SnapTrends v2.6. User Guide.

Transcription

1 SnapTrends v2.6 User Guide ABSTRACT The purpose of this document is to share best practices & describe the process for using the SnapTrends Location Based Social Listening Service STV042013

2 User Guide SnapTrends delivers Location Based Social Listening We deliver our product as software-as-a-service also known as SaaS, so there is no software to load and maintain on your computers. Start by opening your web browser to: User login screen: Role based user administration. User-name and password initially provided by SnapTrends. Organizational Administrators can add/subtract/manage users. SnapTrends Dashboard >> Key Dashboard elements - SnapTrends user name o Can be linked to twitter account for in app engagement - Number of records written to active profiles in the last 24 hours - Number of records written to active groups in the last 24 hours - Word-Cloud of the most common words returned in the last 24 hours - Graph of profile and group activity over the last 24 hours TABS = Mapping, Vault, Reports 2 Location Based Social Monitoring / SnapTrends.com

3 Dashboard Mapping - Uses Familiar Google maps interface - Slider to zoom in and out of locations - Find a location box to quickly move to anywhere on the globe - Use a saved location to drop a pin on a previous saved location - Choose between Map & Satellite views >> Placing a Lens - A Lens is a geo-fence defined by the user - Select the circle icon on the map - Move your mouse to the center point location, click to place center point - Move mouse outward to size the lens - A lens can be as small as an individual building or as large as a country - Once placed, a lens can be moved by grabbing the center point - Once placed, a lens can be resized by grabbing one of the outside or cardinal points - As soon as a lens is placed, SnapTrends connects to the twitter data-feed (commonly referred to as the at-rest twitter API ) to deliver results that fall inside the newly paced lens location - Unfiltered results - Limited to max to first 600 results on the mapping interface live view - Twitter results o Twitter handle, date/time, post content o Twitter bird icon opens twitter profile page o Green pin indicates that location services were enabled Pin points the location the post originated from Street view function uses Google street view images for an onthe-ground view of any location drag and drop the icon shown below and place on any blue highlighted street for street view Location Based Social Monitoring / SnapTrends.com 3

4 Social Media services currently available via SnapTrends: Twitter, Instagram, YouTube, Facebook, FourSquare >> Creating Keyword Filters - Placing and saving lenses without keywords is generally not recommended due to volume throttle and storage requirements - Best to use keywords or phrases to filter results via the Include in results and Exclude from results dialog boxes - By default, retweets (-RT) are excluded from search results - Hashtag (#) and handles (@) are not required o Example: filtering on white house will return all results that have the words white AND house in the post or link - Use the Boolean operators AND & OR to refine search results - Use quotation marks to return exact order and characters - Filter search strings can match partial word spellings - Filtering a search string without a placed lens will return world-wide results - Using FROM: or TO: will return results to or from a specific twitter handle For more detailed results on search operators for Twitter results, please reference: search >> Using Options in Mapping - Auto Refresh on by default and can be disabled by deselecting - Strict GEO excludes results outside of the immediate lens area or Mesh (premium upgrade) - Inc. ReTweets Includes retweets in results - Mesh Tools (Premium upgrade) shows options for adjusting Mesh area. When selected too - Word Cloud Provides context to the lens area o List begins with hashtags followed by user handles and then keywords o By clicking on a word in the word cloud you can filter for that keyword - Zoom Filter Allows you to focus on a specific area within the lens (in live Mapping view) 4 Location Based Social Monitoring / SnapTrends.com

5 >>>> Layers - Map Overlays - Heat layer - Visual representation of activity inside a search area - Cluster layer - Numeric representation of activity inside search area o Best Practice It is recommended to toggle off cluster layer when you need to move a lens - Dark Theme darkens map - Watches tornado, severe thunder storms, flash-floods - Radar weather systems - Earthquakes shows seismic activity - Stream Flow Rates - Air Now depicts air quality - Weather sunshine & temps - Transit shows metro rail, bus lines, etc - Traffic Shows levels of traffic congestion >> Lenses - Use the Lenses button (right of layers) to toggle Lens off and on (note this does not clear the lens) o Lens is still active o Heat & cluster overlays still work >> Save Your Search Profile Please Note: A Profile is a saved Lens collecting data - Collection of ongoing searches and results o A lens actively collects even if logged off and remains collecting until inactivated by User/Admin - A Profile can be defined as a folder containing searches and keyword/phrase data-sets - A single profile can contain multiple lens / search combinations - Saving a Profile dialog box o Assign to Search Profile Create your Profile Name - tip: For simple organization use topical names & creation date If you use an existing profile name, the lens/word combo will be added to the existing profile o Name this Location - Create your Location Name Reusable points on map - tip: Be Specific when Naming Stored Locations may be used to set the Default location when Mapping Important: Saved location names do not also include or save the radius (size of the lens) Tip If using [Finding a Location] Once you ve found your location, Click on the map point to open dialog box with standardized lens radius choices (5, 10, 15 mile radius) Location Based Social Monitoring / SnapTrends.com 5

6 o o Smart Group Users: Setting up a Smart Group or Auto Grouping your results may be done on-the-fly when Saving Your Search allowing you to group individual posters - tip: Think Tweeters not Tweets. Also, please refer to Premium Methodology Training start with Groups, Keywords & then set Profiles Yes or No Yes - will sort the results into the Smart Groups you Choose No Profile will store results without sorting into groups Smart Group - settings for a profile will propagate down to all the individual searches contained inside that profile unless otherwise modified Smart Group Assignment - Select a pre-saved Smart Group or Create a new Smart Group on the fly by selecting new Existing or New Select a pre-saved Smart Group or Create a new Smart Group on the Fly Best Practice: If not set up initially while setting your search - Smart Group settings are best modified at the individual search level Editing the auto group settings of a profile will change the auto group settings for all the individual searches in that profile; however, individual searches may be modified after Very important when you expect to perform anything more than basic data analysis Very important when setting up complex searches or Multifactor inclusion lists Notifications: Allows you to be notified when results reach a specified threshold Notifications are sent via to the user and/or admin depending on account(s) set up Under If Results Reach# - Enter a numeric value of 1 or greater depending on user preference 6 Location Based Social Monitoring / SnapTrends.com

7 - o Active Networks: Selection of Profile collected social media service Ranked in terms of best location-based results: p Twitter - provides the best location based social listening data o Twitter acts as a funnel for other social media platforms This is due to social media companies allows their users to automatically upload messages to Twitter form their platform p Instagram - is also a good source of location specific data o Searches can also be run with keywords and without o Tip: when searching in small areas 1km or greater use a keyword in your search * FourSquare Our usage of FourSquare s API only allows us to view and query for data in Live Mapping View. Tip: in many cases you will find that FourSquare 'check-ins' have been linked to Twitter accounts and appear in Twitter saved results. FourSquare s API does not allow us to save data p YouTube When searching YouTube keyword search terms apply to video title, description and all comments made on original video. This said, results may also include users from outside of the lens area with relevance to keyword in search p Facebook When searching the Facebook API a keyword search term is required. o If no results are found inside a lens radius; Facebook s API arbitrarily expands the search outside the pre-set lens until relevant results are found o Best Practice: Facebook searches are recommended to be saved as a separate profile. Location Based Social Monitoring / SnapTrends.com 7

8 Dashboard: Vault - The SnapTrends Vault is the location we store reusable data Profiles / Groups / Locations >> Vault: Profile - When a lens/search is saved to a Profile it is active, collecting and writing results to the SnapTrends database - Profiles can be made inactive by editing (middle gear w/pencil) and changing search status to inactive - Active profiles have a Blue border at top of profile box - In-Active profiles a Grey border at top of profile box - A Yellow border at top of profile box show that you have both on & off searches within a Profile - Click on more under (gear w/green arrow) o Shows drop-down of keywords & phrases being collected Blue shading - keywords & phrases are Active Grey shading - keywords & phrases are Inactive >> Profile: Results - Click on (gear w/green arrow) to View Profile - o Displays results from searches contained in the Profile - Default date range goes back to 12:00 a.m. of current day viewed - Change date range to recall and review relevant records. o Tip: Remember to add a date in the Profile Name o Best practice: review profile results in small slices of time - Filter profile results by clicking on funnel icon - Clone profile with clone icon - Map profile with map icon - Edit profile with cylinder & pencil icon - View and select individual searches with nested folder icon - Export results to different file types [Upper Right Blue Boxes Volume, Mood & Trends] - Volume: number of records written to a profile over time - Mood: natural language analysis of posted records mood & sentiment over time - Trends: word cloud of most common used words in dataset [Header display] (under date range & above Export Options ) - User: Most active posters in dataset - Source: Most common sources for writing to dataset - Location: Most common profile declared locations - Hide: hide header display module >>>> Individual Searches inside Profile (batches) - Searches are word & lens combination. Displayed as blue boxes in nested folder (next to Edit Profile or cylinder w/pencil icon) - A single Profile may contain many searches - Individual searches can be selected, displayed, filtered and exported for external analysis - Cloning individual searches is a very common task during when setting up profiles o Clone to add different search terms while using same lens o Clone to deliver new search terms to separate groups 8 Location Based Social Monitoring / SnapTrends.com

9 >> Vault: Groups - A group is a collection of individual users - Vital for large data-set organization - Members can be added manually or by smart-grouping a profile or search - Cloned Profiles & Searches carry forward the parent smart-group settings - Groups can be populated by: o A poster that uses specific words or phrases o A poster that posts from inside a lens location o A combination of both - Groups are required for building complex multi-factor inclusion lists - Groups are measured for Mood (Happy or Upset) and Sentiment (Positive or Negative) - Groups can be sorted by the # of followers, # of posts, or date of posts to determine key influencers in a given topical area >>>> Individual Group members - Basic information displayed is the data written to the SnapTrends database - Extended Profile information displays twitter profile data we are not allowed to write to our database - Map User Network creates a hyper-tree social-network-diagram of the first 20 followers o Network can be extended out six levels o Handles listed on the left are linked to twitter profile page - Individuals can be members of multiple groups. Dashboard: Reporting SnapTrends currently has two basic report types: Profile Results & Group Members >> Profile Results report - Individual records from specific date range and written to an existing profile - Exportable to multiple data formats: >> Group Member report - Lists individual members (think tweeters not tweets) of a group - Multi-factor inclusion: If multiple groups are selected, resulting group member list will be limited to only those individuals that have membership in all selected groups - Exportable to multiple data formats: New Feature Mobile View (In Development) Please note that there is a NEW FEATURE on the system. There is a now a mobile-friendly version of SnapTrends that can be accessed from any cell phone, ipad or computer if you wish. The Display is different but is optimized for mobile. As you Log In, (On the Login Screen), click on "Mobile Site", just under "Forgot Password" and it will take you to the Mobile Friendly version. Once you pull up a profile and see results, click on any of the individual posts to see that displayed on a map. Location Based Social Monitoring / SnapTrends.com 9