In order to serve our customers the digital marketing products they subscribe to, we need their website to be live. When a new sale comes to enters our DS /ARI New Sales Net New ReportDigMS Fulfillment Requests report, we want to make sure that digital marketing team members only receive tasks for clients with websites that are live on our platform.
You will check each new sale Fulfillment Request that enters the report. To keep track, you may alter the arrangement of Order Start Date by clicking the arrow to the right of the column name.
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Scenario 1 - Website is live
In this example, we’ll explore what it looks like when a website is live.
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Take note of the product name for this client. They purchased a Digital Sales Package from DS. You’ll be looking to see if their Dealer Spike website is live.
Click the Account Name to view the client’s account information page.
At the top of the Account page, you should see the client’s website URL. Click on it.
At the bottom of the client’s website, you should see the Dealer Spike logo, which confirms that the client’s website is live, and the service can be fulfilled immediately. If you don’t see any indication that the website may belong to another provider, press CTRL + U on your keyboard to bring up the source console. Use CTRL + F to bring up the search box and search for “Dealer Spike”. If the phrase exists in this window, then that is a confirmation that the website is live on the Dealer Spike platform.
That’s it! There is no further action to be taken for clients whose website is live.
Scenario 2 - Website not live
In this example, we’ll explore what it looks like and what to do when a website is not live.
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Locate the Website Fulfillment Request.
In the above image, the Website fulfillment type is in dark gray. Use your cursor to highlight the Fulfillment Request Name. In this instance, the Fulfillment Request Name is FR-0010936. You’re about to make this website fulfillment request the parent of all digital marketing fulfillment requests.
Now click into each Digital Marketing Fulfillment Request (Reina will generate a list of them so you know which one is digital marketing, but it has AEM, SEO, SEM, TDA in it, and then the usual Reputation Management and Premium Directory Management)
In this case, the Reputation Management and AEM services have been identified as digital marketing services! The checkboxes are marked for demonstration purposes only. You must click into each Fulfillment Request and do the following steps below to put them on hold.
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