Create
Personalize engagement across all channels.
Deliver
Automatically send your messaging to the right person at the right time.
Optimize
Better understand your customer journey and identify areas to drive more value.
Collaborate
Enable your teams to work together better than ever before and drive more amazing experiences.
Create
Our drag-and-drop email builder is incredibly powerful and intuitive. Customize the look, feel, and positioning of any element.
Kizen comes with high-performing templates that are regularly tested for their conversion rate and effectiveness.
Schedule intelligent broadcasts: Simply pick a day, choose your email and contact group, and hit send.
Combine over 40 different filters to create the perfect audience for every broadcast.
Dynamic groups allow you to combine any amount of filters as a saved group for easy reference.
Insert merge fields to automatically insert the contact's name, your company, or any other data field.
Easily send personalized emails to contacts that meet certain filters immediately.
Easily schedule a series of emails to go out after a set number of minutes, hours, or days.
Send emails at the right time for every contact by using their time zone to deliver messages intelligently.
Show or hide entire sections based on an individual's history with you.
See real-time metrics on email delivery, opens, clicks, attachment opens, opt-outs, and spam complaints.
Email Messaging
Create beautiful, on-brand emails that drive results with a powerful, intuitive builder. Maximize efficiency by leveraging sleek templates that look amazing across all devices. Leverage your data to personalize your messaging and evaluate metrics to optimize every send.
Easily broadcast texts to your customer journey.
Connect with your customers by adding images, emojis, and GIFs.
A dedicated, local phone number allows you to match your area code.
Calls to your dedicated number are automatically redirected to your team.
Easily start automations to send an email, add customers to a newsletter, send a survey, or have a team member follow-up when customers text your number.
Easily build out 2-way texting sequences with the help of our Zoe Assistant. Available on our Professional and Enterprise packages.
Text Messaging
Send and receive personalized text messages, and even use textbot functionality to text back and forth with your customers and team members throughout the journey.
Our drag-and-drop builder lets you easily build out surveys to your exact specifications.
Survey fields include ratings, short text fields, long text fields, drop-downs, multiple choice, numbers, yes/no, team member selectors, and more.
Add an unlimited number of custom questions.
Easily send 1-click surveys over email or send invitations to more advanced surveys intelligently.
Send 1-question surveys to customers via MMS or SMS and collect responses with a simple text back.
Link to your web survey from anywhere online and publish without coding.
Take a survey on a secure mounted kiosk, or with a tablet by a team member.
Easily determine whether customers are satisfied or unsatisfied with their experience.
Receive immediate text and email alerts anytime a customer gives feedback or only when negative feedback is received.
Add field rules to provide better, streamlined survey experiences by showing or hiding questions based on previous responses.
Easily create a series of scheduled survey requests until you receive a response or until the sequence runs out of touchpoints.
Automatically assign surveys to team members to help drive accountability.
Plan follow-up automations based on satisfied or unsatisfied responses.
Ask satisfied customers to leave online reviews or send referrals to boost your online reputation.
Surveys
Send one-time or position surveys strategically throughout the customer journey. Send surveys through email, web, mobile, text, or present them on kiosks or tablets to uncover product needs, discover customer preferences, deepen relationships, predict trends, and prioritize investments.
Capture, registration, and research templates increase response rate.
Beautiful, visual form reporting and dashlets.
Collect all the data you need with our form fields.
Put your Kizen form on any website quickly and easily with our 1-line embed code.
Easily design the form to match your brand and send out direct links, all hosted on Kizen.
Securely accept files of any size.
Add product, subscription, and process payments securely through credit card or ACH.
Add field rules to provide better, streamlined form experiences by only showing certain fields when conditions are met.
Provide personalized experiences after filling out a form by routing customers to the right place.
Automatically send an email or text to any member of your team when a form is submitted with just one click.
Build out entire landing pages and collect data with ease.
A built-in follow-up sequence on every form lets you easily send personalized follow-up messaging to anyone who completes your form.
Visualize the results from all your form submissions to spot trends and better understand your audience.
Form Studio
Our forms fit perfectly into any website. Collect the data you need intelligently with advanced features, including field rules, page rules, and more. Learn from the responses with pre-built reporting and customizable dashboards.
Deliver
Deliver the right message at the right time and automatically route customers to their unique experience.
Engage in real-time with triggers such as page visits, form submissions, email clicks, and more.
Send personalized emails or schedule sequences with dynamic content based on customer attributes and history.
Send SMS/MMS messages to contacts with reminders, updates, surveys, and more.
Send NPS surveys, or collect advanced ratings and survey responses on multiple channels.
Automatically assign activities and send email/text activity reminders to all team members.
Use A-F testing for up to 6 different experiences at a time. Test a single email, text, team member interaction, or the entire journey.
Use path weights to easily segment a small portion of traffic, tested against your current experience, and scale up once the path is proven.
Set customizable goals for each path.
See the number of customers and average time in each funnel stage, and filter based on different client attributes.
Easily discover customer segments to determine the preferences of different customer groups.
Automation
With automation, now anyone can easily send personalized 2-way experiences across the entire customer journey through email, SMS, in-app, and more, without writing a single line of code.
Cut the required time to onboard by 50-90% with intelligent automations.
Trigger personalized emails, texts, or team reach-outs at the exact time they’re needed.
Zoe Assistant Automations
Customer Experience and Success teams are using Zoe’s intelligent automations to save thousands of hours every month and produce better customer experiences.
See exactly how much activity your team is doing.
See how your team’s activity is trending.
See how much you’re set to close every month.
See where you’re gaining and losing deals.
See your conversion at each stage of the funnel.
See the ROI on your advertising campaigns.
Easily see your email performance.
Zoe Assistant integration takes insights to the next level.
Analytics
Accurate, real-time insights help your team understand true ROI by channel, campaign, and asset. Forecast accurately, invest with precision to maximize returns, and prove the impact your team is making.
Optimize
Track all your customer web visits.
Rich email tracking of your most important metrics.
Customize your web or mobile app tracking.
Integrate, track, and optimize your ad spend.
Behavioral Tracking
Track a customer’s journey across emails, websites, ads, and custom web, iOS, and Android applications. Easily use this rich data to identify intent, anticipate needs, and optimize everything.
Behavior modeling recommends the next best step, from cross-selling to sending customer satisfaction surveys.
Detect customers with the highest likelihood to churn, alert the team, and trigger actions to retain your customers.
Zoe Assistant Strategic Intelligence
With Zoe Assistant to consult you, everything is delivered faster, better, and easier. Work with our machine-learning team to model behavior and develop self-optimizing campaigns to more intelligently interact with each individual.
See all activity, correspondence, and interactions related to a customer. Log activities, add notes, and store any relevant data.
Pipelines
Easily see the status of every customer with fully customizable pipelines. Get notified if customers get stuck in a particular process. Track win/loss rates, average time to close and time in stage, and intelligently forecast revenues. Build an unlimited number of Kizen pipelines with a simple visual interface.
Collaborate
Prioritize your team’s week with a customizable list of scheduled and recommended touchpoints.
Intelligently track every customer touchpoint.
Activities
Activities give companies an easy, customizable way to track all the most important work your team is doing. Create to-do lists for your team so schedules are booked and each day is prioritized. Streamline your team’s work and get better data on your day-to-day operations.
Ensure appropriate data access at all times.
Permissions
Ensure all team members have access to the appropriate data at all times with Kizen’s advanced permission engine. Control viewing access and edit each aspect of Kizen (dashboards, contacts, fields, activities, automations, templates) by role or on an individual-user basis.
Work seamlessly with your team members.
In-App Collaboration
In-app collaboration makes it easy to notify team members or ask questions throughout any activity, comment, or note. This ensures communication on every contact, company, and customer is automatically organized and stored inside Kizen where everyone can access it.
Data Cloud
Kizen’s Data Cloud provides a single source of truth for every customer by connecting data from every tool, team, and interaction in real-time. An easy set-up process and no coding interface means both your customer-facing teams and your tech-savvy departments will love using it together.