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:
    ActionDetails
    Label post

    Description: Adds or removes specified labels from posts.

    Accepts multiple values: Yes.

    Options: This action can apply or remove one or more labels from posts. Type the label name and hit enter to insert it in the appropriate field. Repeat to add or remove additional labels.

    Product linking

    Description: Adds or removes specified Product ID tags from posts.

    Accepts multiple values: Yes.

    Options: This action can apply or remove one or more Product IDs from posts. Type the Product ID and hit enter to insert it in the appropriate field. Repeat to add or remove additional Product IDs.

    Feature post(s)

    Description: Marks or removes posts as featuredFeaturing a post lets you distinguish it from other posts in a number of ways, like displaying it ahead of new content in your Curations display..

    Accepts multiple values: No.

    Options: You can select either Feature or Don't Feature to start featuring or stop featuring a post.

    Auto-moderate

    Description: Sets the moderation status to approved or rejected.

    Accepts multiple values: No.

    Options: You can select either Approve or Reject for this action.

    BV Moderation

    Description: Marks content for Bazaarvoice moderation.

    Accepts multiple values: No.

    Options: None.

    BV Product identification / tagging

    Description: Marks content for Bazaarvoice product tagging.

    Accepts multiple values: No.

    Options: None.

    Author permission

    Description: Overrides default author permission settings and uses the specified settings instead.

    Accepts multiple values: No.

    Options: You can opt to bypass your default author permission settings by enabling this action and selecting one of the following:

    • Bypass—does not initiate author permissions, so no permission request messages are sent to authors.
    • Use Personas—overrides default author permission settings and uses the specified persona for permission request messages and (if applicable) terms and conditions.

    Caution: Only bypass author permission settings when you have explicit and continual permission from an author to use their content, such as with your company's Twitter or Instagram account.

    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:

 

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.

 

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).