Purpose of this SQ How To: This how-to guide is in place to aid the creation of campaign documents using the SQ Digital App. This will pull all information from Teamwork and can be used for 1, 3 or 6-month plans. |
Owner: Nathalie Hill (Lead Digital Marketing Executive)
Applicable to: Sales, Project Management, Account Management, Digital Marketing Team
Of interest to Sales, Project Management, Account Management, Digital Marketing Team
Customers: All customers that receive a customer-facing plan.
Timescales: Monthly (or every 3/6 months)
Introduction |
Using the updated SQ Digital App will provide a facility to bring task information out of Teamwork and into a customer-facing PDF document. This can be sent when planning monthly for sign off by the Account Manager or used by the Strategist to create 3 or 6 month plans for Gold customers (Please see separate how-to guide for the 3/6 month process).
|
Inputting Tasks Into Teamwork |
During monthly review meetings, if customers require a plan or SEO/PPC update, this can be created. All pre-approved tasks from a plan/strategy will already be in Teamwork.
During the meeting, all involved Digital Marketing Executives should add their agreed tasks. If this is not possible, a time of deadline will be agreed.
To add tasks in TW, the executive will go the appropriate project and add new task, following appropriate templates or filling in the details of this task. This will need to include:
The paid media team will need to add general descriptions, each as subtasks under the main PPC task, ensuring the dates match the interval that is being planned for.
When creating a 3/6 Month plan, this process would be followed for each month of the plan and the DM team working on this can add the tasks directly into TW.
|
Transferring Tasks Into The App |
Once all tasks have been inputted into TW, the AM opens the app https://app.sqdigital.co.uk/ , selects campaign plans, and then clicks campaign docs in the right-hand corner to create the plan. The AM then selects the client ad adds the interval dates. This will pull through all tasks for those dates, and any not required can be deleted.
There will be tick boxes here that can be used to bulk-delete any tasks that you don’t require in your plan (e.g additional social or Google My Business tasks). If any additional information needs adding, this can only be done when the campaign plan has been created. A new section can be added and named accordingly, and there will be space here to free-type anything that doesn’t need to go into TW.
The Account Manager is responsible for checking all tasks that are expected to be there.
This process is the same for a 3/6 month document. However, task titles will need to be slightly tweaked for blogs, adding ‘Month 1’ for example, to show the client when this is taking place. Additional tasks such as technical fixes which appear each month can also be deleted bar one, to show an SEO overview for the client, again highlighting months with specific tasks.
|
Downloading and Sending the Document |
To check the PDF, use the ‘View PDF’ button. Once approved using the download PDF button, download the document and attach this to an email to the customer.
|
After Sign Off |
After signing off, the Account Manager can approve the plan in the app (if required), using the green ”Approve’ button at the top, and upload it to the customer’s folder.
All 3/6 month plans should also be added to the customer’s folder in onedrive. |