Net Driven SEO Content Process (WIP)
Getting Started
Work is assigned and completed in Salesforce, so it’s important to set up quick links.
In Salesforce, add the following reports to your Favorites (click the Star)
Open SEO Package Tasks - Shows all SEO Tasks and SEO Content Tasks
SEO Content Tasks Closed - Shows all SEO Content Tasks that were closed for the current month
Step 1: Claim SEO Content Tasks
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.
Before working, you must claim an SEO Content Task.
Visit the Open SEO Package Tasks Report in Salesforce.
Navigate to the Net Driven Content Queue
Click the Fulfillment Task Name (Content Piece 1, Content Piece 2, etc.) for a client
Claim the task(s)
It’s recommended that you claim all content tasks associated with a client if more than one exists.
You don’t need to work on the same clients every month, but feel free to claim clients who you are familiar with or who you would like to continue working on if they are available.
Step 2: Create Content
Before you can write, you need to know what you’re writing about
To find this information, follow these steps:
Click the Account Name (this is the client)
Navigate to the “Related List Quick Links” on the right-hand side
Click the “Show All” link
Click “Fulfillment Work Done (#)”
Check if a line item exists for a content piece*
If not, click the down arrow and select Edit for that month’s Page Optimization line item
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
Sometimes, the SEO Specialist will create a line item for a future content task instead of using notes on the optimization task (ie: you will see “BMW Repair” listed as a planned “Custom Page”). In this instance, complete that request and edit that line item when your work is complete.
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
We log information in Fulfillment Work Done because this is where a client’s monthly report data pulls from. This also makes it easy to see what was done at a glance, all in one place.
Log Work Completed in Fulfillment Work Done
Go to “Fulfillment Work Done” for a client
The line item should already exist for at least one content piece
Note that “Page Optimization” tasks are SHARED between Content and SEO
If the SEO work is already complete or not needed for the line item
Update the Internal Notes to say “Content Complete”
Move the page URL from the “Destination URL” field to the “Content Link” field
Mark the status as closed
If SEO work is needed but isn’t complete
Update the Internal Notes to say “Content Complete”
Do not move the link or change the status
To add a new Line Item for a second or third piece of content, select “New”
Fill in the following fields like so:
Status: Complete
Date: Select either the 2nd or 3rd of the month, regardless of the actual date*
Content Type: Choose Blog, Custom Page, or Page Optimization (Catalog/Service updates)
Content Focus: Note the keyword/phrase
Content Link: Include the full link to the page/article
Click Save
Log Work by Closing the SEO Content Task
Click into the SEO Content Task (Content Piece 1, Content Piece 2, etc.)
Click “Close” (up near the very top, next to Edit)