# Create a Social Monitoring Policy

A policy allows you to automate the monitoring and remediation of partner content to ensure your brand is promoted safely, all your tracking links work, and more.

{% hint style="success" icon="memo" %}
**Note:** Only content from partners currently joined to your program is being imported.
{% endhint %}

{% embed url="<https://res.cloudinary.com/product-enablement/video/upload/v1748512522/PXA%20Microlearnings/crea-250-3.mp4>" %}

#### Create a new social monitoring policy

{% hint style="info" icon="lock" %}
This feature is only accessible to specific impact.com editions or add-ons. [Contact us](https://app.impact.com/support/portal.ihtml?createTicket=true) to upgrade your account and get access!
{% endhint %}

1. From the left navigation bar, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-db1131f1b95ffbfa026aac99b07a7ffe0564b3b6%2F477fa23d9ffe966a6d1191fbd504e9a68f4c3918efe5cee5cb7bbd826e591fea.svg?alt=media) **\[Protect]** → **Monitoring** → [**Policies**](https://app.impact.com/secure/advertiser/protect/fr/compliance-search-monitor-policy.ihtml?u=%2Fsecure%2Fcompliance%2Fdata%2Fcompliance-search-monitor-policy-flow.ihtml).
2. In the upper-right corner, select **Create Policy**.
3. Select **Social Monitoring**, then select 1 scenario to guide the policy:

   | Scenario                | Description                                                                                    |
   | ----------------------- | ---------------------------------------------------------------------------------------------- |
   | Unapproved Terms        | Monitor your partners to ensure that their content aligns with your policies.                  |
   | Brand Safety            | Monitor your partners using advanced machine learning to protect your policies and reputation. |
   | Disclosure Verification | Monitor partner posts to validate presence of sponsored content disclosures and hashtags.      |
4. Select **Get Started**.
5. Complete the following sections:

<details>

<summary>Details</summary>

1. Enter a policy **Name**.
2. Select one or more social media **Properties** you want to monitor.
3. Select **Next**.

<div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FRodcErym0XnlzhbnP5co%2Ff01cdffa431a4d75ff09c130b66974d4-f3021939d45c92bad251355ce20d5439.png?alt=media&#x26;token=997741c7-08f1-48e4-9c0b-dcaa0c4432ba" alt=""><figcaption></figcaption></figure></div>

</details>

<details>

<summary>Content</summary>

1. Enter the keywords, brand mentions, product names, or hashtags associated with your brand that you want to monitor.
2. Select **Next**.

<div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FVcdAs9LGxnajynBsHBIh%2Ff01cdffa431a4d75ff09c130b66974d4-5e39f549001288258e113d93d12a1fad.png?alt=media&#x26;token=518e6499-c597-4533-9682-baa6b4bd8f10" alt=""><figcaption></figcaption></figure></div>

</details>

<details>

<summary>Scenario: Unapproved Terms</summary>

1. Enter any terms or hashtags you don't want associated with your brand, such as competitor brand mentions.
2. Select **Next**.

<div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2F9b4hpAr5G2GzEBlq45tK%2Ff01cdffa431a4d75ff09c130b66974d4-44faa44e291eb3ebd23f0f0455139be1.png?alt=media&#x26;token=fb44670c-05e1-469b-8fef-5f4bb965df74" alt=""><figcaption></figcaption></figure></div>

</details>

<details>

<summary>Scenario: Brand Safety</summary>

1. Choose categories of content you don't want associated with your brand, such as profanity or drugs.
2. Select **Next**.

<div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fxsc3ulAjsV3KHL5rZ452%2Ff01cdffa431a4d75ff09c130b66974d4-1e891031213718ad725c63f8799e6a65.png?alt=media&#x26;token=ab7154a4-b3b5-4392-9b6a-556bb4ce9c21" alt=""><figcaption></figcaption></figure></div>

</details>

<details>

<summary>Scenario: Disclosure Verification</summary>

1. Enter the hashtags you want your partners to use to indicate if their post is sponsored.
2. Enter the hashtags for content that you want impact.com to check for sponsorship disclosures.
3. Select **Next**.

<div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2F7kDAfwNdNFUcH662RS5b%2Ff01cdffa431a4d75ff09c130b66974d4-8e0583c2b5ad9deb8832391b2c634d5d.png?alt=media&#x26;token=a129b930-da5d-4845-96fd-b7594cf36b67" alt=""><figcaption></figcaption></figure></div>

</details>

<details>

<summary>Automations</summary>

1. Optionally, select any of the ![\[Unchecked box\]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-396370c2cdec89ba7d714c4c58e6845b.svg) **\[Unchecked boxes]** to automatically manage any issues in your identified content.
2. Select **Next**.

<figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FnyPOXY9lkIxtj0BR0cvf%2Ff01cdffa431a4d75ff09c130b66974d4-d8a66526abcdab21f4da866b2c7ca8d0.png?alt=media&#x26;token=55bcf721-a6fa-446b-b758-e2e3e970b051" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Summary</summary>

1. Review the summary of your policy.
   * If you want to edit the policy, select **Previous** to navigate back to the section you wish to edit.
2. Select **Save**.

<div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FhFKMqxNtKl6XgPuuT07l%2Ff01cdffa431a4d75ff09c130b66974d4-8e6f395fb777c93bed58144b831fae34.png?alt=media&#x26;token=5d9a78c7-43ca-4e4c-adfa-e19970d219b1" alt=""><figcaption></figcaption></figure></div>

</details>
