Rules are one of our favorite features of Brandwatch. They cut down on lots of otherwise manual and time-consuming work, automating many of the mark up and segmenting tasks that make data extra insightful. For more info: http://www.brandwatch.com/tag/rules/ Rules make that process much easier and quicker. You set up the Rule once and then your mentions are classified exactly as you need going forward. So, what might you use Brandwatch Rules for? Let’s take a look at some working examples in this presentation from our latest masterclass.

1. Masterclass /Rules and Filters
Aude Eberlin aude@brandwatch.com | Tel: +44 (0)1273 234 290
21/03/2014

2. Contents
© 2013 Brandwatch | www.brandwatch.com
● What is a rule?
● Difference between tag and category
● How to setup a rule and display results?
● Filters range

3. What is a rule?
Definition:
Rules allow you to automatically perform actions on mentions, both in the future and
historically, based on searches and filters that you define.
A rule can be used for different actions: sentiment, workflow, tag, category
To keep in mind:
There is a limit to what can be done automatically.
© 2013 Brandwatch | www.brandwatch.com

4. Tag vs Category
● Technically a rule pointing to a tag or a category will do the same. Put into a box
mentions if they match the search terms and filters.
● Differences:
● Tags are more flexible
● Having too much tags can be confusing and take more time to select for charts
● Before the setup, you need to define what you want to compare and how you want
to structure your rules
● tags or categories?
● tags for some rules and categories for others?
● Which rules do I want to compare across queries?
© 2013 Brandwatch | www.brandwatch.com

5. Rules setup and display 1/2
● Rules can be setup from the Mentions component or using the Rules option under
the Tools section
● Write down your search terms and apply the filters needed, choose the action, give
a name and save!
● If a category or subcategory is not available for selection, you can create it on the
fly
● Rules can be used in a dashboard to:
● Compare them to each others via charts
● Filter components
© 2013 Brandwatch | www.brandwatch.com

6. Rules setup and display 2/2
● Did you know?
● Revamp of the Rules interface
● Possibility to exclude Categories and Tags from components
● In Mentions component you have a tag filter button on top
© 2013 Brandwatch | www.brandwatch.com

7. Filters
● Wide range of filters to enable you to filter the data set and focus on what matters to
you
● Filters can be applied on a dashboard or component level
● Multiple filters can be used at the same time (they act as an AND)
● Difference between category/tag used to breakdown by in a chart and the filter
© 2013 Brandwatch | www.brandwatch.com

8. Questions
© 2013 Brandwatch | www.brandwatch.com