Users Guide

IMPORTANT: Pages related to personal accounts such as LinkedIn, Instagram, Facebook etc. cannot be reached by Informant. 

If you need support, please contact support@intelliwell.com  

Hits

Hits from Subscriptions you have created will be published on Account View > ”Informant Hits”.
In addition you can have personal alerts either via Chatter or e-mail or both
see Announcements

If you want to improve the scope you can elaborate sources and / or filters.
You can also get expertise support easily

  • In the Hit list, click the Informant Subscription-link
  • Click ”Improve this subscription”-link
  • We will try to make improvements. We might contact you for further instructions

Create a Subscription

  1. Click on the Account you want the Subscription to relate to
  2. Make sure you follow that Account (ref. Salesforce Help)
  3. Hoover over or click ”Informant Subscription”
  4. Click ”New Informant Subscription”
  5. Name the Subscription
  6. Add at least one URL (http://… or https://…)
    You ca add unlimited number of URLs. Separate them with New Line – One URL per row
  7. Add a filter (optional), more on Filters below
  8. Save

Announcements

Hits from the Subscription will be published on Account View under ”Informant Hits”. In addition you can have personal alerts either via Chatter or e-mail or both.

NOTE: For Chatter you need to follow the Account (click the Follow button top left on the Account view)

Chatter is selected by default.

  1. From Account View, hoover over or click Informant Announcements
  2. Add or remove e-mail and Chatter
  3. Save

NOTE A: This setting applies to all Subscription on this Account

NOTE B: Chatter Announcements are automatically created when the first Subscription is created

Ask you Administrator about your organization’s default settings.

Filter – Quick Guide

There is a huge difference between searching keywords in a controlled environment, such as a database with already laundered data, and filtering new, unknown information from different kinds of sources with different data structure.

That is why we use Regular Expressions – this business needs perfection. Three ground rules:

  1. Incoming Hits are matched against a string, i.e. a patten with text, numbers and variables.
  2. Alternative strings (OR) occur on the same line, directly after each other, separated by av vertical line, like this  |  also called ”pipe”.
  3. If more than one string (or row) must be true  (AND), add new line and inser your next string.

Most cases are simple maybe just a keyword, but we will help all paying customers to set the desired filter as a free service.

test your filter
  • Insert patten (string or phrase) with text, numbers and variables to match
  • Filter is not case sensitive (UPPER and lower case doesn’t matter)
  • No extra tokens (space, quote mark etc)
  • Alternatives (i.e. OR) are placed on the same row and separated with a veritcal bar (pipe | – still no extra space)
  • Additions (i.e. AND) – add a new row. All rows must be true
  • Negatives/Exclude (i.e. NOT)
    begin the row with a minus sign (-)

More Filter…

  • I you don’t add filter, all new posts will be published
  • Your filter-phrase can consist of text, numbers, variables, quantifiers, boudaries, delimiters etc
  • NOT case sensitive
  • No “extra” tokens such as space or quote marks (”)
  • For alternative strings (OR)
    Separate with vertical line – so called “Pipe” (|)

    Example:

    USA|Russia (Note the pipe)

  • When more than one string must be met (AND) – add new text or variables on a new line

    Example:

    USA
    Russia

  • To exclude strings (NOT) – Set a minus sign (-) at the beginning of the line

    Example: USA and Russia must both match, but not in conjunction with England

    USA
    Russia
    -England

Useful codes

( )

Group an expression

b
Boundary
Matches, without consuming any characters, eveything inside – but not outside – the boundary.
bLAWb does not match for example COLESLAW or LAWFUL.

b can be use in the beginning, the end or both sides of a string

w

Word Character
Matches any letter or numeric character (a-z 0-9), but not special character as ü ö ä å etc.

.
Dot
Matches any character

?
Matches a character or nothing

+
Matches one or more consecutive characters

*
Matches zero or more consecutive a characters

*
Matches zero or more consecutive a characters

{n}
Matches exactly n consecutive characters.

{n,}
Matches at least n consecutive characters

{m, n}
Matches between m and n consecutive characters