Modules
How do I check which of my social networks is helping me generate optimum revenue?
You can filter your reports based on the different social networks that are supported in Zoho CRM. To do this, go to the Revenue column in CRM Reports, and click on the Lead Source filter placed on the extreme right. You can click on either Facebook ...
Is it possible to see revenue generation from leads who have been added?
Absolutely, you can easily check the revenue generated by each lead you have added. To do this: 1. Click Reports and navigate to CRM on the right panel. 2. Head to the Revenue tab. You will find details of the revenue generated from the deals that ...
Is there a feature to send responses automatically to anyone who follows me or likes my page?
The auto response feature is not currently available in Zoho Social. We allow you to customize your own messages/responses and engage personally with your audience from the Messages tab. This allows you to establish personal rapport and gain more ...
Is there a way to find out how many potentials I've lost or won in a time frame of my choice?
Absolutely! Head to CRM Reports and click on the Potentials column. In the top-right corner, you will notice a filter called Stage. By clicking on it, you will be able to filter your potentials in terms of Open, Won or Lost. Next, you can click on ...
What is the difference between a CRM Lead and a CRM Contact?
CRM Leads are Connections that have provided their contact information to you and have the potential to be converted into CRM Contacts. For example, you participate in a conference and collect information from people visiting your booth. These ...
Will people that I add as leads and contacts show up in reports?
Yes. Whether you manually or automatically add someone as a Lead or a Contact, it'll show up in CRM reports under their respective columns. To track your Leads and Contacts: Go to Reports on the left-hand side panel, and select CRM under Standard ...
Why can't I add my connections as a CRM Contact or Lead?
You will only be able to see +Add to CRM and the Lead Generation tab if you are a Zoho CRM user and have integrated Zoho Social with Zoho CRM. You can learn more about Zoho CRM Integration with Zoho Social.
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?
Brand Health in Zoho Social helps you monitor the performance of your brand across social media channels over the last 30 days.
Why can't I see interactions for people who have followed me on Twitter and Instagram?
It probably means that they've followed you but not actually interacted with your Brand yet. When someone follows you on Twitter or Instagram but does not engage with your Brand, they will automatically be added to Connections but you will not see ...
How often are Connections updated?
As soon as a person or an business account interacts with your brand on Twitter or Facebook, they are immediately added to the Connections tab. You can view their details later by clicking on the Connections tab in your home page. Instagram ...
Can I engage directly with people from the Connections tab?
Yes, you can. Click on a connection and hover your cursor over any of their messages in the Interactions section. Click on Details to see your message thread. To reply to the thread, type your message in the Keep the conversation going... text box ...
Why can't I see people liking my LinkedIn posts?
LinkedIn has put forth certain rules and restrictions on gaining access to such social interactions by third party tools, including Zoho Social. This is why Live Stream will not show you any social activity in terms of liking, sharing, and commenting ...
Can I remove any of my social networks from my Live Stream?
Sorry, we currently do not offer this option. It's not possible to disable any social network from the Live Stream. Updates from your social pages linked to your Zoho Social will feature under the Live Stream tab. LinkedIn, Google My Business, and ...
Can I view the conversation thread that a tweet is a part of?
On Zoho Social, you can see tweets about your Brand or your chosen keywords in two places - A. The Monitor tab & B. Live Stream If any tweet that appears here is part of a twitter thread/conversation, you will be able to expand the thread by clicking ...
How many Keyword search columns can I create?
On Zoho Social, you can filter and search for specific things on your Monitor tab using keywords. Keyword search columns appear on your Monitor tab alongside your @mentions, tweets, etc. On the Standard Plan, you can add 5 keyword search columns per ...
Do @mentions and Tweets appear in real time on the Monitor tab?
Yes, both @mentions and tweets that you're monitoring appear in real time on the Monitor tab, without any delay. You can alternatively check the Live Stream dashboard on the bottom left of your home page, for instant updates from your social media.
Can I engage with a post or tweet directly from the Monitor tab?
Yes, you can answer directly to posts from your Monitor tab from Zoho Social. Similarly, you can also reply, re-tweet, or like any tweet directly from the Monitor tab. You can view more information about the author of these posts/tweet directly, by ...
Which social networks can be monitored on Zoho Social?
You can add Monitoring columns for the following social channels: Facebook Page, Google My Business, and Twitter Profile. Here are the different types of columns you can add for the following social channels: Google My Business Reviews Questions ...
What is the Monitor tab for?
The Monitor tab is one of the key features in your Zoho Social, which is available in any of the paid plans. With the monitor tab, you can monitor the activities on your social channels and scour through them for specific kinds of posts. You can ...

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