Social Media Simplified with Zoho Social: Onboarding clients to your account
As a social media marketer or agency, have you ever been stuck in a constant loop of emails with your clients expecting a go-ahead from them every step of your way? Hasn't it been really monotonous to be communicating and waiting for a response most of the time? You could save so much time and back and forth if you could just let your clients see and be informed of their social media activity parallelly.
We've got just the solution for that! You can invite your client members to your Zoho Social dashboard—let them be a part of the approval process, communicate and share opinions or reviews about posts, and understand how their brand's posts have been performing through analytics and reports—all without the need to leave Social.
Before adding clients to your dashboard, you could rebrand your portal by uploading the client's business logo and setting up a custom domain, delivering them a great personalized experience.
You can add clients to your Social dashboard from Settings -> General Settings -> All Members -> Client Members.
Once they've accepted the invitation, they'll have access to their brand's dashboard, wherein they'll be able to view limited information such as published posts including Post Details and Post Stats, scheduled posts, posts awaiting approval (if they're approvers), and unpublished posts under the Posts tab. They can also access the Social Library and RSS Feeds. They can view custom reports shared with them in the Reports tab and export the reports in different file formats. They can initiate discussions and view tagged discussions in the Collaborate tab.
So, if you have posts planned for your client's business and you need their approval, just add them as an approver while sending them a client member invite. They'll be able to view the scheduled posts, add their opinion, and accept or reject them.
Say you've worked on a specific strategy to increase engagement on a client's Facebook and Instagram posts, and you want to share this information with the client. You just have to choose specific analytics cards like followers gained, like growth, performance summary reports, etc., through the Custom reports module and share them with your client, and the client will be able to view it in their dashboard.
Doesn't it feel like a lot of chaos removed from your everyday content planning schedule? Yes, this should make it so much easier and efficient for you. Try this out right away!
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Aswini R
Sticky Posts
Social Media Simplified with Zoho Social: Understanding reach and engagement while publishing from Zoho Social
If you've been a user of Zoho Social or any other third-party social media management application, you must have wondered at some point of time if the reach and engagement of your post has been affected in any way because of where you post it from. While
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー