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Now we must set up an Ongoing Fulfillment Record so that our tasks fire off monthly for the SEO and Content Teams.

1. Navigate to the client’s account in Salesforce

2. Under Related List Quick Links, click Show All at the bottom

3. Click Ongoing Fulfillments

   

4. Click the Ongoing Fulfillment Name (first column) next to Net Driven SEO

5. Set the following fields

   1. Owner - Assign it to whoever the SEO rep is suppose to be (usually yourself unless otherwise specified)

   2. Start Date - Set to the date you are onboarding (today)

   3. End Date - Adjust to a far future date so tasks will keep triggering

   4. Active - Check off the box (When offboarding, we will simply remove the active status. Do not worry about setting it too far ahead)

   5. Click Save

      

6. After you click save, scroll down to Fulfillment Schedules

7. We must create two of them, so click New

8. Set the following fields for the first Fulfillment Schedule

   1. Name - Monthly On-site SEO (Make sure name is always set the same. This is important for KPI reporting)

   2. Start Date - Today (if before the start of the month the task needs to trigger)

   3. Frequency - Monthly

   4. Recurrence Date - 1st

   5. Ignore the highlighted Fulfillment Schedule Template in the image below. Do not fill that out

   6. Click Save

      

9. Set the following fields for the Second Fulfillment Schedule

   1. Fulfillment Schedule Name - SEO Package - Monthly Content

   2. Start Date - Today (if before the start of the month the task needs to trigger)

   3. Frequency - Monthly

   4. Recurrence Date - 1st

   5. Ignore the highlighted Fulfillment Schedule Template in the image below. Do not fill that out

   6. Click Save

      

10. Click into the Monthly On-site SEO Template you just created

11. Next to Related Fulfillment Task Templates, click New

    1. Set the task template to FTT-0093

    2. Click Save

       

12. Go into the SEO Package Content Fulfillment Schedule and repeat Step 11 with the following differences

    1. Set the task template to FTT-0094 and click Save

    2. If this client has a Gold SEO Package or you were informed that they have extra content per month, also add another task template FTT-2882 for their second content piece

    3. For a third content piece, if applicable, use FTT-2883

    4. Click Save