HOOTSUITE TRAINING VIDEO MANUAL
Theaimofthismanualistoprovideyouwithaquickreferencedocumentcoveringtheinformationprovidedwithinthevideo.YoucanjotdownanynotesorqueriesyouhaveandkeeponhandwhenusingHootsuiteinfuture.
AGENDA
1. WhatisHootsuite?2. Loggingin3. Navigationoptions4. SettingupStreams&Tabs5. Creatingasocialpost6. Howtoviewyourscheduledposts7. Howtoeditascheduledpost8. Howtoviewtheanalytics
a. Facebookb. Twitterc. Instagram
WHATISHOOTSUITE?
Hootsuiteisatoolwhichwillallowsyoutomanageallyoursocialmediachannelsinoneplace.Italsoallowsyoutoschedulepoststosocialchannels,lookattheanalyticsofyourpostsandcoordinateyoureffortswithothermembersofthewiderteam.
EachcentrehasoneaccountwithwhichtologintoHootsuite.Thismaybeagenericnameorunderthenameofacertainmemberofstaffi.e.name@centrename.com
Yourexistingsocialmediachannelshavealreadybeenaddedtothesystemandassignedtoa‘Team’.The‘Team’isnamedafteryourcentreandyouruserhasbeenassignedasamemberalongwiththeBritishLandheadoffice,andthevariousagencieswhoworkonthesocialmediachannelsonbehalfofBritishLand.
LOGGINGIN
YoushouldhavebeensetupwithausernameandpasswordforHootsuitetoaccessyourcentreHootsuiteaccount.Ifyoudonothaveausernameorpassword,pleasecontactyourWhitewallAccountManagerastheywillbeabletoassist.
TologinintoHootsuitesimplyenterthefollowingURL-https://hootsuite.com/login
Inthespacesprovidedonthepageenteryourusername/emailandpasswordandclick‘Signin’.
Ifyouhaveforgottenyourpassword,clickonthe“Forgotpassword?”linkunderthe‘SignIn’button.EntertheemailaddressoftheHootsuiteaccount,keepinmindthismightnotbeyourown,andaddtheCaptchainformationasindicatedandclickontheResetPasswordbutton.
AlinkwillbesenttotheemailaddressoftheHootsuiteaccountallowingyoutoresetthepassword.
Ifyouhaveanyfurtherissues,pleasecontactyourWhitewallAccountManager.
NAVIGATIONOPTIONS
Whenyouhavesuccessfullyloggedinyouwilllandonthe‘Streams’sectionofHootsuite.Thisisindicatedinthemenuontheleft-handsideofthepage.
Rolloverthemenuanditwillpopoutallowingyoutoseealltheoptionsavailable.TherearevariousmenusandoptionswhichallowtheusertocustomisetheirHootsuiteexperience.
Yoursocialchannelshavebeenaddedalreadysothereshouldnotbeaneedtoalteranyofthesettingsatthisstage.
Youwillprimarilybeusing:
• Streams• Publisher• Analytics
SETTINGUPTABS&STREAMS
ThefirststeptousingHootsuitewillbetosetupyour‘Streams’.
Streamsareusedasanoverviewofeachsocialplatformtoviewavarietyofdifferentelementsinoneplace,withouthavingtologintodifferentaccountsandpages(e.gscheduledposts,timeline,messages,mentions).
ThisispersonalisedviewandisspecifictoyouraccountsoanychangestoStreamswillonlybevisibletoyouoranyonewhohasaccessyouraccount.
TosetupaStream,clickon‘Streams’withinthemenuonthelefthandside.
Hootsuiteprovides3optionstosetupyourStreamsforthefirsttime.
Clickon‘BrowseAllStreams’asthiswillgiveyouthebestoptionsforyourneeds.
Thisactionwillautomaticallycreateanew‘Tab’whichyoucanthennameforthechannelyouwishtosettheStreamupfori.e.FacebookorTwitter.
Wewouldrecommendinitiallysettingup2tabs:oneforFacebook,oneforTwitter.
Torenamethetab,doubleclickontheareanexttothetopofthepagewhichistitles‘NewTab’(1).Thentypeinyourchosennameforthetabi.e.Facebook.
OncetheTabhasbeensetupyounowneedtoaddsocialmediastreams
Usethedropdownmenu(2)intheAddaStreamareatoselecttheFacebookaccountforyourcentre.
Onceselected,selecttheMessagesiconbelow,whichwillsetupastreamforyoutoviewallmessagesthatcometoyourcentre’sFacebookpage.
Repeatthisprocessforthefollowingactions:
• AddaStream• FacebookTimeline• FacebookScheduled
YoucannowviewallactivityonFacebookinonetabofHootsuite.
WewillalsorecommendsettingupanewtabforTwitterusingthesamesteps.
Clickonthe+sign(1)nexttoyourrecentlycreateFacebooktab.
YoucannowfollowthesameprocessasbeforetoaddthefollowingStreamsforTwitter:
• Mentions• Inbox• MyTweets• Scheduled
TodeleteaTab,andallStreamwithintheTab,clickontheX(1)nexttotheTab’sname.
ToremoveaStreamclickonthe3dotsinthetoprighthandcorneroftheStream(2),thenselectdelete.
RememberthatTabsandStreamsareonlymethodsofviewingtheinteractingwithyoursocialmediachannels.Editinganddeletingtabsandstreamswillhavenoeffectonyoursocialchannels.
Youarenowsetuptoviewyoursocialchannelactivity.
CREATEASOCIALPOST
Themethodforpostingonanyofyoursocialmediachannelswillbethesame.
Atthetopofthepageyouwillseeaboxwithwords‘Sendto…’(1)
Rolloverthisboxtodropdownthearetocomposeyourmessage.
Youcanselectoneormultipleaccountsatatimetopostto.Theaccountsselectedwillbehighlighted.Clicktheaccountsagaintounselectthem.(2)
Onceyouhaveselectedyourchannel,clickwithintheComposeMessageboxtocreateyourpostandenteryourpostcopy.(3)
ToincludeaURL,copyandpastethefullURLintotheAddalinkbox(4).AShrinkbuttonwillappear–clickthistoshortenandinserttheURLintoyourtext.ByshorteningtheURL,youwillsavecharactersinyourpost–especiallyimportantwhenwritingtweetswhichhavealimitedamountofcharactersavailable.
Toinsertanimage,clickonthe‘paperclip’icon(5)anduploadtheimagefromthelocationit’ssavedinonyourcomputer.Whenit’suploaded,you’llseetheimageappearbelowyourwrittentext.
IfyouareinsertingaGIFinsteadofastaticimage,youwillnotbeabletoposttheGIFtoTwitternorFacebookviaHootsuite.
TouploadaGIFtoFacebook,pleasecontactyourWhitewallAccountManagerwhowillbeabletoassist.
Advancedpostingoptionssuchastargeting,locationandtaggingareavailable,butnotrequiredformostofthepostsyouwillbemaking.PleasecontactyourWhitewallAccountManagerifyouwouldlikemoreinformationonthis.
Withinthepostingareayoucanalsoscheduleapostforthefuture.
Clickthe‘calendar’icon(1)andselectthedateandtimeyouwishtoposton.Thenclick‘Schedule’.(2)
Thereisevenanoptiontorequestanemail(3)whenyourpostgoeslive.
YoucanSavethepostasaDraftortotheContentLibrary(4)
Topostimmediately,simplyclicktheSendNow(1)buttoninthebottomrighthandcorner.
Ifyourpostexceedsthecharacterlimitfortheselectedsocialnetwork,youwillreceiveanerrormessageanditwon’tpublish.
Characterlengthfortheselectedsocialnetworkshowsatthebottomofthepostcreationwindow–Twitteris140charactersandFacebookis2000.(2)
IfyourpostistobeaddedtobothFacebookandTwitterandyou’veselectedbothatonce,butthemessageistoolongforTwitter,youwillneedtopostthembothseparatelyorshortentheoverallpost.
TOVIEWYOURSCHEDULEDPOSTS
YoucanviewallyourscheduledyourpostsinthePublisherarea.
Toachievethis,clickonPublisher(1)withinthemenuontheleft-hand-side(‘paperaeroplane’icon).
YouwilllandinthePublishersection.
Furtheroptionswillbemadeavailableontheleft-handside.
Allscheduledpostswillappearinthemainbodyofthepage.
Thepostswillbeorganisedinachronologicallistbydate.
Alongthetoprightside,youwillbeabletoviewbyday,weekormonth(2)
YoucanalsofilterbysocialmediaaccountintheFilterbyProfile(3)dropdownandselecttheaccountsyouwanttoview.Unselectthembyclickingasecondtime.
Thiswillallowyoutoviewwhathasbeenscheduledforyoursocialchannels.
PleasecontactyourWhitewallAccountManagerifyounoticeanyamendmentsthatneedtobemade.
Youcanalsoviewyourpastscheduledmessagesusingthemenuontheleft-handsideandyourdrafts.AtthispointwewillnotbeusingtheRequiremyapprovalorPendingapprovaloptions.
TOEDITASCHEDULEDPOST
Youmaywishtoeditascheduledpostiftheinformationcontainedwiththepostisincorrectortherehasbeenanotherchange.
Tomakeachangewithinanyaresimplyhoveroverthepostyouwishtoamendand3iconswillappear(1):
1. apencil(edit)2. abin(delete)3. threedots(additionaloptions)
Toedit,clickonthepencilicon.
Apopupwillappearwhichwillallowyoutoeditthecopy,image,URL,profilestobepostedto,andscheduledate,alongwithotheradvancedoptions.
Onceyouhavemadethenecessarychanges,clickSaveChanges.OrreturnwithoutchangesbyclickingCancel
Yourchangeswillnowbemadetothescheduledpost.
HOWTOVIEWTHEANALYTICS
BelowthePublishermenuitemontheleft-hand-sidemenuyouwillseetheoptionforAnalytics(1)
YouwilllandontheOverviewoptionasindicatedatthetopofthepage.
Belowthetopmenu,youcanselectthechannelforwhichyouwishtoviewtheanalytics(2).
Ifyouhavemorethanonesocialaccountpersocialchannelyoucanselectthemviathedropdownnexttothesocialmediaicons(3).
Ontheright-handside,youwillseeadateselectordropdown(4).Simplyselecttheperiodyouwishtoviewtheanalyticsforandthenhit‘Set’.
TheTwitteroptionwillgiveyouanoverviewof:
• Tweets• Followers
• Engagement• Traffic
YouwillalsoseeasectionforInBoundMessages,aswellasEngagementwhereindividualstatsarevisible.
TheFacebookoptionwillgiveyouanoverviewof:
• Posts• Fans
• Engagement• Traffic
IfyouhaveInstagramaddedasachannelyouwillbeabletoview:
• Posts• Followers
• Engagement
AsweexpandouruseofHootsuitefurtherinformationwillbeavailableonhowtogetthebestfromyouranalytics.