Getting Started

Getting Started

There's so much to social media marketing—scheduling and publishing content, listening to and engaging with your audience, and analyzing performance across social networks.

We understand that your presence on social media is an integral part of crafting a brand image and engaging with your followers. That's why we built Zoho Social: a platform that helps businesses of all sizes manage their social media presence.

We've put together this guide to help you make the best out of social media for your business. It's never been easier!

Already a Zoho Social user?

Welcome back!
 

Let's get you started.

New to Zoho Social?

Welcome aboard!

If Zoho Social is the first Zoho product you're signing up for, you'll get a welcome email with a URL to confirm your registration. 

Can't find your activation email?

Check your spam folder for an email from noreply@zohosocial.com
 
If you still can't find it, contact us at support@zohosocial.com and we'll get in touch with you.

Let's connect your social channels to Zoho Social

When you sign up for Zoho Social, a Portal is automatically created for you. You'll immediately see a pop-up where you can connect seven social channels to your Brand on Zoho Social. 

You can add and manage one each of the following social channels under a single Brand: 
  • Twitter Profile 
  • Instagram Profile
  • Facebook Page
  • Facebook Group
  • LinkedIn Company Page 
  • LinkedIn Profile
  • Google My Business Listing


Connect your social media accounts from here and you can manage them from within the product. A Brand is created in your Portal as soon as you connect your first social media channel to Zoho Social. You can set up multiple such Brands in your Zoho Social Portal. Your Portal houses all your Brands.

To manage more than one of any of these social channels—for example, two Facebook profiles or two Twitter handles—you'll need to create a second Brand and connect these additional social channels. 

Let's take a closer look at how you can connect each social channel:

Connecting a Facebook Page:

  1. Click on Connect Facebook from the pop-up window.
  2. Log in to your Facebook account
  3. Enter your password to continue adding your account to Zoho Social
  4. Click +Add to connect Facebook Page associated with your Facebook account


  5. If you don't see the right page, try switching to a different account and add an associated Facebook Page.
  6. You can manage a single Facebook Page with one Brand on Zoho Social. Learn more about adding multiple Brands if you need to manage more than one Facebook Page.
You can only add a Facebook page that is associated with the Facebook profile you have logged into.

Connecting a Facebook Group:

1. Click on Connect Facebook from the pop-up window.

2. Log in to your Facebook account

3. Enter your password to continue adding your account to Zoho Social

4. Click Authorize Zoho Social on Facebook


​

5. Click +Add to connect Facebook Group associated with your Facebook account

6. If you don't see the right group, try switching to a different account and add an associated Facebook Group.

You can manage a single Facebook Group with one Brand on Zoho Social. Learn more about adding multiple Brands if you need to manage more than one Facebook Group.


You can only add a Facebook Group that is associated with the Facebook profile you have logged into. Only Admins can configure Facebook Groups in Zoho Social.


Connecting a Twitter Profile:

  1. Click on Connect Twitter from the pop-up window
  2. Log in to your Twitter Profile
  3. Click on the Authorize App button to allow Zoho Social to manage your social channel
  4. Your Twitter Profile will be automatically connected to Zoho Social
  5. You can only add one Twitter profile to one Brand on Zoho Social. Learn more about adding multiple Brands to manage more than one Twitter Profile.




Connecting a LinkedIn Page and Profile:

  1. Click on Connect LinkedIn from the pop-up window
  2. Log in to your LinkedIn Page
  3. Check the box to add a LinkedIn Profile on Zoho Social 
  4. Check the box to add a LinkedIn Page associated with the LinkedIn Profile 
  5. If you don't see the right page, try switching to a different account and add an associated LinkedIn Page.
  6. Click +Add



You can only add one LinkedIn Page and one Profile to each Brand on Zoho Social. Learn more about adding multiple Brands if you need to manage more than one LinkedIn Page and Profile.
You can only add a LinkedIn page that is associated with the LinkedIn profile you have logged in to.


Connecting a Google My Business listing:

  1. Click on Connect Google My Business from the pop-up window
  2. Log in to your Google account
  3. Allow Zoho Social to access your Google Account
  4. Click on +Add to connect a verified Google My Business listing to Zoho Social 
You can only connect one verified Google My Business listing to Zoho Social.

Connecting an Instagram Profile:

  1. Click on Connect Instagram from the pop-up window
  2. Log in to your Instagram account and Authorize Zoho Social to access your Instagram account permissions.



  3. Make sure you've switched to Instagram Business to access features like direct publishing, commenting, reposting, and creating hashtag search columns. Next, authenticate your Business Profile with a connected Facebook Page. Learn why Facebook requires you to do this.



  4. You can only add one Instagram Business/Personal Profile to one Brand on Zoho Social. Learn more about adding multiple Brands to manage more than one Twitter Profile.
Having trouble authenticating your Business Profile with the right Facebook Page? You can also choose to skip this step for now and set it up later. Learn more about Publishing on Instagram Personal Profiles on Zoho Social.

Already a Zoho CRM user? 


If you are already a Zoho CRM user and you log in to Zoho Social for the first time, the configured social channels in your CRM account will be automatically connected to Zoho Social. You will see your pages and profiles listed when you log in to Zoho Social for the first time.

If you do not have a page or a profile configured in the social module on Zoho CRM, get started by clicking on the Connect button. 

If you are not the admin of your CRM account, then you can invite an admin to add the accounts for you. Click Invite your CRM Admin.


Adding your Team Members

After connecting your social channels, you'll see a pop-up that will help you invite new Team Members to Zoho Social. To add a Team Member to your Brand, follow these steps:
  1. Type in the email
  2. Specify their role as a User or a Brand Admin
  3. Click on +Add more to invite more Team Members
  4. Click Send Invite
Zoho Social will send an invitation to these people to help you manage your Brand.
You can also add and manage your Team Members from Settings on Zoho Social.


You can only add Team Members if you're on a paid plan. 

Welcome to your Home screen


And that's it! You'll now be able to view your Home screen on Zoho Social.

You can instantly view your Brand Health metrics to know the performance of your social channels over the past 30 days. You can monitor four key metrics - Total Audience, Active Audience, Engagement, and Stories Created.

Brand Health stats are available for: 
  • Facebook Page
  • Twitter Profile
  • Instagram Account
  • LinkedIn Company Page
  • Google My Business listing



Brand Health Stats are not available for LinkedIn Profiles, Facebook Groups and Google My Business due to the API restrictions of these networks.

Recent Posts and Live Stream


You can view all the Recent Posts published on various social channels neatly arranged for you find out how your audience is responding to all your social media posts. With the Live Stream, you get a stream of notifications where you can view specific posts your audience has liked, shared, or commented on—all in real-time!

So, go ahead and give it a spin and let us know what you think-- we're all ears!

Terms of Privacy

Our team at Zoho Social is dedicated to keeping your data safe. We won’t post on any social channel without your permission. 
You can find more on our company-wide GDPR compliance.



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