Creating and Managing a Clipbook from a Saved Search : Cision Portal

Creating and Managing a Clipbook from a Saved Search
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Modified on: Mon, 5 Dec, 2022 at 9:36 PM

A clipbook is a summary report for news selected in a result set. The summary can be created as a Word, PDF, or delivered via email. When creating a clipbook, you can create a custom template for the summary to use, choose which data details you would like to include, and specify the order of the articles.

For Canadian Cision accounts that may include CEDROM news articles or clips, when you download and/or email a clipbook with CEDROM print/online content, we will record the number of CEDROM articles included in the clipbook to comply with CEDROM requirements.

Creating a Clipbook from a Saved Search:

To begin, click the My Coverage tab from the News section of the toolbar.

My coverage tab

Click on a Saved Search from within the My Coverage Searches panel to begin the process of creating a Clipbook.

Saved SEarch results

Applying Filters:

Apply any additional filters if you want to narrow the coverage included in the report.

To apply filters,

1. Click on the name of the Filter with which you want to work.
2. Select your desired choices by checking them. A link will appear letting you know how many filters you selected. You can repeat steps 1 and 2 to apply additional filters.
3. You can remove the filter choices applied to any category by clicking the ‘Clear filters’ link in the dialog box.
4. You can remove all the filters applied by clicking ‘Clear All Filters’

Creating a New Clipbook:

1. Select the coverage to be included in the Clipbook. To select all coverage in a result set, click the top checkbox above the results. To select individual articles, click on each checkbox located to the left of the article’s headline. To exclude specific articles, uncheck the checkbox located to the left of the article’s headline.
2. Click the Add to Clipbook button on the options toolbar. NOTE: While there is no limit to the number of clipbooks you can create, it is important to know that they are specific to the data group in which they are created.
3. When the Add Clips to Clipbook options window appears, type the name of the new Clipbook in the Select Clipbook field.
4. When the prompt for ‘Create new clipbook’ appears, click on it.
5. Click the Create button if your purpose is to create the clipbook and make it available for future use but close it for now.
6. Click the Create and Edit Clipbook button if your purpose is to create the clipbook and deliver it now via email, PDF, and/or DOC.

Choosing/Creating a Clipbook Template:

1. Select the coverage to be included in the Clipbook. To select all coverage in a result set, click the top checkbox above the results. To select individual articles, click on each checkbox located to the left of the article’s headline. To exclude specific articles, uncheck the checkbox located to the left of the article’s headline.
2. Click the Add to Clipbook button on the options toolbar.
3. When the Add Clips to Clipbook options window appears, type the name of the new Clipbook in the Select Clipbook field.
4. When the prompt for ‘Create new clipbook’ appears, click on it.
5. The new clipbook will be created.
6. If you want to change any of the headlines or the text snippet in your report, click here to learn how.

1. Customising the Clipbook
2.Use the Create Clipbook Menu to name the report and choose the template that you will use to create your clipbook.
3. Enter a name for your clipbook summary.
4. You have the option to choose from templates created by Cision.
5. Click the New Template option to create a custom template of your own. Click here to learn more about creating your own template. NOTE: Any content contained in the Notes field of the news item will be included in the summary regardless of the template that you choose.
6. Click Save button if at any point you want to Save the clipbook. This option is beneficial if you plan to add clips to the clipbook in the future once it is created. Or, if you do not have time to fully customise the clipbook and prefer to do so later.
7. Click the Next button to continue customising your clipbook.

Grouping and Sorting the Coverage in the Clipbook:

1. Chose whether or not you want to Group news items automatically. This option is turned on by default. When using this option, you can select to Group the news items by Company Analytics Categories, Tags, Products (Products are set of Company Analytics Categories), Keyword Searches or Medium. If a news clip mentions multiple defined Company or Product Analytics Categories or Tags, the clip will appear under every category or tag mentioned within the news item.
2. Select the data by which the clips should be Sorted within each Group. Sorting options include Date (Oldest to Newest or Newest to Oldest), Publicity Value, Audience Reach, UVPM, or Medium. IIf you have already selected to Group the clips by Medium, the options to Sort by Medium will not be available. You can also select to sort the clips manually using the bottom portion of the screen (see step 4 through 8 for manual Sorting).
3. Add a Clipbook Summary if desired. This field can be used to add a description (up to 500 characters in length) of the coverage contained in the clipbook.
4. If you have selected to manually order the clips, you can specify the clip order by dragging and dropping the new items in the desired order.
5. Another option available for manually ordering clips is to use the two columns button at the beginning of each news item
6. Clicking the X icon will remove a clip from the clipbook.
7. Selecting the arrow icon will provide you with an extended preview of the clip data that will show for each item. The data shown is based on the template selected in the previous step. NOTE: If Publicity Value is not turned on in your account, this value will not show in a clipbook. If you want Publicity Value turned on in your account, contact Customer Care by clicking here.
8. As you hover over the far right-hand side of a Group name, arrows will appear. Click the arrows to reorder Groups within the clipbook report.
9. Click the Submit button to generate the clipbook summary

Clipbook Delivery Options:

Next, select the format that you would like to use to create the clipbook. You have two categories of options, email or a file-based format including PDF or DOC. You can select one, two, or all three options at a time.

1. Select the email option if you want to send the clipbook in an email format to others.

NOTE: If you select a file based option and email, the file will download separately rather than being attached to the email.

2. If you have selected to send the clipbook as an email, complete the form provided to designate your sender and recipient information.

3. The PDF and DOC option will create a file-based format of the clipbook. If one or both of these options have been selected, the file will automatically download. If you do not see the file begin to download, you may need to change your browser settings to allow pop-ups from Cision.com.

Example Clipbook:

Within the clipbook, the first page will be a table of contents showing how the clips are grouped. Each group listed in the table is a link that will enable you to go directly to that section of the clipbook. For PDF and DOC clipbooks, a page indicating the start of each group will be indicated in the table. Following the table of contents will be a summary of each clip. Within each clip’s summary, the headline for social and online news items will be a link that you can use to open the mention on its site.

example clipbook

Saving a Clipbook:

If you create newsletters of your mentions over a particular time period or reals of your top mentions over time, most effective messaging pickup or effective quotes by your spokespeople, you may want to Save a clipbook and then add to it over time.

To create and Save a clipbook that you can add to over time,

1. Select the coverage to be included in the Clipbook. To select all coverage in a result set, click the top checkbox above the results. To select individual articles, click on each checkbox located to the left of the article’s headline. To exclude specific articles, uncheck the checkbox located to the left of the article’s headline.
2. Click the Add to Clipbook button on the options toolbar.
3. When the Add Clips to Clipbook options window appears, type the name of the new Clipbook in the Select Clipbook field.
4. When the prompt for ‘Create new clipbook’ appears, click on it.
5. Click the Create button if your purpose is to create the clipbook and make it available for future use but close it for now.

Adding to a Saved Clipbook:

To add to the Saved clipbook,

1. Select the coverage to be included in the Clipbook. To select all coverage in a result set, click the top checkbox above the results. To select individual articles, click on each checkbox located to the left of the article’s headline. To exclude specific articles, uncheck the checkbox located to the left of the article’s headline.
2. Click the Add to Clipbook button on the options toolbar.
3. When the Add Clips to Clipbook options window appears, you can type in the name of the clipbook to quickly find it.
4. If you see the clipbook to which you want add listed, select the Saved clipbook from the list.
5. Click the Add button if you only want to add to the clipbook and close it for now.
6. Click the Add and Edit Clipbook if your purpose is to both add to the clipbook and deliver it now via email, PDF, and/or DOC.

Opening a Saved Clipbook:

At times, you may need to open a clipbook without adding more clips to it. If you have not selected any clips to add to the clipbook, you will find that the Add to Clipbook button (1) is not available. As a result, you will need to open the clipbook from the Settings area (2) access from the upper right-hand corner. If you do not have access to the Settings tab, you can request access to this area from our Cision Customer Care Team by clicking here.

CLipbook not availalble

1. Once in the Settings area, select Clipbooks from the left-hand panel.
2. Click the triangle next to the Clipbook you want to open.
3. Select the Edit option which will open the Clipbook with related Editing options.

When the clipbook opens, you will see Editing options as well including the ability to select a Template (1), Grouping, Sorting, and Manually Editing Clips (2), and Formatting the Clipbook Report (3).

edit clipbook2

Deleting a Clipbook:

In order to delete a clipbook, you will need to access the Settings area in the upper right-hand corner of the platform. If you do not have access to the Settings tab, you can request access to this area from our Cision Customer Care Team by clicking here.

To access to Settings area, click the person icon in the upper right-hand corner and select the Settings option.

Updated Settings

1. Once in the Settings area, select Clipbooks from the left-hand panel.
2. Click the triangle next to the Clipbook you want to open.
3. Select the Delete option.
4. Confirm your choice to Delete the Clipbook.

Creating and Managing a Clipbook from a Saved Search
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Creating a Clipbook from a Saved Search:

Applying Filters:

Creating a New Clipbook:

Choosing/Creating a Clipbook Template:

Grouping and Sorting the Coverage in the Clipbook:

Clipbook Delivery Options:

Example Clipbook:

Saving a Clipbook:

Adding to a Saved Clipbook:

Opening a Saved Clipbook:

Deleting a Clipbook:

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Creating and Managing a Clipbook from a Saved Search Print

Creating a Clipbook from a Saved Search:

Applying Filters:

Creating a New Clipbook:

Choosing/Creating a Clipbook Template:

Grouping and Sorting the Coverage in the Clipbook:

Clipbook Delivery Options:

Example Clipbook:

Saving a Clipbook:

Adding to a Saved Clipbook:

Opening a Saved Clipbook:

Deleting a Clipbook:

Creating and Managing a Clipbook from a Saved Search
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