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 to a Contact
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?
How to Create a Campaign
This walkthrough answers the questions: How do I create a campaign? How do I create a workflow? How do I create a drip campaign?
How to Add Content to Workflows
This walkthrough answers the questions: How do I add content to a workflow? How do I add lessons to a workflow? How do I add a lesson to a workflow?
How to Add Content to Date Campaigns
This walkthrough answers the questions: How do I add content to a campaign? How do I add lessons to a campaign? How do I release content?
How to Edit SMS & Email Lesson Alerts
This walkthrough answers the questions: How do I edit lesson alerts? How do I change lesson alerts? How do I edit lesson notifications? How do I edit sms and email notifications?
How to View Contacts in Your Campaign
This walkthrough answers the questions: How do I view who is in my campaign? How do I see my learners? How do I know who is in a course? How do I find out who is in my campaign? How do I see who is in my course?
How to Add a Contact to a Campaign
This walkthrough answers the questions: How do I add a contact to a campaign? How do I add a learner to my course? How do I put someone into a course? How do I release content to people?
How to Add or Change a Campaign Banner
This walkthrough answers the questions: How do I add a campaign banner? How do I change a campaign banner? How do I add an image to my course? How do I change the image for my course?
How to Edit the Initial SMS and Email Messages
This walkthrough answers the questions: How do I edit the initial SMS and email messages? How do I change the messages people get when they join a campaign? How do I update the text message that goes out after I join a course?
How to Find the Link to a Landing Page
This walkthrough answers the questions: How do I find the link to a landing page? How can I get the link to my campaign landing page? Where is the link to a course landing page?
How to Add a Video to a Landing Page
This walkthrough answers the questions: How do I add a video to a landing page? How do I add a video to my campaign landing page? How do I put a video on the landing page for my course?
How to Edit the Campaign Description
This walkthrough answers the questions: How do I edit the campaign description? Where do I go to edit the campaign description?
How to Add Fields to a Landing Page
This walkthrough answers the questions: How do I add fields to a landing page? How do I add new inputs on my landing page? Where can I add inputs to my campaign landing page?
How to Require Fields on a Landing Page
This walkthrough answers the questions: How do I require fields on a landing page? Can I require fields on a landing page? Where do I go to require fields on my landing page?
How to Hide a Campaign Leaderboard
This walkthrough answers the questions: How do I hide a campaign leaderboard? How do I hid the leaderboard? Where do I go to hide the leaderboard?
How to Lock the Completion Order in a Campaign
This walkthrough answers the questions: How do I lock the completion order in a campaign? Where do I go to force lessons in order? How can I make learners complete lessons in order?
How to Stop a Campaign
This walkthrough answers the questions: How do I stop a campaign? Where do I go to stop a campaign? How do I end a campaign?
How to Restart an Ended Campaign
This walkthrough answers the questions: How do I restart an ended campaign? Where do I go to restart a campaign? Can I restart a campaign?
How to Delete a Campaign
This walkthrough answers the questions: How do I delete a campaign? Where do I go to delete a campaign?
How to See Ended Campaigns
This walkthrough answers the questions: How do I see ended campaigns? How do I view old campaigns? Where do I go to see ended campaigns?
How to Change Campaign Order in a Portal
This walkthrough answers the questions: How do I change the campaign order in a portal? Where do I go to change the order of the campaigns in the portal? Can I change the order learners see their lessons?
How to Edit the Portal Section for a Campaign
This walkthrough answers the questions: How do I edit which portal section a campaign is in? Where do I edit the portal section a campaign is in?
How to Send a Campaign Portal Link
This walkthrough answers the questions: How do I send a campaign portal link? How can I share the link to a campaign? Where do I locate the link to a campaign?
How to Create a Campaign Template
This walkthrough answers the questions: How do I create a campaign template? Where do I go to create a template for a campaign? Can I copy a campaign? Can I reuse campaigns?
How to Create a Campaign from a Template
This walkthrough answers the questions: How do I create a campaign from a template? Where do I go to create a campaign from a template?
How to Copy a Campaign to Another Team
This walkthrough answers the questions: How do I copy a campaign to another team? Can I move a campaign to another team? Can I reuse a campaign on another team?
How to View Campaign Stats
This walkthrough answers the questions: How do I view campaign stats? Where do I see answers from my learners? How do I view learner responses?
How to Create a Lesson
This walkthrough answers the questions: How do I create a lesson? Where do I go to create a lesson? Where do I create a lesson?
How to Create a Lesson Folder
This walkthrough answers the questions: How do I create a lesson folder? Where do I create a lesson folder? How do I organize my lessons? Where can I go to organize my lessons?
How to Add a Lesson to a Lesson Folder
This walkthrough answers the questions: How do I add a lesson to a lesson folder? Where can I go to add lessons to a folder?
How to Share a Lessons Folder to the Portal
This walkthrough answers the questions: How do I share lessons in the portal? Can I share lessons to learners? Where can I go to share lessons? What does share to group mean?
How to Test a Lesson
This walkthrough answers the questions: How do I test my content? How do I test a lesson? Where do I test a lesson?
How to Copy a Lesson
This walkthrough answers the questions: How do I copy a lesson? Where do I go to make a copy of a lesson? Can I duplicate a lesson?
How to Delete a Lesson
This walkthrough answers the questions: How do I delete a lesson? Where do I go to delete a lesson? What happens when I delete a lesson?
How to Restore a Deleted Lesson
This walkthrough answers the questions: How do I restore a deleted lesson? Where can I find deleted lessons? What happens if I delete a lesson?
How to View Lesson Stats
This walkthrough answers the questions: How do I view lesson stats? Where do I go to view lesson stats?
How to Find Which Campaign a Lesson Is In
This walkthrough answers the questions: How do I find a campaign with my lesson? Where do I see the campaigns my lesson is in? Can I see which campaigns are using a lesson?
How to Export a Lesson as HTML
This walkthrough answers the questions: How do I export my lesson? Can I share lesson content so my team can see? Where can I export my lesson?