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Review Generation Settings

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

Review Generation Settings and Managing First Party Reviews

In Yext’s Review Generation there are a number of settings that you can configure to match your goals when it comes to sending invitations.

These settings are accessible by navigating to Account Settings (hover over your username in the top right corner) and clicking on Review Generation in the sidebar.

Settings Options Notes
Email Invites 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.
Text Messages 0-20 per entity per day, 0-80 per entity per month There’s a global account limit to how many review text invites can go out per day. Use this to make sure that no single location uses up all of the resources.
Maximum Contact Frequency 7, 30, 60, 90 day periods 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.
Enable 1st Party Submission Pages Yes or No This gives you the ability to enable or disable the unique 1st Party Review webpage that customers can visit to leave you reviews.
Quarantine New 1st Party Reviews 0-7 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.
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.

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 Settings section of Account Settings.

Quarantine New First Party Reviews

One setting that is important to dig a little deeper into is the “Quarantine New 1st Party Reviews.” This allows you to choose a 0-7 day review quarantine period for all newly generated reviews; giving you and your team time to review or escalate a review internally before the review is published to your website.

A quarantine period is particularly important because since these are first-party reviews, they do not go through the same review process as third-party review on a publisher site.

New first-party reviews will be marked with a Quarantined status for the duration of the quarantine period you select (0-7 days). During this time, you can respond to the review if you want to engage with the consumer, or you can Flag the review.

If no action is needed, you can choose to publish a review sooner by clicking Approve, or wait for the quarantine to expire.

approve review

Flag Reviews: There is no screening comprehensive process like there may be on certain publisher sites. Once a customer leaves a first-party review, you have the ability to flag first party reviews that are unrelated to the location, or contain inappropriate content or spam. Reviews can be flagged during the quarantine period so that they never make it to your website.

flag dropdown

When flagging a review, you select from a list of guidelines that the review has violated. Members of the Yext team will then review the flag request, and either remove the review if it violates any of these guidelines, or they will reject the request if it is not in violation.

modal to flag a review

By leveraging the quarantine feature, this will become the lifecycle of your first party reviews:

first party review life cycle

unit Quiz
+20 points
    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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