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


Events & Notes dashboard
 

Add a Note

 
Open Events & Notes

Add a Note

  • Click the Tools tab and select Notes
  • Click the +Add button in the upper right section of the Notes screen.
Add Note

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 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 Tools > Notes screen.
  • Click on the Color to select the color that you want displayed with the note
Add Note for specific campaigns

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
Add Note

Dates

  • For Single Date or Date Range type, choose a date or date range from the calendar
Add Note

Dates

  • Enter your Description.
  • 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
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 Tools > Notes screen

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

Edit or Delete a Note


edit note



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 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 Events and Notes


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.

View Notes in Graph

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.

Edit Notes or Events in Report


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. 

export notes

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 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 Tools > Notes screen).

Fixed Note displayed in Marketing Dashboard

Fixed Note in Marketing Dashboard



Single Date and Date Range Notes in Marketing Dashboard

dated notes in marketing dashboard



Add Note to Marketing Dashboard
After creating a Note (in the Tools > 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 

add note to marketing dashboard


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

display settings



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 Tools > Notes screen.
filters


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). 

select campaigns


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

users

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

Display Notes 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 Tools > Notes screen).

Notes displayed in a Client Dashboard

Fixed Note in Client Dashboard



Add Note to Client Dashboard
After creating a Note (in the Tools > Notes screen), access Reports > Other Integrations and select Notes in the left Reports 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).

Date Range


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

display settings



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 Tools > 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

notes filters

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. 

client dashboard default



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


Reports > Other Integrations > Notes
After saving your Notes settings, they display in the user interface 

Notes in user interface


Display Notes 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 Tools > Notes screen).

Notes displayed in a PDF Report

Fixed Note in PDF report




Add Note to PDF Report
After creating a Note (in the Tools > Notes screen), click the Add Report button in a PDF report that you want notes to display in and scroll down to Other Integrations > Tools and select Notes 

add note to pdf 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

display settings



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 Tools > Notes screen.

filters


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). 

select campaigns


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

users

Click the Add button and drag the Notes section to the position you want them display in the PDF.

Add Link Notes for display in Rank Reports & Graphs

You can add notes directly from the Link Details screen, associate the note with a rank tracking campaign and even an individual keyword.

Add a Link Note
After a link has been created, you'll see additional functions in the upper right of the Link Details screen: + Add Note and Duplicate buttons. 



Note Details 
Clicking the + Add Note button launches a Notes detail screen with the Description automatically containing the basic information for that link. You may select for the note to display for a single date or date range, choose a color, select a campaign and even a specific keyword to apply the note to. 



Note in Daily Snapshot
In this example hovering over a date that has a colored note indicator displays the text that you place in the note Description field (Notes must be enabled in Report Options).



Visibility Graph
In this example, multiple notes display as color highlights in the Visibility Graph and can be read by hovering over any highlighted area.
 

The above are just a few examples of reports and graphs that support the display of Notes.


Notes in Link Manager Reports
To create a note for display in a Link Manager reports, enter text in the Additional Information > Notes field and Save. 



Link Dashboard display of Notes
In this example, clicking the Notes icon pops up the display of the note text. 





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