Rules help lighten your workload by letting Curations automate some tasks for you, like rejecting content with profanity, marking specific content for Bazaarvoice moderation, or approving content from trusted authors such as your company’s social media accounts.

When you open the Content Rules section of the Curate tab, you’ll see the Rules manager. Whether you manage your content yourself or use Bazaarvoice services—or both!—rules are an essential tool in your workflow. This topic covers the essentials of working with the Rules manager.

Create a rule

To create a new rule:

  1. Click Create Rule.
  2. Click Filter content › to add filters that will determine the content affected by this rule. The rule will apply to new and existing content, but you can preview the existing posts it affects.

    Note: The rule will only apply to posts that meet the requirements of every filter configured. When an individual filter accepts multiple values, posts only need to match one of those values unless you configure the filter to require all values.

    If you need help with filters, refer to the Filter content section or the list of available content filters.

  3. Click ‹ Filter content to return to the rule menu.
  4. Click Apply actions › to choose the actions the rule will apply to content. For details about the available actions, open the following list:
    Note: Although you can add any number of actions to a rule, if you choose to bypass author permissions, you should place that rule action within its own rule, separate from other rule actions. Refer to the section on bypassing author permissions to learn more.
  5. Click ‹ Apply actions to return to the rule menu.
  6. Click Add description › and add a name and brief description of the rule in the Description text box. This description appears in the Rules manager, beneath the rule’s name.

    Tip: Limit the description and rule name length to a total of 50 characters or fewer. Longer names and descriptions can cause display issues in the table on the Rules manager page.

  7. Click Save.

Bypass author permissions

When you create a rule to bypass author permissions, place the rule action within its own rule, separate from other rule actions. Doing so prevents unnecessary author permission requests from occurring.

For example, consider the following rule actions:

Action 1: Sends content that contains the text flower to author permission.

Action 2: Bypasses author permission for the author FlowerPower.

If the rule actions are within the same rule, a piece of content from the FlowerPower author that contains the word flower may be sent through the author permission process before the bypass action takes effect. However, separating Action 2 into its own rule would always bypass author permission on posts by FlowerPower, thereby preventing unnecessary requests.

Manage existing rules

View all rules

Open the Content Rules section of the Curate tab to view the Rules manager. The Rules manager shows the name and status of every rule, as well as details about any of the following actions, if enabled:

Note:  If a rule does not apply a particular action, the column displays a horizontal line:
  • Name—Shows the name provided when setting up the rule.
  • Filters—Lists the number of filters that apply to the rule. Click the number to view the full list of filters.
  • Moderation—Lists the automatic moderation action that the rule employs. The possible values are:
    • Auto reject—Rejects posts that meet the filter criteria.
    • Auto approve—Approves posts that meet the filter criteria.
    • BV moderated—Sends posts to Bazaarvoice moderation.
  • Label—Lists the labels that the rule applies or removes from posts.
  • Product tagging—Lists the product IDs that the rule automatically applies or removes from posts. In addition, the column may list BV tagged, which means that the rule sends posts to Bazaarvoice for product tagging.
    Note:  A rule can have both automatic product tagging and Bazaarvoice product tagging, meaning that it automatically applies or removes product IDs, but still sends the posts to Bazaarvoice moderators in case other product IDs should be added or removed for reasons not specified in the rule's filter criteria.
  • Author permission—Lists the author permission settings the rule applies. The possible values are:
    • Default—Uses a default persona for author permission requests.
    • Custom persona—Uses a custom persona for author permission requests.
    • Bypass—Bypasses author permission requests.
  • Feature—Shows whether the rule automatically features content. The possible values are:
    • Enabled—Features posts that meet the filter criteria.
    • Disabled—Unfeatures posts that meet the filter criteria.
  • Status—Lists the current state of the rule, and allows you to pause or enable a rule.

Edit a rule

You can edit the filters and description of any existing rule. After you save your changes, the update applies to future content only.

For example, suppose you create a rule that applies the label “pets” to any post with the text “dogs” in it. If you edit the rule, you can change the filter conditions to apply only to posts that have both the words “cats” and “dogs” in them. The label “pets” still applies to any posts identified between the time you created the rule and the time you edited it, but all future posts only receive the “pets” label if they contain both “cats” and “dogs” in their description.

Note:  You cannot edit rule actions. If you need to change a rule's actions, you must create a new rule.

To edit a rule filter:

  1. From the Rules manager, click View rule on the rule you want to edit.
  2. Click Edit filters.
    Tip:  The number in orange displays the number of active filters on the rule. For example, if you have a rule with a filter that searches for approved posts and a filter that searches for specific text, the number displays "2".
  3. Update the rule filters.
  4. Click Save. After your edits apply, the Rules manager appears.

To edit a rule’s description:

  1. From the Rules manager, click the name of the rule you want to edit.
  2. Click Edit description.
  3. Update the description.
  4. Click Save. After your edits apply, the Rules manager appears.

To view a rule’s actions:

  1. From the Rules manager, click the name of the rule you want to review.
  2. Click Review actions.
    Tip:  The number in orange displays the number of active actions on the rule. For example, if you have a rule with an action that sends content to Bazaarvoice moderation and an action that applies a label, the number displays "2".
  3. Review the rule actions. Remember, you cannot edit actions after a rule is created.
  4. Click Back.

Pause a rule

Pausing a rule stops it from executing, but preserves it so you can resume the rule later without having to recreate it.

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

To pause multiple rules at once:

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

Enable a paused rule

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

To enable multiple paused rules at once:

  1. Click the round checkbox next to the paused rule you want to activate. You can select and enable multiple rules at the same time.
  2. In the action bar that appears at the top of the Rules manager, click Enable.

Delete a rule

You can delete rules that you no longer need or want. However, any actions already applied by the rule remain intact.

To permanently delete a rule:

  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 rules at once:

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

Filter content

Content must meet the requirements of all configured filters to be impacted by the rule. When a filter accepts multiple values, posts only need to match one value unless you configure the filter to require all values.

When creating a rule, click Filter content › to open the filter panel where you can choose and customize filters. Applying filters updates the content displayed in the Affected posts pane.

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

Understand which rules take priority

Curations executes rules in a specific order depending on when the rule was created and what rule actions it contains. It helps to understand the order in which rules process so that you don’t create rules that override each other. All else being equal:

  • A rule created before another rule processes first.

However, not all rules are created equal. Rules are processed in three major groups: content rules first, Bazaarvoice moderation services second, and Display manager rules last. Within each group, the available rule actions process within their own sequence. The complete rule processing order is as follows:

  1. Content rules
    1. Reject
    2. Approve
    3. Apply label
    4. Remove label
    5. Feature a post
    6. Unfeature a post
    7. Send to Bazaarvoice product tagging
    8. Send to Bazaarvoice to remove product tagging
    9. Send for author permission
      Note:  Author permission rule actions process before Bazaarvoice moderation rule actions. However, author permission requests do not send unless the post is approved by either Bazaarvoice moderators or someone at your company. Refer to the example scenario for more information.
  2. Bazaarvoice moderation services
    1. Send to Bazaarvoice moderation
    2. Send to Bazaarvoice moderation and product tagging
      Note:  If a post contains rule actions for both Bazaarvoice moderation and product tagging, Bazaarvoice moderators provide both services simultaneously when they review the post, even if the rule actions are contained within separate rules.
  3. Display manager rules
    Note:  Display manager rules process in the order they are created.

Rules processing scenario - Approved versus rejected content

Tip:  Use "Reject" rule actions to remove posts from the available content pool. You cannot overwrite rejections through other rules (you can only do so manually).

“Reject” rule actions process before any other rule actions, and unlike other rule actions, they remove posts from the available content pool. This means that if a post is rejected for any reason, then no other rule actions apply to it, even if the post meets the other rule’s filter criteria.

For example, assume you have a rule that rejects posts if they mention a competitor, and another rule that approves posts if they mention a product tagline. If a post mentions both the product tagline and a competitor, then the post is rejected due to the competitor mention. The post is then removed from the content pool and never approved by the rule searching for the product tagline.

Rules processing scenario - Author permission versus Bazaarvoice moderation

Tip:  Author permission requests send only after a post is approved by either Bazaarvoice moderators or someone at your company.

Author permission rule actions process before Bazaarvoice moderation rule actions when the rule actions are in separate rules. Suppose you create two rules: one rule sends content to author permission, and the other rule sends content to Bazaarvoice moderation. If a particular post meets the filter conditions for both rules, then the author permission request executes before the post is sent to Bazaarvoice moderation. However, the author permission request only triggers for approved posts, meaning the author permission request won’t send until a Bazaarvoice moderator or someone at your company approves the post.

If you include both author permission and Bazaarvoice moderation actions within the same rule, the Bazaarvoice moderation rule action processes before the author permission request. The end effect, however, is the same. Similar to the preceding scenario where the rule actions were in separate rules, the author permission request won’t send unless a Bazaarvoice moderator or someone at your company approves the post.

Rules processing scenario - Label and feature content

Tip:  Ensure that the filter conditions you set to unlabel or unfeature a post do not overlap with the filter conditions that label or feature those same posts.

Rule actions that apply labels or feature posts execute before their counterparts that remove labels or unfeature posts. Because of this, you should make sure that the rules that remove labels (or unfeature posts) do not have filter conditions that overlap with the rules that apply labels (or feature posts).

For example, suppose you create two rules: one rule labels posts with the label, “Promotion”, based on filter criteria X; the second rule removes the label, “Promotion”, based on filter criteria Y. If a post meets the conditions for both filter criteria X and Y, then the “Promotion” label will never apply to it because the remove label rule action will overwrite the apply label rule action. For this reason, you should double-check that your conditions for removing a label can never apply to the posts you want to label (and the same goes for featuring versus unfeaturing).