What is a Collection?
You can make a new Collection any time you want to create a specific group of Key Insights and/or Recommendations to share with your team and company.
How to Use Collections
Collections can be used to:
Create a research report
Gather a group of key insights around a theme or topic
Answer a question with past research insights
There are 5 parts of a Collection
Name - What you’d like to call the Collection
Description - a brief summary of what the Collection is about/what question is answers, etc.
Data - the Key Insights and Recommendations you add to the Collection
Tags - any tags you add to the Collection
How to create a Collection
Go to a Collection > + Create Collection
Adding Key Insights to a Collection
You can add any Key Insights to any Collections, right from the Key Insight details page by clicking “Add to Collection”:
You can also add multiple Key Insights to a Collection by selecting Key Insights in a list and clicking "Send to Collection"
Adding Recommendations to a Collection
You can add any Recommendations to any Collections, right from the Recommendations details page by clicking “Add to Collection”
You can also add multiple Recommendations to a Collection by selecting Recommendations in a list and clicking "Send to Collection"
Adding Tags to a Collection
Once you’ve created your Collection, you can add any tags to the Collection (your new Collection will then display under each respective tag later):
Sharing a Collection
You can share your Collection with anyone using a read-only live link and they don't even need an Aurelius account.
Any changes or updates you make will automatically show on the shared Collection.