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Getting Started

Dashboard

Triggers

Executives

Companies

Relationships

Preferences

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Preferences

In the Preferences window, you can create watchlists and manage your affiliations. Click the Preferences tab to open the Preferences window and then select from the following options:

• My Watchlists - Create and edit your watchlists. Watchlists present personalized news and information about the companies and executives that are important to you. Your Trigger Watchlist delivers news about significant business events, such as mergers and acquisitions. You can filter your trigger results by industry and geographical region.
• My Affiliations - Add your affiliations to the executives and organizations with which you have a direct connection. You can also add affiliations to your personal contacts by importing a contact list.

  g2 uses your affiliations to map your relationships to the executives in the g2 database. You can view these relationships in the Relationships window.

• My Profile - Edit your contact information and change your password.
• Dow Jones g2 Toolbar - Download the installer for the Dow Jones g2 Toolbar.

My Watchlists

Watchlists enable you to monitor and display information that is important to you. g2 continuously scans the news and displays the trigger events and news articles that match your watchlists. You can view your watchlists in the g2 Dashboard by clicking the Dashboard icon at the top of the g2 window.

To create a watchlist, click the My Watchlists tab to open the Watchlist Menu, as shown below.

You can choose from the following types of watchlists:

• Company Watchlist
• Executive Watchlist
• Trigger Watchlist
• Industry Watchlist
• Location Watchlist

Company Watchlist

The Company Watchlist tracks news and trigger events for the companies you are interested in. To add a company to the Watchlist:

1. Click Company Watchlist to open the My Company Watchlist window.
2. Type the name of the company in the ADD A COMPANY input box.
3. Click Search. The results are displayed in the Company Watchlist pane.
4. Select the check box next to the company you want to add.
5. In the TYPE drop-down list, select the type of relationship you have with the company.
6. Click UPDATE WATCHLIST.

The results are displayed in the My Company Watchlist window.

You can edit the Company Watchlist as follows:

• To remove a company from the Watchlist, select the check box next to the company and click REMOVE.
• To change the type of relationship you have with a company, select a new relationship from the TYPE drop-down list and click SAVE.

You can view the Company Watchlist in the Companies window, or by clicking the Dashboard icon at the top of the g2 window.

Executive Watchlist

The Executive Watchlist tracks news and trigger events for the companies you are interested in. To add an executive to the executive watchlist:

1. Click Executive Watchlist from the Watchlist menu to open the My Executive Watchlist page.
2. Type the executive's first and last names in the ADD AN EXECUTIVE input boxes.
3. Click SEARCH
4. Select the check box next to the executive you want to add.
5. Select a strength level for your relationship to the executive by placing the cursor over the relationship strength icon and selecting a circle in the pop-up menu to specify the strength.
6. Click UPDATE WATCHLIST.

You can view the Executive Watchlist in the Executives window, or by clicking the Dashboard icon at the top of the g2 window.

Trigger Watchlist

The Trigger Watchlist tracks specific triggers - significant business events, such as mergers or acquisitions - related to the executives and companies on your watchlists. To add a trigger to the Trigger Watchlist:

1. Select Trigger Watchlist from the watch list preferences menu. This displays a list of trigger categories and events. A partial list of the available trigger events is shown below.
2. Select the trigger events that you want to track. Selecting a category, such as "Employment," automatically selects all trigger events in the category.
3. Click SAVE to save your selections.

You can view the Trigger Watchlist in the Triggers window, or by clicking the Dashboard icon at the top of the g2 window.

You can use the Industry Watchlist and Location Watchlist to filter your trigger results by industry or geographical region.

Named Triggers

Named triggers are custom triggers that you can set up to filter trigger results, based on conditions you specify. To create a named trigger, click the Named Triggers tab. An example of a named trigger is provided in the Named Triggers section below.

Industry Watchlist

The Industry Watchlist filters your trigger results by industry. When you select industries in the Industry Watchlist, the Trigger dashboard only displays triggers for those industries.

To add an industry to the Industry Watchlist:

1. Click Industry Watchlist from the Watchlist menu. This displays a list of industries, a portion of which is shown below.
2. To select all of the industries in a category, such as Aerospace & Defense, select the check box next to the category. Alternatively, you can leave the category check box blank and select specific industries within the category.
3. Click SAVE to save your selections.

Location Watchlist

The Location Watchlist filters your trigger results by geographical area. When you select U.S. states or Canadian provinces in the Location Watchlist, the Trigger dashboard only displays triggers for events in those locations.

To add a state or province to the Location Watchlist:

1. Select Location from the watch list preferences menu. This displays a list of U.S. states and Canadian provinces.
2. Select the states or provinces for the region you are interested in.
3. Click SAVE to save your selections.

Named Triggers

Named triggers are custom triggers that you can use to filter trigger results, based on specific sets of conditions. There are five types of conditions for a named trigger, corresponding to the five standard watchlists: triggers, companies, executives, industries, and locations. You specify each condition by a list of items - for example, companies or executives. Only trigger events that match all the specified conditions will generate a result.

You can also request to be notified by email whenever a named trigger event occurs.

As an example, the following steps show how to create a named trigger that tracks management changes at I.B.M.:

1. Select Trigger Watchlist from the watch list preferences menu.
2. Click Named Triggers to open the My Named Trigger Watchlists window.
3. Click NEW.
4. Type a name for the trigger in the TRIGGER NAME input box - for example, "I.B.M. Management Changes." You can specify conditions for the named trigger using the drop-down lists to the right of the trigger name. Each drop-down list provides the following options:
• My Watchlist - Use the standard watchlist to specify the condition.
• Custom List
- Create a custom list to specify the condition.
• All - Return all results for this condition - that is, do not filter results based on this condition.
The next two steps create custom lists for triggers and companies.
5. Create a custom list of the events you want to track as follows:
1. Select Custom List on the TRIGGERS drop-down list.
2. Click the EDIT button.
3. In the My Custom Trigger Watchlist window, select the check boxes next to the trigger events you want to track.
4. Click the SAVE button at the bottom of the window.
5. Click RETURN TO NAMED TRIGGERS.
6. Create a custom list that contains the single company I.B.M. as follows:
1. Select Custom List on the COMPANIES drop-down list.
2. Click the Edit button to open the My Custom Company Watchlist window.

3. Click ADD.
4. Type "I.B.M." in the ADD A COMPANY input box.
5. Click SEARCH.
6. Select the check box next to the name of the company.
7. At the bottom of the window, click UPDATE CUSTOM LIST.
8. Click RETURN TO NAMED TRIGGERS.
7. Change the drop-down list settings for Executives, Industries, and Locations to ALL. With these settings, the trigger results are not filtered by executives, industries, or locations.
   
   Note: For other named triggers, you could filter results by specifying a list of executives, or a group of industries or locations.
   
   The My Named Trigger Watchlists settings should now appear as in the picture below:
8. If you want to receive an email notification when a trigger event for the named trigger occurs, select the check box below EMAIL.
9. Click SAVE.

You can view the named trigger by selecting the TRIGGERS tab in the g2 window.

When trigger events occur, g2 displays a check mark in one or more of the columns to the right of the trigger name. To view the trigger details, click the name of the trigger.

Notes:

• All the conditions you specify for a named trigger must be true for an event to generate a result. In the example above, since both triggers and companies are specified, only events that involve management changes at I.B.M. will generate a result.
• If you are not using an information type to define a named trigger, change its drop-down list setting to ALL.
• If you select My Watchlist on any of the drop-down lists, g2 uses the settings for the corresponding standard watchlist to define the trigger.
• To temporarily deactivate a named trigger, so that it is not displayed in the Named Trigger Dashboard, clear the ACT check box.
• You can specify how often g2 checks to see whether a named trigger event has occurred in the E-Mail Frequency drop-down list. For example, if you select Hourly, g2 checks for named trigger events every hour, and sends you an email notification if a trigger event has occurred in the past hour. The E-Mail Frequency setting applies to all named triggers.

My Affiliations

Affiliations are the companies and people with which you have a direct connection. To add an affiliation, start by selecting My Affiliations in the Preferences pane to open the Affiliations Manager. You can then select from the following choices:

• Affiliated Organizations - Add affiliations to companies that you have worked for, client companies, schools that you have attended, volunteer groups, or any other organization that you have a current or past connection with.
• Affiliated Executives - Add affiliations to executives in the g2 database that you know, including past and present associates, and friends.
• Import Contacts
- Import contacts and add them to your affiliated executives.

Affiliated Organizations

To add an organization affiliation:

1. Select Affiliated Organizations.
2. Type the name of the organization in the ADD AN ORGANIZATION input box.
3. Click SEARCH. The example below shows the results of a search.
4. Select the check box next to the organization with which you are affiliated. To view additional details about the organization, click the the organization name.

You can add optional information about your affiliation in the drop-down lists to the right of the organization name:

• The start and end dates of your affiliation. If the affiliation is current, leave the end date blank.
• Whether the affiliation is current.
• The type of association you have with the organization - for example, Employer.
5. Click UPDATE AFFILIATIONS to save your entry.

Affiliated Executives

The following sections explain how to add and modify executive affiliations:

• Adding an executive from the g2 database
• Adding a personal contact
• Importing contacts

Adding an Executive from the g2 Database

To add an affiliation from the g2 database:

1. Select Affiliated Executives.
2. Type the executive's first and last names in the input boxes next to ADD AN EXECUTIVE.
3. Click SEARCH. The example below shows the results of a search.
4. Select the check box next to the executive with whom you are affiliated. To view details about the executive, click his or her name.
5. Select a strength level for your relationship to the executive by placing the cursor on the relationship strength icon next to the executive's name and selecting one of the circles in the pop-up menu.
6. Click UPDATE AFFILIATIONS to save the affiliation.

You can make an executive affiliation private by selecting the check box in the PVT column. When you make an affiliation private, it is not available to other g2 users at your company to find relationship mappings in the Relationships window.

Adding a Personal Contact

You can also add affiliations to personal contacts who are not in the g2 database. To do so:

1. Click ADD PERSONAL CONTACT
2. In the Biography Editor, enter the person's first and last names.
3. Enter the name of the person's company in the Organization Search input box. Note that all other input fields are optional. An example is shown below.
4. Click SEARCH
5. Select the person's company from the search results.
6. Click SAVE. The result is displayed in the Biography Manager.

Adding Biographical Information to a Contact

To add biographical information to a contact, such as another company where the person has worked, click ADD BIO LINE and repeat steps 3 - 5. The picture below shows the contact with a second bio line added.

Note that Oracle is selected in the PRIMARY column. The primary company is usually the company where the person is currently employed. The Affiliations Manager displays the primary company after the person's name.

When you are finished adding information to the contact's biography, click RETURN to return to the Affiliations Manager.

The contact's name is displayed in the Executive Affiliations pane next to the personal contacts icon . Note that other executive affiliations added using the SEARCH button do not display the personal contacts icon.

You can edit the details of a personal contact, or add more biographical information, by clicking the edit icon next to the person's name.

Importing Contacts

You can import personal contacts from a contact list, created in applications such as Microsoft Outlook or LinkedIn. To do so, you must first export the contact list from the application in which it was created, in the form of a comma separated values (CSV) file. To read instructions for exporting contacts, click Import Contacts and then click the name of the application in the Import Contacts pane.

Alternatively, you can create a contact list from a CSV template, and then import the list into g2.

Once you have created a CSV file for your contacts, you can import it into g2 as follows:

1. In the Affiliations Manager, click the Import Contacts tab.
2. Select an application from the "Import from" drop-down list.
3. Click the Browse button next to the Select Export File input box and select the CSV file that you want to import.
4. Select from the following import options:
• Import matched to g2 companies only - If selected, only contacts whose company is matched to a company in the g2 database are imported.
• Ignore duplicate names - If selected, contacts that are already listed in your executive affiliations are not imported.
• Contact must have a job title - If selected, only contacts with job titles are imported.
• Contact must have a company name - If selected, only contacts that have an associated company are imported.
5. Click IMPORT CONTACTS. This displays a list of your contacts.
If an imported contact includes a company affiliation, g2 attempts to match the contact's company with a company in the g2 database. If g2 finds a match, it displays the matched company in the DOW JONES G2 DATABASE MATCH column. You can view the details of a matched company by clicking the magnifying glass icon next to the company name.

Note: If g2 mistakenly matches your contact to the wrong company in the database, click Remove this matched company. You can later edit the contact in the Affiliations Manager and add the correct company from the g2 database, as described in Matching a Company to an Imported Contact.

The KEEP column displays one of the following icon showing the confidence level that g2 has correctly matched the contact's company with a company in the database:
• Strong match
• Medium match
• Weak match
6. If you do not want to add a contact to your affiliated executives, clear the check box next to the contact in the KEEP column.
7. Click SAVE.

Note: If g2 is unable to match a contact's company with a company in the database, the Import Contacts pane displays the "Unmatched to g2 database" icon to the right of the person's name in the Executive Affiliations pane. An example is shown below.

g2 does not include unmatched contacts when it searches for relationship paths in the Relationships window.

After importing personal contacts, you can add biographical information to them.

Creating a Contact List From a CSV Template

To create a contact list from a CSV template:

1. Click Import Contacts.
2. Click CSV Template.
3. In the pop-up window, click the link "click here."
4. Select Save in the File Download dialog and save the file.
5. Open the file in Microsoft Excel.
6. For each contact you want to import into g2, choose a new row of the Excel worksheet and enter as much information as you can in the the following columns:
• First Name
• Last Name
• Company
• Job Title
Note: The following columns are only used to help g2 match the contact's company to a company in the database. This information is not displayed in the Affiliations Manager.
• Business City
• Business State
• Business Zip Code
• Business Phone
• Email Address
7. After you have added your contacts, select Save As on the File menu.
8. In the Save as type: drop-down list, select CSV (Comma delimited)(*.csv).
9. Click Save.

To import the contact list into g2, follow the instructions in Importing Contacts. In the "Import from" drop-down list, select CSV Template.

Matching a Company to an Imported Contact

If an imported contact is not matched to a company, you can attempt to match the contact to a company in the g2 database as follows:

1. In the Executive Affiliations pane, click the edit icon next to the person's name
2. Click the Update button.
3. In the Update Contact Biography pane, type the name of the company in the ORGANIZATION SEARCH input box.
4. Click SEARCH.
5. Select the company in the SEARCH ITEMS FOUND pane.
6. Click SAVE.
7. Click RETURN.

The Affiliations Manager now displays the matched company next to the contact's name.