In Agility you can create briefings containing your monitoring results, which can be emailed to you, your colleagues and your clients.

You can manually create a briefing with saved coverage, allowing you to produce a collection of the exact mentions you have identified as important to you.

You can also create an automatic briefing, which will deliver all results generated by your selected topic on a recurring basis, so that every day you and your colleagues are alerted to your coverage by email without you having to do anything.

To find out how to create an automated briefing, click here:
How to create an Automated Briefing

To create a briefing of your saved clips firstly ensure that you have set up a topic and saved your mentions in a folder or with a tag applied. Once you have saved your mentions please follow the steps below to create a briefing.

Getting started

Click on New Briefing. You will get the following pop up, asking you to select a template. There is only one system template now, but more will follow soon. You can also select a saved template (once you have one saved) or copy a past briefing.

Using Quick Create option

You can use ‘Quick Create’ which enables you to specify the sources, date range and section/mention organisation for your briefing quickly.

Adding content to your Briefing without using Quick Create

  1. After selecting 'Create Briefing', start by giving your briefing a name on the top right.
  2. Select to add saved coverage:

3. From a Folder or Tag or from All saved coverage, select the mentions you wish to add to your brief click ADD then Close. We cover adding your mentions to a section below.


4. Mentions have now been added to the brief. Don't forget to save as draft at this stage.

5. You can choose to add or edit any of the following sections to your briefing:

This screenshot shows an image, date, text and title, in that order. To re-order the sections, click on the arrows on the right hand-side as shown in the Creat

Creating sections and rules to organise your mentions

1. If you wish to create your own section headers and manually order the clips you can do so by clicking on the arrow icon on the right and click Add section.

2. Give your new section a Name and hit OK

3. You can now move selected clips from the default section in to your created section. Select your clips from the default section > Move to your created section. 
These sections can be dragged and dropped to reorganise them.

4. Then click on the 3 horizontal lines on the right to return to your brief and you will see that he new section has been added.

5. Rather than manually add content to your various sections, you can also apply rules to each one, based on the various content filters available in Agility. Simply click the filter option and select from the available options.
In this example, I want to automatically organise my sections by media type:

Do not forget to click re-organize mentions to apply your rules and settings.

As you can, you would simply:

  • Enter a briefing name
  • Add coverage from a folder, topic, tag or tag group
  • Pick a date range you wish to report on
  • Select how you wish to see mentions organised
  • Then select how you wish to see them sorted

Finally, click 'create briefing' and you'll be taken to your templated, nearly complete briefing!  See below to learn how to change mention display settings and deliver the briefing.

Mention Display Settings
Select Mention Display Settings to choose what information you would like shown against each mention

Templates

Once you have saved a briefing, you will see the option to save as template at the bottom of the screen. You will then get the option to use it next time.

Saved templates retain all the settings that you apply – sections, layout, custom style, filters, metadata etc.

Saved coverage sections are saved but the mentions themselves are not kept. Automatic coverage sections do retain the topics applied to them, which can be swapped if required in the new briefing.

Preview

Prior to delivering your briefing, you can see a preview, either within your browser or via email. To view a preview, simply click the "Preview" button and follow the prompts. Please note you must first save the briefing as a draft to see the option for a preview!

Delivery

1. Complete the Delivery options for your brief.
2. Specify your scheduling
3. Click on send

Need further help?  Chat with us or email us at agilitysupport@agilitypr.com.

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