Automated Actions are basically a simple set of rules you can use to automate the process of assigning tags and sentiment to your mentions.
Rather than browsing through your mentions and manually adding a tag and/or changing the sentiment, the tool will now automatically do it for you.
You can access Automated actions from the main menu at the top of your feed.
How to set up Automated Actions
Setting up Automated Actions is a very straightforward and simple process that should take no longer than a minute or two. To start, look for the new Automated actions button in your toolbar, next to the Alerts.
This is where you can add new Automated actions and see a list of ones you created.
Now it’s time to click on the green Add Automated action button. This will prompt a dialogue box to open up and start the setup process.
At the very top of the dialogue box is the title field. The title is simply a label that helps you easily navigate your Automated actions. By default, every Automated action is untitled. To customize it, click on the title field and enter the title of your choice.
We recommend it to be something that resonates with the goal of an action you are about to set up. If you, for instance, track online feedback about your product or service and wanted to focus specifically on online reviews, you could set an Automated action titled ‘Reviews’.
Let’s move on to the first step of setting up your Automated action – creating rules.
#1 Set rules
To create an Automated action, you firstly need to define a certain rule (or a few of them). By doing so, you basically tell the tool which criteria a mention needs to meet in order to apply a tag or sentiment of your choice.
There are three options to add:
A keyword or a phrase
Please note that the mention author refers to the name of a specific social media or profile, not its handle. Hence, when entering an author, you would simply type in ‘Mediatoolkit’, for example, and not ‘@mediatoolkit’.
You can set multiple options simultaneously and add more than one keyword, author, and website for the same rule. As a result, any of the terms you entered will trigger a set action, which we’ll cover in detail in the next step of this process.
#2 Trigger action(s)
As we already mentioned, there are two options that can be automated: tagging a mention and setting a certain sentiment. We call them Trigger actions since they will only be applied if the criteria you set in the first step are met.
You can choose to trigger just one, or both actions at the same time, depending on your goals. To do so, click on the Add action and select your desired trigger in the dropdown menu.
By selecting Set sentiment, you can further choose between positive, negative, and neutral.
When it comes to the Tag mention option, you can add preexisting tags or create new ones.
If we were to track online feedback on our product or service and wanted to focus only on the negative feedback, we could set the tool to assign both a negative sentiment and a ‘Negative user feedback’ tag to those mentions.
Now, on to the third step!
#3 Select feed
After you’ve decided on the rules and trigger actions, it’s time to apply them to the selected feed(s) or globally for your organization.
Selecting a specific feed source (or a number of them) means you can choose from any existing query or folder in your account.
On the other hand, the Global option allows you to apply the Automated action for all present queries across your feed, as well as all future queries you add. Basically, this option covers everything you track and will automatically be applied to any new query.
Finally, there is the option to Apply to old mentions.
Apply to old mentions
By default, an Automated action will apply to new mentions only, starting from the point of its creation. If you want to apply it to the mentions gathered prior to that point as well, make sure to check the Apply to old mentions box.
When that process is in progress, you’ll see a clock icon next to the newly created Automated action.
If you hover your mouse over the clock icon, you’ll see a percentage of old mentions processed.
There is no time or mention limit to the retroactive application of Automated actions, but the length of the process will depend on the amount of data in your feed. When it’s done, the icon will simply diminish.
If you decide to edit the Automated action you applied, you’ll see the indicator at the bottom of your screen, below the Automated action in question. During that time, you won’t be able to re-edit the Automated action, but you can delete it.
Important things to note:
Deleting an automated action does not remove tags or sentiment from mentions.
An Automated action can’t be edited while it’s being applied to old mentions.
There is no undo button – you will need to manually untag mentions.
To find out more information on how to set sentiment with Automated Actions, see this video:
Check this video to find out how to tag mentions with Automated Actions: