Reselling Vista Social? This guide walks you through how to create custom packages for your clients, automate the onboarding process, and streamline account creation using Zapier.
In this guide:
- Step 1: Set Up Your Custom Packages
- Step 2: Set Up Zapier Trigger for New Purchases
- Step 3: Automate Client Onboarding in Vista Social
Step 1: Set Up Your Custom Packages
Before automating, define what your clients will receive in their package. These can include:
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Profile Groups: Number of profile groups they can manage.
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Users: Number of team members they can invite.
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Profiles: Number of social media accounts they can connect.
Use Shopify, WooCommerce, or another eCommerce platform to list your packages.
Step 2: Set Up Zapier Trigger for New Purchases
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In Zapier, create a new Zap.
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Select your eCommerce platform as the Trigger App (e.g., Shopify, WooCommerce, Stripe).
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Choose New Order as the trigger event.
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Authenticate your account and select the relevant store.
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Test the trigger to ensure it captures order details.
Step 3: Automate Client Onboarding in Vista Social
Once a new purchase is detected, use Zapier to automate account setup:
A. Create the Profile Group
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Add a Vista Social Action step
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Select Create Profile Group as the event
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Map the order details:
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Client Name → Profile Group Name
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Package Type → Select Profile Group Limits (if applicable)
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Test and continue
B. Invite Users Automatically
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Add another Vista Social Action step
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Select Invite User to Account as the event
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Map the fields:
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Email Address → Customer email from order
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Role → Choose based on package (Admin, Editor, etc.)
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Profile Group → Map from previous step
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Test and continue
Step 4: Notify the Client & Deliver Next Steps
Once the account is set up, we will automatically send a welcome email to your client with a button for them to set up their password. While this email comes from Vista Social, we recommend sending a separate welcome email to guide your client through their next steps.
Recommended Additional Welcome Email:
Add an Email Action (Gmail, Outlook, or any email service in Zapier).
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Let them know to expect a welcome email from Vista Social with setup instructions.
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Provide helpful guides on connecting profiles, creating posts, or managing their account.
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Include your own support contact details for any assistance.
This ensures a smooth onboarding experience for your clients!
Step 5: Go Live & Start Selling 🚀
Once everything is tested, turn on your Zap and let the automation handle new client onboarding seamlessly!
Limitations & Feature Requests
At this time, the following customization options are not available in Vista Social:
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Customizing the welcome email content
- Disabling the Vista Social welcome email
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White labeling the dashboard logo or domain
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White labeling system-generated emails
If you'd like to see these features added, you can submit a request here: Feature Requests
Need Further Help?
Our services team is here to assist with setup! Reach out for a custom automation consultation.
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