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