In order to create alerts, you first need to have a saved search with the parameters set for the intended alert.
It is also helpful to identify the most relevant keywords you want to monitor, as these will be the foundation of your saved searches. Keywords can include industry-specific terms, organisation names, or notable individuals, depending on your monitoring needs.
The guide below will show you how to create Saved Searches and then use those searches to create alerts.
Saved Searches
Saved searches are a great way of saving large sets of parameters. Allowing you to jump back to the content pertinent to you and your reports later on.
Including keyword-specific filters ensures that your saved searches are highly targeted and relevant to your needs. For example, prioritise selecting keywords that are unique and directly related to the subject areas you wish to monitor.
Firstly, navigate to the Monitoring Inbox:
In the example below, I have already chosen a few filters. Refer to THIS article for navigating and filtering your coverage. I have selected filters and have the set of coverage I want to see in the future. Notice how many filters I have applied:
To run this again in the future may be time-consuming, so to save time, click "Create" along the top and name it:
The next time you click into the platform, this search will be available if you click 'Load':
Select the search you wish to load and click 'Load':
This will then show coverage based on the pre-set filters.
Just above the filters, the name of the saved search will be visible. Below this will be a few options:
Save - If you make changes.
Save As - If you wish to save the search with a new name and possibly additional filters.
Options - If you need to rename or delete the search entirely.
If you click the name of the saved search, you have the options to either remove the search and run a new one, or Load another.
Creating / Editing Alerts
Alerts are a great way of keeping informed about the coverage important to you, on an hourly, daily or weekly basis. They keep users updated about relevant media coverage, offering timely updates on covered stories or mentions across selected outlets.
Alerts are available every day of the week, including weekends, ensuring you never miss important updates.
Begin by identifying specific keywords that are relevant to the alerts you want to create. These keywords will guide the alert system in filtering content more effectively.
Alerts utilise Saved Searches, so you will need to either have completed the first steps above or contact [email protected] to arrange set-up.
Firstly, click 'Alerts' on the top right side of the Monitoring Inbox:
You will then see all the previously created alerts. You can click the Pencil icon next to the alert you wish to Edit.
For now, just click 'Create Alert' on the top right:
Here you will complete the Alert options in three steps:
Details
Email Subject - This is the name of your alert and the subject line of the email which is delivered.
Schedule - Allows you to select the frequency and specific dates you wish to receive the alert, including weekends. Typical delivery times include 6:00 AM, 8:00 AM, and 9:00 AM, but these can be adjusted based on your preferences. Click Add + to select specific times. Note that the timing of an article's publication and its inclusion in an alert depends on when the system processes the article. Stories published shortly before the next alert may appear in subsequent alerts due to processing schedules.
Saved Searches - This is where you can select your saved searches, which the alert feeds the coverage. Therefore, any coverage matching each criterion of the alert will be delivered.
Recipients - Select the Vuelio users who need to receive the alert. Or free-type an email address and select it to add ad-hoc recipients. There is no limit to the number of recipients who can receive these alerts.
As you select options, you will see these detailed on the right-hand side.
Click 'Next' on the bottom right of the page to proceed to the next page of specifics.
Example Alert Schedules
Daily News Alerts: Delivered at 8:00 AM, Monday through Sunday.
Monitoring Inbox Alerts: Delivered at 9:00 AM and 3:00 PM, now available 7 days a week.
Immediate news alerts: delivered 24/7 (recommend not to have "send empty email" enabled, as this will flood your inbox).
Format Options
You will now see three tabs >
Template - Will allow you to select certain layouts for the alert being created; they differ slightly, so please see the images below for details. Your company logo can also be added at the very top. >
Default:
Basic:
Political:
Content - Allows you to add certain data/information to the alert >
NOTE: If you have added Notes to your articles, these will override the Snippets in your alert emails.
Customisation - Allows you to add your brand colours and logos (you will need the URL of your logo) to the alert >
With the Logo, all you need is a URL of the Logo you wish to use; by default, this is placed on the top right of the alert.
Each piece of detail in the alert can be amended with its own colour, using HEX, RGB or by selecting a colour manually using the spectrum. You can see how an edited version can look in the images above.
Further down the page, Custom Grouping allows you to add sorting to the alert, so you can, for example, add a grouping by the Tags you have enabled. In the example below, I clicked Add and selected Tags.:
Click 'Next' to continue to the last page, where you can save and start receiving your alert.
Status
Here you can now Send yourself an example of the alert, by clicking 'Send Yourself Copy', and/or Activate the alert, by selecting 'Start Sending'.
Remember to click 'Save' on the bottom right-hand side, and your alert is created!
If your alerts do not activate as expected, you may need to contact support at [email protected].