In-Platform Notifications (Preview Feature) | Yext Hitchhikers Platform

In-platform notifications provide real-time alerts for important account events, ensuring timely updates within the platform when users need them most. Now, from within the platform you can easily see everything you missed since the last time you logged in, or see what’s happening elsewhere in the platform in real-time.

Access In-Platform Notifications

Users who turn this feature on will see a bell icon in the sidebar of their account. Clicking on this bell icon will open the in-platform notification feed. If you have new notifications the bell will have a red alert indicator.

Clicking on the bell icon will open the in-platform notification panel.

This panel will always open to the Unread tab. From here you can toggle over to the All tab as needed.

Viewing and Interacting with Notifications

Each notification will appear as a line item in the panel.

Clicking on a single notification will open a new tab and bring you to the corresponding page for additional details. For example, clicking on an individual notification for a 3 star review will bring you to the Reviews tab in the platform, filtered down to that review so you can easily view or take action on it.

Below the notification line item you’ll see a timestamp and then a name like “Page Views Capacity Warning” or “Mid Level Reviews”.

This name is the name that you, or another user in the account, assigned to the notification in Notifications Settings when asked to Provide an internal name for this notification. You can see those names listed in the Notifciations table in Account Settings.

Grouped Notifications

Notifications will be grouped together in the feed view for ease of viewing.

Notifications are visually grouped according to the internal name assigned to them in the notification configuration settings (outlined in the table above).

For example, in the image below the business received 10 new 3 star reviews notifications. These notifications all pertain to the “Mid Level Reviews” notification, so they are all grouped.

This will be designated by a number in the top right corner of the corresponding product icon.

Clicking on this notification will expand the grouping so you can view each of the ten notifications individually.

This also means that if you have two notifications with the same criteria (for example, reviews greater than three stars), but with different names, they would be grouped separately, with the respective name visible under each.

Understanding Alerts

The red dot on the bell icon indicates that the user has one or more unread, unseen messages. Messages will be considered “seen” as soon as the panel is opened, regardless of whether the notifications are unread, and regardless of whether you scroll through the messages.

Once the panel is open, those messages within the panel will be considered “seen.” As such, if you have opened the panel since the most recent notification was received, you will not see the dot icon on the bell.

Seen is different than “read.” See below for details on alerts within the notification panel, and how to mark notifications as “read.”

Mark a Notification as ‘Read’

You can mark all notifications as read by clicking on the Mark all as read link in the top right corner of the panel.

To mark one notification as read, click on the red dot in the row of the notification.

To mark a group of notifications as Read, make sure the group is collapsed, then click on the red dot in the row of the notification group.

Empty States

Empty State on Unread Tab

If there are no unread notifications for a user within the last 30 days, the empty state on the Unread tab will look like this. If you click Click here this should open up the All tab in the panel.

Empty State on All Tab

If there are no read or unread notifications for the user within the last 30 days, the empty state on the All tab should look like this. The Click here link will open the Notifications page that you can also navigate to via Account Settings.

Setting up In-Platform Notifications

Currently, there is no separate flow for in-platform notifications. In the next release we intend to add a dedicated flow where you can set up and manage in-platform notifications.

With this feature, whenever you create a notification with the notification frequency of ‘as they come’ — that notification will be sent to the relevant user via email, and will display in the in-platform notification feed.

To create notifications, visit the Understand and Set up Notifications training unit.

Notification Support

We support all notifications set with the notification frequency of ‘as they come’ except for the following:

Listings

• Invalid Location Data Issues
• Location Verification Issues
• Publisher Credential Issues

Analytics

• Not Supported

Platform

• Usage Summary