Kizen Account Setup & Features
Set up your account with Kizen and explore the platform functionality.
Settings & General
- Add, Edit, and Delete Team Members
- Add, Edit, and Delete Team Member Roles
- Add, Edit, and Delete Team Member Permissions
- My Toolbar: View and Edit Your Toolbar
- My Toolbar Templates
- Timelines
Custom Fields
- Custom Fields Overview
- Add Custom Fields
- Edit a Custom Field
- Reorder Custom Fields
- Hide a Custom Field
- Delete a Custom Field
Contacts & Companies
- Add Contacts
- Edit Contacts
- Archive Contacts
- Perform an Action on Multiple Contacts
- Add Companies
- Edit Companies
Custom Objects and Entities
- Custom Objects Overview
- Add a Custom Object (Standard Object)
- Edit a Custom Object (Standard Object)
- Delete a Custom Object (Standard Object)
- Add Custom Object (Workflow/Pipelines)
- Edit a Custom Object (Workflow/Pipelines)
Groups & Filters
- Contact Groups
- Contact Group Filter Types
- Entity Record Groups
- Custom Object Filter Types
- Filters: Filter by Form Submissions
- Filters: Filter by Completed Activities
Activities
Automations
- Automations Overview
- Add an Automation
- Edit an Automation
- Pause an Automation
- Cancel an Automation
- Automation Steps: Conditions
Forms & Surveys Builder
Email Library & Builder
- Using the Kizen Builder
- Library Overview
- Add an Email Template
- Edit an Email Template
- Delete an Email Template
- Personalize Your Emails with Merge Fields
Personalized Communication
- Send Emails to Your Contacts
- Send Texts to Your Contacts
- Setup Your Gmail Integration
- Setup Your Outlook Integration
- Manage Team Members' Integrated Inboxes
- Manage Email Privacy Settings
Data Insights: Dashboards & Dashlets
- Dashboard: Add Dashboards
- Dashboard: Edit Dashboards
- Dashboards: Share Dashboards
- Dashlets: Creating Dashlets
- Dashlets: Editing, Rearranging and Deleting
- Dashlets: Number of Activity Submissions