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How to set up Automated Moderation in the Inbox
How to set up Automated Moderation in the Inbox

Define a set of automated rules to automatically assign actions to Inbox items.

Updated this week

The Automated Moderation feature within the Inbox allows users to create customized rules that will apply to Inbox items. The rules will apply to Inbox items that match specific conditions and can automate the actions within the Inbox.

Automated Moderation allows less time to be spent on administrative tasks within the Inbox and more time to be spent on actively engaging with your social media following. Examples of how the Automated Moderation feature can be used are available here.

In this article we will outline:

Please Note: Users profile-level Admin, Editor and Moderator permissions may create and manage Automated Moderation rules.



How many Automated Moderation rules can be created?

Automated Moderation is available for all plans (except the Free plan). The number of rules associated to your organization depends on your subscription plan:

  • Tailored - Unlimited

  • Advanced - 1

  • Professional - 1

  • Standard - 1

If your plan is not included above or you would like to increase the number of Automated Moderation rules for your organization, please feel free reach out to us here.


How to create an Automated Moderation rule

Automated Moderation is configured within the Automated moderation settings, within the Profile settings for each social profile.

There are two ways to access these settings:

  1. Click on the Automated Moderation icon within the Inbox

  2. a) From the Inbox, access the Organization settings
    b) Expand the Social profiles settings
    c) Click on the relevant social profile
    d) Select the Automated Moderation sub-menu

Please Note: Automated Moderation is configured per social media profile.

In the Automated moderation settings, you can create an Automated Moderation rule by following these steps:

  1. Click on the + Create automated rule key

  2. Select + Create a rule from scratch
    or
    Create a rule from existing templates by choosing Use this template

  3. Enter a name for the moderation rule

  4. Enter the conditions for the moderation rule*
    Multiple conditions is available for users on a Tailored plan

  5. Select an action to apply to Inbox items that meet the conditions**
    Up to 6 actions can be added per rule

  6. Click Save rule

* Automated Moderation conditions include:

  • Text includes keywords

  • Text contains only mentions

  • Text contains only emojis

  • Text contains a link

  • Text contains an email

  • Text word count

  • Inbox item type

Note: Multiple keywords can be entered into Automated Moderation rules by adding a comma between them.

** Automated Moderation actions include:

  • Hide an Inbox item

  • Remove an Inbox item

  • Assign an Inbox item

  • Label an Inbox item

  • Review an Inbox item

Note: Hide and Remove actions are only available on some networks. More information can be found here.



How to manage Automated Moderation rules

Automated Moderation rules can be managed within the Automated moderation settings.

How to edit an Automated Moderation rule

To edit an Automated Moderation rule from the Automated moderation settings:

  1. Click on the chosen rule

  2. Make any required changes to the rule

  3. Click Save rule

How to delete an Automated Moderation rule

To delete an Automated Moderation rule from the Automated moderation settings:

  1. Click on the chosen rule

  2. Select the Delete rule icon

  3. Confirm deletion by clicking Delete rule in the pop-up

How to disable or enable an Automated Moderation rule

Automated Moderation rules can be turned off and on in the Automated moderation settings by following these steps:

  1. Disable a rule by deselecting the toggle next to the rule

  2. Enable a rule by selecting the toggle next to the rule

How to set priority for Automated Moderation rules

If multiple Automated Moderation rules have been configured, it is possible that mutliple rules could apply to the same Inbox item. Priority can be set for Automated Moderation rules to establish which rule should be applied to Inbox items matching multiple rules.

Automated Moderation rules appear in order of priority within the list of rules in the Automated moderation settings. To change priority for an Automated Moderation rule:

  1. Select the up arrow next to a rule in order to increase priority

  2. Select the down arrow next to a rule in order to decrease priority||

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