Documentation > Campaigns > Toolkit

Notes

The Notes feature allows you to enter descriptions and details about steps you've taken on a specific date or date range to improve SEO, events that might affect SEO or anything you'd like to help jog your memory or highlight your efforts for your team members or clients to see. It's simple to use, with only a few clicks and your reports and graphs can be enhanced with data you've entered.

What's the difference between note types?

Single Date displays text for a single date on a graph hover or in reports that support this feature
Date Range displays text across a date range on a graph or in reports that support this feature
Fixed can be used to display a message for a single campaign, specific multiple campaigns, or account-wide continuously. This note type is not limited to a specific date(s), it can be set to display in white label marketing dashboards, client dashboards, and PDF reports, and then the content can be changed as needed, in the Campaigns > Toolkit > Notes screen. This can be useful if you want to create an account-wide message that changes periodically (e.g., updating clients about events, articles, etc.) or you want to provide a specific client (or group of clients) with a different message each month
Public notes display in the user interface reports and graphs, as well as in white label dashboards and PDF reports
Private notes display for internal use only inside the user interface reports and graphs

Notes can be entered one at a time or bulk imported.

Table of Contents

Add a Note

	Add a Note Click the Campaigns > Toolkit tab and select Notes Click the +Add button in the upper right section of the Notes screen.
	Select Type & Color Select Type: Single Date, Date Range, or Fixed Single Date displays text for a single date on a graph hover or in reports that support this feature Date Range displays text across a date range on a graph or in reports that support this feature Fixed can be used to display a message for a single campaign, specific multiple campaigns, or account-wide continuously. This note type is not limited to a specific date(s), it can be set to display in white label marketing dashboards, client dashboards, and PDF reports, and then the content can be changed as needed, in the Campaigns > Toolkit > Notes screen. Click on the Color to select the color that you want to be displayed with the note
	Dates When choosing the Single Date or Date Range option, you need to click the Choose Date button and select the date(s)
	Select Campaign(s) & Keyword Select a specific Campaign, Multiple Campaigns, or All Campaigns to apply the note to If the Note applies to a specific keyword, then check the Keyword box and select the keyword from the list
	Privacy Setting Public is the default setting. Notes with this setting will display both inside the reporting platform and in white label dashboards and PDF reports Private should be selected if you want team members to be able to view the note only inside the reporting platform
	Description Enter text in the note Description field If you want to include a Link for the reader to click (in Dashboards), enter the text in this format: <a href="http://www.example.com">Link Name</a> Click the Save button.

Bulk Import Notes

Prepare the Notes import file

Download the Notes sample file and enter in the:

start_date field: in YYYY-MM-DD format, the date you want the note displayed in reports and graphs.
end_date field (optional): this is only for multiple day notes (i.e., date range) and must be entered in YYYY-MM-DD format
campaign field: this must be exactly as it is entered in the General Settings Campaign Name field. To display the note for:

more than one campaign, enter them in the same field with only a comma between them (no spaces), like this: Amazon,Apple,Samsung
all campaigns in the account, enter all_campaigns

keyword field (optional): this is to apply a note to a specific keyword in the campaign
color field: the default color is a bright green, color number #71ca30. You may enter any Hex color number in this field (refer to the HTML Color Picker for assistance with color numbers)
description field: the note contents. If you want to include a Link for the reader to click (in Dashboards), enter the text in this format:
<a href="http://www.example.com">Link Name</a>

Save the file.

Bulk Upload Notes

Click the Choose File button, locate the file on your computer and click the Upload button.

Edit a Note

Open the Campaigns > Toolkit > Notes screen

Click the Edit (pencil) button corresponding to the Note.
This screen can be filtered by campaign, note type, and account user.

View Single Date & Date Range Notes in Reports & Graphs

View Notes in Report

In the Report Options > Notes, slide the selector to the right to show the type of Notes you want to be displayed in the report or graph (it will display as blue), and click the report options Apply Changes button at the bottom of the sidebar.

In the report, hover over the colored bar to view the Note content.

View Notes in Graph

Enable the display of Notes in the graph options (sidebar), and hover over the colored bar area of the graph to see the Note description.

Review or Edit a Note in a Report or Graph

Click colored bar in a report or colored area in a graph to open the Note, edit and save.

Export Notes

Backup Your Notes

You can make a backup copy of your Notes using the Export option below the table. This exports all notes that apply to the Campaign and Type filter selected at the top of the screen. Click the Export button and save the CSV file to your computer.

Example of Notes Export

Delete Notes

Remove Notes from your account

Notes can be deleted from your account by checking the individual items and clicking the Delete button.

Deleted Notes Can NOT be Recovered

Because deleting notes causes all data to be lost, we highly recommend that you export and save notes before deletion.

Display Notes Report in Marketing Dashboards

There are 3 types of Notes that can be displayed in Marketing Dashboards, Single Date and Date Range display text in a marketing dashboard based on the report date setting. Fixed notes can be used to display a message for a single campaign, specific multiple campaigns or account-wide continuously and the content can be changed as needed (in the Campaigns > Toolkit > Notes screen).

Fixed Note displayed in Marketing Dashboard

Single Date and Date Range Notes in Marketing Dashboard

Add Note to Marketing Dashboard
After creating a Note (in the Campaigns > Toolkit > Notes screen), click the Add Report button on the marketing dashboard page that you want notes to display on and scroll down to Other Integrations > Tools and select Notes Report

Display Settings
Select the options that you want displayed:

Custom Report Title (optional): enter text that you want displayed at the top of the Notes list
Show Colors: if selected, then a color border will display to the left of the note
Show Dates: if dates are associated with the note and you want that displayed, then enable this option
Show Users: if you want the name of the person who created the note to be displayed, then enable this option

Filters
Select the Type of Note(s) you want displayed in the dashboard

Single Date displays text for a single date on a graph hover or in reports that support this feature
Date Range displays text across a date range on a graph or in reports that support this feature
Fixed can be used to display a message for a single campaign, specific multiple campaigns or account-wide continuously. This note type is not limited to specific date(s), it can be set to display in white label marketing dashboards, client dashboards and PDF reports, and then the content can be changed as needed, in the Campaigns > Toolkit > Notes screen.

Campaigns
Select the Campaign(s) for which Notes were created that you want displayed in this dashboard (e.g., if this is a corporate dashboard that summarizes 10 branches of the company, you might select all of the campaigns that are associated with it).

Users
Select the Users who created Notes that you want displayed in this dashboard

Click the Save button and drag the Notes element to the position you want it displayed in the dashboard.

Display Notes Report in Client Dashboards

There are 3 types of Notes that can be displayed in Client Dashboards: Single Date and Date Range display text in a PDF based on the report date setting. Fixed notes can be used to display a message for a single campaign, specific multiple campaigns or account-wide continuously and the content can be changed as needed (in the Campaigns > Toolkit > Notes screen).

Notes displayed in a Client Dashboard

Add Note to Client Dashboard
After creating a Note (in the Campaigns > Toolkit > Notes screen), access Reports & Tools > Custom Suite > and select Notes Report in the main left menu.
Expand Report Options and configure the Notes settings.

For on-screen viewing, you may select a date range (this setting does not apply to the Client Dashboard, which is based on the dashboard date selection).

Display Settings
Select the options that you want displayed:

Custom Report Title (optional): enter text that you want displayed at the top of the Notes list
Show Colors: if selected, then a color border will display to the left of the note
Show Dates: if dates are associated with the note and you want that displayed, then enable this option
Show Users: if you want the name of the person who created the note to be displayed, then enable this option

Filters

Select the Type of Note(s) you want displayed in the dashboard
- Single Date displays text for one date on a graph hover or in reports that support this feature
- Date Range displays text across a date range on a graph or in reports that support this feature
- Fixed can be used to display a message for a single campaign, specific multiple campaigns or account-wide continuously. This note type is not limited to specific date(s), it can be set to display in white label marketing dashboards, client dashboards and PDF reports, and then the content can be changed as needed, in the Campaigns > Toolkit > Notes screen.
Select the Campaign(s) for which Notes were created that you want displayed in this dashboard (e.g., if this is a corporate dashboard that summarizes 10 branches of the company, you might select all of the campaigns that are associated with it).
Select the Users who created Notes that you want displayed in this dashboard

Click the Apply Changes button

Save Settings as Client Dashboard Default
After saving your settings, hover over the Save icon and click Client Dashboard to save the settings as the Client Dashboard default.

Follow the Client Dashboard Settings instructions to enable the view of Notes in your Client Dashboard.

Reports & Tools > Custom Suit > Notes Report
After saving your Notes settings, they display in the user interface

Display Notes Report in PDF Reports

There are 3 types of Notes that can be displayed in PDF Reports: Single Date and Date Range display text in a PDF based on the report date setting. Fixed notes can be used to display a message for a single campaign, specific multiple campaigns or account-wide continuously and the content can be changed as needed (in the Campaigns > Toolkit > Notes screen).

Notes displayed in a PDF Report

Add Note to PDF Report
After creating a Note (in the Campaigns > Toolkit > Notes screen), click the Add Report button in a PDF report that you want notes to display in and scroll down to Custom Suite > Reports and select Notes Report

Display Settings
Select the options that you want displayed:

Custom Report Title (optional): enter text that you want displayed at the top of the Notes list
Show Colors: if selected, then a color border will display to the left of the note
Show Dates: if dates are associated with the note and you want that displayed, then enable this option
Show Users: if you want the name of the person who created the note to be displayed, then enable this option

Filters
Select the Type of Note(s) you want displayed in the dashboard

Single Date displays text for a single date on a graph hover or in reports that support this feature
Date Range displays text across a date range on a graph or in reports that support this feature
Fixed can be used to display a message for a single campaign, specific multiple campaigns or account-wide continuously. This note type is not limited to specific date(s), it can be set to display in white label marketing dashboards, client dashboards and PDF reports, and then the content can be changed as needed, in the Campaigns > Toolkit > Notes screen.

Campaigns
Select the Campaign(s) for which Notes were created that you want displayed in this PDF Report (e.g., if this is a corporate report that summarizes 10 branches of the company, you might select all of the campaigns that are associated with it).