Through the Yext platform, you can choose to send a single invite to generate a 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 a Review Generation URL. If you prefer to do this using an SFTP, you can 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 email or SMS.
- 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.