Refine RMA Alert Keywords and Phrases

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Once your Risk Management and Analytics (RMA) alerts are created and activated, you may find that some keywords or phrases are more or less useful than others. This article goes over how you can refine the keywords and phrases in an alert.

Remove Keywords or Phrases from an RMA Alert

  1. Log in to your archive if you have not already

  2. Navigate to the Configure tab:

    CivicPlus dashboard showing Social Media Archiving options with a highlighted Configuration button.

  3. Select the Monitoring and Alerts tab:

    The Monitoring & Alerts subtab in the Configure tab.

  4. Click the Edit button (pencil icon) for the alert you want to remove keywords or phrases from:

    The Edit button to the right of an example alert.

  5. On the Configure Alert for Keywords window that appears, navigate to the Keywords and Phrases section:

    The Keywords & Phrases section of the Configure Alert for Keywords window.

  6. Click the red X icon next to any keywords or phrases you want to remove:

    A red X icon to the right of an example alert keyword.

    Note:

    Keywords and phrases that have been selected for removal will appear struck through after their X icon has been clicked:

    An example alert keyword that is struck through, indicating it will be removed from the Keywords & Phrases list.

  7. Click the Save button:

    The blue, rectangular Save button in the lower-left corner of the Configure Alert for Keywords window.

  8. You have removed the selected alert keywords or phrases


Add Keywords or Phrases to an RMA Alert

  1. Log in to your archive if you have not already

  2. Navigate to the Configure tab:

    CivicPlus dashboard showing Social Media Archiving options with a highlighted Configuration button.

  3. Select the Monitoring and Alerts tab:

    The Monitoring & Alerts subtab in the Configure tab.

  4. Click the Edit button (pencil icon) for the alert you want to add keywords or phrases to:

    The Edit button to the right of an example alert.

  5. On the Configure Alert for Keywords window that appears, navigate to the Keywords and Phrases section:

    The Keywords & Phrases section of the Configure Alert for Keywords window.

  6. Enter the keyword or phrase you want to add in the text box:

    The Keywords and Phrases text box.

  7. Click the Add button:

    The blue, rectangular Add button which can be clicked to add a term to the Keywords & Phrases list.

  8. Check or uncheck the "Trigger alert for similar keywords based on fuzzy matching" checkbox, as desired:

    The Trigger alert for similar keywords based on fuzzy matching checkbox.

    Note:

    Fuzzy matching will trigger an alert for content that appears to match a variation of a listed keyword or phrase. For example, if the word “archive” is listed, fuzzy matching will trigger alerts for words such as archives, archiving, archived, and archiver.

  9. Click the Save button:

    The blue, rectangular Save button in the lower-left corner of the Configure Alert for Keywords window.

  10. You have added the selected alert keywords or phrases