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Step 1: Set Up Listings and Social
To utilize Social, listings need to be set up in your account. Below we will walk through what is required to launch listings so that you can start posting to them.
Set Up for New Customers
In order to leverage Social, you will need to complete the Listings implementation process.
Once the implementation process is complete and Listings are set up, continue to the Confirm Listings Sync section of this guide.
Set Up for Existing Listings Customers
Existing customers who have previously gone through the listings implementation process but need to set up additional publishers will need to work with Yext to complete the listings expansion process.
During the expansion process, Yext will:
- Link any additional accounts
- Create location entities in the Knowledge Graph
- Assign Listings Licenses
If listings are already set up or once the expansion process is complete, follow the steps below.
When location listings are fully launched, you will need to do the following:
Step 1: Add a brand entity (optional)
If you would like to post to your Facebook or Instagram brand pages, in addition to specific location pages, you will need to set up a Brand entity in the Knowledge Graph and configure it for social posting.
To learn more about creating a brand entity via the Brand Page vs. Location Page Posts documentation .
Step 2: Assign Social Licenses to location and brand entities
To create social posts, each location and brand entity must have the proper licenses assigned:
- Location entities: Listings and Social licenses
- Brand entities: Social license
The easiest way to assign licenses to an entity is through a feature called “Saved Filter License Assignment”. This allows you to automatically assign licenses to entities that meet a certain set of criteria.
You should create a saved filter that aligns with your criteria to enable locations to create social posts. We recommend adding a saved filter using a custom Yes/No field called “Live on Social” that dictates whether an entity should be subscribed to social.
For full details on this process, visit the Automatically Assign Licenses to Entities Using a Saved Filter help article .
Confirm Listings Sync is Complete
Once all relevant entities have been subscribed to Social, you can check that Listings are live by navigating to Listings > All Listings. In the table, the location entities should have the status “Synced” for all relevant publishers.