How to sell Yext as part of a SaaS Offer

Leveraging Yext Reselling in Your SaaS Offering

For agencies already engaged in the realm of Software-as-a-Service (SaaS), the integration of Yext reselling can be a strategic move to augment the value of your subscription plans, particularly the higher-tier options.

To incorporate Yext reselling as part of your SaaS offering, please follow the steps below:

Prerequisites:

1. Ensure you are subscribed to the Pro plan.
2. Set up your subscription plans within the SaaS Configurator.
3. Connect your Stripe account at the agency level.

Important Note:

Kindly be aware that once you have connected your Agency Stripe account, it cannot be modified later. Hence, exercise due diligence to ensure that you connect the correct Stripe account to your agency.

Yext extends a supportive community to its users, offering insights into the diverse applications of its platform. The Yext Hitchhiker's Course is a comprehensive resource for initiating exceptional search experiences. By joining this community, you gain access to a wealth of knowledge and shared experiences with peers, in addition to the opportunity to seek guidance from industry experts through online forums.

Here's how you can resell Yext as part of your SaaS Offer:

1. Navigate to the "Agency view" in your account.
2. Go to the "Reselling" tab.
3. Locate the "Re-sell Yext Listing card."
4. Check the box that reads "Offer Yext as part of a SaaS Plan."
5. Select the plan(s) on which you intend to extend this offering.
6. Save your selections.

Important Note:

When you designate a plan, all higher-tier plans will automatically include the Yext offering. For instance, if you opt for the "Standard Plan and Above" in the dropdown, the Professional and Premium plans will also feature the Yext offer by default.

How do I see which locations signed up for my Yext Offer?

Head over to Agency view -> Agency Settings -> Click on Billing