Advanced Review Monitoring | Yext Hitchhikers Platform
What You’ll Learn
In this section, you will learn:
- How to apply an advanced filter
- How to create a review notification
- Common filtering and notification use cases
- How to manage reviews that have been deleted off of 3rd party sites
How to Apply an Advanced Filter
Like the basic filtering options in the last unit, advanced filters are a way to easily view a subset of reviews that match specific criteria. Advanced filter options allow for filtering based on more in-depth information than the basic filtering options.
There are a number of advanced filters to choose from:
- Author Email: The email address of the person who left the review
- Author Name: The name of the person who left the review
- Awaiting Response: Whether or not the review has been responded to in Yext, which you’ll learn about in the Review Response unit
- Date: The date the review or one of its comments was last updated
- Flagged: Whether the review has been flagged as inappropriate, which you’ll learn about in the Common Review Label Use Cases module
- Generated: Whether the review came from the Review Generation functionality in Yext, which you’ll learn about in the Review Generation module
- Languages: The language the review is in, determined by Sentiment Analysis
- Recommendation: “Recommended” or “Not Recommended” (this only applies to Facebook Recommendations)
- Responses: The number of responses to the review
- Review Content: Specific words or phrases included in the review
- Review ID: A unique identification number for each review
- Sentiment Keywords: Whether a review contains keywords in a Sentiment Analysis collection, which you’ll learn about in the Sentiment Analysis module
- Sentiment Modifiers: Another part of Sentiment Analysis collections
- Update Status: Whether or not a review has ever been updated, or updated since its last response
To begin using advanced filters, navigate to Reviews > Monitoring in the navigation bar, and click the Add Filter button at the top of the page.
- A menu will expand with the available filters. At the top will be Default Filters (the basic filters covered in the last unit). Below that, click on the + Add Filter drop-down menu and select the advanced filters you would like to apply.
- Enter any additional selectors based on your chosen filter (e.g. “contains”/“does not contain”, specific keywords or options that you’d like to filter for, etc.)
- To add additional filters, click the + Add Filter drop-down again. (Remember, applying multiple filters will only show reviews that satisfy all criteria).
- Click Apply Filter.
How to Create a Review Notification
Review Notifications are used to notify you (and other Yext users or collaborators) of reviews that have been pulled into the Yext platform and satisfy specific criteria.
There are two ways to create a review notification:
Option 1: Manage Notifications
- Navigate to Account Settings or click on the bell button above the reviews section and select Manage Notifications.
- If you do not yet have any notifications created, click on Create a new notification in the middle of the screen. If you have already created notifications, you’ll see a Create New Notification button in the upper right corner.
- Select Reviews.
- Select whether you would like this notification to apply to only new reviews matching your chosen criteria, or if you would also like it to apply to new updates on existing reviews, or new or updated Facebook comments.
- Add criteria using the same steps above that you would to apply an advanced filter. Click the Add Filter drop-down that appears and select your filters. Next, choose any additional selectors (e.g., contains, is equal to, etc.), and enter any specific search criteria.
- Click Next.
- Select the format to receive the reviews in. You can choose to have the reviews delivered directly in an email, attached in a spreadsheet, or both. You can also choose to have the reviews put directly into the email if there are fewer than a certain number of reviews in a notification (choose from 25, 50, or 100), but have them put into a spreadsheet if there are more than that number of reviews.
- Next, choose the frequency you would like to receive the notification emails. You can choose: As the reviews or updates come, Daily, Weekly, Bi-Weekly, or Monthly.
- If you choose Weekly, Bi-Weekly, or Monthly, select the day of the week or month you would like to receive the notifications.
- Select the recipients of the notification. You can choose: Myself, All Users, Specific User Roles, or Specific Users and/or Email Addresses.
- Review the notification email content. You can choose to keep the default content or customize it. (Note that the default email content will be automatically translated to the recipient’s language, but custom email content will not.)
- Set an internal name for the notification.
- Click Save Notification.
Option 2: Create a Notification from an Advanced Filter
- Create an advanced filter using the steps at the beginning of the unit.
- After applying the filter, click the three dots on the far right of the filter bar at the top of the screen. Then, click Notify me of all reviews like these.
- A New Notification modal will appear. Follow the same steps as Option 1 above to complete the notification.
Common Review Filtering and Notification Use Cases
Review filters and notifications will vary depending on your organization’s goals. Below are some examples of common use cases to start with:
- Reviews with ratings less than or equal to three stars
- Reviews with Review Content that contains [Keyword]
- Reviews are on any Sites of Google, Facebook, or Yelp
- Reviews Awaiting Response
- Reviews Awaiting Response where Date is on or before [Date]
- Reviews with ratings less than or equal to 3 stars AND Sentiment Keywords contain [Keywords]
- Reviews that have been Updated Since Last Response
- New Generated Reviews
Clicking on the More Actions button above the reviews table reveals a few additional options:
- Export: Export reviews as a CSV or Excel file (Note: Some publishers are not supported)
- Email: Email selected reviews to any email address (Note: Must select one or more review from the table using the checkboxes)
- Respond: Respond to the selected review (Note: Must select one review from the table using the checkboxes)
- Flag: Flag first-party reviews (more on this in the Review Generation module )
- Manage Review Labels: Manage review labels in bulk (more on this in the Review Labels module
Deleting Third-Party Reviews from Yext
Users can delete individual third-party reviews from the Yext platform by clicking on the drop-down button to the right of a review and clicking Delete. This does not delete reviews from the publisher; if the review still exists on the publisher site, it will be pulled back into the Yext platform on the next sync with the publisher.
Deleted Review Behavior
Consumers often delete reviews that they had previously posted on a publisher listing. Yext can automatically determine which reviews have been deleted from publishers and mark the Status of those reviews as Removed in the platform. You can then determine whether you would like to keep deleted reviews in Yext with a “Removed” status, or have them permanently deleted from the platform.
To manage behavior of deleted reviews, go to Account Settings at the bottom of the sidebar and click Compliance.
On the Compliance screen, hover over the Removed Review Behavior section, click the pencil icon, and choose from the available options.