From time to time, users prefer to have a quality or sentiment review in their workflows. This allows you to see the content before it posts to Facebook or your blog.
You'll need to make a few simple changes in your app to add the quality or sentiment review. The step by step guide is below. In the next training video, you'll learn how to complete a sentiment review.
In this sample, we add the step in the Quote workflow. The process would be exactly the same in the Rich Summary workflow - just between the number 2 & 3 folders in there.
Choose Your Workflow
Click on "Content"
Click on "A Create and Promote Llnk Quote"
Sort Folders by Name
Click on "Name / URL A-Z"
Create A New Folder
Click on "New Folder"
Name the Folder - "2A - Quality & Sentiment Review"
Click on "Submit"
Create Workflow
Mouse over your new folder.
Click "More"
Click "Workflow Rule"
Create Workflow Rule
Click on "Documents in the Folder"
Workflow
You can leave Name blank
Choose "Processing" then
Choose "Processor"
Source Template
Click on "Select"
Choose Processor - sentiment review.
This script has been pre-written. If you want to chance the processor instructions, you'll need to make an update in a later step.
Click on "Select"
You now see the Processor move to the right side of the window.
Click "OK"
Target Folder
The target folder is the destination of the approved item.
Click on "Select"
Click on "Content"
Click on "A - Create and Promote Link Quote"
To the right of Top of Funnel Queue click the "Select" button.
If the Select Button is not visible, slide the bar at the bottom of the window to the right.
To the right of Top of Funnel Queue click the "Select" button.
The 3 - Top of Funnel Queue Folder should be on the right side.
If you selected the wrong folder you can click the 'x' to remove and choose a different folder.
Click "OK"
Click on "Create Workflow Rule"
Update Workflow on Prior Step
Click on the 'trident workflow icon' to the left of 2 - COD Result Formatter
In the standard workflow the next step is folder 3. You'll need to update that to folder 2A
Under Output Folder click "Select"
Click on "x" to remove folder 3
Click on "Content"
Click on "A - Create and Promote Link"
To the right of 2A - Quality & Sentiment Review click the "Select" button.
If the Select Button is not visible, slide the bar at the bottom of the window to the right.
To the right of 2A - Quality & Sentiment Review click the "Select" button.
The 2A - Quality & Sentment Review Folder should be on the right side.
If you selected the wrong folder you can click the 'x' to remove and choose a different folder.
Click "OK"
Click "Save"
You've now added the Review Step.
In another training you'll learn how to:
- manage Review items
- update Processor script instructions
