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SalesLabX Methods

Table of Contents

Pardot, WordPress, Social Media Plan Users

Salesforce Users

Pardot Tasks

Salesforce Tasks

Animation Tasks

Our Most Commonly Requested Tasks

FAQs

UNDERSTANDING YOUR ASANA BOARD

Need a refresher on our Asana Process? We’ve broken down each column in your Asana board and how our process works!

Pardot, WordPress, Social Media Plan Users

Build Your Task column:

  • Create your task here! 
    • You have unlimited task requests, so you can build out as many tasks as you like ahead of time.
    • To assist you with this, use one of our pre-built task templates for commonly requested tasks. You find task templates by clicking on the ‘+’ sign next to ‘Build Your Task’.
  • Enter as many details as possible in the description box. Related links, screenshots, and attachments (if available) will help your AC better understand your request and move your task along faster!
  • There’s no need to enter any other tags or edit any fields on the task at this or any other stage moving forward.

Waiting in Queue column:

  • When you’re ready for your AC to review your task, move your card (by dragging it over) to the WAITING IN QUEUE column.
  • Your AC will get notified and will review your task.
  • If they have any questions or need more information, they will reach out to you.
  • You’ll work collaboratively with your AC to determine which of the tasks in this column should be prioritized first. We will work on a maximum of 3 ongoing tasks at a time.

Design Stage column:

For design tasks:

  1. When your task has all the information to get started on, your AC will move your task card to the DESIGN STAGE column.
  2. Our design team will start working on a proof for you! 
      1. A gray tag of ‘Designing Your Proof’ will be applied to your task card.
  3. When your design proof is ready for your review and approval:
      1. Your AC will tag you in the card and provide a link to your proof. They will pin this comment to the top of the task and you will see it highlighted in yellow.
      2. You will also see the green tag ‘Your Approval Needed’. This will indicate it’s time for you to look at the task.
      3. To move on to the next stage, your AC will need your written approval (or verbal approval via a call with your AC) for the design proof before they move to the next step.
  4. If there are any design edits required, they’ll be made here within the DESIGN STAGE until we get your final approval.
      1. A gray tag of ‘Revising Your Asset’ will be applied to any tasks that require revisions.

*For non-design tasks: We will not be using this column.

Build and Test Stage column:

For design tasks:

  1. Once we have your final approval on the design proof, your AC will move the task to the BUILD AND TEST column.
  2. Our creative team will begin building out your asset!
      1. A gray tag of ‘Building and Testing Your Asset’ will be applied to your task card.
  3. Assets that require testing, such as an email or landing page, will be tested in this stage.
  4. When your asset is ready for your review and approval:
      1. Your AC will tag you in the card with an update. They will pin this comment to the top of the task and you will see it highlighted in yellow.
      2. You will also see the green tag ‘Your Approval Needed’. This will indicate it’s time for you to look at the task.
  5. If there are any edits required, they’ll be made here within the BUILD AND TEST STAGE until we get your final approval to push the asset live.
      1. A gray tag of ‘Revising Your Asset’ will be applied to any tasks that require revisions
  6. To move on to the next stage, your AC will need your written approval (or verbal approval via a call with your AC) for the asset test before they move to the next step.
  7. When you have approved your test, your AC will apply a gray tag of “Finalizing” to indicate the final steps required to finish your asset (such as scheduling your email to be sent).

For non-design tasks:

  1. Any non-design task, such as an Engagement Studio, Campaign, Custom Redirect (etc) will also be worked on within this stage.
  2. When your asset is ready for your review:
      1. Your AC will tag you in the card with an update. They will pin this comment to the top of the task and you will see it highlighted in yellow.
      2. You will also see the green tag ‘Your Approval Needed’. This will indicate it’s time for you to look at the task.
  3. Like design tasks:
      1. If there are any edits required, they’ll be made here within the BUILD AND TEST STAGE until we get your final approval to push the asset live.
      2. Your AC will need your written approval (or verbal approval via a call with your AC) for the asset test before they move to the next step.
      3. When you have approved your test, your AC will apply a gray tag of “Finalizing” to indicate the final steps required to finish your asset (such as scheduling your email to be sent).

For Your Final Review column:

  1. When your final asset is complete (such as your scheduled email details or published landing page links), your AC will move your task to the ‘FOR YOUR FINAL REVIEW’ column.
      1. You will see the green tag ‘Your Approval Needed’. This will indicate it’s time for you to look at the task.
  2. At this stage, your AC will also need your written confirmation (or verbal confirmation via a call with your AC) on the task before they close out the task and can open a new task.
  3. If last-minute revisions are needed at this stage:
      1. A gray tag of ‘Revising Your Asset’ will be applied.
      2. Your AC will move your task back to the relevant column.

Accomplished column:

  1. When a task is fully completed, your AC will mark it as complete, and it will be moved to the ‘ACCOMPLISHED’ column. 
  2. You can always refer to this column to view finished projects. 
  3. Old projects must not be reopened. Instead, if there are any updates or edits needed, please create a new task in the ‘Build Your Task’ column.

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Salesforce Users

Build and Test Stage Column:

For design tasks:

  • Create your task here! You have unlimited task requests, so you can build out as many tasks as you like.
  • Enter as many details as possible in the description box. Related links, screenshots, and attachments (if available) will help your AC better understand your request and move your task along faster!
  • There’s no need to enter any other tags or edit any fields on the task at this or any other stage moving forward.

Waiting in Queue column:

  1. When you’re ready for your AC to review your task, move your card (by dragging it over) to the ‘WAITING IN QUEUE’ column.
  2. Your AC will get notified and will review your task.
  3. If they have any questions or need more information, they will reach out to you.
  4. You’ll work collaboratively with your AC to determine which of the tasks in this column should be prioritized first. We will work on a maximum of 3 ongoing tasks at a time.

In Sandbox column:

  1. When your task has all the information to get started on, your AC will move your task card to the ‘IN SANDBOX’ column.
      1. You will see the green tag ‘Your Approval Needed’. This will indicate it’s time for you to look at the task.
  2. Our SF team will begin building out your request in Sandbox, unless specified otherwise.
      1. A gray tag of ‘Building and Testing your Asset’ will be applied to your task card.
  3. The testing in Sandbox for your request will also happen in this stage.
  4. When your test is ready for your review and approval:
      1. Your AC will tag you in the card with an update. They will pin this comment to the top of the task, and you will see it highlighted in yellow.
      2. You will also see the green tag ‘Your Approval Needed’. This will indicate it’s time for you to look at the task.
  5. If there are any edits required, they’ll be made here within the ‘IN SANDBOX’ stage until we get your final approval to push the asset to production.
      1. A gray tag of ‘Revising your Asset’ will be applied.
  6. To move on to the next stage, your AC will need your written approval (or verbal approval via a call with your AC) for the test before they move to the next step of building and testing in production.

In Production column:

  1. When you’ve approved your task in Sandbox, your AC will move your task card to the ‘IN PRODUCTION’ column.
      1. You will see the green tag ‘Your Approval Needed’. This will indicate it’s time for you to look at the task.
  2. Our SF team will begin building out your request in Sandbox, unless specified otherwise.
      1. A gray tag of ‘Building and Testing your Asset’ will be applied to your task card.
  3. The testing in Production for your request will also happen in this stage.
  4. When your test is ready for your review and approval:
      1. Your AC will tag you in the card with an update. They will pin this comment to the top of the task and you will see it highlighted in yellow.
      2. You will also see the green tag ‘Your Approval Needed’. This will indicate it’s time for you to look at the task

For Your Final Review column:

  1. When your task is complete, your AC will move your task to the ‘FOR YOUR FINAL REVIEW’ column for your final review and approval:
      1. Your AC will tag you in the card with an update. They will pin this comment to the top of the task, and you will see it highlighted in yellow.
      2. You will also see the green tag ‘Your Approval Needed’. This will indicate it’s time for you to look at the task.
  2. At this final stage, your AC again will need your written confirmation (or verbal confirmation via a call with your AC) about the product in production, before they close out the task and open a new one.
  3. If there are any last minute edits required, your AC will apply a gray tag of ‘Revising Your Asset’ and move your task back to the ‘In Production’ column. Your task may also be moved back to ‘In Sandbox’, if needed.
      1. Once edits are ready and ready for your review/approval, you will also see the green tag ‘Your Approval Needed’ on the task.

Accomplished column:

  1. When a task is complete, it will be moved to the ‘Accomplished’ column. 
  2. You can always refer to this column to view finished projects. 
  3. Old projects must not be reopened. Instead, if there are any updates or edits needed, please create a new task in the ‘Build Your Task’ column.

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SALESLABX PRocess TimeLine

Below we have listed our average timelines for task requests. These can vary based on the complexity of the task. For example, more custom requests will require a longer time. Your AC will keep you updated on timelines via the Asana task card, and you can always reach out to your AC to get a more accurate estimate for your task.

Pardot Tasks

  • Email First Draft Design – Up to 2 business days
  • Email Revisions – Up to 1 business day (If revision is requested before 12pm CT you will get your edit back the same day)
  • Email Production – 1 business day
  • Email Sending/Publishing – 1 business day
  • Landing Page First Draft Design – Up to 2 business days
  • Landing Page Revisions – Up to 1 business day (If revision is requested before 12pm CT you will get your edit back the same day)
  • Landing Page Production – Up to 1 business day
  • Email Performance Report – Approximately 2 business days (dependent on the complexity and quantity)
  • Audits – Up to 5 business days (depending on complexity and scope)
  • Engagement Studios – Up to 2 business days
  • Create a Segmented List – Up to 1 business day
  • Create a Custom Redirect – Up to 1 business day
  • Import a List – Approximately 1 business day (depending on if the list needs to be deduped or cleaned first)
  • Create a Pardot Form – Up to 1 business day (depending on the complexity of the form and if custom fields need to be created)
  • Create a Custom Field – Up to 1 business day
     

Salesforce Tasks

  • General Reports – Approx. 1 business day (dependent on the complexity and quantity)
  • Custom Reports – Approx. 1-2 business days (dependent on the complexity and quantity)
  • Adding a new user – Approx. 1 business day
  • Third party integrations – Approx. 4-5 business days
  • Adding a new field – Approx. 1 business day
  • Editing a page layout – Approx. 1 business day
  • Updating dashboards – Approx. 2-3 business days
  • Creating new profiles or roles – Approx. 1-2 business days
  • Creating custom objects – Approx. 3-4 business days (dependent on the complexity and quantity)
  • Any task requiring out-of-the box building or Apex Code – Will vary based on the complexity of the request

Animation Tasks

This is a very simple animation or gif that uses already existing components to create a design.

Some examples could be:

A short screen recording showing a website in a Monitor or mobile device.

An icon or simple graphic animated.

A countdown clock.

  • Timeline Requirements – up to 1 business day (depending on the complexity)
  • Revisions – up to 1 business day (depending on complexity)
This is a simple animation or gif that uses already existing components combined with customized components to create a design.

Some examples could be:

A header image that we add movement to.

A graphic we updated with client’s branding and added movement to.

  • Timeline Requirements – up to 2 business days (depending on complexity)
  • Revisions – up to 1 business day (depending on complexity)
This is a fully custom animation, usually a complex one with many moving pieces.

Some examples could be:

An animated logo! Here is an example of a fully custom animated logo that our partner Rapid Recon created.

A header image animated with lots of components. This type of animation is considered fully custom due to having to animate each clover individually and creating all of the components from scratch.

A complex social media post.

  • Timeline Requirements – These types of animations need big lead times (most range between 3 days to a week or more depending on complexity)
  • Revisions up to 2 business days (depending on complexity). Get with your Account Coordinator if you need help estimating a timeline for your animation.

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Pro Tip: Want to speed up the revision process for your Design asset?

Consolidate multiple bits of feedback into one set of revisions. Each set of revisions will have the same turnaround time whether you request a single text update or a total overhaul, so asking for one change at a time can really drag things out. The best way to ask for everything you need at once is to thoroughly scan the proof from top to bottom, commenting on each change you’d like to see as you go. Once you’re sure you’ve addressed everything, then submit your request to have all the updates completed at once.

OUR MOST COMMONLY REQUESTED TASKS

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FAQS

A task is any request that needs to be executed by our team. It can be as small as creating a Tag in Pardot or building out a complex automation in Salesforce.

  • Any task that is in progress or being worked on by the SLX team. Tasks that are under the Build Your Task column, Waiting in Queue column, or have a status of On Hold do not count towards the limit. 
  • We do this to ensure all partners receive an equal amount of resources, without any one account monopolizing our teams. If you need more tasks, you may upgrade your account to have an additional 3 concurrent tasks with a longer contract term. Please reach out to your Account Coordinator if you are interested in upgrading.

No, they will not! If you have a priority, let your AC know and we can put a current task on hold to work on that new task.

A task is under the Design stage when it involves our creative team building out a design proof for an email, landing page, graphic image, etc. Read more here [anchor to Design Stage explanation section].

  • For design tasks: This is when our team takes your approved design proof and builds it out in Pardot. Your asset also goes through our QA (quality assurance) process and testing.
  • For non-design tasks: Your asset will be built and tested here as well.
  • This stage also involves building your asset in the platform and testing it on popular desktop/mobile platforms.

Non-design tasks will skip the Design stage and go directly to the Build and Test stage.

When you see this status (at any stage), it means that we need your review and written or verbal confirmation to move forward to the next step.

If you need more tasks, we offer an upgrade option to add 3 additional concurrent tasks, with a longer contract term. Please reach out to your Account Coordinator if you are interested in upgrading.

There’s no need to add deadlines to the parent card on Asana. Your Account Coordinator will add/adjust the time based on updates from our team. If you have a specific deadline for a task, please it post in the task comments or inform your AC in your weekly check-in.

Your Account Coordinator is there to help with this and will handle these for you. We want to keep your engagement with Asana as simple and easy as possible! The only time you need to move a task card on the board is from the‘Build Your Task’ stage to the ‘Waiting in Queue’ stage. This happens when you’re done building your task and are ready for your AC to review it!

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