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How to create a Standard Workspace
How to create a Standard Workspace

Standard Workspaces are the building blocks of Pi Datametrics

Jay Langridge avatar
Written by Jay Langridge
Updated over a week ago

Standard Workspaces are the building blocks of Pi Datametrics, consisting of the main groupings of the search terms, markets, and search engines they are tracking.

Benefits

Creating standard workspaces correctly, and with the right information, is important to gain good results from the tools.

Ingredients

  • Access to a Pi Datametrics account

  • User privilege to manage workspaces

Setup

All following steps apply to daily, weekly and monthly standard workspaces.

Access your workspaces from the Data and Setup section of the left-hand navigation:

From here, select ‘Standard’ Workspace:

Enter the workspace details. These include:

  • Frequency - from the drop-down choose from daily, weekly, or monthly

  • Workspace name

  • Description (optional)

Click ‘Next’:

Select a market - from the drop-down choose which market you wish your workspace to track. Click ‘Next’:

Select Search Engines - using the tick boxes to choose which search engines to track. Click ‘Next’:

Enter Search Terms - enter your search terms for the workspace here, one line at a time.

TIP: your search terms won’t be organised into Search Term Groups here but it’s always handy adding the search terms here to start tracking as soon as possible.

Click ‘Finish’.

Once the workspace has been created it will appear in the workspace list on the Workspaces page with the following details:

  • Workspace name

  • Type - standard or compound workspace

  • Frequency - workspaces tracking frequency

  • Index score - the Visibility Index Score of the workspace’s Primary Index

  • Market - which market the workspace tracks in

  • Created - the date the workspace was made

  • Terms - number of search terms in the workspace

  • Queries - how many queries the workspace is using

  • Status - is the workspace tracking or paused

  • Actions - Pause, Duplicate or Explore workspace

The filters allow you to search for a workspace based on one of the above criteria. Columns allow you to edit how you view the table by adding or removing any of the above criteria.

Adding Search Term Groups

To add Search Term Groups to the workspace, click on the workspace name. Once in the workspace, click the search term groups tab, then click ‘Add Search Term Groups’:

Click ‘Add new group’:

In the pop-up:

  • Enter the search term group name

  • Description (optional)

  • Use the search function and tickboxes on the right to add search terms (optional)

Click ‘Save’:

The search term group is now in the search term group list:

Repeat as necessary for each search term group.

Adding Search Terms

To add Search Terms to the workspace if they weren’t added in the workspace setup wizard, click the search terms tab in the workspace, then click ‘Add Search Terms’:

Click ‘Add Terms’:

In the modal:

  • Type/paste terms to add into the box

  • Tick which search term group(s) to add the terms to. (Note: not ticking any groups will add the terms to the workspace ungrouped)

Click ‘Add’:

A whole set of search terms can also be imported from other workspaces in the account. For example, this is useful for adding terms from other markets to track in a new market.

  • Click ‘Import Terms’

  • In the drop-down box choose the desired workspace to import terms from

  • Click ‘Import’

When the terms have been added, they will be displayed in the search term list:

Next Steps

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