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A look at the newsletter feature…

By December 1, 2010 August 31st, 2014 No Comments

As mentioned in the post about the launch of CustomScoop’s new user interface, one of the new features is the ability to sort, manage, and arrange content for either one-time delivery or set up as a scheduled delivery.

In other words, you can arrange your results within CustomScoop’s tool, rather than creating a newsletter in another program. This saves tremendous amounts of time–we use this feature every day in the Professional Services group preparing reports for clients.

How does it work?

For Professional Services accounts, we’re typically sorting through the content and applying some level of additional categorization or analysis. We’re rating the content on sentiment, applying client-designated tags to speed up analysis, and adding notes and comments. Sometimes the client reports will contain all of the content the system collects, other times the clients just want to know what the most influential blogs and online sources are saying about issues of interest to them.

Either way, the next step after reviewing the results is to select the “newsletter” tab, where there are several templates for newsletter designs–do you just want to send content? No problem. Want to include a chart? No problem. Just select the template, and off you go! If you need a custom template to match a client’s newsletter design, contact us. We’ve had great success in developing custom templates for clients. (There is a charge for this, but it’s a one-time set up fee.)

Next, select a report or enter the parameters you want included by selecting “create a report.” You can select the length of time the newsletter should cover, and what content do you want included (only rated and tagged material, or only items rated positive, for example). Then sort if you’d like to–by Alexa ranking, time, headline, source name, or circulation.

The wizard will then walk you through the remaining steps, such as adding a logo or chart (if that’s the template selected) or adding header or footer text.

You can then save the criteria, and schedule the report to run and send automatically. It’s an easy, fuss-free way of generating a polished report.