Admins can manage archive settings for Social Activities and enable/disable review activities for Suggested Content Expiration, Pre-Approval Requests, Action Message Templates, Sites, and Testimonials.
To manage these settings, from Administration view, select Settings > Organization Settings. If using hierarchies, select the hierarchy from the dropdown. Then select Review & Archive.
For more information, click on the desired section as needed.
Social Activities
Suggested Content Expiration
Review
Action Message Templates
Sites
Testimonials
Social Activities
This section allows you to control whether specific activities from social networks are archived or ignored. The social activities available will vary based on the network tab you're viewing. From the dropdown next to each activity, select Archive or Ignore.
Suggested Content Review
This section allows admins to set the default number of days content will be expired. Content creators can change the content expiration date when creating content for the Post Library. To create the default number of days, check mark the box Have Default Suggested Content Expiration and enter the number of days.
Review
This section sets the review process for several workflows in your organization.
-
Pre-Approval Review
- Review only posts with keywords detected
- Users will be able to publish/schedule their own original content so long as no keyword lexicon terms are detected
- Review all posts
- All content created by end-users will be required to go through compliance review, regardless if a keyword lexicon term is detected
- Optional-Pre-Approval
- This will allow users to send their content to compliance for review, even if no keyword lexicon terms were detected
- Review only posts with keywords detected
- Intelligent Pre-Approval Review - This feature helps users publish video content faster by supervising video content using an intelligent compliance prediction solution as well as speech-to-text lexicon supervision to help ensure full compliance. This feature is disabled by default. Contact your Customer Success Manager to enable this feature.
-
Suggested Posts
- Optionally request approval of suggested content post
-
- Allows marketing admins the ability to submit their content to compliance for review before it is made available to their organization
-
- Require all posts be approved before suggesting to content library
-
- All admins will be forced to submit their content to compliance for review before it will be available to the organization
-
- Optionally request approval of suggested content post
- Show Like/+1 Buttons - Controls whether users can "like" a comment or post they see in their Activity > Responses page
-
Activity Review
- Review only activities with keywords detected
- Allows users to respond to comments and responses, without needing to submit their comment to compliance, so long as no keyword lexicon term is detected
- Review all activities
- Forces users to submit their comments and responses to compliance first for review before they are published
- Review only activities with keywords detected
Action Message Templates
When enabled, admins can configure Actions Message Templates to be optionally requested for approval or require all message templates to be approved before it is applied.
Sites
Select Enables/Disabled to override Site review.
Testimonials
This section allows admins to configure settings for reviews on Facebook or recommendations on LinkedIn. Testimonials are statements made by clients about the quality of the services they received from advisors/agents. Yext provides a Securities and Exchange Commission (SEC) compliance solution for monitoring testimonials on LinkedIn and Facebook in order to comply with the SEC’s rules. Select Enabled/Disabled for each setting as required for your organization.
-
SEC Regulated
- Enabled: Testimonials left for advisors/agents are subject to these settings.
- Disabled: Ignore testimonial rules and treat testimonials like regular posts that generate alerts.
-
Testimonials allowed (LinkedIn only) - LinkedIn requires a dedicated setting for showing or hiding recommendations. To regulate LinkedIn recommendations, you must enable both the SEC Regulated and the Testimonials allowed settings.
- Enabled: Testimonial rules apply to LinkedIn recommendations and they are visible on advisor/agent LinkedIn profiles.
- Disabled: Testimonials are not allowed on LinkedIn and recommendations are automatically hidden from advisor/agent LinkedIn profiles.
- Classification Time Limit (in hours) - When an advisor/agent gets a testimonial, they must respond to the email from Yext within a certain amount of time or the testimonial gets a Rejected Testimonial Language comment (Facebook) or is hidden (LinkedIn). The amount of time can be set from 12 to 168 hours.
-
Alert on All Testimonials
- Enabled: All testimonials generate an alert, regardless of whether they flag lexicon or how the advisor/agent responds to the email. Compliance must accept or reject every testimonial.
- Disabled: Only testimonials that flag lexicon or violate one or more rules generate an alert. Compliance automatically accepts all other testimonials.
-
Allow Solicited Testimonials
- Enabled: If the advisor/agent disclosed that the testimonial was solicited, the testimonial is still accepted. If there is a lexicon violation, or if the Alert on All Testimonials setting is Enabled, it is still routed to Compliance for review.
- Disabled: Testimonials marked as solicited get a Rejected Testimonial Language comment (Facebook) or are hidden (LinkedIn) and trigger a compliance review.
-
Allow Non-Client Testimonials
- Enabled: If the advisor/agent disclosed that the testimonial came from someone who isn’t a client, the testimonial is still accepted. If there is a lexicon violation, or if the Alert on All Testimonials setting is Enabled, it is still routed to Compliance for review.
- Disabled: Testimonials from a non-client get a Rejected Testimonial Language comment (Facebook) or are hidden (LinkedIn) and trigger a compliance review.
-
Allow Conflict-of-Interest Testimonials
- Enabled: If the advisor/agent disclosed that the testimonial is a conflict of interest, the testimonial is still accepted. If there is a lexicon violation, or if the Alert on All Testimonials setting is Enabled, it is still routed to Compliance for review.
- Disabled: Testimonials that involve a conflict of interest get a Rejected Testimonial Language comment (Facebook) or are hidden (LinkedIn) and trigger a compliance review.
-
Accepted Testimonial Language (Facebook only) - Text of the comment that is automatically left on Facebook reviews that have been accepted based on Compliance decision and/or the configured rules, up to 520 characters.
- Example: Thank you for the review. I attest that this review is from a client at the time of review, and that they were not paid, nor had a conflict of interest with me.
-
Rejected Testimonial Language (Facebook only) - Text of the comment that is automatically left on Facebook reviews that have been rejected based on the Compliance decision and/or the configured rules, up to 520 characters.
- Example: I cannot accept this review due to SEC regulations.