The beauty of SoDash lies in its ability to pull in a large pool of data and then filter it so that you are viewing the most important information when you need it. SoDash's querybuilder is a powerful tool that can be used to build up very precise and customised searches.
Before you can start searching, make sure you have an authorised profile in your workspace for each service. Your profile provides the gateway for SoDash to search, so if you do not have a profile for a service, SoDash cannot access the platform.
The best way to manage your data is to pull a large amount of data into your workspace, and then start filtering it so that you have what you need.
As soon as you have an authorised profile in your workspace, SoDash is pulling in all messages to that profile - you'll find these in My Workflow. Every single message to you will come to your workspace. But you also want to know when people are talking about you, but not to you. To address this you can create a very broad basic search stream for your company name. You may also want to set up streams to search for messages with words that you are interested in, but in which your company name aren't mentioned.
Once you are confident that SoDash is pulling in a wide amount of data that you are interested in, you can start filtering it into smaller streams such as certain hashtags, or any of the filters below.
- 1 Stream Types
- 2 Creating A Basic Search
- 3 Creating A Complex Search
- 4 Filters
- 5 Negative Searches
- 6 Limitations
- 7 Saving Searches/Creating Streams
- 8 Renaming Streams
- 9 An Example
- 10 Video Walkthrough
There are two types of stream that you can create in SoDash, as shown in the graphic on the right.
External streams request data directly from a service such as Twitter. Use a few broad external streams to bring in data to your workspace before you start filtering it down with internal streams. When creating an external stream, select a source.
Internal streams filter data that has already been pulled into your workspace by external streams. Use internal streams to break down your data in useful ways - such as messages with a certain hashtag and negative sentiment, or all messages with a certain keyword in a given date period. There are nearly endless ways to manipulate your data with internal streams to get past the noise and find what you care about.
Creating A Basic Search
- Click on Stream and then All in the left navigation menu on your workspace.
- Type in the keywords that you want to search for in the Search box
- There are further options to refine your search, which you can access by clicking on their symbols. See Filters for more information
- Click on Search. You can refine your search by changing any part of it and clicking on Search again.
- If you want to save this search as a Stream, which will continue to pull in data from this search, click on Create.
Creating A Complex Search
You are not limited to single word searches. You can build up very complex search terms in order to pinpoint the data that is most important to you.
The table below shows you the operators you can use in your building and which services support them (any restrictions are imposed by the service rather than SoDash).
|OR||me OR you||X||X||X||X||X|
|AND||me AND you||X||X||X||X||X|
Be wary of using too many parts in your search query. If the search is very complicated it will be slower to complete and may not return any data. If you expect to pull in a lot of data try to keep the search to a few key words.
The search shown below, for example, only returned one result at the time of writing:
In addition to using key words and operators, SoDash has many filters you can apply to your search so that you can drill down as far as you want to extract the messages that matter to you.
By default, SoDash's querybuilder will search through the data that is already on your workspace (no fresh message)). In order to create an external stream, such as for Twitter, click 'Source', then click (or type) in the grey area to open the drop-down menu. Once you've made your first selection, another dropdown menu will appear to allow you to select more than one source - or you can simply close it if you want only one source.
If you are creating an internal stream do not select a source.
A search can be filtered by specific tags. So if we select 'chat', only messages that have been tagged as ‘chat’, either manually or by the AI, will show up when running the search. You can select more than one tag to apply to the search.
You can filter according to the team member to whom the message has been assigned. This means that if you only want to view messages that have been flagged for your attention, you can select your name.
Messages can be filtered according to who they are ‘to’ and ‘from’. The options for this filter will be all authorised profiles and any profiles that you are tracking.
You can decide which messages you want to see based on the influence or follower count of people sending them. For example, you might only be interested in seeing messages from people with 1,000+ followers or who have 95% influence.
You can select which date range you would like the messages to fall within by selecting a date and time in the ‘from’ and ‘to’ filters.
You can filter results by what device they were posted from. You can select from mobile devices and a number of desktop options.
If SoDash can decide on the gender of a profile, it can filter results by female or male.
The search can also be filtered to display images, re-tweets (RTs) and Direct Messages (DMs), or to ignore any expletives.
Filtering for images will include posts that have text+image, e.g. tweets-with-an-image.
As well as specifying what your search should include, you can also specify what it must not include. To add a negative tag, just type a minus character (-) or select NOT before adding the filter. Negative tags appear with different highlighting in the Querybuilder so you can easily distinguish them.
Some platforms are quirky in how they let you search on them.
Searching On Instagram
A search on Instagram is based on the 'tags' that Instagram users apply to their posts. Because searches on Instagram can only cover one tag at a time, a search from SoDash using multiple words will not always return the expected result from Instagram. We recommend setting up your Instagram searches separately to searches on other datasources.
Searching On Facebook
Saving Searches/Creating Streams
It is worth scanning through a handful of messages to get an idea of the volume and the type of messages that SoDash has found for your new search.
If you decide that this is a valuable search term for you, and you want to continue monitoring this data in your workspace, create a for it by simply clicking 'Create'.
All of the messages relevant to your stream will be stored from the moment you set up the search. SoDash will keep working even when you're not logged in.
Once you've created an on-going search stream, you probably want to name it something obvious, and you can rename the stream at any time.
- Navigate to your new stream in the Stream menu
- Click on the cog in the title bar. A box will appear, labelled Edit the name of this stream.
- Type your stream name in and click on update.
Here is a full step-by-step example of how you might set up your streams.
My company is called Winterwell, and we have two twitter profiles, a Facebook Page and a YouTube account. All messages sent directly to @winterwell or @sodash, written on my Facebook wall, or commented on my YouTube videos will be pulled into SoDash, so I don't need to search for those.
After that I set up a Stream that pulls in data about my industry so that, once it is in SoDash, the AI and I can start categorising and filtering out the messages that are most important. You should find you only need to set up two or three of these broad external streams.
You can have as many of these internal streams as you like, in order to get the granularity you need for reporting and tagging. You may wish to use these internal searches to set up rule-based tagging; filter out complaints; manage tickets about different branches of your company; or any other categorisation you can think of. Speak to your Account Manager for further help setting up your workspace exactly how you need it.