Activate Marketing Pro Reputation

Overview

After your account is configured for it, you can activate Reputation in Marketing Pro.

Things to know

• Before you start using Marketing Pro Reputation, set your Marketing Pro email settings. For more, see Manage Marketing Pro settings.

Activate Reputation

1. Go to the navigation bar and click Marketing Pro.

2. In the pop-up window that opens, click Activate Account. 

This opens the Activate Reputation page with all three steps to get started:

1. Step 1 Add Locations: Create Locations for your business to power listings management, review management, and review generation in Marketing Pro Reputation.

2. Step 2 Connect to Google & Facebook: Connect your Google and Facebook accounts to ServiceTitan via Yext.

3. Step 3 Launch Your First Review Survey: Start generating online reviews and boost your local search presence.

Step 1: Add Locations

1. Click Add Locations. 

2. In the Add Locations pop-up window that opens, choose how you want to add your locations. Options include:        

   • Import from Google Business Locations: Find and import your business location information directly from Google. We recommend using this option if you have management access to your business locations in Google Business Profiles.

   • Manually Add Single Location: Manually add your business location information. Use this option if you do not have access to your Google Business Profiles account. For more, see Create Locations in Reputation Management.

3. After you add your locations, you can click View Locations to check their statuses.        

   Note: Any locations that fail to activate show as Cancelled. You can click Delete to remove these locations and retry adding them.

Import from Google Business Locations

1. From the Add Locations pop-up window, select Import from Google Business Locations then click Next.

2. In the pop-up window that opens, click Authorize. 

3. Select which locations you want to import then click Next to proceed to the Associate Business Units step. 

4. Each location must have at least one associated Business Unit (BU). To associate BUs with a location, click Associate BUs, select all BUs that apply, and click Apply. 

5. (Optional) Click Edit to review and make any necessary changes to the location data you are importing. When finished, click Save. For more, see Create Locations in Reputation Management.

6. Click Next to proceed to the Activate Local Listings step.

7. Turn the Local Listings toggle on or off for locations as needed. When this toggle is turned on, Reputation links this location's data across your search sites. If you use a different vendor for managing your listings but still want to use Reputation for reviews, then turn this toggle off.        

   Note: You cannot enable this option if another vendor is managing your local listings. To transfer the listings to ServiceTitan, you must request an ownership transfer from your current vendor. For more, see Submit ownership transfer request for listing.

      

8. Click Next.

Step 2: Connect to Google & Facebook

Connecting your Google and Facebook accounts is optional, but you must complete this step to use all the features available in Reputation Management.

1. Click Connect via Yext. 

2. Click Sign In via Yext to sign in to your Google and Facebook accounts via Yext. 

Sign in via Yext for Google

1. Click Sign In via Yext for Google. 

2. On the Link Your Google Business Profiles Accounts page that opens in Yext, select your location under Match Entities. 

3. On the page that opens, select a Location Group for your location.

4. In the Potential Matches, select the listing that matches your location.        

   Note: If none of the potential matches match your location, you can search using a store code or create a new listing.

5. Click Continue. 

6. Verify your Google Business profile listing then click Save. 

7. In the Confirm Submission pop-up window that opens, click Confirm. 

8. Repeat steps 2–7 for each location.

9. Click Continue to return to the Activate Reputation page.

Sign in via Yext for Facebook

1. Click Sign In via Yext next to Facebook. 

2. Log in to your Facebook account.

3. Connect your Facebook account in Yext. Once complete, you'll be returned to the Reputation Activation page.

Step 3: Launch Your First Review Survey

Launching a review survey is optional, but we recommend doing so to immediately start generating online reviews and boost your local search presence.

Note: You need to have an outbound SMS phone number configured before you can launch the survey. If you do not, you'll be prompted to add one.

1. Click Create Survey. 

2. Review the survey settings and message content. This pre-built survey aligns with best practices to maximize your response rate. 

3. (Optional) Click Edit   to make changes to the message content if needed. In the Edit Prompt pop-up that opens, make your changes and click Confirm. 

4. When ready, click Save Survey > Launch Survey Now to launch this survey. Or, click Save Survey as Draft to launch it later. 

5. Click Complete Activation at the top of the screen.

Submit ownership transfer request for listing

If another vendor manages your local listings, you must submit an ownership transfer to ServiceTitan to manage those listings in Reputation.

To submit an ownership transfer request:

1. If you don't know the vendor currently managing your listings, send the following email to LocationConflict@yext.com with your information. If you know your vendor, skip to the next step.
   
   "I currently have listings service through Yext or a Yext Partner, but I would like to work with ServiceTitan. My information is below:        

   • Business Name:

   • Address:

   • Phone Number:

   • Contact:

   Can you please provide the Name and Contact information of my current provider so I can contact them to cancel?"

2. When you know your current vendor, send the following email to cancel their services:
   "I would like to cancel my Yext Listings service with you so I can work with another Yext Partner. Please cancel the Listings service effective today."

After you have canceled services with your previous vendor, you can manage your listings in Reputation.

Want to learn more?

• See Get started with Marketing Pro Reputation Management

• See Create Locations in Reputation Management