Setup Checklist: Experience with Zoe

Experience with Zoe is the fastest and easiest way to manage all your interactions in one place. Gain insights into experiences, pinpoint areas for improvement, and delight customers at every turn. Reduce churn and increase upsell to maximize customer value. Enhance productivity and deliver awesome experiences with Zoe.

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
  • Custom Objects Overview
• Start Training Zoe
  • Add Activities
  • Create an Automation
  • Build a Form
  • Setup Additional Integrations
• Communicate with Your Contacts
  
  • Email your Contacts