Getting Started FAQ
Account & Password Management
How do I change my password?
You can change your password from within your User Profile under Settings.
How to Change Your Password
I forgot my password! How do I reset it?
Click the "Forgot Password" link on the login page to reset your password.
How do I view my account setup?
View your Profile: Settings > Profile
View your Business Information & Address: Settings > Other Settings
User & Contact Management
How do I add other users (such as an admin) to the system?
You can add new users by going to Settings and selecting Add Users.
Automatic Group Creation on Import of Contacts
How do I add contacts to ConveYour?
You can import contacts by uploading a CSV file.
Importing Contacts
How do I add contacts to my course/campaign?
We recommend creating a group and using automations to add contacts to a course or campaign. Contacts are automatically grouped when uploaded.
Campaigns and Lessons
How do I start building a campaign?
A campaign is a course or workflow that releases your lessons, messaging, and engagement tools.
Campaign Setup
What's an engagement format? What's a 'Lesson Item'?
ConveYour offers a variety of learning engagements within lessons to support different learning styles. These "engagements" are Lesson Items that are added to lessons as you build your course/campaign.
Engagement Formats or "Lesson Items" in ConveYour
Can I automate text messaging and other content?
Yes! Automations allow you to schedule text messages, email blasts, send lessons, and perform background tasks like adding contacts to a campaign.
How do I setup a group from my contacts?
You can set up a group in order to message a smaller segment of your contacts or to receive interactive content. You can even create a group and add them to a specific campaign, made only for that segment of your contacts.
How do I create a new lesson?
Create a new lesson under the lesson tab or within a campaign to release to learners.
Creating and releasing lessons to learners.
How do I invite people to my course?
Use Invite Tools to add participants easily. You can also import contacts, create a group, and use automation to enroll them.
How do I view statistics and results from my course?
Track engagement levels over time and review campaign performance by reviewing the engagement funnel Stats section.
User Experience & Platform Navigation
How does a user experience ConveYour from a mobile device?
Understanding the user perspective helps in designing effective engagements and campaign triggers.
User's ConveYour Portal
How Are Imported Contacts Grouped & Organized?
When contacts are uploaded, they are automatically grouped based on the import date for easy organization.
Account & Billing
How do I cancel my account?
To cancel your account, email [email protected] with the subject line "Cancel". Our team will assist with the cancellation process and ensure you receive an exported list of contacts.
Common Misunderstanding
You mean this isn't the security review software?
You're probably thinking of Conveyor - a security review software service. It's a common mix-up!