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Advice and answers from the Endear Team

Search results for:can i bulk add or import customers
Can I bulk add or import customers?
How to import your customer lists from a CSV file into Endear… Applies to: Admins You can import multiple customers at once into Endear via CSV… CSV import is not available to users, you'll need to have an admin to import the list for you, or ask
How do I create a new customer from my Home page?
Add new customers to Endear from your Home page … Can I bulk add or import customers? Still Need Help?… How to create a new customer from Customer card
How do I message one or more customers on Endear?
Learn how to email and text customers one at a time or in bulk… There are many ways to message customers in Endear, so choose which you're trying to do below so we can… I'm trying to send a new message to one or more customers 2
How do I turn an import into an Audience?
Create an audience of a recent import of customers… You can choose to modify or add additional tags, but you'll need at least one tag in order to create… Once your customers are imported, you can create an Audience using the tag from your import
How can I add or edit my billing contacts
Adding or removing billing contacts… If you'd like to add more emails as your billing contacts or to receive the Endear invoices for your… If you are unable to access the form, feel free to contact us at billing@endearhq.com and we can do the
How do I add and remove tags from customers?
Create tags to easily filter your Customer lists … Pull up an audience or create a filtered list of relevant customers. Select Bulk Edit Step 2… Select Add Tags, then click Next Step 3. Search, select, or add a new tag. Step 4
How do I delete customers or avoid contacting them?
Customers cannot be deleted in Endear; however they can be archived by admins… 1. Customers cannot be deleted in Endear; however they can be archived… 2. If your account uses an integration, any customers in your POS or e-commerce platform will continue to have their information be updated, even if they are archived
Can customers start conversations with me?
Anyone can write in to contact you directly over email or SMS… This means anyone can write in to contact you directly over email or SMS… When you receive an inbound email or an SMS, you can access the message they've sent you from your Messaging
How do I add products to a message?
Easily add product images to emails or text messages to give customers rich information right at their fingertips… Applies to: All users When messaging with customers, you may want to add product images directly… into your email or text
How do I unsubscribe customers?
Unsubscribe a customer manually… Applies to: All (Users, Managers, & Admins) Customers can unsubscribe themselves from communication… How to Manually Unsubscribe a Customer