Marketing with Zoe

Set Up: Marketing with Zoe

• Setup Checklist: Marketing with Zoe
• Add, Edit, and Delete Team Member Roles
• Add, Edit, and Delete Team Member Permissions
• Add, Edit, and Delete Team Members
• Send Emails from Your Custom Domain

Marketing Contacts & Companies

• Add Marketing Contacts
• Edit Marketing Contact
• Archive Marketing Contacts
• Marketing Contact Groups
• Perform an Action on Multiple Marketing Contacts
• Send Texts to Your Marketing Contacts

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Marketing Automations

• Marketing Automations Overview
• Add a Marketing Automation
• Edit a Marketing Automation
• Pause a Marketing Automation
• Cancel a Marketing Automation'

Content Library

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

Marketing Calendar

• Marketing Calendar Overview'
• Schedule an Email'
• Schedule a Text'
• Schedule an Automation'
• Edit a Broadcast'
• Delete a Broadcast'

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 Surveys

• Add a Marketing Survey'
• Edit a Marketing Survey'
• Delete a Marketing Survey'
• Send a Marketing Survey to Contacts'

Marketing API and Integrations

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