Marketing with Zoe

Set Up: Marketing with Zoe

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

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Marketing Contacts & Companies

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

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Marketing Automations

• External HTTP Requests
• Marketing Automations Overview
• Add a Marketing Automation
• Edit a Marketing Automation
• Pause a Marketing Automation
• Cancel a Marketing Automation'

Content Library

• Library Overview
• Using the Kizen Builder
• Add an Email Template
• Edit an Email Template
• Delete an Email Template
• Email Deliverability

Marketing Costs

• Add a Lead Source
• Marketing Costs Overview
• Add a Transaction

Marketing Forms

• Add a Marketing Form
• Edit a Marketing Form
• Delete a Marketing Form
• Add a Marketing Form to your Website'
• Email a Marketing Form

Marketing API and Integrations

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