Groups
Groups Introduction
Dynamically segment your contacts using groups in ConveYour
Group Creation, Filtering and Setup
Learn how to create and setup groups to segment your contacts.
Group Filtering and Condition Examples
Examples on how you can segment your contact list into different groups using filters and conditions.
Working with Tag Groups
Tag groups can effectively be used for sorting existing contacts and new contacts or leads.
Creating a Group from Individual Course Activity
Easy creation of a group based on the activity of an individual in your course.
Share Groups with Other Collaborators in ConveYour
Sharing ConveYour groups with other collaborators, stakeholders, and reps.
Groups Folders
Organize your groups by using folders.
How to Add Date Expressions to Group Filters
This guide will walk you through creating a custom "Time" field and setting up groups based on time filters. Use this for scheduling important events, interviews, or tracking start dates on contact profiles.