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Welcome to Conviso

This guide simplifies the initial setup process to get you started quickly. You'll learn how to create a workspace, configure messaging channels, and add people.

How Conviso Works​

In Conviso, most of your time will go into building and managing campaigns that deliver the right messages to the right people. But the real power of Conviso comes when your data is fully integrated and the platform becomes the core of your messaging and martech stack. By sending your data into Conviso, enriching it, and distributing it to the channels where you activate it, you can streamline your workflow and focus on your overall communication strategy—without switching between multiple tools.

Browser Support​

Before you start using Conviso, ensure your browser is compatible! We actively test our interface on the latest two major versions of Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari.

Other browsers or older versions might still work, but if you encounter any issues with the interface, we recommend updating your browser or switching to a supported one to rule out browser-related problems.

Get started​

When you’re ready to get started, follow the basic setup path below. Your exact steps may vary depending on your coding experience, the types of messages you want to send, and other factors—but the overall process is the same.

  1. Create your workspace.
  2. Set up your message channels such as email, push, and SMS.
  3. (For Developers): If you’re not a developer, you can skip this step. While Conviso can be used without integration, you’ll get the most out of the platform if you do.
  4. Add people and their data to Conviso:
    • If you’re a developer: make your first identify and track calls via our SDK
    • If you’re not a developer: add people via CSV or manually.
  5. Capture events and create segments - these are essential for automating your messaging strategy.
  6. Set up campaign and broadcast workflows.
  7. (Optional) Enable Help Desk and connect the web widget if you also handle customer support in Conviso.

Set up your workflow​

There’s a lot you can do with Conviso, but we want to help you focus on what matters most so you can get the most value in the shortest time. Before you dive in, consider these questions — your answers will guide what you need to do in Conviso:

  1. Where do your “people” come from? Whether it’s your website, mobile app, or backend database, these are the data sources you should connect to Conviso.

  2. What do you need to know about them? Identify the key attributesA key-value pair that you associate with a person or an object, like a person's name the date they were created in your workspace, or a company's billing date. You can use attributes to target people and personalize messages. and eventA user action you want to track you need to send to Conviso.

  3. What types of messages do you want to send? This will determine which message channels to set up.

  4. What goals will your messages achieve? Your goals will guide the segmentsA segment is a group of people in your workspace. Use segments to trigger campaigns, track membership over time, or fine-tune your audience. There are two types of segments: data-driven and manual. Data-driven segments automatically update when people start or stop matching criteria. Manual segments are static. and CampaignsCampaigns are automated workflows you set up to send people messages and perform other actions when they meet your criteria. you create.

Data Sources: Importing People and Information into Conviso​

While adding people and data to Conviso manually is always an option, the platform is most effective when external data sources are fully integrated. For instance, integrating a website with Conviso allows for the identification of audiences and the delivery of messages based on specific site activities. Understanding the origins of data, even for non-developers, is essential for coordinating with the necessary teams within an organization to ensure Conviso receives the required information.

Common data sources include:

  • Websites: Integration is possible via provided JavaScript or server-side libraries.

  • Mobile Applications: Connectivity is maintained through available mobile SDKs. Developers should start with the Mobile E2E integration guide (Flutter, Android, iOS, and React Native).

  • Backend Databases: Information can be synced using Reverse ETL integrations.