Groups Introduction

What are Groups?

Groups are saved dynamic segments of your larger contact list.

With Groups, you can organize employees, students, leads, or any contacts in ConveYour into smaller, more manageable lists. Groups allow you to:

• Send targeted text messages, emails, or engagement activities.

• Automate messaging and course assignments.

• Segment contacts based on conditions and actions.

Groups are Dynamic, Not Static

Unlike static lists, Groups update automatically based on the criteria set when they are created. This means:

• Groups only include contacts that currently match the defined conditions.

• If a contact no longer meets the criteria, they are automatically removed.

• Newly added contacts who meet the conditions will be included.

Accessing Your Groups

Navigate to Main Menu > Groups.

Group Actions

Using the Group Context Menu (three-dot menu), you can:

• Send a text or email to the entire group.

• Export the group’s contact list as a CSV file.

• Share the group with colleagues or team members.

• Schedule automations to:

  • Message the group.

  • Tag members for tracking.

  • Add or remove the group from a campaign.

• Share a folder of lessons with the group.

Advanced Group Management

• Assign team members (e.g., regional managers) a default group to limit their visibility and management access.

• Share groups with other collaborators while maintaining control over group settings.

Learn about sharing with other collaborators >>

Greater Flexibility With Automations

Use automations to:

• Schedule messages (text or email) to go out at a specific time.

• Add the group to a course or campaign.

• Remove the group from a campaign when needed.

• Enable adaptive learning by adjusting content based on learner progress.

• Tag contacts to trigger actions automatically.

Example:

If a learner completes a course, you can automatically:

1. Tag them as “Completed.”

2. Create a new group for all tagged “Completed” learners.

3. Send a congratulatory message or assign them to the next course.

Combining Groups + Automations allows you to fine-tune segmentation, engagement, and learning paths.

How Do I Create a Group?

Learn how to set up a group here >>

Learn More

• Setting up groups

• Quickly Create a Group Based on Individual Activity

• Creating Group Conditions and Examples

• Sharing with team members, managers, and other collaborators

• Creating tag groups and allow contacts or employees to self-organize

• Get Started With Automations

• Sharing a Folder of Lessons with a Group