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Zoho Social

Zoho Social

Master Social Media Management with Zoho Social

Course Brief

The Zoho Social Onboarding & Self-Deployment Course is a step-by-step training program built to help marketers, content creators, and business owners take full control of their social media presence. Whether you manage one brand or multiple, this course walks you through every feature and function Zoho Social offers.

You’ll begin by learning how to connect and manage your accounts on Facebook, Instagram, LinkedIn, Twitter (X), and Google My Business through a centralized dashboard. From there, the course guides you through scheduling posts, using the content calendar, monitoring mentions, and managing audience engagement in real time.

You will also explore how to collaborate with team members, set approval workflows, and manage roles and permissions for better coordination. Advanced modules cover custom reporting, performance tracking, and integrating Zoho Social with Zoho CRM to measure campaign impact on lead generation and sales. You’ll also learn how to use integrations with Zoho Desk and Zoho Campaigns to enhance your customer engagement across all touchpoints.

Whether you are a startup, agency, or enterprise marketing team, this course will give you the skills to independently deploy, customize, and optimize Zoho Social for maximum impact.

Curriculum

Chapter 1: Introduction to Zoho Social

Lesson 1.1: What is Zoho Social and How It Works

Lesson 1.2: Understanding Social Media Management and Its Benefits

Lesson 1.3: Navigating the Zoho Social Dashboard

Chapter 2: Setting Up Your Zoho Social Account

Lesson 2.1: Creating Your Zoho Social Account

Lesson 2.2: Connecting Social Media Channels

Lesson 2.3: Adding Team Members and Assigning Roles

Chapter 3: Publishing and Scheduling Content

Lesson 3.1: Creating and Publishing Posts in Zoho Social

Lesson 3.2: Using the Publishing Calendar

Lesson 3.3: Setting Up SmartQ for Optimal Posting Times

Lesson 3.4: Creating and Managing Content Queues

Lesson 3.5: Using the Bulk Scheduler

Chapter 4: Monitoring and Listening

Lesson 4.1: Setting Up Social Listening Streams

Lesson 4.2: Responding to Mentions and Messages

Lesson 4.3: Tracking Hashtag Performance

Lesson 4.4: Monitoring Competitors and Industry Trends

Chapter 5: Engaging Your Audience

Lesson 5.1: Understanding Engagement in Zoho Social

Lesson 5.2: Responding to Comments and Messages Effectively

Lesson 5.3: Creating Content that Encourages Engagement

Lesson 5.4: Running Social Media Contests and Giveaways

Lesson 5.5: Building Relationships with Influencers

Chapter 6: Publishing and Scheduling Content

Lesson 6.1: Introduction to Publishing in Zoho Social

Lesson 6.2: Creating and Scheduling a Post

Lesson 6.3: Using the Content Calendar

Lesson 6.4: Managing Drafts and Queued Content

Lesson 6.5: Best Practices for a Consistent Publishing Strategy

Chapter 7: Monitoring and Listening

Lesson 7.1: Introduction to Social Listening in Zoho Social

Lesson 7.2: Setting Up Keyword and Hashtag Tracking

Lesson 7.3: Monitoring Brand Mentions Across Platforms

Lesson 7.4: Tracking Reviews and Ratings

Lesson 7.5: Best Practices for Social Listening and Monitoring

Chapter 8: Reporting and Analytics

Lesson 8.1: Introduction to Reporting and Analytics in Zoho Social

Lesson 8.3: Creating Custom Reports

Lesson 8.4: Scheduling and Automating Reports

Lesson 8.5: Interpreting Social Media Analytics Data

Lesson 8.6: Creating Performance Comparison Reports

Lesson 8.7: Sharing Insights with Stakeholders

Chapter 9: Integrations and Advanced Features

Lesson 9.1: Integrating Zoho Social with Zoho CRM

Lesson 9.2: Connecting Zoho Social with Zoho Desk

Lesson 9.3: Integrating with Zoho Campaigns

Lesson 9.4: Using Zoho Social with Zoho Analytics

Lesson 9.5: Third-Party Integrations and Tools

Lesson 9.6: Advanced Publishing Features

Lesson 9.7: Automating Workflows with Zoho Flow

Lesson 9.8: Using Roles and Permissions for Team Collaboration

Lesson 9.9: Social Media Compliance and Security

Chapter 10: Security and Data Management

Lesson 10.1: Understanding Zoho Social Security Settings

Lesson 10.2: Setting Up Two-Factor Authentication (2FA)

Lesson 10.3: Managing User Access and Permissions

Lesson 10.4: Data Backup and Retention Policies

Lesson 10.5: Privacy Settings and Compliance Controls

Lesson 10.6: Monitoring and Auditing Account Activity

Lesson 10.7: Handling Security Incidents

Chapter 11: Final Setup Checklist and Support

Lesson 11.1: Final Setup Checklist

Lesson 11.2: Getting Support from Zoho and Pinnacle

Lesson 11.3: Continuing Education and Best Practices

Legal Notice

The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.

“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.

By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.