Why Edit Watchlists?

Watchlists can be edited at any time to ensure Search Criteria are up to date and optimized to suit your needs.

How to Edit a Watchlist

1. In the Discovery App, hover your mouse over the Watchlist you would like to edit. In the Three Dot Action Menu, select Edit:

2. This opens the Edit Watchlist Console, consisting of a series of tabs where users set Search Criteria. On the Watchlist Details tab, you can edit the Watchlist Name, adjust Start & End Dates, or update your Target Demo. Complete all fields and click Next to proceed:

3. 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 users. To save a private Watchlist, 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:

4. 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 can also use Market or Station filters on the left-hand side to further refine your search. If you choose to apply filters, click Apply Filters. This will update the program list made available to you on the right. Click Select All Programs to select all programs from those stations or markets. You can individually select programs from the list by clicking on the corresponding box. 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:

5. On the Setup Search Tab, you can edit Search Terms. Click on a Keyword Pill and select Edit to edit your Search Profile:

6. If using Keyword Search, add Search Term pills by clicking into the search field and entering your terms. Click Add, then Close to add the new search term. When you have finished editing the terms, click Next to proceed:

7. 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 to which alerts should be sent. 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:

8. 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:

9. Once complete, click the Save 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:

PRO-TIPS

  • 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.

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