Creating a Briefing Book Report

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Modified on: Thu, 1 Dec, 2022 at 6:55 PM

A Briefing Book is a PDF profile report that includes Contact information and information about the Outlet associated with the Media Contacts.  Briefing Books can be generated while viewing a list of Media Contact results or a saved Contact list. Briefing Books are not available for Media Outlet Lists or Outlet List results.

1. Click on My Lists from the Influencers tab on the main system navigation toolbar.
2. Click on Contact to see saved Contact Lists.
3. Click on the Contact List for which you want to run the report.
4. Place a checkmark above the list to include all list members in the report.
5. Otherwise, place check marks by only the members of the list that you would like to include in the export.
6. Click the Download button and select the Briefing Book option.

The Briefing Book with automatically download as a PDF file.