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New Yammer End User Guide

The document provides instructions for using Yammer, a tool for connecting people within an organization. It includes steps for getting started with Yammer such as customizing profiles and notification settings. It also describes how to find and participate in discussions and communities on Yammer through actions like searching for answers, joining or creating communities, and engaging with posts by liking, replying or mentioning other users. The document is an end user guide that aims to help users learn the basics of using Yammer to collaborate within their organization.

Uploaded by

Darwin Jimenez
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© © All Rights Reserved
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Download as PPTX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
137 views24 pages

New Yammer End User Guide

The document provides instructions for using Yammer, a tool for connecting people within an organization. It includes steps for getting started with Yammer such as customizing profiles and notification settings. It also describes how to find and participate in discussions and communities on Yammer through actions like searching for answers, joining or creating communities, and engaging with posts by liking, replying or mentioning other users. The document is an end user guide that aims to help users learn the basics of using Yammer to collaborate within their organization.

Uploaded by

Darwin Jimenez
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Yammer

end user guide


• Table of contents

Learn how to use Yammer, a tool for


connecting you with people and
information across your organization.

Get started

Find discussions and communities

Participate in the conversation

Create special messages


Get Started
Yammer is the faster, smarter way to share and collaborate with
everyone at your company. Get started by customizing your profile
and notification settings, then download the app to access Yammer
from wherever you are.

Sign into Yammer


Edit your Yammer profile
Set notifications
Download the Yammer mobile app
Sign into Yammer
Set up your Yammer account to connect with people across
1
your organization.

Inside any Office 365 application, you can access Yammer.


1. Click on the app launcher in the upper-left corner of your
screen and select Yammer.

2. Click Log in and follow the steps to enter your company email
and password.

3. You’ll soon receive a confirmation email to activate your


account. Click the web address in the confirmation email to
complete setup. You’ll automatically be redirected to your
organization’s network.

The next time you sign in, you will go directly to your
organization’s Yammer network.
• Edit your Yammer profile

Your Yammer profile helps coworkers learn more about you, the work
you do, and your interests.
Yammer also uses your profile information to help you create
connections and build a strong network.
3

1. Click on the profile icon at the top right hand and select My
Office profile.

2. Click Update Profile to add information collaborators may find


helpful, like your expertise, interests, experience.
2

As part of Office 365, Yammer uses your organization’s directory


to automatically fill in your name, email, Office 365 profile picture,
job title, department, location, and work phone number.
• Set notifications

Never miss an important update in your Yammer network and stay


up-to-date on your conversations.
1

1. Click on the gear icon on the top right-hand corner and select
Edit Settings. 

2. Configure your preferences on the Notifications tab.

 Activity digest sends daily or weekly emails to help you


discover new activity.

 Follow communities to get notifications and messages in your 2


Yammer inbox.

 To receive the best Yammer experience in Outlook, make sure


you have your email notifications set.

Pro tip: Try these notifications to stay on top of your network’s


activity: “Receive a message in my inbox,” “Someone invites me
to a community,” and “Someone requests to join a private
community I administer.”
• Download the Yammer mobile app

Stay connected when you’re on the go with the Yammer app.

1. Go to your phone’s app store, search for “Yammer,” and


download the free app.

2. Sign in for the first time using your work email and password.

3. Depending on the organization's security settings, you may


require you to enter your password again.

After entering your credentials for the first time, you should be able to
jump right into your conversations any time you open the Yammer
app.
Find communities and conversations

Tap into your organization’s most valuable resource—its people.


Discover other communities that match your interests and find
conversations and content that are relevant to you.

Discover conversations
Search for answers
Join an existing community
Create a new community
• Discover conversations

Uncover helpful information through conversations happening in


your network.

Build off others by discovering conversations in your feed.

1. Click on the Yammer feed tab on the left side.

2. You’ll be able to scroll and scan to read through conversations happing


in communities across in your Yammer network.

3. If you like what you are seeing and want more of that in your feed,
interact, join or follow those co-workers.

Pro tip: Follow someone on Yammer to see


when they post content that might be
interesting to you. Just hover over their
name and click the + Follow button.
• Search for answers

Search Yammer to quickly find files, conversations, people, notes, and 1


data across your network.

1. Across the top of your navigation, in the Search bar, type in


related keywords to find what you need. A list of categorized
results is displayed with suggested conversations, communities,
people and files. 3

2. If you don’t see what you’re looking for, click See all search
results. Browse the complete search results, which are categorized
by tabs.

3. You can also search directly in a community by clicking on the


Search bar within the community.

Yammer connects you with the information you’re looking for and
others who have similar questions.
• Join an existing community

2
Groups are a great way to stay informed about a topic or
collaborate with communities of people. Some communities are
public and easy to join, while others are private and require
approval.

1. On the left navigation, click Discover Communities.

2. Browse or use Search to find communities.

• Read through descriptions, scroll through the feed, or look 3


at members to figure out if the community is relevant to
you.
1
• You are automatically part of the All Company community.

3. Click + Join when you find a community that interests you.

• If the community is public, you will be instantly added to it;


if it is private, the community administrator will need to
approve your join request.

All communities you are a member of will appear in the left navigation pane.
• Create a new community

Don’t see a community for your interest, or want to create a


community for a new initiative? Start a new community and customize 3
it for your members.

1. In the left navigation, click the + sign.

2. Select the community type (Internal or External), type


Community Name, add Community Members, and set access
to Public or Private.

3. Customize your community information by clicking the gear icon


in the community header. Edit community settings like the
description, upload a community cover photo and image.

4. Your community is now active and will appear in your network’s


list of communities

Pro tip: You can bulk add members to a


community from a CSV file in community
You can see the exact dimensions and view you’re the cover photo in settings.
the Cover Photo Preview Template. View more best practices on
building communities in Yammer here.
Participate in the conversation

Share your learnings and ask questions.

Join in, add insight, and engage with everyone at your


company.

Like and reply to posts


Post an update
Attach a file
• Like and reply to posts

Yammer makes it easy to engage with your colleagues and keep


the conversation going wherever you are.

1. Click Like on a post to indicate that you agree with an idea,


1
have seen a message, or just want to let someone know you
find what they’re saying helpful. Yammer will show how many
people have liked the message, including yourself.

2. You can either click Comment or add to the bottom to add


your insights or ask a question.

3. @mention other people who can contribute to the


conversation or would find it helpful. @mention also triggers
2 an email by default so you can be confident they’ll see your
post. You can also Notify more people of your message in the
3
text box below.
4
4. Click Post.

Pro tip: Yammer helps you reply to the right person when there are
already several replies; look at the top of the Reply box to see who
you’re replying to. Yammer also lets people know when you’re Your reply will appear in the conversation thread.
replying directly to them.
• Manage your inbox

When colleagues reply to messages you’ve posted or @mentioned


you in specific conversation, you’ll see these messages in your
1 3
Inbox.
2
1. Click on Inbox to go directly to the conversations you’ve been
pulled into.

2. You can view Unread and click on the message to go to that


community to respond directly and keep the conversation
going. You can also Mark all as read.

3. You can start private messages from within your Inbox.

4. Announcements from your communities will also be included


in your Inbox.

You can also Mark All as Read within your Inbox.


• Post an update
1

Start a new conversation by sharing updates and information


5
others across your organization will find useful or interesting.

1. On web and desktop, click in the box at the top of the community
and enter your message.

2. On mobile, click on the Post pencil icon on the upper-right side of


2
the community and type in your message.

3. Upload videos, attach photos, and documents for context or


collaboration. Use the rich text editing tools to emphasize text or
add hyperlinks.

4. Add relevant #Hashtags (type ‘#’) topics to the message to help


others discover your update.

5. When you have finished, click Post.


Pro tip: If you make a
mistake, you can click Edit
to alter your original post.
Your post and any files you’ve shared will appear in the community
feed.
• Attach a file

Easily share resources for others to leverage or get feedback on your


work in real time.

1. Click the Attach paperclip icon inside the Update or Reply


1 text box.

2. Select a file location (your computer, Yammer, or SharePoint).

3. Locate the file and click Select.

4. Type a message to give context to your colleagues, and


@mention people who will find the file helpful, if you like.
3 5. Click Post.

The file will be embedded into the thread.


Create special messages
Yammer offers a variety of ways to interact with the people
in your network.

Create a Poll
Praise a collaborator
Make an announcement
Share a conversation
• Ask a question

Have a question you’d like to ask? Need to find the source of truth?
Use a question to ask to get answers fast.

1. At the top of the community page, click Question.

2. Type your question.

3. Click Post.

4. Your colleagues can reply or @mention someone who may


have the right answer.

5. Once you’ve received the correct answer, mark Best Answer.

Questions within a community can be filtered, so you can see other


questions that still need answers.
Pro tip: Using the Question’s post helps bring attention
to specific questions within a busy community.
• Create a Poll

Need to crowdsource feedback, or want to get a pulse on your


company? Use polls to create a quick survey and get answers fast.

1. At the top of the community page, click Poll.


3 2. Type your question and options for answers. Click Post.

3. Your collaborators can vote on your poll by selecting an answer


option and clicking Vote. Don’t worry, Yammer won’t show who
voted for what option. You can always change your vote if
4 needed.

4. Once posted, click Go to results, Change vote or Reload.

Your poll results and conversation about the poll


appear in the community feed.
Pro tip: Yammer recalculates the percentage of responses, so the
numbers are updated every time the community page is
refreshed.
• Praise a collaborator

Good work should always be recognized. Praise people in your


community who have shared valuable business knowledge or skills or
celebrate successes.

1. At the top of the community page, select Praise to display the


Praise dialog box.

2. Enter the name of the person you want to praise in the top
box. You can enter more than one name.

3. Use the left and right arrows to select a fun praise image.

4. Enter your message in the lower box, where it asks, What are
you praising them for?

5. It’s a good idea to add the person’s supervisor to the Add


people to notify box so they have visibility into a job well done.

6. Attach a file or Add Topics, if you like. When done, click Post.
Pro tip: You can Praise multiple people in the same post.

Your Praise will appear in the community’s feed.


• Share a conversation
1

Share conversation threads across communities to add even more


voices to the conversation. Sharing threads builds on existing
conversations instead of fragmenting them around the same topic.
3
1. On an existing post, click Share.

2. In the window, select Post in a Community or Send Private Message.

3. Enter a personalized message in the Say something about


4 5 this conversation box.
6
4. If you are sharing to a community, Select a community from the drop-
down menu.

5. Notify specific people and Add files, if you like.

6. Click Share.

The conversation will now appear in the feed of the community you
Pro tip: Yammer displays the number of times the conversation specified or as a Private Message to the specified recipients.
has been shared at the top of the thread.
Now your collaborators can reference and join the conversation.
• Make an announcement

Community administrators can mark any post as an announcements


to share need-to-know information with the entire community.

1. Type out your post, question, praise or poll and then select the
Announcement option.

2. Attach a file, Notify specific people, or Add topics, if


you like.

3. Click Post.
1 2 5

Pro tip: Office 365 Network Admins can make an


announcement in any community, including All Company.
Members will see a notification about the announcement in their
inbox and receive an email by default.

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