPage “Hidden Form Fields” you will need to add both a Placeholder and a Value to pass the EverFlow cookie session data to the web form submission:

• Add the “Hidden field name” for each parameter.  Example: Subid1
• Add the “Hidden label value” for each parameter with the field name in square brackets:
  Example: [Subid1]

Example of a completed “Hidden Form Field” that is correctly set up for EverFlow:

Add "Subid1" for the Field Name

Add "[Subid1]" for the Field Value

The available API Parameters are as follows:

⚠️ Please note: Law Ruler API is case sensitive so it is recommended that you and copy and paste these values. Do not include any quotation marks “ ” in your parameters.

• “Subid1” – This is the EverFlow Subid1 – this is required. This is the “EverFlow Transaction ID”
  • Example use: Subid = 42a44bc123de5f6789g01hi2345j678k
• “Subid2” – This is the EverFlow Subid2 – this is optional and may or may not apply to your EverFlow implementation. This could be any additional data that you want to send such as the Publisher ID sending traffic
  
  
• “Subid3” – This is the EverFlow Subid3 – this is optional and may or may not apply to your EverFlow implementation. This could be used to identify the campaign or CPM# or anything else of your choosing.

*** Add all “Hidden Form Field” parameters that you will need to each “InstaPage Landing Page” that you would like to connect to Law Ruler for EverFlow.  Remember, only “Subid1” and "[Subid1]" is required for EverFlow since that is the “EverFlow Transaction ID”

Running Marketing Reports to Include Your EverFlow Conversions

The Law Ruler Custom Reports feature allows any field in Law Ruler to be added to a Custom Report. You will now be able to add the EverFlow fields to any marketing reports so that this data can be included.  To do this, you will want to edit an existing custom report and add the following fields to your Custom Report Layout:

• EverFlow Subid1 – this is required. This is the “EverFlow Transaction ID”
• EverFlow Subid2 – this is optional and may or may not apply to your EverFlow implementation. This could be any additional data that you want to send such as Publisher ID sending traffic, or something else.
• EverFlow Subid3 – this is optional and may or may not apply to your EverFlow implementation. This could be used to identify the campaign or CPM#

Screenshot showing the EverFlow fields in Custom Reports as available options:

How to Stop Law Ruler from Posting Conversions to EverFlow

⏹️ If you would like to stop all conversions from posting to EverFlow, or a specific company/tracking number pool, then just turn off the EverFlow API Integration inside the “3^rd Party Integrations” screen. 

Support/Assistance

If you need further assistance on Law Ruler, then please contact Law Ruler Support to assist you further.  For further assistance with EverFlow or to get your EverFlow Network ID, Offer IDs, or anything else related to EverFlow, please contact EverFlow support.

🤗 Thank you very much for choosing Law Ruler!