Skip to main content

Getting started with Vista Social

Mike

Welcome to Vista Social! 👋🏻

When you first log in, you'll land on a setup checklist that walks you through connecting your profiles, inviting your team, and scheduling your first post. This guide covers each of those steps, plus a few extras worth turning on early, like Ask Vista, your brand voice, and automations.

 

Getting started on Vista Social

Before we get started, make sure to verify your account email address by clicking on a link we've sent to your inbox.

Confirmation message: Great! Your email has been confirmed

 

Ways to access Vista Social

 

Your setup checklist

Once you log in, you'll see a "Welcome to Vista" screen with a setup checklist. This tracks your progress as a percentage and stays available as a card on your dashboard until you finish it.

The essentials

Three steps make up most of your setup:

  • Connect your social profiles (2 min, 30% of setup): unlocks publishing, inbox, and reports the moment your first profile is in.
  • Invite your team (1 min, 20% of setup): share the work, since the person who signs up isn't always the person who runs Vista day-to-day.
  • Schedule your first post (5 min, 20% of setup): requires a connected profile first.

Go further

Any two of these finish the remaining setup (15% each):

Prefer a human walkthrough? You can book a free 30-minute call directly from the checklist screen. The team will get you set up, train your team, customize Vista to fit how you work, and answer anything you're stuck on.

 

1. Connect your social profiles

Once you have created your account, you will be directed to Vista Home, your dashboard, where the first step is to connect the social profiles that you want to manage. With Vista Social, social profiles are grouped by profile groups to ensure that content and reports from different brands do not get mixed up with each other (learn more about creating profile groups here).

After setting up a profile group, click Connect your first social profile in the Initial setup guide on your dashboard and select the social network you want to connect. Follow the prompts to connect your social profile and make sure that you allow all permissions.

Important

Do not modify the permissions, as it might cause problems later on.

Alternatively, you may also go to Settings and select Connected Profiles to add new profiles:

2. Invite your team

Once the social profiles are connected, the next step is to add your team members. To do so, go to Settings → Team Members → Add team member. Fill out user information such as First Name, Last Name, and Email Address.

Determine the user role if you want them to become an admin or a restricted user. You may change user roles at any time later.

Note

This feature is only available on paid plans. Subscribe to a paid plan now.

Before you get started creating content in your calendar, we highly recommend enabling your notifications so you get alerts about your posts! To enable this, go to Settings → Accounts → Notifications. Enable the notifications you would like to receive under your preferred medium. Notifications can be received through email, within the platform, your browser, or Slack.

3. Schedule your first post

Now that you have added your profiles and users, you are ready to schedule your first post! There are many ways to schedule a post with Vista Social:

To access the publishing options, go to Create and select how you'd like to schedule your content:

Create menu open in the left navigation with the publishing options listed

Make sure that the correct profile group and profiles are selected before you schedule your post.

Once you have the correct social profiles selected, add your caption in the content field, upload your media, and check the preview per profile on the right-hand side of the window to ensure that each post per network looks exactly the way you expect it to:

Select the time to post and click Schedule.

Note

We also support multi-time scheduling. Click here to learn more!

 

Explore more

Once you've got the essentials covered, here's what to look at next.

Respond to a conversation

After scheduling your first post, the next step is to check your Inbox. With Vista Social, you can monitor your social media activity straight from your dashboard. Depending on the network, the inbox allows you to view and respond to comments, mentions, messages, reviews, and shares.

To filter your inbox activity, go to Inbox and click Filter on the upper right-hand of the page:

Use the Reply field to respond to conversations, or switch to the Note tab to leave internal comments to other team members.

Set up a listener

Create listeners that will monitor your network for conversations containing specific keywords. To create a listener, click Listening on the menu and select Add Listener. Select the list of profiles you want included in the search, then add the following information: listener name, included and excluded keywords.

Once you have created your listener, it should now appear on your list of listeners. Here you will see the name of the listener, the number of profiles, and the status of the listener.

Run a report

Get some analytics on your connected profiles by generating a report. Note that it takes 2-3 hours for the first data analysis to complete, so if you have just connected your profiles, please wait a couple of hours before running your first report.

Types of reports you can generate with Vista Social:

  • Social media performance - report that focuses on performance across your social profiles
  • Post performance - report that analyzes the performance of your published content
  • Review performance - report that focuses on reviews, rankings, and responses
  • Tasks performance - report that measures your team's productivity
  • Competitor analysis - report that compares your brand performance to others
  • Advocacy performance - report that focuses on performance across your advocacy group
  • Sentiment analysis - report that focuses on understanding sentiment by categorizing comments, messages, mentions of the brand as positive, negative, neutral or mixed
  • Industry benchmark - report that compares social media performance against industry standards or competitors
  • Listener performance - measure overall results of your listeners, your potential impressions, as well as the sentiments of the engagements you have gained.
  • Inbox performance - report that focuses on the performance of your inbox, including response activity and engagement
  • Paid performance - report that focuses on the impact and results of paid marketing campaigns

To immediately run a report, click Reports on the homepage and select Run report.

Choose a report type and date range, then click Download.

Note

You may also schedule a report at a later time or create a custom report if you want to choose specific metrics shown in your report.


 

Need further help?

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:

Getting started with Inbox

Getting started with review management on Vista Social

 

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

Related articles