Create a Saved Filter for Your Entities | Yext Hitchhikers Platform

What You’ll Learn

In this section, you will learn:

• Why a saved filter is important for launching listings
• Where to go to create a saved filter

Overview

The last step to get your entities ready to launch Listings is to create a saved filter to hold the entities you want to launch. A saved filter is a list of entities that automatically updates based on criteria that you set.

There are many use cases for saved filters. In Listings, they serve two purposes:

• Designating which entities should go live on listings
• Assigning licenses to entities in order to enable them to go live

The easiest way to assign licenses to entities is using saved filter license assignment. This allows you to automatically assign listings to any entities that meet a certain set of criteria, as opposed to assigning licenses manually.

Creating a Saved Filter

The criteria of your saved filter should align with your business’s requirements to push a listing live. For example, if you don’t want listings to go live until they have a description and a photo, you should add criteria to the saved filter that ensures that those two fields are populated.

For Listings, you should include the following required fields for Google and Facebook in your saved filter criteria:

• Google Linked Account
• Google Account ID
• Facebook Linked Account
• Facebook Parent Page ID (if you use Facebook parent pages)

Note

You can only launch listings for certain groups of locations at a time (for example, one brand, one country, one region, etc.) during the launch flow. If you plan to launch multiple groups of listings, choose one to start with, and create a saved filter for that group. Then, see the Launch New Locations in the Same Group section for steps to repeat the process with your other groups of listings.

For full instructions on how to set up a saved filter, follow the Automatically Assign Licenses to Entities Using a Saved Filter help article. Skip the final step (“Assign the saved filter to a license pack”), since you’ll do that during the Listings Launch flow.