Help docs

Automations

ConveYour's suite of robust automation features allow you to provide an on-rails experience for your team that still feels personally tailored and personalized for them.

Automations

Introduction to Email in ConveYour

An introduction all of the email features ConveYour has to offer.

Getting Started with Automations - Adaptive Learning for Groups

Automations

Getting Started with Automations - Adaptive Learning for Groups

Scheduling automations in ConveYour for adaptive learning, scheduled messaging, adding and removing from campaigns, and more!

Add Group of Contacts to Campaign

Automations

Add Group of Contacts to Campaign

Using automations to schedule adding a group of contacts to a campaign

Schedule a Text Message for a Group

Automations

Schedule a Text Message for a Group

Using automations to identify and tag top-scoring participants in ConveYour.

Based on Score in Course/Campaign

Automations

Based on Score in Course/Campaign

Using automations to identify and tag top-scoring participants in ConveYour.

Add/Remove Tags

Automations

Add/Remove Tags

Using automations to add custom tags to your contacts.

Triggering Text Messages Based on Course Progress

Automations

Triggering Text Messages Based on Course Progress

Learn how to use the Activity Feed feature in order to create a group based on those who completed a lesson.

Remove Group of Contacts from a Campaign

Automations

Remove Group of Contacts from a Campaign

How to remove contacts from a campaign in ConveYour

Schedule Alerts via Email

Automations

Schedule Alerts via Email

Learn how to create automated email alerts when a client meets a condition.

Automations

Send an Automated SMS Message

How to setup an SMS message trigger

Dynamic Alerts for Email Notifications

Automations

Dynamic Alerts for Email Notifications

How to implement ConveYour's dynamic email notifications for your team!

SMS Notification

Automations

SMS Notification