Custom Categories are a way to easily filter your Explore searches even further.
Categories are saved boolean queries that can be applied as filters to narrow your results for analysis and comparison. Custom Categories can be used wherever filters are available, such as Keyword or Advanced Searches and Combined Searches. They are best set up as reusable categories that can be used with more general saved searches or for ad hoc search analysis.
This article will cover:
Creating a Custom Category
Click Explore in the left-hand navigation bar
Select Custom Categories Tab
Select the + Button
Type a name for your Category (such as “Diet Coke”)
Give your Category a Label by finding or creating a label (such as “Products”)
Enter your search term(s).
You can use the The Complete Boolean Library to help you identify the terms to use, or
Use the AI Search Assistant to build these categories for specific use cases.
Click on the AI Search Assistant Button
Enter a prompt like ”I want to create a custom category for “Fill in the blank Use Case” (i.e. negative product review, post-purchase feedback, customer questions, etc.)
The Search Assistant will provide a search string and select the Insert Button.
If you would like your custom category to exclude unwanted results (i.e. a press release filter), be sure to turn on Exclude matching results
If you would like your custom category to exclude unwanted results (i.e. a press release filter), be sure to toggle on Exclude matching results
Click Save
Your new category will now appear in the Custom Categories drop-down menu.
Including a Custom Category in Your Search
To add a Custom Category to your search, follow these steps:
Click Explore in the left-hand navigation bar
Open a search
Select the Custom Categories dropdown.
Select the checkbox to the left of the Custom Category you want to add
Click Search
Custom Categories can be used for deeper content analysis. For example, as a large conglomerate, Coca-Cola could use custom categories to compare their different product lines, such as Diet Coke versus Coke Zero. They may also want to use Custom Categories to segment their content based on different emotional responses, such as anger or excitement.
Note: All saved custom categories can be found under the Custom categories tab on the Explore homescreen as shown below. This quick access allows you to quickly edit category type from inclusion & exclusion and bulk options for deleting and labeling.
Custom Category Examples
Experience
Purchase Intent:
("I want a" OR "we want a" OR "want to have a" OR "want to buy a" OR "I wish i had a" OR "I wish could have a" OR "I need a" OR "we need a" OR "I want an" OR "we want an" OR "want to have an" OR "want to buy an" OR "I wish i had an" OR "I wish could have an" OR "I need an" OR "we need an" OR "planning to buy" OR "saving up for" OR "buying this weekend" OR "going to get" OR "going to buy" OR "need to purchase" OR "need to buy" OR "looking to purchase" OR "looking to buy" OR "shopping for" OR buying OR "want to buy" OR "want to purchase" OR "going to purchase" OR "going to get" OR "shopping for" OR "going to mall" OR "going to store" OR "spending money" OR "plan on getting" OR "gonna get" OR "gonna buy" OR "want one" OR "want to buy" OR "want to get" OR "want to order" OR "need one" OR "need to get" OR "need to have")
Post-Purchase Intent:
("just purchased" OR "finished buying" OR "recently purchased" OR "just bought" OR "I bought" OR "I purchased" OR "I finished buying" OR "we bought" OR "we purchased" OR "we finished buying" OR "he bought" OR "he purchased" OR "he finished buying" OR "she bought" OR "she purchased" OR "she finished buying" OR "I always buy" OR "I always choose" OR "I always get" OR "I always go with" OR "love buying" OR "love getting" OR "never buy again" OR "never buying again" OR "never getting again" OR "never paying for" OR "not worth paying for" OR "will buy again" OR "worth buying" OR "worth getting" OR "worth paying for" OR "i have" OR "we have" OR "i use" OR "we use" OR "i used" OR "we used" OR "i'm using" OR "we're using")
Customer Service:
("Customer Service" OR customerservice OR "cst service" OR cstservice OR "Sales Representative" OR "Customer Service Experience" OR "Service Experience" OR "customer experience" OR customerexperience OR "consumer experience" OR consumerexperience OR "customer experiences" OR "consumer experiences" OR "customer care" OR customercare)
Perception:
("i think the" OR "i feel the" OR "i hate the" OR "i wish the" OR "i love the" OR "you think the" OR "you feel the" OR "you hate the" OR "you wish the" OR "you love the" OR "he think the" OR "he feel the" OR "he hate the" OR "he wish the" OR "he love the" OR "she think the" OR "she feel the" OR "she hate the" OR "she wish the" OR "she love the" OR "we think the" OR "we feel the" OR "we hate the" OR "we wish the" OR "we love the" OR "they think the" OR "they feel the" OR "they hate the" OR "they wish the" OR "they love the" OR "I believe the" OR "you believe" OR "he believes" OR "my belief" OR "she believes" OR "we believe" OR "they believe" OR "my opinion" OR "in our opinion" OR "their opinion" OR "our opinion" OR "her opinion" OR "his opinion" OR "I find that" or "you find that" or "he finds that" or "she finds that" or "one finds that" or "we find that" or "you find that" or " they find that")
Questions:
("Who do I" OR "what do I" OR "where do I" OR "when do I" OR "why do I" OR "how do I" OR "Who do you" OR "what do you" OR "where do you" OR "when do you" OR "why do you" OR "how do you" OR "Who can I" OR "what can I" OR "where can I" OR "when can I" OR "why can I" OR "how can I" OR "Who can you" OR "what can you" OR "where can you" OR "when can you" OR "why can you" OR "how can you" OR "Who does" OR "what does" OR "where does" OR "when does" OR "why does" OR "how does" OR "Who do u" OR "what do u" OR "where do u" OR "when do u" OR "why do u" OR "how do u" OR "Who can u" OR "what can u" OR "where can u" OR "when can u" OR "why can u" OR "how can u" OR "Who dont I" OR "what dont I" OR "where dont I" OR "when dont I" OR "why dont I" OR "how dont I" OR "Who dont you" OR "what dont you" OR "where dont you" OR "when dont you" OR "why dont you" OR "how dont you" OR "Who cant I" OR "what cant I" OR "where cant I" OR "when cant I" OR "why cant I" OR "how cant I" OR "Who cant you" OR "what cant you" OR "where cant you" OR "when cant you" OR "why cant you" OR "how cant you" OR "Who doesnt" OR "what doesnt" OR "where doesnt" OR "when doesnt" OR "why doesnt" OR "how doesnt" OR "Who dont u" OR "what dont u" OR "where dont u" OR "when dont u" OR "why dont u" OR "how dont u" OR "Who cant u" OR "what cant u" OR "where cant u" OR "when cant u" OR "why cant u" OR "how cant u" OR "Who do we" OR "what do we" OR "where do we" OR "when do we" OR "why do we" OR "how do we" OR "Who can we" OR "what can we" OR "where can we" OR "when can we" OR "why can we" OR "how can we" OR "Who dont we" OR "what dont we" OR "where dont we" OR "when dont we" OR "why dont we" OR "how dont we" OR "Who cant we" OR "what cant we" OR "where cant we" OR "when cant we" OR "why cant we" OR "how cant we" OR "I'm looking for" OR "we're looking for")
FAQs
Is there a limit to the number of custom categories I can create?
No, there is no limit.
Are custom categories added on at an additional cost?
No, custom categories are a part of your subscription.
💡 Tip
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