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Advice and answers from the Endear Team
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customers
How do I unsubscribe
customers
?
Unsubscribe a
customer
manually… How to Manually Unsubscribe a
Customer
… Applies to: All (Users, Managers, & Admins)
Customers
can unsubscribe themselves from communication
How do I export
customers
?
Learn how to export
customer
information from Endear to a CSV… Select the checkbox to highlight all the
customers
… Then select the text Select all 100+
customers
How do I merge
customers
?
Merge duplicate
customer
records to improve data accuracy and sales attribution… You can use the method below to merge
customers
who may not be recognized by our system as duplicates
Can
customers
start conversations with me?
If the
customer is
already in your database, their messages will automatically be added to their messaging
How do I message multiple
customers
?
Learn to send bulk message
customers
via email, SMS, or WhatsApp messages… per message Managers: up to 25
customers
per message Admins: up to 50
customers
per message… Use the checkbox at the top of the audience to select all
customers
or select the specific
customers
What do
customers
see when I message them?
What do
customers
see when I message them?… Endear allows you to easily write and send messages to your
customers
over email and text
How can
customers
opt-out of SMS messages?
Learn how
customers
can opt-out or opt-back-in to receiving SMS messages… How does a
customer
opt-in to SMS messaging?… How does a
customer
opt-out of SMS messaging?
How do I assign & un-assign users to
customers
?
Assign others to
customers
in Endear… Click on Remove You can assign
customers
in bulk from an audience or filtered list of
customers
… Do
customers
know they are assigned to me?
Can I bulk add or import
customers
?
How to import your
customer
lists from a CSV file into Endear… To import a CSV file with your
customers
into Endear:… Applies to: Admins You can import multiple
customers
at once into Endear via CSV
How do I apply filters to my
Customers
list?
Narrow down your audiences and
customer
list to relevant groups for more personalized messaging… To: All Users [Inline Video] You can create a variety of filters to narrow down a list of a
customers
… Here is an example of using filters to see which
customers
have purchased something in the past 30 days