Messaging: How Do I Create & Save A Workbook?

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.