Publish Rules

Posting top-notch content on social media is crucial for creating a solid social presence, broadening your audience, and promoting brand awareness. Social media posts can serve as a powerful tool for educating your audience and building your brand's credibility and authority. However, when multiple people are involved in social media management, the risk of errors and inconsistencies is higher.

To ensure that your content aligns with your brand principles and doesn't damage your brand image, Statusbrew has introduced Publish Rules to help you manage content creation and publishing.

What are Publish Rules?

Publish Rules help to monitor and regulate your publishing activities to mitigate any gaps in the content. You can create various rules in order to oversee or keep a check on what content goes out on your socials and evade errors.

Why do you need to set up Publish Rules?

Setting up Publish rules can help you to -

Regulate the content being published on your socials
Set up Automatic Approvals for the Posts
Set up rejection for the posts
Adding and removing tags automatically
Automatically moving the posts to a campaign plan
Get notified through your preferred channel

For instance -

If you are consistently publishing brand awareness posts on your socials, instead of manually adding the approval each time - you can create a rule to automatically send the posts with a Brand Awareness tag for approval.
You can create a rule to automatically reject posts containing the words religion or religious that can harm or jeopardize your brand image.
In case you have appointed interns and you want that the posts created by them should not be published without a review, you can create a rule to send the posts for approval and select the Interns user group as an actor.
You can create a rule to get automatic notifications for any kind of post updates in the Social Media Team slack channel.
If the post creator forgets to add the posts to plans, you can automate this process by creating a rule to add the posts to plans like any post containing the Halloween Tag should be added to the Halloween Campaign Plan.

Setting Up Publish Rules

Primary Owner, Owners & Admins can access the Rule Engine in Statusbrew. To set up a new rule,

On your Statusbrew dashboard, go to the Publish section and click on Publish Rules
Alternatively, you can also access Publish Rules from the Planner.
Click on Add new rule button in the top right corner
Give your rule a Name, choose data sources and trigger types

[[toc]] You can add multiple Data sources, Trigger types, Filters and Actions in a rule.

Now add the filters and actions and click on Submit

For Instance - You want to set approvals for any post that is created by a specific user or user group. Add the rule name, and relevant data sources, set the trigger type as Post Created and select actor from the filters to add the users/user groups. Now add action as send for approval and choose the approver. Now click on Submit to activate the rule.

Editing Publish Rules

To edit and update your publish rules,

Go to Publish rules from your dashboard or planner
Click on the three-dot menu beside the rule you want to edit
Select Edit rule
Make the required changes and click on Submit in the bottom right corner

Available Editing Options

You can make the following updates while editing the rules

You can rearrange or reorder the rules in the list You can drag and drop the rules in the Publish Rules list to reposition them.
Edit the Name of the Rule You can change the name of the rule.
Add the data sources, trigger types, filters, and actions Add data sources and trigger type from the drop-down menu and to add filters or actions, click on +Add condition or +Add a new action
Remove the data sources, trigger types, filters, and actions To completely clear the desired fields or to remove the particular filters and actions, click on the cross icons beside them. Alternatively, if you only want to remove, say- just one data source or a plan, you can deselect a particular item from the drop-down menu.
Choose to 'Stop execution of following rules, if this rule is applied.' option Selecting this option ensures that if this particular rule is being executed, all the rules after this rule in the list won't be executed even if the conditions for those rules are met.

You can reorder or rearrange your rules to use this feature effectively.

Pause rule The rule need not be deleted if the actions are to be suspended temporarily. You can pause a rule by clicking on the Pause rule button in the editing window. It will temporarily stop the execution of this rule unless you reactivate it yourself.

You can access the Paused rules below the Active Rules list. To reactivate it, click on the three-dot menu beside it, choose edit option and click on the Activate rule button

Filters available in Publish Rules

You can create various rules based on different filters. The filters available in Publish Rules are -

Message Content - If the posts contain some particular words or phrases or not
Tag - To specify if the post has a particular tag or not
Message has attachments - If the post has any attachments (images, carousels, videos, GIFs, etc.) or not
Post Type - This filter specifies the type of post like - Image, GIF, Link, Video, Carousel, Poll, etc. You can define if the post is the specified type or not
Actor - To stipulate if the post is/isn't created or updated by a particular user
Plan - If the post is/isn't part of a particular plan

Deleting Publish Rules

In order to delete a publishing rule,

Go to Publishing Rules from your dashboard or planner
Click on the three dots beside the rule you want to delete
Choose the Delete option
A confirmation dialog box will appear. Click on Delete rule to remove the rule

Duplicate Rule

The duplicate rule option will create a new rule and copy the exact same structure of the chosen rule. You can then make the required changes and save the new rule. This option is particularly helpful if you want to create a new rule similar to an existing rule with minor changes. It saves you time as you need not fill in all the fields again; instead, you can edit the structure of an existing rule.

To use this option -

Go to Publish Rules
Click on the three dots beside the rule that you want to replicate
Select the Duplicate rule option and an editing window for the new replicated rule will appear
You can edit the name and make other changes as per your choice
Click on Submit and the new rule will be created