Lists

The Lists pages enable you to compile various lists to collaborate with co-workers on focus areas for your marketing efforts. Lists can consist of Traffic Sources, Search Keywords, or Social Influencers. Once compiled, users can export a list or share it with other team members to assign areas of focus for your marketing efforts. Items added to a list will only appear if they are within the specified date range in the top right corner of the page. You can adjust this date range by expanding the date control and choosing a different start or end date.


To create a new list:

  • Navigate to any Lists page (If you have never created a list, start on the In Progress or Favorites list)
  • Click the Add New List button
  • Assign the list a Name and a Description
  • Navigate to the Traffic > Explore, Search > Explore, or Social Influencers page
  • Select the create list icon to add the item to your list, and select the name of the list you created


To edit the Name or Description of a list you have created:

  • Go to the list you want to edit under My Lists or Shared
  • Click the edit icon in the top right corner of the page
  • Update the name and/or description of the list
  • Click Save


To share your list with a co-worker:

  • Go to the My Lists page
  • Find your list in My Lists or Shared
  • Click the share icon in the top right corner of the page
  • Select the co-worker(s) you would like to share your list with and the permission they should be given
  • View permissions allow a user to only view and download the items in the list
  • Edit permissions allow a user to add items to a list
  • Admin permissions allow a user to delete the list and share it with others
  • Click Save


To delete a list:

  • Find your list under My Lists or Shared
  • Click the delete icon in the top right corner of the page


To download a list to your computer:

  • Go to any list under the Lists section
  • Click the download icon in the top right corner of the page
  • Choose whether to download as a PDF or CSV file