About

This training course will focus on scheduling and publishing to six social channels: Facebook, Instagram, Twitter, LinkedIn, Google My Business, and YouTube. It will also cover engagement and tracking features, social media analytics, and Zoho Social's integration with CRM, Desk, Canva, and Bitly. It will also look at content creation, setting up the admin panel, lead form generation, and finally, we will share some best practices for Zoho Social.

Who it is for:

This training course is for standalone marketers and small, medium, and agency-level businesses.

Day One - 3 Hours

Module 1 : Publishing and scheduling
  • Publishing window, types of scheduling tool, Power Editor
  • RSS integration
  • Bulk scheduler
Module 2 :Tracking and managing posts
  • Posts module overview
  • Drafts and evergreen posting
  • Content approval workflow
  • Collaborate on posts
  • Publishing calendar
Module 3 :Tracking and managing engagement
  • Messages module overview
  • Live stream and notifications
  • Monitor tab overview
  • Connections overview
Module 4 :Reports: Social media analytics
  • Brand health
  • Post stats
  • Reports module overview
  • Scheduling reports
  • Report categories and classifications
  • CRM and Desk reports
Module 5: Collaboration with your team and clients
  • Collaborate module overview
  • Drafts
  • Team notifications
Module 6 : Content curation
  • Media library
  • Advanced keyword and hashtag search
  • RSS integration with manual scheduling
  • Repost and retweet scheduling
Module 7 : Integrations
  • Zoho CRM integration
  • Zoho Desk integration
  • Bitly integration
  • Canva integration

Day Two - 2 Hours

Module 8 : Lead forms integration
  • Facebook Lead Ads
  • LinkedIn Lead Ads
  • Lead Ads analytics
  • Field mapping and field management
  • The Social-CRM-Lead Ads triangle setup
Module 9 : Other topics
  • Zoho Social mobile app overview
  • Sharing using the zShare browser extension
Module 10 : Best practices
  • Media uploads
  • Content management (hashtags, mentions, and captions)
  • Social channel setup and best practices
  • Ad account setup
  • Bulk scheduler example
Module 11 : Brands and portal management
  • Brand setup and management
  • Team member, role, and permission management
  • Publishing settings and approvals
  • Notifications
  • Portal customization for agencies
  • Audit log

Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.

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