Automations - Test Group of 1 (Yourself)

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

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.

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...

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

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.

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.

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