This is the definitive guide to creating rules on Scup
What are rules, though?
Rules make things easier. On Scup, you can register an action to be applied to a particular condition, for example:
- Whenever a gathered mention has the word DELIVERY, automatically tag it with the tag Logistics;
- Whenever a mention is gathered by a search of private messages and has the word URGENT, automatically apply the tag Attention and send an alert to the email firstname.lastname@example.org;
- On weekends, when my monitoring gathers mentions of the Vatican from Twitter (news_va_br), I want them to be automatically classified as positive, tag the Pope, and that an alert be sent to my email.
These are just a few examples that can be used. From here on out, we will see each of the conditions and some examples step by step.
How do I begin creating a rule?
First, you need to go to the menu, under Settings > Rules
This menu contains the created rules. To add a new rule, just click the button below.
Rules are divided up into four steps: Searches, Conditions, Action, and Time.
Step 1: Choose the searches
Once the search has been chosen, click 'next step'.
Step 2: Including the rule's conditions
Using rules for text, users, minimum number of followers or views, and user exceptions.
Whenever more than one condition is selected, you need to indicate whether the conditions are to be simultaneous or if they can occur separately. See below:
I crated a rule for automatically classifying all mentions gathered that contain the word 'Problem' or the word 'protest' as NEGATIVE.
With that done, I now need to report whether the two words need to appear as the same words or if the rule has to take effect when the term includes either of the two words.
Here are some examples of each of the conditions:
CONTAINING THE EXACT EXPRESSION
Scup will check all references to a search for a specific word or phrase. The word or expression needs to be exact, VOLKSWAGEN is one thing, WOLKSVAGEN is another.
- With the word PERFUME > add the tag Cosmetics
- With the word or sending > add the tag Logistics
- With the expression used CAR > add the tag Used
WITHOUT THE EXACT KEYWORD
Scup will check all items that DON'T CONTAIN the specified word or phrase.
Without the word Credit > add the tag Debit
Without the expression Wildflowers > ignore
BY THE USER
A particular action will be applied when mentions of a specific user are collected.
Note: You do not need to type @ for Twitter users. For Facebook users, you should include the user ID and not the name of the user on the network. For example, on Facebook, my name is Deco Boaretto, but the rules are that I use my ID, which is abcdeco.
- With SCUP users > set the feeling to Neutral
- With SCUP users or ABCDECO > set users to the feeling of neutral and the content tag
- With DILMABOLADA users > Ignore
WITH THE MINIMUM NUMBER OF FOLLOWERS
You choose which action is to be applied when a mention is gathered from Twitter, of which the number of user followers is the minimum specified.
- Users with at least 1,000 followers > apply the influence tag
- Users with at least 50,000 followers > sent alerts via email
WITH THE MINIMUM NUMBER OF VIEWS
If you have Youtube searches, you can create a rule for action to be applied when a video has a minimum number of views.
- With a minimum of 1000 views > send an alert via email
- With a minimum of 5000 views > apply the Important tag and send an alert via email.
EXCEPT THE USER
This condition helps to reinforce action excluding any particular user. Normally used to delete the user from your Fanpage / Twitter. It is more often used with other conditions.
- With the expression COMPLAINT and the exception of user ABCDECO > apply the Service tag (the tag will be applied to all mentions, except mentions on my profile)
- With the exception of the SCUP user > the Content tag will be applied (All mentions increase in content to do with the brand with fewer mentions of the Scup user)
Using rules for Percentage
You can create actions that will be applied to a certain number of mentions.
- For approximately 5% of items > apply the Sample tag
- For approximately 80% of items > ignore (in this case, only 20% of items will be collected).
Step 3: Choose which actions should be applied automatically.
After going through the first two steps choosing the search in which the rules are to be applied and which conditions are to be met, you'll need to register the actions that are to be applied when the condition is found.
There are four types of action. They can be registered separately (for example, a rule just to set a negative sentiment), or registered simultaneously (for example, a rule that sets a negative sentiment and adds the Attention tag).
See each action below:
Define the sentiment:
Choose the sentiment that is to be applied when the condition is found in the previous step. positive, neutral, negative, or Mixed (mixed sentiments should be indicated in the menu under Configurations > Monitoring). If you want to apply this sentiment to items which have already been collected (up to a limit of 25,000 items), just select "Execute this rule for 25,000 collected items"
Here is where you choose which tags are to be applied automatically.
Just click on the tag. If your intention is to add more than one tag, select all of the desired tags while holding the Ctrl key. If you want this/(these) tag(s) to be added to collected items up to a limit of 25,000 items), just select "Execute this rule for 25,000 collected items"
Send an alert:
One of the actions can send an email to any particular address. You can register as many emails as you need to. Separate them with commas. For example, every time you collected a mention with the word Fire, send alerts to email@example.com, firstname.lastname@example.org, email@example.com
You can decide to ignore certain items based on the condition which selected in the previous step.
What is sequence tagging? For the companies that want it, sequence tagging can be a great option. When tagging in sequence, you choose which tags are to be applied and in what order. For example, I add the tag Complaint in all items collected after the Content tag is added. These tags are added in a sequence when mentions are collected. Change as needed.
Step 4: Choose the days and times during which the rule will be in effect.
For this last step, advise Scup on when the rules are to be in effect. In most cases, we want the rules to be in effect all day, everyday, but cases do arise in which you'll want a specific rule to be in effect on Saturdays only, for example.
Let's suppose that you're going to follow up on your monitoring closely during the work week, but on weekends you want to receive an email if a particular word is found in a mention.
For that, you can just add a rule so that it starts when you need it to!