SOP: New Site Launch Protocol

 Launch Protocol

1) Create the site (Admin > Sites)

1. Go to Admin > Sites
2. Click ADD (top-right)

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Double check if Site is already live

1. In Admin > Sites Search the name of the project to confirm that the site didn’t get launched from the hubspot site creation tool
2. if site has been created you can place the site’s details (name & site_id) in the threads
3. Go ahead and fill in anything that was left blank on the project’s site settings

2) Site Details standards (field-by-field)

Name

• Use: PROJECT_NAME: CUSTOMER NAME

Location

• Copy Address Line 1 & 2 from the form, paste into Google, and confirm it’s an active address.
• Use abbreviated address terms where applicable (e.g., Rd not Road, Pkwy for Parkway, etc.).
• If the address doesn’t show up or looks incorrect:
  • Tag the submitter, ask them to confirm the address, and note what you found.

Timezone

• Auto-populates after the address is filled out.

Status

• Set to active

Slack Channel

• Must be lowercase
• Must start with site so channels populate correctly
• Naming convention:
  • site-customer_name-project_name

Parent Site

• Select a parent site only if the parent site is provided.

Sitemetric Customer (Company to Bill)

• Select the customer that matches the form.
• If the customer isn’t available:
  1. Go to Admin > Customer
  2. Click ADD
  3. Paste the new customer name (from the form)

Sitemetric Bot Messaging Service (SMS)

• In the New Site Form, check: utilizing_sitemetric_bot_messaging_service field
• If Yes:
  1. In Admin > Site, while you are still on the site information properties
     • In the SMS Number field for that project, click order number
• If the field isn’t allowing you to order a number:
  1. Confirm the company has a Tax ID number Admin > Company
     • If the Tax ID is missing, reach out to your lead (Arjay) before continuing
  2. In Admin > Customer, confirm the company is tied to the customer
  3. Click on order number

POC (Point of Contact)

<aside>
🚨

STOP — READ BEFORE SELECTING A POC. THESE REQUIREMENTS ARE NON-NEGOTIABLE.

1. The POC uses a WORKER, NOT a USER.
2. The Worker must have a status of APPROVED.
   • Same as users: if you cannot find a profile in the POC list, escalate to your Manager to correct.
3. The POC's Worker profile MUST meet ALL THREE of the following:
   • Company on the Worker profile = the customer's company
   • Email on the Worker profile = the customer's email domain
   • Phone number
4. USE THE POC FROM THE NEW SITE LAUNCH FORM. If needed, create a Worker profile in a test site before launch, or on the site post-launch.

⛔ IF ANY OF THESE CONFLICT, THE MESSAGING NUMBER WILL BE DENIED AND CANNOT BE RESUBMITTED.

</aside>

• Use the internal report: Sites - POCs
• The selected person must be from the customer
  • If it’s a new customer, you may use a Sitemetric internal contact
• The selected person must not already have 4 uses
• If all names have been used 4 times:
  1. Go to Admin > Users
  2. Search the customer’s email domain
  3. Choose a name not shown in the Sites - POCs report
  4. Confirm their company in Admin > Workers

Owner

• Paste the information from the Owner prompt on the form.
• If the owner isn’t available to select, leave blank.

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Post Launch Protocol

In #new-site-launch

• List out all channels for the project
  • Click show message for each (for reference)
• Copy the link to the New Site Form and post it in -ICOMM
• Tag the operations team in every channel
  • Click the add them prompt

Customer logo

• Add the customer’s logo in site settings Logos folder: https://www.dropbox.com/scl/fo/63h8215r0hesyd7it4g5l/AGXncPt3rwIFDdUG9NV1hHg?rlkey=kd0pqwumxzluw8oo2x7athao9&e=1&st=tgzvzj9c&dl=0

https://www.dropbox.com/scl/fo/koooyx23kz1hwnwt9nffe/ALEq-y1DBk51HlGXmf9_zY4?rlkey=lo959zvpg75e2hjf7hf1ej4tg&dl=0

Close-out

• Once done, check off the submission
• Final step: update the Product Line Billing SharePoint doc (add/verify the site + product line details): Platform Fees folder