Settings
Team Admins, Guests, and Adding New Users
How do add new users to your domain.
Conversations Settings
Conversation settings for better management of assignees and message tags.
Settings Overview
Updating the settings and preferences in your ConveYour Account
Custom Data Fields
Keep track of any type of contact data with custom fields.
Snippets to Save and Reuse Message Segments or Information
Create reusable snippets of content to use in emails, courses or quick saved-response SMS replies to contacts.
Custom Email Sender Addresses
Manage the from email addresses you use in ConveYour
Resetting Your Password
How to reset your ConveYour password
How to Make Contact Fields Visible to and Editable by Your Guest Users
How to Allow Guests to View and Edit Fields
Changing or Updating Your Password
How to change your password if you forgot in Conveyour
Archiving or Reinstating Contact and User Profiles
This guide explains how to archive or delete contacts in ConveYour, including the difference between archiving (soft delete) and permanent deletion as well as how to reinstate an archived contact or user.