Creating, Finding, Managing & Exporting Media Lists with Connect

Modified on: Fri, 18 Nov, 2022 at 9:57 PM

Accessing Contacts

  1. Click on the Contacts tab.
  2. Select the Search option in the dropdown.



Adding a Single Journalist/Outlet to a List

  1. To add a single journalist or outlet to a list, type the media contact/outlet name or a topic, keyword or location into the Search Bar.
  2. Click on the name of the correct journalist or outlet to open the Mini Card (will show up on the right).
  3. Click on Add to List.


Adding to an Existing List:



1. Scroll through the list of Contact Lists or Search for a list by name (You must type in at least 4 characters to search).




2. Click on the list(s) you want to add the journalist.




3. Click on the Add to List button.



To Create a New List:


1. Click on the + Create New List link.



2. Type in the name of the new contact list you wish to create.



3. Click the Save button.




Adding Multiple Media to a List:

  1. To add multiple media outlets or influencers to a list at one time, you will start by searching for the Topic, Keyword, or Location you want to be included in a media list. If you would like more information on how to search for contacts, please click here.
  2. Once on the results page, use the checkboxes along the left to select the media outlets or contacts you want to add. Select the checkbox at the top to select all media outlets or contacts on that page (50 contacts).
  3. If you want to select all contacts or outlets in the list, use the Select All checkbox at the top, then click the Select All button in the blue window. 

Adding to an Existing List, click on Add to List:

  1. Scroll through the list of Contact Lists or type in the name of a contact list in the search bar (You must include at least 4 characters in the search).
  2. You can select the name of the list(s) you want to add the contacts to.
  3. Click the Add to List button.

To Create a New List, click on Add to List:

4. Click on the + Create New List link.

5. Type in the name of the list you want to create.

6. Click Save.

Searching for Media Lists:

  1. Navigate to the Contacts tab.
  2. Select Lists.
  3. Select the Sort by option to sort lists by:
    • Name of the list
    • Date the list was Last Updated
    • The number of Contacts Count for the list

OR

4. Click on the magnifying glass icon on the upper-right-hand side of the lists.

5. Type in the name of the list you would like to view, and up to 5 matching list names will appear upon text input.

NOTE: You can search for lists created by you or those that have been shared with you!


Managing Media Lists:

  1. Navigate to the Contacts tab and select Lists.
  2. Click on the name of a list to view the contacts.
  3. Use the 3 dots on the right to add media to another list or remove them from a list.
  4. To add one or more media contacts or outlets to a new list, use the checkboxes along the left to select, then click on Add to List to add to another existing list or create a new list.
  5. To delete a list, click on the Actions button, then select Delete List.



Exporting Media Lists:

  1. Navigate to the Contacts tab.
  2. Select Lists.

3. From your results page, click on the 3 dots to the right of an existing list and select Export CSV to download the list into a spreadsheet.

4. Alternatively, you may click on the name of a list to view the included contacts/outlets, then click on the Actions button and select Export CSV.

You can export the following location information from Cision Connect into Excel:
First Name Last Name Name Email(s)
Twitter Handle(s) Outlet(s) Title Topics
Pitching Profile Contact Phone Number Outlet Phone Number
New Information Included in Contact List Exports:
Contact Address Line 1 Contact Address Line 2 Contact City Contact State
Contact Zip Code Contact Country Outlet Address Line 1 Outlet Address Line 2
Outlet City Outlet State Outlet Zip Code Outlet Country

5. Select .CSV or.SCSV as your desired file type.

6. Click on the Next: Terms and Agreement button.

7. Read, then check the box that you agree to the Cision Data Download Terms and Agreement.

8. Click on the Download CSV button to complete the export.


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