Page Comparison

• Find the page “SEO SOP Template“ in the left-hand Confluence sidebar.

• Click the 3 dot button.

• Click “Copy”.

• After you click “Copy“ you will see a popup.

• Under the section “Select space“ make sure that “DigMS - Digital Marketing Services“ is selected.

• Under “Parent page“, select the Workflow page that corresponds to the Workflow sections in the SEO SOP Index where this SOP is listed.

Image Added

• Click “Copy“.

• Retitle the “Copy of SEO SOP Template“ to the same text that is listed in the Workflows & SOP column that you were assigned to write on the SEO SOPsSOP Index page.

Now we want to link up your fresh new SOP in the SEO SOPsSOP Index table.

• Click “Publish” in the upper right of the page.

• Copy the URL from the address bar of your published page.

• Go to SEO SOPsSOP Index.

• Click the pencil at the top of the page to edit SEO SOP Index.

• Look for the row for the SOP that you are writing in the “Workflows & SOPs” “SOP” column.

• Highlight the text for the title of your SOP.

• Click the link icon 🔗 in the menu bar.

• Paste the link.

• Type “ctrl + enter”.

• Click “Publish“ in the upper right of the page to save the “SEO SOPs“ “SEO SOP Index“ page.

• Now click through to your SOP.

• Click the edit pencil ✏ at the top of the screen to keep editing your SOP.

• Next, write out the purpose of this process. Why are we doing these tasks and how does it play into the bigger picture business goals or customer product experience.

• Bullet list the thing(s) that trigger this process to kick-off, see an example.

Now, we will write the heading for our first step in the SOP.

• In the header row of the step replace the “#” symbol with the number “1“.

• Then, after the colon “:“ Write a short heading for this step.

  • The heading should clearly describe the action taken in this step.

• Write a short introductory description of this task just like the paragraph. This is not always needed but is useful to summarize a step when it consists of several bullets.

  • If this isn’t needed you can skip it.

• Bullet list out the full process for this individual step.

  • You can also use sub-bullets to break down a process further as needed.

• Add as many steps as needed to document the complete process.

  • With as many bullets as needed to document each step fully.

• Add a brand section to a step to describe brand-specific actions for that step.

🅰 ARI

• Details on how to accomplish all or a portion of this step specific to this brand.

🇩 Dealer Spike

• Details on how to accomplish all or a portion of this step specific to this brand.

• After you have added brand-specific sections, you can add additional details to the step that pertain to any brand.

• Add images or videos to bullets if needed to provide additional clarity. In general, we want to have our documentation be text-based and only use images to supplement written content. This ensures that documentation is easy and fast to update as needed.

• Add links to your texts any time that you reference another webpage. Add links even if they feel redundant. This will ensure that anyone using the document will have the link handy right when they need it as they are reading your instructions.

• Add an Info Panel whenever you need one to grab attention and provide additional clarification.

• Do this by navigating to the plus symbol in the formatting bar and type “panel” You’ll be able to select which panel you want.

• Bold any text that you think will be important to stand out.

• Create a new expandable section for each step of the process.

  • Type “/expand” to add a new expandable section.

  • Repeat steps 6-13 as needed for each new step that you add.

• Bullet list the thing(s) that are the results of this process being completed, such as:

The FAQ is where we can put any additional information that might be relevant to this process.

• Add as many or as few FAQs as needed to support the document.

• Duplicate and add as many additional expand sections as needed by typing “/expand“ to add new sections.

Now that you’ve written up a complete SOP, give it a doublecheckdouble-check.

• Check to ensure that the document aligns with directions in this SOP, How to Write an SOP.

• Check for spelling mistakes.

• Check for grammatical mistakes.

• Make sure that each step is titled properly.

  • Each step should start with “Step #: “ with a space after the colon.

  • Steps should be numbered from “1” to as high as needed to complete the process.

Once you’re happy with your SOP, mark it for review.

• While in editing mode, click the three-dot menu in the upper right of the page.

• Click “Add labels”.

• Type in the text box “review-FIRST*NAME*OF*REVIEWER“

  • This is not your name

  • This is the name of the person in the column “Reviewer(s)” on the SEO SOPsSOP Index page.

• If the label already exists, select it from the suggestions that automatically populate.

• If the label does not already exist, click “Create review-FIRST*NAME*OF*REVIEWER“ instead.

• Click “Close“.

Now it’s time to publish your finished SOP.

• Click “Publish” in the upper right of the page.

• Scan over your finished SOP one last time to look for obvious mistakes or formatting issues.

  • Make any additional edits if needed.

• Close the browser tab.

• Celebrate! 🎉