How to Set Up and Configure Your Query

Learn How to Configure Queries for Optimal Social Monitoring

Setting up and configuring a query in your social listening tool involves a few detailed steps. Below is a comprehensive guide to help you through the process.

Note: When setting up your query, it's key to have a clear goal in mind. Are you looking to monitor your brand, competitors, or a specific trend? Your goal will guide the creation of your query. 

Get started

To create a query, you need to add conditions or rules to the logic group. Conditions can include specific keywords, hashtags, mentions, or phrases relevant to your monitoring needs.

Logic groups

This feature helps you group multiple rules together using the operators 'AND' or 'OR', allowing control over how the rules are applied.

We suggest using it as a category block to simplify applying complex logic and make sure that related rules are easy to manage and read

Rules

Rules are the criteria that mentions must meet in order to be collected.

  • Author: Related to the person or account making the mention.
  • Content: Related to the content of the mention.
  • Channel: Platform or channel where the mention appears.
  • Insights: Mention performance (Likes, comments)

ORs and ANDs

Operators are tools used to combine and connect multiple conditions which can be rules, logic groups, or values within the rules.

  • AND: Ensures that all defined conditions must be met for the mention to be collected.
  • OR: Requires that at least one of the specified conditions must be met in order to collect the mention

Create Your Alert

  • Navigate to the dashboard: Go to the “Monitoring” tab.
  • To create a new query click on the button create a new alert to start creating your query.

Define the Query Scope

  • Name your query: Provide a descriptive name to easily identify it later. Example: "Brand Mentions Monitoring"
  • Description: Optionally, add a brief description of the query's objective. For instance, "This query monitors mentions of our brand and key products on social media."

For more information you can read the article How to Create an Alert here.

Set Up Your Query

Set Publication Date

Establish the publication date criteria using different values such as equal to, before, after, or between specific dates. This helps narrow down the timeframe of the mentions you want to capture.

  • Equal to: Brings back mentions from a specific date. Example: Mentions from January 1, 2023.
  • Before: Retrieves mentions from before a specified date, keeping in mind that only data from the last two years is available. For example, you can access mentions before January 1, 2023, but not earlier than two years from today's date.
  • After: Fetches mentions from a specified date onward. The query remains open and continuously gathers all mentions as they occur. For example, setting the date to January 1, 2023, allows the query to keep collecting mentions that happen after this date.
  • Between: Recuperates mentions within a date range. Example: Mentions between January 1, 2023, and December 31, 2023.

Tip: Pay attention to the start date you select. If the date is too recent, there might not be enough mentions due to the limited time for the topic to gain traction on social media.

Set Rules

A rule is a specific condition or criterion used to filter, select, or manipulate data within a query. Each rule evaluates a particular aspect of the data.

  • Select filter: You can start creating rules within your logic group by choosing one of the filters. These filters are organized into three main categories: Author, Post Content, and Channels.

Tip: Remember, the more specific your rules are, the better results you'll get in retrieving relevant mentions.

For instance, you can add relevant keywords or phrases you want to track.  Let's say you want to monitor your brand's performance, then you might use keywords like your brand name, product names, or industry-specific terms.

 

 

Tip: Within the same filter you can add as many values as you choose.

 

Use Logical Operators

Combine multiple conditions using logical operators (AND, OR) to refine your search.

  • AND: Both conditions must be true. Example: Mentions must include "BrandName" AND "NewProduct".
  • OR: Either condition must be true. Example: Mentions can include "BrandName" OR "CompetitorName".

 

Set Up Logic Groups

A logic group refers to a collection of conditions or rules grouped together using logical operators such as AND, OR, and NOT. It is used to structure and combine multiple conditions within a query to define complex filtering criteria.

Logic groups allow you to create structured and detailed queries. Each logic group can contain one or more rules.

Create Logic Groups

  • Create logic group: Click on Add Condition and create a Logic Group to start building your query.

 


Add Rules to Logic Groups

  • Add rules to the logic group: Start adding rules to your logic group. Within each logic group, you can add specific conditions and rules to refine your search. As we explained before, here you can select  a filter and start creating rules within your logic group.

Tip: Remember, the more specific your rules are, the better results you'll get in retrieving relevant mentions.

 

Tip: Within the same filter you can add as many values as you choose.

 

  • Use Logical Operators: Combine multiple conditions using logical operators (AND, OR) to refine your search.
    • AND: Both conditions must be true. Example: Mentions must include "BrandName" AND "NewProduct".
    • OR: Either condition must be true. Example: Mentions can include "BrandName" OR "CompetitorName".

Tips to Create a Query Depending on Your Goal

1. Monitoring Your Brand

  • Keywords: Use your brand name, product names, and any relevant slogans.
  • Sentiment Analysis: Track positive, neutral, and negative mentions to gauge public perception.
  • Engagement Metrics: Focus on likes, shares, and comments to understand how your audience interacts with your content.

If your brand is "EcoFriendly", use keywords like "EcoFriendly", "EcoFriendly Products", "EcoFriendly Review".

2. Monitoring Competitors

  • Keywords: Use competitor names, their product names, and industry-related terms.
  • Sentiment Analysis: Compare positive and negative mentions between your brand and competitors.
  • Engagement Metrics: Track which competitor posts are getting the most engagement.

If your competitor is "GreenGoods", use keywords like "GreenGoods", "GreenGoods Products", "GreenGoods vs EcoFriendly".

3. Monitoring a Trend

  • Keywords: Use trending hashtags, buzzwords, and related phrases.
  • Date Range: Set a specific date range to capture the most recent trend data.
  • Engagement Metrics: Focus on metrics that indicate the trend's popularity, such as the number of mentions and shares.

If the trend is "SustainableLiving", use keywords like "#SustainableLiving", "Eco Tips", "Sustainability".



If you want to learn more on how to create effective queries check out our monitoring use cases to learn how to track your brand, competitors, trends, or campaigns, here.