Yext New Client Setup

Create an entity by completing the required information

1. Add a new location/entity:

   1. Click Knowledge Graph in the navigation bar and click Entities.

   2. Click on the + Add Data button. A dialog box appears.

   3. Select the entity type you wish to add (e.g., Location, Healthcare Professional, Event, Restaurant, FAQ, Help Article, etc.).

      • This list will only display entity types you have enabled in your account. To enable more entity types in your account, see Enable Entity Types.

   4. Fill out all of the required information

   5. Click Save or Save & Add Another [Entity Type].

   6. Click on the new entity in the Knowledge Graph.

Set up the subscription for each location

1. On the Knowledge Graph for the location, you wish to add:

2. Click on the Add Services link on the right side of the page.

3. Select the Knowledge Engine Professional you wish to add and click Continue.

4. Click Place Request at the bottom of the page.

Add Optimization Progress Bar to the Display

This section does not apply to you. Proceed to the next section.

1. Click Knowledge Graph in the navigation bar and click Entities.

2. Click on the Columns button in the top right corner.

3. Select Optimization Progress from the list, then click Apply.

Generate Content Capture Links - Learn More

1. Click Knowledge Graph in the navigation bar and click Entities.

2. Click on the Optimization Progress bar next to the desired entity or customer.

3. Click on the checkbox next to the task you want your client to complete.

   1. To select tasks in bulk: Select multiple checkboxes, or select the checkbox next to Tasks in the top left corner to select all.

4. Click on the Generate a Link button in the top left corner.

   1. Note: When your client clicks on the link, they will see a branded page with the tasks you have selected for them. They can then click Optimize to complete each task.

      To generate a link for a task that has already been completed, select the checkbox next to the desired task, then click on the Reset button at the top of the page and follow steps 3 and 4 above.

Optimize Knowledge Graph information

Prepare for monthly optimization