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.

Where to Find

I (Madison) do this by opening the content request in the QA or Writer Queue, then opening up the Ongoing Fulfillment and the Account name. Let me know if there is an easier way to do this!

Determine which old template is currently on the OF Chatter, which will affect which process you use.

The Two Templates

The Trello Template

The Intake Call Template

Example - Template

photo to be added

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
1. (Remove after the audit process is done since this resource will then be used just for newly signed clients)

Dealer Information - Using the New Client Template

Template Section	About
Name	Located: Question 1 of Intake What This Is This is the exact spelling from the client regarding how they want their dealership name written.
Physical Location(s)	Located: Dealer’s Account, Address Information, Physical Address section. What This Is 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).
Target Location - Primary	Located: Question 7 of Intake What This Is 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.
Target Location - Secondary	Located: Question 7 of Intake What This Is Additional target location(s) to include in content. Be sure to write out the city and state.

Template Section	What It Is
Website Link	Located: Top of the Account Page What This Is This is the homepage for the dealer.
Content Folder Link	Located: CONTENT: DEALER SPIKE 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. What This Is This is the Google Drive folder where the dealer’s content is housed.
Fulfillment Work Done Link	Located: Dealer Account, then click Fulfillment Work Done What This Is This is the place where Content Writers will go to find the given Work Done task to paste their completed Google Doc Link.

Template Section	What It Is
Products	Located: Questions 5, 9, 11a iii, and 12 of Intake What This Is This information relates to the products a dealer sells, which the content team can use to deliver better content and better calls-to-action.
Seasonality	Located: Question 6 of Intake What This Is This information relates to how a dealer’s demand for products and services may change throughout the year.
About Us Page	Located: Question 11a and 12 of Intake What This Is This information allows Content to create personalized About Us pages. It’s optional information to include in articles and pagefooters.
Parts Page	Located: Question 11b What This Is This information allows Content to create personalized About Us pages. It’s optional information to include in articles and pagefooters.
Service Department Page	Located: Question 11c What This Is This information allows Content to create personalized About Us pages. It’s optional information to include in articles and pagefooters.

Dealer Information - Using the Old Trello Client Template

Before

After

Template Section	About
Name	Located: Dealership Information Section What This Is This is the exact spelling from the client regarding how they want their dealership name written.
Physical Location(s)	Located: Brick & Mortar Dealer Location(s) What This Is 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).
Target Location - Primary	Located: Additional target locations, Primary What This Is 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.
Target Location - Secondary	Located: Additional target locations, Secondary What This Is Additional target location(s) to include in content. Be sure to write out the city and state.

Template Section	What It Is
Website Link	Located: URL What This Is This is the homepage for the dealer.
Content Folder Link	Located: CONTENT: DEALER SPIKE 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. What This Is This is the Google Drive folder where the dealer’s content is housed.
Fulfillment Work Done Link	Located: Dealer Account, then click Fulfillment Work Done What This Is This is the place where Content Writers will go to find the given Work Done task to paste their completed Google Doc Link.

Template Section	What It Is
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.

(WIP) Adding Dealer Info to Ongoing Fulfillment Chatter

The Step-by-Step Process

Dealer Information - Using the New Client Template

Dealer Information - Using the Old Trello Client Template

0 Comments