Automated Rules

For those on our Advanced plan, you can use Sprout’s Automated Rules to create systems for categorizing and measuring your inbound messages in the Smart Inbox. For example, you can set up rules to tag or complete all incoming messages based on specific keywords, phrases or message types.

Automatically Tag Incoming Messages

Auto-Tagging helps you add rules in the Smart Inbox to automatically tag inbound messages. Set up rules to tag incoming messages containing an explicit keyword or phrase, messages that have been received by a specific profile or specific message types or any combination of these criteria.

You can set up Auto-Tagging rules by following these steps.

Go to the Smart Inbox and click image.png on the Right Bar. Select Inbox Settings.

Inbox_Settings.png

Select Create new rule.

Create_new_rule.png

Select the Auto-tag rule type.

Auto-tag.png

Enter a rule title and description. From here you’ll decide what criteria must be met for messages to be tagged. You can decide a message must contain an explicit keyword or phrase, is a specific message type, is received by a specific profile or any combination of these criteria.

Choose the tag(s) that will apply to the messages. Tags will appear that have been already added to your Group in Sprout. You can learn more about managing tags by reading our Message Tagging article.

Apply_Tags.png

Select Save. You’ll now see a preview of your rule. Choose Got It to complete the setup.

You can configure or delete rules and turn them on or off by returning to Inbox Settings from the Smart Inbox.

Watch this brief video to learn more about Auto-Tagging in the Smart Inbox.

Automatically Complete Incoming Messages

Auto-Complete helps you add rules in the Smart Inbox to automatically complete inbound messages. Set up rules to complete incoming messages containing an explicit keyword or phrase, messages that have been received by a specific profile or a specific message type, or any combination of these criteria.

You can set up Auto-Complete rules by following these steps.

Go to the Smart Inbox and click image.png on the Right Bar. Select Inbox Settings.

Select Create new rule.

Select the Auto-complete rule type.

Auto-complete.png

From here you’ll decide what criteria must be met for messages to be marked as complete. You can decide a message must contain an explicit keyword or phrase, is a specific message type, is received by a specific profile or any combination of these criteria.

Select Save. You’ll now see a preview of your rule. Choose Got It to complete the setup.

You can configure or delete rules and turn them on or off, at any time, by returning to Inbox Settings from the Smart Inbox.

Watch the video below to learn more about the Auto-Complete feature in the Smart Inbox.

Automated Rules FAQs

Who has permissions to create Automated Rules?
Users with “Manage profiles & permissions” access.

How many rules can be “turned on” simultaneously?
50 rules.

What is the maximum amount of tags you can apply to a message?
20 tags per message.

Can you automatically tag Brand Keywords?
Brand Keywords cannot be automatically tagged at this time.

Can users input a "#" to monitor for messages containing a certain hashtag?
This will not tag all messages from a hashtag, based on the virtue of there being a hashtag – however, users can input the keyword without the hashtag symbol, and it will monitor and tag accordingly. This does mean that messages that contain that keyword without a hashtag will also get tagged.

Can you input emojis in the keyword search field?
Some emojis will work with Automated Rules while others will not because emojis have unique detection properties due to how they’re rendered. Emojis should be tested on a case by case basis to see if they will work with Automated Rules.

What happens if a tag is deleted or a profile is disconnected that is part of a rule?
The rule will not apply and messages will not be tagged. Sprout will display an alert on the rules screen that encourages you to edit or delete the rule.

Can I automate tagging in Compose?
No, Automated Tagging only applies to incoming messages at this time.

Can you create a new tag directly from the “Apply Tags” box?
No, tags cannot be created from the Create new rule modal. You can learn more about managing tags by reading our Message Tagging article.

 

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