Once you’ve submitted a project, you’ll receive a detailed Compliance analysis flagging risk level, risk observations, alignment to brand voice, and predicted performance in market. This article will outline how to interpret this analysis as well as how to act on the feedback given.
Want to learn more about Brand Alignment and Performance Prediction scores? Check out this brief article as well.
1. Review your Compliance Analysis at a Glance
It’s helpful to review the full analysis up front so you can make a plan for revisions. Starting on the right side of the Analyzer, you’ll see all of the observations found in your creative that might pose compliance risks.
Compliance Observations: Indicated with a hammer/gavel icon. These will also be colored red, orange, or green according to their risk level.
High (Red): Critical issues requiring immediate attention.
Medium (Orange): Notable risks that should be reviewed.
Low (Green): Minor issues or well-aligned content.
Performance Observations: Indicated with a graph arrow icon.
If you’d like to review all of the resources that our AI checked for, click the ‘All Resources’ tab for a refresher of what we’re analyzing against, and where potential risks were flagged.
Check out our cheat sheet below on how to interpret compliance summaries.
2. Review and Resolve Observations
Next, you’ll go through each observation and take action. Click on any observation to expand it and reveal its details.
Let’s go through a few observations so you can see different options for taking action on compliance risks. Depending on the observation, you’ll be able to:
Incorporate recommended revisions or performance improvements with a single click
Edit the text of your creative by typing in your own revisions based on suggested feedback, using the toolbar for text style editing as needed
OR, you can always make changes outside of Portal manually.
Compliance Observations
We recommend reviewing high and medium risk observations first. Let’s take a look at this observation around the Truth in Lending Act (TILA).
There are a few things you can do when reviewing an observation:
Mark it as a non-issue: If you know the observation is typically okay with your legal team, that you’ll add disclosures to address the issue, or make a similar resolution, you can mark the risk as a non-issue. You’ll be prompted to provide an explanation for recordkeeping purposes in a comment box.
Include a rationale for the status change or resolution so you’re maintaining a clean audit trail of changes, and click ‘Submit.’ If you’re resolving a risk, you can choose from one of the pre-populated explanations above.
Keep in mind that any item marked as “Resolved” will not be re-analyzed, so make sure you’re 100% confident in the changes you’ve made before making this update.
Incorporate recommended revisions: Observations may also come with recommended revisions that you can incorporate with one click to resolve the risk. Hovering over the quoted text to view the language our model is flagging will help you select the appropriate revision.
Next, if you like the suggestion, simply click the checkmark to replace the content with the recommended revision. The content will automatically be updated and marked as resolved.
Performance Observations
Performance Observations work a little bit differently than Compliance Observations in that they do not use severity levels (like ‘priority’ or ‘secondary’). Instead, every alternative displays:
The revised content
The new overall performance score (learn more here)
A score delta (shown only when there is a change. The score is green when improved, and black when unchanged or lower.
Each alternative also comes with a short description of what it accomplishes.
To swap in an alternative, click on the check mark as usual. Scores are recalculated automatically as alternatives are applied; reanalyzing is not required for score recalibration. The observation will then turn grey once it’s been resolved.
Note: Incorporating alternatives based on performance recommendations is not mandatory—it’s totally up to your team how to resolve each System Observation! Open Performance Observations will not prevent you proceeding with formal approvals to your creative.
Making Manual Edits
You may also opt to make manual edits in Portal, whether it’s in response to an observation or just updating the general creative. Perhaps you’d like to combine our recommended revisions, update disclosures to address risks, or make a change you know has worked well in the past. For any reason, you can click the edit button (i.e., the pencil icon) or double click on the text box of the creative to make tweaks in Portal.
Hit ‘Enter’ when you’re done, or click your mouse outside of the text box (but within the creative), and the change will be saved. If you’d like to add a new line of text, use the Shift+Enter shortcut.
Or, you can leave thoughts for your teammates using the comment button.
Click the three dots in the upper righthand corner of the comment box to mark your comment’s risk level, or resolve it once the feedback has been incorporated.
3. Reanalyze and Repeat as Needed
As you make changes to reduce risk and improve performance, click “Reanalyze” in the upper righthand corner any time to receive an updated risk score and compliance summary. Brand Alignment and Performance Prediction scores will be updated in real-time as you make edits; you can learn more about how to factor these scores into your analysis here.
What if I want to restart an analysis from scratch?
If you ever need to revert to the original baseline of the project—without losing any history—click the ‘Reset Project’ option from the dropdown menu under the project name. This instantly discards content edits, resets all scores, and sets the approval process to the initial state (removing any approver/reviewer assigned).
This can be super helpful if projects change hands and you’d like reviewers to begin fresh. While the creative resets, all user comments, manual observations, and activity logs are preserved for a complete audit trail, so you can look back at the history any time.
When you’re done, you should see all observations resolved in grey and a green check indicating that our model doesn’t detect any compliance risks. While it’s not mandatory to resolve all compliance risks noted, we recommend that you resolve as many as possible before submitting for final review. Your threshold for risk will be up to you and your team!
In the next article, we’ll walk through how to conduct final review and approvals with your Legal & Compliance team.