Accessing your lists is simple, follow these steps in order to access your saved Contact and Outlet lists.
Navigation to My Lists
Click on the Influencers tab.
Click on the My Lists option.
Finding a Media List
In the upper left-hand corner, click on the type of list for which you are looking: Contact or Outlet.
If you know the name of the list you are looking for, begin typing the name in the Search box. The system will show you any lists whose name match. (NOTE: This search bar option will only appear if you have more than 8 lists saved in the system.)
If you find the desired list by searching, click on it.
If you do not know the name of the list, you can always scroll through all list names until you find the one for which you are looking. When you find the desired list, click on it.
The gear icon, found in this area, will take you the administrator area for all lists where you can see who owns the list, when it was created, when it was last edited and how many contacts or outlets are in the list.
Sorting your Media Lists
If you have 8 or more lists saved in your system you can sort your media lists by five different criteria to make finding lists easier.
To the right of the search box, you will see asort by drop down. Once you select it you can choose to organize your lists by the following:
Recently Edited: Will sort lists by those most recently updated
Date Created: Will sort lists by the date that they were first created
Name: Will sort lists alphabetically by name
Owner: Will sort lists by who originally saved the list
Number of Contacts: Will sort lists by those with the most number of contacts
Adding Notes to a Media List
You can add notes to an overall media list. This is great to leave any information you would like to convey about the contacts on the list or why the list was created.
To leave notes on a Contact or Outlet list head to the My Lists section and click on the list you would like to leave notes on.
Users with access to your Cision Communications Cloud accountwill be able to view your note from both the Lists and the Analysis view of the list. If the note is long, users will be able to hover over the note to see it in its entirety.
After Clicking on the Media List:
Click the pencil icon under the list name.
Type in the note you wish to add.
Click the Save button.
Working with a Selected Media List
When you click on a Contact or Outlet list, you have a variety of options available for working with the list.
At the top of the page, you will see the name of the list followed by the number of entries contained within that list.
The Filters section will enable you to apply filters to further examine the list or begin the process of making a new list from the existing list.
The In This List panel will show you all the members of the list in the left pane while showing you the profile for each member of the list in the right pane.
The Sort by button will enable you to sort list members by various data.
The View buttons will allow you to select either the grid or profile view.
The Options Toolbars in this area will enable you to add to and delete from your list, report on the lists, or send an email distribution to selected members of the list.
Select either the Lists or Analysis View. The Lists View to see individual members of your media lists while the Analysis View will use charts to describe members of your lists.
Selecting a View for Saved Media Lists
You have several options available for viewing your list. These options enable you to specify how you see the data associated with media contacts or outlets in your list.
Profile View
Grid View
Using the Lists View Options
When using the Lists option, you can use a Profile View or Grid View to see your Media List. You have the option of selecting your favorite view as the default but can always toggle among the view choices.
To access the Profile or Grid Views, select the Lists button in the upper righthand corner.
By default, you will be directed to the Profile View.
This view will enable you to see each Contact or Outlet’s profile in the righthand pace when you select their name in the left pane. You can sort the results in this view according to various data points.
Click on the Sort By: option to select how you would like to sort the list of media contacts or outlets.
To switch to the Grid View:
Select the hamburger button.
This view will allow you to see data about multiple Contacts or Outlets at a time. Within this view, you can sort data by the columns and deselect any columns you don’t want to see in this view.
Select the gear icon to customize your Grid View.
Select columns of data that you want to see in this viewwhile unchecking any you don’t want to see.
Drag and drop columns to put them in a different order.
Click the triangle icons in any column that they appear to sort the results according to the selected data in ascending or descending order.
Using the Analysis View Option
The analysis view will show you a dashboard of charts. The grouping of charts presented will be different based on whether you are viewing a Media Contact or Media Outlet list.
To access the Analysis View, click on the Analysis tab in the upper-right hand corner of the the My Lists screen.
The Media Contact List Analysis Dashboard
At the top of this dashboard, will be a map showing where your Media Contacts or Outlets are located.
Underneath that, you’ll see a breakdown of what subjects the people on your list cover and how many contacts cover that subject.
To the right, you’ll see a real-time Twitter feed aggregating the tweets from the people on the list.
The Media Outlet List Analysis Dashboard
The Media Outlets Insights View shows the following charts:
A map showing where the Media Contacts in the list are located.
A chart showing a breakdown of the Media Types represented in the list.
Renaming or Deleting a List
You can rename and/or delete a list in the My Lists section of the page.
Rename a List:
Click on the Pencil icon next to the media list you would like to rename.
When the Manage My List menu appears, use the Name text box to type in the new name for the list.
Click Ok.
Deleting a List:
Click on the Trash Can icon next to the media list you wish to remove
Click the Delete button to fully delete the media list.
Filtering a Saved Media List
The filters that appear in the lower left-hand corner of the screen help you further examine a list or create a new list from an existing one.
Select the list you would like to filter.
Click the filter(s) you would like to apply.
Select as many filter choices as you wish at a time. You can repeat these steps to apply additional filters at one time.
To remove a filter at any time, uncheck the box or select the Clear Filters option(s).
Check either all of the Contacts or Outlets found by the filter or, check individual contacts or outlets.
Click Add to List to add the filtered and selected Contacts or Outlets to an existing or new list.
Click Download to either Export to Excel or create a Briefing Book to run a report on the filtered and selected Contacts or Outlets.
Click Connect to Send an Email to the selected contacts or Create an Activity.
Click Remove to deleted filtered and selected Contacts or Outlets.
Working with List Members that have Multiple Outlets
If there are Media Contacts in your list that are associated with Multiple Outlets, you will see each individual record listed by default in the My Lists view.
You can turn this filter off to see these Media Contact records consolidated if you prefer.
Under the Contacts with Multiple Outlet Records filter, slide the toggle to off.
For any contacts with more than one record in your list, they now be consolidated into one record with the Multiple Outlets label.
When using this consolidated view, Media Contacts with more than one record will have a link in the profile view which will enable you to easily move from one profile to the other.
Adding Recommended Additions to a Contact List
You can add Recommend Additions to your Media Contact list regularly.
Including Recommended Additions to your Media Contact list will help ensure that you are constantly keeping your Media Contact list up to date. The Recommended Additions feature actively recommends Media Contacts that may be good candidates for your list.
These recommended contacts have had a profile change in the past 30 days in such that they now meet the criteria you used to create the Media Contact List initially. The following steps can be used to find Recommended Additions to any Media Contact List.
Click on the Contact tab in the My Lists panel.
Click on the Contact List for which you would like to see Recommended Additions.
Click on the Recommended Additions button.
Place a checkmark any Contacts in this section that are good candidates for your list.
Click Add to List to add the checked Contacts to your list.
Removing Contacts or Outlets from a Media List
You can Remove/Delete Contacts or Outlets from a list easily at any time.
In the My Lists panel, click Contact or Outlet based on the type of list for which you are looking.
Click on the name of the Contact or Outlet List from which you would like to remove Media Contacts or Outlets.
Place a check mark by the names of the Media Contacts or Outlets that you would like to remove.
Click the Remove button. If you want to use the filters to identify groups of contacts or outlets that you want to remove from a list, click here to learn more about filtering a list.
Sending an Email to a Saved List
You can send an email to members of a saved media list from the Options toolbar on the My List page. This option works well if your purpose is to send an email distribution to only one list or selected members of one list.
Select the list to which you would like to send the email.
Apply any desired filters to the list.
Check the Contacts or Outlets to which you would like to send.
Use the top checkbox to select All Contacts or Outlets in a List.
Use the individual checkboxes to choose specific Contacts or Outlets.
Click the Connect button and choose Send Email.
Reporting on a Saved Media List
You will see options for reporting on your list in the toolbar. The first option will enable you to Export data associated with your list to an Excel file. The second option, available only for a Media Contact List, will enable you to create a Briefing Book report which is a .PDF file.
Once you have checked either all of the members of a list or some of them, the options toolbar will become active. There you will see the reporting options.
Select the list to which you would like to create a report.
Apply any desired filters to the list.
Check the Contacts or Outlets to which you would like to include in your export or briefing book.
Use the top checkbox to select All Contacts or Outlets in a List.
Use the individual checkboxes to choose specific Contacts or Outlets.
Note: Only Contacts can be added to a Briefing Book.
Click the Download button and choose either:
Export to create an Excel filte with data about the Contacts or Outlets.
Briefing Book to create a .PDF file with many details about the selected Contacts.
Viewing Properties for Lists
The gear icon located by the My Lists heading will take you to the settings area of the system where you can see the properties associated with each list in the data group such as who owns the list, when it was created, when it was last edited and more.
To see the Properties for your media lists, click on the gear icon located by the My Lists heading.
You will be taken to the Settings area of the system where you can see who owns the list, when the list was created, when it was last edited, and the number of outlets or contacts in the list in a grid view.