For clients: ask your agency for something
Send a request with what you need, when you need it and how urgent it is.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
When you need something changed or added, send a request from your portal. It goes straight into your agency's task list with your date and urgency, so nothing gets lost in email.
By the end you can
- Send a request
- Choose the right urgency
- Follow a request
Screens used
- Portal, Request work
Steps
- 1
Open Request work
On: PortalIn your portal menu choose Request work. On a phone tap Requests in the bottom bar, then New request.
You should see: A form headed "What do you need?".
- 2
Say what you need
On: Portal, Request workWrite a short title, for example "Update the hero image on the homepage". In the larger box add anything that helps get it right first time: references, the exact text, brand notes.
You should see: Your request is described clearly.
- 3
Say when
On: Portal, Request workSet By when?. Your agency can propose a different date; you get an email if they do.
You should see: A date is set.
- 4
Choose the urgency
On: Portal, Request workUnder Urgency choose Low (whenever you get to it), Medium (normal), High (please prioritise) or Urgent, which asks the agency to stop other work for this.
You should see: One urgency is selected.
- 5
Send
On: Portal, Request workPress Submit request.
You should see: A confirmation, with Submit another and a link to your requests page.
Tips
- Keep Urgent for real emergencies, such as the website being down.
- One request per thing makes each easier to track.
Troubleshooting
- There is no Request work in your menu.
- Your agency has not switched requests on for this project. Ask them to, or send a message instead.
One row per shot, in the same order as the guide. Estimated length 1:59, recorded signed in as Client. Use made-up data only. How to record
Say: For clients: ask your agency for something. Send a request with what you need, when you need it and how urgent it is.
Hold until you see: Lesson title on screen for three seconds.
Say: In your portal menu choose Request work. On a phone tap Requests in the bottom bar, then New request.
Hold until you see: A form headed "What do you need?".
Say: Write a short title, for example "Update the hero image on the homepage". In the larger box add anything that helps get it right first time: references, the exact text, brand notes.
Hold until you see: Your request is described clearly.
Say: Set By when?. Your agency can propose a different date; you get an email if they do.
Hold until you see: A date is set.
Say: Under Urgency choose Low (whenever you get to it), Medium (normal), High (please prioritise) or Urgent, which asks the agency to stop other work for this.
Hold until you see: One urgency is selected.
Say: Press Submit request.
Hold until you see: A confirmation, with Submit another and a link to your requests page.
Say: That is for clients: ask your agency for something. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Mark it complete to keep your place in the course.
Related lessons
Read an article your agency wrote for you, then approve it for publishing or say what should change.
See what your agency is working on, what is waiting for you, and how your website is performing.
See what your agency is working on, what each service includes and when it renews, and where your own requests stand.