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User`s Guide - C2 Software

1. You can set the default language of the user interface for all users of your solution You need to be a Social Listening Administrator to perform this task 1 On the nav bar click or tap Microsoft Social Listening gt Settings 2 Click or tap Settings gt Solution Defaults 3 In Solution Defaults select the screen language 4 Update your settings and click or tap Apply to save your changes Note Users can override default settings for their profile in User Preferences Edit search languages You can select the languages you want to have available when you set up or edit a search topic You need to be a Social Listening Administrator to perform the following tasks To add search languages 1 On the nav bar click or tap Microsoft Social Listening gt Settings 2 Click or tap Settings gt Solution Defaults 3 In Solution Defaults under Search languages click or tap Add and select the languages you want The more search languages you add the more posts your search queries may find For more information on the supported languages see the Microsoft Social Listening Translation Guide To remove search languages On the nav bar click or tap Microsoft Social Listening gt Settings 2 Click or tap Settings gt Solution Defaults 3 In Solution Defaults under Search languages click or tap the delete icon Xx next to the language you want to remove Removing search languages may have the following impact on exist
2. View blocked sources Review the list of blocked sources to find out which URLs are blocked from data acquisition You need to be a Social Listening Administrator to perform this task 1 On the nav bar click or tap Microsoft Social Listening gt Settings 2 Click or tap Settings gt Blocked Sources Block a domain trom your searches When you re not interested in posts from a specific domain add the domain to the list of blocked sources You need to be a Social Listening Administrator to perform this task On the nav bar click or tap Microsoft Social Listening gt Settings Click or tap Settings gt Blocked Sources Enter the domain or partial domain in the field NS Click or tap the plus icon T 21 Note Blocking a top level domain also excludes all of its subdomains For example if you exclude contoso com the subdomain shop contoso com is also excluded Remove a domain from the list of blocked sources Reactivate the data acquisition from a blocked source by removing the domain from the list You need to be a Social Listening Administrator to perform this task On the nav bar click or tap Microsoft Social Listening gt Settings Click or tap Settings gt Blocked Sources Identify the source you want to remove and click or tap the remove icon Xx ae I a In the confirmation message click or tap OK Exclude words or phrases from your search results Exclude a specific term word or phrase by adding it to t
3. content 43 On the top of the Post list you can toggle to turn keyword highlighting on and off This highlights the keywords from your search queries in yellow On the right side in the list of posts you ll find additional metadata and controls for all posts Sentiment value See which sentiment value the application calculated for a post You can manually update a sentiment value by selecting a different value from the drop down menu Fragments of a post that were rated positive are highlighted in green and negative fragments are highlighted in red Controls Click or tap the ellipsis icon to open other controls that are available for the post o Open original post Redirects you to the URL where the post was found This allows you to see the post in context of the site or social network it Originates from o Email post Generates a prepopulated email in your email client with detailed metadata of the post You can let others know about interesting posts you found by sharing the link and metadata by email o Remove post Deletes the post from your solution s database Reach This indicates the potential size of an author s network and connections The higher the number of an author s reach the more likely that this is an influential author Language See the abbreviation for the post s language Date and time of publication Below the controls you ll find the date and time when the post was published by the author In F
4. Administrators receive email notifications about the monthly post quota To reduce the number of posts found by your solution you can narrow your search topics and remove Facebook pages that you don t need to listen to any more If no action is taken exceeding the post quota will get your solution blocked from data acquisition until the end of the month No more posts are acquired even if they match your search queries You can purchase additional post quota at any time to unblock your solution immediately Note that Microsoft Social Listening does not gather posts retrospectively Any missed post won t appear in your solution if you update your post quota after the acquisition has stopped Understand estimations On the quota manager page you ll find lists for Active search topics and Active Facebook pages The following values are provided for each search topic or Facebook page e Number of posts The total number of posts that your solution acquired during the current calendar month e Monthly expectation The calculated number of posts that Microsoft Social Listening is expecting until the end of the calendar month When you set up a search topic you can test the search queries to estimate how their volume affects your post quota The search query test provides the number of Tweets that would match your query within a month Even if it s only measuring the last 30 days of the Twitter history this value provides a good benchmark
5. Weer 16 Include terms Exclude terMS ascii se SiseeecibecledSluiihca Bea ndcndiansdaeisQeSaiUOUHa adda addaadhaadtanciandiundiandiuadientiesdaadiasiontasdaadiactientestiecen 17 TANG ESS E 46 AS Gl eaaa tere tee eee nte ne eters eee nete eines terete E teens crete eres 18 Ada asear ame LU e a toa top Cement manne eterna meen nee te Reinet nti rats eros oe een er eee oe rete 18 Limitations on topic names keywords inclusions and exclusions ceeseseseseeseseeesesteseeeeeeeees 19 Define sources categories and IANGUAGES eecesesssssesessesessesessesessesessesessesecsesessesesseseeseseeseseeseseenesee 19 Refine your searc M GUE ES eraa a RR REA EET RERE EEEE 20 Delete a searc M tOD Crerercreren er R E N E a abana 20 Manage the quality of your search re Sults ccccessssessssssesessesssesscsssssessssssesessssesessesesesscsesessesssesseeseeeees 21 Block POSi WON ay SOUR Esaa 21 WieW DIOEKCOSOUNCES 428 i ho ho he ho Sh et hh ehh eh oe 21 Block edoman trol YOUR SealChes sre iar eee heen naan 21 Remove a domain from the list Of blocked SOULCES ce ecessesessssesessesesessesesessesssssseceeseseeeeseseesseeees 22 Exclude words or phrases from your search results uo ccesesesesessecesesesessesscessesesesseeseseseessseseeesseeee 22 VIEW EXCIUGEG Word OF DIMAS CS inn ctevteectevtaavsteianset Ea a Na Nn 22 Block words or phrases from your search r SUIts cecesesessesesessesessesecessesesessesesesseeeeseseeessesseesseeee 23 REMOVE
6. a TEM MOM OlOCK OCH content caiara aa 23 Manage data acquisition VOIUMG ccsessssssssssessesssssessssssssesscsssssesssesssssessesesssessesesssessesesssssesseseesseseess 23 PE ORTAN y ko meter renee eer rter nett cherie snrnrtir neste Pe a nerT nT reat eererr rrr 24 Start your analysis on the Home DaGe sxcu ticm dorset did dnd idee 24 Access tme Home ACC iso la cha sede ect eee tcc ete tg ices deen te tle 24 Apo t analytic OVENI EW erneiere eae e a AGS e aa eaa Eae ENa EE 25 ADOUTSOUICES aNAlVSIS niu a hide ata tee teed Eeh Le 25 Navigate to sources aNalVSIS 2121 25520ce25na oie nied ne a aa 26 PISO Ui SOU oS detall Ses tata tae es ee ee nee eee 26 ACCESS sources details sssri iidne ana A e E E Eaa EEE 26 Understand sentiment analysis s sennnooesoossoesssessoosseosseossenssesseesseesseosseoseesseosstossrosseoseonstessrossrossesseesseess 2 SS 27 0114 0012 a GVA 10 aisre ai cde tse OR ee tC ed coe te era Ce coe rece 2 Sentiment NGOKE EEE OE VEE UEAN amelie nen avin VE eer 28 EXPORT data and POSTS siniraan oren E E ER E ROTE 29 Export ceharts as pictUTES siounen eiaeia aeee aenea aaa 29 ExpOn datanin EXCELOr CSV TONNA lroa a a EE NENE ENEA 29 Analyze Facepook page datdie naa nan AENEA SA 31 Using Facebook pages as a SOUFCE se sssesssesssesseesseessesssesssesseesseesstosstossesstosstosstossenstenstessrossrossenseesseess 31 Viewaadegd Facebook DaGes nainen a a i 32 Add a Facebook page tO yYOur SOUMCES esessssesssesss
7. alerts select the no duplicates check box if you don t want to be informed if the same content appears on multiple sources 7 Optionally add more recipients for your alert by entering their email addresses in the Recipients field 8 Click or tap Save 39 Note Adding a new alert is possible only in the Analytics areas The Home page and Facebook pages don t provide this feature See also Use filters to see data subsets Add edit or remove a filter View the list of your alerts To review the alerts you created on the nav bar click or tap Microsoft Social Listening gt Alerts The list of alerts gives you additional information about each alert List entry What it means Alert icon Indicates whether the alert is enabled or paused A grey icon means the alert is currently set to inactive An orange icon means that the alert is currently active Name you provided while setting up the alert Alert type Type of alert that you ve set up Latest delivery Date of the latest alert notification that was sent by this alert configuration Last week Number of email alerts that were sent in the past 7 days Total number of recipients for this alert Note Click or tap the ellipsis icon to see the options for this alert You can edit deactivate or delete an alert 40 Change or delete an alert You can edit any alerts that you created on the Alerts view Any changes in the alert configuration are reflected imm
8. of sources where public posts were published Currently the following sources are available e Blogs Full coverage of blog posts on Tumblr com and broad coverage of blog posts from WordPress N e Twitter Full coverage of public Tweets on Twitter e Facebook Public status updates without age restriction or geographical restriction from Facebook users as well as posts and comments on Facebook pages e Videos Video posts published on YouTube 15 Create a search topic It s important to start with a clear idea of what you want to listen to Set up a new search topic and add at least one search query to your topic You need to be a Social Listening Administrator or Power Analyst to create new search topics On the nav bar click or tap Microsoft Social Listening gt Settings Click or tap Settings gt Search Topics Click or tap Add search topic oe I Provide a name for your search topic Optionally you can assign a category to your topic Click or tap Add search query Define your keywords You can add inclusions and exclusions Choose the sources and languages you want the query to listen to Click or tap Test Search Query to estimate the number of results O P a ey pn Click or tap Close Query to store the query in your search topic and add another search query to your topic 10 Click or tap Save in your search topic to activate the queries for data acquisition Note The search topic names are only
9. or tap Personalization The Microsoft Social Listening application supports zooming on the user interface to 200 of the original screen size If you re using High Contrast settings in either your browser or operating systems you should also set the High Contrast option in your personal options For accessibility information for specific browsers visit the following websites e Internet Explorer 10 accessibility e Internet Explorer 9 accessibility e Firefox accessibility features e Safari accessibility features e Google Chrome accessibility technical documentation Readme We provide the latest readme file as a download for your reference We encourage you to review the file from time to time to keep track of the changes and known issues with the application Get the latest readme file 49 Feedback To send comments or suggestions about this document please click the following link and type your feedback in the message body Send Feedback Important The subject line information is used to route your feedback If you remove or modify the subject line we may be unable to process your feedback This document is provided as is Information and views expressed in this document including URL and other Internet Web site references may change without notice Some examples depicted herein are provided for illustration only and are fictitious No real association or connection is intended or should be inferred This
10. overview page provides you with a more detailed overview of your focus You can either focus on all search topics on one specific topic or on a search topic category Click or tap Microsoft Social Listening gt Analytics to access the overview page or click or tap a search topic on Home Analytics summary provides you with the number of posts trend changes share of voice and sentiment Note that the sentiment value of a post relates to the keywords used in the search queries of your topic If you don t have any sentiment target in your focus the sentiment value will show up blank and is greyed out To define a search topic as a target choose one of your search topics from the drop down menu in the top left corner Below the key performance indicator KPI you ll find additional visuals of your data set e Volume history represents how the posts are distributed over your chosen time frame The red line indicates the number of posts in your time frame The grey line indicates the average number of posts from the past five time frames of your current data set Click or tap the items in the chart s legend to show or hide the average number of posts or the total number of posts e Topic buzz by sources lets you compare the post volume of the most active search topics The listed search topics are sorted by the number of posts and divided in the available sources Click or tap the sources in the chart to drill down to more detailed analytics of t
11. positive negative and neutral Choose a value from 1 to 5 where 1 is the lowest reach and 5 Is the highest reach Add keywords that must appear in posts to make them available for analysis Common characters are accepted as well as the special characters and Select between audience and page to filter posts on Facebook pages by contributor Select between comment and post to filter posts on a Facebook page by type How this affects your data set Your analysis narrows your results to posts coming from URLs that share the same domain ending For example you can add contoso com to your site filter to narrow your analysis on posts from sites with contoso com URLs only Your analysis shows results that have the sentiment value that you chose in your filter Your analysis narrows your results to posts coming from authors with the reach you defined in your filter Your analysis narrows your results to posts that contain the keywords you ve entered in your keyword filter Your analysis of Facebook pages shows posts coming from the selected contributors Your analysis of Facebook pages shows posts that are either comments on a Facebook page or posts ona Facebook page You can edit or remove filters from your analysis at any time and the charts lists and KPls will adapt to your selection 36 Filters you defined persist on the different pages of Analytics and Facebook Pages and ad
12. s a good chance that your customers and stakeholders are talking about your company your products or your services somewhere on Facebook Twitter YouTube blogs anywhere on the worldwide web How do you stay on top of what people are saying on social media so that you can respond quickly and effectively to issues with your products or services Microsoft Social Listening collects data from social media websites and presents it to you in easy to consume charts and graphs that you can use to spot emerging trends in people s comments whether they re positive negative or neutral You can even drill down into the data and see who is mentioning you where they posted the comment and know what they said Armed with these insights you can pinpoint what you re doing right and address potential issues before bigger problems arise In this guide Supported browsers and devices Review the list of supported browsers and mobile devices for Microsoft Social Listening Get started with Social Listening Learn how to get Microsoft Social Listening up and running Set up system defaults create your first search topic and invite users Customize the user interface Familiarize yourself with features that allow users to set default values for their analysis in the application Configure common settings Manage the default settings for your solution that apply to all users Manage users Assign and edit user roles that define the permissions user
13. the following browsers e Atleast Windows Internet Explorer 8 e Atleast Google Chrome 32 e Atleast Mozilla Firefox 26 e Atleast Apple Safari 7 Microsoft Social Listening works on the following mobile devices e Windows Phone 8 devices with Internet Explorer mobile e Apple iPad and iPhone running at least iOS 6 with Apple Safari browser e Tablets and phones running at least Android 4 with Google Chrome Mobile browser Get started with Social Listening This section is for companies Office 365 administrators for the initial setup of Microsoft Social Listening Prepare your organization Before you can use Social Listening you need to create an Office 365 tenant for your organization Sign up on Office 365 Follow the wizard to create your organization and your administrator account Optionally select the number of users that you plan to provide access for Optionally select add ons to enhance your post quota Complete the purchase process to start provisioning Social Listening a a YS SS Note It takes a few minutes to complete the provisioning process before you can access Social Listening You ll receive an email when it s set up In the meantime consider creating users or assigning licenses to users If you don t find a shortcut in the Office 365 nav bar to Social Listening verify that a Social Listening license is assigned to you We recommend to share the URL to your Social Listening solution with your users and a
14. 1 On the nav bar click or tap Microsoft Social Listening gt Analytics 2 Click or tap Analytics gt Sources About sources details Sources details provides you with a more detailed view on the posts authors languages and sentiment for a single source Below the summary you ll find Volume history a visual of the total number of posts in this source in your time frame and the average number of posts compared to the past five time frames Topic buzz shows you the five most active search topics in the selected time frame on the selected source Click or tap Show line chart Show bar chart to switch the view on this data At the bottom of the page you ll find the five most active authors for this source Access sources details See more detailed analysis for a chosen source 1 On the nav bar click or tap Microsoft Social Listening gt Analytics 2 Click or tap Analytics gt Sources 3 Click or tap the source you want to analyze in detail 26 Understand sentiment analysis Sentiment analysis determines the attitude of an author towards the context of a topic It reflects the public perception of a post s content in relation to the keywords that were used to find the post Microsoft Social Listening provides sentiment analysis in the original language of a post 1 On the nav bar click or tap Microsoft Social Listening gt Analytics 2 Click or tap Analytics gt Sentiment Sentiment calculations only work if you selec
15. 365 admin to add more posts to your solution s quota in the Office 365 admin center See also Manage post quota Perform analysis Start your analysis on the Home page The broadest view on your data is on the Home page Home offers the most aggregated overview on the data available for further analysis You can focus the analysis on all search topics and the available search topic categories in the filter section In the upper part of Home the available visual provides the following information e Time frame of your current analysis e Total number of posts found in your data set e Trend change compared to the past five time frames e The relative distribution of the posts among your active sources e The five most active languages in your data set e The relative amount of posts in your data set in the five most active search topics At the bottom of Home you can find the list of your search topics with information about the number of posts trend change share of voice sentiment index most active languages and buzz history Click or tap the visuals to drill down to a more detailed analysis of a topic Note Not all filters are available on this page You can change the focus the time frame and add keywords to narrow your data set Access the Home page To access the Home page click or tap the home icon fi or navigate to Microsoft Social Listening gt Analytics gt Home 24 About analytics overview The Analytics
16. Negative posts 10 You find the change in trend next to the sentiment index Microsoft Social Listening compares the sentiment index of the five previous time frames to the current value of the sentiment index in your time frame Export data and posts You can export your social listening data on most charts lists and even complete posts including sentiment value and metadata Microsoft Social Listening provides charts to help you present your findings in a visual and compelling way You can export data points in xlsx format in Microsoft Excel or in comma separated values csv format and create your own charts to match your reporting requirements Lists are another important tool to help you get useful information about authors sources or search topics and can be exported in xlsx and csv format Export charts as pictures 1 Verify that a chart can be exported by locating the export icon 2 Click or tap the export icon amp 3 Click or tap the desired file format png jpeg svg or pdf 4 Save the file to your desired location Export data in Excel or csv format 1 Verify that a chart can be exported by locating the export icon amp 2 Click or tap the export icon 3 Click or tap the desired file format xlsx csv 4 Save the file to your desired location 29 30 Analyze Facebook page data The Facebook pages analysis gives you an overview of the activities on Facebook pages You can see the amou
17. ORE SOMMUONMaINe si tesiolest aise cen glee a a a a atest 7 Edit the default date and time format cccccssssesessesesesessssssssssesssssssesssessesssessesssessesessseeeeseseeesseseeee 7 Edit the default screen language cieni AT dle galtneemanands 7 Edit searen languag ES oecririiei niani center Mle ee ea ER E ee 8 ABOUt Sedrch topic CO CLAUS sernron ninia AEIOU E ARIANNE EVGEN 8 Manage O10 h1 WG 1010 vs risens ese a ER RERE 9 Warning notifications on quota Manager ccessessessessssssecessesesessesesesseseesssesessesesessesecesseseeesseseeeeseees 10 mMpactor exceeding INAN Sorarsan cs crs ot ere oe ne es cat cot tos we eee E EE EE 11 Understand esuma ONS tesseerer er erarar rere errr eer Mite tere w Uncrm aren ony ra er Merer ee micro ar attr es nryu wr mcrae ier arc 11 Manage SE sire ya cesrrevedeucan yououcavedeuea E eset ge vee mee semh esse ONT 12 Understand user Toles snes entree eter re nn a ee A 12 ASSIO Na Tole toad MEW USE sic oct a a ete ate eee Cade ee ee aii 12 Changearole Tora USE www a ll la al a a ac 13 IVAN SSCS E cc reg EEEE tea reteset EEE E EE EEE eset EE A S EE TE enti ATE E ee 13 Remove auser liGense fOr sgal Listening erea E 13 send emal TOUSE ryer a nS ten eee rene rere 14 Set up searches to listen to social media conversations ss sssessessesseessisresssessrssesssessrnseessrssresesss 15 Available SOULCESTON SEAlCILODICS aa N 15 CVSS 22S a ii LO II Ca TE AEN E OEE 16 FANG 0 HEL CLVA1 110 6 S E r ee Wee ce ee
18. Social Listening Administrator to perform this task On the nav bar click or tap Microsoft Social Listening gt Settings Click or tap Settings gt User Management 3 In the Current Users list select the user you want to edit and click or tap the pen icon In the Edit User Role dialog box select the user role from the drop down menu 5 Click or tap Save The user will receive an email with the updated user role and permissions Invite users Enable a user by assigning a license to the user You must be your company s Office 365 administrator to perform this task 1 In Office 365 admin portal click users and groups gt active users and click the user 2 In Assign Licenses select the Microsoft Social Listening check box 3 Click Save For additional instructions see Assign or remove licenses Remove a user license for Social Listening Removing the license of a user from Microsoft Social Listening deletes all related custom settings and they can t be restored Search topics owned by a removed user will persist You must be your company s Office 365 administrator to remove a user license 1 In the Office 365 admin portal click users and groups gt active users and select a user 2 In Assign Licenses clear the Microsoft Social Listening check box 3 Click Save Note You can also delete users on the Office 365 admin portal When you remove a user from your subscription the license assigned to that u
19. User s Guide Microsoft Social Listening Spring 14 Version 1 0 2 a al a F eo me a z L Contents Get started with Social Listening Customize the user interface Configure common settings Manage post quota Manage users Set up searches to listen to social media conversations Manage the quality of your search results Perform analysis Analyze Facebook page data Use filters to see data subsets Defining and managing alerts Work with posts Manage authors This User s Guide is for users who work with a Microsoft Social Listening solution You ll get an overview on the key tasks you can perform with the application c 2014 Microsoft Corporation All rights reserved E Microsoft Welcome to Microsoft Social LISTS INC essei E 1 ES OUO a E E E EE E Seen Nene 1 SUDDOMMEG DFOWSENS and COVICOS sepniinnionn nnn E T E En 2 Getstared With Social LSU SRN Cx secs tae rece ac hee steele ade a chee ace hee de bn a aee 3 Prepare VOUT OFC ANIZ AE OM ssiieri teree knes ee eoe tes E EEEa EEEE E EERE 3 Create user and assign NCEMSES aisaen aN N eek 3 Set soluto mde alts carassin A A A A 4 SEUD NENS Sedar CHTO CO ere A A R 4 Customize the userinterlaCe onssa n OENES 5 Edityou r user prelerence riers a a actus os 5 Reset your USEF preferences TO delat osure EE 6 Congre COMMON SSUES seison OaE EEE OOOO 6 Common settngs ToradmMinistr ators sn eee cee 6 Ao t ID ASIC CONT gurat ossessi a Debieasedadidetd beiddaed 6 P
20. acebook posts only you can click or tap the expand icon next to an author s name to open the full conversation of a thread on Facebook If you see NO POST FOUND in your post list this could indicate that a comment was found on Facebook but its post isn t available for analysis the original post may be a picture for example without language that can be analyzed However you can still open the original post on Facebook to see the full thread Change the sentiment value for a post In some cases the sentiment algorithm annotates a post s sentiment differently from your perception of the tone You can edit the sentiment value of each post in the Posts view 44 Change a post s sentiment value in Analytics 1 a Oe On the nav bar click or tap Microsoft Social Listening gt Analytics Click or tap Analytics gt Sentiment Select a search topic from the drop down list in the filters section In the top area of the Sentiment view click or tap Edited Edit or confirm the post s sentiment in the sentiment value drop down list on the right hand side of each post Change a post s sentiment value on an added Facebook page l 2 3 On the nav bar click or tap Microsoft Social Listening gt Facebook Pages Click or tap Facebook Pages gt Posts Edit or confirm the post s sentiment in the sentiment value drop down list on the right hand side of each post Delete a post You may find posts in your data set that were ma
21. apt if you drill down into more detailed analysis If you switch between Analytics and Facebook Pages your filters are reset to the values you defined in User Preferences Drill down into data Microsoft Social Listening application widgets provide you with drill down functionalities to narrow your data set Click or tap a data point to get a more granular view on the data When you navigate the application by drilling down it redirects you to corresponding pages and updates filters in the filter section For example if you click or tap Buzz on Analytics gt Overview it will drill down to the posts reader without applying any filter Or if you click or tap a data point in a Sources history chart which spans over more than one day on Analytics gt Sources you are redirected to the Sources details page for the source you selected and your time frame updates to the day of the selected data point There are many more entry points to drill down into your data Click or tap the data points to use the drill down functionality View available filters 1 In the filter section below the nav bar click or tap the add icon D 2 Select the filter you want to add 3 Click or tap OK Add edit or remove a filter Customize your data set with filters Add filters to your analysis by navigating the application with drill down or by adding filters to the filter section Add a filter 1 Below the nav bar in the filter section click or tap t
22. clusions your search will be filtered so that posts will not be selected if they match one of the keywords but contain an exclusion in the same paragraph Think of exclusions as the term AND NOT Exclusions are an efficient way to reduce the number of posts resulting from your search and a great way to make sure you stay within your post quota Choose your exclusions carefully to avoid missing relevant posts See also Manage post quota Access search topics 1 On the nav bar click or tap Microsoft Social Listening gt Settings 2 Click or tap Settings gt Search Topics Note For quicker searching you can sort the available search topics alphabetically or by category Add a search query to a topic You can add an unlimited number of queries to a search topic A search topic lets you focus your analysis on a data set Each query selects posts that will be available for the analysis of the data set You can update your search topics any time and add more queries or change existing ones You need to be a Social Listening Administrator or Power Analyst to perform this task On the nav bar click or tap Microsoft Social Listening gt Settings Click or tap Settings gt Search Topics Select the search topic to add a query Click or tap Add search query Define your search terms You can add inclusions and exclusions Choose the sources and languages you want the query to listen to To estimate the number of results click o
23. document does not provide you with any legal rights to any intellectual property in any Microsoft product You may copy and use this document for your internal reference purposes 2014 Microsoft Corporation All rights reserved Microsoft Microsoft Dynamics Excel SharePoint and Windows are trademarks of the Microsoft group of companies All other trademarks are property of their respective owners 50
24. e and negative posts over all posts that match your filters Neutral posts aren t taken into account Sentiment values are calculated in relation to the keywords that define a search topic That s why you need to provide context for the calculations by defining the focus of your analysis as the target for sentiment In analytics you need to focus on a search topic to provide a target for the sentiment index For example you maintain two search topics Your Brand and Your Competitor A blog post mentions your brand and your competitor The author writes a negative statement about your competitor and a positive statement about your brand If your target for sentiment calculation is your brand the sentiment value of the post is positive If your target for sentiment calculation is your competitor the sentiment value of the post is negative The sentiment index is normalized to a value between 10 and 10 All your active filters and parameters are taken into account to define the data set that the sentiment index is calculated for 28 e A sentiment index of 10 means that there are no negative posts in your data set e A sentiment index of 0 means that there is an equal amount of positive and negative posts in your data set e A sentiment index of 10 means that there are no positive posts in your data set You can calculate the sentiment index with the following formula Sentiment index Positive posts Negative posts Positive posts
25. ediately On the nav bar click or tap Microsoft Social Listening gt Alerts Identify the alert you want to edit and click or tap the ellipsis icon Click or tap Edit In the alert configuration edit the values you want to change OP ge IS To save your changes click or tap Confirm You can delete all alerts that you created on the Alerts view 1 On the nav bar click or tap Microsoft Social Listening gt Alerts 2 For the alert you want to delete click or tap the ellipsis icon 3 In the options click or tap Delete and confirm Note Recipients that you ve added to your alert will no longer receive this alert Deactivate or activate an alert You can stop receiving alerts by deactivating an alert 1 On the nav bar click or tap Microsoft Social Listening gt Alerts 2 Identify the alert you want to deactivate and click or tap the ellipsis icon 3 Click or tap Deactivate You can reactivate alerts at any time 1 On the nav bar click or tap Microsoft Social Listening gt Alerts 2 Identify the alert you want to reactivate and click or tap the ellipsis icon 3 Click or tap Activate Set the sensitivity in a trend alert After you create a trend alert you may find you re receiving too many or too few notifications so you can adjust the sensitivity to more precisely trigger the level of alerts to suit your needs Trend alert triggers are based on the number of posts and the average nu
26. esesssssesscsssssessssesssessesessseseescsssesessesssssesseseess 41 WOK WITH DOSTS oirnrnir n n a EE N ANNANN NAAA ANSAN NANANA 43 See heli tO POSTS iia AN 43 Element O aD OS mannaaa N 43 Change the sentiment value for a pOSt sssesssoessoesssesssoesseenssesssessssenssrosseesseenssrossresseenssrossresseesssenss 44 Change a post s sentiment value in Anal ytiCs cccessssesssssessesesessssesesssssssesssesesseseessesseseesesesees 45 Change a post s sentiment value on an added Facebook Page eeesesesesesseseeesesseseeseeseens 45 Delate DDO orrae a a OTOA 45 EXPO INE COMLEM Ol DOSLS ana S 45 SNare links to posts by emailkszareririi oiana nanan Ea AAA AAE 46 Manage JUNON S rssmi EEEE E EEE 46 See the list Of the MOSt ACTIVE AUTNOSS Sreo 46 Work WIT GUTOR GC CLANS seseina cada aeh ce E EE AAAA 47 Access author details on Analytics and Facebook Page uu ccccssssessesssssessessesssssessesseeseseeseeeens 47 Exclude an AUNO aieeaii aiiai nr a ene oc ret i eco nee ne eer ec eee 48 About an author s reach on Twitter xicacata tess cect icts satataes chic cata ita cata becaceaticts act cncnst atceet sea catabeanaeetieenaats 48 ACCESSION ctciextt wsianle teat a eit hate eiietite 49 PRS ACM sete eh sth tet tect esac gsc cated E eda seed eeu oned eeeal astaeat aicane theca 49 FSSA Ci wa sated ated aad add acted neh teak OAE 50 COPT ON aaemneeement nee agra meters tet ear Pane eer RT rn OTN er NTO AT Oo 50 Welcome to Microsoft Social LIStening There
27. even if the defaults are modified The user can always reset the preferences to the defaults Solution defaults apply to all users in a solution until a specific user decides to customize the user based Social Listening profile in User Preferences The user interface now displays in respect to the user s preferences See also Manage users Edit solution name Your solution name is used for reference in various parts of the application for example on the nav bar or while generating alerts and notification emails or exporting the content You need to be a Social Listening Administrator to perform this task 1 On the nav bar click or tap Microsoft Social Listening gt Settings 2 Click or tap Settings gt Solution Defaults 3 In Solution Defaults edit the name of your solution and click or tap Apply Edit the default date and time format You can use the available date and time format or customize it All charts and analysis will display the selected date and time format You need to be a Social Listening Administrator to perform this task On the nav bar click or tap Microsoft Social Listening gt Settings Click or tap Settings gt Solution Defaults In Solution Defaults click or tap Edit in the Date and time format section Update your settings preview the result and click or tap Confirm to save your changes a lS Note Users can override default profile settings in User Preferences Edit the default screen language
28. exclude an author the author will be blocked for all future data acquisition All posts from this author are deleted from the application s database and removed from your analysis You can t undo this action and it may have a serious impact on your current and future data acquisition You can t revert this action and support is not able to help you to restore an excluded author About an author s reach on Twitter Microsoft Social Listening takes an author s Klout score into account to determine the potential size of an author s influence based on data that the Klout service gathers from various social media networks Microsoft Social Listening maps the author s Klout score to reach values which allow segmentation of authors reaches for Twitter You can add a reach filter to your analysis to restrict your data set to the reach scores you want to analyze 48 Accessibility Microsoft is committed to making its products and services easier for everyone to use For more information about Microsoft Windows 8 features products and services that make Microsoft products more accessible for all users on the charm bar click or tap Settings click or tap Control Panel click or tap Ease of Access and click or tap Ease of Access Center For more information about Microsoft Windows 7 features products and services that make Microsoft products more accessible for all users on the Start menu click or tap Help and Support and then click
29. for your reference and aren t used for the actual search You can add search topic names with up to 35 characters See also Include terms Exclude terms Define sources categories and languages Add keywords Keywords define the words and phrases to listen for Keywords are exact but not case sensitive We recommend that you include variations of the keywords For example if you put phone and the term that appears in a post is phones your result won t be selected by the query and won t show up in your analysis For each keyword the comma serves the function of OR If you have added more than one search term your query looks to find at least one of the listed terms Also think about adding acronyms and common contractions 16 It s important to review keywords regularly If your keywords yield too many results think about narrowing the query by adding inclusions and exclusions or reducing the number of keywords Note that sentiment analysis in Social Listening is target specific A post s sentiment value always refers to the keywords of a search query only For example if you re looking for sentiment values about your brand make sure to add your brand name as keywords When you read the content of the posts all keywords are highlighted in yellow See also Understand sentiment analysis Manage the quality of your search results Include terms Inclusions narrow down your search so you get a much higher qual
30. gs Click or tap Settings gt User Preferences 3 On User Preferences click or tap Set your Preferences if you personalize the default settings for the first time 4 Inthe drop down menus set your options a Screen language Choose the language that the application will be displayed in Default time frame Set the default time frame to present data in your charts and graphs for analysis You can change the time frame at any time Date and time format Set the default date and time format for charts and graphs Reset your user preferences to default You can reset your user preferences at any time to the default values provided by your administrator 1 On the nav bar click or tap Microsoft Social Listening gt Settings 2 Click or tap Settings gt User Preferences 3 On the bottom of the page click or tap Reset to Defaults Contigure common settings Common settings for administrators The following settings are exclusively available to the Administrator role e Solution Defaults e User Management e Facebook Pages e Blocked Sources e Blocked Content Note All users can view other settings pages but can t edit the values except for customizing their user interface About basic configuration As an Administrator you can set the defaults for the solution in Solution Defaults Whenever a user signs in to Social Listening for the first time the default values apply The user s settings remain unchanged
31. he add icon 2 Select the filter you want to add 3 Select your options and click or tap Apply or the add icon 37 Edit a filter 1 Below the nav bar in the filter section click or tap an active filter with a drop down Icon Y 2 Adjust your options and click or tap OK Remove a filter 1 Below the nav bar in the filter section click or tap the remove icon X OR 1 Click or tap on an active filter with a drop down icon 2 Click or tap Clear OR 1 Click or tap the remove all icon next to the filters to remove all filters See also Drill down into data Edit the analysis time frame 1 In the filter section below the nav bar click or tap the date in the top right corner 2 Choose between Today Last week Last month as the time frame or define a Custom time frame for your current analysis Defining and managing alerts Active alerts send email to a defined group of recipients if a post or a change in trend matches your filters You can choose from two alert types e Trend alert You ll receive an email notification if the volume of posts for any sources exceeds the statistical expectation Trend alert notifies you only if there are Significant changes in post volumes that match the filters you defined for an alert e Post alert You ll receive an email notification if any new posts match the selected filters Important posts are delivered directly to your inbox With this option you can stay up
32. he blocked content list Terms on the blocked content list remove matching posts from all search topics All posts that contain the term won t appear in your analysis Because terms on the blocked content list act as a global exclusion it s a very efficient way to improve the quality of your data However be cautious of unintentionally removing relevant posts Posts that don t show up in Analytics because of your blocked content settings don t count towards your post quota For example if you re listening to multiple search topics about cars but don t want to see any posts that mention the term insurance you can add this term to the blocked content list This removes all posts that mention insurance from your analysis but Social Listening will continue to acquire the posts that match your search query View excluded words or phrases Review the list of blocked content to find out which words or phrases are blocked from data acquisition You need to be a Social Listening Administrator to perform this task 1 Make sure that you have the Microsoft Social Listening Administrator role 2 On the nav bar click or tap Microsoft Social Listening gt Settings 22 3 Click or tap Settings gt Blocked Content 4 Review the list of excluded keywords below the text input field Block words or phrases from your search results Acting as global exclusions terms and phrases you add to the list of blocked content won t show up in y
33. he source Click or tap the sources in the chart s legend to hide or show them in the chart Note that the sum of posts per search topic may exceed the total post volume because some posts may match several search topics e Sources summary provides an overview of how many posts were found and the trend change for every active source e Sources share of voice by language shows the relative distribution of the sources between the five most active languages in your data set See also Understand sentiment About sources analysis The Sources page enables you to keep track of the available sources in your analysis e Sources summary provides the number of posts trend changes and share of voice of all sources in your data set 25 e Sources history displays the number of posts over time separated by the active sources The color of the line corresponds with the respective color of the source Click or tap a label of the chart to hide or show a source from the chart For all sources you ll find an overview of the five most active authors One list shows the most active authors over all sources You ll find additional information on the number of posts from an author that matched your search the share of voice of this author compared to all posts in your data set and the change in trend for the top five authors Additionally you find a list of the five most active authors separated by all active sources Navigate to sources analysis
34. his author posted on The color of the line corresponds with the respective color of the source Click or tap a chart label to hide a source from the chart Topic buzz shows you the five most active search topics in the selected time frame that found posts from this author Click or tap Show line chart Show bar chart to switch the view on this data To see the sentiment values of the posts in your time frame scroll down to Sentiment volume By default neutral posts aren t displayed If you want to see neutral posts click or tap Neutral in the legend Access author details on Analytics and Facebook pages See analysis about posts from specific authors On the nav bar click or tap Microsoft Social Listening gt Analytics Click or tap Analytics gt Authors 3 In the list of the most active authors click or tap the author s name OR 1 On the nav bar click or tap Microsoft Social Listening gt Facebook Pages Click or tap Facebook Pages gt Authors 3 In the list of the most active authors click or tap the author s name 47 Exclude an author Occasionally particular authors post contents that match your queries but are irrelevant in your context If you don t want to see posts from a particular author you can exclude them Note that you need a Power Analyst or Administrator role in Microsoft Social Listening to perform this task In the Authors view click or tap the remove icon X and confirm your action Note If you
35. ics gt Posts 2 Click or tap the ellipsis icon and select Email this post from the options This action opens your email client and prepopulates an email message with detailed information about the post you re about to share Manage authors See the list of the most active authors Analytics and Facebook pages provide a list with up to Top 100 authors Authors are ranked by the number of posts in your data set Additionally you ll find the following information e A trend indicator showing the change in post volume in your current time frame compared to the average of the past five similar time frames e The share of voice for a specific author compared to the data set you analyze Find the most active authors in Analytics 1 On the nav bar click or tap Microsoft Social Listening gt Analytics 2 Click or tap Analytics gt Authors Find the most active authors in Facebook pages 46 1 On the nav bar click or tab Microsoft Social Listening gt Facebook Pages 2 Click or tap Facebook Pages gt Authors Work with author details The Author Details page allows you to analyze the activity of a specific author in more detail You find a summary on the following values e Number of posts of the author in your data set e Trend change of the number of posts from this author e Sentiment index for the author s posts Sources history visualizes the number of posts by the author over time separated by the sources t
36. ience These are the posts made by readers of the Facebook page e Comments by audience These are the comments to posts made by readers of the Facebook page Note the distinction between Facebook Pages and the Facebook source in Analytics In Facebook Pages you ll find posts and comments from a defined Facebook page The Facebook source gathers public status updates from Facebook users that match your search topic 31 View added Facebook pages Keep track of the Facebook pages you added to your sources You need to be a Social Listening Administrator to perform this task 1 On the nav bar click or tap Microsoft Social Listening gt Settings 2 Click or tap Settings gt Facebook Pages Add a Facebook page to your sources Listen to conversations on Facebook pages to identify issues quickly You need to be a Social Listening Administrator to perform this task On the nav bar click or tap Microsoft Social Listening gt Settings Click or tap Settings gt Facebook Pages Type the URL of the Facebook page you want to track Click or tap the magnifier icon Select the requested Facebook page in the search results Click or tap Add Facebook Page OY HE aes Oe SS Remove an added Facebook page When you don t want to listen to conversations from a specific Facebook page anymore remove it from the list of added Facebook pages You need to be a Social Listening Administrator to perform this task 1 On the nav bar click or
37. ing search topics and queries e Search query gets updated The removed search language is removed from queries with multiple active search languages e Search query gets deleted If the search query consists only of the removed search language the query is removed from the search topic e Search topic gets deleted This occurs if the search topic consists only of queries in the removed language See also About search topic defaults About search topic defaults As an Administrator you can define defaults for new search topics Select the sources and languages that are selected by default for new search topics Users that create new search topics can either use your provided defaults for their search topics or override your settings when they set up search topics You need to be a Social Listening Administrator to perform this task 1 On the nav bar click or tap Microsoft Social Listening gt Settings Click or tap Settings gt Solution Defaults 3 Under Search topic defaults select the sources and languages that you want to provide as default values for new search topics 4 Click or tap Apply See also Set up searches to listen to social media conversations Manage post quota The Quota Manager keeps track of the number of posts that result from your search topics and added Facebook pages towards your solution s post quota Your solution is priced based on the number of posts you can acquire per month We strongly suggest
38. ity selection of posts and results Think of inclusions as the word AND Your search will be filtered so that posts are selected only if they contain at least one of the keywords AND at least one of the inclusions Inclusions aren t case sensitive When you set up your search query you can choose from the following options to decide how close a keyword and an inclusion must appear in a post e Sentence Term and inclusions must appear in the same sentence e Paragraph Term and inclusions must appear in the same paragraph e Post Term and inclusions must appear in the same post We recommend starting with the default option paragraph If your search topic yields too many irrelevant results try narrowing it to the proximity in a sentence Note that this may also remove relevant posts because all combinations of inclusions and keywords outside of a sentence will no longer be picked up by the application Inclusions are an efficient way to reduce the number of posts resulting from your search and are a great way to make sure you stay within your quota See also Manage post quota Exclude terms Sometimes a specific word or phrase can overwhelm your results with irrelevant posts Exclusions enable you to narrow down your searches and improve your results Enter the words to exclude separated by commas and your searches will ignore posts containing 17 these terms Exclusions aren t case sensitive For every term you add to the ex
39. mber of posts from the past five similar time frames The average number of posts has a standard 41 deviation Sensitivity defines how many times the standard deviation is stacked on top of the average number of posts to trigger an alert When you create a trend alert you can select from five sensitivity settings Sensitivity Condition to trigger a trend alert Very low Triggers if the buzz exceeds the average number of posts by at least 4 times the standard deviation on top of the average number of posts Low Triggers if the buzz exceeds the average number of posts by at least 2 5 times the standard deviation on top of the average number of posts Balanced Triggers if the buzz exceeds the average number of posts by at least 1 66 times the standard deviation on top of the average number of posts High Triggers if the buzz exceeds the average number of posts by at least 1 25 times the standard deviation on top of the average number of posts Very high Triggers if the buzz exceeds the average number of posts by at least the standard deviation on top of the average number of posts 42 Work with posts In the Posts area you ll find a list of the ten most recent posts matching your filters Click or tap on the button below your list of posts to load another set of ten posts The posts view shows you the source icon the author name an excerpt of the post the author s reach the publication date and the sentiment value of the p
40. n your time frame separated by day scroll down to Sentiment volume By default neutral posts aren t displayed To see the neutral posts click or tap Neutral in the legend Sentiment value Each post that results from your defined search queries is processed by the sentiment algorithm in the original language and annotated with a calculated sentiment value 2 Sentiment values are provided for the following languages e English e Spanish e German e Portuguese e French The sentiment value results in a positive negative or neutral sentiment for a post Occasionally the algorithm identifies positive and negative parts of a sentence and still rates the post as neutral This happens because the amount of a post s text identified as positive or negative cancel each other out A post is also classified as neutral if there are no positive or negative statements detected in it Note that the sentiment algorithm is not a self learning system even if you can edit any post s sentiment value in the post list The sentiment values from posts with positive or negative sentiment that match your defined filters are normalized and result in the sentiment index for your search topic See also Sentiment index For more information on the supported languages see the Microsoft Social Listening Translation Guide Sentiment index The sentiment index represents the general perception of the active search topic It indicates the ratio of positiv
41. nd estimating for the current month See also Refine your search queries Warning notifications on quota manager In the Quota Manager area you ll find a service notification that reflects the current status of your post quota Quota status Within quota Expected to exceed quota Quota exceeded Acquisition stopped When the calculated expectations are still within your monthly limits If your solution is expected to reach your monthly quota before the current month ends If your solution acquired more posts than your post quota allows When Administrators were informed and the solution exceeded your post quota without any action taken The solution s acquisition was stopped automatically What you should do There is no action required Monitor your post quota closely Alternatively increase the post quota or edit remove search topics or Facebook pages Take immediate action by adding post quota Your solution will continue to acquire posts until you either surpass the granted grace period or until you reach the additionally granted post quota Increase the post quota to restart your acquisition immediately or wait until the first day of the next month to restart the acquisition 10 Your Office 365 admin can upgrade your subscription and purchase additional post quotas for your solution at any time in the Office 365 admin center Impact of exceeding limits All Social Listening
42. nt of posts and comments and see the difference between the page activity and audience activity In addition you can also analyze a specific Facebook page The Facebook source in Analytics covers public posts from individual users but doesn t include posts and comments on Facebook pages The reason is that queries often don t match the casual language used by users Also much of the relevant information isn t publicly available so keyword searching posts and comments on public Facebook pages might give misleading results Because Facebook information is typically best analyzed as a conversation and since much of that information is not public Facebook pages are best analyzed in context Rather than collecting single and unrelated posts which would lead to analyzing incomplete conversations we monitor and analyze the full conversations on a Facebook page instead Therefore Facebook pages you wish to analyze have to be added to your sources See also Add a Facebook page Using Facebook pages as a source Adding specific Facebook pages gives great opportunities for competitive comparisons and metrics for community engagement The Facebook Pages cover conversations between the pages and the audience of the pages Typically you have four different types of posts on a Facebook page e Posts by page These are the posts made by the Facebook page e Comments by page These are the comments made by the Facebook page to posts e Posts by aud
43. oducts e Uncategorized See also About basic configuration Set up searches to listen to social media conversations 19 For more information on the supported languages see the Microsoft Social Listening Translation Guide Refine your search queries Continue to analyze your results and optimize your search queries from time to time Terms and sources change New abbreviations may gain popularity or news about your topic will be defined in a different way with different words A recommended approach is to read carefully through new and important posts to identify emerging topics or changes in wording You need to be a Social Listening Administrator or Power Analyst to perform this task Navigate to Settings gt Search Topics 2 Inthe list of search topics find the topic you want to refine and click or tap the pen icon 3 Review your keywords inclusions and exclusions Add synonyms alternative spellings typos abbreviations and the singular or plural forms of your terms 4 Validate your query and confirm your edits The updated query starts searching for posts immediately after you apply the changes You ll see the first results from the updated query after a few minutes when you set the analysis time frame to Today and navigate to the Posts view Reload the Posts view to see the newly acquired posts Delete a search topic As an Administrator you can delete search topics at any time Power Analysts can only delete
44. ook page over time By default all post types are active You can deselect post types in the legend to hide them from your analysis Sentiment history visualizes the sentiment index over time for all posts by the audience The green line is the average sentiment index for the Facebook page you re analyzing To see the sentiment values of the posts scroll down to Sentiment value By default neutral posts aren t displayed To see neutral posts click or tap Neutral in the legend Top authors provides a ranking of the most active authors that posted or commented on the Facebook page Activities by languages shows the relative distribution of the post types in your time frame for the Facebook page You can follow conversations on a Facebook page on the corresponding posts page See also See the list of posts 34 Use filters to see data subsets Using filters you can slice and dice your data to narrow your analysis to the extent it provides the most relevant view of the data Filters are only applied on data that matches one of your search topics or one of the Facebook pages that were added in Settings Imagine a steady stream of data where your search topics or added Facebook pages define which posts are selected and available for analysis Filters let you narrow your view of the data to a more restricted data set If you navigate the application by drilling down into the data filters are applied and removed automatically You can edit
45. ose Search topic defaults Select the sources and languages that are selected by default for new search topics Note The default values apply to all users for your organization However users can override the default settings for their account in their user preferences Set up the first search topic After setting up your system defaults define your first search topic to have data available for your analysis Start out with thinking about what topics are relevant to your users The number of queries for a topic isn t limited and you can edit your queries any time 1 On the nav bar click or tap Microsoft Social Listening gt Settings 2 Click or tap Settings gt Search Topics 3 Click or tap Add search topic 4 Name your search topic and optionally assign a category Click or tap Add search query Enter keywords inclusions and exclusions Select how close the inclusions should appear in a post to one of your keywords Select the sources and languages that you want your query to search for ee ot oY Validate the query to see an approximate number of posts you can expect from this query 10 Click or tap Save to add the query to your search topic See also Set up searches to listen to social media conversations Customize the user interface Edit your user preferences You can review and personalize the default settings for your application 1 On the nav bar click or tap Microsoft Social Listening gt Settin
46. ost For each post you can review and edit the sentiment value and share the post by email If your user role is Power Analyst or Administrator you can remove posts from the database Note that if you remove a post there is no way to restore it See the list of posts Navigate to the posts page in Analytics 1 On the nav bar click or tap Microsoft Social Listening gt Analytics 2 Click or tap Analytics gt Posts Navigate to the posts page in Facebook pages 1 On the nav bar click or tap Microsoft Social Listening gt Facebook Pages 2 Click or tap Facebook Pages gt Posts Posts on a Facebook page reflect the type of content We distinguish between comments photos videos links and common status updates The content type is added to the title of the post Comments from the audience are linked to the specific post Comments show up on top of a post and are labeled in response to Under the label you see the original post and can also view the other comments linked to the post Elements of a post You can read posts that resulted from your searches directly in the application from the Posts view On the left side of the Posts view you ll find the icon of the post s source the profile picture if available and the name of the post s author In the center of the post list you ll find the title and content of a post Click or tap the expand icon next to the post s content excerpt to expand the post and read the full
47. our analysis but the data will still be acquired You need to be a Social Listening Administrator to perform this task Make sure that you have the Microsoft Social Listening Administrator role On the nav bar click or tap Microsoft Social Listening gt Settings Click or tap Settings gt Blocked Content Type the term in the input field OL ae oe Dar Sa Click or tap the plus icon T Remove aterm from blocked content Since data is still acquired for blocked content you can make it available for analysis by removing a term from the blocked content list You need to be a Social Listening Administrator to perform this task 1 On the nav bar click or tap Microsoft Social Listening gt Settings 2 Click or tap Settings gt Blocked Content 3 Identify the blocked term you want to remove and click or tap the remove icon X 4 In the confirmation message click or tap OK Manage data acquisition volume e Optimize your search topics regularly Review the search queries to make sure that only relevant data is selected Previewing a search query before saving it is a great help to get an impression on how many posts we re expecting for the configuration you provided e Maintain a list of blocked sources to avoid any posts appearing in your results from the listed domains or Facebook pages e Exclude authors who publish irrelevant posts that match one of your search queries 23 e Get additional post quota Ask your Office
48. r tap Test Search Query See Sef SE Click or tap Save to activate your search topic or add another search query to your topic 18 Note Adding a query usually leads to more posts resulting from your searches The increased number of posts will count against your post quota You ll need to test every query you changed before you can save it Limitations on topic names keywords inclusions and exclusions Although you can create an unlimited number of search queries per search topic there is a limit on the length and number of terms e Maximum length in characters of search topic names 35 e Maximum length in characters per keyword inclusion and exclusion 128 e Maximum number of keywords per query 15 e Maximum number of inclusions per query 15 e Maximum number of exclusions per query 25 Define sources categories and languages Your search queries will be run across the selected sources and languages You can edit the search languages and sources for your queries any time to update your search Note Adding a source to an existing query affects the number of posts that result from this query and therefore affects your post quota Assign a category to group your search topics when you set up a search topic This enables you to see the analysis on a group of search topics that you can filter by category The following choices are available e Accounts e Campaigns e Competitors e Contacts e Leads e Pr
49. regarding the expected post volume 11 Manage users Understand user roles Every invited Microsoft Social Listening user should be assigned a role An Administrator needs to confirm the automatically assigned Analyst role to an invited user or update the user role You ll receive reminders in the user interface if you have any users whose role hasn t been confirmed or updated in Social Listening yet This settings page is visible to Administrators only Note User roles set in Microsoft Dynamics CRM don t apply to Social Listening You ll need to set roles in both Social Listening and in CRM A user can have a different role in each application The following table shows the three user roles that are available in Social Listening View all Edit Delete Exclude Exclude Create analysis sentiment posts authors sources and value for and edit posts terms search topics Power Yes Yes Yes Yes No No Yes Analyst Power Analysts can only edit owned search topics Assign a role to a new user You need to be a Social Listening Administrator to perform this task On the nav bar click or tap Microsoft Social Listening gt Settings Click or tap Settings gt User Management Under Invited Users click or tap the pen icon 4 In the Assign New Role dialog box select the user role from the drop down menu To confirm your assignment click or tap Save OL a Oe IN 12 Change a role for a user You need to be a
50. s have on your Microsoft Social Listening solution Set up searches to listen to social media conversations Learn about the basics of creating and editing search topics and queries See what you can do with keywords inclusions and exclusions Manage the quality of your search results Optimize your search topics to find the most relevant data that you re looking for Block terms and sources from your analysis and solution Perform analysis Learn about the basics on how you analyze the data that was picked up by your search topics Find help for the available pages in Analytics Analyze Facebook page data Follow conversations that take place on Facebook pages see the activity of pages and the audience to efficiently engage with audiences Use filters to see data subsets Narrow your data set to analyze the posts that are most relevant for you We provide a set of filters that you can edit at any time while performing analysis Defining and managing alerts Get information on how to set up alerts that keep you up to date on new posts and significant trend changes Work with posts Read posts from your data set directly in the application Remove posts from your analysis or edit sentiment values for specific posts Manage authors Learn how to analyze posts from specific author and author profiles in detail Find out how you can exclude authors from your solution Supported browsers and devices Microsoft Social Listening works with
51. search topics they own Click or tap Microsoft Social Listening gt Settings Click or tap Settings gt Search Topics In the list of search topics click or tap the delete icon X beside the topic you want to delete and confirm Deleting a search topic has the following effects e An automated email notification is sent to the owner of the deleted search topic e Posts that matched this topic are no longer available for analysis e Alerts based on this topic are deactivated 20 Manage the quality of your search results Block posts from a source To improve the quality of your data set you can add URLs and partial URLs to a blocked sources list that will be excluded from data acquisition and analysis Posts that were already acquired from a source on your blocked list won t show up in your analysis any more The hidden posts aren t removed from the database and are available for analysis again if you remove the blocked source from the list This applies to posts that are already acquired and available in your application as well as for future downloads You ll need to remove a blocked source to start the data acquisition for that source again For example you find multiple posts from a specific blog with irrelevant content or spam Instead of deleting every post manually from your analysis you can add the blog URL to the blocked sources list Even if future posts on that blog match your keywords they won t show up in your analysis
52. ser automatically becomes available 13 to be assigned to a different user If you want the user to still have access to other applications that you manage through Office 365 for example Microsoft Exchange Online or Microsoft SharePoint don t delete the user Instead simply remove the Social Listening license you ve assigned to the user For additional instructions see Assign or remove licenses Send email to users Use your email client to send email to Microsoft Social Listening users You don t need to research a user s email address The email opens with the recipient s address already filled In You need to be a Social Listening Administrator to perform this task On the nav bar click or tap Microsoft Social Listening gt Settings 2 Click or tap Settings gt User Management 3 Identify the user you want to contact and click or tap the envelope icon beside the user s name To email all users click or tap Email All 14 Set up searches to listen to social media conversations Listen to conversations on social media around your brand business products and competitors The first step in successful social listening is setting up your search topics to ensure you re capturing the right conversations Once you ve captured these conversations you can fine tune your searches analyze your data and drill into the information that matters most Available sources for search topics Microsoft Social Listening covers a set
53. sk them to save it as a bookmark If you are looking for Social Listening the URL is https listening microsoft com app lt appID gt For step by step instructions see Subscriptions and billing Create users and assign licenses When managing your subscription to Microsoft Social Listening through the Microsoft online services environment using the Office 365 admin portal you need to create a user account for every user who requires access to Social Listening You must also assign a license to each user account so the user can access the online service You can license the user when you create the user account or you can license the user later For step by step instructions see Assign a license to a user Set solution defaults Before your users can start working with social listening data you need to set up Microsoft Social Listening for them Begin by setting the system defaults You need to be a Social Listening Administrator to perform this task 1 On the nav bar click or tap Microsoft Social Listening gt Settings 2 Click or tap Settings gt Solution Defaults In Solution Defaults set your options Screen language Set the default language for the user interface Default time frame Define the default time frame for your users analysis Date and time format Set the default date and time format Search languages Set languages for your search The search topics will look for posts in the languages you cho
54. sssssssessesssssessesesssessesessssseesesesssesseseseseseeseseatseseess 32 Remove an added Facebook page eesessssssessssesesssesesesssssecsesssssessesesssssssssesssssesseseasseseesesesssesseseess 32 Comparsadded Facebook DAG CS rsimion eeo e E E E 33 Analyze activities on a Facebook PaGe cecessssessssssssesssssessesesssessesessessessesesesesseseseeeseeseseeeseeseseeeeesees 33 Use filters to see data subsets 0000000e0ne0o0sesnesresossesreseesossssreseesossssresresossssresreoossssresresossssrenrosessssresressssa 35 Drill down into Data ccc ceccccccsccsscccscssccesccssccscccscesscesccsccsecesecsccesscesccsccaecescssscesecesecseseaecesecssceseceseeseeaeeasens 37 ENN e W212 8 Foie dd sameeren ener perme nereene inte tee eieente cetera ete rene re nett tenet etry eter einer eet ene Tr 37 Add CIV OF remove atita sess iias Facade idan a tania deeded al esdende etd eee ated a ee 37 Edi alsre acc INVASTESM TT ng gt 80 ot eueeReee nee mera eet nr eee a EP Oey ee ee 38 Defining and NAVAN VAC INC alerte cas tae Schaerer ae sha cle le dana a de aa le lactate 38 Gi ere ers NEwW ale Reena arene oE ee renee ener ee ne eee ern rere E NO ee eee eee 39 View thel tof your lare nene eee ene eee em a nS 40 Change or delete an alert sessssssssssessssssssescsssssescsssssssesscsssssessesesssesessesssesesseseseseseesessessesseseeseess 41 Deactivate oracivate analet Ekan 41 Set the Sensitivity in a trend alert un sescsssssessesesssess
55. t a search topic because sentiment values are always related to a certain keyword Select a search topic from the drop down menu in the top left corner of the filter section After you ve selected a search topic the Sentiment summary appears at the top of the page The information displayed is the total number of posts and the sentiment index for your chosen search topic You ll also see the percentage of posts where you either confirmed or edited the sentiment Editing a sentiment value for a post doesn t influence the sentiment algorithm Sentiment summary by sources shows an overview of the sentiment index on all active sources It provides the total number of posts per source the sentiment index for your time frame and the change in sentiment index compared to the past five time frames The trend indicator helps to highlight a potential significant change in your public perception If you choose to analyze all posts from last week for example your sentiment index value is Compared to the sentiment index value of the five weeks before This helps to keep track of changes in tonality for the search topic you re analyzing The bar below the sources indicates the relative distribution of sentiment values in your data set Sentiment history visualizes the sentiment index over time The black line indicates the sentiment index while the green line shows the average sentiment index in your time frame To see the sentiment values of the posts i
56. tap Microsoft Social Listening gt Settings 2 Click or tap Settings gt Facebook Pages 3 Click or tap the remove icon to stop tracking the Facebook page Note If you remove a Facebook page from the list of added Facebook pages data from the removed page is no longer acquired for analysis To remove all existing posts from the analysis go to Blocked Sources and add the Facebook page to the list This excludes all posts that were acquired earlier from your analysis Already acquired posts remain in the application s data base and aren t deleted 32 Compare added Facebook pages The Facebook Pages Overview provides a list of all Facebook pages that an Administrator added to the application s sources In the list you ll find the following information e Name and icon of the Facebook page e Number of likes and talking about you see the values of today regardless of your chosen time frame which we retrieve directly from Facebook e Total number of posts and comments on a Facebook page in the active time frame e Number of posts and comments by the audience of a Facebook page e Sentiment index for the Facebook page and the change of the sentiment e Trend indicator that compares the current post volume on a Facebook page to the post volume in the previous five time frames The Activities by Facebook page visual shows the number of posts and comments that were written by the page and its audience Click or tap Show as rela
57. tching one of your queries but are irrelevant in your context As an Administrator or Power Analyst you can delete such posts from your analysis directly on the Posts page 1 OR ile 2 Drill down in your analysis until you reach Posts Navigate to Analytics gt Posts Click or tap the ellipsis icon and select Remove this post from the options Export the content of posts 1 OXU a Oe On the nav bar click or tap Microsoft Social Listening gt Analytics Click or tap Analytics gt Posts To view more posts scroll to the bottom of the page and click show more Select the check box for the post or posts you want to export Click or tap the export icon located in the upper right corner of the Posts view Click or tap the desired file format e Select xlsx to get detailed metadata in an Excel worksheet format e Select XML if you plan to process your data with other XML applications 45 7 Save the file to your desired location Note You can export up to 250 posts in a single export If you select the Select all check box it selects only the posts that are displayed You ll need to scroll down to the bottom of the page and click or tap Load more posts until you ve selected all the posts you want for export Share links to posts by email Share relevant posts you find in your analysis Send the link to the content by email 1 Drill down in your analysis until you reach Posts OR 1 Navigate to Analyt
58. that you optimize your search topics from time to time to make sure that you re collecting relevant data If your solution tends to exceed the quota we ll send an email notification to all users with an Administrator role To take action your Office 365 admin can increase the post quota of your solution in the Office 365 admin center or you can remove or narrow search topics Note If you re expected to exceed the post quota of the current month we ll send you an email with a warning and grant you some time to react appropriately When you exceed your post quota data acquisition will be stopped if any of the following conditions are met e You still exceed your post quota after 48 hours from the time the notification was sent e Your solution passes the temporarily granted additional post quota For example if your monthly post quota is 10 000 posts your grace period starts when you receive a notification that your solution will probably exceed your quota limits Data acquisition will be stopped automatically after 48 hours if you have exceeded your post quota by then or as soon as your solution gathered more than 50 000 posts before the 48 hours have passed To access the quota manager navigate to Settings gt Quota Manager The quota period is one calendar month e Start First day of a month 00 00 AM e End Last day of a month 11 59 PM Once a new quota period has started all quota counters are reset and start counting a
59. the filters at any time Tip To access an analysis later with all current filters save the URL of the application to your browser s favorites The following table lists the filters that are available ay Time frame Sources Select a search topic or a search topic category to focus your analysis on You won t be able to see sentiment analysis unless you select a search topic Edit the time frame for your analysis Choose between today last week or last month or define a custom time frame Select which sources are active in your current analysis Choose from the list of active search languages to focus your analysis on one or more languages How this affects your data set Your analysis focuses on the posts resulting from a specific search topic or search topic category Your analysis shows search results for the defined time frame Your analysis shows results from the selected sources only Your analysis shows results from the languages you selected in your filter 35 Site Analytics only Sentiment Reach Analytics only Keywords Contributor Facebook pages only Post Type Facebook pages only What you can do Enter a domain to restrict the data set to posts originating from authors on the domains you entered To filter for multiple domains add a comma separated list for example contoso com contoso org Filter your posts by sentiment value Select from
60. tive Show as absolute to switch views Click or tap the labels in the legend to hide them Activity by Facebook page aggregates posts and comments from a page and by its audience for the Facebook pages that your application listens to It shows the total post volume over time By default all communication types are active This widget enables you to follow the activity of the Facebook pages over time and identify possible peaks in activity With a simple click on a peak you ll be redirected to the posts and comments on the Facebook page related to the peak to investigate in more detail Analyze activities on a Facebook page 1 On the nav bar click or tap Microsoft Social Listening gt Facebook Pages 2 Inthe list click or tap the Facebook page that you want OR Select a specific Facebook page from the drop down list in the upper left corner of the filter section On the page you ll find the following information e Number of posts on this Facebook page in your data set e Trend details for the Facebook page e Sentiment index for the Facebook page e Number of likes and talking about values of the Facebook page 33 The likes and talking about values reflect the values from the day you re analyzing your data and are retrieved directly from Facebook The values aren t stored in the database and therefore aren t available for further analysis in the application Facebook page activity shows the post volume of the chosen Faceb
61. to date on the topics that matter most to you 38 To set up alerts directly from within your analysis click or tap Add alert in the filter section If you create an alert from your analysis the following active filters apply to your alert configuration e Sources e Languages e Sentiment e Keywords Note All alerts created by you are visible only to you Other recipients of the alert that you added to the alert configuration won t be able to see or edit your alert configuration Create a new alert The easiest way to create an alert is directly from within your analysis You can also navigate to Alerts and create an alert from the Your Alerts list Filters and parameters that you defined for the current view will be filled in for you 1 On the nav bar click or tap Microsoft Social Listening gt Alerts 2 Click or tap Add alert OR 1 Perform analysis in the Analytics areas 2 In the filter section click or tap Add alert All active filters for the alert are highlighted in orange 3 Inthe alert configuration dialog box define a name for your alert Optionally add or edit filters for your alert in the filter section 5 Select the alert type to create a Trend Alert to receive an email notification if the post volume exceeds the statistical expectation for your filters b Post Alert to receive an alert if a post matches your filters 6 For trend alerts select the sensitivity of your alert by moving the slider For post

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