Table Of Contents

Account Setup

The Account Setup displays all the Personal Settings and Client Utilities that you have in your Account.

Login Settings

The Login Settings area displays your Username and contains an area to change your password. Please note that your Username cannot be changed without the assistance of a Customer Care Representative. If you would like to have your Username changed, please use the Contact Customer Care form to start the dialog.

Changing Your Password

You can however change your password. To change your password simply type and retype your new password in the appropriate boxes. Then click, "Update Personalization".

Changing Your Email Address

If you need to update the email address for your account, simply type the new email address in the Email Address box under Email Settings. This is the address to which your Daily Email Reports are sent.

Setting the Time of Your Daily Email Report

If you need to update the timing of when you receive your Daily Email Report, click on the drop-down menu next to "First Email" and select the time you would like to receive your first Daily Email. To receive two Daily Reports, click on the drop-down menu next to "Update Email" and select the time of day you would like to receive the second email. The second Email Report will send you the new results that were pulled into your account after the first Daily Email Report. Please be sure to click on "Update Personalization" to save these changes. Note: Please remember that all of the times reflect times in the Eastern United States time zone.

Changing Your Email Format

To change your daily email format start by clicking on the "Account Changes" link at the left of the page under "Useful Links". Under Personal Settings click on the drop-down menu next to "Daily Email Format" and select the appropriate option. Refer to the table below for help with choosing the right format for you. TEXT - Choose this option if your mail server blocks the images on incoming messages. Receiving your Daily Report in plain text format may also reduce the possibility of the email getting caught in your spam filter. HTML - Choose this option if you would like to receive a graphic overview of the Results that have been added to your database. The HTML email will include a chart displaying the number of new Results for each keyword. It will not include the Results themselves (you will need to login to your account to access them.) Detailed - This option delivers the most detail to your inbox each day with both the chart displaying the number of new Results for each keyword as well as the Results found up to the time the email was sent.

Changing the Number of Results per Page

By default, your account will display 25 results on each report page. If you would like to adjust this number, start by clicking on the "Account Changes" link at the left of the page under "Useful Links". Under Personal Settings, enter any number you choose in the text box next to, "Clips to Show per Page." Please be sure to click on "Update Personalization" to save these changes. Please note that 100 clips per page is the maximum allowed.

Address Book

There is an Address Book associated with your account that allows you to save the name and email addresses of individuals so that you can easily send them email Reports, Charts and Newsletters.

Contact Customer Care

If you have a question about your account or how to perform a specific task, you can select the “Contact Customer Care” hyperlink and an email form will be displayed where you can submit a question to our Customer Care Team.

Recycle Bin

As you work with your Results, there may be reason to delete items from your account. They are never completed deleted from the account, but simply removed to the Recycle Bin so that you can have them restored if they were deleted in error.

Email Alert Scheduler

The Email Alerts Scheduler displays all the Email Alerts that you have Scheduled in your Account. Each Scheduled Email Alert includes a Name, Frequency and Next Scheduled Email Date & Time. There is also a column that shows the “Type” of the item that is being Emailed (Chart, Report, Map or Newsletter). You can also Edit the Scheduled Email Alert information or Delete the Email Alert from your Account.

Keyword Manager

The Keyword Manager displays all the Keywords that you have in your account. A "keyword" can be made up of a single word or phrase, or may consist of complex search criteria, based on your need. We have two different types of keywords, Standard Keywords and Feed Keywords. Standard keywords are searching CustomScoop’s core database of sources while Feed keywords pull more social media from sites like Facebook, Twitter, YouTube, and Google Blog Search.

Ratings Manager

The Ratings Manager displays all the Ratings that you can apply to the Results in your Account. The default Ratings are Positive, Negative and Neutral, but you can change those Ratings to be whatever ratings you would like. You can also add additional Rating options and change the order that they will appear in the drop down list when you are working with your Results. In addition, you can change the color of the Rating by clicking on the Color Square and selecting the appropriate color or by typing in the “Hex Code” for the color you would like to have associated with the Rating. To modify the name of a Rating, simply click on the "Pencil" icon next to the Rating you wish to change and then edit the name in the text box and hit the “Update” button.

Remove User Name & Password

We provide you with the ability to have your username and password removed from your computer for security purposes. If you choose to apply this function, in the future, you will have to enter your login information to access your results.

Folder / Tag Manager

The Folder / Tag Manager displays all the Folders / Tags that you can apply to the Results in your Account. Folders and Tags are essentially the same thing. To create a Folder / Tag, simply click on the "Tag" link under the abstract and type in the name of the Tag. Once you are done, click on the "Add Tags" button. When you "tag" a Result, the system automatically creates a folder by that name and places the Result into it. You are able to create as many tags as you need, and a Result can hold up to 50 different tags at any given time.

Request a Source/Blog

You are always welcome to send us the names and URL's of websites you wish to add to our monitoring service. To ensure the quickest response, please click on "Account Changes" and then "Request a Source/Blog" under "Client Utilities." Please fill out the form, and we will get back to you as soon as we can. Please know that you can fill out the form more than once if you have numerous sources to add.

Manage Logos

When you are emailing Results individually or through the Newsletter feature, you have the ability to customize your email or Newsletter by adding your own logo or one of your client’s logos. Simply click on this link and upload the image of the logo file from your computer and it will be available to be used in your result emails or your Newsletter.