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Social Studio: Getting Started with Social Studio

What is Social Studio?

Social Studio is a social media publishing and analytics platform. CU Libraries only subscribe to the Analyze platform, which allows users to find posts and comments from platforms like Twitter, Instagram, blogs, mainstream news, and more. It also has data on sentiment trends and influencers. 

Getting Started with Text and Screen Shots

Step 1. Sign in to Social Studio

Download these directions as a PDF here.

Sign in to Social Studio using your username and password.

If you do not have a username and password, request an account. You will receive an email from Salesforce when your account has been created.


Username and password fields

Step 2. Create a Workspace


  1. Click on "Create Workspace"
    1. If you are a returning user, in the upper left corner, click on Social Studio, to find an existing Workspace or create a new Workspace
  2. Name your Workspace and click "Next" to save your title
  3. When you are asked to add Social Accounts, ignore this and click on "Exit Setup"

While you can add personal accounts (such as your own Twitter or Instagram accounts), you will not be able to get any data on your accounts. Our subscription will not retrieve data on personal accounts. 

Step 3. Create Social Listening Summary Dashboard

There are three functions to Social Studio. We only subscribe to the Analyze function, which allows for social listening.

  1. Make sure you are on the Analyze page. In the same web browser you used to login to Social Studio, go to You should be in Analyze’s Gallery view, which lets you create a collection of social listening dashboards.‚Äč
  2. A Social Listening Summary Dashboard provides a search summary based on keywords from the last 30 days. At the top right, click on the green Create Dashboard button.
  3. Click on Social Listening Summary

Note: While it appears we have numerous account summary options, we only have access to Social Listening Summary. Although you can add personal accounts (such as your own Twitter or Instagram accounts), you will not be able to get any data on your accounts. Our subscription will not retrieve data on personal accounts.

From left to right: First image, icon of workspace; second,

Step 4. Create a Topic Profile

Topic Profiles determine your search results. 

  1. Click on "Create New Topic Profile"
  2. Name your Topic Profile
  3. Add the keywords you want to include and exclude in your search. Click on "Create the Keyword Group". If you do not want to search for or exclude keywords, click on "Skip" at the bottom. Tips for selecting keywords:
    • Review social media accounts and select a few posts that are exactly about your topic. Write down hashtags and common keywords.
    • To search Instagram, make sure you enter text with a hashtag. For example, #tbt. However, Social Studio is not great at searching Instagram and the results may be incomplete.
    • Contains Keywords will search for posts with any of these words. Example: It will find tweets with the words “cu boulder” OR #cuboulder.
    • And Contains Keywords will search for posts with any of these words plus the words in Contains Keywords. Example: It will find tweets with #gobuffs AND soccer, OR #gobuffs AND #soccer.
    • Exclude Keywords will eliminate posts with any of these words. Example: Although a tweet will include #gobuffs AND soccer, it will not find tweets that have Samuel Clemens high school.
  4. Use the other filters, like language, region, Twitter account, and media type, to filter your results.
    • Include or exclude specific Twitter accounts or users: Click on "Add / Remove Source Gro..." If you do not have a Source Group, click on + Create New Source Group to make a Source Group. After you have a Source Group, click on your Source Group's box to add it to your Topic Profile. Next to your Source Group, click on the blue triangle to indicate if you want to include keyword matched content, include all content, or exclude content.
    • Note: The EMV (Estimated Monthly Mention Volume) number is at the top of the New Profile box. EMV tells you the number of results your Topic Profile will return. If you aren't comfortable working with lots of data, try to get a number less than 100. Changing the language, media, keywords, etc. will change the EMV.
  5. Click "Save Topic Profile"

For more information on creating Topic Profiles, review Social Studio's documentation

Screen shot of creating a keyword group in Topic Profiles

Step 5. Social Listening Summary Search Results

After you create and save a Topic Profile, your search results will appear.

Each rectangle is called a "card". To add, remove, and move cards, click on the pencil in the upper right corner. 

To adjust the date range, click on the date range in the upper right corner. Unless you contact Social Studio, the date range can only go back to the last 30 days. To access up to three years of historical data, you can email Social Studio ( with your Topic Profile ID and request historical data. 

To adjust the media, types, language, region, etc. without changing the Topic Profile, click on the funnel in the upper right corner. 

To edit the Topic Profile, click on the triangle icon, and click on "Bulk Edit Sources". You should see your Topic Profile, which you will click to edit your Topic Profile.

The data in some--but not all--cards can be exported as CSV. To download data, in the top right of each card, click the triangle and look for "Export as CSV".

Screen shot of Social Studio's Social Listening Summary

Step 6. Create a Workbench

Workbenches allow users to create custom datasets based on Topic Profiles up to the last 30 days. It enables a deeper dive into the data returned by the Topic Profile. A dataset can only use data from one Topic Profile at a time. Another dataset can be created on the same Topic Profile for a different investigation and deep dive. Multiple datasets can be created in a workbench.

To create a Workbench:

  1. Click on "Analyze" at the top of the page
  2. On the left, click on "Workbenches"
  3. Click on "Create Workbench" in the upper right corner
  4. Click on "Add New Dataset" in the upper right corner
  5. Click on "Topic Profile" and select a premade Topic Profile or create a new one
  6. Click "Create Dataset"
  7. Click on the cards to view segmentation options 

Example of Workbench in Social Studio using Topic Profile

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