Cheat Sheet
Collmann Repair
Copywriter, Build and QA
Any information in Yext and not on the questionnaire, leave in Yext.
Address
Automatically fed to Content>Entities from the Sales order.
- Address: The address may be hidden from displaying on most publishers. Even if the client wishes to hide the address, still put the complete and true address in this section of the Content>Entities. The address cannot be:
- P.O. Box
- The post office
- A public place such as a mall
- Someone’s home that does not belong to the client
- A made-up address
- Google requires a service area if the address is hidden. And some publishers will not publish the listing if the address is hidden (very few – example is Apple)
- Map Marker – unfortunately, we cannot alter this via Content>Entities.
- If address is hidden the “We deliver or provide service at customer locations” should be checked in Content>Entities, along with a service area.
- The service area can be a city, state or zip code (mix and match is acceptable). Multiple locations are acceptable.
- Up to 10 cities / states / zips allowed. Nationwide service could be noted in the business description. For Smart Sites 10 can be exceeded (max. 100).
- Display address can be used for a shopping center.
- If the the address is hidden and the service area is something other than city, state or zip, the service area is input using a text box in HWP, follow questionnaire.
- If the address is hidden in Content>Entities, it does not hide it in HWP if the address element type is selected. It will display on the website even though it is hidden in the listing.
DSC
- Verify in Content>Entities and update in both Content>Entities and questionnaire if necessary. DSC verifies these during consultation.
- Avoid symbols in the address, the map does not display correctly if the character is not recognized by Yext. If a symbol is used replace with text i.e. #3, Suite 3, Unit 3…
- Verify in Content>Entities and update in both Content>Entities and Questionnaire if necessary.
- DSC hides address in Content>Entities if requested.
- If a service area for listings is included (city or zip), add to the address section in Content>Entities.
- If the customer requests to have a local service area, include on the questionnaire, Copywriter/QA would add this to the header as a text box.
- Header would include the local service area listed on the questionnaire i.e. Eastern Iowa
- Footer and Contact Us page would include the service area.
Copywriter / QA
- Copywriter no longer hides address in Schema if address is hidden in Content>Entities.
- QA - Verify and update address if it is not in title case with 5 digit Zip Code.
- If customer chooses to display their address, the address will populate via Content>Entities on the website. The header displays the City, ST, and the footer displays the full address. The header should only be changed to full address, if noted on the questionnaire.
- If the customer request to hide their address
- CW/QA follows the QAF 624.
- Hybrid footer.
- Footer and Contact Us page CW deletes the address.
- CW / QA - If the questionnaire indicates additional locations use this in the footer for multiple locations on the website and the additional location pages as per normal text process.
Associations
Automatically fed to Content>Entities from the Questionnaire.
DSC
- DSC – For new customers add associations to the questionnaire using title case and separated by a comma. (i.e. American Dental Association, Academy of General Dentistry)
- DSC - For an existing Listings customer verify Associations information in the Content>Entities. If it is correct copy and paste it on the questionnaire. If incorrect, add associates to the questionnaire using title case and separated by a comma.
NOTE: Fields on the questionnaire feeding into Content>Entities should never be listed as NA/None. If NA/None is listed, it will overwrite the existing information in the Content>Entities. The questionnaire fields and Content>Entities fields should mirror each other.
QA
- QA- Verify title case and spelling.
Brands
Automatically fed to Content>Entities from the Questionnaire.
DSC
- DSC – For new customers add brands to the questionnaire using title case and separated by a comma. (i.e. Lennox, Maytag, Goodman)
- DSC - For an existing Listings customer verify Brand information in the Content>Entities. If it is correct copy and paste it on the questionnaire. If incorrect, add the correct Brand information to the questionnaire using title case and separated by a comma.
- NOTE: Fields on the questionnaire feeding into Content>Entities should never be listed as NA/None. If NA/None is listed, it will overwrite the existing information in the Content>Entities. The questionnaire fields and Content>Entities fields should mirror each other.
QA
- QA - Verify title case and spelling.
Business Description
Automatically fed to Content>Entities from the Questionnaire.
Located on the About page
DSC
- DSC – For new customers enter the description in the questionnaire using the following template: [NOB] provides [product/service 1, product/service 2, product/service 3, product/service 4, product/service 5], and [24-hour emergency service] to the [city, state] area.
- i.e. Done Right Today provides reliable, professional and Certified Master Plumbing services and water heater installation to the Wilmington, DE area.
- DSC – For an existing Listings customer if existing information is in Content>Entities Business Description field, this information will pull to the questionnaire.
- DSC – If the entire description does not fit, save the business description in the comments of the DSC case, and then copy/paste it directly into the Content>Entities once the questionnaire is submitted.
QA
- QA -Verify grammar and spelling if an existing business description is used in the Content>Entities/Yext widget. If it is a new customer QA verifies the business description follows the Hibu template and updates if necessary, in addition to verifying grammar and spelling.
Business Name / NOB
Automatically fed to Content>Entities from the Sales order.
DSC should verify the NOB exactly with customer and use this version throughout the questionnaire. This makes it easier for Copywriter and Build to be consistent throughout the site.
NOB & Address Discrepancies
For NOB, we will always follow the questionnaire. If Content>Entities does not match (missing words, acronyms, different spelling), please UPDATE Content>Entities to reflect the NOB on the questionnaire. You should only FWR NOB situations to DSC if it is significantly different: “Advance Pizza” vs “Mike’s Auto Repair.”
Below are a few examples of NOB discrepancies which would not be FWR’d to DSC
| Questionnaire NOB | Content>Entities NOB | NOB to Use |
|---|---|---|
| Advantage Carpet & Upholstery Cleaning & Restoration LLC | Advantage Cleaning Restoration | Advantage Carpet & Upholstery Cleaning & Restoration LLC |
| The Flamingo Event Center | The Flamingo | The Flamingo Event Center |
| AJAY Car Buying Services | AJAY ONLINE Car Buying Services | AJAY Car Buying Services |
DSC
- DSC - Verify in Content>Entities and update in both Content>Entities and questionnaire if necessary.
- DSC - Verifies these during consultation.
- DSC - Verify NOB is consistent throughout the questionnaire in order to provide clear direction to Copywriter/Build.
Copywriter / QA
Business Hours & Additional Text
Automatically fed to Content>Entities from the Questionnaire.
Located on the Footer, About and Contact page
DSC
- DSC - Enter the hours in the questionnaire following the questionnaire format.
- If the business is open 24 hours indicate this as 12 am – 12 am on questionnaire.
- If open 24 hours is noted in the header/hero, CW removes the open closed widget in hero.
- DSC - Enter additional business hours text in the questionnaire. (i.e. Closed for the Winter) using consistent formatting.
Copywriter
- If 24 hours, Copywriter updates the Content>Entities to 24 hours (this is not an option on the questionnaire, so it does not flow to Content>Entities as open 24 hours). This displays Open 24 Hours in the open closed widget.
- Copywriter deletes the business hours widget.
- If the business is not a brick and mortar remove the open/close widget from the hero.
- Additional Hours Text is located directly under Open / Close Widget Business Hours and Holiday Hours. Included content in this field may suffice why Open / Close Widget and the Business Hours Widgets are blank. (i.e. Additional Hours Text displays "By Appointment Only.")
- NOTE
- It is intended the
Additional Hours Text
displays bold.
QA
Contact Page and Request Form
Contact form should be linked via Connected Data, if so remove the connection.
Email automatically fed to Content>Entities from the Questionnaire.
Copywriter
- Updates page name in navigation
- Completes form on hero
- If virtual Copywriter will add banner on home page
Build
- Build adds the contact page and custom forms.
- Build adds the submission recipient.
- Build adds the form name and NOB.
- Build updates if different email(s) are requested.
QA
- Updates the button in the header and video
- Updates the form on the request page
- If virtual QAE replaces form on request page
Google My Business Attributes (Good to Know)
Automatically fed to Content>Entities from the Questionnaire.
These fields display on the About Us page. DSC will collect these from the customer to be added to website. Google Attributes will help the customer with their listings when searches are performed.
Google My Business Attributes allow the user to see what a business has to offer, i.e. Wi-Fi, outdoor seating, etc. The GMB attributes also help the customer with searches, if a user searches for one of the attributes this makes the customer relevant in this search results.
The options available for Google My Business Attributes are determined by the Primary Category field in the Content>Entities. Due to this, it is important that we select the best suited category supplied on the questionnaire.
DSC
- DSC – Select the appropriate Google Attributes in the Content>Entities, during or following the consultation based on the conversation with the customer.
- Choosing which attributes to populate
- DSCs should pick the most relevant questions to ask based off the consultation with the client.
- Use fields that are identified as storefront vs home based as a guide for which questions to answer.
- If the DSC feels confident that you know the answer, then they don’t have to ask it and can just fill it in after the consult (i.e., serves breakfast)
- Don’t have to ask every single question.
COPYWRITER / QA
- This is
not verified by Copywriter or QA.
Build
Insurances Accepted (Good to Know)
- If the customer would like to list the insurances they accept, the Services fields can be used in Content>Entities
- The heading would be updated to ‘Insurances Accepted’
- If the customer has services, the insurances accepted would be part of the body content only
- We would never mix services with accepted insurances
5 emails will automatically feed to Content>Entities from the Questionnaire.
Located on the Footer and Contact page.
DSC
- DSC - Add a maximum of 5 valid email addresses to the questionnaire.
- DSC - An email address for “Hibu only use” should not be included in this field.
Copywriter
- CW - By default the footer email button will be connected to the first email
- CW - Adjust accordingly if requested on the questionnaire.
- If the additional email addresses included on the questionnaire exceed the 5, add email via text and link to email address.
QA
Featured Message
Automatically fed to Content>Entities from the Questionnaire.
DSC
- DSC – For new customers add a Featured Message on the questionnaire. Use “Call Today…” as a default message.
- Up to 50 characters may be used. The message cannot include phone number, URL or extra blank spaces.
- DSC - For an existing Listings customer verify the Featured Message in the Content>Entities. If it is correct copy and paste it on the questionnaire. If it is incorrect add a Featured Message on the questionnaire.
- NOTE
Fields on the questionnaire feeding into Content>Entities should never be listed as NA/None. If NA/None is listed, it will overwrite the existing information in the Content>Entities. The questionnaire fields and Content>Entities fields should mirror each other.
QA
Holiday Hours
Located on the About and Contact page.
Copywriter
- Adds holiday hours to the Content>Entities if indicated on questionnaire.
- Holiday hours display on the About and Contact page under the business hours.
- Do not remove the bullets.
QA
Keywords
Automatically fed to Content>Entities from the Questionnaire.
Languages
Automatically fed to Content>Entities from the Questionnaire.
DSC
- DSC – For new customers add languages to the questionnaire using title case, each on their own line, always listing English first.
- DSC - For an existing Listings customer this information will pull from Yext to the questionnaire.
- NOTE
- Fields on the questionnaire feeding into Content>Entities should never be listed as NA/None. If NA/None is listed, it will overwrite the existing information in the Content>Entities. The questionnaire fields and Content>Entities fields should mirror each other.
QA
Payment Options
Automatically fed to Content>Entities from the Questionnaire.
Located on the About (CW) and Contact (Build) page.
DSC
- DSC – Select the payment methods in the questionnaire per Yext options.
- DSC – Add other payment types (i.e. Care Credit) on the questionnaire.
- DSC – Select additional payment types on the questionnaire (i.e. Insurance, Google Pay, Visa Electron, etc.)
Copywriter (ABOUT PAGE)
- If additional payments or other payments are requested on the questionnaire:
- Add a text box below the current payments adding the additional and/or other payments. Adjust top margin by adding a negative value (normally -5 on about and -13 on contact page) to align the spacing of the list.
Build (cONTACT pAGE)
- If additional payments present on the contact us page/questionnaire:
- Copy list from About page to the Contact page. Ensure both lists are copied. Adjust top margin by adding a negative value to align the spacing of the list if applicable.
- Delete payment icons.
- Do not mix icons and bulleted list.
QA
Phone - Additional Phone Numbers
Automatically fed to Content>Entities from the Questionnaire.
Located on the Footer and Contact page.
DSC
- DSC- Add additional phone numbers to the questionnaire. (Local Phone, Alternate Phone, Toll-Free Phone, etc.)
- Content>Entities will auto populate the phone number using () for the area code.
Copywriter
- Copywriter/QA - Use phone number format (XXX) XXX-XXXX in body copy.
- Copywriter/QA - If a vanity number is requested within copy, add as a text box along with the number translation i.e. 319-790-FUNN (319-790-3866).
- Copywriter/QA - Verify the same phone number in Content>Entities is not listed multiple times. (i.e. Alternate Phone and Main Phone). If there are duplicates delete from the Additional Phone field(s).
QA
- QA - Verify the correct phone number is formatted and listed correctly throughout the body copy.
Phone - Main Phone Number
Automatically fed to Content>Entities from the Sales order.
Located on Header, Footer and Contact page.
DSC
- DSC- Verify in Content>Entities and update in both Content>Entities and questionnaire if necessary. DSC verifies these during consultation.
Copywriter / QA
- CW / QA - Use phone number format (XXX) XXX-XXXX in body copy via connected data.
- CW / QA - If a vanity number is requested within copy, add as a text box along with the number translation i.e. 319-790-FUNN (319-790-3866).
- If requested the vanity number can be added to the header/footer…
- CW / QA will not update this field in Content>Entities.
Primary Category
Automatically fed to Content>Entities from the Sales order. (Primary Category only)
The primary category aids in populating the correct Google Business Profile Attributes. Google Business Profile Attributes are determined by the primary category only, these are reflected as Good to Know on the About page.
DSC
- DSC - Verify Primary Category in Content>Entities and update in both Content>Entities and questionnaire if necessary.
Copywriter / QA
- CW / QA - Do not verify this.
Listings Submission
- CW / QA - Do not verify this.
Listings Submission team adds additional categories, if present and not in Content>Entities.
Products
Automatically fed to Content>Entities from the Questionnaire.
Located on About page
DSC
- DSC – For new customers add products to the questionnaire using title case each on its own line.
- NOTE: Fields on the questionnaire feeding into Content>Entities should never be listed as NA/None. If NA/None is listed, it will overwrite the existing information in the Content>Entities. The questionnaire fields and Content>Entities fields should mirror each other.
Copywriter / QA
- CW /QA - If the Products field in the questionnaire and Content>Entities is left blank use website pages to add Products in title case to the Content>Entities.
- If a menu/price list is available add the top level products only. Do not list every product.
- QA - Verify title case and spelling.
Services
Automatically fed to Content>Entities from the Questionnaire.
Located on About page
DSC
- DSC – For new customers add services to the questionnaire using title case each on its own line.
- NOTE:
Fields on the questionnaire feeding into Content>Entities should never be listed as NA/None. If NA/None is listed, it will overwrite the existing information in the Content>Entities. The questionnaire fields and Content>Entities fields should mirror each other.
Copywriter / QA
- CW / QA - If the Services field in the questionnaire and Content>Entities is left blank use website pages to add services in title case to the Content>Entities.
- If a menu/price list is available add the top level products only. Do not list every product.
- QA - Verify title case and spelling.
Social Media
Automatically fed to Content>Entities from the Questionnaire. (Facebook, Twitter & Instagram)
NOTE: Do not add a / at the end of the Facebook URL. Adding the / at the end prevents the icon from displaying on the website.
Located on the Footer Contact page
DSC
- DSC – For a new Listings customer add the Facebook URL, Twitter Handle and Instagram Handle on the questionnaire.
- DSC - For an existing Listings customer verify the Twitter and Instagram information in the Content>Entities. If they are correct copy and paste it on the questionnaire. If it is incorrect add the correct social media links to the questionnaire.
- NOTE: Fields on the questionnaire feeding into Content>Entities should never be listed as NA/None. If NA/None is listed, it will overwrite the existing information in the Content>Entities. The questionnaire fields and Content>Entities fields should mirror each other.
- DSC- Add Facebook URL and any additional social accounts (i.e. LinkedIn, Pinterest, YouTube, Yelp, etc.) on the questionnaire.
copywriter
- Copywriter – Add the Facebook URL and any other social media links to Content>Entities (if available) from the questionnaire or if a Facebook URL is already in the Content>Entities verify it is the same as the questionnaire, if not replace it.
BUILD
- Artist will add additional Social Media icons to the website if necessary.
- Artist can change the social icon layout that best suits the website.
QA
- QA – Verify the Social Media links are added to the website per questionnaire and verify the links work correctly.
Specialties
Automatically fed to Content>Entities from the Questionnaire.
DSC
- DSC - Add Specialties to the questionnaire using title case.
QA
- QA - Verify Specialties are listed per questionnaire and are in title case and spelled correctly.
Year Established
Located on the About page
DSC
- For new customers add the year established to the questionnaire. (i.e. 1990)
- If a new customer does not want a year established included on their Listings or website, leave the field blank on the questionnaire.
- If an existing Listings customer does not want a year established included on their Listings or website, remove the date in the Content>Entities.
QA
- Verify the date established used in the website body copy is consistent with the date in the Content>Entities.