If you’re brand new to Curations and haven’t collected any content yet, this guide will walk you through the steps necessary to find content and display it on your site.

Before you start

You need to complete a few tasks not covered by this guide before Curations can display content on your site. Make sure you do the following before you begin:

Step 1: Set up sources

Sources tell Curations what kind of content to collect and where to find it. It powers an ongoing search for content from a channel like Instagram or Twitter. A source can pull all content from a specific author or page, or search the channel for posts containing a hashtag, keyword, or mention of your company.

Open the Collect tab to view the Source manager. Then do the following to add a new source:

  1. Click Add source.
  2. Under Query, select a Channel.
  3. Select the Type. You can search for specific authors or for posts containing keywords or hashtags.
  4. In the Search field, enter the search term.
    • For author searches, enter the author’s username. Don’t include @ before the username.
    • For text searches, enter the keywords or hashtags.
    • For Instagram hashtag searches, enter the hashtag. Then, select an Instagram Business account to link the hashtag to. Each account is limited to 30 hashtag sources at a time.
    • For location sources, refer to the location instructions.
  5. Click Preview to find existing content and display it in the preview pane.
  6. Click Save source to save and add the new source.

Learn more about sources in the Managing sources guide.

Step 2: Get author permissions

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.

For Curations to send author permission request messages for you, you need to do three things:

  1. Connect an account.
  2. Create a persona, or profile, for the account.
  3. Add your terms and conditions.

Here’s how to do that.

Connect an account

To connect an account, open the Connections section of the Engage tab and do the following:

  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.

Create a persona

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.

To create a persona, open the Personas section of the Engage tab and do the following:

  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.

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.

Refer to the following requirements and best practices.

Twitter

Requirements:

  • Limit message templates to 280 characters or less.
  • Begin messages with the @{name} variable. Do not include punctuation, such as commas, immediately before or after the @{name} variable.
  • Include the @ character before the {name} variable.
  • Include the {agree} and {terms} variables in the body of the tweet.

Best practices:

  • Limit messages to about 245 characters or less. Twitter limits messages to 280 characters and the terms and conditions URL consumes 23 characters, regardless of actual length. A long username and value for the agree variable can push you past the character limit, so aim for short and simple.
  • Shorten terms and conditions to T&Cs before the {terms} variable, for example: T&Cs {terms}.
  • Use all caps sparingly, if at all.
  • Use a URL shortener if you include a link.

Example:

@{name} Great shot! We'd love to feature your post on our site. Respond {agree} if you agree. T&Cs: {terms}

Instagram

Requirements:

  • Include the {name}, {agree}, and {terms} variables in message templates.
  • Spell out terms and conditions before the {terms} variable, for example: Terms and conditions {terms}.

Best practices:

  • Don't start messages with hey, hi, or wow.
  • Don't include the @ character.
  • Use all caps sparingly, if at all.
  • Use a URL shortener if you include a link.

Example:

Great shot, {name}! We'd love to feature your photo on our site. Would that be ok? Just respond with {agree} if you agree. Our terms and conditions are here: {terms}

Add your 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.

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.

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.

Learn more about author permissions in the Asking authors for permission guide.

Step 3: Create rules

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. For additional help, you can add services that let the Bazaarvoice team handle some moderation and product tagging tasks.

To create a new rule, open the Content Rules section of the Curate tab and do the following:

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

    Caution: The rule will only apply to posts that meet the requirements of every filter configured. When a filter accepts multiple values, posts only need to match one value 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 in Managing content automatically with rules.

  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
    Auto-label

    Description: Adds specified labels to posts.

    Accepts multiple values: Yes.

    Options: This action can apply one or more labels to posts. Type the label and hit enter to add it. Repeat to add additional labels.

    Auto-product tag

    Description: Adds specified Product ID tags to posts.

    Accepts multiple values: Yes.

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

    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: The Bazaarvoice team will approve and reject content, based on your company's guidelines.

    Accepts multiple values: No.

    BV Product identification / tagging

    Description: The Bazaarvoice team will identify products in posts and add the appropriate Product ID tag.

    Accepts multiple values: No.

    Feature post(s)

    Description: Mark the post as featured.

    Accepts multiple values: No.

    Use special author permission settings

    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 author permissions—does not initiate author permissions, so no permission request messages are sent to authors.
    • Use custom 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.

  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.

For more information, refer to Managing content automatically with rules.

Step 4: Manually approve and manage content

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, which you can find in the Manage section of the Curate tab.

Approve

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 or services 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.

Label

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

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.

Step 5: Tag content for display

Now you need to route content to the displays on your site. You could do this in the previous step as you initially go through content, or you could do it after authors grant permission as this workflow suggests.

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 .

Step 6: Tag for display on product pages (optional)

When a display requires a product ID, posts must include an accepted product ID to appear in that display. Display templates for product pages almost always require a product ID. You can check if a display requires a product ID by inspecting its integration code. If it includes the data-bv-product-id attribute, then only content with an accepted product ID will appear in that display.

Which combinations of display tag and product ID enable display?

 Non-PDP displayPDP displayNo display tag
Product ID

needs display tag

No product ID

needs product ID

needs display tag

needs product ID for PDP display

Tag products

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 .