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 is one step that the SEO Rep must take:
First, navigate Navigate to the Dealer Spike SEO Content Staging Board on Trello and pull up the client card.
Add the “Requires Dealer Approval” red label to the Client Card Template.
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2. In the “Custom Field” section of the card, you need to put the Account Manager’s email.
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Continue filling out the content requests as normal and forward the card to the Dealer Spike Writing Board.
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The rest of this process continues when the card is moved into the Awaiting Dealer Approval column on the Dealer Spike Content Posting Board or the ARI Content Posting Board. The following automation takes place to initiate the process:A Juniper rep will monitor the columns daily.
When a card is moved to the list “Awaiting Dealer Approval” by anyone, Trello sends an assigned Juniper rep will send an email notification to the Account Manager (this information is contained as a custom field on the card. The account manager can be found in the CRM digital marketing project:
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The Juniper rep will go into the Trello card and open up the link to the content Google doc, then download it as a Word doc (.docx).
Email exampleto Account Manager Template
Subject: Content Approval Required for {card dealer name}
Message:
Hello,
A client approval is required for (cardname}
Link to the card
Please contact the client at your earliest convenience{dealer name}. I have attached the content word doc to this email, please pass it along to the dealer and notify them that they have 5 business days to reply with their approval or comments for changes before we proceed with posting the content.
The account manager will take the following actions:
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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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