Setup Checklist: Marketing with Zoe

Marketing with Zoe lets teams effectively target their entire addressable markets with hyper-personalization to convert more buyers into loyal customers. Maximize customer value with easy-to-implement campaigns that leverage your highest performing channels. Use Zoe’s insights to measure ROI and optimize investments.

Setup Checklist

Please review and complete the actions in these articles to get your account setup!

• Setup Your Team
  • Setup Team Member Roles
  • Setup Team Member Permissions
  • Add, Edit, and Delete Team Members
• Architect Your Data
  • Add Custom Fields
  • Add Contacts
  • Create Contact Groups
• Start Training Zoe
  • Create an Automation
  • Track Expenses
  • Get to know the Kizen Builder
  • Build an Email
  • Add a Form
  • Setup Additional Integrations