> ## Documentation Index
> Fetch the complete documentation index at: https://docs.evomarketing.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Agency attribution workflow

> Set up and report creator attribution for a client contract

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

## 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.

<Warning>
  Do not use the campaign as the attribution boundary. On the agency side,
  attribution is organized by contract.
</Warning>

## Launch attribution for a contract

<Steps>
  <Step title="Open Sales Attribution">
    In the EVO team workspace, open **Sales Attribution**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Choose the destination">
    Select a live shared or custom domain. Add the website page or app-store
    destination customers should reach.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Choose what to create">
    Create links, codes, or both. Dialed identifies items that already exist so
    the team can keep them without creating duplicates.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Create and verify">
    Finish the setup, review the created and skipped items, and open at least
    one link before sending anything to creators.
  </Step>
</Steps>

## Create one link or code

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.

## 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](/attribution/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](/attribution/mobile-sdk) 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](/attribution/billing-connectors).

The client-level tracking setup can support more than one contract. The link or
code determines which contract receives credit.

## Launch with link-only reporting

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.

## 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.

## Review results

In **Overview**, use the filters at the top of the page:

| Filter             | Use it for                                                 |
| ------------------ | ---------------------------------------------------------- |
| Contract           | Isolate one client agreement                               |
| Creator            | Review one creator or unmatched activity                   |
| Source             | Compare website, app, and connected billing results        |
| How it was matched | Compare link, code, survey, renewal, and unmatched results |
| Date               | Choose a preset period or an exact start and end date      |

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.

<Tip>
  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.
</Tip>

## 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.

## 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.