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How can I create a refined Mention Stream or monitoring search using Boolean queries and filters in Cision?

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Written by Global Trainers
Updated over a week ago

How to Use Boolean Queries and Filters to Refine Searches in Cision

Cision allows you to build precise and effective Mention Streams or monitoring searches using Boolean logic and various filtering options. By following the steps below, you’ll be able to capture keyword variations, apply location and media-type filters, and refine your results for accurate monitoring. Refinement also involves configuring account settings and making post-search adjustments to ensure comprehensive and accurate results.

Understanding Boolean Queries

Boolean queries use logical operators such as AND, OR, NOT, and parentheses to define the relationships between keywords. This enables you to include variations of terms, exclude irrelevant results, or focus your search on specific combinations.

Boolean Operators Overview

  • AND: All terms must be present in the result (e.g., television AND programme).

  • OR: Any of the listed terms can appear (e.g., "television programme" OR "television show" OR "TV program").

  • NOT: Excludes specified terms (e.g., NOT review).

  • Parentheses: Group logic for complex queries (e.g., television AND (programme OR show OR series)).

Steps to Create a Boolean Query in Mention Streams

  1. Go to the Mention Stream settings.

  2. Select the “Boolean query” option.

  3. Build your query using the operators listed above to include all desired keyword variations.

  4. Use the preview option to verify the results of your query.

  5. Save the query once confirmed.

For example, to capture terms like "television programme", "television show", and "TV program", your Boolean query might look like: "television programme" OR "television show" OR "TV program".

Setting Up Advanced Monitoring Searches

If you need to refine searches further, such as limiting the scope to specific regions or media types, follow these steps:

Adding Keyword Variations

  • Include industry-specific keywords or variations (e.g., "CompanyX" OR "Company X" OR productX" OR "COMPANY X").

  • Combine terms using AND/OR for broad coverage while maintaining relevance.

  • Example query: "ProductX" AND ("review" OR "analysis").

Refining with Filters

  1. Go to the monitoring search setup.

  2. Enter your Boolean query.

  3. Set geographical filters (e.g., limit to Germany and Austria only).

  4. Select media types (e.g., online, print, or magazines).

  5. Save your search with a descriptive name.

Example Use Case

Suppose you’re monitoring mentions of a brand in Germany and Austria across print and online media. Use a Boolean query to capture variations (e.g., "BrandName" AND (feature OR review)), then apply the location and media-type filters accordingly. Note that for German print, an active print delivery is required for article access.

Tips for Previewing, Refining, and Sharing Searches

  • Always preview your Boolean query results to ensure it captures the relevant content you need.

  • Adjust terms and logical operators if the results are too broad or narrow.

  • Save and name your search for easy reference.

  • Use the share option to collaborate with teammates by giving them access to the same search setup.

By mastering Boolean logic and filters, you can create comprehensive, targeted searches, ensuring your coverage is both wide-ranging and relevant.

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