If you are an agency already doing SaaS you may wish to leverage Yext reselling to add value to your plans (especially to your higher plans).
Covered in this article
How do I resell Yext as part of a SaaS Offer?
How will my Client set up Yext after purchasing my SaaS Plan?
How do I see which locations signed up for my Yext Offer?
To resell Yext as part of a SaaS Offer, follow the instructions below
Pre-requisites
- You must be on the pro plan and have your plans configured on the SaaS Configurator. Refer to this article for help - https://help.gohighlevel.com/support/solutions/articles/48001184920
- You must have your Stripe account connected to the agency level. Refer to this article for help - https://help.gohighlevel.com/support/solutions/articles/48001171910-how-to-connect-stripe-to-your-agency-dashboard
Important:
Please note that once the Agency Stripe account is connected, it can not be changed later. So please ensure that you are connecting the right Stripe account to your agency.
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How do I resell Yext as part of a SaaS Offer?
Head over to Agency view -> Reselling tab -> Re-sell Yext Listing card
Check the box that says "Offer Yext as part of a SaaS Plan" and select the plan(s) you wish to offer this on.
Hit "save"
Important
Please note that when you select a plan, all higher plans are offered Yext automatically. For example, if you select "Standard Plan and Above" in the dropdown, your professional plan & premium plans will automatically have the Yext offer enabled.
How will my Client set up Yext after purchasing my SaaS Plan?
All other steps for setting up Yext, managing yext, client notifications, etc will remain the same as discussed in this article - https://help.gohighlevel.com/support/solutions/articles/48001196389-online-listing-overview-setup-doc
This setting will not affect your existing clients and will only apply to new SaaS clients you sign up in future (after making the changes shown above)
How do I see which locations signed up for my Yext Offer?
Head over to Agency view -> Agency Settings -> Click on Billing
