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How to resell Vista Social & automate onboarding with Zapier

Matthew A
Plan × Professional    ✓ Advanced    ✓ Scale    ✓ Enterprise

 

Reselling Vista Social? This guide walks you through creating custom packages for your clients, automating the onboarding process, and streamlining account creation with Zapier.

 

Step 1: Set up your custom packages

Before automating, define what your clients will receive in their package. These can include:

  • Profile Groups: Number of profile groups they can manage.
  • Users: Number of team members they can invite.
  • Profiles: Number of social media accounts they can connect.

Use Shopify, WooCommerce, or another eCommerce platform to list your packages.

 

Step 2: Set up a Zapier trigger for new purchases

  1. In Zapier, create a new Zap.
  2. Select your eCommerce platform as the Trigger App (e.g., Shopify, WooCommerce, Stripe).
  3. Choose New Order as the trigger event.
  4. Authenticate your account and select the relevant store.
  5. 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

  1. Add a Vista Social Action step
  2. Select Create Profile Group as the event
  3. Map the order details:
    • Client Name → Profile Group Name
    • Package Type → Select Profile Group Limits (if applicable)
  4. Test and continue

B. Invite users automatically

  1. Add another Vista Social Action step
  2. Select Invite User to Account as the event
  3. Map the fields:
    • Email Address → Customer email from order
    • Role → Choose based on package (Admin, Editor, etc.)
    • Profile Group → Map from previous step
  4. 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).

  • Let them know to expect a welcome email from Vista Social with setup instructions.
  • Provide helpful guides on connecting profiles, creating posts, or managing their account.
  • 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:

  1. Customizing the welcome email content
  2. Disabling the Vista Social welcome email
  3. White-labeling the dashboard logo or domain
  4. 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.

If you have any questions or need additional help, feel free to contact our awesome support team. We are here to assist you! 💙

 

Related Reading:

Zapier Integration Overview

Vista Social Profile Management

How to Invite & Manage Users

 

Sign up now and try Vista Social for 14 days, free!

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