Tag: accelo
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QC and Proofing
Purpose of this SQ How To: Provide a guide to proofreading and quality control. Owner: Project Manager Applicable to: Proofreader/Quality Control Customers: All Timescales: Within 24 hours of receiving a piece of content (unless otherwise specified) Introduction
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How To – Accelo HTML5 Banners
This guide will provide you with step by step instructions on the HTML5 Banner process in Accelo. The steps will be in the format of role/which department the step is for followed by the details. AM – Submits HTML5 ticket and completes initial information request DM PM – Review the requested HTML5 Banner ticket to check it has the required…
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How To – Request HTML5 Banners
When do we raise an HTML5 Banners Ticket? An account manager raises a HTML5 Banner ticket when they need a new or refresh of HTML5 banners for an active PPC campaign. The AM will either suggest this work themselves or be prompted from their project team to make the request. How do we raise an HTML5 Banners…
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How To – Accelo: DM Onboarding (WIP)
This guide will provide you with step by step instructions on the DM Onboarding in Accelo. The steps will be in the format of role/which department the step is for followed by the details. UNKNOWN – Create a new project with the following details. Project Name: DM Onboarding – COMPANY NAME Company: Search and…
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Reporting – How to – Reporting Write-ups
Reporting – How to – Reporting Write-ups Purpose of this How To Guide: Specifics and detail of logging reports write-ups in Accelo. Applicable to: All departments reporting on work. Customers: Any with Monthly Contracts Timescale: Completion of Tasks. Introduction When completing a task or writing an activity in Accelo that you intend for the customer to…
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Reporting – How to – New Reporting Mechanisms
Reporting – How to – New Reporting Mechanisms Purpose of this How To Guide: A guide to the mechanism for getting executive reporting write-ups into the client reports. Applicable to: Leads, Account Managers, SEO and Content Executives, Reporting staff Customers: All with Monthly Contracts Timescale: Of concern once the Interval has, or is about to,…
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SEO – How To – Write Onsite Content
SEO – How To – Write Onsite Content Purpose of this How To Guide: This guide aims to highlight how you go about writing relevant, unique onsite content that reinforces keywords, helps rankings, and creates clear signals for Google in terms of what the page is focusing on. Applicable to: Account Managers and Leads Customers:…
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SEO – How To – Trend Research
SEO – How To – Trend Research Purpose of this How To Guide: To show when and how to create slideshows for social media using Adobe Spark. Applicable to: SEO Executives Customers: All Timescale: 1 – 2 hrs, the more time we have the more terms we can research Introduction Trend Research helps to create…
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PPC – How To – Reporting – PPC Analysis
PPC – How To – Reporting – PPC Analysis Purpose of this How To Guide: Know the way we report work done and results achieved to customers. Applicable to: Social, Paid Media, Account Managers Customers: All Timescale: Same day as task in schedule Introduction As a Paid Media Executive, you are expected to provide written…
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SEO – How to – Conduct & Implement Keyword Research
SEO – How to – Conduct & Implement Keyword Research Purpose of this How To Guide: To successfully conduct keyword research for clients and incorporate it into a keyword plan which will then be implemented after approval. Applicable to: SEO Executive Customers: All Timescale: This should take approximately 5 hours to complete including implementation. Typically…
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SEO – How to – 301 Redirects
SEO – How to – 301 Redirects Purpose of this How To Guide: To implement 301 redirects in order to resolve any 404 errors. Applicable to: SEO Executives Customers: All Timescale: Dependant on amount of 404s and CMS Introduction When crawling a website, Google spiders must have a clear path to follow. So, if…
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SEO – How to – Conduct a Competitor Analysis
SEO – How to – Conduct a Competitor Analysis Purpose of this How To Guide: To successfully conduct a competitor analysis for our clients and incorporate the knowledge gained into our marketing strategy to help the client perform better than their competitors. Applicable to: SEO Executives Customers: All Timescale: 2+ hours for 5 competitors, the…
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PROJECT TEAM – How to – Schedule Planning Pods
PROJECT TEAM – How to – Schedule Planning Pods Purpose of this How To Guide: To clarify how Planning Pods are scheduled (in a time efficient manner). Applicable to: Project Managers Customers: Silver Customers Timescale: It takes around 20 minutes to schedule a complete Planning Pod (of around 4 individual Silver Customers) Introduction Silver…
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How To – Accelo: Silver Campaign Planning
This guide will provide you with step by step instructions on Silver Campaign Planning in Accelo. Please note that this Guide refers to 2 documents (Silver Campaign Planning Meeting Prep Form, and Silver Campaign Plan Form). Both are found with that individual Customer’s Digital Assets folder on OneDrive (in the Work Plans folder). The URL for…
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PROJECT TEAM – How to – Hold a SILVER Campaign Planning Meeting
PROJECT TEAM – How to – Hold a SILVER Campaign Planning Meeting Purpose of this How To Guide: To ensure all the colleagues know the purpose of the campaign planning meeting and what is expected of them prior, during and after the meeting. Applicable to: Lead Digital Marketing Executive Customers: Silver Customers Timescale: Silver Campaign planning…
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How To – Accelo: New Opportunity
This guide will provide you with step by step instructions on the New Opportunity process in Accelo. The steps will be in the format of role/which department the step is for followed by the details. SALES – Upon receiving a new opportunity gather all the client contact and company details SALES – Now create…
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How To – Accelo: Silver Proofing & Quality Control
This guide will provide you with step by step instructions on the Silver Proofing & Quality Control in Accelo. The steps will be in the format of role/which department the step is for followed by the details. PM – Assigns task to Primary Writer. Primary Writer – Reads task description & writes the article. Primary Writer – Proofs article & makes changes. Primary Writer…
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SQ How to: Proofread & Quality Control
Purpose of this SQ How To: Provide a guide to proofreading and quality control. Owner: Project Manager Applicable to: Proofreader/Quality Control Customers: All Timescales: Within 24 hours of receiving a piece of content (unless otherwise specified) Introduction All content should be sent through quality control before going to the customer or being uploaded. Content written by a “Secondary Writer” for Platinum customers will…
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How To – Accelo: Platinum Proofing & Quality Control
This guide will provide you with step by step instructions on the Platinum Proofing & Quality Control in Accelo. The steps will be in the format of role/which department the step is for followed by the details. PM – Assigns task to Primary Writer. Primary Writer – Reads task description, reviews their schedule and decides if they will write the task or their Secondary…
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GENERAL – How To – Accelo schedule management & timekeeping
Purpose of this SQ How To: Inform people of how to maintain their Accelo schedule & timekeeping daily, in line with SQ Digital best practices Applicable to: Digital Marketing Timescale: Performed daily Introduction As an Accelo user, you are expected to maintain your schedule, keep tasks up to date & log time. These practices help SQ Digital keep…
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PROJECT TEAM – How to – Platinum Accelo Entry
PROJECT TEAM – How to – Accelo Entry (Platinum) Purpose of this How To Guide: This How To Guide describes how to perform the Task called “Planning – Accelo Entry“. This is required for every Platinum Customer every Interval. Applicable to: PMs (Project Managers) Customers: Platinum (and at time of writing some higher Gold) Customers…
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SEO – How to – SEO Transfer
SEO – How to – SEO Transfer Purpose of this How To Guide: To provide a framework and checklist for SEO Transfers. Applicable to: SEO Executives Customers: All Timescale: Dependent on the size of the website Introduction An SEO transfer is required at the end of a website being re-developed, and prior to it…
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SEO – How to – SEO and Content Pool
SEO – How to – SEO and Content Pool Purpose of this How To Guide: To ensure all SEOs Executives know what the SEO / Content Pool is when planning for a new interval, and tips on how best to utilise the budget provided. Applicable to: SEO Executives Customers: Bronze, Silver, Gold Timescale: N/A Introduction…
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GENERAL – How to – Meeting Best Practice
GENERAL – How to – Meeting Best Practice Purpose of this How To Guide: A guide of SQ Digital best practices for holding a meeting. Applicable to: All Customers: All Timescale: Usually 15 minutes to 2 hours Introduction In this How To we run through some SQ Digital best practices for holding & attending meetings.…
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PROJECT TEAM – How To – Close an MC Interval
PROJECT TEAM – How To – Close an MC Interval Purpose of this How To Guide: To inform Project Managers and Leads how to check and close Intervals in Accelo. Applicable to: Project Managers, Leads and other MC Managers Customers: All with Monthly Contracts Timescale: Of concern once the Interval has, or is about to, expire.…
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PROJECT TEAM – How to – Check an Interval
PROJECT TEAM – How to – Check an Interval Purpose of this How To Guide: Following this guide will let anybody check intervals (IE perform Project Manager interval checks). Applicable to: All Customers: All Timescale: Check Every Interval roughly every 2 days Introduction Project Managers check intervals every day. Duncan checks with a systematic method that…
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PPC – How To – Facebook Paid Media Advertising
PPC – How To – Facebook Paid Media Advertising Purpose of this SQ How To: Know what action to take when you have a “Facebook Paid Advertising” task in your Accelo Schedule Applicable to: Social and Paid Customers: All who advertise on Facebook/Social Media Timescale: 1 or 2 hours Summary Sometimes you may have a…
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PPC – How to Contact A Customer
PPC – How to Contact A Customer Purpose of this SQ How To: Know the way we contact Social & Paid Media customers over different channels. Applicable to: Social and Paid Customers: All Timescale: No set timeframe, applicable when customer contact is needed. Introduction You may be required to contact a customer for a specific…
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PROJECT TEAM – Infographic Admin & Production
PROJECT TEAM – Infographic Admin & Production Purpose of this SQ How To: To explain our SQ Digital’s standardised process for producing an Infographic. Applicable to: All Customers: Any who have Infographics planned Timescale: This procedure lasts a minimum of 1 week Introduction A campaign plan will outline if an Infographic needs producing, and the first…
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GENERAL – How To – Handover to a Colleague
GENERAL – How To – Handover to a Colleague Purpose of this SQ How To: This ‘How To’ will give clarity over the types of things that may be handed over within SQ Digital and how each handover should be carried out. Applicable to: All Customers: All Timescale: Up to 1 Hour Introduction There…
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CONTENT – How To – Custom Images
CONTENT – How To – Custom Images Purpose of this SQ How To: This is the how-to guide explaining the process of requesting custom images from the internal design department. Applicable to: Content Team Customers: Platinum/Silver Timescale: 10-15 minutes Introduction Custom Images are the banners or imagery which accompany blogs. This how-to guide will explain…
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CONTENT – How To – Blog Management
CONTENT – How To – Blog Management Purpose of this SQ How To: This how-to guide explains how to carry out blog management within the CMS for a client. Applicable to: Content Team Customers: All Timescale: Dependant on amount of time dedicated to the task. Usually ranges from 30 minutes to up to 2 hours. Introduction…
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CONTENT – How To Write A Blog
CONTENT – How To Write A Blog Purpose of this SQ How To: This is a guide for researching, writing and publishing a blog. Applicable to: Content Marketing Team Customers: All Timescale: 2 hrs to write; Proof and QC by Due Date. Introduction Blogs are at the heart of our content marketing activities. They can…
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How To – Accelo: D&D Ad Hoc Work
This guide will provide you with step by step instructions on the D&D Ad Hoc Work process in Accelo. The steps will be in the format of role/which department the step is for followed by the details. D&D PM – Review the requested D&D Ad Hoc Work ticket to check it has the required details D&D…
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How to – Request: D&D Ad Hoc Work
When do we raise a D&D Ad Hoc Work Ticket? The Account Manager is responsible for creating D&D Ad Hoc Work Tickets. Any requests by other departments are to be sent to the Account Manager via a Note on the Customers account in Accelo. The Account Manager will then authorise the work and convert it…
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CONTENT – How To – Plan Next Interval
CONTENT – How To – Plan Next Interval & Planning Pods This document explains how to plan the next interval’s work for a client. Applicable to: Content Team (and other Exec’s if Customer does not receive Content) Customers: Silver Timescale: 10-15 minutes Introduction Plan a client’s monthly Digital Marketing strategy, which will require…
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How To – Accelo: New Website
This guide will provide you with step by step instructions on the Technical Support in Accelo. The steps will be in the format of role/which department the step is for followed by the details. SALES – Create new sale with “New Website” as type SALES – Qualify lead and then change progression to “Lead Qualified”…
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Sale Proposals Guide (Temp)
Sales Proposal – DM Contribution Requests The Digital Marketing department is always happy to contribute and help with sales proposals, but there is a lot of research that goes into DM suggestions and so the research and delivery of them needs to be scheduled in appropriately, so we can still cater to our current customers…
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How To – Accelo: Technical Support
This guide will provide you with step by step instructions on the Technical Support in Accelo. The steps will be in the format of role/which department the step is for followed by the details. D&D PM – Review the requested technical support ticket to check it has the required details D&D PM – Accept…
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How to – Request: Technical Support
When do we raise a Technical Support Ticket? Any technical support query (defined below) needs to be raised through a ticket. In the first instance, we take down details of the issue and submit a ticket, letting the Customer know that a member of our Technical Support team will get back to them shortly once…