Through the Yext platform, you can choose to send a single invite to generate a first party review from a specific customer, or multiple invites to generate them from a larger audience. You can also generate first party reviews outside of the Yext platform by using the Review Generation URL. If you prefer to do this using an SFTP, you see the steps in Add and Manage an SFTP Server Connection for Review Generation.
Note: A valid Review Generation Privacy Policy URL must be added to your account in order to send review invitations. For more information, see Add Review Generation Privacy Policy Link.
To send a single review invite:
- Click Reviews in the navigation bar and click Generation.
- Click Send Invites.
- Click Send Single invite.
- Select your desired entity from the drop-down menu.
- Enter the customer’s contact information. You can choose to send the invite via SMS or email.
- Select your desired invite template from the drop-down menu.
- For more information on creating a custom review generation template, see Configure Review Generation Templates.
- If applicable, select your desired invite language.
- Note: This is only available for default email templates.
- Click on the Send Invite button.
For information on how to add first party reviews to your website, visit Create a Reviews Widget.
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