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Module Assessment | Yext Hitchhikers Platform
Background
As the Turtlehead Tacos franchise is growing, they’re noticing that some issues with their business data are impacting customer experience. Since each restaurant location is managed independently, each manager is responsible for listing the business hours — but the corporate team doesn’t have a great process for them to follow, and restaurant management is a hectic business!
As a result, it’s not always clear which locations are open late. You know this will also become a problem when the Turtlehead team is ready to expand their website and search experience with Yext — those hours will need to be accurate in order to be discoverable.
To help the Turtlehead corporate team set up an easy process for restaurant managers to list location hours, you’ll first set up two saved filters to group Restaurant entities:
- Restaurants that don’t have any business hours set
- Restaurants that are open (so that if a location shuts down, it can be removed from Listings, Search, or Pages)
You also need to share the current list of restaurant locations without hours with the management team, and you also want to make sure that team members who may not be using Yext can get a regular list of these locations. To do this, you’ll export the current list of restaurants without hours, and you’ll set up a saved export configuration to send an automated monthly export by email.
Lastly, since the franchise is growing, it’s time to organize the restaurant entities in the Knowledge Graph. You have two tasks here:
- Create a folder structure to separate restaurant locations by region
- The marketing team wants to A/B test some webpage designs. Create and assign labels to identify the web design test groups for the marketing team.
Your Challenge
First, build your list of restaurant locations without hours. In Entity Search (Knowledge Graph > Entities), create a filter for all Restaurant entities that do not have a value for the Hours field. Save the filter with the name “Hours Data Check.”
Now, build the list of restaurants that are open and operating. Create a new saved filter for all Restaurant entities where the Closed field is set to No. Save this filter with the name “Open Restaurants.”
Export the list of current restaurants without hours. To start, click the funnel icon in the top right of Entity Search and apply your “Hours Data Check” saved filter. Select all entities in the filter, and then click the More Actions dropdown and select Export Entities.
- Not sure how to make sure all entities are selected? Click the checkbox at the top-left of the list of entities in the filter. You’ll see a dropdown at the top of the entities list with a checkbox and the number of current entities selected. Click on this and choose Select All in Active Filter.
Set up your entity export as follows:
- On the Basic Info tab, keep all the default settings and click Continue.
- On the Export Scheme tab, include these fields:
- Entity ID (included by default)
- Yext ID (included by default)
- Territory
- City (nested under Core Information > Address).
- Next to the City field, click the Actions dropdown and select Configure. Edit the Column Name to say “Restaurant City.” Click Close to save your change.
Click Continue to automatically download the export file. For the Export Name, enter “Restaurants without Hours Report” and click Save Export. Then, click Done to exit the export flow.
Now, set up your new saved export so that it’s automatically emailed to your team on a monthly basis. Go to Knowledge Graph > Configuration and click the Saved Entity Exports tile (under the Entity Management section.) Find the saved export you just created and click Edit.
- Click Edit on the Automated Delivery setting (under the Delivery Settings section).
- Choose Email from the Type dropdown menu.
- For the Email Address, enter the Turtlehead Tacos CEO’s email: “marty@turtleheadtacos.com”
- Enter this subject line: “Turtlehead Tacos Restaurants Missing Hours”
- Set the frequency to Monthly. The start date can be any date in the future, and the start time should be 9:00am Eastern (New York Time).
- Leave the “Ignore Empty File” option as-is and click Save.
Next, create your folder structure to organize Restaurant entities by region. Go to Knowledge Graph > Configuration and click the Folders tile (also under the Entity Management section) and click Create Initial Structure.
- Set the Structure Type to Entity Type Specific Folder Structure and click Save.
- Click the Structure section to edit. Under Restaurant, click the Add subfolder level dropdown and select Region.
- Click Preview to make sure that your folder structure looks right. Then, click Reorganize Folders and confirm your changes.
Now, you need to create the labels for the marketing team’s A/B testing. Go to Knowledge Graph > Configuration and click the Labels tile (also under the Entity Management section). Click Add Label in the upper right and create three new labels:
- Test Group 1
- Test Group 2
- Test Group 3
Randomly divide the existing Restaurant entities into test groups and assign a label to each group. Each group should contain 15-20 restaurant entities. You can do this in one of two ways:
- Select 15-20 entities at a time from Entity Search, and bulk edit them. Find the Labels field and apply a label. Repeat these steps to divide the remaining entities and apply the other two labels.
- Export all restaurant entities and download the export file. Add a column for Labels, assign the labels to groups of entities in the spreadsheet, and re-upload the file.
Submit your challenge for credit.
After successfully submitting your challenge, delete your saved export so that it doesn’t continue to send emails:
- Navigate to Knowledge Graph > Configuration > Saved Entity Exports
- Find the “Restaurants Without Hours Report” saved export you created. Click the dropdown arrow next to the Edit button and select Delete.
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