How To Create Rules For Twitter Automation with Rule Builder?

Rule Builder is the engine of your engagement with Twitter connections, wherein you have the power to decide whom to start a conversation with, when and how. Rule Builder prepares you to capture all those moments when connections are forged on Twitter and start conversations. Rule Builder provided under the Compass drop down in Audience which can be accessed from the criteria column on the left hand of the activity screen.

Once you enter the Rule Builder option, you'll be able to view the activity screen as shown below. It shows any previously Saved Rules and given a option to Create New Rule.

create rule

There are three critical parts that need to be defined when setting up the Rule Builder for automation to be activated. Click on 'Create New Rule' to begin.

RULE EVENT: 'When' should Automation be Triggered?

Being an event driven process, you have to identify when should the Automation process get initiated or activated. There are four possible events that you can choose from:

  1. When someone follows you

  2. When someone mentions you

  3. When someone adds you in a Twitter List

  4. When someone Retweets your post.

Rule Event


RULE CONDITIONS: 'Who' all should be included within an Event?

Conditions refer to the set of filters options that streamlines the list of users defined within an Event in the previous step. With the combination of multiple Activity and Demographic filters, you can target specific users of your Twitter Community. Moreover you may even define conditions to be applied to the audience discovered only under some previously added Sources or include/exclude users already Tagged by you. Choose your conditions and go to the next step.

Rule Conditions


RULE ACTIONS: 'What' should happen?

This last step gives you the end-result of Automation, the action that would automatically be performed on your behalf, when both the event chosen (First step) occurs and satisfies the conditions (Second step) defined.

Based upon the above the steps:

  1. You can Send users a Direct Message.
  2. Mention them in a Tweet.
  3. Add them to a Tag.
  4. Add them to a List.
  5. Whitelist them.
Rule Action


Once you've saved the Rule, you'll be able to view it under 'Saved Rules' and you may Disable, Edit or Delete the saved rules if needed.

Saved Rules

You may even read in detail about the Rule Builder feature in our blog.

Also, learn about creating Welcome Tweets and Welcome Twitter DMs for automatically sending to new users.