SOP: Site Launch Protocol

Site launch procedure

The protocol to launch a site in #new-site-launch

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Quick links

• Admin > Sites

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Launch Protocol

1) Create the site (Admin > Sites)

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

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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)

• 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