Explore+ Admin & Asset Builder Playbooks
Three playbooks to help you build Explore+ the right way
Explore+ works best when the environment, searches, and reporting workflows are intentionally designed from the start.
Admins and asset builders don’t just add users and run searches – they shape the system that powers monitoring, analysis, and reporting across the organization.
These playbooks guide you through the three core areas of building and managing Explore+ effectively.
🛠 Set Up & Govern Explore+ for Scale
Lay the foundation for a scalable Explore+ environment.
This playbook walks through defining user access boundaries, connecting the right social data sources, and establishing governance habits that keep your workspace organized as teams and use cases grow.
🧱 Build & Manage Explore+ Assets
Design searches and structure data intentionally.
Learn how to organized folders, create Custom Fields, and build Standard and Organized Searches so your Private Index stays clean and scalable.
📊 Turn Explore+ Data into Trusted Insights
Move from signals to insights.
This playbook shows how to detect trends, validate data, and communicate insights using Discovery, Analytics, and Dashboards.
How These Work Together
Explore+ follows a simple progression:
Environment → Data → Insights
1️⃣ Set up the environment so the right people have access and the right data sources are connected.
2️⃣ Structure the data by building searches, folders, and Custom Fields intentionally.
3️⃣ Generate insights using Discovery, Analytics, and Dashboards to detect, validate, and communicate trends.
Each playbook builds on the previous one – so the structure you create early makes analysis and reporting easier later.
Ready to Level Up Your Explore+ Skills?
For additional Explore+ training, check out the Explore+ Viewer Course in Meltwater Academy:
Happy Learning 🎓

