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 Each day, 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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The report is grouped by Fulfillment Request: Created Date, then by Account, Order, and Fulfillment Request.
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Set All Fulfillment Detail Stage to Pre-Production
Regardless of the client’s website status, all Fulfillment Detail Stage must be set to Pre-Production to enable the Ready State of Fulfillment Tasks in Fulfillment Requests.
Click the Fulfillment Request Name on the report.
Click a pencil icon to the left of any field to start editing fields.
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Set the Fulfillment Detail Stage to Pre-production and select the Product and save. You will be able to tell which product the Fulfillment Request should have by looking at the Fulfillment Type in the Fulfillment Request Details section.
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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.a look at all the queues that these requests are going to go to. In the example below, Burr Farms Machinery has a request going to the DS/ARI SEO PDM Team, and Conlon Motorsports has 2 Fulfillment Requests going to the DS/ARI AEM Team.
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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The report above is the same as the one in the Website is live scenario, but we’ll explore Burr Farms Machinery Inc.
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.
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Another way to see if the website is live is by clicking on the Customer Products tab and expanding the list until you see the website product listed as pictured below. If a website is live, the status will be Active. If not, the status will be Pending Activation.
Unfortunately, it looks like this website is not on the ARI platform yet. We must prevent our team from setting it up until the website is live! Here’s how we’ll do that.
Go back to your report with the Order Number. Click on the Order Number. This will bring you to the order. Scroll down until you see the Fulfillment Requests in one of the boxes on the right. Alternatively, you can stay on the Account page and scroll down until you see the same box.
Click View All beneath the Fulfillment Requests box. This brings you to the entire list of requests for this client!
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If you’re ever curious about what the client purchased, click the Fulfillment Request name and look at Fulfillment Type. You can also see a list of all of the client’s products by going into the account and clicking Account Products. |
Now that we know how to verify the website status and fulfillment tasks (what needs to be done) for the account, we’ll learn how to read an order and identify both the website and digital marketing fulfillment requests.
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 . Here is 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) digital marketing fulfillment types: Fulfillment Types & Products.
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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