Your topics will continue to generate content for as long as you have them in Agility, and you'll receive your daily briefings with this content if you have them set up as recurring. However, to keep that content in your account indefinitely, or to organise it for reporting on, you can save it to your account and use folders and tags to organise your saved mentions and report on them.
The following article takes you through how to create folders and add your chosen mentions to them : How can I create a new folder?
And this highlights the ways you can report on mentions and saved coverage:
Create a Monitoring Report based on your topic results and saved coverage
It is easy to organise your chosen mentions in folders, which can be used to create briefings and reports. Tags allow you to further categorise and label your saved coverage, and even allow you to connect mentions saved in different folders.
For example, you may save your mentions in folders according to the specific topics they relate to, but then tag the mentions by the month in which they were generated, by a specific campaign or event that generated the results, or by any other tag that applies to your needs. Tags can span multiple folders, further refine the content in a single folder, or be used independently of folders.
Tags can be applied to mentions as you save them or to already saved mentions.
To apply a tag as you save a mention or multiple mentions, simply select the mentions that you want from your topic results page and click 'Save with Tag(s)'. You can create a new tag or select from existing tags. You can select multiple tags. In the example below I am going to save the mentions with the tags Education and Q2 by selecting these tags and hitting SAVE.
If you want to apply the same tag to all content on a particular topic, you can set your account to automatically tag when a mention is saved. In the below example, I am creating an 'Education' topic and specifying that whenever I save any mentions from this topic the tag 'Education' will automatically be applied.
To tag already saved content, go to Saved Coverage/Folders. Firstly, select the mention you wish to tag and you can then apply a name in the Tags section on the right-hand side:
Any mentions with a tag applied will display the information. Tags can be managed by clicking the icon highlighted below.
To tag multiple mentions, you can select your chosen saved mentions, click Bulk Actions and select Add Tag as the chosen action.
If you wish to tag everything that is saved in a folder, you don't even need to select all the mentions first! Simply go to Bulk Actions and choose coverage from a folder as well as Add Tag.
Auto Tagging on Topics
Last but certainly not least, you can also set up auto-tagging from your topics! With this done, any mention saved from a given topic will be automatically tagged with the tag you specify. The saving of the mention still must be done manually, however, upon that save, the tag will automatically appear.
In order to set up auto-tagging, follow the below steps.
1. Find the topic you wish to set up auto-tagging for, and click "edit topic"
2. Find the "Topic workflow settings" at the top-right corner of your screen:
3. Check the box, and either create a new tag or choose an existing tag to be applied.
4. Save changes on the topic, and you're done!
With this complete, when you save mentions, the tag specified will be applied!