How do I generate Curated Email Reports?

To add coverage to your report, simply select your preferred Mention Stream from the drop-down menu, then drag specific coverage into a Folder of your choice on the right-hand side of the screen. You'll notice that you can also select previously Tagged coverage from this menu as well as requested Media Item Downloads and Transcripts.

When creating a new Curated Email Report, you can select a summarization type before adding content.

The options include:

Original Content: Which will summarize the first 40 words.

Short Summary: Which will summarize the content in a short summary, generally 50-80 words.

Long Summary: Which will summarize the content in a short summary, generally 70-120 words.

NOTE: If you would like to change the summarization type, you will be required to create a new report.

When content is added to the report, it will be submitted for summarization and displayed in the card.

Once the content is summarized, it will indicate that the item has been modified. Clicking on it will reveal the summary, allowing for manual updates if needed.

NOTE: Only the body of the content can be edited.

You can also choose the item's position (Move Before/After) within the folder, move to another folder, or remove it from the folder entirely via the menu in the top right corner of the Media Card.

If you’re adding syndicated coverage to the report, you can choose which Outlet it’s assigned to by using the drop-down arrow next to the Outlet name.

In this example, an article has appeared in Business Matters and Your Capital Minds. We can choose which outlet to assign the coverage to by clicking the relevant name.

Coverage can be sorted within folders by Time, Journalist/Author, Source, Word Count, Potential Audience Reach, Advertising Value Equivalent and React Score in Ascending or Descending Order.

Media can also be added to a Curated Email Report from individual Mention Streams outside of the Curated Email Report Builder by selecting the 3 dots (...) on the Media Card then, 'Curated Email Report Folder'

This will prompt you to either add to an existing Curated Email Report or to create a new one.

You can set the visibility permissions for your report across your organization by accessing the Visibility button in the top right corner of the Curated Email Report builder.

From here, you can add your Recipients via a distribution list or enter them individually.

Select the Sender as yourself, your organization, or enter a Custom Sender name.

Select your Brand Profile from the drop-down menu to customize the report. A preview will appear on the right-hand side of the page displaying the coverage and banner image selected. Please do not hesitate to reach out to your dedicated Account Manager to set up Brand Profiles for your organization.

Choose your Email Subject, Font Size, Date, and Content Title (if relevant) to provide more information about the coverage within your Report.

Adding a Coverage Summary to your Report provides your audience with an overview of the coverage they will be receiving. Footer messages are beneficial for additional scope or contact details.

Formatting of the Items with Curated Reports can be Customized by toggling on the options.

We have the option to include PDF/CSV Reports in the Curated Email Report.

Once the report has been customized to your preferences, you can send yourself a Test Email to check the presentation. If you are satisfied with the preview, you can send it directly to your Distribution List.

All Reports sent by your organization will be accessible within the Curated Email Reports tab.