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This guide is for EVO team members using Sales Attribution. Always select the client and contract before creating links, codes, or reports.

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Why the contract matters

A contract keeps one agreement’s results separate from another. Once activity is credited to a contract, it stays with that contract so past reporting does not change when a creator starts a new agreement.
Do not use the campaign as the attribution boundary. On the agency side, attribution is organized by contract.

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Launch attribution for a contract

1

Open Sales Attribution

In the EVO team workspace, open Sales Attribution.
2

Choose the client and contract

Start with Active or Onboarding to keep the client list focused on current work. Choose All only when you need an older client. Select the brand first, then the contract you are setting up. Check the contract name and dates before continuing.
3

Choose the destination

Select a live shared or custom domain. Add the website page or app-store destination customers should reach.
4

Review the creators

Choose Provision contract roster to prepare links and codes for the active roster. Review every creator and the short name that will appear in their link.
5

Choose what to create

Create links, codes, or both. Dialed identifies items that already exist so the team can keep them without creating duplicates.
6

Resolve any conflicts

If a short link is already in use, accept the suggested alternative or enter another clear option. Then run the final review.
7

Create and verify

Finish the setup, review the created and skipped items, and open at least one link before sending anything to creators.
Use New link or New code when:
  • only one creator needs an item;
  • a brand-wide code is needed;
  • a custom destination differs from the rest of the roster; or
  • you are replacing an old link without changing the whole contract.
Keep names short, readable, and easy to say aloud. Deactivate an old link or code instead of deleting it when it already has reporting history.

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Hand off the tracking setup

Open Implementation kit for the selected client. Choose the section that matches the client’s website, app, or billing provider.
  • For a website, send the ready-to-paste EVO pixel instructions to the client’s website owner. Tracking does not begin until they install it and complete a test.
  • For an app, send the app attribution checklist to the client’s app contact. Tracking does not begin until they install the EVO app setup and complete a test.
  • For revenue reporting, complete the matching billing connection.
The client-level tracking setup can support more than one contract. The link or code determines which contract receives credit. A client can launch creator links before they approve website, app, or billing access. The links immediately report unique visitors and total redirects by creator, contract, and date. Tell the client that this is limited reporting. It does not confirm installs, sales, subscriptions, refunds, or revenue. The Overview page explains what is available now and what the client must connect next. Do not calculate click-through rate from link clicks alone. A true rate also needs the number of people who viewed the matching creator post. Dialed shows the rate only when that view information is available.

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When a creator leaves and returns

Removing a creator stops their active links and codes from receiving new credit. Their earlier clicks, installs, sales, and revenue remain in the original contract’s reports. If the creator returns later, add them to the current roster and provision the current contract. Dialed creates a fresh active tracking period while the old contract history stays unchanged. Do not reactivate an old contract’s link or code unless the account owner intentionally wants new activity credited there.

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Review results

In Overview, use the filters at the top of the page: You can then:
  • compare unique visitors, total redirects, installs, sales, and revenue;
  • sort creators by revenue;
  • set a minimum revenue amount;
  • review recent activity by type;
  • export the filtered creator table; and
  • export the activity that matches the selected filters.
If a report looks unexpectedly empty, confirm the client, contract, and date range first. Then clear the creator, source, and matching-method filters one at a time.

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Before launch

  • Confirm the selected domain shows Live.
  • Open each new link and confirm the destination.
  • Confirm every creator has the intended link, code, or both.
  • For a connected billing service, use its built-in test mode and confirm the test stays out of live totals.
  • Treat a normal website pixel purchase as live activity. Do not place one unless the client and account owner know it will appear in reporting.
  • Share the final links and codes with the correct creators.

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Ongoing checks

Review the contract after launch and at least weekly. Look for creators with clicks but no sales, sales with no creator match, disconnected billing services, and links that no longer reach the intended destination.