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  Article updated: October 20, 2021

Create and save a search in Insights

You can build and save searches in Insights to review all social mentions that match your queries. Insights search options provide a powerful way to dive into a conversation and identify instant insights. You can use these insights for research, to validate a campaign strategy, or to assess a competitor.

Insights provides two levels of search: quick searches and saved searches. You can run a quick search to get a sense of how people are talking about your topic, based on mentions from the past 30 days. If you want a larger (or smaller) pool of results, and want to see how they trend over time, you can save your search and then select a different timeframe.

If you want to monitor a topic on an ongoing basis, think of a quick search as a preview. Start with a quick search to see instant results. You can quickly determine whether the mentions returned are relevant to you, refine your search query as necessary, then run it again. When you're satisfied that your search query is returning the kind of mentions you want, save it. Insights will continue to update it with the latest results and show you trends over time whenever you go back to it.

Saved searches unlock rich data for each result and offer additional filtering options. To learn more, see Analyze and filter your Insights search results. With saved searches, you can also create reports, share the results with other team members, and tag any mentions of interest for future reference.

Insights guided searches

Insights provides a search query builder that makes it easy to create an advanced search and find the online conversations that matter most to you.

Insights also offers several guided search options for common search categories, so you can quickly zero in on the social mentions that are most relevant to you. You simply select a guided search option, and then enter search terms like keywords, hashtags, websites, and social handles. Insights builds your search query for you as you go, using the appropriate operators and syntax.

Insights also adds intelligent variations to the terms you provide, to make sure your search results capture all relevant mentions.

Build a search query using guided search

  1. Go to Insights.
  2. Select a guided search option from the list.
    Guided search options
  3. Enter your search terms in the appropriate fields, using commas to separate words or phrases. Insights builds your search query to reflect your input.
    Guided search window
  4. If you want to filter out any terms or handles from your search, select the Exclude tab and enter any terms, websites, or social handles you want to exclude from your search results.
  5. Select Search to see your results.

Build an advanced search query manually

You can create your own search query manually using search terms and Boolean operators. Insights highlights your search operators, to make each section of your query easier to read.

Tip: Insights searching supports advanced Boolean operators that help you optimize your results. See Advanced search queries in Insights to learn more.

  1. Go to Insights, and enter your search terms and Boolean operators in the search field.
  2. Optionally, select Advanced search help to view a list of operator definitions and examples you can use to build your search.
  3. Press ENTER to run your search query. If there is a problem with your query syntax, Insights highlights the error and provides guidance on how to fix it.

When you run your search, Insights displays a set of standard metrics for the mentions in your search results. See Analyze and filter your Insights search results for more information.

Note: If you want to see results for a different time frame, you need to save your search first.

Save a search

Before you save your search, make sure there's at least one spot left in your organization's saved search allotment. To learn more, see Saved search limits in Insights.

  1. Go to Insights, enter your search term in the search field, and then press ENTER.
  2. Select a time frame, and then select Save search.
    save search button
  3. Enter a search name, select the teams that will have access to it, enter an optional description, and then select Save.
    save search window

Select Saved Searches at the top to view the list of searches saved by your organization.

View recent quick searches

You can easily access your most recent quick searches from the Quick Search page.

Go to Insights, and select a recent search from the list on the Quick Search page. Insights runs the query and displays your search results.