List Configuration – Help Desk

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The List header will include some important identifying details about the List, such as the Group and List name, and who created it and when.

You will see an indicator for the Network, the Target Audience Demographic, and the number of accounts on the List and their associated Reach (sum of followers.)

There are 2 tabs within the internal List:

Account Management: This is where you can add, view, and edit Accounts that are on the List
Configuration: This is where you can customize the visualizations and metrics included on the List

Archive List

Use the archive icon in the upper right hand corner to archive the List.

Share List

Use the share icon in the upper right hand corner to get the public link to share the List.

Edit List

Click on the pencil icon in the upper right hand corner to edit the List.

Download List CSV

Click on the download icon in the upper right hand corner to download a CSV of the List data.

Configuration

Click into the Configuration tab to adjust the metrics and visualizations displayed across the List!

The Configuration tab has two major components:

Visualizations

On the left hand side of the page, the Visualizations menu is where you will select and configure the metrics and visualizations you want to include on the List.

The Visualizations menu is separated into sections for Highlights, Account Insights, Audience, Content, and Appendix.

Click on a section to expand and see the options within. Click on the section header again to close the section.

Preview

On the right hand side of the page, the Preview will automatically adjust based on your selections in Visualizations to give you an idea of what your final List will look like!

You can navigate through the different parts of a List in the Preview section by clicking on the Highlights or Accounts tabs.

Once in the Accounts tab, you’ll see additional tabs for Account Insights, Audience, Content and Appendix.

	NEW Highlights The NEW Highlights section of a List will allow you to *highlight* individual metrics and data points that are the MOST relevant for this Client/List. The Highlights section will be the first thing a client sees when reviewing a List. Click on the Highlights section header to expand the Highlights section of Visualizations. You will notice that we’ve included some Highlights by default - you can remove these by clicking on the little X icon in the pill. To add Highlights, click on the Select Metrics dropdown.
	Public List Account Details Public List Account Details can be added as Highlights! Public List Account Details can be manually input Account Management. Enabled Public List Account Details data will be displayed in the Highlights, as shown in the Highlights Preview on the right hand side:
	Scores & Engagement Rate You can now add one, many, or ALL available Scores/Engagement Rates to the Highlights on Lists. Engagement Score: Our proprietary Engagement Score, based on Engagement Rate and Posting Frequency scored relative to accounts on the same network; Engagement Rate (90 days): Our standard 90 day engagement rate, calculated as engagements/followers; Age/Gender In-Demo: Audience percent for the audience input in Demographic Targeting at Create/Edit List; Demographic Score: Our proprietary Demographic Score; Selecting this Highlight will open an additional section of the form where you can input the Demographic criteria. Audience Authenticity Score: Our proprietary Audience Authenticity Score; calculated based on the percentage of estimated fake followers;
	Account Insights You can include a handful of Account Insights Visualizations in the Highlights. Engagement by Post Type Organic vs Sponsored Engagement by Post Type Reel vs Non-Reel Brand Mentions & Brands Worked With Personality Traits
. . .
Audience Metrics Select Audience Metrics to add up to 5 individual Audience data points to the Highlights. A new Metric dropdown will appear. From here, you can select the type of Audience data point you would like to include. Once you select an Audience metric category, an additional input will appear where you can search for and select the relevant data point. Click ADD METRIC to add the metric. Click the X on the pill to remove the metric. Audience data points will be added to Highlights, as shown in the Highlights Preview on the right hand side.
	Content You can add Content to the Highlights tab. Top Posts: Top Posts will automatically populate with the 9 most engaged posts from the last year. Top Posts can also be curated in the Account Details. Relevant Posts: Relevant Posts is based on the Keywords and Image tags added in the Content section. Check out the CONTENT section to learn more about Top & Relevant Posts. You can click on the Highlights section header to collapse the section when ready to move on.
	Account Insights Click on the Account Insights section header to expand the Account Insights section of Visualizations. This is where you can enable, disable, or re-order the visualizations shown on the Account Insights tab on the List. Simply toggle Visualizations on or off using the blue toggle on the left hand side. Drag & Drop the Visualizations to change the order they are displayed on the tab. Click into the Accounts tab of the Preview on the right hand side to view a preview of what your configuration will look like on the List.
	Audience Click on the Audience section header to expand the Audience section of Visualizations. This is where you can enable, disable, or re-order the visualizations shown on the Audience tab on the List. Simply toggle Visualizations on or off using the blue toggle on the left hand side. Drag & Drop the Visualizations to change the order they are displayed on the tab. *NOTE:* Audience Visualizations that belong to groups, such as Location which contains Cities, States, and Countries Visualizations, cannot be separated. You can reorder the Visualizations within a Group, or move the entire Group, but you cannot move a Visualization OUT of the Group. Click into the Accounts tab of the Preview, and into the Audience tab, on the right hand side to view a preview of what your configuration will look like on the List.
	Content Click on the Content section header to expand the Content section of Visualizations. This is where you can enable, disable, or re-order the visualizations shown on the Content tab on the List, as well as set your Keywords and Image Tags. Simply toggle Visualizations on or off using the blue toggle on the left hand side. Input Keywords and Image tags to include matching posts in Relevant Posts. Use the Post Impressions toggle to enable or disable post impressions on your List. All content can be curated in the Account Details Content tab.
	NEW Appendix The NEW Appendix section of a List will allow you to include less important Account Insights, Audience, and Content Visualizations in an Appendix tab, nested further into the List. Click on the Appendix section header to expand the Appendix section of Visualizations. A new Visualization dropdown will appear. From here, you can select which visualizations from the Account Insights, Audience, and Content tabs you’d like to include in the Appendix. Selected Visualizations will be displayed in the Appendix, as shown in the Accounts Appendix tab Preview on the right hand side.
	Click SAVE to save your selected Visualizations to the List.