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Work is assigned and completed in Salesforce, so it’s important to set up quick links.
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In Salesforce, add the following reports to your Favorites (click the Star) |
Open SEO Package Tasks - Shows all SEO Rep Tasks and SEO Content Writer Tasks
MONTH SEO Content Tasks, Exc. Juniper - Shows SEO Content Tasks for a given month that are open and haven’t been sent to Juniper. You must adjust the filter to the month you wish to focus on.
Fulfillment Task: Created Date should be the first of the month to the end of the month
After adjusting the filter, use “save as” to save the report, and rename it with the month
Remember to star/favorite the newly filtered report
SEO Content Tasks Closed - Shows all SEO Content Tasks that were closed for the current a given month
Content tasks closed by Juniper will appear under “Net Driven Content”
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Step 1:
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Determine SEO Content Workflow with Fellow Writers
Every month, content tasks will generate for clients in the Net Driven Content Queue. The number of content tasks per client varies depending on which SEO Package the client has and if they purchased add-ons.
Before working, you must claim an SEO Content Task.
Visit the Open SEO Package Tasks Report in Salesforce.
Navigate to the Net Driven Content Queue
Click the Fulfillment Task Name (Content Piece 1, Content Piece 2, etc.) for a client
Claim the task(s)
It’s recommended that you claim all content tasks associated with a client if more than one exists.
You don’t need to work on the same clients every month, but feel free to claim clients who you are familiar with or who you would like to continue working on if they are available.Â
Step 2: Create Content
Before you can write, you need to know what you’re writing about. When tasks generate, they are automatically assigned to “Net Driven Content”.
Tasks that will go to Juniper must have “Net Driven Content” as the owner.
For this reason, it is recommended that the following be done:
One writer will perform the Bulk Generation Process for service catalog content and share the updated sheet with their fellow writers. The work can then be divided. As an example, the Content Team might decide to send the first 50 rows to Person A, the second 50 rows to Person B, and so on. Each writer should remove the rows they don’t need.
Everyone will work from the same MONTH SEO Content Tasks, Exc. Juniper report. Use the search function in Salesforce (NOT ctrl+F) to locate the clients that are yours when working.
After service catalog work is completed, use the remaining tasks in the MONTH SEO Content Tasks, Exc. Juniper to divide work among the Content Writers. Some of these items will go to Juniper and others will be created and updated by the Writers depending on the request.
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Sending Service Catalog Content to Juniper
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To find this information, follow these steps:
Click the Account Name (this is the client)Â
Navigate to the “Related List Quick Links” on the right-hand sideÂ
Click the “Show All” linkÂ
Click “Fulfillment Work Done (#)” Click
Check if a line item exists for a content piece*
If not, click the down arrow and select Edit for that month’s Page Optimization requestline item
Check if there are Internal Notes on what to write and follow those
If there are no notes, you can do one of the following:
Blog articleArticle
Custom Page
Catalog pagePage
Catalog Service pageRegional pagePage
Regional Page
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Sometimes, the SEO Specialist will create a line item for a future content task instead of using notes on the optimization task (ie: you will see “BMW Repair” listed as a planned “Custom Page”). In this instance, complete that request and edit that line item when your work is complete. |
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Step 3: Log Work Completed
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Fulfillment Work Done
The SEO Content Task itself
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We log information in Fulfillment Work Done |
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because this is where |
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a client’s monthly report data pulls from |
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This also makes it easy to see what was done at a glance |
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, all in one place. |
Log Work Completed in Fulfillment Work Done
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Click the Account Name (this is the client)Â
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Navigate to the “Related List Quick Links” on the right-hand sideÂ
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Click the “Show All” linkÂ
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Click “Fulfillment Work Done (#)”Â
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Select “New”Â
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Go to “Fulfillment Work Done” for a client
The line item should already exist for at least one content piece
Note that “Page Optimization” tasks are SHARED between Content and SEO
If the SEO work is already complete or not needed for the line item
Update the Internal Notes to say “Content Complete”
Move the page URL from the “Destination URL” field to the “Content Link” field
Mark the status as closed
If SEO work is needed but isn’t complete
Update the Internal Notes to say “Content Complete”
Do not move the link or change the status
To add a new Line Item for a second or third piece of content, select “New”
Fill in the following fields like so:
Status: CompleteÂ
Date: Select either the 2nd or 3rd of the month, regardless of the actual date (only three items can show on a monthly report and SEO Specialists will always use the 1st of the month for their task. The 2nd and 3rd are typically reserved for Content Writers). *
Content Type: Choose Blog, Custom Page, or Page Optimization (Catalog/Service updates)
Content Focus: Note the keyword/phrase
For Catalog/Service page updates, include “Page Content” after the keyword/phrase
Content Link: Include the full link to the page/article
Click Save
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*Only three items can show on a monthly report, and SEO Specialists will always use the 1st of the month for their optimization task. The 2nd and 3rd are typically reserved for Content Writers. If there are more than three items in a month, you can use 4th, 5th, etc. but keep in mind that these will not show on the monthly report |
Log Work by Closing the SEO Content Task
Click into the SEO Content Task (Content Piece 1, Content Piece 2, etc.)
Click “Close” (up near the very top, next to Edit)
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