How to Access Your Content Onboarding

After your successful checkout, you and your client will need to fill out onboarding documentation. This will include a ‘General’ document as well as a ‘Content’ document.

Purchasing a subscription for a client will prompt our system to send an automated email on your behalf prompting them to access the sub-account for their business. After gaining access to their new sub-account, they will be able to find and complete the onboarding for the content service.

Alternatively, you may choose to send the onboarding to yourself at the time of checkout. When you are prompted with 'Who is This Order for?', select Send the Onboarding to Me. We will then send the documents to your registered email address.

Know that you can also find any onboarding forms by navigating to the Projects app. Then, select your client and click Forms.

Below is the information we will need to begin your content subscription:

Login Credentials

  1. Select ‘Yes’ or ‘No’ to the prompt asking: “Do you have an existing website for content to be posted?” This is where all monthly content will be featured for your client.

  2. If ‘Yes,’ provide a link to the homepage of your website in the field provided on the onboarding.

  3. If ‘No,’ leave this field empty for now.

  4. You must provide login credentials. Our content team will require this to access the backend of the website for blog posting. We take our client’s security very seriously, and your credentials will never be shared or used for anything other than the intended purpose.

If you are unable to provide these credentials or the client is unwilling to share, the responsibility of posting content will default to you. You may submit credentials to us at any time via your agency’s Slack channel.

I Don’t Have a Website for Content to be Posted

There may be circumstances in which your client currently does not have a website or is developing a new one. In these instances, we can still create content for you without posting. The article files will still be shared with you for approval each month.

Once you have a website and login credentials to share, our team can assist you with posting your backlogged articles from our service.

Type of Content

  1. Our company currently only offers blogs as its method of content delivery. This should be designated for you by default.

  2. In the fields provided, list up to six (6) topics in regard to the type of content selected in step one. For example, if you would like us to create service pages, please list the names of the services you would like us to write about.

For blog articles, list topics relevant to your industry. These should be helpful, educational, and of interest to your clients.

Click here for assistance with selecting content topics.

Target Demographics

  1. Select the age range of the audience you are looking to target with your content and services. If you’re unsure, select your best approximation, and be sure to mention this concern to your project manager.

  2. Similarly to step one, clarify if there is a specific gender you wish to target with your content or services. You may select ‘Both’ or ‘Not Applicable’ if you feel this isn’t relevant to your content.

  3. Provide any reference websites you would like us to review. This could be referencing several things including:

  • The content you enjoy and would like to emulate

  • Content from your direct competitors

  • Previous content posted on your site for style reference

How Target Demographics Affect Content

Your target demographic affects your content in various ways. SEO trends might identify that different keywords perform better with certain groups, affecting what types of topics you may wish to pursue. By identifying your desired demographic before services begin, our SEO and content team will be able to perform more accurate research to benefit your articles.

The requested target demographic may also impact the tone and style in which the content is written. Your content should reflect the attitude and values of your brand, but should also be written in a way that best appeals to that specific age group.

Selecting Reference Websites

When we ask for reference websites, we are referring to anything that may feature the following:

  • Content others wrote that you would like to emulate or improve upon

  • Content that your competitors feature that you may wish to differentiate yourself from

  • Writing styles that do not suit your brand and you may wish to avoid

Considering any of these points can help you get a better understanding of content and how you wish to use it. The more information we have in regard to your preferences and your competition, the better we will be able to match your brand’s voice and create unique content that helps you stand out.

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