Automations - Schedule Text to Campaign Members

Use an automation to create the group, and schedule the text blast to all your Campaign participants! This demonstration shows you how.

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

Automations - An Introduction

Get an inside look at how ConveYour's Automations can revolutionize your workflow - take the manual work out of delivering timely content to your team.

Automations - Test Group of 1 (Yourself)

Want to test an automation before you schedule and launch it to a large group? Create a test group containing your profile as the only contact! Learn how...

Automations - Schedule Text to Campaign Members

Use an automation to create the group, and schedule the text blast to all your Campaign participants! This demonstration shows you how.

Automations - Schedule Adding a Group to a Campaign

Use ConveYour Automations to schedule adding a group to a course or campaign at a certain time. This video guide shows you how it's done.

Automations - Schedule a Text Blast to Existing Group

Using the power of ConveYour's built-in automations to schedule a text blast to an existing group of contacts.Take the manual work out of sending mass texts.

Adaptive Learning: Automations Use Case

In this example, Jason goes through a scenario where potential managers are segmented into groups based upon their score in an assessment course.