What is a Workbook?
A workbook is where you see the messaging that you want to analyze. It could look at one region, retailer, or channel or contain messaging across your competitor set - you can curate exactly what’s in your workbook by using the filter panel. You can have as many workbooks set up as you’d like.
Creating a Workbook
To start a new workbook, click the New Workbook button on the Messaging homepage at the center of the page.
You’ll be taken to a new workbook.
Here, you can add filters to populate your workbook with the messaging that you want to analyze. The filter panel is on the left-hand side of the page.
Read Messaging: How do I add Filters to a Workbook? to learn how the filters work.
Saving a Workbook
Once you have applied your filters, select Save in the top right-hand corner to save your workbook and return to it later.
You'll be asked to name your workbook and save it to an existing folder.