Module Assessment | Yext Hitchhikers Platform
Marty Morris loves Reviews now! Great job proving value!
He wants to start generating reviews but wants to see an example before we start sending out to customers. He really likes the Cartographer email template. You’ll send a single invitation and submit a review so you can show him the full flow.
He also wants to feature the generation URLs in some in-restaurant billboards so you want to be sure to send him a file with the review generation URLs.
On the Entities screen, filter to the entities with the label “Reviews Challenge” (should be 5 restaurant entities).
Select the 5 entities and click on More Actions > Add Services.
Go through the Add Services flow to add Reviews service to your account. You must have Reviews licenses assigned in order to use Reviews features.
- In Product Selection, choose Subscriptions and click Continue
- Check off the box next to the License Pack in the account and click Continue
- Review the Summary to make sure you are assigning the license pack to 5 entities and click Submit
- Click Return to Content
If you don’t see “Reviews” in the navigation bar, go to Account Settings > Personal Settings and click on the Clear Cache button in the top right of the screen.
- Go to Reviews > Generation > Settings
Navigate to Reviews > Generation > Send Invites.
Click on the “Send Single invite” option.
Send yourself a single invitation.
- Select the location at 1313 S. 1st Street, Austin, TX (Entity ID 1)
- Enter your Title, First Name, Last Name
- Enter your email address
- Select the “Cartographer” email template
- Choose your preferred language
Find the email in your inbox (it may take a minute or two). Click the button to “Submit a Review” so you can see what the experience is like for end consumers. Don’t see the email? It’s okay, this can happen especially depending on how strong your spam filter is as this is coming from our sandbox environment. Alternatively, you can go to the entity (ID 1) in Content and scroll down to the Review Generation URL. Open up that URL and post your review there.
Submit a review!
Navigate to Reviews > Response Approvals and see the review you left! Feel free to “Approve” the review to move it out of quarantine and respond if you’d like to see the full flow.
Finally, you need to export the review generation URLs for the relevant restaurants so you can use the URLs on different marketing materials. Navigate to Content. Filter to the entities with the “Reviews Challenge” label, select the entities and click on More Actions > Export Entities.