MediaSource. Research. Quick Reference Guide. Research + Contact

Transcription

1 Communication Cycle MediaSource Research Research + Contact

2 Homepage/QuickSearch Welcome to MediaSource Research At your fingertips is the most comprehensive media database available, covering more than 200,000 outlets and 600,000 media contacts globally. With an average of 14,000 updates made in-house daily, you have access to the most accurate data in the industry. This guide will help you understand some of the most useful features, including: QuickSearch is used to quickly and easily search for specific keywords. You can either use one or multiple fields depending on how general or specific you want your results to be. It is most commonly used to search for a single organization name or contact name. Building your own customized, targeted media lists. Selecting journalists and editors by beat and many other criteria. Managing and organizing your lists. Table of Contents Topic Page Homepage/Quick Search 2 Power Search 3 Project Manager 4 Distribution 5 Managing Lists 6-7 Reports 8 Keeping Organized 9 Search Fields Organization name: Enter the full or partial name of an organization you are looking for. Example: Chicago Tribune or Herald. Organization Type: Select the Organization Type you want to search for. Example: Daily Newspapers. Organization Profile: Type Exercise, for publications mentioning exercise in the profile. Top: Search by circulation for Magazines and Newspapers. Example: 10 gives you the overall top-10 publications. DMA: Select a Designated Market Area to search by. Example: Chicago. Editorial Calendar: Type Food, for any publication that has an Editorial Calendar mentioning food. Contact Name: Enter the name of a contact you are looking for. Example: Mary Smith Beat/Title: Type Sports, to find the contact covering that beat. Click the question mark to view all possible beats. Pitching Tips: Type wireless, for any contact with wireless in their pitching tips. Search using an address. Phone/Fax: Search using phone or fax. Example: or (312) Example Find the top-10 Daily Newspapers with a Beat of Food. 1. Organization Type is Daily Newspapers. 2. Top is equal to Beat is Food. 4. Choose the work area you want the results displayed. Either will do. 5. Click Search. Page For additional online training and best practices go to the Knowledge Center in MediaSource Research

3 Power Search PowerSearch allows for the building of complex and highly-targeted lists by drilling down into each organization type. To access PowerSearch, click the PowerSearch tab on the left side. Example PowerSearch is a three-step process. A client wants to build the following list: Travel Magazines, Daily Newspapers and Travel TV Shows in the top 3 DMA. For the Newspapers they want to make sure they have a circulation of 300,000. They are looking for people covering travel at all three types of media. Under shows if they don t have someone who covers travel they want a producer or a host First, check the organizations you are looking for: Magazines, Daily Newspapers and Shows/Programming (includes TV, Radio, and Cable). Click Next. 2. Second, In the Common field select Area by Market Range and Beat. Click Add. Multiple items can be selected by holding down the Ctrl key. These criteria will appear under all selected Organizations. In the Magazines field select Category, click Add; in the Daily Newspaper field select Circulation, click Add; in the Shows/ Programming field select Organization Type and Topic, click Add. Click Next. 3 4 Note: For definitions of all criteria, click Help > User Guide. Click List Building & Maintenance > Criteria Definitions. 3. Third, In the Common tab, define your criteria: To the right of DMA select New York in the top field and Chicago in the next. Click Add. Under Beat Parameter select Travel, click Add. 4. In the Magazines tab, define your criteria: Under Category Parameter select 86A- Travel Trade and 86E-Travel. Click Add. 5. In the Daily Newspapers tab, define your criteria: Check the box to the right of, Omit Organizations Without Selected Beat Contact(s). Under Circulation Parameter select quantity range and type in the Greater Than box In the Shows tab, define your criteria: Under Beat Parameter select Producer and Host in that order, click Add. Under Organization Type Parameter, click Remove after selecting all criteria except Television Network Show, Television Station Show and Television Syndicated Show. Under Topic Parameter select 6 Travel, click Add. Save your criteria for future use by clicking Save Search: Give the criteria a name and select a folder to save it. Click Save. Choose the work area you want the search results to be displayed. Click Search. For additional online training and best practices go to the Knowledge Center in MediaSource Research Page 3

4 Project Manager Organize saved items into a logical order using a folder structure similar to Windows Explorer. Store all items (Lists, Personal Contacts, Saved Searches, Appointments, Notes and Tasks) in folders, and share information with other users. Folders There are five types of folders that can be created in MediaSource Research. 1. Personal Folder: A Personal Folder is automatically created for every user. It can not be deleted, moved or shared. 2. *Client Folder: A Client Folder is used to keep track of clients within Project manager. The folder is a part of the overall Project Manager hierarchy system for organizing information. This folder type is used to represent a company or person for which work is being completed. 3. *Project Folder: A logical hierarchy within the Project Manager is to keep your projects in specially labeled folders. A Project Folder contains projects and project information. This folder usually resides within a Client Folder. 4. *General Folder: A General Folder can be used to house all lists, all contacts or anything else. The folder is part of the overall Project Manager hierarchy system. 5. User Group Folder: For clients with multiple users, User Groups are an efficient means of sharing files and folders. By assigning users to a User Group, you are allowing each user within that User Group to have access to all files and folders located within that User Group folder. Only Administrators have the ability to create, edit and delete User Groups. * 2,3 and 4 are the only folders that can be created as sub-folders Examples Create General, Project or Client folders. 1. Open Project Manager by clicking its link on the left-hand navigation bar. 2. From within Project Manager, Click File at the top of the page, then New > Folder, and select the type of folder to create. 3. Depending on your selection, you will see either the Client Detail screen or the Project Folder Detail or the General Folder Detail. Fill in all necessary data. 4. Click Save. The Project Manager page appears showing the saved folder. Note: Save a folder within another folder by clicking on it and following the four previous steps. Create a User Group Folder. 1. Click Administration > New > User Group. 2. Enter a name for the group. 3. Click the Select button located under the Users box. A list of your users will appear. 4. Select the users who will be a part of the User Group by placing a check mark in the box to the left of the user s name. 5. Click Update. 6. The Description field is optional. It can be used to include detailed information about the User Group. 7. Click Save. For the users you selected the folder will appear under Project Manager. Page 4 For additional online training and best practices go to the Knowledge Center in MediaSource Research

5 Distribution CISION offers two types of Services and two types of Fax Services. Direct /Fax: Sends your personalized or fax instantaneously through MediaSource. Follow-up reports are available online for 60 days after the distribution date and a record of your past /fax distribution is available indefinitely. This method is available 24 hours a day, 7 days a week. CISION s Assisted /Fax: Send your /Fax to CISION for customization. Available Monday through Friday, 9:00AM to 5:00PM Eastern Time. Example: Direct 1. Click on the left-hand navigation and choose Direct Step 2: Complete all project and contact information (recipients will not see this information) A red * is a required field. 3. Step 3: Click the select button, check the list you want to send for the distribution, and click Update. 4. Step 4: Provide header information. 5. Step 5: Provide the message to appear in the body of the by either typing the message in the text box, or by copying the message from an existing document and pasting it in the text box. Personalize your by clicking on Insert Merge Field and selecting a field from the list. 6. Click Next. 7. Verify all the information for the is correct. If you would like to send a test, click Test, otherwise click Next. 8. Agree to CISION s /Privacy Policy. 9. Click Send. 10. To view the status of your project after it has been sent, click on the Summary tab located in the left-hand navigation bar, and then click on the project name. Assisted follows many of the same steps, but puts CISION in the driver s seat For additional online training and best practices go to the Knowledge Center in MediaSource Research Page

6 Managing Lists The work area is where all saved lists and search results are viewed. MediaSource has two Work Areas, enabling users to work with two lists at one time. The Work Areas are accessed from the left-hand navigation bar. Display Options Customize how search results display. 1. Open the search results to a Work Area. 2. Click the List Builder menu and choose Display Options. 3. At the Display Options box checkmark the column names you would like to view (15 maximum) from the Columns List. Specify how you would like your list sorted under Sort Choices. 4. Optionally you can click Consolidate to bring all selected items together. You can highlight an item and use the arrows to place it where desired. Click Update. Delete Items Delete records from a list of search results, or delete files in Project Manager. 1. Checkmark the records in the search results or checkmark the files in Project Manager to be deleted. 2. From the Edit menu, choose Delete. A message will appear asking if you are sure you want to delete. Click OK. Replace Contact Replace a contact listed in the Work Area with another contact at the same organization. This feature can be used with records that do not have a contact name. 1. Checkmark the contact in your list you would like to name or replace. 2. From the List Builder menu choose Replace Contact. 3. Checkmark the contact you would like to be added to your list. 4. Click Update. A message will appear that the record was successfully replaced. Page 6 For additional online training and best practices go to the Knowledge Center in MediaSource Research

7 Managing Lists Saving a List 1. With the list you want to save displayed in the Work Area, select File > Save. 2. Enter a name and an optional description. 3. Click Select Location. 4. Click the red folder, not the name of the folder, where the list should be saved. At the top of the screen click Select Folder. 5. Click Save. Move a List 1. Go to the folder where the list you want to move is saved. 2. Place a checkmark to the left of your file. 3. Click Edit > Move, and choose the folder you would like to move your file to. 4. A Success message will be displayed. Exchange Work Area Data Add only the selected record in one Work Area to the opposite Work Area. This function is most commonly used for merging two lists together or for users who intend to save only the check marked records. 1. Checkmark only those records you want to keep as part of the list. 2. From the List Builder menu choose Add To and then either Work Area 1 or Work Area 2 (whichever Work Area is opposite from the one you are currently in) A message box will come up letting you know the records were successfully added to the opposite Work Area. 3. Click OK. 4. Go to the opposite Work Area and save the records. List Sharing User Groups are an efficient means of sharing files and folders with other users. By assigning users to a User Group, you are allowing each user within that User Group to have access to all files and folders located within that User Group folder (see the Project Manager section for information on how to move files and folders). Only Administrators have the ability to create, edit and delete User Groups. For additional online training and best practices go to the Knowledge Center in MediaSource Research Page 7

8 Reports Before creating a report it is important to be aware that active pop-up blockers can prevent some of the functions below. Disable them if you can. Printing Reports allow you to create organized, hard copies of list information. 1. Select File > Print > Reports, and then the desired report. 2. Select the format of the report. Choose either Rich Text Format (Microsoft Word) or PDF (Acrobat Reader), click Submit. 3. The report appears. To print the report, click the printer icon. Exporting The Export File feature exports the information displayed in your Work Area into a comma-separated values (.csv) file that can be opened in Microsoft Excel as well as many other software programs. 1. From the File Menu, click Export. 2. Choose As Displayed to export only the information appearing in the Work Area. Choose Mailing or Shipping to export the information appearing in the Work Area plus the addresses for each record. 3. At file download box choose Save or Open. Print Labels The Mailing and Shipping Labels function within the File menu allows you to generate and print labels for your Search Results. 1. From the file menu, select Print and choose either Mailing or Shipping Labels. 2. Select the appropriate type of Avery labels. 3. A box will appear prompting you to select the format of the labels. Choose either Rich Text Format (Microsoft Word) or PDF (Acrobat Reader), and then click Submit. 4. The labels are generated. To print the labels, click the printer icon. Page 8 For additional online training and best practices go to the Knowledge Center in MediaSource Research

9 Keeping Organized Users can use the following items in MediaSource Research for organizational purposes: Appointments, Notes, Tasks and Personal Contacts. Once saved, you can retrieve them by going to File > Open/ View and selecting the appropriate item. Appointments, Notes, Tasks These are scheduler items associated with Contacts, Personal Contacts or Lists. Personal Contacts Adding your own contacts gives you the ability to accent the MediaSource database. A Personal Contact can be any person who is not in the database that you would like to add, such as clients or employees. For additional online training and best practices go to the Knowledge Center in MediaSource Research Page 9

10 Software Technical Support Phone Fax Additional Training After hours on-call support * * This number is only monitored from 7 p.m. to 7 a.m. CST, M-F and all day Saturday, Sunday and holidays. CISION Inc. Corporate Headquarters: 332 S. Michigan Avenue, Chicago, IL 60604, Offices in: Chicago, New York, Los Angeles, Washington, D.C., Dallas, Phoenix, St. Louis, Indianapolis, Boston, San Francisco, San Diego and Miami.