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Leveraging Default Use Cases for Research

Written by Harshad

When setting up a Creative Ranking study, you select a Use Case that defines the criteria your assets will be ranked against and the weightage applied to each criterion.

How it works: Click Select Use Case in the setup screen. A modal opens showing your use cases, grouped into All, Available, and In review. Each card shows the name and scenario description.


Open a card via to view its criteria and weightage breakdown (all weightages sum to 100%), and from there you can Duplicate it to edit a copy. You can also start an Edit a copy directly from the duplicate icon on a card.


Three Ways to Choose a Use Case

  1. Find the right one — have the system generate a use case from your brief and assets.

  2. Browse saved — pick from your existing and default use cases (the modal above).

  3. + Custom Use Case — build one yourself, or have our team build it for you.

Find the Right One (System-generated)

Find the right one reads your objective (or context brief) plus two of your uploaded assets and generates a use case matched to your study. You'll see a short "Reading your brief / Scanning your context for the best match" step — usually about a minute.

Reviewing and editing. When generation finishes, the Review use case screen opens. You can edit the name, description, criteria (name and description), and weightage. You can delete or add criteria up to a maximum of 5 per use case. The combined weightage must total 100% before the use case can be used — a running total is shown.

The footer controls:

  • Apply — applies the use case to your current research.

  • Request review — sends the use case to the Socialtrait team as a review ticket; use this if you're unsure it's right. You can use it once reviewed.

  • Save to library (toggle) — when on, the use case is saved to your library and applied, so you can reuse it later. When off, it's used only in this research.

  • Restore defaults (↻) — reverts the use case back to its originally generated state, undoing any edits you've made to the name, description, criteria, or weightages.

If an existing use case already fits. If the system finds an existing use case that matches your scenario, it recommends that one instead of creating a new one (Match found). You can then Use this (apply it as-is) or Edit a copy (see editing rules below).


Custom Use Cases

Click + Custom Use Case at the bottom of the modal to choose:

  • Build it myself — define a use case from scratch on the New use case screen: name, Content Type (Text / Image / Video), description, and criteria (up to 5, totaling 100%). The footer has Save and Request review; saving adds it to your library, where you then select it to apply.

  • Describe it to our team — starts a conversation with the Socialtrait team, who will build it with you.

Editing Use Cases: Use Once vs. Save a Copy

There are two ways to edit, and the difference is what happens when you're done.

Edit a copy

Edit your selected use case (pencil ✏️)

Where it's found

Use-case modal, Browse saved, or a Match-found result

On the use case already selected in your research

What it does

Always creates an editable copy

Edits the use case you've already picked

Save to Library toggle

— (always saves)

Off = applies to this research only, discarded afterward. On = saves a separate library copy.

Outcome

Always saved to the library as a separate use case — no use-without-saving

Use-once, or save a separate copy (toggle on)

Footer

Save · Request review

Save changes (no Request review)

Rename required

Yes

Yes, when the toggle is on

Similarity check

Yes

Yes, when the toggle is on

Rename and similarity rules. Whenever an edit results in a new saved use case (Edit a copy, or pencil-edit with Save to Library on), you must give it a different name from the original — a duplicate name is blocked with a warning. If all criteria still match an existing use case, you'll see a similarity warning (e.g. "These criteria match an existing use case… Adjust them to save a separate one") and the save is blocked. The save succeeds only when the name and the criteria/description are genuinely different.

Saved vs. Unsaved: the Icons

Next to a use-case name, the icon shows its status:

  • Bookmark icon — saved to your library

  • Flask icon — not saved (used in this research only)

You can edit any use case — saved or not — at any time.

The final ranking score for each asset is calculated based on how it performs against each criterion, weighted accordingly.

Important — Brand Fit: If Brand Fit is one of the criteria in your selected use case, a reminder appears on the card: "Brand Fit is criteria in this use case, please ensure the Brand is evident in the assets uploaded." Name your brand explicitly in the research objective and ensure it is clearly visible in your assets.


Common Evaluation Criteria

The following criteria may appear in use cases depending on the scenario:

  • Liking — How much people enjoy or appreciate the creative

  • Visual Appeal — How attractive and well-designed the creative is, including colors, layout, fonts, and overall aesthetics

  • Fit to Brand — How well the creative aligns with the brand's look, feel, and values

  • Message Clarity — How easy it is to understand the key message of the creative

  • Pace — How fast the creative moves or progresses (video content)

  • Attention Hook / Eye-Catching — How effectively the creative grabs attention at first glance

  • Interest — How much the creative sparks curiosity or motivates the audience to learn more

  • Flavour Clarity — How clearly the product's flavour, taste, or variant is communicated (packaging)

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