> ## 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.

# Brands

> How brands are managed and progress through the pipeline

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| **Off-boarded**       | No longer active                            | Manual              |

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

## 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:

<CardGroup cols={2}>
  <Card title="Job board listing" icon="briefcase">
    Public posting creators can apply to
  </Card>

  <Card title="Application review" icon="clipboard-check">
    Admins approve/reject applicants
  </Card>
</CardGroup>

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](/admin/client-hub) for admin configuration.

## Slack integration

Brands can connect their Slack workspace:

1. OAuth connection from brand settings
2. Select target channel for notifications
3. 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`:

```ruby theme={null}
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