Meltwater Quick-Start Guide Contents Introduction... 2 Meltwater at a Glance... 2 Logging in... 3 Account Management... 3 Searches... 4 Keyword Search... 6 Advanced Search... 7 Source Selections... 9 Inbox... 11 Mobile Application Inbox... 12 Dashboards... 12 Dashboard Templates... 13 Dashboard Widgets... 14 Reports... 15 News Digest Reports... 15 Dashboard Reports... 16 Appendix: Additional Step-by-Step Instructions... 17 1
Introduction Welcome to the new Meltwater media intelligence solution. Meltwater helps you stay on top of the online conversation, delivering insights that help you manage your brand, understand the competition, and track industry trends. This quick-reference guide provides easy instructions on how to get started using our application. Beginning with the fundamentals, it details how to: Log in and manage your account Set up your searches and monitor results Analyze and report on market conversations Share your coverage with influencers and stakeholders If you have additional product-related questions, please access our knowledge base or contact your Meltwater representative. Meltwater at a Glance You can access the Meltwater application through a web browser and on your mobile device (Apple ios or Android). To access either tool, log in to your account. Web Application 2
Mobile Application Logging in A Welcome email from your Meltwater representative or account administrator includes an account activation link. If you have not received it, please contact them. Once your account credentials are established, log in to the Meltwater application at https://app.meltwater.com/login. Your user name is your email address. Account Management With Meltwater, you can manage your account from a centralized location. Click the item in the left-hand menu bar to access: menu Account information User management RSS feeds Report settings Personal settings 3
Account information describes the authorizations provided to your company and your usage levels and includes number of users, widgets per dashboard, number of dashboards, number of saved searches, number of RSS feeds, and premium content subscriptions. To increase your application access, please contact your Meltwater representative. User management enables administrators to control access to the Meltwater application. Users can be added, edited, and removed. All users are assigned one of two roles: Administrators have the ability to manage users, saved searches, dashboards, and organizational reporting. Listeners can conduct ad hoc searches but cannot save them, and can also configure their own reports and personalize how they consume content streams in the application. Note: Administrators must send a new user an Account Activation invitation with instruction on setting their password. To do so, simply edit the user account and click the Invite link next to the new user s name. RSS feeds let you add custom sources to Meltwater and allow you to capture data coming from your favorite websites or third-party providers of broadcast media monitoring. Include this data as either a source for saved searches or directly as an input to dashboard widgets, the Inbox, News Digest reports, and Newsletters. Report settings are available for your Meltwater Reports. These reports consolidate search results and your analysis into an email to share with key stakeholders. Create and configure these reports from this settings panel or from within the dashboard. Personal settings help tailor the application to each user across your company. Manage contact information, change your password, select a time zone, and set the language for the user interface by choosing from among the 13 available options. Searches Searches help you locate and track your editorial, blog, and social coverage. Searches scan more than 30 billion documents and 30 million blogs globally (including content from Facebook, YouTube, and Twitter, RSS feeds, and your premium content subscriptions). Results are delivered to your Inbox, Reports, and Dashboards. Access the list of saved searches by clicking in the left-hand menu bar. The list displays: Type: indicates whether (news) or (social) sources are being queried by the search. Name: assigned by the author of the search. This field can be used to sort the searches. 4
Usage: lists the dashboards whose widgets draw from the search results. Created By: lists the name of the search author. This field can also be used to sort the searches. From this page, you can: Edit a search: Click the name of the search to add a filter or change its criteria. Add to a dashboard: one or more searches to add them to an existing dashboard as content widgets, or create a new dashboard for them. Delete: one or more searches to remove them from the application. When prompted, confirm your action prior to completing the deletion. Duplicate: one or more searches to copy their search expressions, which you can then edit to create a new search. Note that this will copy the source selection along with all other settings and keywords. 5
Build a new search: Enter a Keyword Search expression or select the Advanced Search option to build a new search. All Meltwater searches begin as ad hoc queries and are only saved when explicitly named. Keyword Search Meltwater offers Keyword Search a fast, simple, and powerful tool for searching coverage. Define your Keyword Search using concept, brand, or entity phrases that you drag and drop to create logical and/or/not statements. To create a new search: 1. Select which content type to query news or social. 2. Enter a word or phrase into the search box. Create a list of keywords and phrases by pressing tab after each entry. 3. Press Enter or click the Search button to advance to the Keyword Search page. 4. Use the All, At Least One, and None boxes to create a search expression. Move the words and phrases into the appropriate boxes to include or exclude them from your search. Manually add additional words or phrases by typing them into the appropriate box. 5. Refine your search by dragging and dropping Top Keywords from the list above the search boxes. Top Keywords is a set of words or phrases commonly found together with your search terms. 6. Define the case sensitivity of your search terms: No matching case is not considered Exactly match all letters are case sensitive 6
Only match capital letters makes only capital letters case sensitive not lowercase letters (for example, Android returns ANdroid and AndroID but not android ) 7. Filter your search by selecting from the Source Selection drop-down menu. Source Selection narrows your results to certain geographies, languages, sources, reach percentiles, or simply to a set of specific sources. 8. Click Update Search Results to view search results that will help you verify the search expression. 9. Click Save and name your search. 10. To add more-advanced logic to your expression, click the Advanced Search button. Advanced Search Advanced Search allows you to use a Boolean statement in your search. You can create Advanced Searches from scratch or start with a Keyword Search and modify its Boolean expression. To start, click the Advanced Search button in the upper-right corner of the Keyword Search page. Build your query by typing directly into the Boolean Query box. The more specific you are, the more relevant your results will be. Note: An advanced Boolean query cannot be represented as a Keyword Search. If you elect to modify a Keyword Search statement with Boolean logic, you won t be able to revert back to the Keyword view without losing your work. 7
Boolean Operators and Characters Advanced searches use Boolean operators and characters to help define relationships between keywords. By building a Boolean statement you can include wildcards as well as information about keyword locations and proximity to each other in your search statements. A list of the most commonly used operators and characters resides below. AND an inclusionary operator. The terms on either side of AND must appear together in an article, regardless of proximity to each other. OR a conditional operator. Either the term before or the term after OR must appear in an article for it to pull into the system. NOT an exclusionary operator. If the term on the right side of the NOT appears in an article, regardless of the left-side terms the article will not be pulled into the system. NEAR/n an inclusionary operator that considers proximity. The terms on either side of NEAR/n must appear together in an article within /n keywords of each other, such as NEAR/8 or NEAR/20. Title only searches the headline of an article when included before a search term. Ingress only searches the first paragraph of an article when included before a search term. Quotation marks use when you d like two words to be searched as one term. Parentheses use similarly as quotation marks, but to group multiple terms together. Asterisk a wildcard operator that can take the place of multiple characters; for example, implement* will pull implement, implements, implementation, and so on. Question mark a wildcard operator that can take the place of any single character; for example, implement? will pull implement or implements. Example Expressions Apple NEAR/5 design; Apple NEAR/5 expensive; Apple NEAR/5 WWDC This search displays documents about your company or a competitor, but only when one specific product or brand name, event, qualifier, or other keyword appears within five keywords of the company name. These proximity searches are similar to standard AND searches but specify a distance between the search terms. Use the NEAR operator when you want to ensure that there s a close relationship between two keywords in your results. 8
(Apple AND iphone) NOT (Google OR Android) Use this search to find documents about one of your company s products that doesn t mention a competitor. This example uses AND and OR to describe the relationship between the two company and product names; however, any combination of OR, AND, or NEAR/# can be used. (ios AND Android) OR ((OSX OR OS X ) AND ( Windows 8 OR Windows8)) This search returns documents that compare Apple s mobile and desktop operating systems (ios and OS X) with competing operating systems (Android and Windows 8). Because it s common to find misspellings even in professional writing, the OR operator has been included to catch common misspellings of the desktop operating systems. Tip: Removing Your Press Releases from Search Results If you send releases over the wire often, then you ve probably noticed that your company- or brandfocused search agents can become inundated with pickup from your own releases. Luckily, separating your company s press releases from other mentions is as easy as excluding any article with your standard company boilerplate. Let s use a search for Meltwater as an example: Meltwater NEAR/2 ( media intelligence or media monitoring or social media ) The updated search looks like this (changes in bold): ( Meltwater NEAR/2 ( media intelligence or media monitoring or social media )) not Meltwater helps companies make better, more-informed decisions based on insights from the outside. We believe that business strategy will be increasingly shaped by insights from online data. Note: Include only the first few sentences of the boilerplate, as the search matches keywords exactly and you don t know if there will be a typo or error when your release is re-posted. Source Selections Source Selections allow you to narrow your search to focus on particular publications, media types, geographic locations, and languages. A Source Selection offers a quick and easy way to focus on a target market or specific industry or language, or to limit the volume of a search. 9
To filter a search, click on the Sources drop-down menu in the upper-right corner of your search page. The menu shows a series of default selections, or Quick Pick Source Selections, as well as your list of configured Custom Selections. The Quick Pick options vary based on the content type of the search (news or social). Figure 1 News Source Selections To add to your Custom Selections: Figure 2 Social Source Selections 1. Click on Create New. You will see a list of filters that vary based on the content type of the search. Source type: The Meltwater source base covers several types of publications. Use this filter to select only those that fit your search needs. Language: Select the preferred language or languages of the search results. Geographic regions: Select any combination of continent, country, region, or subregion by clicking the box next to the options. Reach percentile: Meltwater receives monthly readership data for the majority of sources in our source base. The sources are then given a percentile ranking based on readership for that month 91 100 represents the most highly trafficked publications for the month. Source name: Query for a source by typing in a name and pressing Enter. RSS feed: Select from the custom feeds you have configured to feed into Meltwater. 10
2. Click on the expansion icon for each filter criteria to display the available options. 3. one or more options to include them in the filter. 4. Change your selections by clicking the next to the selected filter to remove it from the configured list. 5. Click Save to create the custom source selection, and assign it a name. Inbox Keep your saved search results current using the Inbox, which can be accessed from either the Meltwater web or mobile applications. This view displays all your tagged content and search results in a sortable, searchable manner. To access the Inbox from within the web application, click in the left-hand menu bar for a list of results from your most recently viewed search. Click any document headline to view the full result. Click the box next to a document or set of documents to take any of the following actions: Share a document through email. Tweet a link to a document. 11
Post a document to Facebook. Tag a document for categorization and future follow-up. Translate a document using Google Translate. Export a document or set of documents to Excel. You will receive the Excel spreadsheet via email typically within 15 minutes. Content Tags Content Tags help you organize documents into categories. Tags work like folders, but with a bonus: you can add more than one tag to a section of content. Once configured, content tags can be used to search your Inbox, filter dashboards, feed content to your newsletters and news feeds, and be assigned directly from your daily News Digest Report and Inbox by placing a on one or more items and applying a. Mobile Application Inbox Document access within the mobile application Inbox functions differently. Dashboards Dashboards provide real-time market analysis, captured in a series of interactive widgets. You can view the data behind each analysis and publish your dashboards in a Dashboard Report. 12
Upon entering the Meltwater web application you will see your default dashboard. Toggle among saved dashboards using the drop-down box in the upper left-hand side. Alternatively, you can click to access a full list. Within a dashboard view, you can: Change the date filter to look further back in time or analyze a limited set of days. Create a dashboard report by scheduling the dashboard to be emailed weekly. Share the dashboard with other users by inviting them to collaborate on the document, or email a snapshot of the view to a larger audience. View the details of any widget on the dashboard hover the mouse over the upper-right corner and click the arrow. Edit the dashboard by clicking. Change the dashboard name, update the default date range for the view, and add, edit, delete, and move widgets around in the view. You can also easily create a new dashboard in minutes by duplicating an existing dashboard or by starting with a dashboard template. Dashboard Templates Build a dashboard quickly using out-of-the-box templates and then tailor it to your business. Three dashboard templates are currently offered: Monitor: Focus on your content stream and get valuable indicators on coverage volume, velocity, and reach. Benchmark: Track historic and real-time performance of several brands or topics by coverage and drill down for insight on trends. Analyze: Explore data through visual breakdowns of trends and metrics around a search. After selecting a template the dashboard creation wizard steps you through configuration of the dashboard. 13
Dashboard Widgets Dashboard widgets analyze and display data as a component in a dashboard. A number of dashboard widgets are available to you out of the box: Content Includes the coverage stream on the most recent documents. Potential Reach Sizes your potential audience using readership statistics. Sentiment Score Calculates the net tonality score for two or more topics. AVE Assess the monetary value of received coverage. Top Publishers Define the top 10 media outlets covering a topic. World Heat Map Picture a story s penetration around the globe. Image Customize the dashboard by adding your own icons and graphics. Media Exposure Tracks coverage volume over time. Sentiment Assesses the tone of a brand s coverage. Share of Voice (SOV) Compare coverage volume for two or more topics. Top Locations Identify the top 10 markets discussing a topic. Trending Themes Uncover conversational patterns surrounding a topic. Top Languages Identify the top 10 languages discussing a topic. Text Add explanatory text where needed on the view. To add a new widget to a dashboard, name and configure it. Select one or more news searches, social searches, RSS feeds, or tags to feed data to the view. If appropriate for the widget, get more granular by assigning a chart type, label format, and date. You can also apply a series of filters to the widget to help you focus your view by date, geography, language, and sentiment. 14
Reports Meltwater Reports consolidate search results and analysis into an email that can be shared with key stakeholders. When creating a report, specify whether it is a News Digest or Dashboard report. News Digest Reports News Digest reports can be configured to publish a daily summary of news. The reports can be published in HTML or PDF format. Recipients with web application access can seamlessly transition to the Inbox from this report. Users can also tag, translate, and share content items directly from the report. 15
Dashboard Reports Dashboard reports provide a snapshot of your analysis at a single point in time. You can schedule these for weekly publication or send them out ad hoc. 16
Appendix: Additional Step-by-Step Instructions Adding a User Step 1: Click the avatar in the upper right-hand corner. Step 2: Select Manage Users. Step 3: Click Add New User. Step 4: Fill out the user s first name, last name, and email address and select their role. Step 5: Click Add User. Step 6: Once created, send the new user an Account Activation Invitation requesting that they set their password. Do this by editing the user account and clicking the Invite link that appears next to their name. Deleting a User Step 1: Click the avatar in the upper right-hand corner. Step 2: Select Manage Users. Step 3: Click Delete for the user you wish to remove. Once deleted, the selected user will no longer be able to log in to the account. Adding an RSS Feed Step 1: To access, click your avatar in the upper right-hand corner and select RSS Feeds from the dropdown menu. Step 2: Select Add RSS Feed. Step 3: Enter the RSS link from the website you would like included in the application. Step 4: Click Next. The application verifies the link and provides a preview of the feed. Step 5: Click Save. Meltwater begins receiving the content within 15 minutes. Your RSS feed will appear as an available RSS source within Source Selections and as an Input within your dashboards. 17
Deleting an RSS Feed Step 1: To remove a feed from Meltwater, click your avatar in the upper right-hand corner and select RSS Feeds from the drop-down menu. Step 2: Click the RSS Feed to be removed. Step 3: Press Delete. Step 4: A confirmation dialog box appears on the screen. Click OK. Creating a Keyword Search Step 1: Click Search. The application displays the list of saved searches you have already created. Step 2: To create a new search, select which content type to query news or social. By default, new searches poll the news content type. Step 3: Enter a word or phrase into the search box. Create a list of keywords and phrases by pressing tab after each entry. Step 4: Pressing Enter or clicking the Search button advances you to the Keyword Search page. Step 5: Use the All/At Least One/None boxes to create a search expression. Move the words and phrases into the appropriate boxes to include or exclude them from your search. Phrases that are commonly found together with your search words appear above the boxes. Drag and drop these words into any of the keywords boxes, or you can manually add words or phrases by typing them into the appropriate box. Step 6: Click Save and name your search using up to 21 characters. To add more-advanced logic to your search, create an Advanced Search. Editing a Keyword Search Step 1: Click Search. Step 2: Click on the search name you d like to edit. Step 3: Change the search name, keywords, and/or source selection. Step 4: Click Update Search Result to preview your changes. Step 5: Click Save to lock in your changes. 18
Deleting a Keyword Search Step 1: Click Search. Step 2: Check the box next to the search(es) you would like to remove. Step 3: Click the Delete button above the search list. Step 4: Click OK to confirm that you would like to delete the selected search item(s). If a dashboard was using the search, this confirmation window will list the dashboards affected by the action. The dashboard will still render but the widget using the search will require reconfiguration. Creating an Advanced Search Step 1: Click Search. Step 2: To create a new search, select which content type to query news or social. By default, new searches poll the news content type. Step 3: Click the Advanced Search button. Step 4: Write your Boolean search query. Step 5: Click Save and name your search using up to 21 characters. Editing an Advanced Search Step 1: Click Search. Step 2: Click on the Search Name you d like to edit. Step 3: Modify the Boolean expression to reflect the required changes. Step 4: Click Update Search Result to preview your changes. Step 5: Click Save to lock in your changes. Deleting an Advanced Search Step 1: Click Search. Step 2: Check the box next to the search(es) you would like to remove. Step 3: Click the Delete button above the search list. 19
Step 4: Click OK to confirm that you would like to delete the selected search item(s). If a dashboard was using the search, this confirmation window will list the dashboards affected by the action. The dashboard will still render but the widget using the search will require reconfiguration. Editing a Source Selection You can edit custom source selections while you are configuring a new search or editing an existing search. Step 1: Click the Source Selection drop-down box. Step 2: Click Edit next to the custom source selection you want to modify. Step 3: Modify the filter options. Step 4: Click Save. Deleting a Source Selection You can delete custom source selections while you are configuring a new search or editing an existing search. Step 1: Click the Source Selection drop-down box. Step 2: Click Delete next to the custom source selection you want to remove. Step 3: Click OK in the confirmation box. 20