This guide covers the process of filling out the Dealer Info template. Created by Madison Garner March 2024.
The Step-by-Step Process
Open the Dealer’s Ongoing Fulfillment Chatter. This is where you’ll be adding the new dealer info.
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Account → Ongoing Fulfillment → Active SEO Package → Chatter |
Determine which old template is currently on the OF Chatter, which will affect which process you use.
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The Trello Template | The Intake Call Template |
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Example - Template  Image Modified |
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photo to be added
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*This should hopefully not be the standard case for the audit. Most should be the Trello template. But including this since after the audit and moving forward, the Dealer Info template will be pulling from the client’s Intake Call form. |
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Copy the Dealer Info Template. Paste it into the Ongoing Fulfillment Chatter as a POST, not as a comment.
Fill Out the Dealer Template according to the process for Using the New Client Template or according to the process for Using the Old Trello Client Template.
Delete the old OF Chatter Dealer Info post that used a different template.
Update the dealer’s checkbox in the Content Update Spreadsheet
(Remove after the audit process is done since this resource will then be used just for newly signed clients)
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About |
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Name | Located: Question 1 of Intake | Expand |
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| This is the exact spelling from the client regarding how they want their dealership name written. |
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Physical Location(s) | Located: Dealer’s Account |
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, Address Information, Physical Address section. | Expand |
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| This is where the dealer is physically located. Be sure to write out the city and state. This allows writers to Copy-Paste, rather than deal with decoding state abbreviations (which are harder to remember than you might think). |
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Target Location - Primary | Located: Question 7 of Intake | Expand |
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| This is the most important target location for the dealer. It’s also the location that should be used when making Title Tags. Be sure to write out the city and state. It may or may not be the same as the dealer’s physical location. |
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Target Location - Secondary | Located: Question 7 of Intake | Expand |
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| Additional target location(s) to include in content. Be sure to write out the city and state. |
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Template Section | What It Is |
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Website Link | Located: Top of the Account Page | Expand |
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| This is the homepage for the dealer. |
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Content Folder Link | Located: CONTENT: DEALER SPIKE |
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| Located: Further Instructions For Those Outside Content Team |
| Open the Google Drive Folder CONTENT: DEALER SPIKE Pick the Corresponding Letter Folder that matches the first letter of the dealer. For example: Dealers B for the dealer Bob Hewes Boats If there is not a dealer folder made yet, create one. The format should be “Dealer Name as it appears in Salesforce (State abbreviation of the dealer’s brick and mortar location). For example: Bob Hewes Boats (FL).
Find the dealer’s folder (scroll down or CTL + F) Right click the folder name, then hover over “share”, then select copy link. Hyperlink the “Content Folder Link” with the link you just copied.
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| This is the Google Drive folder where the dealer’s content is housed. |
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Fulfillment Work Done Link | Located: Dealer Account, then click Fulfillment Work Done | Expand |
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| This is the place where Content Writers will go to find the given Work Done task to paste their completed Google Doc Link. |
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Template Section | What It Is |
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Products | Located: Questions 5, 9, 11a iii, and 12 of Intake | Expand |
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| This information relates to the products a dealer sells, which the content team can use to deliver better content and better calls-to-action. |
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Seasonality | Located: Question 6 of Intake | Expand |
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| This information relates to how a dealer’s demand for products and services may change throughout the year. |
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About Us Page | Located: Question 11a and 12 of Intake | Expand |
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| This information allows Content to create personalized About Us pages. It’s optional information to include in articles and pagefooters. |
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Parts Page | Located: Question 11b | Expand |
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| This information allows Content to create personalized About Us pages. It’s optional information to include in articles and pagefooters. |
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Service Department Page | Located: Question 11c | Expand |
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| This information allows Content to create personalized About Us pages. It’s optional information to include in articles and pagefooters. |
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Before
Image AddedAfter
Image Added...
A few key things
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If dealer has not filled out the new intake form yet, and the relevant information isn’t already in the Chatter using the old dealer info template, put “TBA” (to be announced). This lets us know that the section could be filled out down the road should the dealer fill out the new intake form, rather than the dealer just not having those offerings.
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Put information in the Any Need To Know Information About Dealership In General (OK If Blank):
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Additional Services or Departments: What sets them apart from other dealers (if anything)? Ex: slogans, perks, specialties: General Notes:
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Section | About |
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Name | Located: Dealership Information Section | Expand |
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| This is the exact spelling from the client regarding how they want their dealership name written. |
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Physical Location(s) | Located: Brick & Mortar Dealer Location(s) | Expand |
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| This is where the dealer is physically located. Be sure to write out the city and state. This allows writers to Copy-Paste, rather than deal with decoding state abbreviations (which are harder to remember than you might think). |
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Target Location - Primary | Located: Additional target locations, Primary | Expand |
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| This is the most important target location for the dealer. It’s also the location that should be used when making Title Tags. Be sure to write out the city and state. It may or may not be the same as the dealer’s physical location. |
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Target Location - Secondary | Located: Additional target locations, Secondary | Expand |
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| Additional target location(s) to include in content. Be sure to write out the city and state. |
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Template Section | What It Is |
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Website Link | Located: URL | Expand |
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| This is the homepage for the dealer. |
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Content Folder Link | Located: CONTENT: DEALER SPIKE | Expand |
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| title | Located: Further Instructions For Those Outside Content Team |
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| Open the Google Drive Folder CONTENT: DEALER SPIKE Pick the Corresponding Letter Folder that matches the first letter of the dealer. For example: Dealers B for the dealer Bob Hewes Boats If there is not a dealer folder made yet, create one. The format should be “Dealer Name as it appears in Salesforce (State abbreviation of the dealer’s brick and mortar location). For example: Bob Hewes Boats (FL).
Find the dealer’s folder (scroll down or CTL + F) Right click the folder name, then hover over “share”, then select copy link. Hyperlink the “Content Folder Link” with the link you just copied.
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| This is the Google Drive folder where the dealer’s content is housed. |
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Fulfillment Work Done Link | Located: Dealer Account, then click Fulfillment Work Done | Expand |
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| This is the place where Content Writers will go to find the given Work Done task to paste their completed Google Doc Link. |
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Template Section | What It Is |
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Products | Simply put “TBA”. If the dealer retroactively fills out the new intake form, we can update this section accordingly. |
Seasonality | Simply put “TBA”. If the dealer retroactively fills out the new intake form, we can update this section accordingly. |
About Us Page | Located: “Any need to know information about dealership in general”, “additional services or departments”, “what sets them apart from other dealers” and “general notes” sections |
Parts Page | Simply put “TBA”. If the dealer retroactively fills out the new intake form, we can update this section accordingly. |
Service Department Page | Simply put “TBA”. If the dealer retroactively fills out the new intake form, we can update this section accordingly. |