Get Started with Explore

Explore is Meltwater’s comprehensive news and social listening and analytics platform.

Whitney W. avatar
Written by Whitney W.
Updated over a week ago

This article will help you use Explore search options to monitor your brand, organization, competitors, campaigns, or industry topics. It walks you through the process of creating and managing your searches within Explore. Read below to learn more:


Accessing Explore

You can access Explore through the main navigation using the Explore Tab.


Search Options

Once in Explore, you can select the type of search you wish to run. You will have 5 options to create a search in Boolean:

  • Search Box: Create a Keyword or Company Entity Search using the search bar. This is ideal for simple, straightforward searches (i.e. search for your company name together with one or two other keywords). This is also a great place to start if you are new to Meltwater or Boolean searching.

  • Keyword Search: Enter terms or phrases into the input boxes. Our system will then create the search for you. This option is recommended for simple searches or for those new to the platform.

  • Advanced Search: Create a Boolean query using AND, OR, NOT, and other operators for more precise search results. (see our complete list of Boolean operators) This is best for advanced users familiar with Boolean syntax.

  • Combined Search: Combine two or more existing saved searches to create a new search. This is useful for managing multiple searches or for quickly combining topics with your brand's saved searches. Learn more about Combined Searches.

  • Compare Search (add-on): Compare up to ten saved searches using various charts and analytics. This is great for share-of-voice analysis and competitive benchmarking. Learn more about Compare Searches.

Once you select the type of search you want, you will be able to enter your keywords or Boolean to create your search. Let’s look at how to do this next.


Creating a Search

A Simple Company Search

  1. To create a simple Company search in Explore, use the Search Bar or Keyword Search option.

  2. Type the Company name in the Search box and a populated list of matching suggestions will appear.

    1. We call this a Company Entity search. This is an automatically generated company suggestion based on the text you typed into the Explore search bar. The entity combines the company name, associated social media accounts, stock tickers, and visual content such as logos, to find all relevant matches of the company. Read How to Use Company Entity Search for more information.

  3. Select your company name

  4. Select the magnifying glass

  5. This will show you anytime the company was mentioned in news and social sources in the last 7 days.

  6. You can adjust the time frame of the results in the date selector on the top right.

  7. When your results load, you can add additional terms to the search boxes:

    1. All of these - this will then only show results when the company AND ALL the keywords entered are mentioned in the media.

    2. At least one - this will then show results where the company and at least one of the keywords entered are mentioned in the articles/posts.

    3. None of these - This will remove any results that mention ANY of the terms entered. This is helpful if you notice a lot of irrelevant results (e.g. searching for Meltwater, we have to add "Iceberg" to this box to remove global warming results)

A Simple Keyword Search

  1. Select Keyword Search

  2. Use the three Keyword boxes to specify the words you want to include/exclude from your search (as described above).

  3. Adjust the Date Range and Search Filters (further details below) to broaden or narrow your results.

  4. Click Update Results to run the search so you can review the content returned by your keywords. If there are irrelevant results, add keywords to the None of these box to further refine the results

  5. Click Save in the top left-hand corner to save the search so you can use it again (e.g. to run it again in Explore, to create Alerts, etc.)

  6. Enter a Name for the search.

  7. Click Save to finish saving your search.

An Advanced Search

To build an advanced search you will need to understand the Boolean search format. We offer Meltwater Academy courses and resources that will help you learn this. Think of Boolean as the grammar of your search. Just like sentences have structure, so should your queries. With Boolean, you can use terms like AND, OR, NOT to make your searches smart and (very) specific. There is a Get Started with Boolean Guide but we highly recommend taking one of the courses to learn this skill:


Switching Between Saved Searches

Once you have saved searches created - Explore allows you to easily switch between your searches, without needing to go back to your library. It's especially useful when working with multiple search types, as it supports all – Keyword, Advanced, Combined, and Compare searches – ensuring a smooth workflow.

To switch between searches:

  1. From the Explore results page, click on top-left drop-down box:

  2. All of your saved searches and labels will be displayed

  3. Select one of your saved searches, and it will load results in Explore. This is available for Keyword, Advanced, Combined, or Compare searches.


Using Filters to Improve Search Results

When running a search, you might encounter an overwhelming number of results if only broad query terms are used. To avoid sifting through irrelevant results, it's essential to apply filters. Filters help to narrow down search results, allowing you to focus on the most relevant documents and articles.

Filters are available directly under the search entry box.

Let’s break down each filter below:

For further details on how to refine and save your filters, please review the How to Use Filters article.


Filter Sets

You can save commonly used filters for quick access. This could include filters for specific locations, languages, or editorial sources.

In order to apply filter sets:

  1. Select the filters you wish to apply.

  2. Then select Save under the Filter set menu.

  3. Give your new filter set a name, then click Save.

  4. The filter set will now be available in the Filter set dropdown list below the Quick Picks. Simply open the Filter set drop-down, click on the saved filter set and all its filters will automatically be selected.


Source Type

This filter allows you to restrict content to specific sources like News, Social, or Broadcast.

Review the Data Sources article to learn about the Media and Source Types available

To apply a source type filter:

  1. Select Source Type drop-down

  2. Check the box next to the option(s) you would like to include in your search.

  3. Then, click “Update Results” to the far right of the filter bar.

Source types like News and RSS let you drill down further. You can find their corresponding subfilters by following these steps:

  1. Select the arrow next to any source type

  2. Type a News source name or website into the search box

  3. Click Enter

  4. A list of sources with checkboxes matching your entry will appear

  5. Check the boxes for the sources you would like to include in your search results

  6. Click Apply

To subfilter RSS, you check the boxes next to the individual RSS feed(s) that are set up in your account. To learn more about how to set up RSS feeds - check out How Do I Add an Incoming RSS Feed?


Language

Select one or more languages to narrow your results to content in just those languages.

To apply a Language filter:

  1. Select Language drop-down

  2. Check the box next to any language to include

  3. Then, click Update Results to the far right of the filter bar.


Location

Filter by country, state/province, or city for precise location-based results. You can also select “Unknown” to return results without specific location information, like blogs and forums.

To apply a Location filter:

  1. Select Location drop-down

  2. Check the boxes next to the specific country or set of countries you want to filter.

  3. Click Update Results to the far right of the filter bar.

  4. The icon to the right of the country item will open a list of provinces and states in that country. You may also drill a level deeper into the cities that are located in the selected state/province, again by clicking on the icon to the right.

  5. If you wish to retrieve content without location information, such as blogs and forums, select the “Unknown” location item, which appears in the list of countries.

Note: Location data is now available for Instagram content in Explore results. Location data is AI-based, using post-level data, such as hashtags, language, user bio, etc., to infer the country/location of the person/handle. Not all Instagram content will include location data. This is due to privacy settings and other limitations on Instagram.


Keyword

When you add a keyword or phrase to this filter, it gets included in your search. This is especially useful after loading a saved search. You can add more keywords to see how they affect the results without altering your original search. Feel free to repeat this process to include several keywords or phrases.

To apply a Keyword filter:

  1. Select Keyword drop-down

  2. Enter the keyword

  3. Click Enter on your keyboard

  4. Click Update Results to the far right of the filter bar.


Sentiment

Segment your results by Positive, Negative, Neutral, or Not Rated sentiments.

To apply a Sentiment filter:

  1. Select Sentiment drop-down

  2. Check one or more sentiment values you want to use to filter results.

  3. Then, click Update Results to the far right of the filter bar.

To learn more about How Sentiment is Assigned.


Author

Filter by specific Twitter handles or Reddit users to monitor content from certain influencers.

In order to use the Author filter for the first time you will need to create an author list following the steps outlined in the How to Use Author Lists.

Now that you have an author list(s) to apply an Author Filter:

  1. Select Author drop-down

  2. Check the Author list(s) you would like to use to filter results

  3. Then, click Update Results to the far right of the filter bar.

To learn more about the process of creating and applying Author lists, check out How to Use Author List in Explore.


Custom Categories

Custom Categories allow you to save searches that you frequently use to sub-filter other searches, saving you time and effort. You can use custom categories to exclude sources or terms that are irrelevant to your results or save a set of competitors you research, etc.

You will first need to set up and save a Custom Category filter to make it available for all searches. In order to set up a Custom Category filter - follow the steps outlined in the Custom Categories Article.

Now that you have at least one Custom Category created - in order to apply the filter:

  1. Select Custom Categories drop-down

  2. Check one or more categories you would like to use to filter results

  3. Then, click Update Results to the far right of the filter bar

Note:

  • You must first save a Custom Category filter to make it available

  • Custom Categories can include any boolean operators

  • When applying multiple Custom Categories, they are joined as OR statements - in other words, you will get results that match ANY ONE of the custom categories you selected


Context

There are filters automatically applied to results in Explore called Context Filters. Context Filters work in the background to ensure you only see data relevant to what you're researching. The system sets up these filters, so you can't create or change them yourself. They help keep your data analysis accurate and focused on what's important. You are able to click on the results to further delve into the data.


Formatting the Explore Results Page

You are able to tailor the layout of your Explore page in 3 different ways:

  • Content and analytics

  • Content ONLY

  • Analytics ONLY

To change the layout of the page:

  1. Select the View Icon (see screenshot below)

  2. Select one of the options


Exploring Further Insights in the Tab Section

Below the Filters set section you will notice a section containing a number of tabs. These tabs provide you with further insights into the media coverage for your search.

Let's break down each tab below:

Overview

This tab presents a general overview of your search results through a number of charts and tables. For a detailed explanation of each widget in the Overview tab, refer to the Get to Know Explore Widgets article.

Analytics

Dive deeper into your social media data with the Analytics tab. It helps visualize your data for better understanding. The focus of the Analytics tab is to show the volume of results broken down in a number of ways (e.g. by source such as top forums, by most shared links, etc.) For a specific description of each widget in this tab, refer to the Get to Know Explore Widgets article.

Topic Analysis

Go beyond just the volume and location of results with the Topic Analysis tab. This tab will provide deeper context about the themes and drivers behind the conversations. More information about this tab's widgets can be found in the Get to Know Explore Widgets article.

Twitter Insights

Get a focused view of your Twitter data using the Twitter Insights tab. This tab breaks down your Twitter results for a more detailed analysis. For further details, refer to the Get to Know Explore Widgets article.

Authors

Discover the 'who' behind the conversations. This tab not only lists the top influencers but also reveals demographics, top professions, and interests of those discussing relevant topics and companies. For an in-depth look at the Authors tab, refer to the Get to Know Explore Widgets article.

Media Contacts

The Media Contacts tab in Explore helps you access profiles of journalists writing articles matching your query results! Easily identify, vet, organize and save lists of journalists that are most engaged about your topics. For an in-depth look at the Media Contacts tab, refer to the How to use the Media Contacts tab in Explore article.

Note: Only Meltwater Media Relations customers will see the Media Contacts tab in Explore.


Sharing

Now that your Explore search has returned the results you are looking for, there are a few ways to share this content with others.

Once you have selected one or more articles or posts, they can be shared via:

  • Email

  • Exporting the content to a CSV file (to open in Excel or Sheets) or to a PDF file. For further details on how to export content to CSV, please review How to Export Content.

  • Shareable Dashboards

Create a Shareable Dashboard by clicking on the 'Share' icon. For further details about creating Shareable dashboards, please review the How to Share a Dashboard article.


Saving Searches

Once you’ve created a new search, you can save it following these steps:

  1. Select the Save button above the query entry box.

  2. You will be prompted to enter a name for the search

Your search is now saved and listed under "All Searches":


Vetting Contacts & Twitter Authors

Easily vet and gather info on journalists while in Explore. The same journalist mini-profiles featured in Media Relations and Monitor are now available in Explore for all users.

To view the mini-profile, simply click on a journalist's name in the content stream. A condensed profile will slide onto the right-hand side of the screen for the contact. You will not be taken away from your current screen.

In the mini-profile, you will see the following details:

  • Name and location

  • Sources

  • Beats

  • Lists

  • Recent Articles

  • Social Media

  • Contact Information

Journalist profiles can be accessed via the Overview, Analytics, Topic Analysis, and Media Contacts tabs in Explore.

There is also a link to view the full profile for this contact, which will open in a new tab.

Note: that you must have access to Media Relations in Meltwater in order to view the full journalist profile.


💡 Tip

Need more help? Feel free to reach out to us via Live Chat or check out our Customer Community.

Find answers and get help from Meltwater Support and Community Experts.


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