In this Pro Quickstart Guide, we will cover how to use the Pro functionalities of your Hootsuite dashboard. Starting with creating Teams and moving through permissions, analytics options, and Pro-specific dashboard tips, this guide provides you with tools to grow your abilities with the Hootsuite dashboard.

1. GUIDE
Pro
Quickstart Guide
A Guide to Setting Up Your
Hootsuite Pro Dashboard

2. PRO QUICKSTART GUIDE 2
Pro Quickstart Guide
Welcome to your Pro Overview
In this Pro Quickstart Guide, we will cover how to use
the Pro functionalities of your Hootsuite dashboard.
Starting with creating Teams and moving through
permissions, analytics options, and Pro-specific
dashboard tips, this guide provides you with tools to
grow your abilities with the Hootsuite dashboard.
In this Quickstart Guide, we will explore how to:
‹‹Add features to your Hootsuite plan.
‹‹Set up Teams and add Social Networks within
your Hootsuite Organization.
‹‹Add Team Members and manage your
Permission levels.
‹‹An overview of core dashboard functionality, such
as adding Tabs, Streams, and Apps.
Organize & Collaborate
Create an Organization
Hootsuite Teams transform your dashboard into a
collaborative tool. The Hootsuite Teams functionality
makes it easy to support, collaborate, and share
social media with your colleagues. Along with team
collaboration, being a part of an Organization will enable
you to easily communicate internally with Hootsuite
Conversations.

3. PRO QUICKSTART GUIDE 3
From the launch menu on the left, select your user
profile icon.
‹‹Under My Social Networks, click Create an
Organization.
‹‹In the pop-up box, type the name of your
organization and click Create Organization.
*While you can be a member of multiple Organizations, you can
only create one Organization.
Share from anywhere
with the Hootlet
The Hootlet is a Google Chrome extension that
allows you to find and share anywhere. Quickly
and easily share content to your social networks
from anywhere on the web, making it easy to
share, search, and schedule while you surf. Click
here for some Helpdesk instructions to help you
download your very own Hootlet.
Hootlet is the smartest way to be social while
you surf. With Hootlet you can quickly:
‹‹Search social media alongside your Google
search
‹‹Schedule, view, and AutoSchedule your posts
‹‹Share with a single click without leaving your
current window
‹‹Highlight text to share directly to social media
‹‹Discover geographically relevant social media
with location awareness
Add Social Networks
Adding social networks to your Hootsuite dashboard
allows you to post and schedule messages and tweets,
track brand mentions and analyze social media traffic
across multiple channels and profiles.
There are a few different ways to add social networks to
your dashboard, detailed in the side-info box. Try adding
a social network to a specific Team. By adding a social
network to a specific Team, only that Team will have
access to that social network.
1. From the launch menu on the left, click your user
profile icon.
2. Under My Social Network, click Add a Network.
3. Select the social network you want to add and
click Connect.
Teams and Team Members
Hootsuite Teams was designed so you can match your
online Team to your unique tasks and needs. Teams
allows you to establish structure within your Hootsuite
Organization, and help your Team Members engage
efficiently. Teams are a great way to scale throughout
your Organization as you grow and empower your
different social Teams.
Glossary
Organization: Highest level entity in Hootsuite.
An Organization contains Teams, Team Members
and social profiles.
Teams: Group of users collaborating together on
various social profiles within an Organization.
Team Members: Users invited to manage social
profiles within a Team.

4. PRO QUICKSTART GUIDE 4
Create a Team
1. From the Launch Menu on the left, select the user
profile icon.
2. Find the Organization you want to invite a member
to, and click Manage.
3. Under Members in this Organization, click
Invite a Member.
4. Type the email address of the team member you
want to invite.
5. Click Add User to Organization.
* This will automatically add the member to your Organization
giving them default permissions. The team member will also
receive an email informing them they have been invited.
Permissions
Varying levels of permissions allow you to manage team
members easily at multiple levels. You can manage all
Team Members in the Organization, Team Members in
individual Teams, and control access to social profiles.
Change permissions any time to remain consistent with
your business’ changing needs.
Hootsuite Conversations
Hootsuite Conversations is an internal
collaboration tool that allows for real-time
conversations with your Teams and Team
Members within the Hootsuite dashboard. Invite
specific Teams to an internal Conversation, or
invite your entire Organization. Push messages
from social networks to your Team
or Organization.
Adding More Social Networks in
the Dashboard
Inside the dashboard, you are able to add up
to four more social networks by clicking the
Add Social Network button in the upper left
hand corner of your dashboard.
From the pop-up, choose which social network
you would like to add from the list on the
left. Follow the instructions to connect and
authenticate your selected account.

5. PRO QUICKSTART GUIDE 5
Analyze
Measure your efforts using over 40 social analytics
modules to build and share custom reports or select
from a pre-made template for quick and easy reporting.
Create a Social Analytics Report
Hootsuite Social Analytics can help you measure the
results of your social media campaigns on Twitter
or Facebook. Social Analytics help gauge return on
investment (ROI), as well as provide data on traffic and
trends which help market research.
1. Click the Analytics button from the Launch Bar.
2. Choose the report you would like from the Template
list, and click Create New Report.
3. Once a template is selected, you can begin titling
and creating your report. You can even personalize
your header by uploading a logo and editing your
contact information.
4. To build a custom report that presents a number
of different metrics modules, click Build Custom
Report under Customize in the sidebar to the left
of your screen. You can add Analytics Modules by
selecting your preferred modules from the sidebar
under Reports. Make your report accessible to your
colleagues by dragging and dropping different metric
modules in the order you want them to appear.
Hootsuite Conversations
Hootsuite Conversations is an internal
collaboration tool that allows for real-time
conversations with your Teams and Team Members
within the Hootsuite dashboard. Invite specific
Teams to an internal Conversation, or invite your
entire Organization. Push messages from Social
Networks to your Team or Organization.
Additional Analytics Points
Some of our advanced analytics templates
require points for use. These points can be
purchased in the final step of completing your
analytics report.
When you click to create a report, you will be
asked to select the amount of analytics points
you would like to add to your account.
You can add Analytics points in batches of 50
or more. Once you’ve selected the amount you
prefer, click Add Analytics points and choose
from one of Pro’s 40+ analytics modules. Or,
create your own module that speaks to the
metrics you and your team need.

6. PRO QUICKSTART GUIDE 6
Engage
Optimize your audience engagement by creating search
streams, scheduling messages and monitoring all of
your social network profiles.
Dashboard Functionality
Tabs
Adding Tabs to your dashboard is a great way to
keep your dashboard organized. Tabs are completely
customizable. For example, you can have a Tab for your
Twitter account, a geographical location, or even search
word results.
‹‹To add a Tab, click the small plus sign at the top of
your dashboard.
‹‹Under Tabs, you can add a variety of different
Streams according to the social networks you have
added.
Streams
Streams help you monitor and engage with social
activity. Stream content varies according to the
connected social network. For example, from your
Twitter account you can add Streams like Sent Tweets,
Retweets, and Mentions. From your Facebook account,
you can add Streams like Wall Posts and News Feed.
In the Add-Stream Helper, choose which social network
you would like to add. From the Select the type of
stream list, choose which streams you would like to
appear in your dashboard.

7. PRO QUICKSTART GUIDE 7
Schedule and Publish a Message
Keep in touch with your social circle. The Publisher
allows you to create custom content to share with your
selected social networks. Scheduling features like the
Auto-Scheduler or Bulk Scheduling help you coordinate
your messaging strategy. Geolocation and tagging help
you target your audience more effectively.
‹‹To share a message, first choose which social
networks you would like to share with from the
Profile Picker in the top left corner of your
dashboard.
‹‹Write your your message in the Compose Message
box. To share immediately with your selected social
networks, click Send Now.
‹‹To schedule a message for later, click the calendar
icon to view the drop-down calendar. Set the date
and time you wish to send your message and hit
Schedule. Can’t decide what time to choose? Select
AutoSchedule to have Hootsuite choose the most
optimal time of day for you.
Want to learn more about scheduling our messages? Sign up for a
webinar with one of our social media coaches to learn even more
scheduling tips and tricks.
Pro Social Strategy
Our Social Media Coaches offer free strategy
sessions for your dashboard. In their weekly
webinar series, the Social Media Coaches take
you through various dashboard elements and
social methods to help you take your Pro-social
to the next level.
Another Way to Organize
Alternatively, you can add a Stream through
the Add a Stream button at the top of your
dashboard. Choose your preferred social
network and whatever corresponding stream you
would like.

8. PRO QUICKSTART GUIDE 8
Reply, Delete, and Like a Message
You can quickly perform a range of social actions on
messages from directly within a Stream. Engage with
your social network by replying to questions, retweeting
relevant content, or liking posts across your various
social networks.
To respond to or Like, hover over the relevant message.
Hovering over the message will make the interaction
icons appear.
Share From Anywhere, Anytime
When you download the Hootlet extension to
your web browser, you can share content across
your social platforms without ever leaving the
page you are on.
To share, simply click the Hootlet icon and
the compose box will appear. The link of the
page you are on will automatically shorten and
populate the compose box.
The Hootlet also allows you to easily schedule
your messages. Simply compose your message,
and click on the day and time you would like your
message to post.
Not sure when you’d like your message to send?
Hootlet can help! Select the auto-schedule option
to have Hootlet push your message at the most
optimal time in the day.

9. PRO QUICKSTART GUIDE 9
Add Apps to your Dashboard
The App Directory lets you to add extra functionality to
your Hootsuite dashboard. Apps like Flickr, YouTube,
Tumblr, and MailChimp make your dashboard even
more centralized.
‹‹To add an app to your Hootsuite dashboard, hover
over the Launch bar at the left-hand side of your
dashboard and click the puzzle piece icon. Once
inside the App Directory, you can choose from over
100 apps that help add diversity and functionality to
your dashboard.
‹‹Installation is easy: simply click the Install App
button next to the app you’d like to add. The app will
automatically create a new Stream, from which you
can authenticate and connect your account.
‹‹Want to pull up a Stream with one of your added
apps? From the Add a Stream stream, click the Apps
section at the top center.
‹‹From here, you can either create a Stream from an
app you have already installed, or click “Get More
Apps” to be redirected to the App Directory.
Additional Resources
There is plenty more to learn, and we’re adding
new features and functionality all the time.
‹‹To learn more, visit hootsuite.com/help
where you’ll find FAQs, support articles,
community support forums, user generated
tutorials and more.
‹‹Enroll in Hootsuite University to maximize
your understanding of the dashboard. Your
HSU admission is free during your 30-day
free trial of Hootsuite Pro. Check out the full
selection of courses on Hootsuite and social
media.
‹‹For additional instructional videos, check
out our Hoot100 videos found on our
YouTube channel.
‹‹Small classrooms make for better learning!
Our Social Media coaches host a number
of weekly live webinars. You can register by
clicking here.
‹‹Follow @Hootsuite_Help on Twitter for
troubleshooting tips and more.
‹‹Visit blog.hootsuite.com to learn more about
news, events, releases and find resources
such as case studies, guides and white papers.