Modules
Can I set a time-range for each Card in a custom Dashboard?
No, you can only set and edit the time-range for the Dashboard on the whole, currently.How do I enable my team members to create and edit the custom Dashboards?
To let your team members use the Dashboard feature, follow these steps: Go to Settings from the top right of Zoho Social. Then head to Brand Settings. Click on Roles and Permissions Enable 'Advanced Reports' for the roles that you want to enable ...Can I give Dashboard access to my clients?
If your client is added as a team member and the Client role has permission for 'Advanced Reports' enabled, - Go to the Dashboard you want to share - Click on the lock button at the top left and select Custom Share - Select the Client you want to ...How many Cards can you add to a Dashboard?
You can add 25 Cards from the available social networks to a Dashboard. A particular Card can only be added once to each Dashboard.How do I customize a Dashboard?
These are the different ways you can customize a Dashboard: Under Reports, click on Dashboards and select the Dashboard you want to customize 1. Adding Cards to a Dashboard: - Click on Add Cards on the top right - Click on the Cards you want on your ...Who can view the custom Dashboards that I create?
The Dashboards that you create are set by default to "Me Only" privacy. Only you and the Portal Admins have access to it. However, you can choose to make them visible to them to your team members this way: 1. Go to the Dashboard you'd like to share ...How many Dashboards can I create?
The Dashboards that you create are set by default to "Me Only" privacy. Only you and the Portal Admins have access to it. However, you can choose to make them visible to them to your team members this way: 1. Go to the Dashboard you'd like to share ...How do I create a custom Dashboard?
To create a Dashboard, 1. Open Zoho Social. 2. Go to the Reports tab. 3. Click on the Dashboard Icon: 4. Click on the + button 5.Click Add Cards. 6. Select the required Cards from each social network to add to you Dashboard. Your first Dashboard is ...Where can I access the support tickets created from Zoho Social?
Follow these steps to access support tickets created from Zoho Social, 1. Go to the Reports tab. 2.Click on the orange button 3. Here you can see support tickets grouped under: a. Leads from Lead Ads b. Leads from Social Actions c. Contacts from ...How can I change the time-range for stats shown in a specific report?
On a Card: 1. When you hover on a Card, next to the ellipsis menu, you can see an expand button. 2. Click on the button to view more details about the stats. 3. On this window, at the top right you will see "Last __ Days" button. 4. Select the time ...What's the maximum time frame that can be defined while viewing reports in Zoho Social?
Users subscribed to the Standard plan can generate the summary reports with data over the last 15 days. Professional plan lets you visualize detailed reports over the last 3 months. Premium, Agency, and Agency Plus subscribers can generate detailed ...Can I access reports for all my social channels?
In-depth reports are available for the following social media channels: Facebook Page LinkedIn Page YouTube Instagram TikTok Google My Business and Pinterest You can create a custom dashboard by adding the cards available across all these channels. ...What is the 'Advanced Reports' permission?
If a role in your team has 'Advanced Reports' enabled, team members who are assigned this role can do the following: - Schedule network-specific Cards - View, create, and schedule Custom Dashboards Advanced Reports permission can be set this way: ...What is the difference between Dashboards and Cards?
A Card Shows the statistics for a specific type of data for a social network. It includes analytics based on the statistics we get from that channel, and is displayed with a graph. Whereas, a Dashboard is a customized report that includes different ...What is a Dashboard and how does it differ from a Network Report section?
A Dashboard one of the three types of reports for Zoho Social. A Network Report section shows the network-specific Cards that are related to each other under a particular social channel. A Dashboard is simply a report that can be customized with any ...What are the types of reports available in Zoho Social?
There are three types of reports in Zoho Social: Card: Shows the statistics for a specific type of data for a social network. It is analysed by the statistics we get from that channel and displayed with a graph. Dashboard: A Dashboard is a report ...Can I view all my published posts from the Calendar?
Yes, you can track your scheduled, unpublished and published posts from the publishing calendar.Can I add new contacts to my Connections list?
It is currently not possible to add Connections to your Zoho Social account. Connections are automatically generated when they interact with your Brand across the following social channels: Facebook Page Twitter Profile Only the people who interact ...Can I receive and send messages to LinkedIn users?
No, you cannot send and receive messages on LinkedIn due to API limitations imposed by this network. However, you can continue to send and receive messages for your Facebook and Twitter social channels.Why am I unable to start a conversation with a follower from the connected Facebook Page?
Due to API limitations, you can only reply to messages sent to your Facebook page. However for Twitter profiles, you can send a direct message by opening a Twitter user's Connection profile details in Zoho Social — if the recipient has set their ...Is it possible to create a Lead when someone likes a Facebook Page, not just a post or paid ad?
It is currently not possible to create Leads and Contacts through Page Likes using the Social-CRM integration. However, you can add the interactions such as Post Likes/Comments as Leads or Contacts to your CRM account.What are the advantages of having a Publishing Calendar?
The Publishing Calendar gives you a complete overview of all your scheduled, unpublished and published posts across social channels, arranged by the week or month. The posts shown in blue are scheduled posts along with their channels, posts in orange ...Why is the 'Know More' option missing for some of my Facebook social activities?
You will be able to see the Know More button in your Livestream, alongside your Facebook Page's social activities only after someone interacts with your Page more than once.Can I filter my Live Stream view according to my preferences?
It is currently not possible to customize or filter your Live Stream notifications in Zoho Social. However, you have the option to change your Notification preferences for notifications about activities from social channels. This ...Where can I track & monitor my Facebook comments?
You can track & monitor the Facebook comments from the following places in your Zoho Social account: 1. Live stream section: New comments can be monitored in this section, you can click on a notification to get a detailed view of the post & engage. ...Is it possible for me to have a list of all my Brand @mentions in one place?
Yes, you can view all of your Brand mentions for Facebook and Twitter on the Monitor tab. Here's how you can do this: You have add the @Mentions column for Twitter, as well as the Page Mentions column for Facebook Page from the orange + sign on your ...Why certain statistics are not available in Brand Health?
Due to API limitations, it's not possible to display stats such as Reach for your Twitter Profile and TikTok Channel, and Total Followers, New Followers, and No. of Posts for your Google My Business Listing due to API limitations.Can I set-up an auto-response when I receive a direct message?
It is currently not possible to set up automated direct messages or canned responses using Zoho Social.Why can't I see any messages from some of my social channels on Zoho Social?
Messages are only supported for Facebook Pages and Twitter Profiles right now. While you can continue to interact with your engagers directly via the Monitor tab and via posts, the ability to view personal messages sent to your respective social ...Why are some of my Instagram Connections missing on the Connections tab?
Due to the Instagram's recent API deprecation, the Connections tab will no longer display Instagram Connections. However, there is one exception to this rule, and that is if your brand's Instagram handle was synced with Zoho Social before the API ...How can I add someone as a CRM Lead?
if you've integrated your Zoho Social to your Zoho CRM account, you can go ahead and click on the +Add to CRM or automate the process by going to the Lead Generations tab in Setup.You can find the Add to CRM option in the Live Stream, Monitor tab ...How does Notifications differ from the Live Stream on the Home Page?
While both Live Stream and Notifications will show you recent engagements across social channels, the Live Stream shows you the most recent engagements with all the context that you need to react or respond to them. For every social activity, Live ...Why am I unable to monitor posts based on Instagram likes and hashtags?
Due to recent API changes by Instagram, all third party tools like Zoho Social are unable to continue supporting some features. While you can continue to publish and schedule Instagram posts from Zoho Social, the ability to monitor posts based on ...What all can I view from the Connections tab?
You can view the following from your Connections tab on Zoho Social: All Connections: Everyone who has interacted with your brand. Recently Engaged: Only Connections who have engaged with your brand recently. Most Engaged: Only Connections who ...Can I access my CRM leads and contacts from the Connections tab?
CRM Leads: Connections who have provided their contact information and have the potential to be converted into CRM Contacts CRM Contacts: Leads that you have already contacted and have ongoing interactions with. Yes, you can. If you have integrated ...Why can't I see my LinkedIn engagers in the Connections tab?
This is because LinkedIn has restricted its API from allowing third-party tools such as Zoho Social from accessing connections made on the platform. However, you can access your connections across other social networks like Facebook, Instagram, and ...Can I engage with my audience directly from the Livestream tab?
Yes, you can comment, like and re-tweet posts from the Livestream tab directly, where you can also comment and engage with your audience. If you find an interesting update in your Livestream tab, you can also turn it into an internal discussion with ...Why am I able to see filters for only my Twitter columns?
Currently, filter feature for monitoring applies only for Twitter. Other social media networks don't have the requisite API support that allows for filtering.How can I apply multiple filters to my Monitor columns?
You can use as many filters as you like when monitoring tweets. To do this, click on ellipsis on top right of the Monitor column. From here you can further specify tweets based on various criterion like content type (text, image, videos), language, ...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 X Profile LinkedIn Company Page Instagram Business Profile YouTube Channel TikTok Profile Mastodon ...Next page
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