Guidelines: Overview

The guidelines overview page provides a detailed breakdown of your organization's entire suite of guidelines.  

You can navigate there using this link, or by selecting Rules and then Guidelines from the side menu.

 

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The Overview allows you to easily view all your guidelines in one place but also offers you a way to learn more about each of them, including:

  • The channels associated with each guideline
  • How definitions might vary across your creatives
  • The criteria of each definition within a guideline
  • The differences between Image and Video-based definitions on the same channel,
  • Which Scores* each guideline are associated with (if applicable)

and more!

*If your organization is running multiple Scores then you'll be able to select them here and see which guidelines are contributing to their respective outputs. i.e. An Aspect Ratio guideline might be applied and contribute to all of your scores, while another for Branding is applied only to another specific score. Learn more about Scores here.

Filtering

To focus on specific guidelines or definitions you can mix and match your view from a wide range of options at the top of the page.

There are a variety of fields to choose from to suit your needs including, but not limited to:

  • Asset Type
  • Channel 
  • Market
  • Brand
  • Score*

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By using different combinations of filters you can find out exactly how your creatives are being assessed and what you may be accountable for. For example, you could use it to find out all of the Image-based requirements for Meta, or see if any of your Markets have unique criteria, applied only to them.

Sharing Definitions

If you want to share or query a specific definition then you can link your colleagues directly to it from your dashboard!

To create a link for a definition follow these steps:

  • Find the definition you’d like to share (set your filters to find it more easily if needed)
  • Click the link icon on the right side of a guideline's name (this copies a URL to your clipboard)
  • Once copied, paste the link into your emails or direct messages
  • When the recipient opens the link, their page will open directly on the definition you shared.
 

 

 

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