Overview
Creative Scoring Guideline Groups give you greater flexibility to organize and analyze your creative content in ways that match your content strategy. For example, you can group guideline by influencer content, branded campaigns, or direct-to-consumer efforts—whatever aligns with how your business approaches creative. These groupings allow your teams to consistently evaluate creative based on the right standards and ensure alignment across reporting.
Why This Is Important
With Guideline Groups, you can:
Customize how you categorize guideline beyond just channels.
Filter Creative Scoring reports more effectively.
Gain deeper insights into creative quality by grouping guideline in a way that aligns with your goals.
Enhance collaboration by ensuring guideline are organized consistently across teams
How to Use Guideline Groups
Creating a Guideline Group
Navigate to the Guideline Management section in Creative Scoring.
Click on View Guideline Groups from the three-dot menu.
Select Create New.
Name your group and optionally add a description.
Click Save to create the group.
Note: Only Organization Admins can create and manage Guideline Groups. These groups are organization-wide, meaning they apply across all workspaces to maintain consistency and avoid duplicate or conflicting group structures.
Viewing Guideline in a Group
In the Guideline Management page, click on “View Guideline Groups”.
Hover over the number under “Guideline in group” to review which guideline is assigned.
Assign guideline to a group by selecting the guideline and adding to the guideline group.
Note: Only Organizational Admins, Workspace Admins and Scoring Managers can do this.
Note: Only Organization Admins, Workspace Admins, and Scoring Managers can assign and remove guideline from groups.
Managing Guideline Groups
Only Organization Admins can:
Edit a group's name and description.
Delete a group (with confirmation that this will impact checks and reports).
Create new groups from the View Guideline Groups modal.
Note: Admins will be notified of duplicate group names and any errors during save.
Using Guideline Groups in Reports and Scorecards
Pre-Flight Checks: If you know you're only scoring a specific type of creative (e.g., influencer content), you can apply Guideline Groups during setup to ensure you're only evaluating that creative against the most relevant Guideline.
In-Flight Checks: Use filtering to focus your view on guideline that matter most to your current campaign. For example, you’ll want to filter both by your Influencer campaign AND select the Influencer Guideline Group to ensure you’re reviewing influencer assets against influencer-specific guideline.
Adherence & Impression Reports: Configure reports by Guideline Groups to get more actionable and relevant insights.
Guideline Performance Reports: Narrow down by group to see how a specific set of guideline performs over time.
Key Considerations
A single criterion can be added to multiple groups.
Assigning guideline to groups does not affect historical reports.
Only Organization Admins can create, edit, or delete groups. Workspace Admins and Scoring Managers can assign or remove guideline from existing groups.
Guideline Groups are organization-wide and visible to all users across workspaces, ensuring consistent use of guideline across teams.
Filtering by Guideline Group refines the guideline being applied, but you’ll still need to apply creative filters (e.g., by campaign or ad type) to ensure you're analyzing the intended subset of creative content. This ensures you're evaluating the right assets against the right guideline.
Next Steps
Start using Guideline Groups today to make your creative scoring process more efficient and actionable. Visit Creative Scoring to explore this feature and optimize your reporting. For any questions, check the FAQs or reach out to support.