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Guide
Get Started with Review Generation
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Introduction
Introduction
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Completed 1
Step 1
Assign Licenses to Entities
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Step 2
Specify Sites to Collect Reviews on
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Step 3
Set Up Templates
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Step 4
Send Invites
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Step 5
Monitor Metrics and Optimize Strategy
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Step 6
(Optional) Publish Reviews to your Site
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Step 4: Send Invites

Now that you have set up the various pieces needed for review generation (licenses, review balancing algorithm, and templates), it’s time to go ahead and send review generation invites. At a high level, the ways you can send review generation invitations are:

  1. Send email/text invites in the platform
    1. Send a single invite
    2. Send invites in bulk via file upload
    3. Send invites in bulk via SFTP connection
  2. Send email/text invites via API
  3. Use the Review Balancing URL directly: include the link in emails, receipts, etc. (Note: These reviews will not be attributed to an invitation and will not count as a “generated” review.)
  4. Use a QR code: display the QR code in stores or on receipts

Single invitations are sent immediately upon submission, but you can schedule to send invites via file upload, SFTP connection, and API at a later time. To send invites in the platform, navigate to Reviews > Generation > Send Invites.

Check out the Review Generation SMS Availability doc for the list of countries we support text messages in.

Send a Single Invite

Send one-off invites through the platform. Select Send Single Invite on the Send Invites page. Check out the Send a Single Review Invite help article for instructions.

Send in Bulk via File Upload

Upload a spreadsheet containing the contact information of your recipients and the Entity ID of the entity to be reviewed. You can send invites via email and text message in the same upload.

The File Upload page on the Send Invites tab shows the columns needed for the spreadsheet. You can also download a sample template by clicking Download Template at the bottom of the page.

Check out the Send Multiple Review Invites help article for instructions.

Send in Bulk via SFTP Connection

Using an SFTP (Secure File Transfer Protocol) Server Connection for Review Generation, you can send review invitations from files hosted on your server over a secure connection. You must have a file on your server that follows the same template as the File Upload, including required columns for entityId, firstName, lastName, and contact.

Maximum Contact Frequency is a required setting for using SFTP server connections for review generation that prevents contacts from receiving duplicate invites. If the Maximum Contact Frequency setting is disabled, you must enable it in order to automatically or manually run any existing SFTP server connections.

Check out the Add and Manage an SFTP Server Connection for Review Generation help article for instructions.

Send via API

Many brands choose to leverage Yext review generation by integrating with another system, such as a point-of-sale system that tracks customers’ contact info. In this scenario, sometime after a customer transacts with a business, the business wants to send a review invitation automatically. Rather than exporting the customer data and uploading it through the Yext UI, the business could send a request to the Review Invitations: Create endpoint, which will trigger an invitation to be sent.

Use the Review Balancing URL Directly

You can also distribute the Review Balancing URL directly, outside of the Yext review generation templates. Keep in mind that reviews left by users using this link directly will not be attributed to an invitation. In other words, this will not count as a “generated” review as the user left the review of their own accord.

To use the review balancing URL directly, you’ll need to retrieve the URLs. You can either pull this by entity or in bulk. Keep in mind that this URL is unique per entity. Check out the Locate the Link to Generate Reviews help article for instructions on how to retrieve the URLs.

Once you have the URL, you can include it anywhere you interact with customers, such as through emails and on receipts.

Display QR Codes

QR codes allow users to display review invitation links in stores or on receipts, allowing customers to generate more reviews without a contact list or creating an integration. You can generate and download QR code image URLs for review invitation links.

To download QR codes, navigate to Reviews > Generation > Send Invites and click on Download QR Codes. From here, you can choose the entities and publishers you want QR codes for. Download the QR codes as a CSV and share the image URLs with location managers, who can then display the images.

QR codes do not regenerate each time you download them. They will always be the same for each entity-publisher combo.

When selecting the publishers you want to create QR codes for, you have the option to select the Review Balancing URL. This works the same way as if you use the direct link as we walked through above.

QR code downloads are only available to download in the platform and are not accessible via API.

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