1. Identify what you need to know

Before creating your Campaign Monitoring search in Explore, you must have a complete grasp of the campaign, who it involves, the keywords and hashtags associated with it, and have completed some initial setup. Ask yourself the following questions to get a better idea:

  • What is the start and end date of your campaign?

  • Are your social connections set up in your Meltwater Settings?

  • What keywords and hashtags are associated with the campaign?

  • Are you working with any influencers for this campaign?

  • Is the campaign social-focused, or will it also include news and broadcast?

  • Are you working with other brands or partners for this campaign? If so, who are they?

  • Do you have an existing announcement for the campaign?

2. Identify your search terms

You will be able to prompt the AI Search Assistant with this information

If you're new to Campaign Monitoring, this digital checklist introduces you to key elements you can include in your searches. It's beneficial to complete this worksheet before diving into the Explore.

3. Set up social connections in settings

There will likely be specific accounts posting about your campaign that will be important to capture in your Explore search and reports (you’ve included these in the checklist in Step 2). You can do this through Monitored Connections in your settings.


Tip: If unsure how many Monitored pages you can connect, ask the Platform Assistant. Learn more about the Platform Assistant.


After connecting the accounts, add the hashtags associated with the campaign. Once everything has been added to your settings, add the account handles and hashtags to your Explore search. Learn more about this in Step 4. 

5.Understand your results

Monitor mentions of key trends within your campaign using Explore’s Brand Analytics. Track narratives, sentiment, and engagement, highlighting market shifts, new technologies, and evolving consumer behavior.

6. Save your Search

To unlock all the other features of Meltwater, you will need to Save your Search.

7. Set up smart alerts

The video and guide below will walk you through creating Smart Alerts. 

Tip: Below are the most popular alerts to create for a campaign.

Spike Detection: be notified when there is a sudden spike in the number of mentions related to your campaign. This can indicate growing public interest or concern that requires immediate attention.

Sentiment Shift: be notified when there is a significant shift in sentiment regarding your campaign-related topics. This can help you detect whether public opinion is becoming more positive or negative.

6. Monitor in Real Time

The videos below will walk you through setting up Digest Reports and your Monitor tab so you don't miss a beat amid a crisis.

7. Create Crisis Dashboards and Reports

The videos below will walk you through how to create both shareable dashboards and analyze reports. 

Tip: Use the Campaign Report template. This pre-built template includes the most popular insights for campaign monitoring and reporting. You can always remove or add insights based on what you care about most, but this is a great starting place.

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