Profile & Post Auto-Remediation

Profile Auto-Remediation

Profile Auto-Remediation enables Yext to automatically revert a profile, if changed natively, back to the last compliance-approved version.

As an example:

• An advisor changes their profile natively
• Yext detects these changes
• Yext reverts the profile information, referencing the last supervision-approved version of the profile
• Yext will also automatically submit a profile approval request on behalf of the advisor, containing all the changes the advisor made natively
• Compliance can then review this request, and choose to do one of the following: 
  

  • Deny: if the advisor has an older approved profile, Yext auto-remediates to the prior approved profile

  • Acceptable: this approved profile becomes the basis for all future auto remediations

  • Suggest changes: the version an admin suggests becomes the new approved profile version used for auto remediation

Partial Auto-Remediation happens when Yext can only revert some fields in a user's profile due to API limitation. Yext consolidates the result into "successful" or "unsuccessful" remediations to simplify the process.

• If remediation is successful:
  • Yext creates a profile change request and submits it for supervision on behalf of the advisor
• If unsuccessful, Yext creates an alert, showcasing the detected native changes, and allows compliance admins to follow up with the advisor to make necessary changes

If an advisor submits an approval request in Yext but then immediately makes changes on the social network natively before the admin takes any action:

• Yext auto-remediates based on the previous approved profile and either creates an alert or a new approval request
  • If an alert is generated:
    • It can be resolved when the approval request is approved/denied if both the alert and the native changes contain the exact same language
  • If the advisor submits an approval request in Yext, then immediately makes changes on the social network natively that do not match the language in the request: 
    • Yext auto-remediates based on the previous approved profile, and either creates an alert or a new approval request

Profile Auto-Remediation FAQ

Q: How can I enable this for my organization?
A: Please contact your Customer Success Manager to have this enabled.

Q: Will the end-user be notified that their profile has been auto-remediated?
A: End-users will receive an email if the auto remediation is 100% successful.

Q: What are the scenarios in which a profile goes into an Action Required Post Remediation versus Pending Approval?
A: If there is an existing approval request for the profile or there are changes suggested from the admin (i.e. profile status is changes pending review and changed suggested), Yext auto-remediates the profile without creating an approval request as there were changes already in pending status. An email notification will not be generated.

Q: In Supervision queue, how can you tell which approval requests are a result of auto-remediation?
A: In Supervision, click Filter and make sure to checkmark Profile Submissions >Autosubmitted.

Post Auto-Remediation

The system can also be configured to auto-remediate posts, comments, and reactions that trigger an alert. Yext can Auto-Remediate the following across social networks:

LinkedIn & Facebook

• Profiles
• Posts
• Likes
• Comments

The ability to auto-remediate must be configured by a member of the Yext Implementation team. Please contact your Customer Success Manager if you would like to turn auto-remediation on.

Post Auto-Remediation FAQ: 

Q:  Will the end user receive an email letting them know that their post (activity) was deleted when auto-remediation occurs successfully on that activity?

A: No, Yext does not send the end user an email to let the know that their post (activity) was deleted.