Learning Objectives
You will learn about Shortlists and how you can use them
You will be able to create a new Shortlists and add content to existing ones
You'll know how to review, edit and set permissions for your Shortlists
What is a shortlist and how do I use them?
Shortlists are an intuitive method to manually curate content that holds exceptional relevance for your brand, clients, or chosen topics. This process empowers users to meticulously sift through important media coverage within the Feed and categorise these media items into dedicated folders termed Shortlists.
This innovative workflow, now accessible within the Feed section of our platform, is readily available for users of the PR & Comms use case.
With Shortlists, users can
Add content from different searches within their domain into a new or existing Shortlist, in both desktop and mobile versions of Pulsar.
Filter for content in a Shortlist to identify the most relevant content.
Proceed to create a Coverage Report by selecting relevant pieces of content from a Shortlist.
How do you create a shortlist?
We've meticulously streamlined the curation process, ensuring its simplicity and seamlessness.
To create a shortlist:
Starting from the Feed, select your desired content by ticking on the checkboxes on the left-hand side of the article or post. The Shortlist drop-down option will then appear at the top of the Feed page
From there, you have the option to either add the selected items to an existing Shortlist or create a new one, as depicted below.
And that's it! A straightforward and efficient process.
Where can I view and review a Shortlist?
Within the left-hand navigation, you'll now find a dedicated page named "Shortlists" under the Feed menu. This page serves as the hub for all your created Shortlists.
Here, you have the convenience to access and review your existing Shortlists, quickly add or remove content, or transfer content between different Shortlists. Moreover, this page is one of the starting points for crafting your Coverage Report.
Editing Shortlists
If you want to change the name of the Shortlist you’ve created or update user permissions, you can easily do that via the Edit Shortlist page, which you can access from Feed > Shortlists.
In the Shortlists page, click on the triple dot icon on the right side of the page. This will open 2 options: Edit Shortlists and Delete Shortlist
2. Click on Edit Shortlist. This will open the ‘Edit Shortlist’ pop-up.
Setting Shortlist Permissions
By default, shortlists can be seen by all team members in your organisation using Pulsar. If you want Shortlists to be seen or managed only by select team members, you can update the permissions through the Edit Shortlist page using the following steps:
In the Edit Shortlists page, disable the ‘Visible to all team members’ setting. This will allow you to specify team members you want the Shortlist to be visible to by typing and selecting their email address.
You can also choose whether they can manage the Shortlist, or if they should only view the content in the Shortlist.