Partner | Platform Onboarding

Partner | Platform Onboarding

Get Started On Your Own Time

About this course

101 training on how to set up your Partner account and get your clients up and running on the Knowledge Network.

Curriculum

  • Overview
  • Before You Start

     

     

     

  • Yext Terminology Explained

     

     

     

     

  • Account Setup
  • Account Setup | Yext Dashboard

     

     

  • Account Setup | Branding Settings

     

     

     

  • Account Setup | Listings Scan Tool

     

     

  • Account Setup | Specify User Access

     

     

  • Account Setup | Set Up Notifications

     

     

  • Launch Clients
  • Launch Clients | Knowledge Graph

     

     

     

     

     

  • Launch Clients | Upload Single Entity

     

     

     

  • Launch Clients | Add Services

     

     

     

     

  • Launch Clients | Bulk Upload: Gather Data (OPTIONAL)
  • Launch Clients | Bulk Upload: Upload Data (OPTIONAL)
  • Launch Clients | Entities In "Review"
  • Quiz 1
  • Launch Clients | Sync GMB & Facebook
  • Launch Clients | Sync and Verify GMB
  • Launch Clients | Sync Facebook
  • Quiz 2
  • Training & Help
  • Partner Support

     

     

     

  • Survey
  • Yext Training

About this course

101 training on how to set up your Partner account and get your clients up and running on the Knowledge Network.

Curriculum

  • Overview
  • Before You Start

     

     

     

  • Yext Terminology Explained

     

     

     

     

  • Account Setup
  • Account Setup | Yext Dashboard

     

     

  • Account Setup | Branding Settings

     

     

     

  • Account Setup | Listings Scan Tool

     

     

  • Account Setup | Specify User Access

     

     

  • Account Setup | Set Up Notifications

     

     

  • Launch Clients
  • Launch Clients | Knowledge Graph

     

     

     

     

     

  • Launch Clients | Upload Single Entity

     

     

     

  • Launch Clients | Add Services

     

     

     

     

  • Launch Clients | Bulk Upload: Gather Data (OPTIONAL)
  • Launch Clients | Bulk Upload: Upload Data (OPTIONAL)
  • Launch Clients | Entities In "Review"
  • Quiz 1
  • Launch Clients | Sync GMB & Facebook
  • Launch Clients | Sync and Verify GMB
  • Launch Clients | Sync Facebook
  • Quiz 2
  • Training & Help
  • Partner Support

     

     

     

  • Survey
  • Yext Training