Style Guide
Article Types
This page goes over how to format each article type through Salesforce.
Current Issues
Title
Title format should be issue name, date.
Solution
A detailed description of the solution to the issue. This may be updated after the page has been published.
Publishing Date
Choose the date that you wish to have the page published on. This date must be a future or current date.
Word Track
If applicable, a word track for agents to use when speaking with members will be placed here.
Troubleshooting
This section contains a basic outline of the problem. Photos may be included here to provide more context to the situation.
Updates
Any other updates to the current issue may be written here after the page has been published.
General Articles
Instructions
Publishing Date
Choose the date that you wish to have the page published on. This date must be a future or current date.
This is only necessary if the page needs to be published at a later date.
Main Body
This is where the primary subject matter will be written.
Related Articles (Drop-downs)
These can be placed in the corresponding section via the “Dropdown Body” beneath the “Main Body.”
These can be added by clicking the “Insert a Smart Link” button. Type the name of the article in the “Search Article” box.
Click on the correct article (make sure the article type is Related Article) and then click “OK.” Make Sure to write the article name in the “Dropdown Header” section.
Formatting
There are several different ways to format general pages depending on what information the page contains.
Information Pages
Process Pages
Main Body
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Vital information.
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Tables, photos, videos and word tracks may be utilized on the main body.
Drop-downs
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Any supplementary or sub-categorical information should be placed in Smart Article drop-downs at the bottom of the page.
Main Body
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General summary the process and what it accomplishes.
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May include any links to information pages related to the process subject.
Drop-downs
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Each Smart Article should only contain one process.
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The titles of each Smart Article should be clearly stated as a part of the general subject with a dash preceding the title of the actual process being outlined (ex. CRM - Creating an LRP Template).
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To avoid redundancy, exclude the general subject from the drop-down header (ex. Creating an LRP Template).
Product Pages
When creating product page, any information that is not applicable for the product should be kept blank.
Product
Click on the search button next to the box and find the product that you are creating the page for.
Servings Per Bottle
Amount of servings per bottle. This does not mean amount of drops per bottle of oil.
Product Type
Choose single, bundle, or collection.
Does Not Contain
Any allergen information about what the supplement does not contain.
Serving Size
The serving size should be number of capsules, beadlets, drops, etc. that should be taken at once.
SKU
The product SKU to be used in DataTrax and CRM should be placed here.
Inventory
If the item is out of stock, on hold MFG, or past backorder, it should be indicated here.
Headers
These will show up as drop downs on product pages. Fill out the needed information in these fields. See more on page 31.
Main Body
Information about the product and its properties will be written here.
Related Articles
This is where any additional Smart Articles will be placed. They will show up below the “Headers” drop downs.
Directions for Use
Any directions on how to use the product will be written here.
FAQs
FAQs should be placed in a separate drop-down if any are placed on the page.
Formatting
There are different kinds of product pages that require different formatting.
Single Oil/Blend Pages
Main Body
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The top of the page should include a photo of the oil.
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To the right of the photo, the item SKU, size, PV, Retail price and Wholesale price should be listed.
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If the product is sold out or has a launch date, this should be stated in red text directly underneath the wholesale price.
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Directions for use should be “Header 3.” Application, Skin Sensitivity, Diffuser Use, Topical, and Internal Use should be listed underneath with the titles bolded and a colon preceding.
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A description of the oil can be put underneath the photo. The header of this section should be “Header 2” with the plant name instead of the oil name as the title.
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For Blend pages, a description of the oil should be underneath the photo. The header of this section should be “Header 2” with the blend description written on the bottle as title.
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Underneath the oil description, there should be an invisible table outlining specific components of the oil. This should contain Plant Part, Source Origin, Extraction Method, Aromatic Description, Pronunciation (if applicable), Main Chemical Components, Launch Year, and Name Change (if applicable).
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As a part of this table, helpful links should be in the right column, “Header 4” and bolded. This should include the dōTERRA.com link, essential oils FAQs, and any other applicable external and internal links specific to the oil.
Key Benefits
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Invisible table containing Complaint Claims and Do Not Say list. Compliant Claims should be linked to the approved claims list on dōTERRA. com and have a bullet pointed list with the approved claims.
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Do Not Say should consist of “hot words” or FDA unapproved claims. This should be in a list instead of a bullet point. Different categories should be separated by a hard return. This column should be 250 width.
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Other Claims listed below the table. Headers should be “Header 4” and bolded.
Complementary Products
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This should be in an invisible table, formatted as a “breaking up small subsections” table.
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Products that contain [corresponding product]
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Aromatic Overview
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Blending
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Complementary Products
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Kits that include [corresponding product]
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Create a list of kits the product is included in, organized by SKU, Kit Name, Size, Retail and Wholesale price, and PV. Headers should be “Normal” and bolded.
LTO Rules (if it is an LTO item)
Upsell Tips
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Tips should be in a bullet pointed list.
Other Resources
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Create a list of links to applicable pages, usually on dōTERRA.com.
Videos (if applicable)
FAQs
Supplement/Drop/Personal Care Pages
Main Body
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The top of the page should include a photo of the supplement or drop.
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To the right of the photo, the item SKU, size, PV, Retail price and Wholesale price should be listed.
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For Supplement pages, there will be a green box detailing the Serving Size, Servings per bottle, and a “Does Not Contain” list of allergenic ingredients. All the ingredients in the “Does Not Contain” list should be capitalized. This should be copy-paste from the bottle.
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If the product is sold out or has a launch date, this should be stated in red text directly underneath the wholesale price.
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Directions for use should be “Header 3.” Dosage amount should be listed below this header.
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A description of the supplement/drop should be underneath the photo. The header of this section should be “Header 2” with the product type listed below the supplement logo on the bottle as the header (ex. Polyphenol Complex, Cellular Vitality Complex, Protecting Throat Drops, Digestive Drops, etc.).
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Underneath the description, there should be an invisible table outlining the Price Per Capsule/ Drop/ Tablet/ Softgel/ Sachet/ Serving, and the Launch Year. If the product is an oil softgel, add “Drops of Oil Per Softgel” information. If the product is a personal product, exclude the “price per” section.
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As a part of this table, helpful links should be in the right column, with the title “Header 4” and bolded. This should include the dōTERRA.com link, a link to essential oils FAQs, and any other links specific to the oil.
Drop-downs
Full Ingredients
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A photo of the supplement facts should be on the left of the drop-down.
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To the right of the photo, the supplement facts found on the photo should be listed in plain text.
Key Benefits
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Invisible table containing Complaint Claims and Do Not Say list.
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Compliant Claims should be linked to the approved claims list on dōTERRA.com and have a bullet pointed list with the approved claims.
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Do Not Say should consist of “hot words” or FDA unapproved claims. This should be in a list instead of a bullet point. Different categories should be separated by a hard return. This column should be 250 width.
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Other Claims listed below the table.
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Headers should be “Header 4” and bolded.
Complementary Products
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Written in list format, organized by property. Titles of each property should be bolded with a colon following.
Kits that include [corresponding product]
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Create a list of kits the product is included in, organized by SKU, Kit Name, Size, Retail, Wholesale, and PV. Headers should be “Normal” and bolded.
LTO Rules (if it is an LTO item)
Upsell Tips
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Tips should be in a bullet pointed list.
Videos (if applicable)
FAQs
Kit Pages
Main Body
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Include a photo of the supplement or drop at the top of the page.
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To the right of the photo, list the item SKU, PV, Retail price, and Wholesale price.
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If the product is sold out or has a launch date, state it in red text directly below the wholesale price.
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Kit contents
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Include a description of the supplement/drop below the photo. Make the header of this section “Header 2” with the product type listed below the supplement logo as the header (ex. Polyphenol Complex, Cellular Vitality Complex, Protecting Throat Drops, Digestive Drops, etc.).
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PIP
Drop-downs
Updates (if applicable)
Upsell Tips
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Place these in a bullet point list.
Videos (if applicable)
Diffuser Pages
Main Body
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Place a photo of the diffuser at the top of the page.
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List the item SKU, PV, Retail price and Wholesale price to the right of the photo.
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If the product is sold out or has a launch date, state it in red text directly underneath the wholesale price.
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Use “Header 3” for Directions of Use
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Use “Header 2” to write the full diffuser name, then write a description of the diffuser beneath the photo.
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Underneath the diffuser description, create an invisible table outlining specific components of the diffuser. Be sure to include the Coverage, Manufacturer, Voltage, Warranty, Cord Specs, Output, and Launch Year. Each of these should be bolded with a colon proceeding the description.
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As a part of this table, list helpful links in the right column in “Header 4” and bold. Include the dōTERRA.com link, and any other links specific to the diffuser.
Drop-downs
Diffuser Features
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This should be a bullet pointed list detailing the diffuser’s unique features. This is may include but is not limited to, information related to diffuser dimensions, mist output, and square foot mist coverage.
Maintenance and Troubleshooting
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Cleaning and Maintenance should be “Header 3” with a numerical list outlining how to clean and maintain the diffuser beneath.
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Safety should also be “Header 3” with a bullet pointed list outlining any safety guidelines associated with the diffuser.
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Troubleshooting should be “Header 3” with a visible table beneath outlining troubleshooting steps. This should include Problem, Possible Cause, and Solution. These should be “Header 4” and bolded at the top of the column. Each row of the table should contain one problem, with possible causes and solutions. There should not be any more rows than problems. Causes and solutions should be put in numerical lists.
Replacements and Returns
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“Official 1-year Limited Warranty” should be “Header 3.” dōTERRA’s official warranty should be listed below.
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Replacing and Repairing should also be “Header 3” with the proper information listed in a paragraph format below.
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Returning a Diffuser should be “Header 3” with dōTERRA’s return policy and instructions below.
Kits that include [diffuser name] (if applicable)
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Create a list of kits the product is included in, organized by SKU, Kit Name, Size, Retail, Wholesale, and PV. Headers should be “Normal” and bolded.
LTO Rules (if it is an LTO item)
Upsell Tips
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Tips should be in a bullet pointed list.
Other Functions (Elephant Diffuser Music/Power)
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A list of functions specific to the diffuser on the page.
Videos (if applicable)
FAQs
Miscellaneous Product Pages
There are product pages that do not necessarily fall under a category and are not uniform with other product pages. These are formatted based on specific needs based on dōTERRA’s marketing needs. Products like this can include but are not limited to, Business Products (Class in a Box, Living Magazine, Cap Stickers, Storage boxes etc.), Accessories, and Swag items.
When creating these pages, utilize the basic principles used when creating General Articles and maintain the style that has been described thus far.
Promotional Pages
When creating promotions page, any information that is not applicable for the product should be kept blank.
SKU, Start, End, Qualifying Markets
These boxes need to be filled in accordingly with the corresponding information. If there is a box that does not apply, it should be left blank. This information will appear in the box on the left-hand side of the page.
Contact Info Internal/External
Contact information for agents to use as a resource should be posted here. This information will appear in the box on the left-hand side of the page.
Type, Color
This information should be filled out accordingly as it gauges the coloring of the promotion boxes on the homepage of the Knowledge Base.
Main Body
All vital information about the promotion will be written in this field.
Is Current
Check this box if the Promotion is current. Once the Promotion is over, this box should be unchecked.
Related Articles (Dropdowns)
Any relevant Smart Articles and FAQs will be linked in these fields.
Formatting
There are different kinds of promotions that merit different formats.
Product of the Month Pages
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Use “Header 2” to write the plant name or blend, then write the description of the oil or blend below.
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List the Size, PV, Retail, and Wholesale prices in their same format as on the corresponding product page.
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Write the Directions for Use in “Header 3” below the oil description, with the Application, Skin Sensitivity, Diffusion, Internal, and Topical use outlined.
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To the right of this information, there will be a table with general information outlines. Fill in SKU, Start, End, and Qualifying Markets.
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A table for Contact Info is underneath the general information. This includes External and Internal.
200 PV Promotions Pages
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The Summary should contain a basic description of the 200 PV promotion.
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To the right of this information will be a table with general information outlines. Fill in the SKU, Start Date, End Date, and Qualifying Markets.
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Underneath that table will be a table for Contact Info. Include the External and Internal contact information here. If there is no External Information, write N/A in this space.
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Other Processes (if applicable). These can include website instructions or other bits of information specific to the corresponding promotion.
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FAQs should be in dropdown format.
BOGO Pages
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The Summary should contain a basic description of the BOGO promotion.
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To the right of this information will be a table with general information outlines. This should include SKU, Start Date, End Date, and Qualifying Markets.
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Underneath that table is a table for Contact Info. This will include External and Internal contact information. If there is no External Information, write N/A in this space.
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Below the summary, there should be a video link that can be sent to members via email. “Video” should be written in “Header 3.”
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Rules and Qualifications should then be listed with the title in “Header 3.” This should be written as a bullet pointed list.
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Below this should be a visible table containing photos of each BOGO day and their corresponding items. The title of each day should be bolded.
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A section dedicated to exceptions.
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Any other specific information regarding points, PV, etc., will be listed after.
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FAQs should be in a dropdown format.
Convention and Event Pages
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Convention and events pages are updated each year according to dōTERRA’s needs. They will follow basic formatting guidelines. When creating convention pages, utilize the basic principles used when creating General Articles.
Related Articles
Related articles are condensed articles that are placed at the bottom of General Articles in drop-downs.
They serve as a simple and searchable bit of information on General Articles, effectively making Knowledge Base pages more user friendly and aesthetically pleasing.
These should always be organized by most to least relevant, followed by any videos that may apply, and then FAQs.
Instructions
Short Articles
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Short Articles (Smart Articles) are the most common type of Related Article on the Knowledge Base. These are used to break up information into specific subsections on any given topic.
Videos
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Videos are an option to place in a drop-down, however they are not required. These should complement any other information that a Related Article may contain.
FAQ Drop-downs
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FAQs should be in Smart Article format so that they can be searched on the Knowledge Base, as well as located on the corresponding pages.
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Avoid overuse; the fewer FAQs on a page, the better. Format FAQs as individual FAQ articles, and link them to the bottom of the page under the FAQ smart article drop-down.