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Getting Started

Work is assigned and completed in Salesforce, so it’s important to set up quick links.

In Salesforce, add the following reports to your Favorites (click the Star)

Step 1: Claim Content Tasks

Every month, content tasks will generate for clients. 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.

  1. Visit the Open SEO Package Tasks Report in Salesforce.

  2. Navigate to the Net Driven Content Queue

  3. Click the Fulfillment Task Name (Content Piece 1, Content Piece 2, etc.) for a client

  4. 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. 

Step 2: Create Content

Before you can write, you need to know what you’re writing about.

To find this information, follow these steps:

  1. Click the Account Name (this is the client) 

  2. Navigate to the “Related List Quick Links” on the right-hand side 

  3. Click the “Show All” link 

  4. Click “Fulfillment Work Done (#)” 

  5. Click the down arrow and select Edit for that month’s Page Optimization request

  6. 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 article

  • Catalog page

  • Catalog Service page

  • Regional page

Step 3: Log Work Completed

After completing a content piece, you need to log the work you did in Salesforce.

This is done in two places:

  • Fulfillment Work Done

  • The SEO Content Task itself

The reason we log information in Fulfillment Work Done in addition to closing our task is because this is where the monthly report data pulls from for clients. It also makes it easy to see what was done at a glance for a client all in one place.

Log Work Completed in Fulfillment Work Done

  1. Click the Account Name (this is the client) 

  2. Navigate to the “Related List Quick Links” on the right-hand side 

  3. Click the “Show All” link 

  4. Click “Fulfillment Work Done (#)” 

  5. Select “New” 

  6. Fill in the fields as follows:

    1. Status: Complete 

    2. 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). 

    3. Content Type: Choose Blog, Custom Page, or Page Optimization (Catalog/Service updates)

    4. Content Focus: Note the keyword/phrase

      1. For Catalog/Service page updates, include “Page Content” after the keyword/phrase

    5. Content Link: Include the full link to the page/article

  7. Click Save

Close the SEO Content Task

  1. Click into the SEO Content Task (Content Piece 1, Content Piece 2, etc.)

  2. Click “Close” (up near the very top, next to Edit)

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