Set up topic conditions (filters) once and mentions in this topic will be filtered automatically.
Automate processes using Rules
Sentiment markup
Example: Automatically mark all posts from your official social media pages as neutral to avoid skewing the results of your sentiment analysis.Marking mentions as "Processed"
Example: Automatically send mentions from your official social media pages to the "Processed" folder.Deleting mentions
Example: Delete all commerce-oriented mentions from social media, but leave posts from other sources.Tagging mentions
Example: Automatically assign a tag to mentions to distinguish certain categories from the stream.Send to integrated service
Example: Automatically send mentions with a negative sentiment to the chat in Slack for quick reaction.
How to create a new Rule
You can automate mention processing in two ways:
- from the Automation section
-directly from the Mention stream
1) In the mention stream, select the conditions (filters) that you would like to automate. For example, you can mark all mentions from your official page as processed.
2) Click "Select all" above the mention stream.
3) Select "Create rule with this filter."
☝️ A rule can have any filters available in the topic, except for tags.
4) In the pop-up window that appears, select "Add action".
5) Choose the action you want to automate from the dropdown menu (you can select multiple rules at once). For example, choose "Mark processed".
💡 On the right, you can easily see examples of mentions with your chosen filter.
6) Choose which mentions you want to apply the rule to (only new ones or both new and already collected). Select "Apply".
🎉 All done! Now all new mentions from your official page will be automatically marked as processed.
💡The number of rules you can create is unlimited.
Modifying Rules
You can edit a rule whenever your automation needs change.
In the Automation section: Click the "Edit" (pencil) icon next to any rule to change its conditions or actions;
In the Mention stream:
1. Go to "Settings" in your topic;
2. Rules section;
3. Select the rule you want to edit and click on pencil;
4. Make the necessary changes and click Apply.
☝️ The changes you make will take effect from the moment of application only for new mentions.
Deleting Rules
If a rule is no longer needed, you can remove it in two ways.
In the Automation section: Click the "Remove" (trash bin) icon next to the rule;
In the Mention stream:
Filtering Rules
To quickly find the right rule among many, use these two methods:
In the Automation section: Use the search bar or filter by Search, Topics or Actions;
In the Mention stream by:
Search: Find rules by keyword;
Action: Filter by the type of automation (e.g., Tagging, Deleting);
Rule Name: Sort or search by the rule's title;
Last activity: Filter by the date of creation or last update.
Have more questions about working with Rules? Send us a message via chat, and we would be happy to help! :)