If you're following the Initial Set Up Path, you've now created Searches and updated the Users on your account. Continue setting up your platform with the next article featured at the bottom of this page. - Sending Frequencies
- Create a new Digest Report
- Edit existing Digest Reports
- Unsubscribe
- Threshold Digest Alerts
_____________________________________________________________________
Sending Frequencies
Digest Reports can be set to distribute at the following frequencies:
| Report Type: | Frequency: |
| Dashboard Report | Once a week |
| Hourly Digest | Hourly |
| Daily Digest | One - Two times daily |
| Weekly Digest | Weekly |
| Instant Notification | Each time a new document is published |
_____________________________________________________________________
Create a new Digest Report
Check out this product tutorial which will walk you through these steps on your screen!
Digest Reports are connected to your saved searches to send the latest results. Before creating a new Digest Report, please ensure you have saved the monitoring topics or keywords for which you would like to receive the media coverage.
- Select Reports from the navigation bar on the left
- Select Digest Reports
- Select the purple + icon in the bottom right corner
- Within the Report Settings window, customize the following features within your report:
- Report Type
- Title: This will also be the subject line of the email in your inbox
- Content Option: Select the search to receive coverage from, how the results should be grouped when displayed and the elements to display for each document
- Report Format: We recommend HTML to display the documents within the body of the email or PDF for an attachment
- Delivery Options: Select the current users as recipients, the days and times for the distributions. For some report types, a threshold for the maximum number of reports can also be set. If you would like to add a new recipient to a Digest Report who isn't currently a user, check out this product tutorial which will walk you through the steps to add a new user before continuing.
- Select Save
Additional Notes:
We understand the importance of seeing the most relevant information at the top of a report and recommend reordering the searches to your preference. Simply edit the report and select Reorder Content beneath the Inputs selection dropdown list within Content Options.
_____________________________________________________________________
Edit an existing Digest Report
All edits to an existing Digest Report will reflect on the distributions to all the recipients selected for the report. If you'd like to edit a report's settings for only one user, please use the tick box to select the report and duplicate it. Then remove the user from the original report and follow the below steps to edit the newly duplicated report.
- Use the tick box to select the report
- Select the Edit icon in the top right
- If you would like to delete the report, select the trash icon
- Customize the Report Settings to meet your needs
- Select Save
Note:
- If you would like to change the Report Type, please note that this can only be done during the initial set up of a report. As such, please follow the steps above to create a new report.
_____________________________________________________________________
Unsubscribe
In addition to editing a report's settings to remove users, all recipients can remove their email address from each distribution via the unsubscribe button at the bottom of the email.
Please note that the unsubscribe option can not be edited or removed from any Digest reports.
Once a user has chosen to unsubscribe from a report, future distributions of the report will not be sent to their email and the unsubscribed user will no longer be available for selection as a recipient for this report.
If a recipient has accidentally unsubscribed and would like to begin receiving distributions again, you'll need to duplicate the report and select the user's email address from the newly duplicated report.
Each user who unsubscribes from a report will also receive a confirmation email that their action to unsubscribe has been successfully updated.
_____________________________________________________________________
Threshold Digest Alerts
If you currently have the Explore feature within your Meltwater agreement, you'll also have access to Threshold Digest Alerts.
These alerts enable you to set a custom number of matched articles, clips or social post results within each hourly or daily and will notify you when that threshold has been met. Setting a threshold that would be unusual to receive can ensure you are notified when that volume of mentions has been reached. This can be used for your search folders tracking for your brand's mentions, competitors, partners, influencers or relevant topics.
_______________________________________________________________________
Initial Set Up Path
Now that Digest Reports are set to share the latest news with your users, check out the next article in the Initial Set Up Path:
- On-Demand Training Videos
- Get Started with Search
- How To Add/Delete A User?
- How Do I Create or Edit A Digest Report?
- Step by Step Tutorials
- Get Started with Account Settings
- How to Set Up Instagram Monitoring
You can review all articles within the Initial Set Up Path via this link and logging in!
_______________________________________________________________________________________
Thank you for reading. If you have any further questions, feel free to reach out to us via Live Chat!
Team Meltwater