Fulfillment Checklist

Effective April 1, 2024

Presiding Rules

“If all goes well,” 7 pieces per day.

Send to the DS/ARI SEO Team PF queue.
Tag the rep, Alexis Campbell, and Ned Faulhaber.

The Due Date field of the task will now be used as the submission date.

Create the Piece
100% skills. 0% Salesforce. Google Docs. Put it in the client’s folder.

Meta data
Instructions: You will now place meta data at the top of the Google Doc for the content types listed below. If the content type is not listed, it does not require meta data.

*Please note that the image link is inserted in the Fulfillment Work Done object. It is only noted here for reference.

Content Type	Categories	H1	Meta Desc.	Tags	Title Tag

Content Type	Categories	H1	Meta Desc.	Tags	Title Tag
Article
Article
ESS Custom Pages (Content 1/4)
ESS Intro (Content 1 or 2)
& Local Page

There are two ways to get to the Fulfillment Work Done. Writers can choose either way, but must learn both ways in case something happens to the list.

Completed Piece URL

Step 1: Locate the field by following instructions below and clicking the pencil icon to edit the field.

Step 2: Click the Share button in Google Docs to retrieve the URL.

Step 3: Click the Copy Link button to copy the share link.

Step 4: Paste the link on the Complete Piece URL field.

Step 5: Click the blue Save button at the bottom.

Image link

Step 1: Locate the Image Link field and click any pencil icon to edit the field.

Step 2: Copy and paste your image URL into the Image Link field and click the blue Save button at the bottom.

Content Focus / Content Notes

When you need to specify the topic for articles (blog posts), you may edit the Content Focus by clicking the pencil icon to the right of the field and adding the topic after a dash “-”. Don’t forget to click Save at the bottom after you’re done editing!

Please remember to keep this field brief. Other comments about the piece itself can go in the Content Notes box in the Internal Info section.

Change the Queue

Now that you’re done filling out all of the necessary areas of Salesforce, you can pass your task along to the QA team’s queue. To do this, go back to your original Fulfillment Task and edit the Queue to the DS/ARI QA Team. Don’t know how to do this? Please refer to Task Statuses | Editing a Status or Queue

Use the Due Date field to enter your submission date. Click the pencil icon to edit this field, select the date, then click Save.