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 is one step that the SEO Rep must take:
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 or the ARI Content 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 or the ARI Content Posting Board. A Juniper rep will monitor the columns daily.
When a card is moved to the list “Awaiting Dealer Approval” by anyone, an assigned Juniper rep will send an email notification to the Account Manager. 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). Below is the template the Juniper rep can use to email the account manager:
Email to Account Manager Template
Subject: Content Approval Required for {dealer name}
Message:
Hello,
A client approval is required for {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. If the dealer has specified that they need more than 5 days to reply, please let us know so we can update the instructions in the Dealer Info section of the content card.
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Thanks!
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INTERNAL ONLY: Account Managers should not just forward this email to the dealer! They must create a separate email for the dealer using the template below. |
Account Manager Step 1 - Outreach
a. Follow the email link to the Trello card.b. Download all content pieces from the email by clicking File > Download > Choose a suitable in a word doc (.docx) format.
cb. Send an email with the content pieces attached to the client and ask for approval .using the following template:
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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 following 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
Ifthe 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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: Reply to the original email thread sent by Juniper with “Client approves, good to post content!”
If the client requests edits: Reply to the original email thread sent by Juniper with the edit requirements.
c. Move the card to the Issues to Resolve column.
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