Net Driven SEO Content Process (WIP)

Getting Started

Work is assigned and completed in Salesforce, so it’s important to set up quick links.

• Open SEO Package Tasks - Shows all SEO Rep Tasks and SEO Content Writer Tasks

• MONTH SEO Content Tasks, Exc. Juniper - Shows SEO Content Tasks for a given month that are open and haven’t been sent to Juniper. You must adjust the filter to the month you wish to focus on.

  • Fulfillment Task: Created Date should be the first of the month to the end of the month

  • After adjusting the filter, use “save as” to save the report, and rename it with the month

  • Remember to star/favorite the newly filtered report

• SEO Content Tasks Closed - Shows all SEO Content Tasks that were closed for a given month

  • Content tasks closed by Juniper will appear under “Net Driven Content”

Step 1: Determine SEO Content Workflow with Fellow Writers

Every month, content tasks will generate for clients. The number of content tasks per client varies depending on which SEO Package the client has and if they purchased add-ons.

When tasks generate, they are automatically assigned to “Net Driven Content”.

Tasks that will go to Juniper must have “Net Driven Content” as the owner.

For this reason, it is recommended that the following be done:

1. One writer will perform the Bulk Generation Process for service catalog content and share the updated sheet with their fellow writers. The work can then be divided. As an example, the Content Team might decide to send the first 50 rows to Person A, the second 50 rows to Person B, and so on. Each writer should remove the rows they don’t need.

2. Everyone will work from the same MONTH SEO Content Tasks, Exc. Juniper report. Use the search function in Salesforce (NOT ctrl+F) to locate the clients that are yours when working.

3. After service catalog work is completed, use the remaining tasks in the MONTH SEO Content Tasks, Exc. Juniper to divide work among the Content Writers. Some of these items will go to Juniper and others will be created and updated by the Writers depending on the request.

Sending Service Catalog Content to Juniper

To find this information, follow these steps:

1. Click the Account Name (this is the client) 

2. Navigate to the “Related List Quick Links” on the right-hand side 

3. Click the “Show All” link 

4. Click “Fulfillment Work Done (#)” 

5. Check if a line item exists for a content piece*

6. If not, click the down arrow and select Edit for that month’s Page Optimization line item

7. Check if there are Internal Notes on what to write and follow those

If there are no notes, you can do one of the following:

• Blog Article

• Custom Page

• Catalog Page

• Catalog Service Page

• Regional Page

Step 3: Log Work Completed

After completing a content piece, you need to log the work you did in Salesforce.

This is done in two places:

• Fulfillment Work Done

• The SEO Content Task itself

Log Work Completed in Fulfillment Work Done

Open

1. Go to “Fulfillment Work Done” for a client

2. The line item should already exist for at least one content piece

   1. Note that “Page Optimization” tasks are SHARED between Content and SEO

      1. If the SEO work is already complete or not needed for the line item

         1. Update the Internal Notes to say “Content Complete”

         2. Move the page URL from the “Destination URL” field to the “Content Link” field

         3. Mark the status as closed

      2. If SEO work is needed but isn’t complete

         1. Update the Internal Notes to say “Content Complete”

         2. Do not move the link or change the status

3. To add a new Line Item for a second or third piece of content, select “New”

4. Fill in the following fields like so:

   1. Status: Complete 

   2. Date: Select either the 2^nd or 3^rd of the month, regardless of the actual date*

   3. Content Type: Choose Blog, Custom Page, or Page Optimization (Catalog/Service updates)

   4. Content Focus: Note the keyword/phrase

   5. Content Link: Include the full link to the page/article

5. Click Save

Log Work by Closing the SEO Content Task

1. Click into the SEO Content Task (Content Piece 1, Content Piece 2, etc.)

2. Click “Close” (up near the very top, next to Edit)