What is a stream?
Social monitoring helps you track the social conversations that matter to you most in streams. Streams are the searches that HubSpot uses to monitor conversations on Twitter and display them in your social monitoring tool. In addition to creating your own stream, you can view streams of your timeline, mentions, retweets, and sent messages. Twitter accounts for streams connect to the default social media settings in your social settings.
You can click on messages in the stream to read about the Twitter user who posted it. Then reply to the message, retweet it, favorite it, share it through the social media publishing tool, follow the user, or email it to a colleague so that they can follow up.
Go to the social monitoring tool
In your HubSpot Marketing Basic, Professional, or Enterprise account, navigate to Social > Monitoring.
Choose which account to interact as
If you have multiple Twitter accounts connected, first select which Twitter account you want to interact as. Click the avatar icon net to Interacting as: to switch accounts. This will determine what account can reply to, retweet, and otherwise interact with the messages that appear in your stream. To add another account, follow these instructions.
Create a new stream
Click on the plus icon tab in the top menu bar to create a new stream.
Select whose tweets you'll monitor
Next, decide which group of Twitter users to target with this stream. There are three options for whose tweets you can monitor:
- All of Twitter - HubSpot will search and listen to tweets from everyone on Twitter for any of the words you choose.
- A Twitter List - HubSpot will search and listen to one of the Twitter lists that your account subscribes to. To create or subscribe to new Twitter lists, follow these instructions.
- A HubSpot Contact List - HubSpot will search and listen to one of your HubSpot smart or static lists.
Enter terms to listen for
Enter one or multiple terms to listen for. If you enter more than one term in the That contain: field, a tweet will be included in your stream if it contains any term that you have entered.
Please note: your social monitoring streams use Twitter's search API to return results. Twitter recommends limiting your searches to 10 - 15 terms; monitoring streams with keywords above this limit can potentially break.To show additional options, click Show advanced search options.
The additional filter options when selecting All of Twitter are:
- Required keywords - These keywords make your stream more specific by only returning tweets that include the words entered into this field. For example, if you had a stream monitoring for the phrases ice cream and frozen yogurt, you could add a required keyword of free to monitor for any tweets about free ice cream or free frozen yogurt.
- Exclude keywords - Your stream will only include tweets that do not contain this keyword. For example, if we were using the previously mentioned free ice cream example, adding sorbet as an excluded keyword would exclude any tweets that also mentioned sorbet.
- Hide tweets from these accounts - This filter will make your stream include tweets that meet your specified criteria but will exclude tweets from accounts that you list in this input. For example, you could use this option to filter out the tweets from your own employees.
- Written in - This filter will include tweets that meet your criteria, but only if they are tweeted in the language that you select.
Set up notifications
Finish creating the stream
The last step in creating a stream is to name the stream and then click Create.
After you click Create, you'll be redirected to the stream view where you can see the stream you just created.
Edit a stream
If you want to edit the stream, click Edit below your stream tabs.
Delete a stream
When editing a stream, you also have an option to delete the stream.
Look at a different stream
You can see all of the streams created in your HubSpot account in the top menu by clicking the More dropdown menu. You also have the ability to search for a stream. Click on the name of a stream to view it.
Learn more about the people in your streams
You'll see if the people in your stream are also in your HubSpot contacts database based on the color coding. To learn more about the color coding, click here.
If you click on a specific Tweet or user in the stream, it will expand to reveal:
- Their lifecycle stage in your contacts database. If they are in your contacts database, you can click on the lifecycle stage to see their full contact record.
- The company they work for.
- Their website.
- Their social history with your company.
- If you are connected with Salesforce, you'll see the name of the person assigned to them in your Salesforce account and a link to view their record in Salesforce.
You can also gather more information about a person by clicking More Details.
This will bring up their Twitter profile and social contacts card. You can learn more about the user's most recent tweets, as well as their Twitter profile information and history.
Match a Twitter user with a HubSpot contact
If there is a contact with a gray bar, it means social monitoring recognizes the name of the person and thinks it matches someone in your contact database that is missing a value for their Twitter Handle contact property. Click on Possible contact match found to see if they're a match.
If they are a match, select Update. The contact will then be updated with the appropriate color for their lifecycle stage.