Manage social listening searches

  

There are several ways to manipulate the results in your saved searches. Filter saved searches, correct annotations, download mentions, or if you no longer need a search, edit or delete it. You can also create email alerts for each search, to alert you to new mentions or increases in volume.

Click the Saved Searches tab to view the list of searches saved by the organization. The list shows which team owns the search, when it was last modified, and which user created it.

Hover over the question mark in the top-right corner to see how many of your organization’s allotted searches have been used so far.

To filter and analyze a search

Analyze the metrics for any search to discover trends and insights into those discussing them. Learn more about Insights search metrics

→ Click the calendar at the top of the search to view mentions and metrics results from a specific timeframe.

→ Click the Filters icon on the left side of the page to open and apply filters to the search results. Searches can be filtered by one or more sentiments, emotions, included or excluded mention authors, platforms, included or excluded languages, or included or excluded locations. The metrics will update on the fly when filters are applied.

Note that filters need to be applied each time you open a saved search.

To correct an annotation

The annotations (e.g., sentiment, emotion, location) on each mention can be edited manually if you think they are indicated incorrectly. Hover over an annotation and click the drop-down arrow to classify a mention differently. Changes are reflected in your metrics, and are retained permanently when the search is closed, so you can optimize results without editing the search query.

To download mentions

Mentions data can be downloaded as a csv or json file. Downloads respect any filters that are set on the search, and have a 5000 mention limit.

  1. Open the Mentions  on the right side of the search page.
  2. Click the Download icon, and then select the download format.

To edit a saved search

Important: Editing a search’s query cannot be undone. It essentially executes a search from scratch, and any customizations of attributes (e.g., sentiment, language) on existing mentions will be lost. Tags are preserved when a search is edited. Always test new queries with a quick search until you’re satisfied with the results, and then make your edits to a saved search.

  1. In the Saved Searches list, click the three dots to the right of the search.
  2. Click Manage Search.
  3. Click Edit Search.
  4. Make your changes to the search query, and then press ENTER to view the new results as an initial quick search.
  5. After reviewing the new results, you can take one of three actions:
    • Click Exit Edit Mode to undo the changes.
    • Click Save Changes to permanently update the saved search.
    • Click the drop-down arrow next to Save Changes and then click Save as a new search.

To delete a search

Delete a search if you need to free up a spot to create a new one in your organization. Deleting a search also deletes any of its mentions that have been tagged. Learn more about tags

  1. In the Saved Searches list, click the three dots  to the right of the search.
  2. Click Delete.
  3. Click Delete again to confirm.

To create an email alert

You can create alerts for saved searches, to receive emails when there are:

  • new mentions in the search
  • increases in mention volume

Define how frequently you want to be alerted to new mentions. For volume increase alerts, define the increase percentage that will trigger them. You can even create alerts for particular segments of a search by applying filters. For example, apply a filter for negative sentiment and be alerted to any increases in negative sentiment.

Click Email Alerts from the Insights home page to find a list of alerts.

  1. In any saved search, click Create Alert in the top-right corner. If any filters are applied to the search results, these will be maintained for the alert.
  2. Enter a name, and select one or both alert types to be included in the emails. Select the volume  increase percentage that will trigger an alert, and the frequency with which you'll be alerted to new mentions in the search.
  3. Optional: Enter additional email recipients.
  4. Click Save.
    Email_alerts.png
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