Onboarding Instructions for Content Delivered- Automated Posting Service. 1. Check for new form submissions daily

Transcription

1 Onboarding Instructions for Content Delivered- Automated Posting Service Reference this document for instructions on how to onboard new Content Delivered- Automated clients by adding their accounts to Hootsuite and enabling their permissions in the Local Income Lab Wishlist. 1. Check for new form submissions daily a. Navigate to b. Log in with the following credentials: i. UN: cory.matthews11 ii. PW: Cservices1 c. Search the inbox for s with the subject line: New submission from {Company Name} Content Delivered Social Media Automation d. If there are no s with that subject line in the inbox, no further action needs to be taken 2. For each form submission, complete the following tasks: a. Facebook Information: i. If the Facebook Information section of the survey has been left blank, skip to the next section (2b. Google+ Information); otherwise, follow the instructions below: ii. In a new tab, navigate to iii. Log in with the following credentials: 1. UN: cory.matthews11@gmail.com 2. PW: Cservices1 iv. Copy the URL that was provided in the Your Facebook Business Page URL section of the survey and paste it into the tab where you have logged into Facebook

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3 v. Click the Like button on the page. vi. If you experience any issues throughout these steps, please 1. Subject Line: CD Onboarding Issue- Facebook Like 2. Add to the CC ed field 3. Identify the survey you are working on. Explain the issue that you experienced when attempting to Like the user s Facebook page. 4. Skip to the next step (2b. Google+ Information) b. Google+ Information: i. If the Google+ Information section of the survey has been left blank, skip to the next section (2c. Twitter Information); otherwise, follow the instructions below: ii. In a new tab, navigate to iii. Log in with the following credentials: 1. UN: cory.matthews11@gmail.com 2. PW: Cservices1

4 iv. Hover your cursor over the top bar where the icons are displayed until the dropdown of all the user accounts appears v. From this dropdown menu, click the + button in the bottom right- hand corner

5 vi. Select the Google+ option from the sidebar and then click the Submit button vii. Copy the address that was provided in the Gmail Address section of the survey and paste it into the field in the Hootsuite popup window

6 viii. Copy the password that was provided in the Gmail Password section of the survey and paste it into the Password field in the Hootsuite popup window and click Sign In

7 ix. Click the Allow access button

8 x. Click the Google+ page that was submitted on the survey. You will know that you have selected the page when the green check mark is displayed in the box. Then, click the Finished Importing button. 1. If a popup window appears asking for permission to take ownership of the account, click Transfer xi. If you experience any issues throughout these steps, please kgloeckner@cabbagefarms.com 1. Subject Line: CD Onboarding Issue- Google+

9 2. Add to the CC ed field 3. Identify the survey you are working on. Explain the issue that you experienced when attempting to add the user s Google+ page to the Cory Matthews Hootsuite account. 4. Skip to the next step below xii. Log out of the cory.matthews11@gmail.com Hootsuite account. c. Twitter Information:

10 i. If the Twitter Information section has been left blank, skip to the next section (2d. LinkedIn Information); otherwise, follow the instructions below: ii. In the tab that you have open for Hootsuite, log in with the following credentials: 1. UN: 2. PW: Sservices1 iii. Hover your cursor over the top bar where the icons are displayed until the dropdown of all the user accounts appears (for visual instruction, reference image associated with step: 2b. Google+ Information, iv) iv. From this dropdown menu, click the + button in the bottom right- hand corner v. Select the Twitter option from the sidebar and then click submit

11 vi. Copy the username that was provided in the Twitter Username section of the survey and paste it into the Username field in the Hootsuite popup window

12 i. Copy the password that was provided in the Twitter Password section of the survey and paste it into the Password field in the Hootsuite popup window and click Authorize app 1. If a popup window appears asking for permission to take ownership of the account, click Transfer

13 vii. If you experience any issues throughout these steps, please 1. Subject Line: CD Onboarding Issue- Twitter 2. Add to the CC ed field 3. Identify the survey you are working on. Explain the issue that you experienced when attempting to add the user s Twitter page to the Shawn Hunter Hootsuite account. 4. Skip to the next step below viii. Log out of the shawn.hunter111@gmail.com Hootsuite account. (for visual instruction, reference image associated with step: 2b. Google+ Information, xii.) d. LinkedIn Information: i. If the LinkedIn Information section has been left blank, skip to the section called 2e. Enable permission in Wishlist; otherwise, follow the instructions below: ii. In the tab that you have open for Hootsuite, log in with the following credentials:

14 1. UN: 2. PW: Tservices1 iii. Hover your cursor over the top bar where the icons are displayed until the dropdown of all the user accounts appears (for visual instruction, reference image associated with step: 2b. Google+ Information, iv) iv. From this dropdown menu, click the + button in the bottom right- hand corner v. Select the LinkedIn option from the sidebar and then click submit vi. Copy the username that was provided in the LinkedIn Username section of the survey and paste it into the Username field in the Hootsuite popup window

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16 vii. Copy the password that was provided in the LinkedIn Password section of the survey and paste it into the Password field in the Hootsuite popup window and click Ok, I ll Allow It

17 viii. In the Import from LinkedIn window, ensure that only one LinkedIn page box has a green check mark. This box will be at the very top of the popup window. ix. Scroll to the bottom of the popup window and click the Finished Importing button. 1. If a popup window appears asking for permission to take ownership of the account, click Transfer x. If you experience any issues throughout these steps, please kgloeckner@cabbagefarms.com 1. Subject Line: CD Onboarding Issue- LinkedIn 2. Add cmcnally@cabbagefarms.com to the CC ed field

18 3. Identify the survey you are working on. Explain the issue that you experienced when attempting to add the user s LinkedIn page to the Topanga Lawrence Hootsuite account. 4. Skip to the next step below xi. Log out of the topanga.lawrence11@gmail.com Hootsuite account. (for visual instruction, reference image associated with step: 2b. Google+ Information, xii.) e. Enable permission in Wishlist i. In a new tab, navigate to login.php ii. Log in with the following credentials: 1. UN: cmcnally 2. PW: Everpass345 iii. Click the WL Plugins section on the left- hand sidebar iv. Click on the Members tab

19 v. Copy the address that was provided in the section of the survey, paste it into the Search Users field in the Wishlist and click the search users button.

20 vi. Once you have searched for the user, check to ensure that they already have the Content Delivered Social Media, Blog and Newsletter Services permission enabled

21 1. If the user does not have this permission enabled or if you are unable to find the user, please a. Subject Line: CD Onboarding Issue- WL Permissions b. Add to the CC ed field c. Identify the Survey you are working on d. Skip to the next step (2f. File Survey in Gmail) vii. Click on the username viii. Check off the box next to Content Delivered Social Media Automation permission

22 ix. Scroll to the very bottom of the page and click the Update User button. x. Check to make sure that the permission was saved by searching for the user again. You will know that the permission was saved if you are able to view it below the Levels category.

23 f. File Survey in Gmail i. Navigate back to the survey that is open in the account. ii. Select the file button and choose the Accounts Created- Complete file option.

24 3. Check for new Facebook admin notifications daily a. Navigate to b. Log in with the following credentials: i. UN: cory.matthews11 ii. PW: Cservices1 c. Search the inbox for s with any of the subject lines below: i. You re now a manager of {Company Name} ii. You re now a content creator of {Company Name}

25 4. For each Facebook Admin notification, complete the following tasks: a. Facebook Information: i. In a new tab, navigate to ii. Log in with the following credentials: 1. UN: george.feeny11@gmail.com 2. PW: Gservices1 iii. Hover your cursor over the top bar where the icons are displayed until the dropdown of all the user accounts appears (for visual instruction, reference image associated with step: 2b. Google+ Information, iv.) iv. From this dropdown menu, click the + button in the bottom right- hand corner v. Select the Facebook option from the sidebar and then click Submit

26 vi. A pop- up window will appear requesting Facebook login information, log in with the following credentials: 1. UN: cory.matthews11@gmail.com 2. PW: Cservices1

27 vii. In the Import from Facebook window, scroll to the bottom of the Facebook Pages: section and find the Facebook page associated with the notification you have open in Gmail.

28 viii. Click the Facebook page box so that a green check mark appears in place of the + and click the Finished Importing button ix. If you experience any issues throughout these steps, please kgloeckner@cabbagefarms.com 1. Subject Line: CD Onboarding Issue- Facebook 2. Add cmcnally@cabbagefarms.com to the CC ed field 3. Identify the Company Name you are working. Explain the issue that you experienced when attempting to add the user s Facebook page to Hootsuite. 4. In Gmail, star the notification and leave the notification in the inbox 5. If you were unable to connect to the Facebook Page in the George Feeny Hootsuite account, do not complete any more of the tasks below. x. Log out of the george.feeny11@gmail.com Hootsuite account. (for visual instruction, reference image associated with step: b. Google+ Information, xii.) b. File Notification in Gmail i. Navigate back to the notification that is open in the cory.matthews11@gmail.com account. ii. Select the file button and choose the Facebook Admin Verification- Completed file option

29 c. Remove user from InfusionSoft Sequence: i. In Gmail, navigate to the Accounts Created- Complete folder and find the survey associated with the Facebook notification that you just filed away 1. Look for the Company Name in the Subject Line

30 ii. Click to open the associated survey iii. In a new tab, navigate to iv. Copy the address that was provided in the section of the survey and paste it into the field in the form and Submit

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