A Subject is an area of the platform, in which you can associate different types of communications to an overarching project/issue or incident, and report/assess the data at a later date.

Subjects form part of our SRM offering and are sometimes known as Issues, Campaigns or Topics; as they can be used in different industry areas, including Policy, Press and Stakeholder comms.
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Firstly, navigate to the Subjects module, sometimes this is known as 'Issues' >

This first page will show you a list of all the currently created Subjects >

Next you can click 'Create New', up on the top right of the window.

From here you can enter the details of the Subject. The fields with the asterisk are compulsory >
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​Title: Give your Subject a Title so everyone in your Team understands what it's used for.

Description: Provide details regarding why the subject exists and what it will be used for.

Assignee: This is initially the person who creates the Subject, but can be amended to show who is in charge.

Start Date: The start date of the Subject.

End Date: The end date.

Subject Type: This dropdown usually defines some of the reasoning for the Subject, so you may report on these later, you can request your own to be added, but initially these are the default >

Global Category: This is usually used as a further definition of the Subject Type. >

Team: Depending on your set up, you may have several teams using the Subjects and Interactions modules, e.g. Media Team, Public affairs.

Direction: Initially set up as Proactive or Reactive, but nothing to stop you from having further options added.

Status: Initially set up as Active and Inactive , but you may opt to have further options added.

Once created, you may assign various types of communications to them. We will cover this in the next section.

Note: Subject Types and Global Categories can be pre-defined by the Support Team.

When you click into a Subject, you have many options starting on the left hand side. This menu, will give you a summary of what the Subject contains. If you select each of these, the middle section of the page will itemise them and allow you to link existing records, or add to them >

The Summary is an overview of the Subject and will provide details of all the touchpoints to the Subject. These can then be itemised or downloaded as a PDF >

These quick actions allow you to create a new record of each of these. For more info on adding or linking existing records, use the Menu links.

This area allows an overview of all records associated/linked to the Subject. From here you can click the View All button in the top right of each record type to see all records of that specific type attached, and also create or link records of the same type. Please note clicking into View All allows navigation to the same screen as from the records buttons in the Menu area.

Progress - This dropdown allows the choice of 'Complete' or 'In Progress'. Click the Tick icon to simply Complete the Subject.

PDF Download - Downloads all records into a comprehensive Dossier, you can also select the information to be included >

Delete - Removes the Subject Entirely. All records will still be saved in their respective modules e.g. Distributions, Interactions etc.

Save - Save progress and changes made this session.

Cancel - Cancel changes.

Compact - This view shows records in rows.

Expanded - This views records in a tile layout, which shows more information from the record.

The briefings area allows the creator to add notes relating to the subject/project with specific notes highlighted. Click into this area and click +Add Briefing to add a new set of notes >

This area will then allow you to enter notes regarding the specific project so your team are aware of the specifics.

Start by selecting the coloured titles along the top to create your note. You may also enter the name of the person who cleared the information and then press 'Save' >

Records can be associated with the Subject in a few ways.

At the very top of the Vuelio platform, you may click Quick Add to create a new record of whatever you select. This in turn can then be linked or associated to a Subject, either when creating it initially or later on from the Subjects module >

See these separate guides on adding each record (in most cases these guides will also show how to associate them to the Subject):

Adding an Interaction

Creating a Press Release

Create a manual Article

Note: Private contacts and Outlets can only be associated to Subjects when they are being created from the module directly.

Here are the guides on creating them without associating them to Subjects:

Adding a Private Contact

Adding a Private Outlet

All records which are created from the Subjects module can also be associated with Subjects at the same time.

Firstly, click into the Subject that you wish the records to be associated with >

For all of these selections you will have the ability to either Link the record or create a new one; each of these will have a pop up to complete various fields.

NOTE Distribution is the exception as this only creates a simple record instead of setting up and sending the Distribution in full.

Files can also be attached to Subjects, select from the Menu on the left and click 'Choose Files' to add from your computer >

This area will allow you to select and categorise the Subject in different ways >

Assignee - This is effectively the initial creator/owner of the Subject.

Start Date - When the Subject was first created

End Date - You may select an end date for the Subject/Campaign.

Global Category - These can be set by [email protected] but will initially have defaults like, e.g. Consumer, corporate, legal, financial. Contact [email protected] to edit this further.

Team - Can be amended by the support team but initially will default to Communications/Marketing/Policy.

Direction - Proactive/Reactive or None.

Subject Type - Again these can be edited by our Support team, and initial have options for, e.g. Campaign, Crisis, Media, Political.

Custom Fields - These can be created/edited by our support team and can consist of whatever your company requires. These will generally be dropdown options.

Subjects Reporting