Information Verification
The first and most important step of check-ins is to verify the information we have in the knowledge graph is still accurate and as complete as we can make it.
Compare Information - You will need to open up each location associated with a client and check the information in the knowledge graph against your main source of client information, normally the website.
Fill Out Missing Information - You will also want to look for opportunities to fill in information gaps when possible such as social media photos, amenities, services, brands, or anything that is missing.
Duplicate Suppression
The second piece of a good check-in is to check the first two pages of Google for possible duplicate listings and submit them for suppression. While Yext automatically suppresses listings that meet the 2/3 rule for NAP (Name, Address, Phone) information, there are some cases where slight variations in information will slide under their radar and need to be submitted manually.
You will want to do a search for the full business address and go through the first two pages of Google and look for listings that don't fully match the information in the knowledge graph. To know if it is a true duplicate you can navigate to the specific listing in Yext and open it to compare.
If you find a duplicate you can submit it for manual suppression through the following steps:
Click Listings in the navigation bar and click Duplicate Suppression.
Click on the Submit a Duplicate button. A dialog box appears.
Note: If it’s your first time on this page, click the link in the center of the screen to start scanning for duplicate listings.
Select the entity you believe the listing is a duplicate of.
Click Next.
Select the publisher site that your duplicate listing is on.
Note: A duplicate can only be submitted for a publisher if you have a Synced listing on that publisher for the corresponding entity.
Click Next.
Enter the URL of the duplicate listing in the text box.
Click Submit.
Managing User Suggestions
Many listings allow users to make suggestions about the information on the listing. However, sometimes the information they provide is incorrect, not complete, and even malicious. As part of the ongoing management process, Yext provides an easy way to monitor, approve, and reject user suggestions. These are also time sensitive since they will auto-apply if left untouched for too long.
It is important to check the User Suggestions feed on a daily basis. This will also help to keep the list down and keep it from getting overwhelming.
To approve, reject, or reassign Suggestions:
Click Knowledge Graph in the navigation bar and click Suggestions.
Click on the Review button next to the desired Suggestion.
Take one of the following actions:
Approve
Click Approve to accept the Suggestion. Doing so will update the field in the Knowledge Graph and push the change to any endpoints you’re powering with Yext.
Note: If there are multiple suggestions on the same field, approving a suggestion will automatically reject the other existing suggestions on that field. To approve the suggestion, but preserve the other suggestions on that field, follow the steps to Approve Only below.
Approve Only
Click the drop-down button next to the Approve button, and select Approve Only to approve the suggestion and preserve any other suggestions that have also been made to this field.
Reject
Click Reject to reject the Suggestion. A dialog box appears. To include feedback, select one of the reasons provided or select the custom message option. Then click Reject.Managing Suggestions
As part of the ongoing management process, Uberall will scrape existing listings for additional information that can be added to the Uberall information. Managing these suggestions is an integral part of ongoing management.
During your normal quarterly checks be sure to check the “Suggestions” tab at the top of a location’s information page.
Once clicked it will show you a list of all the additional information the system found on other directories.
You will need to review each suggestion to evaluate whether or not the information is accurate to the business/ website.
When you have identified the information you want to have added to the information stored in Uberall you will click the “+“ across from the row you want to add.
Once you have selected all the fields you want to add, click the red “Confirm“ button at the bottom-right of the screen.
Documentation
During the course of the monthly optimization, you will want to make notes about changes made if any, as well as, any other action taken on a location-by-location basis. You will want to complete the below note in the customer card in Trello as a new comment each quarter.