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Creating a Keyword Search in CX Social

Last Updated: Apr 13, 2017 07:37AM EDT
In CX Social everything revolves on topics and keyword searches. If you want to track certain keywords on the web you will need to set up a keyword search. Therefore it is crucial to know the differences between the filter conditions and how to specify your search. This will help you make better keyword-decisions and will result in tracking accurate, relevant and important data for your brand or company.
In this article we will explain the differences between a project and topic, how to create and/or set up your own keyword search and what the different filter conditions are. In the last part you will be able to find some important notes on how treat characters and symbols in our keyword searches. 


ŸŸ●  Project and Topics
●  Creating a keyword search
●  Adding a keyword search
●  Defining a keyword search
●  Filter conditions
●  Saving a keyword
●  Characters and Symbols


Project and Topics
Before we start creating a keyword search, it is good to know the difference between a project and a topic in CX Social. What exactly are Projects and Topics in CX Social? In case you can’t remember this is the main difference:
Project: A Project in CX Social consists out of one or more topics. For example you can create a Project called: Automotive and this project consists out of 4 competitor brands where each brand has it’s own topic.
Topic: A Topic in CX Social can consist out of social profiles (ranging from Facebook pages, Twitter profiles, LinkedIn Company pages, Youtube channels,…) or keyword searches (or a combination of both) Typically you will create 1 topic for each subject/brand/company you want to track in CX Social. 
Topic Overview

You can find the topics and projects overview of your CX Social account by going to Account settings followed by clicking on Topics in the left side bar. Here you will be able to add new projects and topics to your CX Social account.

If you want to add a new topic to your CX Social account simply click on the "Add new topic"-button at the end of the page and you will get directed to the topic setup screen. 
Creating a keyword search 
If you want to monitor and track data on the web from publicly available sources* then a keyword search is a crucial part of your CX Social setup. You can set up your own keyword search(es) in 3 simple steps.
First thing you need to do is go to your Account settings and select Topics from the left side bar. Here you can decide to either edit an existing topic or add a new topic. If it’s the latter, simple click on add topic if you want to change an existing topic, simply click on the cogwheel to right side.
topic overview

Adding a keyword search
Selecting either will forward you to the Topic settings screen where you will be able to add a keyword search to your topic. Select “Add Keyword Searches” from the right sidebar and a dialog box will open up.
adding keyword search

Defining a keyword search

Second step of setting up your keyword search is defining the filter conditions of your search. In the dialog box that opens after you clicked on "Add Keyword searches" you will have the option to select from several different filters that will allow you to drill down on a specific word or subject.
You can either create a search by using the dropdown menu or by writing it in code if you prefer that. 
Here’s an example of a search created via the dropdown menu:
Defining keyword search

In this example I want to monitor everything about the brand “CX Social” and "CXSocial" but I only want mentions from “Belgium” as a country and they can only be in “Dutch” as a language as I’m not interested in other languages and as a safety precaution I added the "unknown" country as well to make sure I pick up everything. This is because languages and locations can vary. Read more about this here
Here are a couple of useful tips when creating a filter:

ŸŸ●  You can add and remove filter conditions by clicking on the + or – icon.
ŸŸ●  You can create AND or OR conditions by clicking on group and indent icon.
ŸŸ●  You can use the “  ” symbols to look for exact matches of the word/ phrase. 
ŸŸ●  You can drag and drop different conditions by click and holding them.  
ŸŸ●  If you are creating a very specific search please read the important notes.
Important: However it’s really important to know that there always has to be at least 1 text condition in order to perform a search. If that is not the case, please add an All contains all/any to the keyword search.
Filter Conditions 

Here’s a quick overview of what every filter condition means and does. Also, it’s good to know that these filters aren’t the same as the filter conditions in the CX Social Inbox:
  • All: All condition is used to enter you keywords which you want track and monitor. We will pick up everything that is publicly available on the web. You can put in names, URL’s, titles, username = any text condition.
  • Author: Author condition is used if you only want to track or exclude data from certain authors on Twitter. Here you can write their username without the @
  • Author ID: Author ID condition is the same principle of the Author condition but instead of the name you will have to fill in the ID of the Twitter account.
  • Category: Category condition is used if you only want to monitor or exclude data from a specific source. (blogs, forums, news,..)
  • Content: Content condition is used if you want to monitor or exclude keywords that only appear in the content of a mention. Excluding title/author/name/.. 
  • Country: Country condition is used if you want to track or exclude mentions from certain countries.
  • Full name: Full name condition is used when you want to specifically monitor data from a users’ full name.
  • Language: Language condition is used to track or exclude data in certain languages.
  • Provider: Provider condition is something used by CX Social Admins to track certain mentions from data providers.
  • Source domain: Source domain condition is used to track or exclude data from certain domains. Always insert both www.CX or CX
  • Title: Title condition is used to monitor or exclude keywords appearing in the title of the article/mention/post…
Saving the keyword search

After defining the conditions for your keyword search you need click the Preview button first in order to see if CX Social can crawl your required search. After previewing you can save you keyword search and that’s it!

Saving Keyword search
Now you watch all the data flow in in your CX Social Inbox!
Characters and Symbols in a keyword search:
Here are some things to keep in mind when creating large, complex and negative searches within one keyword search:
Punctuation symbols.
Punctuation symbols: ",", "?", "!", "\"", "<", ">", "%", "*", "-", "+", "\\", "/" are treated as whitespace. Thus searching for "word/something" also yields results containing "word something" (and vice versa). 
Important: some characters such as / and ^ may have a special meaning and therefore need to be quoted “ ” when searched for in the filter field.  
Dots "." and colons ";"
 Dots and colons are treated as whitespace if they are preceded or followed by whitespace (including the beginning and the end of a string) or punctuation symbols (including dots and colons) but not otherwise.
Tokens starting with “^”, “@“ or “#"
Tokens starting with ^, @ or # and tokens containing single quotes are treated specially = always use the quotations.
Curly single quotes
Curly single quotes ("’", "`", "′" and "‘") are treated as if they are equal to the normal single quote (" ' ")
Emoji’s and Emoticons
Emoji’s and emotions are not supported in keyword searches.
Searches can be negative to exclude keywords.
 Use 'is not' or 'contains not' in the middle dropdown to exclude keywords, countries, languages, etc.
Keywords are case insensitive
Searching for the keyword: “Word” and “WORD” is the same.
Anything that’s separated by whitespace can be searched for.
Searching for “foo" "bar” for example will give results for mentions containing “foo” and “bar” although not necessarily next to each other or even in that order (unless both words are put in between double quotes together “foo bar” -> exact match searches)
Single characters are supported.
Searching for “8” = will return results when the number 8 is being mentioned in the mention or the post.
Underscores are treated specially, except in Twitter handles and Hashtags they are treated as whitespace but the original string is also kept. Only up to 5 underscores are supported 0_1_2_3_4_5_6
Put words beween quotation marks (") if you only want to monitor that exact combination of words, e.g. "Amnesty International" or "tele net". 
Proximity: Proximity means setting a condition that different words have to appear within "x" words from each other in the text. You can do this for the distance between individual words, but you can't do this for word groups. You can't say that "amnesty international" and "world peace" have to appear within 20 words of each other. What you can say: I want amnesty and international to appear within 20 words from each other. Like this:"amnesty international"~20
Be certain to attach ~20 immediately after the words that are placed within the quotation marks (without a space, like in the example shown above).
If you have any other questions or didn’t understand a part of the keyword search setup, feel free to reach out to support@CX and refer to this article.


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