Targeted Digital Advertising Trello

Owned by Former user (Deleted)
Jan 28, 2019
1 min read

The Targeted Digital Advertising Trello board is used for the setup process for a new TDA client. The Account Managers will move the cards throughout each column while checking off the relative tasks on each checklist. This process ensures that the initial setup for a new client gets done correctly. The process is outlined as the following: 


Intake

  1. Intake scheduled.
  2. Send dealer a pre-intake prep email.
  3. Intake completed.
  4. Simpli.fi order form submitted.


Design

  1. Card submitted on graphic design Trello board.
  2. Sent dealer completed ads for approval.
  3. Ads approved.
  4. Moved card on graphic design board to "Completed" column.
  5. Located completed display ads in the Shared Drive.


Supplemental Attachments

  1. Requested keyword list from SEM and/or SEO rep(s).
  2. Make a copy of the TDA Template document.
  3. Filled out "Target Zone" tab with list of target zones (provided by dealer).
  4. Keywords from rep added to "Keywords" tab.


Final Submission

  1. Forward original order confirmation to west@simpli.fi with supplement attachments and approved display ads.
  2. Email accounting letting them know that the account has been set live. Please include the budget and cc Sarah on the email.


Conversion Setup (Chris Smith)

  1. Set up conversions in Simplifi.
  2. Make sure that the pixel has been added to the GTM account/site.

Trello Board: https://trello.com/b/8JVOrW6T/targeted-digital-advertising