Privyr Help & Guides

Help Topics

• Getting Started

  • Introduction Video & Guide
• 

  Managing Clients

  • Client List
  • Client Details
  • Adding and Editing Clients
  • Follow Up Reminders
  • Client Groups
  • Bulk Phone Calling
  • Importing & Exporting Clients
  • Custom Client Fields
• 

  Managing Content

  • Content Overview
  • Sending Quick Responses
  • Managing Your Messages
  • Managing & Tracking Files
  • Managing & Tracking Pages
  • Bulk Sending Content
  • Share Access to Content Templates
  • Sending a Default Intro Message
• Integrations

  • Integrations Overview
  • Automatic Lead Distribution
  • Privyr Lead Forms
  • Connecting to Facebook Lead Ads
  • Connecting to LinkedIn Lead Gen Forms
  • Connecting to TikTok Lead Generation
  • Connecting to WordPress Website Contact Forms
  • Connecting to Google Forms
  • Connecting to Google Ads Lead Form Assets
• Account Management

  • Account Overview
  • Your User Profile
  • Account Settings
  • Managing Subscriptions
  • User Referral Rewards
  • Accessing Privyr on Multiple Devices
• Team Features

  • Using Privyr with a Team
• Marketing Agency Features

  • Privyr for Marketing Agencies
• 

  FAQ & Troubleshooting

  • WhatsApp – FAQ and Common Issues
  • Facebook Integration – FAQ and Common Issues
  • Push Notification Settings & Troubleshooting
• Privacy & Security

  • Privacy Policy
  • Terms of Service