How to use the “Add to” feature

Last updated: July 2, 2024

The "Add to" feature makes it easy to add selected posts from any post list in Search, Inboxes, and Workspaces to a new or existing Report, Newsletter, or Workspace.

Add to an existing Report, Newsletter, or Workspace

Add selected posts from any post list in Search, Inboxes, and Workspaces to an existing Report, Newsletter, or Workspace.

1. In Search, Inboxes, and Workspaces: Use the multi-select functionality to select posts and summaries from the post list.
2. Click the Add to button and select a report, newsletter, or workspace in the drop-down to add the selected posts. Click Add to confirm your selection.

Add to a new Report

Start reporting directly from any post list in Search, Inboxes, and Workspaces.

1. In Search, Inboxes, and Workspaces: Use the multi-select functionality to select posts and summaries from the post list.
2. Click the Add to button, select Report, and then “Create new report” to add the selected posts.
3. In the report Edit form, enter the name of the new report, select a template and recurring option, and save.
4. Choose “Stay on page” or “Go to new report” to finalize the report.

Add to a new Newsletter

Start producing a new newsletter directly from any post list in Search, Inboxes, and Workspaces.

1. In Search, Inboxes, and Workspaces: Use the multi-select functionality to select posts and summaries from the post list.
2. Click the Add to button, select Newsletter, and then “Create new newsletter” to add the selected posts.
3. In the New newsletter series form: Enter the name of the new newsletter, choose post list and send options, select a layout template, and save.
4. Choose “Stay on page” or “Go to new newsletter” to finalize the newsletter.

Add to a new Workspace

Create a new workspace with selected posts from any post list in Search, Inboxes, and Workspaces.

1. In Search, Inboxes, and Workspaces: Use the multi-select functionality to select posts and summaries from the post list.
2. Click the Add to button, select Workspace, and then “Create new workspace” to add the selected posts.
3. In the New Workspace form, enter the name of the new workspace and click save.
4. Choose “Stay on page” or “Go to new workspace” to refine your selected posts further.

User Access: The "Add to" feature is available for all users. Only Superusers have access to the Report and Newsletter features.