This guide will help you get set up so you can utilize Social. We will walk through the necessary steps to get your account configured so you can start making posts, receiving comments, and analyzing activity on your location and brand social pages.

The main actions we will discuss are:

1. Setting up Listings and Social
2. Adding Users and Approval Permissions
3. Creating a Knowledge Graph Strategy
4. Using Social

Step 1: Set Up Listings and Social

To utilize Social, listings need to be set up in your account. Below we will walk through what is required to launch listings so that you can start posting to them.

Set up Facebook Brand Posting Only (No Listings Required)

Users who want to post ONLY to Facebook brand pages do not need to go through the listings implementation or expansion process as noted below. If you want to post to other publishers or location pages, you must set up listings.

Also see the Facebook Posting documentation to learn more about setting up Social for Facebook pages.

To proceed with Facebook brand posting only, review the “Set Up Social After Connecting Listings” section below, which includes “Step 1: Add a brand entity (optional)” and “Step 2: Assign Social Licenses to location and brand entities”.

Set Up for New Customers

Set Up for Existing Listings Customers

Set Up Social After Connecting Listings

When location listings are fully launched, you will need to do the following:

Step 1: Add a brand entity (optional)

If you would like to post to your Facebook or Instagram brand pages, in addition to specific location pages, you will need to set up a Brand entity in the Knowledge Graph and configure it for social posting.

To learn more about creating a brand entity via the Brand Page Posting documentation.

Step 2: Assign Social Licenses to location and brand entities

To create social posts, each location and brand entity must have the proper licenses assigned:

• Location entities: Listings and Social licenses
• Brand entities: Social license

The easiest way to assign licenses to an entity is through a feature called “Saved Filter License Assignment”. This allows you to automatically assign licenses to entities that meet a certain set of criteria.

You should create a saved filter that aligns with your criteria to enable locations to create social posts. We recommend adding a saved filter using a custom Yes/No field called “Live on Social” that dictates whether an entity should be subscribed to social.

For full details on this process, visit the Automatically Assign Licenses to Entities Using a Saved Filter documentation.

Confirm Listings Sync is Complete

Once all relevant entities have been subscribed to Social, you can check that Listings are live by navigating to Listings > All Listings. In the table, the location entities should have the status “Synced” for all relevant publishers.

Step 2: Add Users and Approval Permissions

Any users who will need to be able to create posts, approve posts, monitor comments, or view analytics will need to be added to your Yext account. You can add users by navigating to Account Settings > Users. To learn more, see the How to Create Users training unit.

Once these users are added to the account, you can assign permissions based on whether you want them to create posts freely, post with approval, approve posts, or manage settings. To quickly set up post approvals, we recommend assigning users to the built-in roles with the proper permissions set up by default:

To quickly set up Social approvals, we recommend assigning users to the built-in roles with the proper permissions set up by default:

• For users who can approve posts and comments: Full Control or Account Manager
• For users that need approval to post and comment: Customer Care Requester AND Tasks and Workflow Only

Please ensure these roles are added to the users with the appropriate location scopes for the locations they should have access to.

You can learn how to set up custom social permissions and user roles in the Approval Permissions documentation.