Website Not Live

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 our DS/ARI New Sales Net New Report, we want to make sure that team members only receive tasks for clients with websites that are live on our platform.

You will check each new sale 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.

Scenario 1 - Website is live

In this example, we’ll explore what it looks like when a website is live.

1. 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.

2. Click the Account Name to view the client’s account information page.

3. At the top of the Account page, you should see the client’s website URL. Click on it.

   

4. 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.

5. 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.

1. Take note of the product name for this client. They purchased a Digital Sales Package from ARI. You’ll be looking to see if their ARI website is live. However, since ARI has integrated with Dealer Spike, you should be looking at less and less ARI sales moving forward.

2. Click the Account Name to view the client’s account information page.

3. At the top of the Account page, you should see the client’s website URL. Click on it.

   

4. 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.

5. 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.

6. Click View All beneath the Fulfillment Requests box. This brings you to the entire list of requests for this client!

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.

1. Locate the Website Fulfillment Request.

   

2. 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.

3. Now click into each Digital Marketing Fulfillment Request (Reina will generate 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)

   

4. 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.

Now we’ll put Fulfillment Requests on hold!

1. Once inside the digital marketing Fulfillment Request, set the status to On-Hold by clicking the pencil to the right of the Status field. All fields will become editable.

   

2. Now set the product. on the left side. Need a hint? The product will be the same as the queue it’s in.

   

3. Scroll all the way down to the Customer Details section and find the Parent Request field.

4. Remember your website Fulfillment Request name from earlier? Paste it into the field!

5. Click Save, which stands for “My job is to save the world from requests that are not ready to be worked on.”

   

You may move on to the next order.