Using News4U™ Revised: November, 2010 ©. What’s Inside... Overview of How Does News4UWork? Task...

Using News4U™

Revised: November, 2010 ©

What’s Inside . . .

• Overview of How Does News4UWork?• Task One: Monitoring News Sources• Task Two: Categorizing News• Task Three: Creating News Deliverables• Task Four: Readership Reports• Beyond The Basics

This presentation covers how to do the practical tasks needed to maximize your return from News4U.

Key News4U Roles:•Publisher or News Manager•End User

Publishers : People who process news for people in companies.

End Users: Literally everybody else.

NewsRoom Customers: News4U looks and feels VERY MUCH like NewsRoom. The new automation features change it almost completely from the way you used to use it.This presentation is VERY MUCH for you.

Shortcuts to chapters:

OVERVIEW OF HOW NEWS4U WORKS

News4U – Practical Use of Automation

News4U ~ News Monitoring, Categorization, Newsletter Generation & Readership Tracking, all rolled into one!

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Gather

News

•Continually monitors sources

•Automatically harvests (collect) and store headlines in a database

•Ability to add your own headlines that come via phone or email (human intel)

Categoriz

e New

s

•Rules are used to continually and automatically put right news in right categories

•Ability to manually slot news into categories backs up the automation

•Optional: Trigger Automated Alert Emails to Internal Subscribers

Deliver New

s

•Automatically publish newsletter(s) containing categories of news on a schedule

•Publish a custom newsletter using style templates

•Publish Alerts and RSS Feeds

Measure Readership

•Tracks Opens, Subscribes, and Unsubscribes on a per-deliverable basis

•Track News4U Performance – Sources, Categorization, etc.

Three (Plus One) Basic Tasks

For headlines that have

already been posted to a

category, click here

REMEMBER – Everything you need is on the nav bar!

For harvested headlines that have NOT YET

been posted to a category, click

here

To setup automatic

categorization, or

to set up automatic alerts, click

here

To schedule a newsletter to be published

automatically, click here

Add or work with sources,

click here

Add or work with

categories, click here

To make your own headline, and put it in a category, click

here

To View Readership

Reports, click here

To See What Subscriptions

are Available to Readers, click

here

To access your outgoing RSS Feeds, click

here

TASK ONE: MONITORING NEWS SOURCES


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News4U News Monitoring, Categorization, Newsletter Generation

& Readership Tracking, all rolled into one!

Google, Bing,

and Yahoo

News Searches

Video clip

s from

financial news site

s (CNBC, FT, Fox Business)

Relevant

Political and Econo

mic

Trend News

Relevant

Industry, Trade, and

Professional Association Sites

SEC, Companies House, Bourse filings

Competitor

Press

Release,

Product, and

Executive Bio pages

Industry

and

Competitor Blog feeds

Twitter

and Social

Network Feeds

News supplied by people

News4U News

Database

Use Search Engine News feeds to expose more specific and valuable sources.

Unions, associations, industry groups, and hobby groups have very specific news not covered by search engines or syndicators like Factiva, et. al.

General to Specific Type SourcesMonitor

NewsSourcesNews4U automatically harvests and categorizes news from sources that

require monitoringNews4U uses RSS feeds, or makes a

feed for you if there are none

These sources are RSS feeds, RSS feeds of searches on

major search engines, or RSS feeds of searches of other

websites

Your competitor’s press page doesn’t have a RSS link?Use ‘MagicFeed’ to make an RSS feed out of any web

page with hyperlinks on it.

News4U allows you to automatically monitor and harvest news from any RSS feed (RDF, XML, RSS 0.9, etc.)

Right click on the RSS symbol and use ‘copy shortcut’ to copy the URL

Here’, we’ve done a search on FoxBusiness on “Cap and Trade” and the site allows us to make an

RSS feed from the result.

Adding a Legitimate RSS Source

News4U executes the search on FoxBusiness for you, and imports the

results as an RSS feed.

This will be monitored and harvested multiple times per day.

News4U imported the links from Fox Business.

When it did, it also matched some of the headlines to the ‘Cap and Trade’ Auto-categorization Rule, and

placed those headlines in that category.

It all happened automatically, and it will continue to conduct that search on FoxBusiness, import the results, match the categorization rule, and place

matching headlines into the category.

News4U allows you to create an RSS feed to execute this search on CNBC for ‘Cap and Trade’ and import the results

- EVEN THOUGH THERE IS NO RSS FEED AVAILABLE!!

We’ve done a search on CNBC on “Cap and Trade”

this time.This time – No RSS feed

available.What to do?

Here’s another example, but THIS TIME, no RSS feed is

available.

MAKING A REGULAR WEB PAGE INTO A SOURCE

This time, RIGHT CLICK on the hyperlink in the

browser’s address bar and choose ‘copy’

Here’s the harvest of the hyperlinks from the CNBC

site with the ‘Cap and Trade’ search on.

After clicking the ‘Start Wizard’ button, MagicFeed

will pop up.Paste the hyperlink from the

CNBC search here.

This function converts a regular web pages into an

RSS feed.

Complete the wizard, add the source, and it is now harvesting news from a

regular web page without an RSS feed!

THIS IS FOUND IN THE ‘SOURCE’ AREA FROM THE MAIN NAV BAR IN NEWS4U

Google, Bing, Yahoo and other engines all have news and blog search capabilities, complete

with RSS feeds.

Bing provides a Twitter search which you can use a Virtual

Source on.

Use Search Engines to Create New

Sources

For headlines that have

already been posted to a

category, click here

User Interface – Everything you need is on the nav bar

For headlines that have NOT been

posted to a category, click here

To setup automatic

categorization, or

to set up automatic alerts, click

here

To schedule a newsletter to be published

automatically, click here

Add or work with sources,

click here

Add or work with

categories, click here

To make your own headline, and put it in a category, click

here

CREATING YOUR OWN HEADLINES(NEWS FROM HUMAN BEINGS, NOT ELECTRONIC NEWS SOURCES)


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Copy and paste the subject line here.

Describe the source of the headline here.

Add more details if there are any . . .

. . . and any optional comments or analysis here.

See next slide

Pick a category, or categories, to put the

headline.

Click here to post the headline.

TASK TWO: CATEGORIZING NEWS


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News4U files news into categories.Automation will reliably file news about a single competitor, for example.

The Competitors here are grouped in ‘tiers’. ‘300’ series are ‘Tier 1’

competitors, ‘400’ are ‘Tier 2’, etc. Industry topics are ‘10’ series. This makes finding and using categories

MUCH easier.

If you were a NewsRoom customer, you no longer have to worry about how category setup relates to producing newsletters. Newsletter

improvements and automation will be covered later.

Each harvested headline is tested against each rule. If the headline doesn’t match any rule, it goes into a pool of harvested headlines. News4U will keep 180 days of harvested headlines (which can be adjusted).

You can ALWAYS then go to the REVIEW HARVESTED HEADLINES area of News4U and search for any headlines you want. Even the headlines that got posted will be in that pool, but they’ll have a green check indicating they’ve been posted to a category already.

They’re still there and searchable anyway.

Here’s ONE EXAMPLE you could use to set that system of rules up. It’s COMPLETELY up to you.HeadlineHarvested

Rule 1 – All Competitor A

News

Category 1 – ‘Competitor

A’

Rule 2– All Competitor B

News


B’

Rule 3– All Competitor C

News


C’

Rule 4– Search for ‘Cap and Trade’ – all

sources

Category 4 – ‘Cap and

Trade News’

Rule 5 – All Competitor SEC Filings

Category 5 – All Competitor

SEC filings Category

Doesn’t fit any rules

Goes into Harvested

Headline Pool

How Auto Categorization Works

Auto Categorization rules are used to move headlines into specific categories.

You can categorize using search terms (good for product names, issues, proper nouns (names, etc)

Or you can just move all news from a certain source into a category (competitor press release

pages, for an excellent example)

This is where BOTH Auto-Categorization Rules AND Alerts are done. Rules do the categorization.

Each rule CAN be an alert, but doesn’t have to be.

Select the category that the news is

going to go into.

Clicking this link exposes the interface for creating an automatic alert if the

rule finds matching headlines

Alerts can either be made available to everyone to

subscribe to, or be used privately by News Managers

(At least) Two ways to use automatic categorization:

Example A:Search Term-based categorization:

Monitors all sources for a ‘hot-button’ issue using search terms.

Example B:“Brute Force”-based categorization:

Your competitor publishes a press release on their press release page. ANY NEWS from them is news to me.

No search term used – all news from these two sources is moved

to the Aclara Category

News comes in from the field all the time. ‘Add Headline’ allows you to take NEWS FROM HUMANS and

make your own headline and publish it to a category.

‘Human-source’ news can be added to any category you wish.

Got news from the inbox or phone call?

Add it to News4U . . .

You can now push this out as a bulletin immediately, or wait until this is published as an automatic or custom newsletter.

From News4U . . .

To a bulletin to your internal clients. . .

TASK 3: CREATING NEWS DELIVERABLES


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Delivery Modes

• Manual Newsletters (Non-Automated)• Automatic Newsletters• Alerts• RSS Outputs

SETTING UP AUTOMATIC ‘ALERTS’(EMAILS WITH NEWS RESULTING FROM HEADLINES BEING AUTOMATICALLY CATEGORIZED)


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Alerts vs. Newsletters

• Alerts are different than Newsletters– Alerts are raw, unedited, and automatically sent to a list

of interested people.– Require ZERO editorial input– Subscribers can manage whether or not they want to

continue to receive them or to discontinue receiving them on their own.

– They require zero effort by the publisher:• Set up the rule• Assign email recipients• Monitor readership (Walk away)

At the bottom of each Auto-Categorization Rule, you’ll find a link that exposes the interface for creating an automatic alert

This interface allows you to choose an alert template, add comments, and send your alert

for this rule.

Every automatic categorization rule

can be made to generate an alert.

News4U automatically publishing a demo Alert on ‘Cap and Trade’

It formats and sends out to a self-managing subscriber list an email with the headlines that matched the rule for that harvest interval.

Harvesting, categorizing, alert creation – all automatic – happening multiple times per day.

Each alert and newsletter has subscription controls that allow each

person to decide what news products they want.

The alert itself is a template. Each template is customizable as an *.XSL file.

Clicking on ‘Subscribe to this Alert’, or ‘Subscribe to Other Alerts’ brings up

this interface for the end user.

Each of your internal customers can manager their own alert and newsletter

subscriptions themselves!

NEWSLETTER PRODUCTION(AUTOMATIC AND NON-AUTOMATIC)


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Newsletters• Two Newsletter Modes:

– Automatically Published – Non Automated Newsletters (Publisher selected headlines going to a

specific audience for a special purpose on a single occasion)• Automated: Summaries are PERFECT newsletters for publishing

automatically. – Require only a little editorial input (less than 20 minutes)– What press releases have our top competitors published this week?– What SEC filings were filed on our competitors/suppliers/customers this

week?– Give me a summary of what was published this week on a topic, like ‘cap

and trade’?– What’s the latest on our competitor’s recall issue?

• Non-Automated: When a human being editor needs to step in

You now have the ability to create a newsletter and schedule it to be

published automatically.

Whatever news is in the category that falls between the date you publish the newsletter, and the date the last one

was published, will appear in the newsletter

Just select the categories you want

to appear in the newsletter. A

summary of all press releases for all Tier 1

Competitors, for example

Automatic Newsletter Creation

You can select who gets the newsletter, add an opening paragraph, and a closing paragraph.

You can schedule the Newsletter to

publish anytime you

wishEach Newsletter can have its own unique

template. These formats are then

available from a pull down menu

Each Newsletter can be made available for subscription by your internal

customers, or made by invitation only

It doesn’t matter how many Newsletters or Alerts (Auto Category Notifications) you

want to maintain. Each person in your company can self-manage what they want

to sign up for.

You also don’t have to maintain email lists for each deliverable. Since people can subscribe or unsubscribe to any rule or

Newsletter you make public, there’s no lists for you to manage.

You can always create a newsletter yourself at any time. Go to the Headlines Posted area, and at the top and bottom of the page you’ll find the

‘Newsletter’ button.Check the headlines you want to see in your Newsletter.

Clicking on the ‘Hand with a Pen’ allows you to edit the

headline.

Manual Newsletter Creation

The ‘Edit Posted Headline’ interface

allows you to edit title, date published, the

summary (especially if there is no summary), and add comments.

You can also disable the hyperlink, change its color

(handy for links where you pay each time you click them.

You can also post a headline to more than one category

The interface for creating On-Demand

newsletters is the same as the one for

automatic newsletters.

Obviously, there are no controls for

‘scheduling’ an ‘On-Demand’ newsletter.

With On-Demand newsletters, you have your choice of

templates.

Notice that there is no ‘Unsubscribe’, ‘Subscribe’, or ‘Subscribe to Other’ links at

the bottom of the Manual or Custom Newsletter

TASK FOUR: TRACKING READERSHIP(AND OTHER REPORTS)


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By Clicking on the ‘Readership’ menu selection

You can select a report type, and indicate a date range

Which will tell you how many email subscribers were sent a

given deliverable, and how many opened that deliverable.

News4U allows you to SHOW readership for each deliverable.

In the administration area, there are two important functions that report on

tracking readership

Reports statistics on the automatic categorization rules, and the alerts that

were sent by them. This function reports on automatic newsletters, when

they’ve fired, how many total issues sent, etc.

Other reports are included which allow you to better understand the categories and sources you are maintaining.

These reports are available under the ADMINISTRATION menu selection.

For each categorization rule, News4U keeps track of whether the rule has been working , whether the alerts got sent, AND

whether readers opened and clicked on the alerts.

Choose the month you want to examine.

Note also that SUBSCRIBERS, UNSUBSCRIBERS are tracked.It also tracks whether a link inside an alert was clicked on.

Newsletter Statistics Reporting has the IDENTICAL interface as the reporting for ALERTS. They are separate because ALERTS

and NEWSLETTERS are very different types of deliverables.

Choose the month you want to examine.

Note also that SUBSCRIBERS, UNSUBSCRIBERS are tracked.It also tracks whether a link inside an alert was clicked on.

For More Information . . . If you have any further questions, please refer to our website, or call us at 1-425-212-4347 or email us: [email protected] http://www.strategysoftware.com

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Using News4U™ Revised: November, 2010 ©. What’s Inside... Overview of How Does News4UWork? Task...

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