Help docs

Groups

ConveYour's powerful Groups feature helps you organize and automate your contact management, letting you focus on doing what you do best.

Groups Introduction

Groups

Groups Introduction

Dynamically segment your contacts using groups in ConveYour

ConveYour's Edit Group menu.

Groups

Group Creation, Filtering and Setup

Learn how to create and setup groups to segment your contacts.

Filtering filters to only those tagged as "warm" in ConveYour.

Groups

Group Filtering and Condition Examples

Examples on how you can segment your contact list into different groups using filters and conditions.

A text conversation. "I have a question." "Hey, thanks for reaching out! I want to get you into my phone. Could you take a second to enter your info?"

Groups

Working with Tag Groups

Tag groups can effectively be used for sorting existing contacts and new contacts or leads.

Viewing Contacts that are in a Campaign.

Groups

Creating a Group from Individual Course Activity

Easy creation of a group based on the activity of an individual in your course.

Groups Folders

Groups

Groups Folders

Organize your groups by using folders.

📅 How to Create a Group matching a Specific Timeframe (Expression Filters)

Groups

📅 How to Create a Group matching a Specific Timeframe (Expression Filters)

This guide will walk you through Time Field Expression Filters using Greater Than and Less Than terminology.

How to Add Date Expressions to Group Filters

Groups

How to Add Date Expressions to Group Filters

This guide will walk you through creating a custom "Time" field and setting up groups based on time filters. Use this for scheduling important events, interviews, or tracking start dates on contact profiles.