Quick How To's

How to Add a Single Contact

This step-by-step walkthrough answers the questions: "How do I add a contact?", "How do I add a single contact?", and "How do I add one contact?"

How to Import Contacts

This step-by-step walkthrough answers the questions: "How do I import a list of contacts?", and "How do I add multiple contacts at once?"

How to Update Contacts

This step-by-step walkthrough answers the questions: "How do I update a contact?", "How do I change a contact's status?", and "How do I edit a contact's information?"

How to Search for Contacts

This step-by-step walkthrough answers the questions: "How do I find a contact?", "How do I contacts?", and "Is there a way to search for people?"

How to Send SMS Texts

This step-by-step walkthrough answers the questions: "How do I send SMS texts to a contact?", "How do I send SMS texts to all my contacts?", and "How do send texts?"

How to Send Emails to Your Contacts

This step-by-step walkthrough answers the questions: "How do I send emails to a contact?", "How do I send emails to all my contacts?", and "How do mass send emails?"

How to See Conversations with Contacts

This step-by-step walkthrough answers the questions: "How do I see my conversation with a contact?", "How do I see replies?", and "How do I know who responds?"

How to View (& Share) a Contact's Portal

This step-by-step walkthrough answers the questions: "How do I view a contact portal?", "How do I see what my contacts see in their portal?", and "How do I view the learner interaction?"

How to Archive (& Unarchive) a Contact

This step-by-step walkthrough answers the questions: "How do I archive a contact?", "How do I archive contacts?", and "How do I unarchive a contact?"

How to View Archived Contacts

This step-by-step walkthrough answers the questions: "How do I find archived contacts?", and "How do view archived contacts?"

How to Delete a Contact (CAREFUL!)

This step-by-step walkthrough answers the questions: "How to delete contacts?" or "How to delete a contact?"

How to Create Contact Boards

This step-by-step walkthrough answers the questions: "How to create a board?", "How do I use boards?" and "How do I set up boards?"

How to Create a Group

This walkthrough answers the questions: How do I create a group? How do I create groups?

How to Create a Group Folder

This walkthrough answers the questions: How do I create a group folder? How do I organize my groups? How can I organize my groups?

How to Remove a Group From a Folder

This walkthrough answers the questions: How do I remove a group from a folder? How do I edit a group folder?

How to Rename a Group Folder

This walkthrough answers the questions: How do I rename a group folder? How to rename a group folder?

How to Create a Group Based on a Matched Field

This walkthrough answers the questions: How do I find contacts with the same value? How do I find contacts based on a field? How do I find contacts who have the same value?

How to Create a Group Based on Matched Activity

This walkthrough answers the questions: How do I find contacts with the same activity? How do I find contacts who have done the same thing? How do I find contacts who have the same answers? How do I find contacts who are in the same campaigns?

How to Send an SMS Text to a Group

This walkthrough answers the questions: How do I send a text to a group? How do I text a group of people? How do I text my contacts? How do I send a text message? How do I send a text?

How to Automate Group SMS Texts

This walkthrough answers the questions: How do I schedule sending a text to a group? How do I schedule a text to a group of people? How do I automate sending a text my contacts? How do I automate sending a text message? How do I schedule sending a text? How do I schedule a text?

How to Send an Email to a Group

This walkthrough answers the questions: How do I email a group? How do I send an email to a group of people? How do I send an email to my contacts?

How to Automate Group Emails

This walkthrough answers the questions: How do I automate emailing a group? How do I schedule emails to a group of people? How do I schedule sending an email to my contacts? How do I automate sending an email to my contacts?

How to Add a Group to a Campaign

This walkthrough answers the questions: How do I add a group to a campaign? How do I add a group of people to a campaign? How do I add contacts to a campaign?

How to Export All Contacts (Use a Group)

This walkthrough answers the questions: How do I export my contacts? How do I export a group? How do I download my contacts?

How to Delete a Group

This walkthrough answers the questions: How do I delete a group?

How to Start a New Conversation

This walkthrough answers the questions: How do I start a new conversation? How do I send a message to a contact? How do I send an sms text to a contact? How do I email a contact? How do I text a contact?

How to Close (& Reopen) a Conversation

This walkthrough answers the questions: How do I close a conversation? How do I open a conversation? How do I reopen a conversation? How do I remove a conversation?

How to Close Multiple Conversations

This walkthrough answers the questions: How do I close all conversations? How do I close multiple conversations? How do I close all conversations at once? How do I close multiple conversations at once?

How to Assign (& Unassign) Conversations

This walkthrough answers the questions: How do I assign a conversation to another user? How do I unassign a conversation to another user?

How to View Conversation Assignments

This walkthrough answers the questions: How do I view which user is assigned to a conversation? How do I view conversation assignments? How do I view who is assigned to who? How do I view user assignments?

How to Search Conversations

This walkthrough answers the questions: How do I search conversations? Can I search conversations?

How to Send Attachments in ConveYour

This walkthrough answers the questions: How do I send an attachment in a text message? How do I send an image in a text message? How do I send a link in a text message? How do I send a video in a message?

How to Use Snippets in Conversations

This walkthrough answers the questions: How do I use a snippet in a conversation? How do I use a saved message in a conversation? Can I use a snippet in a conversation? Can I save a response? Can I send a saved response? How do I use a saved response?

How to Use Placeholders in Conversations

This walkthrough answers the questions: How do I use placeholders in a conversation? Can I use placeholders in a conversation? How do I use placeholders in a message?

How to Tell if a Conversation is an Email or SMS

This walkthrough answers the questions: How do I tell if a message is an email or an sms? How do I tell if a message is an email or a text? How can I tell if a message is an email or an sms?