zoho social
How do I differentiate the leads from my Facebook posts and Facebook lead ads in my Zoho CRM?
Leads from your Facebook Lead Gen campaigns will be captured in CRM with Lead Source as Facebook Ads and Lead Type as Paid. Leads and Contacts from your Facebook Page posts will be captured in CRM with Lead Source as Facebook and Lead ...
Where can I find the leads from my lead ads in Zoho CRM?
Click on the ellipsis (...) in the top bar and navigate to the Leads tab. You will notice a column on the left panel that says "Filter leads by". Look for "Lead Source" and then type in Facebook Ads. You will then be able to view all your leads and ...
Can I create a lead ad or a lead form directly from Zoho Social?
Yes, you can create new lead ads from Zoho Social if you have Admin or Advertiser permissions for the ad account. Click on Run a Lead Ad button on the top right corner of Facebook Lead Gen tab to create a new Facebook Lead Gen Promotion. To create ...
Why don't I see leads of my last lead gen campaign?
It depends on when you ran the campaign and if the lead form is still active. Facebook keeps hold of the leads of only the last 90 days of your active lead forms. We recommend you either download the leads from time to time or integrate with Zoho CRM ...
Why am I not able to see my Facebook lead ads in Zoho Social?
This could be due to any of the following reasons: Your ad didn't meet Facebook's advertising policies. You'll receive an email or a notification in your Ad account if this is the case. Your Facebook token has expired and you need to reconnect. You ...
Why am I not seeing the right Facebook ad account in Zoho Social?
Once you click Set up Lead Ads Now, we will list out the ad accounts that run lead ads for the Facebook profile that's connected to that Brand. Click Disconnect in the same popup to connect another Facebook profile, so that you see a different set ...
Who can set up Facebook Lead Ads integration in Zoho Social?
Unless the Business Manager Admin hasn't customised lead access in Business Manager Settings, Facebook Ad Account admins who are Admins in Zoho Social can set up lead ads. That is, it is necessary that you are the Ad Account Admin and a Portal /Brand ...
I don't use Zoho CRM. Do you support other CRM integrations?
Sorry, we don't support integrations with other CRM applications.
Best Practices for Lead Generation through Facebook Lead Ads
Before you enable Facebook lead generation, make sure you have the necessary fields in the Leads module in CRM. Review the standard CRM fields such as Name, E-mail, Phone and Company we’ve automatically mapped on your behalf. You can edit mapping for ...
How to edit Facebook lead form mapping in Zoho Social?
Please note that your sync won't be active if you haven't mapped a Facebook field with the Last Name field in CRM. STEPS TO EDIT FACEBOOK FORM FIELD MAPPING: Log in to Zoho Social and make sure you are connected to Zoho CRM. Not yet integrated Zoho ...
What's new with Facebook Lead Ads Integration in Zoho Social?
Please read this if you've been using an earlier version of Facebook Lead Ads integration in Zoho Social before 18th September 2018. Previously, you could sync Facebook fields such as Name, Email Address, Phone Number and Company with your CRM. ...
How do I set up Facebook Lead Generation on Zoho Social?
Before you enable this integration, there are a few prerequisites to make the most of this integration: 1. Check that you've connected the correct Facebook account to your brand so that you'll see the right ad account(s) displayed. 2. Make sure ...
How can I troubleshoot syncing leads from Facebook Lead Ads to Zoho CRM?
Please write to support@zohosocial.com to help you sync leads from Facebook lead ads to CRM. In the meantime, here are a couple of scenarios that you can troubleshoot on your own. 1. CHECK IF THE FACEBOOK PAGE NEEDS TO BE RECONNECTED ...
How to integrate Zoho Social account with Zoho CRM account?
Head over to Settings> Social Channels and click on the CRM Integration toggle switch to enable CRM integration your Facebook and Twitter. Zoho Social admins and CRM admins can enable this integration.
Is Zoho Social different from the Social tab in CRM?
Yes, Zoho Social is different from the Social tab in Zoho CRM. The Social tab in Zoho CRM lets you monitor the social media activities of your Customers, Leads and Contacts. You can engage and interact with your customers, leads and contacts across ...
Can I view my brand's performance over a timeframe of my choice?
Sorry, we do not have this filter at the moment.
Does 'Brand Health' reflect my brand's performance since the time I connected to Zoho Social?
The metrics displayed under the Brand Health column only shows the performance of your Brand for each social channel over a period of the past 30 days.
Why isn't Brand Health displaying the number of Active Audience for my LinkedIn Company Page?
Due to API restrictions, the Brand Health tab will not display the 'Active Audience' column for connected LinkedIn Company Pages.
Can I see Brand Health stats for all my social channels?
Brand Health stats show how your Brand is performing for the last 30 days. This data is available for the following social channels: Facebook Page Twitter Profile LinkedIn Company Page Instagram Account Google My Business listing Brand Health stats ...
How do I schedule image posts using bulk scheduler in Zoho Social?
Please note that Bulk Scheduler is available on the Professional Plan and above. You cannot upload images directly from your system. It's necessary to save your images as public URLs and mention them in the spreadsheet and we'll directly extract the ...
What are the benefits of the Bulk Scheduler feature?
The Bulk Scheduler lets you schedule and publish multiple posts across multiple social channels in one go. You can create a strong social media presence by publishing relevant content on a regular basis using the Bulk Scheduler. This feature is ...
Can I bulk-schedule Instagram posts that can be uploaded directly from the desktop?
You can directly upload the CSV or XLXS file from the desktop, with the correct format. The CSV/ .XLS/ .XLSX file you upload should include this info: DATE CONTENT LINK URL IMAGE URL1 IMAGE URL2 IMAGE URL3 IMAGE URL4 The LINK URL is optional. ...
Do I need to create a spreadsheet for each social channel when I bulk-schedule posts?
You can bulk schedule posts for all connected social channels by uploading a single spreadsheet on the Bulk Scheduler. You don't have to create separate spreadsheets for each social channel.
How many posts can I schedule at a time, using Bulk Scheduler?
You can schedule up to 350 posts across different social channels from Zoho Social's Bulk Scheduler. You can customize the date and time for each of these posts in advance To do this, click the link Bulk Scheduler on the top right corner of the ...
How do I schedule multiple posts from Zoho Social?
Please note that Bulk Scheduler is available on the Professional Plan and above. You can schedule up to 350 posts across different channels from Zoho Social's Bulk Scheduler. Navigate to Posts and click the link Bulk Scheduler on the top right ...
Can I view all my published posts from the Publishing Calendar?
Sorry, the Publishing Calendar in Zoho Social only shows your Scheduled and Unpublished Posts. It is currently not possible to see your published posts in the Calendar.
Can I view all my published posts from the Calendar?
Currently, you can only track all your scheduled and unpublished social media posts from the publishing Calendar. However, we know how this feature can come in handy when you’d want to keep a track of all your published posts from your Calendar view. ...
What are the advantages of having a Publishing Calendar?
The Publishing Calendar gives you a complete overview of all your scheduled across social channels, arranged by the week or month. The posts in blue show scheduled posts along with their channels. You can filter your view according by the social ...
Does my browser support zShare?
zShare browser extension is currently compatible with the following browsers: Google Chrome Safari Mozilla Firefox Opera
Can I compose a shorter version or my content for a particular social channel when I'm posting on multiple social channels via zShare?
Yes, you can customize your content when you publish via zShare. To customise the text content for a social channel, click on the social icon from the publishing window and make changes to the text, link, image, or thumbnail as per the guidelines for ...
Can I disable the zShare button on images from other websites?
Yes, you can hide the zShare button that appears on images. Follow these steps: 1) Right-click the zShrare extension from your browser, and select Options. 2) Disable the toggle to hide the zShare button on all images from other websites. When you ...
Can I customize my content for each social channel on Zoho Social?
Yes, you can customize your content for each social channel when you use the zShare browser extension on Zoho Social. Customizing Text, Hashtags, and Mentions: Text: To customize the text content for a social channel, click on its social icon and ...
Can I share content directly from my browser?
Yes, you can! With our browser extension, zShare, you can share content directly from your web browser, without having to switch between tabs. Once you've downloaded and installed the zShare extension, you'll be able to see the zShare icon on the ...
Why do I have to type a new copy for Facebook while using zShare?
When you click the zShare icon on the top right corner of your screen, the publishing window instantly display a preview of the content that you may have selected. In case you haven't selected any content, zShare will automatically create content ...
Can I schedule posts from other websites using zShare?
Yes, you can schedule third-party content the same way you schedule your own posts on Zoho Social. To do this, follow these steps: 1. Once you open the page you want to share, click on zShare plugin on your browser to bring up the publishing window. ...
Can I choose different images for my post's preview before I publish the post via zShare?
Yes, you can. While posting images via zShare, you can choose to share different images on different social channels by selecting the images you'd like to post on each social channels from the 'Suggested images' section of your publishing window. ...
Who can view/edit/delete drafts?
Only the member who has created the draft & the Portal Admin role will have the permission to view/edit/delete a draft from the 'Drafts' section. Other team members with 'Member' or 'Brand admin' role in the brand will only be able to view the draft ...
I can see a 'posted by Zoho Social' tag next to my published posts. How do I remove it?
The posts which are published via Zoho Social will carry a 'published by Zoho Social' tag while looking at published posts window (on Zoho Social). However, this 'published by Zoho Social' tag in the published post will be visible only to the members ...
What happens to all my scheduled posts when I have to reconnect/reauthenticate my social channels?
All your scheduled posts will not be published across the concerned social channel(s) until you reconnect your social channel(s) on Zoho Social. However, once you re-connect your social channels, posts for which the schedule time has not expired yet ...
Is there a way to edit posts that are already published via Zoho Social?
Published posts cannot be edited from within Zoho Social. The posts have to be edited directly from each social channel's Page/Profile.
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