August 2024 Features: Online Listing Scan, QR Codes, Square Integration and more

We're thrilled to share with you the exciting new features we've rolled out in August 2024. These enhancements are designed to empower your business, streamline operations, and elevate your online presence. Below is a summary of the key updates that you can start leveraging today.

1. Online Listings: Scan Your Business for Free

Evaluate your online presence with our new Online Listings Scan Your Business feature. This tool provides a detailed performance report, helping location owners make well-informed decisions about subscribing to the Yext Online Listings service.

• Scan Details Form: Pre-populated with your business’s basic information; verify and update as needed.
• Comprehensive Scan Report: Understand how well your current online presence aligns with your business details.
• Actionable Insights: Use the report findings to decide on subscribing to the Online Listings service to further enhance your online visibility.

2. Reviews QR: Boost Your Online Presence

Increase your customer feedback and online ratings with Reviews QR, our new feature in the reputation management platform.

• Create & Customize QR Codes: Generate QR Codes that link directly to your review pages.
• Personalization Options: Add images, edit text, and customize the design to fit your brand.
• Download & Share: Easily share your QR Codes digitally or in print.
• Track Effectiveness: Monitor real-time tracking to see how many scans your QR Codes receive.
• Key Benefits: Simplify the review process for customers, leading to increased feedback and improved ratings.

3. Square Integration for Payment Processing

Seamlessly connect your Square account to process payments directly within our platform.

• Easy Integration: Available under Payments -> Integrations using API keys.
• Supports One-Time and Subscription Payments: Configure products under Payments -> Products.
• Comprehensive Payment Management: Includes features like order forms, invoices, online stores, and more.
• Tracking & Triggers: Track all payments and utilize existing trigger functionalities.

4. Social Planner: Upgraded UI for a Better Experience

We've upgraded the Social Planner UI to bring you a more consistent and efficient user experience.

• Enhanced Views: List and calendar views side by side for better content management.
• Advanced Filtering: Filter content by various criteria like type, status, and more.
• Preview Panel: Save time by previewing post content without leaving the planner.
• Statistics Tab: Manage social post analytics with ease.

5. Late Fees on Invoices

You can now attach late fees to invoices, ensuring timely payments from your clients.

• Global & Invoice Settings: Configure late fees globally or per invoice.
• Simple Setup: Navigate to invoice settings -> payments to start using this feature.

6. Add Cards on File for Contacts

Securely store and manage customers' credit or debit card details directly from their contact page.

• Easy Access: Add and save cards under Payments on a contact's detail page.
• Future Transactions: Conveniently charge stored cards later as needed.
• Upcoming Features: Soon, you'll be able to schedule subscriptions or send invoices directly from the contact details page.

7. Conversations: Save Draft Messages

Never lose your progress with our new Save Draft Messages feature in Conversations.

• Automatic Drafts: Unsent messages are automatically retained.
• Seamless Experience: Resume typing where you left off without retyping.

Note: This feature is available via Labs (Note: currently excludes WhatsApp messages).