The Scan Tool is a powerful feature within the Yext (uEverywhere) dashboard that allows you to analyze a business’s online presence across directories such as Google, Yelp, Apple Maps, and many others.
It checks for consistency and accuracy in critical business data such as name, address, phone number, and website.
This tool is commonly used during prospecting and sales calls to uncover listing issues, create urgency, and open conversations around solutions.
Running a scan helps you demonstrate the value of listing management by instantly showing where the business appears, what’s incorrect or missing, and how it can be improved.
How to use the Scan tool:
The primary goal is to run a live scan during a call with your prospect or client and immediately reveal any missing listings, errors, or outdated information. This helps open the conversation about fixing those issues through your services.
Many agencies use the scan as a foot-in-the-door tactic to highlight poor visibility, low review volume, or reputation problems—and then smoothly transition into a pitch for uEverywhere or other local marketing tools.
How to Access the Scan Tool:
Once the scan widget has been embedded on your website, you can access and use the tool directly from that page. Simply visit the site where it was added and run the scan from there.
Overview of the Scan Tool Interface:
To run a scan, the user must enter the following business information:
Business Name
Street Address
City, State, and ZIP
Phone Number
Once the form is submitted, the scan checks for the business’s presence and accuracy across multiple directories.
Understanding the Scan Report:
The Scan Report shows:
Listings found
Listings with issues
Directory coverage
You can download the report as a PDF or use it live during client calls.
Adding the Scan to Your Website
Having the scan available on your website allows potential clients to self-assess their business listings, which can help generate warm inbound leads.
Steps to Embed the Scan Tool:
Log in to your Yext dashboard from the Umbrella platform (Contacts > View Business Listings > Login).
Go to the top-left corner next to your brand name and click the small square icon.That will open the Scan Tool inside the dashboard.
Below the scan preview, click “Visit your branded scan page.”
This will open your public scan page in a new tab — copy that URL to use in your embed code.
Copy the URL from the page that opens. It should look like:https://www.optimizelocation.com/partner/yourbrandname/diagnostic.html
Use the following code and replace the link in the code with your scan URL:
<iframe src="https://www.optimizelocation.com/partner/yourbrandname/diagnostic.html" width="100%" height="1000px"></iframe>
Paste the code into your website using a widget, section, or custom HTML element — depending on your website builder.
Branding Tips:
Update colors, fonts, or wording via your web builder.
Add trust icons or testimonials below the scan box.
Use strong call-to-action text above it like "Check Your Business Health Instantly".
