How to Navigate the Platform
What You’ll Learn
In this section, you will learn:
- How to navigate around the platform
- Common UI elements
- Common terms
Welcome to the Yext Platform
We’re glad you’ve decided to work with Yext! When you first login, your experience may vary a bit based on your account type, the products you’ve purchased, your user permissions or custom development that was done in your account. That’s okay! We’ve tried to make it so that certain patterns and UI elements are predictable enough that you should still be able to find your way around. And if not, you can always visit hitchhikers.yext.com or help.yext.com for assistance.
We organize our platform by product area and settings. You will see across the top we have our main product areas (or at least the ones you’ve purchased). We call this bar our “Top Navigation”.
Within each, there may be one or more sub-navigation options that allow you to see more detailed screens for a product.
For many product areas, you will see an “Overview Screen” when you click on the top navigation. This screen is designed to give you a quick synopsis of the health and activity of that product. If there are any to-dos, you should see those surfaced at the top, while analytics and insights might be below.
Much of the configuration and options for the products are accessible via Account Settings. You can access account settings by hovering over your name at the top right of the navigation and clicking on Account Settings.
The account settings will automatically drop you in your Personal Settings. On the left navigation, you can find the other setting screens organized by product area.
There are also a number of platform wide settings, which include:
- User Management - view, add and delete users
- Account Features - turn on/off additional account wide product features or release features during our early access periods
- Notifications - enable notifications across product areas like analytics, reviews, and listings
At the top right of the platform, you should see a link to the Yext Help Center. Click here to browse our help topics.
Can’t find what you’re looking for? Post a question in the Yext Community! You’ll receive an answer from the experts, including Yext Product Managers, Engineers, Support Specialists, and your peers.
In the bottom left corner, you should also see a floating question mark. This is another way you can reach us for help and find some additional guides that could be helpful for you on the page you’re on. Feel free to click the ? and explore!
Common UI Patterns
Many of the screens have common UI patterns. Here are a few that we think you should be familiar with.
Yext tables typically look like this:
These tables typically have the following features:
- If sorting is available, you can do so by clicking the column header
- You can filter by clicking on ‘Advanced Filter’ button
- You can search in the search box that should search any of the fields in the table results
- You can change the number of results (which typically defaults to 25) via a dropdown above the table
- In some tables, you can add additional columns by clicking on the Columns dropdown.
- Rows are selectable via checkboxes. You can select all by selecting the box at the top.
- The typical call to action buttons are at the top, usually under the label “More Actions” or “Select Actions”
- Rows are often clickable to drill into the record in the table
Yext has two primary filtering models that allow you to advanced filter:
Left navigation + in-table filtering: Here you can click on parameters in the left navigation to filter the results of the table quickly. If you have additional filters you’d like to apply, you can click the Advanced Filter button to add further filter criteria.
Top navigation filtering: We use this when we need more horizontal real estate on the screen. You can filter by clicking into each filter criteria at the top. This is typically used on Overview and Analytics screens, but not used as frequently with tables.
In most cases, when you click to filter to a single or set of entities you will see our Entity Picker. The entity picker is tabbed and allows you to add entities, folders or labels in a shopping-cart style.
When you are given options to pick one or more fields (to copy into a template, to add to an entity type, to export, and so on) you’ll see a tree-like option that allows you to pick a field or set of fields easily. In many cases, you can also search for fields.