Brands

Brands are client companies that run creator campaigns through EVO. Each brand has its own pipeline status, assigned operators, and creator roster.

Brand lifecycle

Brands progress through an 8-stage pipeline:

┌────────────┐   ┌────────────┐   ┌────────────┐   ┌────────────┐
│ Onboarding │──▶│   Active   │──▶│   Ending   │──▶│ Up for     │
│            │   │            │   │   Soon     │   │ Renewal    │
└────────────┘   └────────────┘   └────────────┘   └────────────┘
                                                          │
      ┌───────────────────────────────────────────────────┘
      │
      ▼
┌────────────┐   ┌────────────┐   ┌────────────┐   ┌────────────┐
│  Renewed   │──▶│  Paused    │──▶│ Off-boarded│   │ Potential  │
│            │   │            │   │            │   │ Renewal    │
└────────────┘   └────────────┘   └────────────┘   └────────────┘

Pipeline stages

Stage	Description	Automation
Onboarding	New brand setup in progress	Manual
Active	Campaign running, creators posting	Auto on first post
Ending Soon	14 days before contract end	Auto at 14 days
Up for Renewal	Contract complete, renewal decision pending	Auto on completion
Potential Renewal	Renewal discussions active	Manual
Renewed	Signed for new term	Manual, 4-day timer
Paused	Temporarily stopped	Manual
Off-boarded	No longer active	Manual

Pipeline automation moves brands through Active → Ending Soon → Up for Renewal automatically. Other transitions require manual action.

Brand configuration

Each brand has:

Basic info

Name and logo
Industry/category
Client contacts

Operator assignment

Assigned operator - Primary EVO contact
Creative Director - Content oversight

Campaign settings

Platform targeting (TikTok, IG, YouTube)
Content approval requirements
Posting cadence expectations

Client hub settings

Custom slug for shareable links
Optional 4-digit passcode
Default platforms for reports

Brand deals

Brands can have a public Brand Deal for creator applications:

Job board listing

Public posting creators can apply to

Application review

Admins approve/reject applicants

Brand deal configuration:

Visibility (public/hidden)
Tier requirements
Compensation details
Looking for / product info

Client Hub

Each brand has a shareable Client Hub at /hub/:slug:

Hub features

Overview - Key metrics and status
Roster - Creator list with stats
Reports - Performance analytics
Strategy - Campaign documentation
Requests - Client request submission

Access control

Public link (no auth required)
Optional passcode protection (4-digit PIN)
Rate-limited to prevent brute force

See Client Hub for admin configuration.

Slack integration

Brands can connect their Slack workspace:

OAuth connection from brand settings
Select target channel for notifications
Automatic strategy and report posts

Features:

Strategy published → Slack notification
Weekly report → Slack notification
Bidirectional chat sync (optional)

Brand metrics

Key metrics tracked per brand:

Metric	Description
Total views	Sum of all placement views
Total placements	Content pieces posted
Active creators	Creators currently assigned
Engagement rate	Average across placements
Completion %	Progress toward targets

Creator assignment

Creators are assigned to brands through BrandCreatorMembership:

BrandCreatorMembership.create!(
  brand: brand,
  user: creator,
  status: "active",
  placements_cadence: 2,  # posts per day
  source: "job_board"
)

Assignment sources:

job_board - Applied through brand deal
invite - Direct invitation
ambassador - Referred by ambassador
import - Bulk import

Getting Started

Platform Guide

Admin Console

Notifications

Backend

Frontend

iOS App

Integrations

Brand lifecycle

Pipeline stages

Brand configuration

Basic info

Operator assignment

Campaign settings

Client hub settings

Brand deals

Job board listing

Application review

Client Hub

Hub features

Access control

Slack integration

Brand metrics

Creator assignment

​Brand lifecycle

​Pipeline stages

​Brand configuration

​Basic info

​Operator assignment

​Campaign settings

​Client hub settings

​Brand deals

Job board listing

Application review

​Client Hub

​Hub features

​Access control

​Slack integration

​Brand metrics

​Creator assignment

Brand lifecycle

Pipeline stages

Brand configuration

Basic info

Operator assignment

Campaign settings

Client hub settings

Brand deals

Client Hub

Hub features

Access control

Slack integration

Brand metrics

Creator assignment