How to use Hootsuite to Manage Social Media | Hootsuite | Skillshare

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How to use Hootsuite to Manage Social Media

teacher avatar Hootsuite, Be a Social Media Expert!

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

26 Lessons (57m)
    • 1. Trailer

    • 2. How to Create a Free Hootsuite Account

    • 3. Overview of the Hootsuite Dashboard

    • 4. Adding a Social Network to Hootsuite

    • 5. Managing Instagram with Hootsuite

    • 6. The Hootsuite Mobile App

    • 7. Engaging with Your Audience

    • 8. Social Listening with Streams

    • 9. Engage Your Audience with Streams

    • 10. Using Geo-Search to Find Conversations

    • 11. How to Use Hootsuite Inbox

    • 12. Publishing with Hootsuite

    • 13. Using the Hootsuite Composer

    • 14. How to Use the Hootsuite Publisher Page

    • 15. Getting the Most out of Planner

    • 16. Bulk Scheduling Posts

    • 17. Using Collaborative Drafts

    • 18. Instagram Publishing

    • 19. Instagram Publishing - Stories

    • 20. Measuring Success with Analytics

    • 21. Introduction to Hootsuite Analytics

    • 22. Using Reports in Hootsuite Analytics

    • 23. Taking Hootsuite to the Next Level

    • 24. How to Use the App Directory in Hootsuite

    • 25. Introduction to Orgs & Permissions

    • 26. Final Thoughts

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About This Class

Get introduced and set up on the social management tool Hootsuite with their Online Education team in this 1 hour introductory class. 

Are you a social media pro? Just getting started? No matter your experience, this class will help you get set up in Hootsuite and get started managing all your social media channels from a single place.

Social media dominates the online landscape, but maintaining channels can be time consuming. Social media management tools like Hootsuite exist to make it easier to stay on top of all your social channels in a single place. They allow you to plan and schedule your content in advance as well as track metrics across all your channels so you can easily compare them against each other. With Hootsuite, you can even set up teams to work with other people without sharing passwords to your networks.

Hootsuite is a complex tool and it can be intimidating. That’s why we, Hootsuite’s Online Education team, have developed this course - to walk you through the many features available within the Hootsuite dashboard and get you started with Social Listening, Monitoring, and Publishing. 

In this course, we’ll cover all the basics in connecting your social channels to Hootsuite and introduce you to all the features and tools in the Hootsuite dashboard that will make managing your social channels a breeze. We’ll also give you a brief introduction to Hootsuite’s advanced features like the App Library, where you can connect to 3rd party services and tools; and setting up Organizations so that you can collaborate on social with your team.

By the end of this course, you’ll be able to:

  • Create a Free Hootsuite account and understand which plan level is right for you.
  • Connect your social networks to Hootsuite.
  • Publish and schedule social posts.
  • Set up your Hootsuite dashboard for social listening and monitoring.
  • Interact with your social networks from within the dashboard.
  • Track analytics.
  • Understand organizations and permission levels.

After this course, if you want to continue learning about social media strategies, Hootsuite offers a certification. You'll find a coupon code in the final video for a discount on this certification exam. The exam can be found at


Hootsuite is a social media management platform that allows you to connect and manage all your social networks from a centralized dashboard with powerful analytics and scheduling tools.

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Be a Social Media Expert!



Social media dominates the online landscape, but maintaining channels can be time consuming. Social media management tools like Hootsuite exist to make it easier to stay on top of all your social channels in a single place. They allow you to plan and schedule your content in advance as well as track metrics across all your channels so you can easily compare them against each other. With Hootsuite, you can even set up teams to work with other people without sharing passwords to your networks.


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1. Trailer: Hootsuite is a powerful tool for managing your social media channels. I'm Dan Lieberman from Hootsuite's online education team. My team and I have put together this course to help you get started in Hootsuite dashboard. We'll be covering everything you need to create a free or team account and get setup. That includes how to connect your social networks, setting up streams for social monitoring and listening, interacting with your networks from the dashboard, publishing and scheduling posts, including Instagram stories, tracking your analytics, and give you an introduction to some of Hootsuite's advanced features like the app directory and team organizations. At the end of this course, we'll give you a coupon for half of our certification exam. You can get professionally certified with credentials you can show off to your employer, add to your resume, and display on LinkedIn. Make sure you have a few social networks ready, and start thinking of some content you'd like to post. We'll get started learning how to use Hootsuite. 2. How to Create a Free Hootsuite Account: Before getting started, you'll need to create a HootSuite account. There are four account types. The professional and team plans include 30 days free. But to start with a limited free account, click "Sign up now. " check out the comparison of each account type to help you decide which one works best for you. In this video, we'll use the basic free plan. Once you've clicked "Sign up now", continue to the free account setup. If you want a 30-day free demo of a professional or team plan, there are a few more steps and you'll need to enter your credit card information. For now, we'll go back to the free account as it only requires a name and email address. Once you've made an account, you'll be prompted to connect two social networks. Feel free to connect them now, or skip this step and jump straight into the dashboard by going to Take a minute to click around and explore the options on the left side. We'll give you a full tumor. In the next lessons. The composer is where you create new posts. Underneath are your primary tools like Streams and Analytics. Then below are account settings and help. This is also where you can find more courses like this one in HootSuite Academy. Once you've had a look around, you're ready to start learning about all the features HootSuite has to offer. 3. Overview of the Hootsuite Dashboard: Now that you've signed up for your HootSuite account, let's take a quick tour of the dashboard to locate the most important features including: audience engagement, publishing, inbox, and analytics. Anything you want to do in HootSuite can be found in the sidebar with the main workspace in the center. The sidebar is where you can access core HootSuite functionality like composer, streams, publisher, inbox, and analytics. You'll also find additional HootSuite products: notifications, help and resources, and your profile which houses the app directory, social networks and account settings. If you'd like to learn more, you can always access our HootSuite academy training through the help menu. Before you can unlock the power of HootSuite, you'll need to connect your social media accounts, which is done here in the social networks and teams area. Scheduling and publishing posts is one of the most popular uses of HootSuite. Hover over the icon to access composing options. The HootSuite composer is where you draft a post, select the networks you want it to publish to, preview it, and schedule a publish time. Visit the planner to review your drafted and scheduled posts in a calendar view. Scroll through your past scheduled history, or view what's next in your scheduled calendar queue. Streams are where you monitor what's being said across all your social channels. Within individual streams, engaging with your audience is easy through retweeting, liking, commenting, and messaging options. Depending on your plan type, you may have access to inbox. Manage all your conversations across different social channels in one place. You can see all your inbound messages, reply to them, or assign them to teammates. If you're curious how the content you're posting is being received, click into the analytics section in the sidebar. You can view in-depth post performance metrics and create analytics reports for metrics like followers and engagement, and share them with teammates. 4. Adding a Social Network to Hootsuite: To start managing your social media accounts within HootSuite, you'll first need to add them to the dashboard. By adding your accounts to HootSuite, you'll be able to compose, schedule, and published posts, as well as engage with your audience, view analytics and much more. If you're using HootSuite to manage social accounts on behalf of an organization, click "My Profile", "Social networks and Teams", then next to your organization name, "Manage". Add a social network, select your social network, enter your credentials and click "Sign In". Adding a Facebook business page involves an extra step. First, sign in with a personal account of an administrator for the business page. Second, select the business page you want to connect. Be sure to accept any additional permission prompts. If you're using HootSuite for personal use, click, "My Profile", "Social networks and Teams", then add a private network. Now your social networks are connected and you're ready to use HootSuite. If your social account is disconnected, you'll see an alert on your profile. Click to see which accounts need to be reconnected. Some profiles will also let you know why your account was disconnected. Click the link to access help-desk articles specific to the disconnection issue so you can prevent it from happening in the future. You can also reconnect accounts from alert banners within streams and from the social networks and Teams page. 5. Managing Instagram with Hootsuite: Using Instagram with Hootsuite allows you to create and schedule posts and stories, monitor hashtags, and track analytics all in one place. Advanced Hootsuite users can run Instagram ad campaigns, bulk schedule posts, and integrate apps for Hootsuite extensive app library. In Hootsuite streams, monitor the engagements on your published posts and respond to comments directly. You can set up another stream to keep track of your scheduled posts, or create a hashtag stream to follow industry trends, re-share content, and send relevant data to your integrated apps. Click on an Instagram post or user from the stream to launch Instagram natively, so you can jump into a conversation there. Hootsuite composer, makes crafting your Instagram post easy. You can build and schedule your posts from start to finish, right here. Grab an image straight from your computer, your organization's content library, or from a Cloud app like Adobe Experience Manager. Add the finishing touches to your image with Hootsuite built-in editor, which hosts a wide range of filters and network specific dimensions. Publish your post immediately, or schedule it for a later date using one of our dual publishing methods. You can publish your post directly to Instagram or have the post sent to your phone to tag a person or location. Open the Instagram Stories composer to create customized stories in the same way. You can add up to ten images and videos at once, which will be uploaded to Instagram in the sequence you set. View all your scheduled Instagram posts and stories in the Hootsuite planner alongside your other social content. Here, your team can easily reschedule posts, create them from scratch, duplicate them, or delete them. You'll also see all your previously posted content. Hootsuite Analytics offers valuable insights into your post performance and engagement metrics. Start with the pre-selected set of analytics, or customize your analytics dashboard to track the metrics you need most, such as likes, followers, and comments. Advanced Hootsuite users have access to additional tools that optimize your Instagram strategy. Tools like Hootsuite ads, allow you to create paid ad campaigns from your dashboard and track them across Instagram and Facebook. Dive into the Hootsuite App directory to find powerful apps like Panoramiq Insights, which provides an in-depth analysis of key metrics for your Instagram posts and stories. Finally, ensure your Instagram content is approved by all necessary stakeholders before it's published by setting up permissions. For example, you could give new employees permission to create posts, but only publish them with approval. Or give analysts the ability to review analytics without being able to create new content. This allows you to maximize on team collaboration without worrying about an off-brand post accidentally being published. Or the added security risks of sharing your Instagram account password to multiple people within your organization. 6. The Hootsuite Mobile App: Social media activity doesn't stop when you step away from your desk. The Hootsuite Mobile app for iOS and Android lets you manage your social media content and conversations when you're on the go. To get started, download the app from the app directory. Then login with your Hootsuite credentials. Hootsuite Mobile gives you access to your streams, publisher, composer, inbox, and settings. Your engagement streams will be pre-loaded based on how your desktop dashboard is set up. Use engagement streams to find and respond to comments quickly just as you would on desktop. You can reposition streams and tabs as needed, and even create new ones. For example, if you're at a conference, use search to find the event hashtag. Then add it as a stream to connect with other attendees. Any new streams added in Hootsuite Mobile will automatically sync with your desktop Hootsuite dashboard. Let's now look at how to publish a message with mobile. Tap Compose, and select the social networks you want to publish to. Write your message then add a photo, GIF or video. Depending on your plan type, you may also have access to your content library. If you include a link, shrink it to save space, and track click throughs. To mention a user, start typing their username, then pick their handle. Finish by tapping Send Now, Auto Schedule or schedule a custom time or you can save it as a draft to come back to it later. Now let's take a look at the publisher. Publisher is where you can see scheduled and draft posts and calendar view or list view. You can edit message details such as publishing times or content. Tap a time slot to create and schedule a brand new message. For plans that have the message approvals feature, you can view messages that requires sign-off by an admin right here. Some users may also have access to Hootsuite inbox. With inbox, you can manage your conversations across different social channels. In one place, you can filter all your inbound messages by network and assignment status, reply to them, or assign them to a colleague. Swipe right to mark a message as done. If you have any questions or need additional guidance on using Hootsuite Mobile, click on the Help button to access a range of resources. 7. Engaging with Your Audience: Now that you're familiar with the dashboard, and have added your social networks, we can start using Hootsuite to monitor and engage on them. Over the next few lessons, we'll go over some of Hootsuite's social listening tools, as well as learn how to set up streams, interact with your audience, and respond to direct messages using the inbox. 8. Social Listening with Streams: Hootsuite streams display content from connected social accounts, offering an easy way to engage with your audience, and keep track of social activities happening across all your social channels. In one place, you can monitor things like post engagement, conversations, mentions, keywords, and hashtags, and respond right away, rather than visiting all your social profiles individually. If this is your first time in streams, select an option and pick which stream you want to add. If you're unsure, we recommend starting with my posts and mentions to see how people are directly engaging with your brand on social media. Click "Add to Dashboard" to finalize. After this, additional streams can be added as needed. Once a stream is added, notice that the engagement metrics for each of your posts are also visible. From here, you can easily engage in conversations by resharing, commenting, and liking posts. Keep in mind, each social profile type offers different stream functionality, so what you can do within each stream will vary. For example, with Instagram, you can reshare posts to your own profile from a hashtag stream, and with Facebook, you can track mentions of your business page. You can also specify how often the streams refresh and adjust the view to allow for more or less screen content. Search streams empower you to undertake ongoing monitoring of things like hashtags and keywords. Once you set up your searches, the search results will be continually updated in the streams. Different networks can be actively searched in different ways. For example, those with Instagram business accounts can search up to 30 unique hashtags in a seven-day period, and then easily join relevant conversations. You can search Twitter using relevant keywords or hashtags. For example, monitor positive mentions using terms that include your brand name and the keywords, love it. When adding search terms, do not use commas to separate terms, instead, use spaces which provide results that include all terms. To pull results that contain either term, type or. If you're looking for a specific phrase, use quotation marks. Another tip when selecting your search terms is to spend time thinking about how people mention your brand day-to-day, such as popular abbreviations, as well as any common misspellings. Once you've selected your terms, click "Search". After your stream is live, you can modify your search terms if needed. Within a hashtag stream, you can filter even further by follower size or additional keywords. Now that you have a number of streams setup, notice that they are housed within a board. Boards are useful for organizing streams. You can add up to 20 boards to group streams together by social network, campaign, engagement, or search type. Each board can hold up to 10 streams. Click a board to rename it according to its content. Now add streams and social networks within this board. Saving a Twitter quick search stream will add it to whichever board you perform the search from. Drag and drop boards to rearrange them, then minimize the pain for more screen space. You can easily access your boards without reopening the panel. Delete a board to permanently remove its contents from your dashboard. Many Hootsuite users start out by creating a dedicated board for each of the social networks they manage. As you gain experience with Hootsuite, you'll likely start organizing your boards and streams in a way that best fits with your social media goals. 9. Engage Your Audience with Streams: With HootSuite, you can efficiently engage with your audience across all social networks in one place. Let's say you spot a comment from a happy customer, engage with them by liking their post and replying directly in stream. You can also share or retweet their post. On Twitter, you have the option to retweet the post as is or quote the original tweet. Quoting the original embeds it in a box within your tweet, as well as sends it to the composer where you can post immediately or schedule for later. Click the number next to the retweet button to see who retweeted your posts. Click a username to view their Twitter profile and then follow, send a direct message, reply, or add them to a Twitter list. Or click their handle to view their Twitter profile natively to enrich your understanding of your audience. If there's a specific post you'd like to view natively, click the timestamp, which takes you to the platform to see the post. For networks that allow commenting, create a separate comment stream to stay on top of a fast-paced conversation. As a general rule, we recommend keeping comments made on your posts public, but if you find yourself on the receiving end of spammy or hateful comments on Facebook or Instagram, select hide from the drop-down menu. Hidden comments will still be visible to the commenter and their friends but are hidden from the general public. If you're receiving similar comments on Twitter, you can report the user. To reach out to a Twitter user for a private conversation, click the direct message icon within one of their tweets. You can also respond to a private message sent to your Facebook business page. First, add a messages stream from the add stream menu, then click the message to respond. Depending on your HootSuite plan, you may have more advanced engagement functionality. For example, you can assign posts to a colleague who's in a better position to address it or e-mail it to yourself to respond later when you have more time. You can even send posts to one of HootSuite's many integrated apps for a more holistic view of your customers' actions on social media. 10. Using Geo-Search to Find Conversations: Hootsuite offers geo search options, that let you find social media conversations happening in specific locations. Geo searches locate public posts from anyone who has marked a post with their location. These searches are useful for everything from tracking reactions to regional events, to monitoring feedback on a new business location. On Twitter, you can search for tweets sent within a specific radius of your IP address, or search a specific location's geocode. To set up a geo search for Twitter, begin by adding a stream and selecting "Search." Next, type in relevant search terms for your business, and click the arrow to find tweets within a 25 kilometer radius of your location. You can edit this radius to capture a larger or smaller area. But let's say you want to listen in on Twitter conversations happening in another city, country, or even neighborhood. For example, to monitor what's being said about the grand opening of a new branch. To do this, setup a search based on a specific geocode. First, you'll need to find the geocode. Go to the Google Maps homepage, and enter the address around which you want to conduct the search. Right-click on the exact location, click what's here from the menu, then copy the geocode. Then in the Hootsuite dashboard, create a search stream, add any relevant search terms, then type geocode:. Now paste in the geocode from Google Maps. Finally, type a comma after the geocode, and enter the radius you'd like to capture. Make sure there are no spaces after the word geocode, or else the search will not work. 11. How to Use Hootsuite Inbox: Hootsuite Inbox is a tool that brings social conversations together in one place. It allows users to monitor private and public messages received across many social networks. Inbox has three main areas: folders, conversation list, and conversation thread. In the conversation list view both public or private messages. Every person who engages with your brand's public content will have their own item in inbox. If you have a large number of messages, use the filter. For example, adjust to view Twitter direct messages or comments and replies on your Facebook page. You can also sort conversations chronologically. Within the detail view, you can see the full context of a conversation. For example, previous direct messages and comments. Let's drill down on this Facebook public message. You can reply to any comments in the threat, add an app mentioned, and respond directly with a private message. Depending on your plan type, you can also use tags to categorize comments and replies. For example, product feedback or a specific campaign. For a Twitter direct message, you could respond directly or assign the message to another team member who is in a better position to address it. Some plan types let you save a collection of replies to respond faster to common questions. For example, your opening hours or contact email address. To create a saved reply, click the icon, then create reply, name it, add your reply, and save. Now anyone with the relevant permissions in your organization can quickly find and apply this reply to any conversation by selecting the reply from the list. Once you've been using saved replies for a while, you'll see some are marked as suggested. Through machine learning, Hootsuite will predict when a specific saved reply is appropriate and automatically suggest it. Simply select the suggested reply to send it. Click Manage replies to edit or delete an existing reply. Find the reply you're looking for then either edit the details or delete it entirely. Keep in mind, this will delete the reply for all users in your organization. Certain Hootsuite plans allow users to assign messages to their team members or even to themselves. This way, your colleagues are notified when a message needs their attention. In inbox, users can click between folders to view relevant conversations. If a message does not require any action, simply dismiss it. You can also filter messages by assigned team member or team to quickly check the status of a message. When a team member assigns a conversation to you for action, you'll receive an email notification. This notification system helps ensure that important messages aren't missed. 12. Publishing with Hootsuite: Now that you know how to monitor and interact with your social networks, we can start creating social posts. In the next lessons, you'll learn how to use the composer to publish and schedule posts, and use the publisher page to manage your scheduled posts. We also show you how to bulk upload multiple posts at once and at the end of the lesson, go over the options for posting to both your Instagram feed and Instagram stories directly from the HootSuite dashboard. 13. Using the Hootsuite Composer: The Composer is the primary way to publish and schedule your posts in Hootsuite. It's a powerful publishing experience with extensive editing and customization options. Click to create a new post from anywhere in the dashboard. Note that the screen is divided in half. On the left side, you'll compose your post while the right shows a detailed preview. Select the organization, campaign, and the social accounts you'd like to post to. Then add your text. Your character count is monitored as you compose. Mention a brand or a user in your message by selecting from the drop-down. Now, add an emoji that best reflects your message. Save space with a shortened allylic. To track your link, click "Edit" and select from available presets. Notice that the shortened link appears in the post preview while the original will remain in the textbox. You have several options for adding media. The media library has royalty-free images and GIFs, or access your own assets with Hootsuite Cloud integrations. To upload a file directly from your computer, just drag and drop it. Add descriptive alt texts to Twitter, Facebook, and LinkedIn media to help people with visual impairment access the content. If you're posting a video to Facebook or Twitter, make it more accessible by adding subtitles, which is especially helpful for users watching without sound. Simply upload the SRT caption file to generate subtitles. When you upload video, Hootsuite automatically transcodes it to meet the requirements of the social network you're publishing it to. You can further customize your images with Hootsuite's advanced photo editing tools. Select aspect ratios by network. Reorient your image and adjust the color. Click "Save" when you're done. If you're publishing to Facebook or LinkedIn, you can also target your ideal audience. For example, restrict your Facebook ad from being seen by anyone under the age of 21 in a certain region. Or target your LinkedIn post to civil engineering managers. Note that LinkedIn requires a minimum audience size of 300 members to target effectively. To reach a wider audience, you can put paid advertising dollars behind Facebook and LinkedIn posts right from the composer. Select an Ad account. Save, then enter your promote settings like objective, audience, budget, and duration. Your ad will be pushed to your target audience as soon as your post is published. Now that your post is crafted, choose to either post it immediately or schedule it for later. If you opt to schedule your posts, click to bring up a calendar and select your preferred day and time. Finally, publish or schedule your posts. To get a bird's eye view of all your scheduled posts, head over to the planner to see your content in a calendar view. 14. How to Use the Hootsuite Publisher Page: The Hootsuite Publisher is a content command center which supports creating, collaborating, scheduling, and even advertising your social media posts. Open Publisher to review your drafted and scheduled posts. Posts are color-coded. Green means a post has been published successfully, while red means it's failed to publish. Click to edit a failed message and publish it again. Now, let's look at the Content tab. Here you'll find tools like Bulk Composer, which can be used to schedule a hundreds of posts at once. You can also manage your draft posts here. Drafts are post still in progress and are useful for collaborating on before they go live. Click to finish a post in composer. Scheduled content can be exported at any time, export specific posts or select all. If you have content sourcing apps like Google Drive or Dropbox, they'll appear here. Enterprise users can view their teams content libraries to compose messages with approved assets. Under Promote, increase the visibility of published posts with paid advertising, either manually select popular posts or create a custom automated campaign. 15. Getting the Most out of Planner: The Hootsuite publisher has three tabs, planner, content, and promote. In this video we'll introduce you to the planner, which is a useful tool for carrying out your social content strategy. With planner, preview all your scheduled to published and draft content in weekly view. You can also create new posts and organize existing ones. Flip through to see the weeks ahead, or back to look at previous weeks. You can also adjust the view and which day your week starts on. Post can be completed and scheduled directly in the planner by clicking a time slot. To rearrange your posting schedule, drag and drop the post to your desired time. Each schedule post shows the network it'll be published to. You can filter all your scheduled posts by network, and also by campaign if your Hootsuite plan supports it. Click on the title to open a detailed view of your post. Here, you can edit unpublished posts, make it a draft, duplicate or delete it. You'll also see the post's publishing status. 16. Bulk Scheduling Posts: Hootsuite bulk composer makes scheduling more efficient by letting you schedule hundreds of posts in advance. Let's get started in the Publisher under Content. Click "Bulk Composer", and download the example CSV file. A maximum of 350 posts can be scheduled at once, including existing scheduled posts. Input the date in a supported format then enter the time your posts should publish using 24-hour time. Publishing times need to be set at least 10 minutes ahead of when you plan to upload the file into Hootsuite. Next, add your caption, noting any social network character restrictions. You can't add emoji, images, or videos to your bulk posts, but once uploaded, you can edit your post to include them. Enter an optional URL. Now head back to the bulk composer. Select your CSV file and the social profiles you're publishing to. You can shorten links included using alley or keep them as is. Now, review your posts. Bulk composer makes troubleshooting easy with descriptive error messages. To fix an error, click it and revise as needed. Click "Post" to adjust, copy, add emoji, or add media. Then hit "Schedule". It may take a few minutes to process them all. Once scheduled, you can also edit individual posts in the planner. 17. Using Collaborative Drafts: HootSuite's Collaborative Drafts is a publishing feature for safely preparing and collaborating on posts before they go live. In this video, you'll learn to create and edit drafts that will be visible to members of your organization, and manage them as part of your calendar or planned content. To create a draft, open Composer and begin typing your message. You can save it as a draft now or at any time during the composing process. Now, select your social network. Please note that, only team members with permissions to that network will be able to interact with your draft. If you don't select any social networks, the draft will be visible only to you. We recommend assigning a date and time to your draft, which then lets you view and manage it in the HootSuite Planner alongside your other scheduled content. The Content tab in the HootSuite publisher shows all your drafts in one place, including those that weren't assigned a date and time. The Planner tab on the other hand, gives a more detailed view of drafts that have been assigned a date and time alongside other scheduled posts. Drafts appear in gray, while scheduled posts are bold. You can also filter by social network or by organization. Reviewing your drafts in Planner is the best way to strategically build your calendar of social media content. By viewing drafts alongside what's already scheduled, you can fill content gaps and plot out upcoming campaigns. Colleagues who are crafting posts for the same social network will be able to see drafts that others have started and collaborate on editing them. You can edit, duplicate, or delete drafts in either the Planner tab or the Content tab. The name of the drafts primary author will always be retained for easy reference. Enterprise users who only have limited permissions to a social network can only view and duplicate a draft, but never edit. If you duplicate a draft, a new version is created so that you can safely make changes without altering the original. Use duplicate to quickly plan a series of posts that contain similar content. For example, a social marketing team could create a series of posts to support a Halloween campaign. It's important to remember that content saved as a draft will not publish. When you're ready for your draft to go live, simply choose schedule or post it right away. 18. Instagram Publishing: Publishing to Instagram using Hootsuite has several advantages. You can schedule and reschedule posts, review all your analytics in one place, and quickly respond to comments. There are two possible methods for publishing an Instagram post in Hootsuite. Direct publishing, which is the fastest and doesn't require using the Instagram app and the mobile notification workflow, which has a few more steps requiring the Instagram app itself. Instagram business accounts can use either direct publishing or mobile notifications. Personal Instagram accounts can only post using the mobile notification workflow. If you're posting a multi-image carousel, you'll need to use the mobile notification workflow regardless of whether you have a business or personal Instagram account. Get started by clicking "Post" then Select your Instagram profile, add your copy and up to 10 images or videos. You can upload from your computer or select from any Cloud integrations you have set up. Hootsuite enterprise users can select images from their content library. Use the image editor to enhance your photo. If you're uploading videos, keep in mind Instagram's 60-second limit. If you're uploading a carousel post, you'll have the option to add notes to guide the team member who ultimately publishes the post. Once your post is ready to be published, select the method you want to use. If your post has a single image or video, direct publishing is the most streamlined approach. Post or published directly from Hootsuite with no additional steps. Either send it immediately or schedule it to be published at a later date. However, if you're posting a carousel or want to use features in the Instagram app for your post, such as, filters or tagging, use the mobile notification workflow instead. With the mobile notification workflow, you'll receive a push notification in your Hootsuite app at the time you've scheduled your post to go live. Enable mobile notifications by following the steps. Make sure both the Hootsuite and Instagram apps are installed on your phone. Then, open Hootsuite, go to Settings, notification settings, and turn on notifications for the Instagram account you'll be posting to. Next, go to the main settings for your device and enable push notifications for the Hootsuite app. Both notifications needs to be enabled for the mobile notification publishing workflow. Now, when it's time to publish the post, you'll get a notification which opens the app. Tap open in Instagram, and send it to your Instagram story or to your feed, tap to add multiple images or videos to the same post. With your post open in Instagram, make any final adjustments or edits, paste your preloaded caption into the box and hit "Share" Remember, your post will publish to whichever Instagram account you're currently logged into in the Instagram app, sign in to the correct Instagram account prior to opening the Hootsuite app and sharing your Post. Now, you can monitor your published Instagram posts right from the Hootsuite dashboard. Business accounts can engage with the post in stream or click to view it on Instagram and join the conversation there. You can even add another hashtag stream to stay on top of industry and competitor conversations. 19. Instagram Publishing - Stories: With Hootsuite, you can collaboratively create and schedule multiple Instagram stories at once. Pull from approved brand content using Hootsuite's app integrations and leave notes for your team. One scheduled, stories can be efficiently managed alongside your other social media content. Using the mobile publishing workflow, customize your stories with filters, location tags, and stickers before they go live. Click to create an Instagram story, select where to post and add up to 10 images and videos. Videos should be less than 60 seconds. Videos over 15 seconds will be automatically cut into separate stories once shared. Arrange your images and videos. Use the editing tool to change dimensions or add a filter. Remember, stories work best with vertical content. Next, add copy as well as hashtags or swipe up links. Collaborate with teammates with publishing notes, for example, leave a note for your manager to add location tags, polls, and stickers. Preview to ensure everything is correct, then schedule your story for the date and time you want it sent or send right away. You'll need to have mobile notifications enabled to complete the stories publishing process, so if you don't, follow the prompts to get set up. When your story is ready to be published, you'll receive a push notification from Hootsuite. Open the Hootsuite app, check your images, and review any notes from colleagues, then launch Instagram and tap through the publishing steps. Tap your story icon, then your camera roll. Your stories will be available in the order you set in the composer. Use multi image to add them all. Paste the copy onto your story, add any final touches, and share. If you miss the push notification, you can always re-trigger it in the Hootsuite app by tapping the bell. Scheduling multiple stories with Hootsuite is useful for things like planning campaigns in advance. The Hootsuite Planner lets you view and manage stories alongside other scheduled content. Click a story to edit, delete, duplicate or save as a draft or click a time slot to create a brand new one. Post status shows if the publishing notification has been scheduled, sent or opened so you can see the status of all stories in flight. 20. Measuring Success with Analytics: There are many ways to measure the success of your social strategies. In HootSuite, you can see analytics from all your channels in one place and compare that data across different networks. The next lessons we'll introduce you to HootSuite analytics and show you how to create reports to share key data with stakeholders. 21. Introduction to Hootsuite Analytics: Measuring social media performance across multiple networks can be time-consuming and makes managing the results difficult. Hootsuite Analytics solves this problem; it's an easy-to-use tool for measuring the success of your social media efforts. Access Hootsuite Analytics in the sidebar. Here, you'll see two main areas, post performance and reports. Post performance shows your published content with an overview of how it was received by your audience. Here, you can set the date range and edit the columns to show metrics that are most relevant to you, like comments or video views. Let's now look at the reports area. You can create customizable and shareable reports geared precisely to the reporting needs of your organization. There's overview reports of individual networks and mixed overview reports with aggregated metrics across multiple social networks. The reports area also has pre-made templates for monitoring the performance of individual networks. Hootsuite users with more advanced reporting needs should take advantage of custom reports, which can be built out using only the metrics that are important to you. Hootsuite Analytics also has team and time metrics, depending on your plan type. Team metrics enable admins to track team member productivity. Team metric reports can be customized to include valuable measures like first response time and resolution time. 22. Using Reports in Hootsuite Analytics: Reports in Hootsuite Analytics are fully customizable collections of analytics data. Each report has a flexible interactive interface that lets you drag and drop up to 100 tiles. Once your reports are created, the complicated task of reporting is essentially on autopilot. When getting started with reports, you can either use existing templates or custom reports. Let's start with templates. These are preset collections of tiles organized by social network. They're specially handy if you're still figuring out what analytics are best to monitor. Pre-built templates collect analytics in key areas. Audience for example, gives insight into your followers. Engagement shows actions taken on your published content, and publishing measures how your content is performing. Facebook and Twitter users can even compare the performance of those two networks side by side. Hootsuite Analytics can report on additional Facebook metrics like video performance or how a paid post is doing compared to organic and viral posts. Once you've selected a template, reposition and resize tiles by dragging and dropping. Then filter the template by social networks or add new metrics. You can also add your organization's logo, delete the report, or duplicate it. Click a tile to adjust it's specific data, rename it, compare, and choose your preferred graph type. Most visualizations show the top three data points. Show more with the list visualization. You can also filter tiles by tags and campaign to further refine the data being measured. You can also view the data by percentage. For a holistic view of social analytics, try the mixed overview template. This gives aggregated metrics from multiple social networks. Mixed overviews are useful for producing executive level summaries into one master report. Further customize your templates by adding more metrics from places like insights powered by Brandwatch, Impact or Amplify. Advanced users can create custom reports where you only add the metrics you need. Use custom reports to create versions for different stakeholder groups. Change the name of your report to stay organized. Analytics reports can be exported in a variety of formats. Scheduled for automated e-mail delivery or shared directly with your team. You can view and manage all of your reports in the sidebar. Sort your reports however you need to. From here, you can search, create, duplicate, and delete reports. The functionality covered in this differs depending on your Hootsuite plan type. If you're not seeing a feature mentioned in this video, visit the Hootsuite plans page or contact your Hootsuite representative. 23. Taking Hootsuite to the Next Level: By now, you've got a solid understanding of HootSuite, but we've only scratched the surface of what you can do with it. From running paid campaigns to monitoring sentiment of your audience, to collaborating with Teams. There are a myriad of advanced tools you can use to manage your social channels. In the next lessons, we'll show you a few of these tools and go over how to use them to up your game, including introducing you to our app directory, where hundreds of third-party apps can connect to your dashboard, and a brief introduction of how to use your tweets, orcs and permissions to collaborate with your Team. 24. How to Use the App Directory in Hootsuite: The HootSuite App Directory is a large ecosystem of free and premium apps and integrations. By installing these tools, you can customize the functionality of your HootSuite dashboard for very specific business needs. In this video, we'll show you how to find and add the apps from the App Directory. You can access the App Directory from within your dashboard. Then scroll or search for the app you'd like to install. For example, install Google Drive for HootSuite to store and access brand-approved assets within HootSuite, making sharing faster. Or install panoramic insights to add valuable Instagram analytics like account activity, follower demographics, and the effectiveness of your posts and stories to your dashboard. HootSuite's indicator allows you to view and share RSS feeds from your dashboard to social channels, making re-sharing content seamless. If the app is available as a stream, you'll need to add the upstream to either add two new tab or add to existing tab. Some apps also have a plug-in, so it can be integrated across your entire dashboard and not localized to a single stream. If you want your app contained to a specific stream, you can remove the plugin. Now click "Finish" and start using your new app. If you're not immediately clear on which apps best suit your needs and need an enhanced search of HootSuite's app integration ecosystem, we recommend visiting Here you'll find several curated collections of suggested apps handpicked by our social media experts. Take your search deeper by navigating to categories where you can find apps by specific function or industry. Or for a full list of the entire HootSuite app ecosystem, go to Apps to see the full list. Click for more information about functionality, cost, and user guides. Then click "Install" to add the app to your dashboard. 25. Introduction to Orgs & Permissions: A Hootsuite organization is the overall structure of how your company's employees and social media networks are organized within Hootsuite. An organization is comprised of teams, members, and social networks. Within Hootsuite organizations are permission settings. These settings help control off-brand or accidental communications, limit password sharing, and give employees an efficient way to collaborate on the company's social channels. In this video, you'll learn how to create a Hootsuite organization and how to manage teams and permissions for individual users. Hootsuite organizations are dynamic, which means you can always change the structure, add or remove users, teams, and social networks. If you're just getting started with Hootsuite, create an organization by clicking your profile picture and selecting Share social networks. Next, choose an existing social network to add to your organization. Click to authorize the account. Once your organization is created, you can create teams to segment individual users into groups and then give them access to specific social profiles. You can create new Teams by clicking "Add a team." Teams are great for organizing users by function or specific social accounts. For example, you might create a team for customer support agents and assign them permissions just to Twitter. Please note that social accounts can belong to more than one team. If you need to reorganize users within your teams, click on the team you'd like to edit, hover over a team member, click "Settings", then remove them from the team. Now, click the "Add" button to insert that member into another team. Users can belong to multiple teams at once. To add a brand new user to your Hootsuite organization, for example, if you hire a new employee, under your organization name, click "Members." Here, you can invite members by entering their email address, assign them permissions, and add the user to a team. Users within an organization can have three levels of permissions. Super admins, admins, and default. Think of these permission levels as a pyramid with super admins at the top. Users with default permissions form the base of the pyramid. They can view details for the teams they're on and use social networks they have access to. Admins and super admins have access to all social networks, users, and teams. Super admins are the only users who can manage admins, vanity URLs, billing, and your organization's profile. 26. Final Thoughts: Congratulations on making it to the end of this course. By now, you should be comfortable using Hootsuite to post and schedule on your social channels, have your dashboard set up for social listening and be able to track your success with analytics. If you're interested in learning more about Hootsuite's advanced features, we're also happy to offer you an exclusive code to get your professional certification. Use the code Skillshare 50OFF for a 50 percent discount on the platform exam, so that you can be an expert at managing your or your company's social media channels.