Create a Knowledge Nudge – Yext Help

With the Yext Knowledge Assistant, you can make updates to your brand facts on the go, directly from your smartphone — without needing to log in. The Knowledge Assistant's Nudge capability also helps you source data from your field users.

Set up a Knowledge Nudge to alert the primary contact for each entity to add content to or update a particular field. You can send a one-time nudge with a message to prompt users to provide content that they haven't filled out yet. You can also set up rules to periodically remind users to refresh content that hasn't been updated in a specified amount of time.

To create a Knowledge Nudge:

Partner Portal

To create a Knowledge Nudge for all of your sub-accounts click Your Dashboard in the top right corner, then click on the Take me to my account link at the bottom of the page and follow the steps below. To create a Knowledge Nudge for one sub-account, click into the desired account and follow the steps below.

Click on the Account Details icon in the navigation bar and click Account Settings.
Click Nudges.
Click on the Create New Nudge button in the top right corner. A dialog box appears.
The steps to create a nudge differ depending on whether you are creating a one-time nudge or a Nudge Rule.
- One Time Nudge
  1. Click Send Now (One-Time).
  2. Click Select Entity Type and select the desired entity type.
  3. Click Select Field, and select the field you would like to prompt users to update.
  4. Enter the Nudge Name in the text box, and select Send Nudge.
- Nudge Rule
  1. Click Set Up a Rule (Recurring).
  2. Click Select Entity Type and select the desired entity type.
  3. Click Select Field, and select the field you would like to prompt users to update.
  4. Click Select Frequency and select the desired frequency.
    
    Portal Portal
    If applicable, click Yes to create the Knowledge Nudge for all of your sub-accounts.
  5. Enter the Nudge Name in the text box, and select Save Nudge.