Reselling Online Listing on the agency, and sub-account level
TABLE OF CONTENTS
Why was this feature built?
Benefit Recap for Online Listings:
How do I setup my Default Offer for all my locations?
1. Head over to Agency View -> Reselling in the left menu and you will see Yext as an option.
Make sure to connect your Agency's Stripe account. If you haven't connected it yet, the system will prompt you to do so. Yext is only available in the USA as of now. You can change your Agency's country here. You can change your client's country here.
How do I setup a Specific Offer for a client (Markup)
If you have a client that you wish to offer Online Listings to other than your default offer price, please head over to:
1. Agency View -> list of accounts -> search for the client -> view details link
2. Scroll down to the Reselling Settings area
How does my Client discover Online Listings?
Your clients can discover and enroll in Online Listings three ways:
1. A one-time notification bar
2. Within the "Reputation" tab
3. Within the "LaunchPad" tab
Apart from the tree ways mentioned above, many successful agencies do marketing campaigns & email promotions to sell more Online Listings to their client base.
1. One-time notification bar
Once a user rejects the top banner notification we do not show it again to them. Your clients can still discover Online Listings via the two other methods provided below.
2. Within the Reputation tab
By going to Reputation -> Online Listings ->Clicking on "Get Started" button
3. Within the "LaunchPad" tab
When the user clicks on the "connect" button they will be redirected to the screen above
How does my client purchase my Online Listing Offer?
1. Once your clients clicks on the offer they will be taken to the area shown in the image below.
They will then need to click on the "Get Started" Button to proceed
2. Upon clicking the "Get Started" button your client will be taken to the checkout Page.
They will need to enter their card details as shown below.
If your client's location is in SaaS Mode, the card details will auto populate the card fields
3. After clicking on the "Confirm" button the payment is processed.
4. Upon form completion, it will take around 15 seconds or less to create the listings
To get to the Online Listing Dashboard your client will need to click on:
Location View -> Reputation -> Online Listings
Some listings might take up to 24 hours to sync and go live
How do I purchase Online Listing for my client?
If order to purchase online listings on behalf of your client you will need to purchase this through your agency dashboard
How does the billing work?
The Online Listing Reselling feature created 2 subscriptions in the background
- A subscription for $X /mo in your Agency Stripe account so you can collect payments from your client each month [$X depends upon the price that you have set]
A subscription for $30 /mo in HighLevel so you can pay HighLevel
The $[X-30] is your profit each month which means additional recurring revenue.
Understanding the HighLevel invoice
As your agency make sales on different days during your billing period, your charges will get pro rated on the next billing cycle.
An example invoice
There are some best practices to make sure you and your clients derive maximum value from Online Listings.
Please login to Yext as mentioned in Q4 below. Once you are logged in, go to "Home" and checkout the "Optimize Your Account" card.
As long as you complete all relevant steps for each of your client's profiles, you will be able to utilize Online Listings to it's fullest potential.
In some rare cases, the Online Listings might not work as expected. A few possible scenarios are covered below
Q1: My listings are not live. I see an In-review message
This happens when Yext has found a duplicate listing for the same address, phone number or email ID.
If you see an "in-review" message like the following then your client needs to write to email@example.com to claim their listing.
Yext just needs a confirmation from the end business that they have discontinued the service from their previous provider and wants to be services by you.
If this does not go in your favor, you and your clients will be refunded.
In the event you would still like to leverage Online Listings, it is best discuss with your client how to get the old listing removed and move to the new one (you).
Q2: My listings are not live. I see a Cancelled message on the screen
Q3: My listings look wrong / my listings are waiting of customer / my listings are waiting on partner / all my listings are still processing
Q4: My client submitted wrong data in the listing form. How do I fix it now?
Agency users can login to Yext to manage Yext listings. For this example the location had filled a PO Box address and used an invalid email ID in their listing form.
That's why all listings are stuck in processing and have not become live yet.
1. Go to the location view -> Reputation -> Online Listings and click on "Manage Listing" button on top right.
That the button circled in red is visible only to Agency Users. Your clients can not see this button.
2. Once you click on the "Manage Listing" button you will see a pop-up with your username & password.
Copy the password and click on "Go To Yext Login" button
3.The Yext login page would open in a new tab.
Please enter the username & password to login to Yext.
4. Once you log in to yext go to Knowledge Graph -> Entities -> Select the correct Entity.
5. Now, in this case we will fix the wrong address & email ID by modifying those fields and hit save
Once the corrections are made, all listings will be resynced and you will see that in a few hours all listings will become live.
Q5: How do I connect my Client's Social Media to their Online Listing?
Connecting Facebook, Instagram & Twitter is fairly easy.
Login to Yext as mentioned above, and click on Social Media the left menu. You will see fields to add fb page URL, Instagram handle and Twitter handle to the Online Listings.
Q6: How can my Clients connect their GMB Page and Facebook account?
To connect your clients FB & GMB page to their Online Listing, you need to be added as an admin to their GMB & FB pages. Please ask your client to add you as an admin user on both platforms.
Once you are added as an admin user, please login to Yext as shown above and go to "Home" in top nav. On the "Optimize Your Account" card you will see options to connect the FB & GMB pages.
You will only be able to connect GMB & FB accounts if you have admin access. Make sure your clients add you as an admin user.