This document provides an overview and instructions for using Hootsuite, a social media management tool. It describes Hootsuite's key features like organizing social accounts into tabs and streams, scheduling posts, searching for keywords and hashtags, and engaging with mentions. Step-by-step instructions are given for setting up searches, scheduling posts, and other common Hootsuite tasks. Contact information is also provided for the author who can provide additional Hootsuite training.

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Hootsuite Basic Training
Ollie Whitfield
Content & Community Manager
olliewhitfield@liveandsocial.com
0845 287 1181 / +44 7593932403
http://linkedIn.com/in/olliewhitfield
http://twitter.com/OllieWhitfield_
http://plus.google.com/+olliewhitfield96
https://www.instagram.com/olliewhitfield96/

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What is Hootsuite?
• Hootsuite is a social media management tool that makes it easy and less
time-consuming to manage your brand/personal social media accounts.
• All posting and commenting is done from a single dashboard, on your laptop,
mobile or tablet. This is organized by using tabs and streams connected to
your social media channels.
• Hootsuite has the capability to post and manage your Facebook personal
account, Facebook page, Twitter account, Google Plus page, LinkedIn profile,
LinkedIn company page and also your Instagram profile.

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• Social media account monitoring all done
in one, easy to use dashboard rather than
individual social channels
• Social update scheduling
• Local (geo location), keyword and hashtag
based searching for engaging with
prospects and influencers
• Reporting and analytics on your
Hootsuite activity
Key benefits

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Understanding the Hootsuite dashboard
Tabs
Streams
Social update writing and scheduling
Tool bar

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19/01/2016
Hootsuite jargon buster
Feature Explanation
Tabs You can organise your dashboard into main tabs, like using a
navigation bar on a website. They are customisable and you
can create as many as you need.
Streams Within a tab, you can create 10 streams. A stream consists of
information drawn in from your connected social media
accounts. For example, you can create a stream that displays
the tweets that @mention your Twitter account. Or you could
use a stream to display messages sent to your Facebook page.
There are lots of different stream types you can add, for
example mentions, lists, keyword searches to name just a few.
Publisher The publisher tab will allow you to view what social updates
you have scheduled or upload your own social updates.
Teams With Hootsuite Pro, you can become a Member of a Team,
which gives you access and permission to post and view other
Hootsuite users’ dashboards. You can post on their behalf too.

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Getting started: add a tab
• Create a Twitter tab
• Click the My First Tab title to make this the
active area
• Click My First Tab and type Twitter as the
new tab name - press ENTER.
• To add additional tabs:
• Click the plus (Add Tab) icon.
• Type tab name, (in this case type Facebook)
and then press ENTER
• The new tab is now ready to use
• You now have your Facebook and Twitter tabs
created

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Setting up hashtag searches
• Near the top left of your Hootsuite
Dashboard is the option to +Add
Stream.
• A window will appear and you
should select the ‘Search’ option.
• Be sure to also select the
appropriate social channel you
wish to search.
• Add your town (or another
keyword) with or without a
hashtag. Or do an advanced search
to catch both.
• Now click Add Stream to see all of
the tweets with that keyword or
hashtag displayed in your
Dashboard.

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Keyword searches
• One of Hootsuite’s strengths is it’s
capabilities to search Twitter. You can
search for tweets and users tweeting
based on some simple Boolean search
criteria. Take a few minutes to visit the link
below.
• http://bitly.com/hootsuite-stream-help

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Opportunity spotter
• Hootsuite has such good search capabilities, you can search for highly
specific tweets or social updates and find sales opportunities for your
business. If you sell healthy snack bars, you could search for tweets from
people saying things like:
“I wish there was a healthier snack bar on the market”
• To find tweets like this, you could search Hootsuite for:
“I want” OR “wish” OR “would love” OR “like” AND “healthy snack
bar” OR “healthier snack bar” lang:en
• Make sure you use a “lang:” search, this will narrow down the results to
only ones written in your language. The “en” stands for English, the only
language I want to find in my search here.

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Setting up an opportunity spotter
• Add a new tab – click the plus sign shown
in the screenshot on your Hootsuite
navigation bar and name it.
• Click the Add Stream button.
• Now ensure Twitter is set as the social
network.
• Click Search to start to create your search.

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Scheduling an update
• To create your message click the text box in the top left-hand corner of your
Hootsuite screen. If you have a link to share then place it in the Add Link
box. As you do a “Shrink” button will appear. Click the icon
• Select the social media channels you wish to send from. Click send now
when finished

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Scheduling updates automatically
• Follow the same process as composing a new social update. However,
instead of clicking ‘Send Now’ you should click the little calendar icon above
the ‘Send Now’s button.
• Click to choose your day and time, Tick the box to email you when the
message is sent (optional) and Select schedule.

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Engaging with mentions
• When you mouse over any of the search
results a row of icons next to the
person’s name will appear. You will be
able to (in this order)
1. Reply
2. Retweet
3. Direct message
• You can also click the down arrow for:
1. Reply All
2. Favourite
3. Send to Email
4. Send to Conversation

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Ollie Whitfield
Content & Community
Manager
olliewhitfield@liveandsocial.com
08452871181 / +44 7593932403
Connect with me at:
http://linkedIn.com/in/olliewhitfield
http://twitter.com/OllieWhitfield_
http://plus.google.com/+olliewhitfield96
Connect with
@LiveAndSocial
www.liveandsocial.com
0845 287 1181
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