Why use a Watchlist?
Watchlists are customized, programmatic search tools that enable users to capture and track all relevant, verifiable Mentions of designated Search Terms and other targeted parameters over a fixed period of time. When its Search Criteria is met, a Watchlist automatically generates a Mention. Watchlists enable users to quickly access, gain insights from, and take actions against media processed in Veritone.
How to Create a Watchlist
Before creating a Watchlist, it’s important that you test Search Terms. This will ensure that they’re adequately defined so that they capture all relevant results, without generating too many False Positives.
Once Search Terms are established, navigate to the Watchlist Dashboard. Click on the Blue “New” Button in the top left-hand sidebar, then click on Watchlist:
This opens the Add Watchlist console, which consists of a series of tabs where users set their Search Criteria. On the Watchlist Details tab, users assign a Watchlist name, select Start & End Dates, and set their Target Demo (see Pro Tips below for more). Complete all fields and click Next to proceed:
On the Select Folder Tab, users select where to store their Watchlist. By default, Watchlists save to Shared Folders, where they’ll be accessible to all Org users. To save a Watchlist privately, so that it’s only accessible to you, click My Folders. Next, select the Folder where you’d like to save the Watchlist or click Save to Root Folder. Once you’ve made your selection, click Next to proceed:
On the Select Sources Tab, users identify which media their Watchlist should target. First, select the Source Type. For example, to target Radio, click on Radio, this will show you all of the radio programs available to select. You are also able to use the Markets or Stations filters on the left hand side to further refine your search. If you choose to filter your results, click Apply Filters, which will adjust the programs available for you to select from on the program list to the right. Click Select All Programs to select all programs from those stations or markets, or individually select programs from the list by clicking on the corresponding boxes. Once your selections are made, they will be visible in the box to the right titled Selected Radio Programs.
If you would like to select multiple media sources, then click on the additional source and select the programs from there that you would like to apply to the search. Click Next to proceed:
On the Setup Search Tab, enter a Search Profile consisting of Keywords, Time Frames, Logos, etc. (see Pro Tips for more). Once your Search Profile is complete, click Add and Close to save your Profile:
On the Notifications Tab, users elect to receive Watchlist Notifications via email either Immediately, Daily, Weekly, Monthly or Never. To add an alert, first select your desired frequency. In the case of Daily Notifications, you’ll need to set a time to receive the alert. For Weekly Notifications, you’ll need to set both a day and time:
Next, in the Recipient Emails(s) field, enter the email address that alerts should be sent to. To add multiple emails, simply press enter after the first email, then type in the next email and repeat as necessary. Once satisfied with your Notification List, click Next:
You will now be shown a Watchlist Summary from the Summary tab. This will show you all the details of your Watchlist, and you are also able to edit any section by clicking on the Edit button, or by selecting the headers at the top to return you to that section:
Once complete, click the Create Watchlist button, and then a Watchlist notification will appear, giving you the choice to Create Another Watchlist, or Close. If Close is selected, you will be redirected to the Watchlist homepage where users can access their Watchlist by navigating to the Folder to which they saved it. Depending on the duration and scope of your Search Criteria, note that it may take a few minutes for Mentions to generate:
When choosing a name for your Watchlist, we recommend that you include a relevant primary identifier, such as an Advertiser, Contest, or Segment Name. Other useful identifiers include targeted media as well as the specified date range. For example, if your Watchlist is targeting Dunkin Donuts on ABCD-FM in Q4, you might use the following convention: Dunkin Donuts - ABCD-FM - Q4 2018.
As a Best Practice, we recommend testing Search Criteria before creating a Watchlist. This will ensure that the Watchlist captures all relevant content while also excluding content that is not relevant (i.e. False Positives).
To ensure that your Search Profile remains relevant, keep your Watchlist duration targeted. As a Best Practice, we recommend Watchlist duration not exceed three months. By default, Watchlist durations may not exceed 365 days and sometimes less (the exact threshold is variable as it is contingent on your Org’s configuration. Please consult your Customer Success Manager to determine your configuration settings).
Target Demos are based on the most recent National 12+ Nielsen Book. When a specific Demographic is selected during Watchlist creation, Analytics data will reflect only that demographic. If no demo is selected, Analytics data will display the total audience number across all demographics.