What are monitoring profiles? How to set up a custom profile? How to manage profiles?
Monitoring profiles are essential tools that allow users to quickly and efficiently search through vast amounts of information to find articles that match specific criteria.
These criteria are defined by filters set within each profile, enabling users to tailor their searches to their exact needs.
When a new session on the portal starts, it will automatically open the default profile, which is set up by the Ruepoint team based on customers' requirements.
How to set up a custum profile?
1. Go to profile settings: To set up or modifiy existing profiles, click on the option button at the right side of the search bar on top of the portal.
2. Define Filters: In "Active Profile" tab users can select various criteria that articles must meet to be visible within the new profile.
- Choose from which accounts articles will be collected.
- Specify whether articles will be classified by publication date or date added to the portal.
- Select tags, sources, medium type, source category, author, language, country, sentiment, and set minimum and maximum reach values.
- Enter phrases that must be found in articles or exclude unnecessary phrases.
3. Saving the Profile: After finalizing the selection of filters, click 'Save to my profiles.' You will be prompted to enter the name of the new profile. Once named, click "Save" to store the profile.
- If uncertain about saving the profile in its current form, opt to 'Apply' the filters. This allows you to review the results and make changes as needed before saving.
Managing Profiles
"My Profiles" tab stores all profile definitions. It can be used for:
- Retrieving and Applying: Profiles can be applied to filter article displays or analysis views, generate reports, serve as a base for email alerts, or generate insights.
- Profile Actions: Within this tab, users can duplicate, rename, delete, or add profiles to favorites for easy access.
- Adding Notes: To enhance organization and clarity, users can write brief descriptions (notes) for each profile. These notes can include purposes like "For weekly reports" or "Base for negative alerts."
Usage Status: Users can view whether the selected profile is currently employed by any email alerts or auto-tagging systems.
On the right side of the window, users can view a breakdown of the filters chosen for the selected profile, providing transparency and clarity on applied criteria.
Deleting profiles
1. To remove a profile in the "My Profiles" section, simply choose the desired profile from the list (please note that the Default profile cannot be deleted).
2. Next, check the "Used by alerts" section to see if the profile is being utilized by any existing email alerts. If it is, the alert must be deleted first, or an alternative profile must be selected for the alert in the edit alert section (find out more about editing alerts).
3. Similarly, if the profile is being used for auto-tagging, the tag will need to be edited or deleted.
4. Finally, confirm the deletion of the profile.