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- Social Commerce Platform
- Who it's for
- Live commerce operators
Live commerce operators
A live-selling team needs to connect a timed creator drop to its partner opportunity and review the resulting order reference. The attribution record holds the creator, attribution date and attributed orders. Attachments can carry a source link or receipt, while the reviewer records a decision against the specific attribution revision.
How Social Commerce Platform is set up for you
Commercial owner
Partner Manager owns the opportunity, its counterparty and the next commercial step.
Creator follow-up
Creator Coordinator records the creator result and follows overdue activity.
Independent decision
Attribution Reviewer decides on a submitted attribution revision and records the reason.
A live-selling team needs to connect a timed creator drop to its partner opportunity and review the resulting order reference. The attribution record holds the creator, attribution date and attributed orders. Attachments can carry a source link or receipt, while the reviewer records a decision against the specific attribution revision.
Pilot one live drop with a named coordinator, partner manager and attribution reviewer. Agree where the order reference comes from and how attributed orders are counted. Use a scheduled follow-up activity for the creator report, then submit the attribution once its evidence is ready.
The report arrives after the due date. The coordinator sees the open follow-up, contacts the creator and attaches the revised source. The reviewer records Reject if the quantity does not match, with a reason. A corrected revision returns for a fresh decision. The opportunity continues to show the commercial stage throughout.
Bring one account, one contact and one opportunity into the pilot. Compare the expected value, opportunity stage, activity outcome and attribution status after the team completes the case. Use the same record links for a second example where the attribution is rejected or the opportunity is lost. That exercise shows who corrects the record and where the next person finds the decision.
[Plan the first cycle](/social-commerce-platform/get-started) and [review the data model](/social-commerce-platform/data-model).
Features to start with
Creator attribution
Tie creator and live-drop activity to the partner opportunity and a reviewable order reference.
Partner relationships
Keep partner companies and contacts connected to the opportunities they influence.
Shoppable post pipeline
Follow partner opportunities from first record to the final outcome, with expected value and close date visible.
Roles on the team
- Partner Manager
- Owns partner accounts and opportunity progression through qualification, proposal and close.
- Creator Coordinator
- Records creator attribution and follows up on creator activities linked to partner opportunities.
- Attribution Reviewer
- Makes an independent decision on submitted creator attribution revisions.
- Sales Operations
- Maintains product information, checks receipts and prepares reporting across organizations.
Set up Social Commerce Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.