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Search results for:
how do i add a custom field to customer profiles
How
do
I
add
and edit
Customer
profile
custom
fields?
How
to
create
custom
fields and edit their format and visibility.
Custom
fields are available
to
Admins on the Professional plan…
How
to
create
a
new
custom
field
…
How
to
edit
a
custom
field
Written by
Angela Lynch
Updated over a week ago
How
do
I
archive
a
customer
?
Customers
cannot be deleted in Endear; however they can be archived…
How
to
archive customers one at
a
time:… Click on the
customer
you want
to
archive from your database
to
visit their profile. 3
Written by
Angela Lynch
Updated over a week ago
How
do
I
resubscribe
a
customer
to
messages?
Resubscribe
a
customer
to
messages…
How
to
Resubscribe
a
Customer
… Applies
to
: All (Users, Managers, & Admins)
A
customer
may use the unsubscribe option at the end
Written by
Angela Lynch
Updated over a week ago
How
do
I
merge customers?
Merging
customer
profiles
in Endear…
How
to
merge
customer
profiles
:… Applies
to
: Admins If one
customer
has two separate
profiles
in Endear, you can merge these two
profiles
Written by
Angela Lynch
Updated over a week ago
Unable
to
edit
a
tag or
field
in
customer
profile
Learn
how
to
edit tags or fields in
customer
profiles
… Applies
to
: All (Users, Managers, & Admins) If you see
a
tag or
field
of the
customer
profile that… Solution Overview: In order
to
edit
a
field
that doesn't have an edit button in Endear, it will need
Written by
Angela Lynch
Updated over a week ago
How
do
I
assign myself
to
a
customer
?
You'll be able
to
assign yourself
to
a
new or existing
customer
… You can assign yourself
to
that
customer
to
be added
to
your
customer
segment… Visit
a
customer's profile by searching for them or by by selecting
a
customer
from
a
an available segment
Written by
Angela Lynch
Updated over a week ago
How
do
I
send
a
new message
to
a
customer
?
Stay in touch with your
customers
by sending them engaging messages… Click on
a
segment
to
locate the
customer
(s) you want
to
message. 2…
To
Start
a
Message from
a
Customer's Profile:
Written by
Angela Lynch
Updated over a week ago
How
do
I
know who is assigned
to
a
customer
?
Easily tell who is assigned
to
a
customer
…
How
view who is assigned
to
a
customer
… First select
a
customer
from within
a
segment or by using the Search bar at the top of the app
Written by
Angela Lynch
Updated over a week ago
How
do
I
add
a
template
to
a
message?
After adding
a
template, you can always edit and make changes
to
the text
to
add
a
personal touch… Select the template you want
to
add
to
your message, then click Insert Template… current message ("
add
to
draft")
Written by
Angela Lynch
Updated over a week ago
How
do
I
add
a
link
to
a
message?
Adding clickable links
to
any email or SMS message is simple… All links must begin with https:// or http://
to
be accepted. 4. Click
Add
Link… Compose
a
new message. 2
Written by
Angela Lynch
Updated over a week ago
