While it’s a best practice to get permission before using someone’s social media content in Curations, sometimes you’re actually required to do so. Twitter and Instagram require third parties to acquire permission from authors before using their public social content. Luckily, Curations can automate this process and handle author permission requests for you on these platforms.

You’ll find the tools for setting up and managing author permissions in the Engage tab of the console. The Engage tab has three sections—Connections, Personas, and Terms & Conditions. This topic covers how to use each section.

Instagram automatic versus manual permissions

If an Instagram post @mentions your Instagram Business account in its description, Curations automatically processes it based on the persona and rule that applies to the post, as described in the rest of this topic. However, Curations cannot send automatic permission request messages for every post because Instagram prevents applications from posting comments on a post on behalf of an Instagram Business account unless the post @mentions the Instagram Business account in its description. Therefore, Instagram posts that do not @mention your Instagram Business account require that you manually comment on the post to request permission to use it.

You can view which Instagram posts require manual permission requests by opening the Manual AP view in the Curate tab.

Connections

The Connections manager lets you connect your Twitter and Instagram Business accounts to Curations. Connecting an account lets Curations send permission request messages to authors using that account.

When you open the Engage tab for the first time, you see the onboarding screen for the Connections section:

From here, you can:

  • Connect Twitter and Instagram Business accounts
  • Reconnect an account
  • Disable or re-enable a connection
  • Delete a connection

Read the following sections for detailed steps.

Do the following to connect an account:

  1. Click the link of the account type you want to add—Twitter or Facebook (for connecting Instagram Business accounts). The link takes you to the platform's log in screen.
  2. Log in to the account you want to connect.
  3. When prompted, approve the application.
    Note: When you link an Instagram Business account, Curations automatically creates a source that gathers Instagram posts in which your account has been photo tagged. This provides you with another means of gathering relevant posts in addition to hashtags and @mentions in comments.

By disabling a connection, you can stop sending permission request messages from the connection without permanently disconnecting it. To disable a connection, switch it to Off .

If you disabled an account, it's still connected to Curations but is not available for use. You can enable it again by simply switching it to On .

You can delete a disabled connection to remove it from Curations. You can reconnect it later if you wish.

To delete a connection:

  1. If the connection is still active, disable it first by switching it to Off .
  2. Click Delete. A confirmation dialog box appears.
  3. Click Delete connection to confirm that you want to delete the connection.
    Note: If you delete an Instagram Business account connection, it also deletes the source that collects posts in which the Instagram Business account has been photo tagged.

You can relink an account if your credentials have changed, or if you want to change the account you are using. When you relink an account, you do not need to edit any personas that may be using the account. The account details are updated and propagated to the personas.

Note:  If an account you are using to send author permission requests becomes disconnected for any reason, Curations displays a warning notification on all screens. The notification informs you that an account is disconnected, and directs you to relink the account.

To relink an account:

  1. Click Relink Account. A confirmation dialog box appears.
  2. Click Relink to confirm that you want to relink the account.
  3. Enter your new account credentials on the page that displays.
    Note:  When you relink an account, the system removes the current account from Curations before redirecting you to the page where you must reenter your account credentials or specify a new account. If you exit the process before you enter new credentials, the account is removed from Curations without relinking, effectively deleting the account from view. If this happens, you must connect the account again.

Upgrade to an Instagram Business account

Due to the changes Facebook made to the Instagram API in 2018, you are required to connect an Instagram Business account to Curations in order to send author permission requests. In addition, you must connect the Instagram Business account to a Facebook business Page.

Upgrade your Instagram account on your mobile device

  1. Log in to your Instagram account on your mobile device (you cannot use the web application for this process).
  2. Click the Settings icon.
  3. Under Options, click Switch to Business Profile.
  4. Click Skip when prompted to connect to Facebook.
    Note:  You can choose a category for your business profile and review your contact information, but connecting your Instagram Businness account to a Facebook page using the mobile app has known issues. Bazaarvoice recommends using the Facebook web application to connect your Instagram Business account, as described in the following section.

Connect your Instagram account to your Facebook business Page using the web application

  1. If you don’t already have one, create a Facebook business Page using the web application.
  2. From your Facebook Page, click Settings.
  3. From the left-hand menu, click Instagram.
  4. Click Log in to add your Instagram account to your Facebook Page. Enter your Instagram credentials when prompted.
  5. Verify that your Instagram account details contain business information, as shown in the following image. This means that your Instagram account is a Business account instead of a Personal account.

Verify that your Instagram account is connected to Curations

  1. Log in to Curations at https://portal.bazaarvoice.com.
  2. Go to the Curations > Engage tab.
  3. Verify that your Instagram account is connected to Curations. If it is not, click Facebook to enter your credentials and connect your account.
Note: A known Facebook issue may prevent you from successfully connecting your Instagram Business account to Curations. If you experience this issue, complete one of the following workarounds. The workarounds usually work on the first attempt, but may require a few attempts to be successful.

Workaround 1

  1. Create a new Facebook account or identify an existing account that is not currently an admin for your Facebook business Page.
  2. Invite the new account or existing account to be an admin for your Facebook business Page.
  3. Connect your Instagram Business account to Curations using the credentials of the Facebook account you recently added as an admin.

Workaround 2

Note: You will lose your Instagram media insights (engagement and impression numbers, for example) if you choose this workaround, as it resets the business metrics for the account.
  1. Switch the Instagram Business account to a personal account, and then back to a Business account.
  2. Reconnect the account to Curations.

Personas

Before a connected account can send author permission requests, you need to give it a persona—a profile for the account where you can configure default messages or add custom messages that reflect your company’s personality. When you open the Personas section of the Engage tab, you see the Persona manager:

From here, you can create, edit, enable, pause, or delete a persona. Read the following sections for detailed steps.

To create a persona, click Create persona to open the Persona editor.

  1. Click Create persona.
  2. Name the persona. You can provide any value you'd like, but we suggest you use something descriptive.
  3. Under Account, select the connected social account which you want to use with this persona.
  4. Under Language, select the intended language for the persona. For example, you may be creating a French language variation of your main persona.
  5. Under Language settings, enter values for the following variables:
    • agree—the phrase you want authors to reply with to grant permission for using their posts.
    • company—the company name to use in your terms and conditions.
    • support—a URL or email address for contacting your support team to use in your terms and conditions.
    Note:  After you configure these three variables, the language you are editing becomes configured for use. A persona only sends author permission requests using configured languages. You can view the list of configured languages by editing a persona and referring to the Configured Languages field.
  6. For the messages sent by the persona, select either Default or Custom. We recommend using custom messages.
  7. If you selected Custom, enter at least six templates for request messages. We strongly recommend you add more than six templates.

    For a list of requirements and best practices, see Custom request messages below.

  8. Click Save to save and add the new persona.
  9. After you create a persona, enable the persona to begin sending author request messages.

Custom request messages

Using custom request messages allows your organization to communicate with authors in its own words, enhancing the voice of your brand. A "canned" request is intelligible, but a wide range of customized requests gives personality to an otherwise autonomous process.

Default request messages

While we recommend writing your own custom messages that reflect your company's unique personality, you can opt to use messages provided by Curations.

If you select this option, Curations will randomly select and send messages from the pool of messages. You can view all default messages in the reference topic.

To edit a persona:

  1. Find the persona you want to modify.
  2. Click the name of the persona to open the editor.
  3. You can change the following settings for the persona:
    • Account—The connected social account that will use the persona.
    • Language settings—The variables used in the messages. The agree, company, and support fields require values. If you do not supply all three values, then the language is not configured for use. You can view which languages are configured for use by referring to the Configured Languages field.
    • Request messages—The messages used when requesting author permission. Selecting Custom lets you provide your own unique messages, while selecting Default uses messages provided by Curations.
  4. Click save.

To enable a paused persona, click the toggle next to the paused persona you want to activate.

To enable multiple paused personas at once:

  1. Click the round checkbox next to the paused persona you want to activate. You can select and enable multiple personas at the same time.
  2. In the action bar that appears at the top of the Persona manager, click Enable.
Note:  Remember that to fully enable a persona for use, you must configure a rule that specifies when a persona sends author permision requests.

By pausing a persona, you can stop using it to send permission request messages without permanently deleting it. Pausing a persona lets you unpause it later to start sending permission request messages again without having to recreate the persona.

To pause a persona, click the toggle next to the persona you want to pause.

To pause multiple personas at once:

  1. Click the round checkbox next to the persona you want to pause. You can select and pause multiple personas at the same time.
  2. In the action bar that appears at the top of the Persona manager, click Pause.

You can delete personas that you no longer need or want, such as personas tied to deleted accounts.

To permanently delete a persona:

  1. Click the toggle next to the rule you want to delete.
  2. In the options that appear next to the toggle, click Delete.

To permanently delete multiple personas at once:

  1. Click the round checkbox next to the persona you want to delete. You can select and delete multiple personas at the same time.
  2. In the action bar that appears at the top of the Persona manager, click Delete.

Terms and conditions

You need to provide terms and conditions (T&Cs) for authors to accept. You can link to the T&Cs on your site, add them to the Curations 3 console, or use a standard user agreement provided by Curations.

Your permission request messages include a link to T&Cs. If Curations hosts your T&Cs, whether default or custom, the document will include values set in the persona for the {accept}, {company}, and {support} variables. Since you can only have one set of T&Cs for each language, using the default or custom T&Cs option is ideal when you have multiple brands or other implementations that require variation in your T&Cs.

Tip:  You can obtain the link to your hosted terms and conditions in the Shortened URL column of the Engage tab. Use this link to direct authors to your terms and conditions when you are manually requesting permission to use their posts.

Read the following section applicable to your T&Cs setup.

To add your own custom T&Cs, open the Terms & Conditions section of the Engage tab and do the following:

Note:  Remember to create custom T&Cs for every supported language that you send author permission requests for.
  1. In the Language column, click the language you want to edit.
  2. Under options, select Hosted.
  3. Add and format your custom T&Cs in the editor. While not required, we strongly suggest you include the {agree}, {company}, and {support} variables to use the values provided in each persona.
  4. Click Save.

If you don't add your own T&Cs, your permission request messages will link to a content use agreement provided by Curations.

To use the default T&Cs:

  1. In the Language column, click the language you want to view.
  2. Under options, ensure Hosted is selected.
  3. Click Revert to Default.
  4. Review the T&Cs and click Save to exit the editor.

To use T&Cs hosted on your site:

  1. In the Language column, click the language you want to edit.
  2. Under options, select Linked.
  3. Enter the URL for the terms and conditions page on your website.
  4. Click Save.

Enable personas using rules

After you create a persona and a set of terms and conditions, you must enable the persona using a rule. The rule searches approved posts according to filters of your choice, and then requests permission from the authors to use the post using the appropriate persona. To learn how to create this rule, refer to the topic on recommended rules.

Author permission request rates

How often author permission requests are sent

For both Twitter and Instagram personas, Curations sends author permission requests as frequently as possible. This rate is equal to the frequency at which the persona rule identifies posts to request permission to use (assuming those posts are first approved by Bazaarvoice moderators or someone at your company).

In some cases, the Twitter or Instagram persona sending out the author permission requests can reach the message limits imposed by Twitter or Instagram. If this happens, the account stops sending messages for an hour due to the rate limit policies imposed by Twitter and Instagram. During this hour, the Twitter or Instagram account will not be able to send more messages, either through Curations or through any native applications, but it will regain its full message permissions after the hour passes.

How often author responses are checked

Every 60 minutes, the system checks whether an author has responded to a permission request. If the author approves or rejects the request to use their post, the system updates the author permission status at the next check. If an author does not respond within 30 days, the system marks the post as rejected for author permission.

Author permission states

Curations keeps track of the author permission state before, during, and after you make a request to use an author’s post. These states include values for when a request has been sent, when an author has approved a request, when a request has expired, and more. You can use author permission states as filters when creating rules.

To learn about the available author permission states, refer to the description of the author permission filter in the Reference topic.