The DS DigMS Outreach dashboardcontains reports for the DS/ARI DigMS Operations queue. These reports are separated by service: Facebook, Premium Directory Management, and Reputation Management.
The Goal
Your only goal is to close out/update the Fulfillment Task. You do not need to update statuses for Fulfillment Requests, as these types of objects contain many tasks that are assigned to different queues. The FR number is only there for quick reference to the Fulfillment Request, and it is only to be utilized when you need to send a notification to the account manager or rep regarding this particular request.
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To work on the request, you may click the Fulfillment Task Name, or click the Fulfillment Request Name and scroll down to Fulfillment Tasks, then clicking the DigiMS Ops Team Obtain Facebook Access task.
Step 1
Update the Status by clicking the pencil on the Status line. Change the Status to In Progress, then click SAVE at the bottom.
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Step 2
Now it’s time to log your email and call activities. This step applies to RM and PDM as well for relevant tasks.
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The default priority is normal unless you have been asked to escalate.
An email’s status is Completed once you have sent the email, but a call attempt might have different outcomes. Use the drop-down to select the most representative outcome.
The Category field for Facebook products is always Digital Advertising. You will select SEO Work for Reputation Management and Premium Directory Management products.
Click Save.
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Step 3
You can now record the outcome of your efforts.
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Click Save to update this task.
Step 4
Sometimes, the client wants to move their budget to Google advertising instead. Other times, they may want to cancel. Either way, you’ll need to let the account manager know. This is where you’ll use the Fulfillment Request’s Chatter to let the account manager (or digital marketing reps, or both) know.
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This process is still a work-in-progress. We’ll work to condense the tasks list, but we wanted to make sure that process captures all steps.
Cadence
In your In Progress columns, you will see the last modified date of all your In Progress tasks. You may use this to set the schedule for your calls or emails, or you may assign yourself a future Task using the New Task tab in the Activity space.
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