How to Get Quick In-App Help with Tooltips

Navigating through our system just got a whole lot easier! With the new tooltip feature, you can now access quick assistance that provides valuable information on every page. Whether you're unsure about a specific function or need a refresher, tooltips are here to help you out.

Check out the overview video below 👇!

Here are some scenarios where tooltips can make your life easier:

• Contacts Page: Access an overview video and important links to help documents to understand how to manage your contacts effectively.

• Groups Section: Discover everything you can do, even if you’re starting from scratch.

• Campaigns, Lessons, and Automations: Get contextual help while building out campaigns or lessons, ensuring you don’t miss important features.

1. Navigate to Any Page: As you move through the system, keep an eye out for little question marks that signify where tooltips live.

2. Click on a Question Mark: When you see a question mark, click on it to reveal the tooltip.

3. Watch the Overview Video or Read the Description: Most tooltips will have an overview video. If there’s no video available, a comprehensive description will guide you through the features available on that specific page.

• If you're on the Contacts Page and want to understand its functionalities, simply click the question mark to get an overview video and a list of help documents linked to that page.

• On the Campaigns Page, while building a campaign, make use of the tooltips to learn about different triggers — they explain each item you can use effectively while creating your campaign.

• Don’t skip over these tooltips; they are designed to enhance your experience and provide you with the knowledge you need to make the most of the platform.

• If you’re building or creating something new, always check the tooltip descriptions for deeper insights.

Reach out to us via email at Support@ConveYour.com or click Talk to Support in your ConveYour account (see image 👇).

Need Additional Help?

Does it make sense to schedule a time for us to show you what our successful clients do in ConveYour?

If so, use this link to meet with Jason, our Director of Customer Success.