Brandwatch Rules Masterclass 2015, NY

1. Kelly Autenrieth /Technical Trainer
Discovering Rules

2. Contents
• What are Rules?
• Why are they awesome?
• How can we use them?
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3. HELLO, RULES
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4. Definition
Formal definition
Rules allow you to automatically perform actions on mentions, both in the
future and historically, based on searches and filters that you define
Real life definition
Get to your customized data quicker and blow people away
Let’s say…
You’ve got a query to monitor the chocolate brand, Cadbury. YUM.
You want to understand how people are loving the yearly Creme Eggs.
DOUBLE YUM.
Then, you also want to compare the different flavors (is there a bad one?
Nahhh)
First instinct write new queries for each use case
…But wait a minute write rules for your queries to segment your search
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5. Example
Query
(Cadbury AND country:us)
NOT (discount* OR coupon*)
Rules
Chocolate NEAR/1f egg*
Caramel NEAR/1f egg*
((Creme OR cream) NEAR/1f egg*) NOT (“chocolate creme” OR
“caramel creme”)
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6. Query = Foundation
If you have a broad, strong & clean Query you can build on it
endlessly by segmenting it with Rules
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7. How to Use Rules
• Campaign/event tracking
• Product tracking
• Customer segmentation
• Customer service
• Unique sentiment
• Competitor analysis
• Owned vs. Earned content
• Personnel management
• Add Assignments
• Give Priority to Mentions
• Create a Status
• Lead Generation
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8. Use Case /Keyword Segmentation
What you need /category, tag & rule
• You can have a Category and Tag without a Rule…
• But you can’t have a Rule without a Category and Tag
• When the Rule finds data, it needs to know what to do with it.
• A Category & Tag is a folder that houses the Data that’s found by
the Rule
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9. Use Case /Keyword Segmentation
Category
Helps compare multiple, related topics over consistent time period
Tag
Flexible structure for ad hoc, trending analysis
Rule of thumb If you’re only interested in looking at a single piece of data,
use a tag. If you want to compare data, use a category.
Examples
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Category
• Product tracking
• Quarterly events
• Monitoring Executives
Tag
• Campaign
• Crisis
• Trending topic

10. Out-of-the-Box Ideas
Rules don’t have to be keyword-based…
• Create a chart to compare multiple Author Lists to see which tier of
influencers are more active
• Create your own uniquely defined media types, like if blogs are also
considered news
• Compare event data to the volume of a query to understand its effect for
your brand
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11. In Summary
• Rules will help you better analyze multiple pieces of your query data
quicker, easier, and more effectively
• Rules don’t create new data, they only filter what’s already been found
by your Data Source
• Rules find the data, but they need an action to be performed once they
do find it  categories, tags, sentiment, workflow
• Most popular use cases for Rules are to segment keywords into
Categories & Tags
• Rules are very flexible and can be used across any set of Filters, Lists
and metrics to create unique visualizations and workarounds
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12. Document Limitation
The information given in this document has been checked for accuracy and completeness however
Brandwatch
shall not be liable for any errors or omissions.
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