The Social Playbook August edition: Simplifying social media for agencies

The Social Playbook August edition: Simplifying social media for agencies



The Social Playbook August edition: Simplifying social media for agencies If you work at an agency, you’ve probably heard these questions more times than you can count.

"What do we have planned for this client"?
“Did they approve the post?”
“What changes did the client ask for?”
“Can you send me the report?”

But how do you actually keep up with all of them losing track of what’s next? 

Let’s break down these everyday agency challenges and see how Zoho Social helps you tackle each one.

1.  PLAN  

"What do we have planned for this client"?

When you're managing multiple brands, keeping track of every post, campaign, and deadline can get messy fast.

Do it with Zoho Social: 

Use the Content Calendar to see what's planned, scheduled, and published for your client brands in one place.

For example:

If you’re planning a product launch for a client, use the Content Calendar to schedule the teaser, launch announcement, and follow-up posts in one place.

2. CREATE  

“Can we make this work for Instagram too?”  

The same idea doesn't always work the same way on every platform. Captions, hashtags, and messaging may need to change.

Do it with Zoho Social: 

Use Customize Content to tailor your post for each social network before publishing.

For example:

Create your launch post once, then adjust the caption and hashtags separately for Instagram, LinkedIn, and Facebook.

3. COLLABORATE  

“What did the client ask us to change?”  

Feedback can come from emails, chats, calls, and comments. Finding the latest instruction can become a task of its own.

Do it with Zoho Social: 

Use the Collaboration tab to discuss and keep feedbacks attached to the post.

For example:

A client asks to change the headline. Your copywriter can see the request right on the post and make the update without searching through emails.

4. APPROVE  

“Are we still waiting for approval?”  

One pending post can hold up an entire content calendar, especially when you're managing approvals for multiple clients.

Do it with Zoho Social: 

Send content for approval to clients from Zoho Social, and track what’s approved, pending, or needs changes.

For example:

Design your launch posts and send them to the client for approval in Zoho Social. They can review and approve them directly instead of replying to an email thread.

5. REPORT  

“Can you send me the numbers?”  

Every client wants to know something different. Building a separate report for each one can quickly eat into your reporting day.

Do it with Zoho Social: 

Use Custom Reports to build reports around the metrics each client cares about, and Client Dashboard to give clients direct access to their performance.

For example:

Create one report focused on engagement for a fashion client and another focused on follower growth for a B2B client.

Keep the workflow moving  

The agency challenge isn't just creating great social content. It’s keeping everything planned, created, discussed, approved, and measured without losing time between the steps.

Plan → Create → Collaborate → Approve → Report

With Zoho Social’s Agency edition, each step connects to the next.

Stay tuned for the next edition of The Social Playbook
 



      • Sticky Posts

      • The Social Playbook July edition: Storytelling in marketing

        Stories have been a part of our lives since we were kids. For many of us, our grandparents told us tales, and our parents used narratives to help us eat or sleep on time. Even before we realized it, we were naturally drawn to storytelling. Because anything

      • The Social Playbook June edition: Traditional marketing vs. AI-powered marketing

        Marketing has always been about understanding customers, creating meaningful content, and building strong relationships. While those goals remain the same, the way marketers achieve them has evolved significantly. Tasks that once required hours of manual

      • The Social Playbook May edition: 5 social media habits that affect growth

        Sometimes growth doesn’t slow down because of the algorithm. It happens because of small habits we keep repeating while creating content and managing brands online. A few may be outdated techniques, some may no longer work, and others may simply have

      • The Social Playbook April edition: KPIs in marketing

        In any field, analyzing performance is essential to understand growth and know what’s working. The same applies to marketing. Tracking and analyzing Key Performance Indicators (KPIs) helps you make smarter, data-driven decisions instead of relying on

      • The Social Playbook March edition: Myth vs Facts

        We’ve all heard a lot of myths growing up. Some sound convincing, some feel believable, and over time they start to feel like facts. But the truth is, a myth is still a myth until it’s backed by real facts. Marketing is no different. Over time, many ideas

        • Recent Topics

        • Address limits per customer by edition

          I’m on the Standard edition and have reached a limit of 30 addresses under a single customer. Before I move to an annual Professional subscription, I need to confirm the following: What is the maximum number of addresses allowed under one contact, and

        • CRM Address Field - States with Countries in brackets

          Hi, Could you please remove the country in brackets from the Global State List, or at least allow us to edit these entries? It looks like the brackets were added during the initial data population, perhaps by someone building the list in a spreadsheet

        • 👍 Zoho CRM's Notes now gets Reactions and a new look

          Available in SA and JP DCs. Rolling out to other DCs in phases. Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, express

        • Meet PageHealth by Zoho PageSense: a free way to find out what's holding your page back

          We all know the feeling. You've spent days tweaking headlines, moving buttons, and rewriting copy, and you're still not sure why visitors aren't sticking around. Revamping your website is hard, and figuring out what's actually getting in the way is even

        • How can I show an uploaded image larger/full size in a Zoho Forms response PDF?

          Hi,  I noticed that in a response PDF for Forms, the uploaded image is shown in a tiny box as seen in my screenshot. Is there any way I can make that appear larger in the response PDF? thanks.

        • Convert MSG to PDF in Bulk with Attachment Free

          Microsoft Outlook saves each email as an MSG file, keeping with it key information like the sender, the recipient, the subject, the date, the body of the message, and any attachments. It can, however, be quite difficult to access a large number of MSG

        • Zoho Tables is now part of Zoho One!

          Hey everyone! We've got some exciting news to share. Zoho Tables is now included in your Zoho One subscription at no extra cost. If you're already on Zoho One, head to your app list, add Zoho Tables, and get started right away. You don't need a separate

        • Button or Links order

          Is there a way to re-order the buttons or links that are created? Moderation Update: With our recent enhancement to custom button creation from the layout editor, administrators can now reorder custom buttons directly from the layout editor, and this

        • How to mass find and delete duplicate files from OneDrive

          It is easy to save documents, photos, videos, and all other types of files using Onedrive, but if you upload the same files more than once then your OneDrive storage can end up being filled with a large number of duplicate files. Manually searching out

        • not able to convert pdf to jpg and other forms and vice versa.

          i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.

        • Make Your Workflows Smarter with Zia Agents

          Hello, Enterprise Support Community, Workflow rules can now go beyond predefined actions. Zia Agents can now be invoked directly from workflow rules in Zoho CRM, allowing you to bring contextual, AI powered actions into your automated processes. Choose

        • How can I add a Custom Field (or Customer_name) to a picklist?

          Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.

        • DYK 14: Create Tasks with AI

          Did you know AI can suggest tasks within your Zoho Projects portal? Breaking a project into clear, actionable work items takes time and manual effort. Especially when the same team handles both planning and execution. AI task suggestions in Zoho Projects

        • Widget Height were destroyed

          All widget heights in the Details Canvas view are broken.

        • Task Module quick create settings

          Hello, requesting the Task module receive a quick create customization settings. We have added custom fields and have to select "More fields" at the bottom of the pop-up to access the custom fields.

        • #11 Nithya's First Overseas Client

          Nithya designs for clients in three countries and has never met any of them. Her first overseas invoice took a full evening. The second took four minutes. The difference was not a clever tax trick. She stopped treating every international customer as

        • Other languages in Schedulers (Zoho Books)

          Hello everyone, currently we have create functions in other languages, like nodejs etc but on schedulers we can use only deluge.. Are other languages on schedulers roll out? Kind regards, Sakis Oikonomou

        • New in Office Integrator: Extract data from images into your spreadsheet

          Hi users, We are pleased to introduce the Data from Picture feature in Zoho Office Integrator's spreadsheet editor. It intelligently detects and organizes text and numbers from any image into structured cells using OCR. With this feature, users can turn

        • Edit PDFs using Zoho PDF Editor

          Hello users, In a previous article, we covered the organizing capabilities of Zoho PDF Editor. Here, we'll provide a quick recap of its editing features, including a few new additions. A few highlights of Zoho PDF Editor's editing capabilities: Add and

        • Lookups and Custom Modules

          I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship

        • Partner with HDFC And Sbi Bank.

          Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

        • Solution to Import OST File into Office 365.

          In today’s digital workplace, organizations are rapidly moving toward cloud-based email systems for better flexibility, security, and collaboration. Microsoft 365 has become one of the most widely used platforms for business communication. A common requirement

        • Mail Merge templates in Sandbox

          Rolled out for all DCs Hello everyone, You can now create and test Mail Merge templates directly in Sandbox, making it easier to validate document generation without affecting your live organization. Why this matters Mail Merge templates are often used

        • Convert MBOX to PST File Using Free Methods

          MBOX is a mailbox format that is used by various email clients and services, such as Thunderbird, Apple Mail, Eudora, and Google Takeout. Yet, in order to be able to open your MBOX emails in Microsoft Outlook, you have to convert them from MBOX to PST

        • Zoho Books | Product updates | October 2026

          Hello users, October brings a range of new features and enhancements to Zoho Books, designed to simplify compliance, streamline accounting workflows, and improve inventory management. From the launch of the Nigeria Edition and France’s e-invoicing capabilities

        • Dashboard Table of “My New Work Orders” Changes View

          Hi FSM Team, We noticed an inconsistency with the Dashboard Table of “My New Work Orders.” Initially, the table is configured to use the “My New Work Orders” view. When we go to the Home page, the table displays a different set of records. When we return

        • Tips & Tricks #6 | Zoho Vault: Audita actividad, Gestiona accesos, Comparte credenciales & mucho más.

          ¿Sabías que Zoho Vault puede hacer mucho más por la seguridad de tu equipo? Las contraseñas forman parte del día a día de cualquier persona y organización. Aplicaciones, herramientas internas, cuentas de clientes, servicios externos, plataformas de marketing,

        • Inquiry Regarding Customer Hierarchy & Sub-Customer Creation via Zoho API

          Dear Zoho Support Team, Our mutual client has requested support for implementing the Customer Hierarchy (Parent/Sub-Customer structure) within our existing workflow. At the moment, all invoices are being created in Zoho under the main (parent) customer

        • Which Zoho CRM tasks would you want an AI assistant to handle?

          I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be

        • Introducing MCP for Zoho CommunitySpaces

          Hello everyone, Your AI assistant can now share the community workload with you. Zoho CommunitySpaces supports MCP (Model Context Protocol), so you can link an AI assistant like Claude, ChatGPT, or Cursor to your community and run it through plain language

        • CV-Library: The Newest Source Booster in Zoho Recruit!

          We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all without

        • Tip 52#: Ways to improve data flexibility using related list

          A related list offers an ideal solution to string related data across entities together. It enables you to pull records from any module or external source and float them as a tab within your project, sprint, epic, work item, or release detail view layout.

        • Email Blast

          Hi, How do we send an email blast to thousands of customers? The email addresses are not yet saved in Zoho Desk.

        • Zoho ERP | Product updates | September 2026

          Hello users, A new month, a fresh set of updates in Zoho ERP. This month brings Netting, enhancements across our verticals, and more updates to help streamline your everyday work. Explore this month’s updates and see what’s new. Introducing Netting If

        • Introducing Zoho POS for Restaurants

          Hello Community, We’re thrilled to announce the launch of Zoho POS for Restaurants, unveiled at the 30th milestone edition of Zoholics India 2026. Running a restaurant involves multiple teams and workflows. A single table journey, from seating a guest

        • WhatsApp Business Message Pricing Update: Effective October 1, 2026

          Hi everyone, Starting October 1, 2026, Meta is updating how WhatsApp Business messages are charged. This guide explains the new per-message pricing model, how message categories work, and what changes for service messages specifically. How Meta charges

        • Zoho Calendar integration for Bigin

          Hello everyone, We're excited to introduce Zoho Calendar's integration in Bigin! For a while now, users have been able to sync events in Bigin with Google Calendar and Outlook Calendar - but with this new topping, it syncs with Zoho Calendar as well.

        • Does Updating Employee Names and Profile Pictures in Zoho One Automatically Sync Across All Zoho Applications?

          Hi Zoho Team, We are currently using Zoho One in our organization and want to centrally manage employee profile information. As a Zoho One Super Admin, if I update the employee name and profile picture for all users from the Zoho One Admin Panel, will

        • Enhanced shared mailboxes: Dedicated Sent folders, Run-through filters & fresh UI

          Hi everyone, Collaborative communication is the backbone of smooth operations; whether you are handling customer support queries, managing vendor requests, or tracking sales leads. Shared mailboxes in Zoho Mail ensure your team stays on the same page

        • How to Manage Two GST Numbers / Two Companies in a Single Zoho Inventory Organization?

          Hi Team, We currently have two separate legal entities: A Proprietorship Firm with its own GSTIN A Private Limited Company with a different GSTIN However, operationally, both companies deal with the same products, and we would like to manage the physical

        • Next Page