SEO Salesforce Process Outline
Table of Contents
Ongoing Fulfillment
Content Creation
Content Request
No longer a step in the Content process. Relies upon the content rep maintaining Campaign plan.
Task Creation Content Team
Automated: Task created and assigned to the content writing Queue.
Task Assignment Content Team
Content team to select content pieces from shared queue(tasks are not per-assigned).
Review the Campaign Plan Content Team
Change status to “In Progress”
Open customer Account.
Go to Quicklinks
Click Work Done to view the new version of the Campaign plan in Salesforce.
Review the content pieces to be written for the month in the campaign plan.
If campaign plan items do not require a kickback, then…
Select one of the Campaign Plan pieces for the Month to write for the Content Writing Task you are working on.
TBD Link to the Task you are working on from the Campaign Plan item/row.
On the Fulfillment Task open Chatter. Record chatter using this template and including all information:
If the task required a kickback then…
Optional: Kickback Campaign Plan Content Team
Add kickback notes to the Chatter in the format of:
Campaign Plan Kickback Notes:Assign the Task to the “SEO Queue”.
Optional: Campaign Plan Revisions SEO Team
Review Chatter Notes for Campaign Plan Kickback.
Make revisions to Campaign Plan if needed.
On the Task add note in Chatter confirming the change was made or not and why.
Reassign task to the Content Writing Queue.
Writing content piece Content Team
Include meta data (on the doc with the piece, or in a note somewhere - chatter?)
Link the finished doc somewhere - chatter?
Assign Task to QA Queue Content Team
Content writer reassigns task to QA Queue.
QA Content Piece QA Team
Any member of the QA Team grabs the Task and marks it In Progress
Can the QA member, once they take the Task and begin, assign the Task to themselves?
Check chatter for doc link? (and meta data?)
QA meta data
QA piece
Leave comments (chatter?)
For specific comments, writers need to acknowledge. Currently on a Google sheet. Perhaps this situation will now be a kickback?
Mark task as either Complete? (or On Hold - kickback?)
If no kickback, assign to Juniper Queue
Kickback Content Piece QA Team
Add kickback notes to chatter? This would be any of the following:
Meta Data Corrections
Corrections on the piece
Specific feedback for the rep to acknowledge?
Reassign the Task to the Content Queue
Content Revisions Content Team
Review chatter notes
Make revisions (if necessary)
On the Task add note in Chatter confirming the change was made or not and why.
Reassign task to the QA Queue
QA Revised Content QA TEAM
Follow steps for QA Content Piece (above)
Assign To Juniper SEO Queue Juniper SEO Team
QA rep reassigns individual task to Juniper SEO Queue.
Optional: Client Content Approval Requests Juniper SEO Team
Juniper rep sends to the AM to send to the client
Get feedback from the client
Assign back to the writer
Complete client feedback revisions
Content writer sends task back to Juniper SEO Queue.
Assign to Juniper SEO Ops Rep
Post Content Juniper SEO Team
Where do you find the content to post? - Attached to the Task Order.
Where do you record the content you have posted url? - Quick Link-DigMS Profile.
Content Posted
Internal QA Review - Create a new Case or just forward.
Record WD URL Juniper SEO Team
record it where? on account level? wherever the campaign plan exists.
Onsite Optimization
The task is created at the start of the month and is filtered to an SEO rep’s dashboard
The task is worked on by the SEO rep according to the campaign plan.
WD URL is recorded in the campaign plan by SEO rep. record in chatter instead?
Task is assigned to QA’s Queue
QA Site Work QA TEAM
Any member of the QA Team grabs the Task and marks it In Progress
Can the QA member, once they take the Task and begin, assign the Task to themselves?
Check chatter for WD Import link?
QA WD Import, Keyword Tracking, & Site Work
Leave comments (chatter?)
Mark Task as Complete if all good, and assign somewhere (where?)
If corrections are needed, add a Due Date (how?) and mark as On Hold?
For one-time corrections, kickback by reassigning to SEO Queue (SEO rep makes changes and assign…somewhere)
If resubmission is needed, kickback by reassigning to SEO Queue (SEO rep will make changes and reassign to QA Queue)
QA revised work, following the above directions
Youtube Posting Juniper SEO Team
YouTube Posting Assignation
Juniper SEO rep creates a YouTube assignment according to the campaign plan.
YouTube video creation and upload
Juniper SO Ops rep creates an Animoto video or downloads an existing video and uploads it to the client’s YouTube channel.
YouTube video QA & publishing
Juniper SEO Ops QA to check the video and publish it if there are no mistakes
YouTube video corrections
Juniper SEO Ops rep to re
SEO Monthly Reporting
QA Work Done Import QA TEAM
Go to a list of all active SEO accounts getting reports
Open up an account?
Go to Quicklinks?
Select Work Done?
QA WDI
Leave Comments (chatter?)
Mark Task as Complete if all is good
For one-time corrections, kickback by assigning to SEO Queue (SEO rep makes changes and assigns…to Juniper Queue?)
If WDI is in need of major revision and a resubmission is needed, kickback by assigning to SEO Queue (SEO rep will make changes and reassign to QA Queue)
Follow above protocol
Auto SEO Keyword Import Tool?? (to be replaced by the data lake)
Report Running??(set reports to autorun)Juniper SEO Team
Go into the client’s Ninjacat account and run the report
Or set the auto run option before the reporting period
Report QAJuniper SEO Team
Report SendJuniper SEO Team
STOP HERE
Setup Fulfillment
Takedown Fulfillment
Reference
SEO Fulfillment Queues
SEO Team = DS ARI SEO Team
QA Team = DS ARI QA????
Juniper SEO Team =
Future Modifications Needing More Information:
Can we have a field on the work done records to post the associated task ID
What are all the fields on the work done records - Do we have all the fields needed for the content requests?