In-app dashboards updated to Yext colors
To provide a more consistent user experience across the platform, the in-app dashboards for users and admins have been updated to Yext colors.
Examples of new colors
Here are release notes for the latest features and enhancements from Yext (formerly Hearsay Systems). Click Subscribe to Updates to have future updates delivered to your inbox.
To provide a more consistent user experience across the platform, the in-app dashboards for users and admins have been updated to Yext colors.
Examples of new colors
Here's what's in the October 29th release:
Social
Compliance
Relate
Platform
Sites
Data & Analytics
To help users stay informed about their upcoming scheduled content, they can now receive a weekly email every Monday morning at 9 AM summarizing their scheduled social posts for the next seven days. The email lists campaign and non-campaign posts from the user’s Calendar, sorted from earliest to latest, and includes Scheduled, Pending, and Denied posts.
The email also includes posts that need attention prior to publishing, keeping users engaged and aware of required actions. If there are more than four posts, the email includes a link to the Calendar page to see the posts and take any required actions.
Sample email
To enable this feature for your organization, do the following in the Administration tab:
When enabled, users can turn this email notification on or off from their My User Settings page in the Email Subscriptions tab. The email subscription is called Weekly Upcoming Posts Email.
Users with multilingual websites can now choose which language-specific URL to use when publishing suggested social posts. Previously, only English URLs were supported.
To add a URL in a different language, admins can select the User’s Website variable with the appropriate language from the variable list, for example, User’s Website (Spanish). Before publishing, the variable chip is automatically replaced with the workspace-specific URL in the corresponding language, ensuring each post links to the correct localized website. This feature requires website URLs to be correctly populated in each Workspace Profile to function properly.
Variables list with multilingual URLs
To configure this feature, please contact Support at support@hearsaycorp.com with the email title “Localized URLs in Smart Posts, October 2025.” In the email, specify which website languages you want to be added to your variables.
On November 15th, Facebook is deprecating Post Insights metrics for all API versions.
As a result of the deprecations, the Post Impressions metric will no longer be available for reporting purposes and will be replaced with the Post Media View metric. No other metrics are impacted.
The two metrics are defined as follows:
Since the media view represents a quantitatively close measure to an impression, we will not change our reporting schema. We will continue to use the existing Facebook Impression field, but will rename it to No of Facebook Impressions/Media Views and the content of the field will be the count of Post Media Views.
The following reports contain the Facebook Impression metric and will be impacted by the change:
To ensure users are aware of the update, a metric tooltip will be added to the affected reports to highlight the change.
The primary actions users can take on a Supervision item have been simplified in order to create better clarity and a more consistent workflow. Users can now select either Acceptable or Needs Attention for each item.
Reporting is not affected during this release, but reports will be updated in a future release to reflect the new actions.
The compliance email notification has been updated with a modern, more polished look and feel. In addition, marketing links have been removed from the email.
We have removed the old Supervision view from the platform. All existing links to Supervision pages will redirect to the corresponding view in the new version.
Embedded Relate users can now organize and manage their conversations more efficiently using labels. Conversation labels allow users to categorize and filter for their conversations based on their own custom criteria, such as context, urgency, or contact type.
To use labels, click the 3 dot menu icon in the upper right corner of an open conversation, then click Label as. From there, you can apply one or more labels to the open conversation.
Labels menu in Conversations list
To manage your labels, click your profile picture or initials, then click Settings > Labels. From here, you can add or delete labels or edit the name and color of your labels.
Manage labels page in Settings
To filter your conversations by label, click Filter > Advanced Filters and select one or more labels to filter by.
Filter modal with labels
Users can add up to 20 labels per workspace and cannot create duplicate labels.
To get conversation labels, use this link to upgrade to the latest version (4.30). Then, contact Support at support@hearsaycorp.com with the email title “Embedded Relate conversation labels, October 2025”.
The Workspaces and Accounts page has been updated with enhanced status filtering. Users can filter Workspaces by Cancelled status and filter Accounts by their associated Profile Status. Previously, these two options were only available in the old legacy version of the Workspaces and Accounts page and were not available in the new version. The new version of the page now contains all previous filtering functionalities.
Workspace Status and Profile Status options
Sites URLs are now automatically populated in Workspace Profiles, allowing users to create personalized social content at scale. Previously, uploading website URLs was only possible via API.
When a URL is populated, the system tags the URL according to the language of the website, so users can easily identify the language version within their Workspace Profile. When a Site has multiple languages, the Workspace Profile page shows a separate URL for each language. If the website URL changes, the Workspace Profile automatically refreshes to reflect the changes.
URLs in Workspace Profile
Admins can now send scheduled reports to multiple recipients, saving time and effort when distributing reports to colleagues. To send a report to multiple recipients, enter and select the recipient names on the Create a scheduled report modal. For data security, you can only send the report to names and email addresses that exist in the Hearsay system for your organization.
Admins can now identify whether a post contained Smart Post fields in the Post All Data and Suggested Content Performance Reports. A new Smart Post column with yes/no values allows admins to filter the downloaded report by Smart Post status and evaluate the performance of the Smart Posts vs. normal posts.
A new Token Expires At date column in the Account Directory Report allows admins to inform users about the token expiration dates for their social media accounts. Proactively notifying users about upcoming token expiration dates helps prevent compliance gaps that occur when accounts are disconnected due to expired tokens.
A new Tag Filter on the Earned Media Value Dashboard allows marketing admins to calculate the media value of one or more content tags. This calculation helps admins define and tune their marketing strategy to find the most valuable type of content.
Admins can select more than one option in the Tags filter by pressing Ctrl (Windows) or Command (Mac) when making a selection.
To reduce confusion around the functionalities within the Yext apps, we have updated the app names to Hearsay Mobile by Yext and Hearsay for Intune by Yext in the app stores. This change helps clarify that the Hearsay Mobile by Yext apps are exclusively for Hearsay Relate and Hearsay Social products and not other Yext products, like Reviews and Listings.
Along with the name update, the app icon has been changed to the Hearsay logo in Yext colors. The name appears as just “Hearsay” on mobile devices. There are no changes to any functionalities within the Hearsay Mobile by Yext app as part of this update.
To see these changes, update to the latest version of the app on a supported iOS or Android device.
Here's what's in the September 17th release:
Mobile
Platform
Relate
Social
Data & Analytics
To reduce confusion around the functionality within the Yext apps, we will update the app names to Hearsay Mobile by Yext and Hearsay for Intune by Yext in the app store in October. This change helps clarify that the Hearsay Mobile by Yext apps are exclusively for Hearsay Relate and Hearsay Social products and not other Yext products, like Reviews and Listings.
Along with the name update, the app icon will include the Hearsay logo in Yext colors (black). The name will appear as just “Hearsay” on mobile devices. There will be no changes to any functionalities within the Hearsay Mobile by Yext app as part of this update.
You will be notified when the change goes live and at that time, users can update to the latest version of the app on a supported iOS or Android device.
In the October 29th, 2025 release, we will remove the old Supervision view from the platform. All existing links to Supervision pages will redirect to the corresponding view in the new version. In addition, the existing banner in the product will be updated to notify users of the coming change.
New banner
Users can now personalize templates with contact-specific placeholder variables, such as name or email. This enhancement reduces redundant typing, accelerates response times, and strengthens communication consistency.
To create a template with variables:
New Template modal with variable option
When you want to use a template with a variable, click Use Template in the conversation window and look for the template with green highlighted text.
Template with green highlighted variable
If the contact is missing the piece of information required for the variable, a red error message appears asking you to enter the information. Click the variable name in the template to enter the missing information.
Editing a contact with missing variable information
This feature is OFF by default. To enable it, contact Support at support@heartsaycorp.com with the email title “Template variables in Relate, September 2025”.
To improve productivity and limit the amount of time switching between screens, users can now open a drawer containing contact details and notes within a Relate conversation. To open the Contact Details drawer, click the >> icon in the upper right of a conversation. Users can view and edit contact details from the drawer and any edited information is updated on the Contacts page.
Open Contact Details drawer
This feature is OFF by default. To enable it, contact Support at support@heartsaycorp.com with the email title “Contact information in Relate, September 2025”.
A new search functionality enables users to quickly retrieve conversations by contact name, while enhanced filtering allows users to narrow their conversation list to the exact criteria they need. These new and improved features improve focus, reduce wasted time, and ensure users can find conversations that matter most when they need them.
To search for a conversation, enter the contact’s name in the search bar at the top of the conversations list.
To filter for certain conversations, click the Filter drop down list and select filters to apply, such as conversation status, opt-in status, and contact type. Multiple filters can be combined to narrow down results.
Applied filters or search terms appear as tags above the conversation list and can be cleared at any time.
Filter and search term tags
These enhancements are OFF by default. To enable them, contact Support at support@heartsaycorp.com with the email title “New search and filtering in Relate, September 2025”.
Both Relate and Embedded Relate users can now mark conversations as unread, allowing them to indicate that an issue still requires attention. This functionality is especially helpful when multiple users are active in the workspace and they need to harmonize their work.
To mark a conversation as unread, click the three dots to the right of the conversation window or in the Conversation Widget, then click Mark Unread. Follow the same steps to manually mark a conversation as read when the work has been completed.
Relate Mark Unread option
Embedded Relate Mark as Unread option
This feature is OFF by default in Relate. To turn it on, contact Support at support@hearsaycorp.com with the email title “Mark unread in Relate, September 2025”.
To get these changes in Embedded Relate, use this link to update to the latest version (4.28).
Relate can now integrate with Redtail, allowing for seamless synchronization of contacts and call or messaging activities between the two platforms. After synchronization, activities, messages, and calls from Relate will now sync back into Redtail and appear as notes on the respective contact pages.
Example activity in Redtail
To enable the Redtail Integration, see the Enabling Redtail For Your Organization.
For information about how users can start using the Redtail integration, see Connecting Your Redtail Account to Relate.
Activities appear within a few seconds in Redtail but if there is a higher number of concurrent activities it might take longer. Currently the sync creates a separate task for each activity.
For questions about the Redtail integration, please contact your Customer Success Manager.
The Embedded Relate Admin view has been updated with an improved layout, a more user-friendly look and feel, and a new User Management tab to house the forced log out functionality. These changes only apply to those who have admin permissions in Embedded Relate.
Old Admin view
New Admin view
To get these changes, use this link to update to the latest version (4.28) of Embedded Relate.
As of December 10, 2025, version 4.24 and lower of Embedded Relate will no longer be fully functional due to changes with a 3rd party provider. To avoid disruptions and continue to get the best possible experience, please update to version 4.27 or later of Embedded Relate prior to December 10th.
For questions about this update, please contact your Customer Success Manager.
Organizations that have both Hearsay Social and Yext Pages can now manage their Pages data compliantly through the Sites Editor.
To edit a Pages site as a user or admin:
Your Pages site updates with a Changes Pending Review label until a Compliance Admin reviews the changes.
My Websites page
Changes Pending Review label
Changes are synchronized to the Knowledge Graph after they are approved by Compliance. After the sync is complete, Pages updates the content of the website with the changes.
If the Pages site is updated in the Knowledge Graph, the changes sync back to the Sites page on a scheduled basis. The frequency of this sync defaults to daily but can be configured during implementation. Updates from the Knowledge Graph to Sites are considered automatically approved and do not trigger Compliance. These updates also overwrite any pending changes made by the Sites user.
To get this feature, please contact your Customer Success Manager.
Admins now have the flexibility to suggest content to individual workspaces. Previously, admins could only suggest content by hierarchy or region. This new suggestion option allows for less rigid and more granular content targeting.
To suggest content to a workspace:
The post is now only visible to the selected workspaces. To suggest the same post to a specific hierarchy or region, you must create a duplicate post and select the Hierarchies option.
Admins can now allow users to manually update their workspace profile picture in the platform. Previously, the photo was pulled from LinkedIn and if the user changed their LinkedIn photo, they had to disconnect and reconnect their LinkedIn account for the new photo to refresh on the platform.
To enable profile picture updates in the Administration view:
Once enabled, users can follow these steps to update their profile picture:
The new photo appears as the profile picture within an hour or, if applicable, after it has been approved by Compliance.
To make it easier to track which users are posting high value content, the Earned Media Value dashboard now contains the following new fields:
The May release contained an enhancement that allows organizations the option to only capture activity and posts originating from Yext/Hearsay, and ignore their users’ activity on the networks. Previously, this functionality could only be enabled globally for the entire organization. To create more flexibility, the functionality can now be enabled per hierarchy by an admin.
To enable it in the Administration view:
You can also see Block Network Crawling in the Help Center for information about how to configure this setting.
Admins can now use both mentions and Smart Post variables in the same post. Previously, a post could only contain one or the other and the admin received an error if both were added to a post.
Post text with both a mention and Smart Post variable
Previously, users for one organization experienced difficulty initiating text conversations with contacts immediately after completing their onboarding steps within a workspace. This issue has now been resolved in the new version 4.22.0 of the managed package
The affected organization can use this link to install the newest version.
To create a smoother and simpler experience when adding a new Site, a dedicated Add New Site button is now at the top of the My Websites page. Previously, the option was nested in the Manage Site dropdown.
In addition, the workflow for adding a new Site now begins in a pop-up instead of a dedicated page. In the pop-up, select a template and enter a Site name, then click Add New Site. After the new Site is created, you can continue editing profile data for the Site.
Relate
Social
Actions
Data & Analytics
Relate users can now organize and manage their conversations more efficiently using labels. Conversation labels allow users to categorize and filter for their conversations based on their own custom criteria, such as context, urgency, or contact type.
To manage labels, click the 3 dot menu icon in the upper right corner of an open conversation, then click Label as. From there, you can create or delete labels, edit labels, or select a label to apply to the open conversation.
Users can apply up to three labels per conversation and each label must be 30 characters or less. When creating a new label, select from a list of eight colors to distinguish your label from others.
Labels can be applied to conversations directly from the conversation list or within individual conversations through a dropdown menu. Users can filter for labels in their conversations by clicking Filter > Advanced Filters. The system supports up to 30 labels per workspace and prevents duplicate label names. If a label is in use, the user receives a warning message asking them to confirm the deletion.
To get conversation labels in Relate, contact Support at support@hearsaycorp.com with the email title “Relate conversation labels, August 2025”.
Users can now create and edit workspace templates in Embedded Relate, allowing individual workspace owners and delegates to create a custom library of text message templates. Custom templates tailored to the user’s Salesforce workflows help ensure quick and concise replies are available for the most common topics and requests. Previously, workspace templates were only available in the Yext platform and on Mobile.
To manage workspace templates in Salesforce Embedded Relate, click your profile avatar, then click Settings.
Templates page
Template creation page
Selecting a template
Users don’t need to copy over or recreate existing templates. Any templates the user has already created in Yext appear in their template list automatically.
Here are some guidelines for managing templates:
To get workspace templates for your organization, use this link to update to the latest version (4.24) of Embedded Relate. Then, email Support at support@hearsaycorp.com with the email title “Workspace templates Embedded Relate, August 2025”.
We have made two minor changes to the Embedded Relate interface in order to streamline the user experience and improve the look and feel of the tool.
Settings menu has moved
The Settings option has been moved to the dropdown menu of the workspace avatar. Users can access Settings from the widget and the utility view. The Settings page is used only to manage out-of-office autoreplies and workspace templates, so if those things are not enabled for the user, the Settings page doesn’t appear in the drop down.
New Settings location in drop down
Updated attachments icon
The attachments icon in a message has been updated to an image icon instead of a paperclip. The change helps clarify that only images can be used as attachments in Embedded Relate messages.
Note: Users might need to clear their cache in order to see the new icon.
New attachment icon
To get these changes, use this link to update to the latest version (4.24) of Embedded Relate.
Two improvements to the LinkedIn connection expiration functionality help prevent unexpected disruptions to the user experience. For information about these improvements in the Help Center, see Send LinkedIn Authentication Expiration Notification to Users.
Note: Users must wait until their LinkedIn authentication expires before reauthenticating. Users can proactively disconnect and reconnect to restart the token expiration date.
Expiration notification
Organizations can now opt-in to send a notification to users warning them that the connection between Yext and their LinkedIn account is about to expire. When enabled, users receive a one-time app notification and email notifying them that their LinkedIn account connection expires in x days. Your organization can configure how many days in advance to send the notification and email.
To get this feature, contact support at support@hearsaycorp.com with the email titled “LinkedIn account expiration notification, August 2025”.
Expiration notification
Expiration email
Accounts page expiration countdown
Users can go to their Accounts page to see how many days are left before their LinkedIn account connection expires. The number of days remaining appears below their LinkedIn account information.
This feature is ON by default for all organizations, but to opt out, please contact support at support@hearsaycorp.com with the email titled “Opt-out of Accounts page LinkedIn expiration countdown”, August 2025
Accounts page countdown
As an admin, you can now independently add, delete, and rename action flow sources without external assistance, allowing for more flexible and efficient management of flow sources.
To edit a flow source, go to the Actions Settings page and click the Configuration tab.
To prevent errors, the name of each Action flow source should exactly match the corresponding value in your external system (CRM). To help catch any accidental mismatches, a warning message appears if the name you enter doesn’t match CRM values.
As part of this new functionality, we have removed the read-only message about the Relate Attestation and flow source channels from the Actions interface.
Action Flow Source editor
A new dedicated date/time variable allows Actions to list dates and times in a user-friendly and localized format, for example, “July 15, 2025 at 10:15 AM”. The new variable makes Actions templates easier to manage in tokens and APIs and improves the readability of meeting reminders, schedules, and automated notifications.
The new variable accepts ISO 8601 local and offset date/times in extended form with T separator between the date and time. Optionally, second fragments are also allowed.
Format: YYYY-MM-ddTHH:mm:ss[.S][Z]
Example date/times: 2025-06-12T14:23:00, 2025-06-12T14:23:00.240943, 2025-06-12T14:23:00+0400, 2025-06-12T14:23:00.465467+0600
Use the Message Templates editor to select the desired date/time format that will appear in messages. For the correct time to appear in the templated messages, please ensure the date/time data is represented in the correct timezone.
Message Template editor with new variable options
Due to low usage, the Outcome Survey has been removed from Yext.
Users can now use a date range selector in the Relate Insights Dashboard in order to get more granular workspace-level Relate data. The user can select from 4 options: past 1 day, past 7 days, past 30 days and past 90 days. Previously, users could only see the past 30 days worth of data.
To access the new date range option:
New Date Range filter
Reporting data is now available in the Review Alerts All Data Report that shows whether PII was detected, what kind of PII it was, and whether the message was redacted in Relate. Two new fields have been added to the report:
In addition, the existing Review Types field will have two new categories:
New Review Type categories
New fields
Comments made on other social media comments will now be reported as comments in the Engagement All Data Report, allowing for more granular visibility on post engagement. Previously, original comments were reported but any follow-up comments made on the original comment were not reported. These activities are captured and reported for Facebook, LinkedIn, and Instagram.
As part of other Actions product changes, Outcome Survey data is longer available and has been removed from the platform.
The following fields have been removed from the Breakdown by Actions Workspace Report:
The following field has been removed from the Actions Outcome Value Measure Dashboard:
You can now star conversations in Relate on Yext Mobile and Yext for Intune on iOS devices, allowing you to quickly find important conversation threads. Previously, this functionality was only available on Yext Desktop.
To star or unstar a conversation, tap the star icon to the left of the conversation. You can also filter for starred conversations. Conversations that were previously starred on Yext Desktop will appear here as well.
To get this feature, update to the latest version of Yext or Yext for Intune on a supported iOS device. This feature will be supported for Android in a later release.