How to create streams in the Social Monitoring tool

Last Updated: July 10, 2015

You can use the Social Monitoring tool to:

  • Track mentions of words and phrases that are important to your brand.
  • Follow lists of contacts or Twitter lists as they discuss topics that matter to you.
  • Reply to, retweet, favorite, and share tweets with your team.

You can attract more visitors to your website by creating content based on the conversations you track online. Delight more customers and convert more leads by using the integrated Contacts tool to offer context and support to your social conversations.

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 Social Settings.

What is a stream?

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.

Instructions

Follow these steps to learn the basics of creating a social media monitoring stream. In the next few articles, you'll learn how to create specific streams based on your company's audience -- prospects, leads, or customers.

1. Go to the social monitoring tool

Click on Social > Monitoring to get to the tool.

Navigate to Social Monitoring

2. Choose which account to interact as

If you have multiple Twitter accounts connected, you will first want to select which Twitter account you want to be interacting 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 the stream. To add another account, follow these instructions.

2. Choose which account to interact as

3. Click the + to create a new stream

Click on the + tab to create a new stream.

3. Click the + to create a new stream

Select whose tweets you'll monitor

Next, you need to decide which group of Twitter users to target with this stream. We have three options for whose tweets we'll 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 Contact List - HubSpot will search and listen to one of your HubSpot Smart or Static lists.
Select whose tweets you'll monitor

4. Enter terms to listen for

Enter one or multiple terms to listen for. If you enter more than one term in the That contain text field, a tweet will be included in your stream if it contains ANY term that you have entered.

To show additional options, click Show advanced search options.

4. Enter terms to listen for

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.

4. Set up notifications

Once you set filters for your stream, you need to choose how you would like to be notified of a stream match. You can be notified by:

4. Set up notifications

5. Finish creating the stream

The last step in creating a stream is to name the stream and then click the Create button.

5. Finish creating the stream

After you click the Create button, 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 the Edit, button below your stream tabs.

Edit stream

Delete a stream

When editing a stream, you also have an option to delete the stream

Delete a stream

Look at a different stream

You can see all of the streams created in your HubSpot account in the top menu under the More tab. You also have the ability to search for a stream. Just click on the name of a stream to view it.

Look at a different stream

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. Different colors signify different lifecycle stages. To learn more about the color coding, click here.

Learn more about the people in your streams

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 on the More Details button.

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 grey 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.

Match a Twitter user with a HubSpot contact

If they are a match, select Update. The contact will then be updated with the appropriate color for their Lifecycle Stage.

Next Article: How to use the social monitoring tool to engage with prospects

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