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?