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 - “Location”

   4. Fill out all of the required information

   5. Click Save or Save & Add Another [Location].

   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 - If you’ve completed this before, skip this step.

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.

[Need to confirm with Lance/Reina about what this process should be]

Optimize Knowledge Graph information

Since Google Business Profile is the main listing we will be optimizing our Knowledge Graph information around, referencing the Google Business Profile Optimization guide will help complete this step to the fullest.

• Here are some of the most important pieces to consider: 

  • Business Name, Phone, and Address - Consistency is key.  

  • Categories - Very important. See below for information about selecting good  

  • Business Description - Think homepage content. You want to capture what the business is, what they do, and anything that sets them apart.  

  • Business Hours - They need to be accurate and up-to-date. 

  • Attributes - These provide quick at-a-glance information about the business such as whether or not they have a wheelchair-accessible entrance or require masks.  

  • Advanced - These will normally require interaction with the client, as well as, their participation to make use of these features:  

    • Add Products and Services 

    • Generate and Answer Questions 

    • Add Photos

    • Review and Respond to Reviews 

    • Set Up Messaging

Prepare for monthly optimization