Reach Subjects

Modified on Thu, 27 Mar at 2:41 PM

Reach Subjects can be used to identify campaigns, topics, priorities etc. about which you are communicating. 

This allows you a clear and comprehensive overview of all your interactions, releases, projects and activity relating to your Subject.


You can view and manage Subjects by navigating to Interactions > Subjects. 


Adding a new Subject

New subjects can either be added by:

  • Clicking on the purple +Subject button at the top of your screen

or

  • Clicking on the green Add Subject button in the Subjects screen

Give your subject a

  • Title
  • Description
  • Owner (the officer responsible)
  • Subject Type (these can edited/edited in Settings)
  • Direction (proactive or reactive) 
  • Team
  • Portfolio
  • whether the subject is Active and Important

Viewing Subjects

You can view all briefings, notes, enquiries, releases, calendar events, documents, project boards and coverage of that Subject by clicking into the title name of the subject.

  • Click on a Subject to view the information specified when creating it, and access to the following tabs:
    • Briefings - means of sharing all critical information in summary 
    • Notes - allows your team to record any conversations or information gathered about this subject
    • Enquiries - all interactions about this subject here - all enquiries where the subject has been selected  
      • You can also contact the contact from here, and the system will record this within the Enquiry activity
    • Releases - view any releases (communication emails) sent out attached to this subject
    • Calendar Events - allows you to note key dates relating to this subject. You can view the calendar by month, week or day. 
      • You can create Calendar Events and choose whether you to wish to exclude the Event from the Event calendar view
    • Documents - Upload and view any documents relating to the subject here. These will be accessible when selecting the subject for a release
    • Project -  View and add your projects connected to the subject
    • Coverage - Allows you to add and view coverage of a subject - you can monitor positive and negative media coverage of this subject, including links to articles in the press etc.
  • You can also view all archived subjects by clicking Show Archived at the top of the screen


Filtering Subjects

  • Use the search function to find a particular subject
  • Click on a column to sort the list of Subjects alphabetically 
  • Filter the quantity of Subjects you would like displayed on your screen at a time at the bottom of the screen, and also to see how many Subjects there are overall (entries)
  • Use the Columns drop-down to change the columns that are displayed on the screen
  • Use the Excel or PDF button to pull off a report containing all Subjects displayed on your current screen and the filtering & columns you've applied

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