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Review Generation
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Unit 1
How Yext Helps You Optimize Review Generation
completed
Unit 2
Review Generation Templates
completed
Unit 3
Sending Review Generation Invitations
completed
Unit 4
Review Generation Settings
completed
Unit 5
Review Generation Metrics
completed
Unit 6
Review Generation Best Practices
completed
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Module Assessment
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Review Generation Settings | Yext Hitchhikers Platform

What You’ll Learn

In this section, you will learn:

  • Settings to optimize review generation invites
  • How to control contact frequency
  • How to use Yext’s first-party review quarantine

There are a number of Review Generation settings that you can configure to match your goals when it comes to sending invitations.

These settings are accessible by navigating to Reviews > Generation > Settings.

Algorithm Settings

Configure Algorithm

Add problems to address to customize the algorithm. None will be added by default, which will use the algorithm as is.

  • Your Website: Generate more first party reviews when a 1-star review is visible on the first page, that is, within the last five reviews.
  • Rating: Focus on selected sites that have a rating significantly below the location average.
  • Recency: Ensure each selected site has one review within the last month.

Balancing Algorithm

  • Optimize for reaching the target weighting distribution (default)
  • Optimize for more reviews (we will send users to sites they’re logged in)
  • Optimize for reaching the target weighting distribution, but only send users to sites they’re logged into

General Settings

Setting Detail Notes
Daily Email Invitation Limit 0-200 per entity per day There’s a global account limit to how many review email invites can go out per day. Use this to make sure that no single location uses up all of the resources.
Daily SMS Message Limit 0-20 per entity per day There’s a global account limit to how many review text messages can go out per month. Enter the maximum number of SMS messages that can be sent per entity per day to make sure that no single location uses up all of the resources. Note: Each photo and each text message up to 160 characters counts as a separate text message.
Monthly SMS Message Limit 0-80 per entity per month Like the daily SMS limit above, you can also set a maximum number of SMS messages per entity per month.
Maximum Contact Frequency Once, Once Every 7 Days, Once Every 30 Days, Once Every 60 Days, or Once Every 90 days
Applies to All Entities, Applies Per Entity		 Make sure that you do not contact a single customer more than once in a certain time period, even if they’ve triggered multiple invites. Selecting ‘Once’ will ensure that you will never send more than one review invitation to each customer. You can choose to apply this setting universally to all entities or make it specific to each entity.
Quarantine New First Party Reviews 0-120 days This gives you and your team time to review or escalate a review internally before they go live on your website / widget. You can choose to publish a review sooner than that, report as spam, or wait for the quarantine to expire. Check out the Advanced Review Monitoring unit to learn more.
First Party Review Collection Page Override First Party Review Page (name of field with custom URLs) The field whose URL to redirect invitations to if using a custom review collection page instead of a built-in review collection page. Make sure to populate the field with entity-specific collection page URLs on the relevant entities.
Require Invitations for First Party Reviews Enabled / Disabled If enabled, requests to submit reviews via API will only be accepted if an Invitation UID is included in the request body.

Note: Healthcare brands will also need to select their desired HIPAA setting. The options include omitting PHI in reviews or removing reviews with PHI completely. This setting can be found in the Compliance section of Account Settings.

Privacy Policy

Setting Detail Notes
Review Generation Privacy Policy Your own URL Enter your own privacy policy URL. This privacy policy URL will appear on the review generation request page for your consumers, in emails, etc.

unit Quiz
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    Error Success Question 1 of 3

    Which page should you navigate to in order to update Review Generation settings?

    Error Success Question 2 of 3

    True or False: In Review Generation Settings you can control how frequently you contact your customers.

    Error Success Question 3 of 3

    What is the maximum length of time you can quarantine a first-party review?

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