Rules lighten your workload by letting Curations automate tasks like rejecting content with profanity, assigning labels to posts, or approving content from trusted authors.

While you can create an entirely custom set of rules to fit your needs, there are some rules we recommend most Curations clients create. These rules are a great way to start automating common tasks and sending content to display.

This topic provides summaries of the content and display rules Bazaarvoice recommends for most clients. Refer to the Managing content automatically with rules and Route content to display automatically topics for detailed instructions on creating content and display rules.

Note: Bazaarvoice provides a suggested name for each recommended rule. While you can use your own naming convention if you have a strong reason to do so, we recommend using the suggested names to achieve alignment with how Support representatives refer to the rules.

The Core 9

The Basic 4

The Core 9

Bazaarvoice recommends the following nine content rules, referred to as the Core 9, for organizing content from different social channels and routing it through the appropriate steps required before display, such as moderation, approval, and product tagging. Go to Curate > Content Rules to add content rules.

1 Reject Profanity

All accounts have an English profanity filter enabled by default. This rule is usually called “Reject Profanity”, and it includes a comprehensive list of English words that most companies find undesirable. To view the list of auto-rejected words, you can edit the rule or click on the Filters column in the Rules manager.

In addition to the default profanity list, your particular company may have additional words that you want to prevent from displaying, such as profane words in other languages, or undesirable English terms that may not necessarily be considered profane. In this case, you can auto-reject posts based on the additional profane or unwanted words by creating additional profanity rules. The rules will automatically reject all posts that contain the words you specify.

Rule details

Suggested name Filters Rule actions
1 Reject Profanity language or category
Example: 1 Reject Profanity French
Text > Any > profane words
Tip: You can filter for multiple words or phrases within the same rule, as well as bulk paste multiple entries at a time. Refer to the Text description in the Available filters topic for additional usage tips.
Auto-moderate > Reject
Label post > Add labels > profanity
Note: Create separate profanity rules for each language supported by your personas.

2 AP Bypass by Author

This rule bypasses the author permission request process required by Instagram and Twitter. Apply this rule to your company’s official Instagram or Twitter accounts, or to the accounts of brand influencers that your company has a relationship with.

Rule details

Suggested name Filters Rule actions
2 AP Bypass by Author Author Name / Handle > Any > author's handle Author permission > Bypass
Label post > Add labels > authorbypass
Note: Include separate queries in your author filter for each unique, case-sensitive spelling of an author handle. For example, if you want to whitelist an author whose handle is "ClientName" on Twitter and "clientname" on Instagram, add each author handle as a separate query. If the author uses the handle "clientname" on both Twitter and Instagram, use only one query. If in the second scenario you only want to whitelist the author on Twitter, include a Channel filter with your rule.

3 Brand

This rule dictates how to handle official brand content from your company’s social media accounts. To serve most client use cases, this rule auto approves posts and sends them to Bazaarvoice moderators for product tagging, but you can customize the actions to meet your business needs. The most common change made to this rule is to send posts to Bazaarvoice moderation instead of automatically approving them.

Rule details

Suggested name Filters Rule actions
3 Brand Author Name / Handle > Any > author handles from your social accounts
Media Type > Has photo or video
Auto-moderate > Approve
BV Product identification / tagging
Label post > Add labels > brand

4 Direct Upload

This rule specifies how to handle content collected through the Direct Upload feature. To serve most client use cases, this rule sends posts to Bazaarvoice moderators for both moderation and product tagging, but you can customize the actions to meet your business needs. The most common change made to this rule is to manually review posts instead of sending them to Bazaarvoice moderators for approval. Posts processed by this rule automatically receive the submission-app label and a bypassed Author Permission status.

Rule details

Suggested name Filters Rule actions
4 Direct Upload Labels > With any of these > submission-app
Channels > Custom
BV Moderation
BV Product identification / tagging

5 Instagram Mention

This rule specifies how to handle Instagram content that @mentions any of your official Instagram Business accounts. To serve most client use cases, this rule sends posts to Bazaarvoice moderators for both moderation and product tagging, and specifies which persona to send author permission requests with.

Rule details

Suggested name Filters Rule actions
5 Instagram Mention Text > Any > @accountName
Channels > Instagram
Languages > English
Media Type > Has photo or video
BV Moderation
BV Product identification / tagging
Author permission > Use Personas > persona of your choice
Label post > Add labels > mention
Note: You can include multiple Instagram account mentions within the same rule. However, you must create a separate rule for each persona you want to use.

6 Instagram No Mention

This rule specifies how to handle Instagram content that does not @mention any of your official Instagram Business accounts. These posts are not eligible for automatic author permission requests. You must request author permission manually for these posts using the Manual AP view.

This rule includes posts that have a photo or video and have not initiated the author permission process. To serve most client use cases, this rule sends posts to Bazaarvoice moderators for both moderation and product tagging, and specifies which persona to send author permission requests with. The Manual AP view organizes the posts based on the persona you select.

Rule details

Suggested name Filters Rule actions
6 Instagram No Mention Text > Exclude > @accountName
Author Name / Handle > Exclude > accountName
Channels > Instagram
Languages > English
Media Type > Has photo or video
Author Permission > Uninitiated
BV Moderation
BV Product identification / tagging
Author permission > Use Personas > persona of your choice
Label post > Add labels > nomention
Note: Replace accountName with the name of your official Instagram Business account. If you have more than one, you can exclude multiple Instagram account mentions within the same rule. However, you must create a separate rule for each persona you want to use.

7 Twitter

This rule specifies how to handle Twitter content. To serve most client use cases, this rule sends posts to Bazaarvoice moderators for both moderation and product tagging, and specifies which persona to send author permission requests with.

Rule details

Suggested name Filters Rule actions
7 Twitter Channels > Twitter
Languages > English
Media Type > Has photo or video
BV Moderation
BV Product identification / tagging
Author permission > Use Personas > persona of your choice
Label post > Add labels > twitter
Note: Create a separate rule for each persona you want to use.

8 Other Channels

This rule specifies how to handle content from Facebook, Flickr, Pinterest, Tumblr, Vimeo, or YouTube. These channels do not require author permission requests, so this rule bypasses the process. To serve most client use cases, this rule sends posts to Bazaarvoice moderators for both moderation and product tagging.

Rule details

Suggested name Filters Rule actions
8 Other Channels Channels > Facebook, Flickr, Pinterest, Tumblr, Vimeo, YouTube
Media Type > Has photo or video
BV Moderation
BV Product identification / tagging
Label post > Add labels > other-ugc

9 Product Tagged

This rule adds labels to posts that contain a product ID. If you want a display to include only posts with a product ID, limit the display to posts that have the label applied by this rule.

Rule details

Suggested name Filters Rule actions
9 Product Tagged Product IDs > With product ID Label post > Add labels > tagged

The Basic 4

Bazaarvoice recommends the following four display rules, referred to as the Basic 4, for configuring your displays. The displays are organized by the type of page to include them in. Go to Displays to add displays.

Product Page

This display is recommended for product pages.

Rule details

Suggested name Configure options Define content Display code
Product Page Moderation status > Approved
Author permission status > Bypassed, Approved
Display type > Product page
Review content > Disabled
Feature content > Disabled
Content sorting > Newest to oldest
Media Type > Has photo or video product

Category Page

This display is recommended for category pages.

Rule details

Suggested name Configure options Define content Display code
Category Page Moderation status > Approved
Author permission status > Bypassed, Approved
Display type > Category page
Review content > Disabled
Feature content > Disabled
Content sorting > Newest to oldest
Media Type > Has photo or video category

Homepage

This display is recommended for homepages.

Rule details

Suggested name Configure options Define content Display code
Homepage Moderation status > Approved
Author permission status > Bypassed, Approved
Display type > General purpose page
Review content > Disabled
Feature content > Disabled
Content sorting > Newest to oldest
Media Type > Has photo or video homepage

Campaign Page

This display is recommended for temporary or seasonal campaign pages. To filter for the correct posts, search for terms, hashtags, or labels that relate to your campaign. For example, you might run a campaign that promotes the #gothedistance hashtag. You can include campaign-related posts in this display by using the Text filter in the Display manager to search for “#gothedistance”. Alternatively, you could create a content rule that finds posts related to your campaign and apply a gothedistance label to them. Then, you can use the Label filter in the Display manager to include those posts in your campaign display.

Rule details

Suggested name Configure options Define content Display code
Campaign Page Moderation status > Approved
Author permission status > Bypassed, Approved
Display type > General purpose page
Review content > Disabled
Feature content > Disabled
Content sorting > Newest to oldest
Media Type > Has photo or video
Text >Any > term or hashtag relating to your campaign
Labels >With any of these > label relating to your campaign
campaign