Your Dashboard is a place for you to manage different groups of compliance items all in one place, allowing you stay organized and create item lists that help your team run more efficiently.
To access your Dashboard, in the side menu, click Supervision.
Filter Views
Your dashboard is made up of different filter views. A filter view contains a list of items that have been pre-filtered based on specified criteria. With filter views, you can easily access subsets of the queue based on your specific needs.
Your Dashboard comes with several default filter views that contain items in your queue broken out by activity type - Profile, Social Publishing, Websites, and Messaging.
Creating custom filter views
To create a custom filter view based on any filterable criteria,
1. From the Administration view, click Supervision.
2. On your Dashboard, click Create New Filter View.
3. In the side menu popup, select which filters to apply to this filter view. See the Filter Options below to learn more about each filter.
4. Optionally add a timeframe for your filter view, which indicates what time period you want to filter results for.
5. When you're done, click Create Filter View.
You can edit your custom filter views at any time. If you click on a filter view in your Dashboard, you can see the list of items that currently meet your criteria. If you need to find more specific information within any filter view, you can use the search function.
Filter Options
Review Type
- Approval Request: the user has taken action within Yext to either publish a post with original content, respond to an engagement, or update their profile/business page information. The action will not yet complete until a compliance member approves of it.
- Alert: the user has taken action outside of Yext, natively on their social account and we detected it. Alerts are either green, yellow, or red to indicate the potential risk of the alert from non-important to very important. The more an admin resolves alerts, the better the risk results
- Concealed Message: A Relate message contains sensitive information that has been automatically concealed and sent to Supervision for review.
- Prohibited Review: A review or testimonial was sent to Supervision due to one or more potential compliance violations.
Status
- Unreviewed: action by an admin has not yet taken place on the user’s activity
- Acceptable: only applicable for approval requests. The admin has deemed the user’s activity within their compliance policy.
- Needs Attention: Item has been denied, closed, or changes have been suggested.
- In Review: supervision items that have been marked, edited or assigned to an admin but a final action has not yet been taken on the item.
- Recalled: For profile approvals only, the user submitted another profile approval request that supersedes the current item.
Resolution Type: Pertains to alerts only and specifics how the alert was resolved if applicable.
- Email: the admin resolved the alert using Resolve > Email to alert the user via a sent email notification.
- Manual Deletion: the admin deleted the post that triggered the alert (applicable only on certain networks due to API restrictions.
- Auto-Remediation: the native profile of the user was automatically updated to the last compliance-approved profile.
Assigned To: the name of the admin who was assigned the particular activity for review.
Account Type: social networks enabled for your organization.
Networks: The social media network or Hearsay product the item involves.
Type: the category of the engagement activity.
- Post: an approval request or alert in reference to content published on the end-user's social profile/page.
- Profile: an approval request or alert in reference to the information listed on the end-user's social profile/page.
- Like/+1: when the end-user clicks the "Like" button on an individual's social media profile/page.
- Comment: a message written and shared on an end-user's post.
- Mention: an individual tagging or using the @ symbol to reference an end-user's social profile or page.
- Private Message: a direct message shared between the end-user's social profile/page with an individual.
- Sales Navigator PM: a direct message shared between the end-user's Sales Navigator LinkedIn profile with an individual.
- Milestone: an alert generated in reference to a highlighted moment/accomplishment listed on a Facebook business page.
- Connection Request: when an individual requests to adds an end-user into their LinkedIn network
- Review: a testimonial left by an individual on an end-user's Facebook business page.
- Email: an approval request or alert in reference to an email an end-user sent to a contact in Yext Mail.
- Email Signature: an approval request or alert generated in reference to an end-user changing their email signature in Yext Mail.
- Event: an approval request or alert in reference to an event/occasion the end-user published to their Site.
- Suggested Post: content created by a marketing admin in Yext, which was routed to compliance for review. Compliance admins can approve or deny the post from being added to the Suggested Content Library.
- Suggested Profile: information suggested by a compliance admin for an end-user's social profile/page.
Keyword Classifications: engagement activity which triggers via your organization’s lexicon term list
Author: classifies whether the activity was made by the owner of the workspace, or by a social network connection, such as private messaging, or commenting.
Profile Submissions: filters between profile submissions that were automatically submitted because the user just connected their social account, or the social account already was connected and the user manually chose to submit their profile update.
Workspace: allows the admin to search for the name of the user, the name of the workspace, or the reference ID pertaining to the user/workspace. This is location at the top of the modal.
Hierarchy: allows the admin to see region-specific activity.
ID: search for activity by using the reference ID of the engagement (helpful when contacting Support regarding specific activities).
Date/Time Range: Adjust the time frame from when the activity was detected.
Filter by Profile Changes: Filter profile items by which field(s) were updated on one or more specific social media networks.