Experience with Zoe

Set Up: Experience with Zoe

• Custom Objects: Success Custom Fields
• Dashlets: Creating Dashlets
• Dashlets: Editing, rearranging & deleting
• Custom Objects: Change Stage Destination
• Setup Checklist: Experience with Zoe
• Add, Edit, and Delete Team Member Roles

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Experience Contacts & Companies

• Add Experience Companies
• Archive Experience Companies
• Add Experience Contacts
• Edit Experience Contacts
• Archive Experience Contacts
• Experience Contact Groups

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Experience Activities

• Experience Activities Overview
• Add an Experience Activity
• Edit an Experience Activity
• Delete an Experience Activity

Experience Automations

• External HTTP Requests
• Experience Automations Overview
• Add an Experience Automation
• Edit an Experience Automation
• Pause an Experience Automation
• Cancel an Experience Automation'

Experience API and Integrations

• Utilize Zapier
• External HTTP Requests
• Utilize Workato for Experience with Zoe
• Utilize Zapier for Experience with Zoe
• Kizen's API for Experience with Zoe

Personalized Communication

• Library Overview
• Send Emails to Your Experience Contacts