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Help Docs
Browse articles by topic or jump into a featured guide below.
Featured articles
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 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 Set a Group for Related Contacts
This walkthrough answers the questions: How do I limit who can be selected as a recruiter or manager? Where do I set a group for my related contacts?
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.
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?
Browse by topic
Getting Started
Not sure where to start with your ConveYour account? You're in the right place! Check out our step-by-step process for getting up and running in ConveYour!
5 articles
Quick How To's
Step-by-step videos to get you moving quickly in ConveYour.
104 articles
Portal AI
This metered add-on surfaces relevant content when contacts ask natural-language questions in their Portal. It’s like putting a company expert in their pocket.
3 articles
Contacts
Easily view and manage your entire team with ConveYour's Contacts feature - store all relevant info with our custom fields and filter your team down using Groups!
10 articles
Groups
ConveYour's powerful Groups feature helps you organize and automate your contact management, letting you focus on doing what you do best.
8 articles
Campaigns
ConveYour Campaigns let you create a streamlined, timely and fully automated workflow for your team members to progress through.
26 articles
Workflows
ConveYour's suite of Workflows features allow you to take your team on an on-rails, fully automated training experience without losing the personal touch.
7 articles
Lessons
Learn how to get the most out of ConveYour with the power of ConveYour Lessons - streamlined, fully customized training modules for your team.
11 articles
Lesson Items
Learn more about Lesson Items in ConveYour. These pieces are the building blocks of ConveYour lessons, and are essential to recruiting and training your team.
19 articles
Automations
ConveYour's suite of robust automation features allow you to provide an on-rails experience for your team that still feels personally tailored and personalized for them.
12 articles
Messaging
5 articles
ConveYour has a powerful email sending feature, allowing you to send training to all of your team members that is timely and accurate to their place in their rep's journey.
0 articles
Reporting
ConveYour's reports let you monitor and analyze your team's performance over time. Using Custom Objects, Fields, and Contacts you can keep your finger on the pulse!
6 articles
Files
The Files page is a one stop shop for storing, sharing, and searching PDFs and images. And if you subscribe to Portal AI, you can put a company expert in the pocket of your reps or learners!
3 articles
Settings
Explore the wide range of behaviors and personalizations that YOU are in control over with ConveYour's robust suite of Settings options.
9 articles
Integrations
ConveYour integrates with a very wide range and suite of different software. Integrate the tools and systems you're already using seamlessly with ConveYour.
12 articles
Microlearning
ConveYour's help docs will set you up with everything you need to create a successful microlearning experience for your whole team.
9 articles
Real World Scenarios
Explore possible practical applications for the ConveYour system, and what your options would be in a variety of real-world applications and scenarios.
6 articles
Other
Still need help? Check out our Other section in our help docs, where we give you the tips and knowledge in various aspects of ConveYour to become an expert!
6 articles
Teams
Segment your department, contacts, and user views using teams!
3 articles