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Clients access brand performance data through the Client Hub and receive notifications via email and their connected Slack workspace.

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Email notifications

Trigger: Admin shares client hub linkRecipients: Client email addressesContent: Link to client hub with optional passcodeNotes: Passcode is optional per-brand setting
Mailer: AdCodeAlertMailerTrigger: Video hits configured view thresholdRecipients: Subscribed client contactsContent: Alert about milestone reached, link to video
Mailer: AdCodeMailerTrigger: Creator provides requested ad codeRecipients: Client who requested the codeContent: Ad code details and download link
Mailer: BrandContentExportMailerTrigger: Content export job completesRecipients: Client who requested exportContent: Download link for exported content
Trigger: Scheduled report generation (if configured)Recipients: Client stakeholders on distribution listContent: Performance summary with key metrics, report link

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Slack notifications (connected workspace)

For brands with connected Slack workspace via OAuth.
Trigger: Strategy published or updated for the brandChannel: Configured client Slack channelContent: Strategy summary with key pointsCode: Brands::StrategySlackUpdate
Trigger: Weekly strategy update cycleChannel: Configured client Slack channelContent: Strategy content for the weekCode: Campaigns::StrategySlack
Trigger: Weekly report publishedChannel: Configured client Slack channelContent: Report link and summary statsCode: WeeklyReports::Sender

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Client hub inline notifications

The client hub displays status updates inline rather than through push notifications.
Display: In the Requests tab of client hubTrigger: Admin responds to client request (approve/decline)Content: Request status change with any notes from adminNotes: “Declined” status is internal-only; delete removes from hub
Display: Top of client hub when activeTrigger: Admin publishes client-targeted announcementContent: Announcement text with optional CTA button

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Passcode protection

When a brand has passcode protection enabled:
  • All client hub links require the 4-digit passcode
  • Passcode is rate-limited to prevent brute force attempts
  • Admin can reset passcode from brand settings
  • Opt-in per brand via “Client Hub” tab on brand detail

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Slack integration setup

To connect a client’s Slack workspace:
  1. Navigate to brand detail → Integrations tab
  2. Click “Connect Slack”
  3. Client authorizes EVO app in their workspace
  4. Select target channel for notifications
  5. Strategy and report notifications flow automatically
Bidirectional chat sync is also available through Slack::ChannelLink for brands that want integrated chat between EVO and their Slack workspace.

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Code references