Knowledgebase: Production/Design
220 Local Ultimate Setup
Posted by Brian Stigall on 30 July 2024 01:10 PM
  1. Assign Kayako ticket to yourself
  2. Login to Yext.com
  3. Get Review generation link
    1. Navigate to Content > Entities
    2. Search for client (search bar at top of page)
    3. Can copy/paste company name from Hub as it should match in Yext
    4. Click on client in search result list
      1. Sometimes there can be more than one client with same company name
      2. Make sure you verify full company name and address for proper location
      3. In client info screen, scroll to bottom of page and click “Review Generation” tab
      4. Copy “First Party Review Page” link or leave page open to get code later
  4. Log into client’s WordPress site
    1. Activate plugin “Advanced iframe” if not active
      1. Click “Advanced iframe” tab in WordPress dashboard
        1. Click “Basic Settings” tab
          1. Copy bottom example code for use in displaying review generation widget on client’s site:
            1. [advanced_iframe id="iframe1" name="iframe1" width="100%" height="600"]https://www.tinywebgallery.com[/advanced_iframe]
  5. Create “Review Us” page in client’s WordPress page
    1. Paste Advanced iFrame shortcode into page
      1. Replace example URL with Client’s “Review Generation” link
      2. Change iframe name to “Review Us”
      3. Change iframe height to 1200px
    2. Format page to look good and match rest of site
  6. Create “Reviews” widget in Yext
    1. In Yext, navigate to Content > Widgets
      1. Click “Create a Reviews widget”
        1. Click “Change your selected location”
        2. Search for client’s company in drop-down search bar
        3. Select client from search result list
          1. Verify full company name and address (if more than one company name/location appears)
        4. Click “Choose your theme”
          1. Select custom
          2. And color scheme to match client branding
        5. Click “Configure your display settings”
          1. Check: “Header”
          2. Un-Check: Show "Leave Review" link
          3. Check “Show Footer”
          4. Un-Check: Restrict third-party publishers
        6. Click “Embed Code”
          1. Copy script code (for use in client’s WordPress Page)
  7. Create “Reviews” page in client’s WordPress site
    1. Paste review widget script code in HTML module
    2. Add “Review Us” button above reviews widget
      1. Make button large
      2. Link to “Review Us” page
      3. Add “Thumbs up” icon after text
  8. Add “Reviews” and “Review Us” links to main menu
    1. Usually under “Company” or “About” tab
  9. Send ticket back to creating agent in Kayako (or to CS agent requested in ticket) 
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