The dealer approval process occurs when the client has requested to approve their written content before publishing it on their website.
To start this process, there are two steps that the SEO Rep must take:
First, navigate to the Dealer Spike SEO Content Staging Board on Trello and pull up the client card.
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Continue filling out the content requests as normal and forward the card to the Dealer Spike Writing Board.
The rest of this process continues when the card is moved into the Awaiting Dealer Approval column on the Dealer Spike Content Posting Board. The following automation takes place to initiate the process:
When a card is moved to the list “Awaiting Dealer Approval” by anyone, Trello sends an email notification to the Account Manager (this information is contained as a custom field on the card).
Email example
Subject: Content Approval Required for {card name}
Message:
Hello,
A client approval is required for (cardname}
Link to the card
Please contact the client at your earliest convenience.
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c. Send an email with the content pieces to the client and ask for approval.
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Email Template Hello {account contact name}, Attached are articles written for your website this month. Please review them and request corrections or revisions at your earliest convenience. Should you require no revision, please let us know and the article(s) will appear on your website within the next 5 business days. Additional information (optional): If we do not hear from you within 5 business days, we will set them live to avoid delays in fulfilling the contract terms. Please reach out with any question you may have. We look forward to hearing your feedback. {signature} |
Step 2 - Approval
If client approves
a. Go back to the linked card on the Dealer Spike Content Posting Board
b. Comment “Client approves” on the card and save comment.
c. Proceeds to Step 3.
If client requests edits
a. Go back to the linked card on the Dealer Spike Content Posting Board.
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