Creating a new Monitor enables you to start gathering social data. This guide will walk through how to create and new monitor and how the different rules in monitors work.
To begin, click on the + Create Monitor button or the green + at the top right of the Monitors Overview page.
Monitor Creation Wizard
The Create New Monitor Page gives a user the option to use the Monitor Creation Wizard or to manually set up monitor Rules. For more info on the Wizard, click HERE. We'll continue to regular monitor creation via Advanced Setup
Name Your Monitor
Next, we'll name the monitor. The name can be updated at any time and it will be reflected on the Monitors Overview page.
NUVI Tip: Name your monitor something relative to the data or campaign.
To set up a monitor, start by adding a new rule group.
Within each rule group, you'll create a set of rules. The monitor will then crawl all the social media posts on the web and only show you the posts that meet your set of rules.
Rules are broken up into three parts:
- Include post with or Exclude posts with
- All or Any
- Search Options
Tell the rule whether you want to include or exclude all or any posts that contain words, character sets, proximity, domains, languages, networks, social profiles, map regions, locations, custom data sources, or places.
Let's create our first rule!
In this example, we'll Include posts with + Any + Words, type in Tesla, then create an AND rule containing Cyber Truck. This will pull any mention with both the terms Tesla AND Cyber truck
A few things you'll notice:
1. Capitalization doesn't matter - rules are not case sensitive.
2. "All" Rules will require a post to contain every keyword that is in your rule in the same post.
Words can be singular words, phrases, or hashtags. Monitors no longer require quotations for exact matches, simply separate phrases with commas.
Tesla, #tesla, @tesla, Cyber Truck, #cybertruck
Think of Character Sets as words contained in other words. These are great for acronyms that are used in handles, hashtags, etc. Or if you want to capture multiple uses of a word such as sick, sickening, sicken, sicker, sickest, etc.
Example: NUVI would bring in nuvi, @nuvi, @nuvisolutions, @nuvihelp, #nuvi, #nuviknows, #nuvisolutions, #nuvi etc.
Key Note: By adding a Character Set to your query, you will not be able to get a monitor preview.
When editing a monitor, the user can use the proximity search rule to find relevant data within the space of another word or phrase.
Included in the Edit monitor are rules on how to use the Proximity rules.
- Proximity allows you to match posts based on the proximity of 2 or more words (case insensitive).
- Proximity will look at before and after 4 keywords to find matches. (Twitter only allows a 2-word look before)
- For example, if the sentence is Engineering has started to show videos of new research.
- You could match this sentence by adding 4 engineering videos. Because engineering and videos are within 4 words of each other.
The maximum limit for proximity search is 5 words from each other.
Adding domains allow you to track when URLs are shared in a mention. If you wanted to track a specific URL, enter it in and Monitors will track it every time it gets shared. All networks can be pulled when using the Domains rule.
Adding Social profiles allow you to track when a particular social profile shares or posts. If you wanted to track a specific social profile, enter it in and Monitors will track it every time the profile posts. Only public profiles are able to be tracked.
Social profiles can be tracked on these networks:
- Blogs, News, RSS Feeds
- Stack Overflow
Note: In order to request data from Specific Facebook social profiles, one must add the social profile to a rule in one of their monitors. You can filter what mentions are received from this rule by adding a word or other rule group. Click Here for more information.
Custom Data Sources
You can inject your own personal data using an API*. You can ingest data from Slack, Gmail, etc.
Custom data can be added to the ruleset. A list of the available data sources will display.
Ask your Client Success Manager about this.
*This requires development and an additional charge to enable
In Monitors, you can select which languages to pull mentions from. By default, all are selected for the broadest search possible. We have the capability of tracking over 60 languages.
The languages we track are:
- Sorani Kurdish
*Unknown accounts for non-categorized languages such as emojis or computerized languages such as @,#,&, etc.
Key Note: Previews with language rules require that you use characters in the specified language(s). Certain character-language combinations may not work with Twitter preview.
In Monitors, you have the capability to limit your search to specific social networks. By default, all networks are selected.
The networks we track are:
- Blogs, News, RSS Feeds
- Product Reviews
- Stack Overflow
Key Note: Unless Twitter is a selected network, you're unable to run a monitor preview.
Note: Only about 50% of Twitter Users Share their Location. Including Location Rules can limit the scope of the data being pulled into your monitor.
Locations are similar to Map Regions but encompass Countries, States, and Provinces. Map regions are more of a geo-fence.
To add a Location, simply select Locations from the query options and then either select Countries or States and Provinces. Type in the location and check the box to select it, then click Save.
Note: Instagram no longer provides this data. Any rule group with a location will not pull IG data.
Map Regions are geographical locations you can set to only pull mentions from. They are great to use for events in cities or to listen to what people are saying in a specific location, etc.
To create a geo-location, click the Map Regions query option. The user would then click and drag on the map to a location on the map and select the location to add it to your list of tracked locations. By default, it will set a 25-mile radius (40-km radius) and can be resized down to 1-mile radius (1.6-km radius).
Previewing enables you to get a quick look at the types of mentions your monitor may pull based on the past 30-days of Twitter data.
After you've created your query rules, click Preview to get an insight into whether or not the monitor will pull data you're looking for.
Once you've created or made changes, click Save Monitor to save your changes.
This will run a preview and show you an estimation of how many mentions should be pulled.
Click Save to save your monitor or click Cancel to remain to edit.
Note: The monitor will start pulling in data the moment you hit save. However, it will not pull in retroactive data by itself. You would need to do a historical job to pull in retroactive Twitter data.
Back to Monitor:
Clicking Back to Monitor will discard any changes you've made.