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Tip of the Month: Guided Navigation

Visible-IntelligenceWhen new customers migrate from another platform to Visible Intelligence, they often come with a perception that you need to be a search expert to get good, relevant social data. Well, that is certainly not the case with VI, which can be used easily by novices as well as experts. In this post, I explain how easy it is to start crafting your own searches with little to no experience.

Imagine this scenario: Your boss just handed you a rush project. They want a report on what people are saying about your new product by Monday. You’ve never crafted a search and the person on your team that usually builds a search is on holiday until Monday. No worries. Here is how you can get the information you need yourself, with ease and in a short period of time.

  1. In VI, select the “Search” tab.
  2. In the box that says “Enter keywords…” type the name of the product (or person or place or activity) that you are interested in and click on the search button.
  3. Within a second you will see a list of posts that talk about your product.


Incredibly fast and easy. Now, start to dig deeper or refine the view.

On the right side of the screen is a list of prominent terms found for that set of results. Click on any of the prominent terms, and it gets added to your search definition – updating the result set, and generating a new set of prominent terms. Continue that process, or directly add additions or exclusions to your search in the box.

On the left side of the screen you will see the number of posts that meet your criteria which can be used as filters to refine the view. Move your mouse cursor over there and scroll down to see what is available. Choose from Time Frame (e.g. 24 hours, 3 months), Sentiment, Media Type (e.g. Forums, Reviews), Top Locations (e.g. Germany, Brazil), Top Sites, Author Influence, and more.

Use these filters to further refine your view. For example, make the following selection and watch how the results are updated in real time:

  1. Change your time frame to 30 Days
  2. Choose positive posts
  3. Select Twitter
  4. Pick United States

Before you save your search, you can also change your post sorting preference (located at the top of the post list). Change to Posted Date, Influential, Positive, etc. to reflect how you prefer to review the search results. Toggle ascending/descending to reverse the order.

Once the search is saved, you can refine the search further, review analytics, tag posts, and other activities in Monitor.

Guided Navigation is a great tool for starting to build a search, while getting instant feedback which includes the breakdown of the posts across many different filter options.

For more tips on navigating Visible Intelligence, click here >>

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