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Victoria Elbers
mEmployee
mEmployee
March 16, 2026

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:

👉  Using Explore+ as a Viewer


 

Happy Learning 🎓

2 replies

Maria Dehne
mChampion Level 3
mChampion Level 3
March 16, 2026

Thanks for sharing this

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krysta
mEmployee
mEmployee
March 17, 2026

This is so comprehensive, ​@Victoria Elbers! So helpful for navigating Explore+ as an admin. 👏

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