New Mobile-Only Engagement Menu
The engagement menu has been updated and simplified for mobile use only. It now appears
only on mobile devices, fixed in the bottom right-hand corner of the screen. When tapped, it opens the
Engagement Menu Pop-up.
This pop-up can include up to three action buttons based on the business setup:
- Call Us
- Text Us
- Get Directions
- Request CTA
Button visibility depends on the business type and available Yext data. In cases where the client has the
Additional Locations
product, the engagement menu will connect to a different pop-up containing location-specific phone numbers.
Engagement Menu Overview
The pop-up may include up to four buttons:
- Call Us
- Opens the user's phone dialer.
- Connect toYext data.
- Text Us
- Opens the SMS app.
- Connected to Yext data.
- Only shown if the business supports Call or Text option or texting.
- Get Directions
- Launches the map application with the business address.
- Only shown for businesses with physical walk-in locations.
- Request CTA
- Like all Request CTA buttons, the displayed text and link are controlled by the button collection.
Alternate Setup for Additional Locations
If a client has the
Additional Locations product:
- The
engagement menu icon will be connected to the
Mobile Contact Us Pop, not the Engagement Menu Pop-up.
- The
Mobile Contact Us Pop will include a list of
phone numbers for each business location.
- The number of buttons will reflect the number of locations (up to ten).
- Each button is labeled by location name and links to its respective phone number.
Copywriter Responsibilities
Copywriters are responsible for setting the correct buttons based on the business’s product setup:
- Remove the Text Us button if:
- Call or Text is not supported.
- Yext data does not include a text-enabled number.
- Remove the Get Directions button if:
- The business isservice-based and
does not serve customers at a physical location.
- Ensure the Request CTA button is:
- Present on every engagement menu unless the client has the Additional Locations product.
- Connected correctly through thebutton collection.
- If the business has Additional Locations:
- Disconnect the Engagement Menu Pop-up link
- Connect the engagement icon to theMobile Contact Us Pop
link
Designer Responsibilities
Designers do not customize the pop-up manually. All styling is inherited from the global theme.
- All buttons in the pop-up use the
primary button style.
- The icon color is pulled from the
engagement menu color setting in the global theme.
To update design:
- Update
primary button styles and
global theme colors.
- Set the
engagement menu color in the global theme settings.
- All updates will translate automatically to the engagement menu interface.
QA Responsibilities
- Confirm correct pop-up connection (Engagement Menu Pop-up vs. Mobile Contact Us Pop).
- Validate visibility and function of each button based on business type.