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Getting Started with CX Social: Managing Projects and Topics

Last Updated: Jan 02, 2017 08:32AM EST

In this support article we show you how you can setup topics and projects and explain which consequences deleting streams and topics has.


 

Introduction - What is a topic?


To start using CX Social, the first thing you must do is monitor one or more topics.

By topic we mean a set of keywords, conditions, and/or social media accounts (Twitter users, Facebook pages, Youtube channels,...) that make a piece of user-generated text of interest to you. 
 

1. Projects

Once you are logged into CX Social at http://app.engagor.com, go to Account Settings and make sure Topics is selected in the menu on the left. Topics can be grouped in projects. Use the 'New Project' button to create a new project. Or the 'Add Topic' button to create new Topic. 
 

 

2. Add and Configure a First Topic

Once you have a Project, you can create a Topic:
 


This will bring up the page to configure a new Topic.

To create a topic about 'CX Social', we would do the following:
  • Indicate that the name of the topic is 'CX Social', the project is 'My Industry', and that it is about 'Industry'.
  • Monitor the @CXSocial Twitter account.
  • Monitor the CX Social Facebook page.
  • Set 'CX Social' to be monitored as Keyword. Public user-generated content online containing the word 'CX Social' will then become a mention for this topic.

Note:

Whenever you create or change a set of keywords, you need to do click on 'Preview' before you can save your changes, to ensure it results in relevant mentions. A list of mentions matching the search appears on the right. If nothing appears, no problem, we're not always able to show you examples. 
 

3. Deleting streams and topics

There's a difference in deleting topics and deleting streams. When you delete a stream we'll stop crawling new incoming data, but the data which is already crawled won't be deleted (unless you perform a smart delete). However when you delete a topic, all the previously crawled data will be deleted. 

This means that if  you want to stop tracking data for a specific topic but you don't want to lose the data in CX Social, you don't have to delete topic. Instead: remove the streams. This way the data stays in your account and can be used for further analytics and your streams are free to use in a new topic.





Furthermore, when you delete a topic you'll see a warning if the topic was included in a dashboard, folder or custom user role.

Note:

If your keyword setup is getting very complex and you are working with a few people as an admin, we advise you to save the keyword query somewhere outside of CX Social. In case somebody deletes the keyword search, you still have your search.

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