Help docs
Quick How To's
Step-by-step videos to get you moving quickly in ConveYour.
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?"
Quick How To's
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?"
Quick How To's
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?"
Quick How To's
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?"
Quick How To's
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?"
Quick How To's
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?"
Quick How To's
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?"
Quick How To's
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?", "Can you tell me where to find a portal ID?"
Quick How To's
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?"
Quick How To's
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?"
Quick How To's
How to Delete a Contact (CAREFUL!)
This step-by-step walkthrough answers the questions: "How to delete contacts?" or "How to delete a contact?"
Quick How To's
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?"
Quick How To's
How to Create a Group
This walkthrough answers the questions: How do I create a group? How do I create groups?
Quick How To's
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?
Quick How To's
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?
Quick How To's
How to Rename a Group Folder
This walkthrough answers the questions: How do I rename a group folder? How to rename a group folder?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
How to Delete a Group
This walkthrough answers the questions: How do I delete a group?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
How to Search Conversations
This walkthrough answers the questions: How do I search conversations? Can I search conversations?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
How to Delete a Campaign
This walkthrough answers the questions: How do I delete a campaign? Where do I go to delete a campaign?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
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?
Quick How To's
How to View Lesson Stats
This walkthrough answers the questions: How do I view lesson stats? Where do I go to view lesson stats?
Quick How To's
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?
Quick How To's
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?
Quick How To's
How to Invite a New User
This walkthrough answers the questions: How do I invite a new user? How do I add a new user? Where do I add a user? Where can I add an admin?
Quick How To's
How to Edit Your User Email, Password, Photo, etc
This walkthrough answers the questions: How do I edit my user email? How do I edit my password? Where can I change my user photo? Can I change my username or other info?
Quick How To's
How to Delete a User
This walkthrough answers the questions: How do I delete a user? Where do I delete a user? Can I archive a user?
Quick How To's
How to Restore a Deleted User
This walkthrough answers the questions: How do I restore a deleted user? Where do I go to reactivate a deleted user? Can I invite an archived admin? Can I reinstate a guest user?
Quick How To's
How to Set Guest User Permissions
This walkthrough answers the questions: How do I set permissions for my guest users? Where do I set permissions for users? Can I allow users to have limited access?
Quick How To's
How to Schedule an SMS Text
This walkthrough answers the questions: How do I automate an sms text? How do I create a text automation? Where do I go to create a text for a group?
Quick How To's
How to Schedule an Email
This walkthrough answers the questions: How do I schedule an email to contacts? How do I automate an email? Where do I go to create an email automation?
Quick How To's
How to Schedule Adding Contacts to Campaigns
This walkthrough answers the questions: How do I schedule adding contacts to a course? How do I automate adding contacts to a campaign? Where do I go to schedule an automation that adds contacts to a campaign?
Quick How To's
How to Schedule Removing Contacts from a Campaign
This walkthrough answers the questions: How do I schedule removing people from a campaign? How do I automate removing contacts from a course? Where do I set up an automation that removes people from a campaign?
Quick How To's
How to Schedule Contact Removal or Archival
This walkthrough answers the questions: How do I schedule removing or archiving a contact? How do I automate removing a contact? How do I automate deleting a contact? Where do I go to set up an automation that deletes people?
Quick How To's
How to Schedule Adding or Removing Tags
This walkthrough answers the questions: How do I schedule adding a tag? How do I schedule removing a tag? How do I automate adding or removing a tag? Where do I go to automate adding or removing tags?
Quick How To's
How to Schedule Updating a Contact Profile
This walkthrough answers the questions: How do I schedule a contact update? How do I schedule updating the field values for a contact? Where do I go to set up an automation that will update the profile for a contact?
Quick How To's
How to Schedule Webhooks
This walkthrough answers the questions: How do I schedule a webhook? How do I automate a webhook? Where do I go to trigger a webhook for a contact?
Quick How To's
How to Schedule a Team Email Notification
This walkthrough answers the questions: How do I notify someone on my team when a contact does something? How do I schedule a notification for when a contact does something? Where do I go to set up an automation for notifying someone on our team?
Quick How To's
How to Schedule Team SMS Notifications
This walkthrough answers the questions: How do I schedule sending a text notification to my team? Where do I go to set up an automation that texts my team when a contact does something?
Quick How To's
How to Change a User Role
This walkthrough answers the questions: How do I change a user role? Can I make someone an admin or a guest? Where do I update an admin to a guest? Can I downgrade a guest user?
Quick How To's
How to Create a Team
This walkthrough answers the questions: How do I create a team? Where do I go to add another team?
Quick How To's
How To Edit Contact Fields
This walkthrough answers the questions: How do I edit a contact field? How do I edit a column on the contact page? Where do I edit contact field labels and names?
Quick How To's
How To Create Field Sections
This walkthrough answers the questions: How do I make a new field section? How do I create a section on the contact page? Where do I create new contact section values?
Quick How To's
How To Create Contact Fields
This walkthrough answers the questions: How do I make a new field? How do I add a column to the contact page? Where do I add new contact field values?
Quick How To's
How to Limit Guest Access to Teams
This walkthrough answers the questions: How do I limit a guest to only certain teams? Where do I edit team access for a guest user?
Quick How To's
How to Limit Visible Contacts on a Team
This walkthrough answers the questions: How can I remove contacts from a team? Where do I set which contacts are visible on a team? Can I only have specific contacts on specific teams?
Quick How To's
How to Pick a Texting Line for a Team
This walkthrough answers the questions: How do I set the phone number for a team? Where do I pick my SMS number?
Quick How To's
How to Set Contact Fields for a Team
This walkthrough answers the questions: How do I limit which fields are on a team? Where do I add or remove contact columns?
Quick How To's
How To Update a Team Name or Icon Color
This walkthrough answers the questions: Can I change my team name? Where do I set the color for my team icon?
Quick How To's
How to View Contact Relationships
This walkthrough answers the questions: How do I see my org chart? Where do I set up recruiters or managers? How do I view my contact relationships?
Quick How To's
How to Create Related a Contact Field type
This walkthrough answers the questions: How do I create a related contact field? Where do I set up a recruiter or manager field type? How do I set up downlines?
Quick How To's
How to Set Up Contact Relationships
How do I set up fields for my org chart? How come I cannot see a Relationship Type on Contact Relationships? I get a message saying there is no relationship type in Contact Relationships.