How to use Content Capture – Yext Help

The Content Capture tool allows you to generate links that you can send to your clients so they can complete account setup tasks and make updates without having to log in.

Note: Content Capture is not intended for users with Yext login credentials. If a user is logged into Yext when completing a task via Content Capture, the task will be completed for all entities that user has access to.

To access the Content Capture tool, you must first add the Optimization Progress bar to your display.

Add Optimization Progress Bar to the Display

Partner Portal

This section does not apply to you. Proceed to the next section.

1. Click Content in the navigation bar and click Entities.

2. Click on the Columns button in the top right corner.

3. Select Optimization Progress from the list, then click Apply.

Generate Content Capture Links

Partner Portal

Navigate to the Customers tab in your portal and skip to step 2.

1. Click Content in the navigation bar and click Entities.

2. Click on the Optimization Progress bar next to the desired entity or customer.

3. Click on the checkbox next to the task you want your client to complete.

To select tasks in bulk: Select multiple checkboxes, or select the checkbox next to Tasks in the top left corner to select all.

4. Click on the Generate a Link button in the top left corner.

Note: When your client clicks on the link, they will see a branded page with the tasks you have selected for them. They can then click Optimize to complete each task.

To generate a link for a task that has already been completed, select the checkbox next to the desired task, then click on the Reset button at the top of the page and follow steps 3 and 4 above.

To add your branding to the Content Capture tool, visit White-label your account.