While you can use rules to lighten your workload and automate some of your processes, at some point you’ll need to manually manage your content collection.

When you open the Manage section of the Curate tab, the first thing you see is the Content manager. The Content manager may end up being your most-used tool in Curations. This topic covers the essentials of working with the Content manager.

View content

The Content manager offers four inbox-like views you can use to sift through posts that are in various states. The views appear in the left pane of the Content manager, highlighted below:

Refer to the following sections for more information about each view.

The New view contains posts that you haven't approved or rejected yet. For content you see here, your next steps are to approve posts you like and add labels and display tags.

Posts in the Approved view have a moderation status of approved, but do not include a display tag. These posts could have been approved by someone at your company or by Bazaarvoice moderators. You should review these posts to decide whether to route them to display, add labels, or tag them with product IDs. The Approved view offers two subviews:

  • Shoppable—posts that have a product ID.
  • Non-shoppable—posts without a product ID.
Note:  Approved posts, whether shoppable or non-shoppable, do not include a display tag, and are thus not ready for display. Only posts in the Displayable view include a display tag.

The Displayable view shows you content that is eligible for display—meaning posts that include a display tag and have not been rejected by moderators (moderation statuses of uninitiated, queued, sent, or approved can all be displayed). This view offers two subviews:

  • Shoppable—posts that have a product ID.
  • Non-shoppable—posts without a product ID.

Just because these posts are eligible for display on your site doesn't mean they are displayed. When a display requires a product ID, posts must have both the display tag and an accepted product ID to appear in the display.

For example, Curations displays on product display pages (PDP) require that posts have a matching product ID. This means that posts must have both the display tag and an accepted product ID tag to appear in the PDP display.

Which combinations of display tag and product ID enable display?

  Non-PDP display PDP display No display tag
Product ID

needs display tag

No product ID

needs product ID

needs display tag

needs product ID for PDP display

Note:  Before displaying posts on your site, you should request permission from the author to use the post, if applicable. The posts in the Displayable view include a display tag, but may or may not include an author permission status of approved.

This view lists posts that have been rejected by someone at your company or by Bazaarvoice moderators. If you accidentally rejected something, you can rescue it from the Rejected bin. Discarded content remains in the Rejected bin for up to 30 days.

This view lists Instagram posts that require you to request author permissions manually. The view is organized by the personas the posts apply to. Posts must have a Moderation Status value of Approved and an Author Permission value of Queued to display in this view.

Note:To ensure that all relevant content displays in this view, you must create a rule that includes an Author permission rule action specifying the persona to use for manual author permission requests (which are required for posts that do not @mention your Instagram Business account). If the rule finds Instagram content relevant to you that does not @mention your Instagram Business Account (which means Curations cannot automatically send an author permission request), the rule will queue the post for author permission and display it in this view for you to address manually. Otherwise, the posts filtered by the rule will not display in this view because they will not be queued for author permission request. To learn how to create this rule, refer to the topic on recommended rules.

Request author permission manually

To manually request permission to use a post listed in the Manual AP view, complete the following steps:

  1. From the Manual AP view, click a post's photo or video to open its detailed view.
  2. Click the Permission tab.
  3. Click Copy message to copy the request message to send to the author. This message is randomly selected from the request messages configured in the persona associated with the post.
  4. Click Open post to open the post in Instagram.
  5. Ensure you are logged into Instagram with the Instagram Business account that matches the persona associated with the post. If not, log out and switch accounts to the correct one.
    Tip: The persona associated with the post displays in the Persona field located above the request message.
  6. Add a new comment to the post that includes the message you copied.
  7. Post the comment on Instagram.
  8. Return to Curations and click Mark as sent to confirm that you posted the author permission request on Instagram.
    Tip: If you accidentally mark a post as sent, click Mark as queued to undo your action and return the post to the Manual AP view.

After you mark a post as sent, Curations no longer displays it in the Manual AP view (after you refresh the view).

Permission granted

If an author grants you permission to use their post, Curations automatically detects their reply and marks the post with an Author Permission status of Approved. No additional steps are required from you.

Permission denied

If an author does not reply to your request within 30 days, Curations automatically marks the post with an Author Permission status of Expired and removes the post from the Manual AP view.

Tip: To manually remove a post from the Manual AP view, click Mark as expired in the Permission tab of a post's detailed view.

View live content

You may want to view what content is live on your site. While a view cannot guarantee that content is live on a display, you can create a custom filter that provides a reasonable representation of live content. To do so, create a view with the filters shown in the following table.

FilterValue
Moderation StatusApproved
Author PermissionApproved and Bypassed
DisplaysWith display tag or With any of these: > display tag name

Why is content not displaying?

The prior combination of filters creates a view of posts that have been approved by you or by Bazaarvoice moderators, that have received or bypassed author permission, and that have a display tag. In most cases, the posts returned by this view represent content that is live on one or more of your displays. However, posts may not display if any of the following are true:

  • The display tag is associated with a display that isn’t integrated with your site. Refer to the topic on integrating displays for more information.
  • The display tag is associated with a display that has an error in its integration code.
  • The display tag is associated with the wrong display, so you are not seeing content on the intended display. Refer to the topic on the Display manager for more information.
  • The display tag has a typo, so it doesn’t link to any of the displays configured on your site.
  • The content is far down the list of posts that pertain to the display, so you may have to click several times to see it.
  • The content is broken on the social media source, which means it does not appear in the display (but it does appear in the view’s preview as broken).

Filter content

You can use custom filters to find content not in one of the preset views, like untouched content that’s more than a week old. Click Custom filter › to open the filter panel where you can choose and customize filters. Applying filters updates the content displayed in the Posts pane.

Caution: The Content manager will display posts that meet the requirements of every filter configured. When a filter accepts multiple values, posts only need to match one value for that filter unless you configure the filter to require all values.

For details about the available filters, open the following list:

 

Filter Details
Author Name / Handle

Description: Limits to content from specified authors or to content that does not contain the specified authors.

Accepts multiple values: Yes.

Options: You can add authors manually or in bulk:

  • Manually—Select Any to limit posts to content from specified authors, or select Exclude to limit posts to content that does not contain the specified authors. You can add one or more authors for this filter. Type the author's username (for example, "double_r_diner") or friendly display name (for example, "Double R Diner") and hit enter to add it. This is a case-sensitive field. Repeat to add additional authors.
    Tip:  The filter dropdown prepopulates author usernames for active sources that collect content based on author name. The dropdown does not prepopulate author usernames for inactive sources or sources collecting content based on criteria other than author name, nor does it prepopulate friendly display names, but you can search for these options rather than selecting them from the dropdown menu.
  • Allow bulk paste—Enable this option to paste a comma-separated list of authors. To create and paste the list:
    1. Create an Excel file.
    2. Enter the values you want to paste within a column. For example, if you want to paste the values "American football", "Brazilian jiu-jitsu", and "Cycling", enter the values as follows:
      Note:  Enter more than one word within a single cell if you want to enter a multi-word phrase. However, do not include a comma within a cell because the phrase would be split by the comma.
      A
      1 American football
      2 Brazilian jiu-jitsu
      3 Cycling
    3. In a blank cell outside the column, enter the formula =TEXTJOIN(",",TRUE,A:A) (where A represents the name of the column that contains your values) to create one cell containing all the values separated by commas.
    4. Copy the cell of comma-separated values.
    5. Back in Curations, paste the values into the text box.
    6. Hit enter.
Author Permission

Description: Filters content based on author permission status.

Accepts multiple values: Yes.

Options: You can select one or more of the following statuses for this filter:

  • Bypassed—the author permission process will not execute, meaning no permission requests have been or will be sent.
  • Uninitiated—the permission process hasn't been initiated, likely because a trigger event (like approval in moderation) hasn't occurred.
  • Queued—a permission request messages is scheduled but has not yet been sent.
  • Sent—a permission request message was sent, but the author has yet to respond.
  • Approved—the author accepted the terms and granted permission for content use.
  • Spam—the permission request message was removed, either because it was marked as spam by Twitter or Instagram or the author removed it from the post.
  • Followup—the content author responded with anything other than the acceptance term.
    Note:  The author must respond directly to your company's social media account or message (meaning the author includes "@yourCompanyName" in their message).
  • Expired—the content author did not respond within 30 days of receiving the permission request.
Authors in Photos

Description: Filters Instagram content based on the authors tagged in a photo.

Accepts multiple values: Yes.

Options: You can add one or more authors for this filter. Type the author name and hit enter to add it. Repeat to add additional authors. Choose one of the following options:

  • With any of these—limits to posts that tag one or more of the authors provided.
  • With all of these—limits to posts that tag every author provided.
  • With author in photo—limits to posts that tag at least one author. This selection does not require an author input.
  • Without Author in photo—limits to posts that do not tag any author. This selection does not require an author input.
 
Channels

Description: Filters content based on its social channel.

Accepts multiple values: Yes.

Options: You can select one or more of the following channels:

  • Instagram
  • Twitter
  • Flickr
  • Pinterest
  • Tumblr
  • Vimeo
  • YouTube
  • Custom
 
Date Published

Description: Limits to content published during the specified period.

Accepts multiple values: No.

Options: Select a start and end date. The most recent end date you can select is 1 week prior to the current date.

 
Labels

Description: Limits the impact to content with any, all, or none of the specified labels.

Accepts multiple values: Yes.

Options: You can add one or more labels for this filter. Type the label and hit enter to add it. Repeat to add additional labels. Choose one of the following options:

  • With any of these—limits to posts that contain one or more of the labels provided.
  • With all of these—limits to posts that contain every label provided.
  • With label—limits to posts that contain at least one label. This selection does not require a label input.
  • Without label—limits to posts that do not contain any labels. This selection does not require a label input.
 
Product IDs

Description: Limits to content with any, all, or none of the specified product IDs.

Accepts multiple values: Yes.

Options: You can add one or more product IDs for this filter. Type the product ID and hit enter to add it. Repeat to add additional product IDs. Choose one of the following options:

  • Any—limits to posts that contain one or more of the product ID tags provided.
  • All—limits to posts that contain every product ID tag provided.
  • Exists—limits to posts that contain at least one product ID tag. This selection does not require a tag input.
  • Doesn't exist—limits to posts that do not contain any product ID tags. This selection does not require a tag input.
 
Featured Posts Description: Filters content based on the presence or absence of a feature flag.

Accepts multiple values: No.

Options: You can select one of the following options:

  • Don't filter by featured content—does not apply any filtering based on feature status.
  • Featured—limits to posts marked as featured content.
  • Not featured—limits to posts not marked as featured content.
 
Displays

Description: Limits to content with any, all, or none of the specified display tags.

Accepts multiple values: Yes.

Options: You can add one or more display tags for this filter. Type the tag and hit enter to add it. Repeat to add additional display tags. Choose one of the following options:

  • Any—limits to posts that contain one or more of the display tags provided.
  • All—limits to posts that contain every display tag provided.
  • Exists—limits to posts that contain at least one display tag. This selection does not require a tag input.
  • Doesn't exist—limits to posts that do not contain any display tags. This selection does not require a tag input.
 
Moderation Status

Description: Filters content based on its moderation status.

Accepts multiple values: Yes.

Options: You can select one or more of the following statuses for this filter:

  • Uninitiated—posts that have had no moderation activity.
  • Approved—posts approved through manual or Bazaarvoice moderation.
  • Rejected—posts rejected through manual or Bazaarvoice moderation.
  • Sent—the permission request was sent, but the author hasn't replied.
  • Pending—the permission request was sent, but the author hasn't replied.
 
Moderation Tags

Description: Filters content based on its moderation tags.

Accepts multiple values: Yes.

Options: You can select one of the following options for this filter:

  • With any of these—the post contains any of the tags specified in the text box. You can add multiple terms or keywords by entering the value and pressing enter. Repeat to add multiple values.
  • With all of these—the post contains all of the tags specified in the text box. You can add multiple terms or keywords by entering the value and pressing enter. Repeat to add multiple values.
  • With moderation tag—the post contains a moderation tag.
  • Without moderation tag—the post does not contain a moderation tag.
 
Languages

Description: Filters content by language.

Accepts multiple values: Yes.

Options: You can add one or more languages for this filter. Scroll to find the language or type it to narrow the options. Select the language to add it. Repeat to add additional languages.

You can also select to filter by Unsupported Languages (posts in languages that you cannot filter on individually) and Undetected Languages (posts in languages that cannot be identified). For example, it may be useful to search for posts in English, but also for posts in undetected languages, which may include posts with little to no text, or posts comprised of emojis.

 
Media Type

Description: Limits to content containing a video or photo.

Accepts multiple values: Yes.

Options: You can select one or more of the following options:

  • Has photo—posts containing a photo.
  • Has video—posts containing a video.
  • Has photo or video—posts containing a photo or video.
  • Text Only—posts that do not contain photos or videos.

Tip: This filter is useful for removing text-only posts from your collection or view.

 
Text

Description: Limits to posts containing any, all, or none of the specified keywords.

Note:  The search matches on full words only, and abides by the following rules:
  • If you provide a root word, such as a singular noun or unconjugated verb, the search matches all forms of the root word, including plurals and verb tenses.
  • If you provide a plural word, the search matches the plural and singular forms of the word.
  • If you provide a variation of the word that is not plural, such as a verb tense or alternate noun, the search matches the exact variation (and its plural, if applicable) only.
  • If you provide a phrase instead of a word, the search returns partial matches, but the result must start with the first word of the phrase.
Refer to the following table for examples of text filtering.

Query Matches Does Not Match
hit hit, hits, hitting hitman
wonder wonder, wonders, wondering, wondered WonderKid
wondering wondering wonder, wonders, wondered
house house, houses, housing, housed thisHouseRocks!
housing housing house, houses, housed
win win, wins, winning, won BigWin
wins win, wins winning, won
winning winning, winnings win, wins, won
sweet potato fry sweet potato fry, sweet potato fryeees unsweet potato fry, sweet potato fries
sweet potato fr sweet potato fry, sweet potato fryeees, sweet potato fries unsweet potato fry, sweet potato chips

Accepts multiple values: Yes.

Options: Configure the filter to apply when:

  • Any—the post contains one or more of the specified terms.
  • All—the post contains all specified terms.
  • Exclude—the post does not contain the specified terms.

You can enter words manually or in bulk:

  • Manually—You can add multiple terms or keywords by entering the value and pressing enter. Repeat to add multiple values.
  • Allow bulk paste—Enable this option to paste a comma-separated list of words. To create and paste the list:
    1. Create an Excel file.
    2. Enter the values you want to paste within a column. For example, if you want to paste the values "American football", "Brazilian jiu-jitsu", and "Cycling", enter the values as follows:
      Note:  Enter more than one word within a single cell if you want to enter a multi-word phrase. However, do not include a comma within a cell because the phrase would be split by the comma.
      A
      1 American football
      2 Brazilian jiu-jitsu
      3 Cycling
    3. In a blank cell outside the column, enter the formula =TEXTJOIN(",",TRUE,A:A) (where A represents the name of the column that contains your values) to create one cell containing all the values separated by commas.
    4. Copy the cell of comma-separated values.
    5. Back in Curations, paste the values into the text box.
    6. Hit enter.
 
Location

Description: Limits to posts based on a search radius.

Accepts multiple values: Yes.

Options: You can select using the following option:

Filter within a search radius (meters)—the post is within a specified search radius (in meters) of the map marker. To set the location of the map marker, allow your browser to know your location, or click the desired location on the map.

Note: This option limits posts to sources tagged with location data, which at present means only Twitter and Instagram.

 

Save filtered views

You can save filtered views in order to reuse them without having to spend time creating the filter again. To save a view:

  1. Click Custom Filter.
  2. Apply the filters of your choice.
  3. Click Save View.
  4. Provide a helpful name for the view.
  5. Click Save View.

Apply a saved view

To find and apply your saved view after creating it:

  1. Click Custom Filter.
  2. Select your view from the Saved Views dropdown menu.

Edit a saved view

To update a saved view with new filter options:

  1. Click Custom Filter.
  2. Select your view from the Saved Views dropdown menu.
  3. Remove or apply filters as necessary.
  4. Click Save View.
  5. Use the existing name to update the view.

View moderator codes

If you are paying for Bazaarvoice moderation services, you can open a post’s detailed view to determine what codes Bazaarvoice moderators applied to a particular post.

To review moderator codes:

  1. Click the image or video for the post you want to view.
  2. Review the moderator codes in the BV Tagging field.

Universal codes

The following codes describe general Curations information.

Code Description
c Specifies that the codes apply to Curations. This code helps Bazaarvoice employees differentiate between Curations codes and other Bazaarvoice codes, such as Conversations codes.
flm Language does not match the post's expected language, but the post is not rejected.
css Applies a Curations syndication stop on the post, so that the posts is not syndicated.

Moderator rejection codes

When moderators reject a post, they can select these types of codes.

Code Description
cpt Represents a possible copyright violation.
fl Language does not match the post's expected language.
giu Generally inappropriate content (negative, derogatory, discriminatory, nudity, profanity, legally sensitive, etc.).
img Broken image or video links. Videos exceeding 5 minutes in duration.
pmc Poor marketing copy (bad image quality, sideways images, vacuous text, unrelated content, etc.).
spm Spam, reposts, or retweets.
ua Content from or depicting persons under the age of 13.

The following rejection codes are client-specfic, meaning that the exact criteria for rejection varies based on your company’s moderation guidelines.

Code Description
cr Mentions a competitor.
pri Mentions a product price.
dnm Does not meet a client-specific guideline.

Star rating codes

In addition to reviewing the content of a post, Bazaarvoice moderators review a post’s image or video and apply a star rating code to describe the overall quality of the media. You can use these codes to ensure that your displays contain images or videos that meet your quality standards. The following table describes the criteria that moderators use to assign star ratings.

Code Description
1star The subject of the media is unclear. Media appears dark or pixelated.
2star The subject of the media is clear, but the media is grainy, dark, overexposed, or washed out.
3star The media quality is good and in focus, but contains minor flaws such as detracting highlights or shadows in limited areas.
4star The media contains very good composition, image quality, and subject matter, just short of professional quality. There may be a couple very minor flaws in the quality or subject matter of the media.
5star The media is of professional quality and focuses on the correct subject matter.

Product tagging codes

If you are paying for Bazaarvoice product tagging services, moderators may add the following codes to posts.

Code Description
nopid The content is approvable, but the moderator could not identify a relevant product or category ID.
pid The content is approvable, and the moderator was able to identify a relevant product or category ID.
hmp Specifies that the post was sent to Bazaarvoice for moderation. Depending on your user privileges, you may not see this code.

Approve content you like

Approving content is the first step to getting your collected content onto your site. Approving content can initiate the permission request process and any applicable rules affecting approved content.

To approve multiple posts:

  1. Click the round checkbox in the corner of the post. This opens bulk selection mode and a blue options bar appears.
  2. Click the checkbox for each post you want to approve.
  3. In the options bar, click to approve the selected posts.

You can also approve posts individually by clicking at the bottom of the content card or clicking the post’s image or video to open its detailed view. From here you can click to approve the post.

Discard unwanted content

You don’t have to reject content since only actively approved content can display on your site. However, you can reject posts to clear them from view. You can also change a post’s moderation status from approved to rejected.

To reject multiple posts:

  1. Click the round checkbox in the corner of the post. This opens bulk selection mode and a blue options bar appears.
  2. Click the checkbox for each post you want to reject.
  3. In the options bar, click to reject the selected posts.

You can also reject posts individually by clicking at the bottom of the content card or clicking the post’s image or video to open its detailed view. From here you can click to reject the post.

Recover discarded content

If you accidentally rejected a post, you can recover it from the Rejected bin.

To recover a discarded post:

  1. Open the View pane and click Rejected.
  2. Find the post you want to recover.
  3. Click at the bottom of the content card to restore the post and set its moderation status to approved.

Add labels

You can use labels to categorize content and create relationships between posts without affecting your displays. A common use for labels is marking content used for a specific campaign.

To add or remove labels for multiple posts:

  1. Click the round checkbox in the corner of the post. This opens bulk selection mode and a blue options bar appears.
  2. Click the checkbox for each post you want to modify.
  3. In the options bar, click to open the label editor.
  4. Choose either Add or Remove.
  5. Type the label and hit enter. Repeat to include multiple labels. The editor adds or removes labels from the selected posts as you enter them.
  6. Close the label editor when finished.

You can also edit labels for individual posts by clicking at the bottom of the content card or clicking the post’s image or video to open its detailed view. From here you can enter new labels in the Labels section or remove existing labels by clicking x on the label .

Feature content

You can feature a post to distinguish it from other posts within a display in a number of ways, like displaying it ahead of new content in your Curations display.

Note: If you feature a post it will be featured in every display where it appears. A post cannot appear in multiple displays but only be featured in some of them.

To add or remove the feature attribute for multiple posts:

  1. Click the round checkbox in the corner of the post. This opens bulk selection mode and a blue options bar appears.
  2. Click the checkbox for each post you want to modify.
  3. In the options bar, click to add or remove the feature attribute from posts.

    Note: This action toggles the featured state. If you've selected posts with mixed states, clicking once will feature all selected posts.

You can also add and remove the feature attribute for individual posts by clicking at the bottom of the content card.

Add comments to posts

You can add comments to any post in the Content manager. You can use these comments to highlight ideas or communicate strategies about using a post to other members of your company. For example, an employee can use comments to explain why they think a post is well-suited for a sweepstakes campaign, and their manager can review their suggestions and then label or tag the appropriate posts for display.

Note:  Comments are internal only and do not display through external channels. You cannot search or filter posts based on the comments attached to them.

To add a comment to a post in the Content manager:

  1. Click a post’s photo or video to open its detailed view.
  2. Add your comment in the Comments text area.
  3. Click Save Comment.

Route to display

Tell Curations where you want content to display on your site by adding display tags. The display tag is the key to routing content to a specific display. Each display template has a unique ID and will only display content tagged with this ID.

You can find your display tags by asking your Bazaarvoice Engagement Manager for a list of display IDs or inspecting a display’s integration code. The display ID is the value of the data-bv-display-tag attribute in your Curations div element.

To add or remove display tags for multiple posts, open the Manage section of the Curate tab and do the following:

  1. Open the Approved or New view.
  2. Click the round checkbox in the corner of the post. This opens bulk selection mode and a blue options bar appears.
  3. Click the checkbox for each post you want to modify.
  4. In the options bar, click to open the display tag editor.
  5. Choose either Add or Remove.
  6. Type the display tag and hit enter. Repeat to include multiple display tags. The editor adds or removes the tags from the selected posts as you enter them.
  7. Close the display tag editor when finished.

You can also edit labels for individual posts by clicking at the bottom of the content card or clicking the post’s image or video to open its detailed view. From here you can enter new display tags in the Displays section and remove existing tags by clicking x on the tag .

Identify products

You could tag products as you approve or moderate content, but we recommend waiting until after you’ve secured permission from the content authors. Identifying products in images can be time consuming, and we’d hate for you to waste your time and effort on content that you ultimately can’t use.

After you approve Twitter and Instagram content, Curations sends the author a permission request message. If the author grants permission, the content moves to the Approved view in the Content manager. This view makes it easy to find content that needs a product ID—just open the Non-shoppable section. Note, however, that the Approved view does not include content tagged with a display tag, so posts in this view are not ready for display. You can also find content that may need product tagging in the Non-shoppable section of the Displayable view.

To add or remove product ID tags for multiple posts, open the Manage section of the Curate tab and do the following:

  1. Open the Non-shoppable section of the Approved or Displayable view.
  2. Click the round checkbox in the corner of the post. This opens bulk selection mode and a blue options bar appears.
  3. Click the checkbox for each post you want to modify.
  4. In the options bar, click to open the product ID editor.
  5. Choose either Add or Remove.
  6. Search for products using the product name or product ID. Click a product in the search results to make a selection. Repeat this process to include multiple products.
    Tip:  Don't see your product in the search results?
    • The search queries active products from your most recent product feed. If a product is not included in your feed or has been marked as inactive, then it does not display in the search results.
    • After you add a product to your product feed, it appears in Curations search results approximately 72 hours later.
    • The search queries the Name and ExternalId elements belonging to a Product in your feed.
  7. All included products appear in the Selected tab. When you are done adding products, click Save. The editor adds or removes product IDs from the selected posts.

You can also edit product IDs for individual posts by clicking at the bottom of the content card or clicking the post’s image or video to open its detailed view. From here you can enter new product IDs in the Product IDs section and remove existing ones by clicking x on the product ID .