Streamline your daily workload by creating custom rules to automatically tag, adjust sentiment, or hide mentions in your Explore results based on the presence or absence of specific keywords.
Additionally, create rules to accelerate your workflow in Engage with Automation for tagging, sentiment change, and hiding posts.
This article will cover:
Note: An early version of this feature was released in June for Engage users to apply rules to messages in Conversations. Customers with both Engage and Explore will be able to choose the type of content they want their rules to be applied to.
Automation Overview
Click the Content drop-down in the left-hand navigation bar
Select Automation
Any existing rules will appear in the table. The table includes search and sorting options. Columns include:
Name - name of the rule
Summary - description of the rule
Last edited by - the last team member to save changes to the rule
Type - the rule type
Last edit - the day and time of the last saved edit
Creating Rules
Click the Content drop-down in the left-hand navigation bar
Select Automation
Select Create Rule
Fill out the following fields
Title - give your rule a unique title so you and others know it’s purpose
Description - provide additional context on the purpose of the rule
Select social accounts - select from your connected owned social accounts. These are the same accounts available in all other areas of Engage (Publish, Conversations, Measure)
OR Select Explore Search - select from your saved Explore searches.
Specify the criteria, conditions, keywords, and phrases
If an incoming message
Includes words or phrases - applies rule if any defined word or phrase is in the message
Does not mention words or phrases - applies rule if any defined word or phrase is NOT in the message
Conditions
All - ALL words or phrases must be present in a message to apply the rule
Any - ANY word or phrase may be present in a message to apply the rule
Keywords and phrases
Specify the action(s) that should automatically take place
…then take this action
Apply Tag - when the criteria selected in Step 5 match, automatically apply a tag to the message
Change Sentiment - when the criteria selected in Step 1 match, automatically change the sentiment of the message
Hide Post - when the criteria selected in Step 1 match, automatically hide the message on the native channel
Note: You can add multiple actions to a single rule. For example, when a message matches the criteria, Apply tag, Change sentiment, AND Hide post.
Click Create
Limitations for Owned Social Accounts
Hiding and Deleting
You can hide Facebook, Instagram, and LinkedIn Comments and Replies
Note: For LinkedIn, “Hide” will completely delete the native post.
All other social channels will NOT hide/delete (Google Business, TikTok, X, YouTube)
Note: Hiding Posts does not include direct messages (DMs).
Editing Sentiment
You can't edit sentiment for YouTube and TikTok (they don't allow us to detect sentiment at all - all will reflect "Not rated")
You can edit sentiment on all other social channels.
Note: Automation doesn’t work retroactively.
Editing and Deleting Rules
Editing Existing Rules
Click the Content drop-down in the left-hand navigation bar
Select Automation
Hover over the rule you want to edit
Click Edit
Deleting Existing Rules
Click the Content drop-down in the left-hand navigation bar
Select Automation
Hover over the rule you want to edit
Click Delete
💡 Tip
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