Saving and Editing a News Search
Modified on: Tue, 13 Dec, 2022 at 7:01 PM
A Saved News Search will help streamline your process for finding coverage as you can quickly gather specific coverage with a single click rather than reconstructing the same search each time you enter the system. Saving a News Search is a great option if you are closely monitoring a particular mention following a release, experiencing a crisis, or want to quickly access a particular set of coverage.
Creating a Saved News Search (with or without an Email Alert):
To create a Saved Search, click on News and then select Search.
Create a Search using fields to find the coverage you want to see each time you launch the Saved Search. Following are a few fields to consider:
- Company: If you have Company categories, consider using Company categories to easily find all mentions for a category. You may select as many categories as you would like to see mentions for in a single Saved Search.
- Keyword: The Keyword field is a good option if you do not have categories or want to find mentions that are more specific than your categories. For example, I may have a Company category set up for all mentions of “Cision,” but I only want to see the “Cision Communications Cloud” in my email alert. If your keyword is more than one word, use quotations as in “Cision Communications Cloud. “ Boolean terms may also be added to your keyword search. If you choose to use these terms, capitalise them as in AND, OR, and AND NOT.
If you want to add additional fields to your search, click the plus sign.
Note: If you use the Date field, DO NOT put in a specific end date. Doing so will cause you to see the same grouping of news coverage each time you launch a search rather than anything new that has entered the system. The End Date field should be left as “End Date,” which defaults to whatever the current date is.
Once you have entered all of the criteria you would like to save, click Search. At the top of the page, you will see a list of the criteria you used to build the search.
- Give your search a name for future reference.
- Select whether the Search should be visible to all data groups or the current one. If you have included any data group-specific criteria (i.e., Tags), the ability to publish to all data groups will be grayed out.
- The form's middle area will confirm the search criteria you are about to save.
- Decide whether you want to receive automated emails about new coverage coming into the system that meets your search criteria. To save the search without generating emails, uncheck this box. If you decide to proceed with creating the automated emails, be sure to check this box.
Accessing Your Saved Search:
Your Saved Search will appear in two places. One place is on the My Coverage page in the Searches panel. Anytime you want to see all coverage that meets your search criteria, you can click on the Saved Search, and your results will appear.
To access the My Coverage page,
- Click on News
- Then on My Coverage
- In the My Coverage Searches Panel, click on the Saved Search for which you want to see results.
- The results for the Saved Search will populate in the results panel.
The second place your Saved Search will appear will be on the News Search Page. To locate the Saved Search:
- Click New
- Click Search
All Saved Searches will appear in the footer area, as links, in alphabetical order.
- Click on the Saved Search that you would like to use.
- Once you click on the Saved Search, the search name will appear above the criteria.
- All of the criteria used in the Saved Search will populate. Once populated, you can edit any of the criteria before running it. NOTE: Information that is data group specific(i.e., tags) will not populate if that data is assigned to another data group.
- If you want to add criteria to the search, click the plus icon.
- Click Cancel to stop using the Saved Search.
The results for all mentions that meet your criteria will appear.
- The Edit Search link will take you back to the Search page with all the previously used search criteria populated so that you can easily make further modifications.
- At the top of the page, you will find a reminder of what criteria the Save Search uses with any modifications you made before clicking Search.
- You can click the Update or Save New Search button for the option to override your existing search with new criteria or save a new search with the criteria used.
Updating/Editing a Saved Search:
You can edit or delete Saved News Searches in two places. First in the My Coverage section and second in the Search section.
When you are in the My Coverage section, Click on the name of the Search to display the pencil and trash can icons.
Click on the trash can icon if you want to delete the search.
Click on the pencil icon if you want to Edit the Search. Note that Editing a Search also requires that the original Search includes a news forward since the attributes that can be changed are related to the forward.
If it is a Saved Search that is also a news alert, click the next button to edit any of the attributes of the alert such as who receives the alert and what time it is sent. When you are finished making changes to the search attributes, click Save.
If you are editing a Saved Search that is not a News Alert, a screen will enable you to edit the name and visibility of the search. You will not be able to edit the search criteria. To edit the Search Criteria, follow the steps below.
Click on the News tab and select Search from the drop-down.
Once you land on the search page, locate the saved search you would like to update at the bottom of the screen.
Once you select the saved search you want to update; the search criteria will populate above. Once it populates make any necessary changes, you would like to the search.
Once you have the search as you would like it to click, Search. At the top of your screen, you will see Update or Save New Search.
Selecting this button will allow you to choose between overriding (updating) the search criteria used or creating a brand-new search.
Once you select the appropriate option, click Save.
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