Skip to main content
English
English
English
English
Advice and answers from the Endear Team
Search for articles...
Search results for:
how do i add and remove tags from customers
How
do
I
add
and
remove
tags
from
customers
?
Create
tags
to easily filter your Customer lists …
Remove
a tag
from
an individual customer
Add
tags
for multiple
customers
Remove
tags
… Select
Remove
Tags
from
the drop down. Step 3. Search or select the
tags
you want to
remove
Should
I
use a tag or custom field?
Learn the benefits
and
differences of
tags
and
custom fields… Learn More
How
do
I
add
or
remove
tags
from
customers
What customer data is synced over
from
Shopify… You have the option to
add
tags
to new
customers
from
your POS, or manually create
tags
in Endear once
How
do
I
add
or
remove
participants
from
a conversation?
Adding
and
removing participants
from
a conversation… Click on +
Add
in the sidebar (If you don't see it, your screen may be too small
and
you'll need to click… To
Add
a participant
How
to hide
customers
who have opted out of communications
Filter
and
remove
unsubscribed/opted-out
customers
from
your Audiences… A common question we get is "
how
can
I
ensure my audience does not show anyone who is unsubscribed
from
… Filters to
Remove
Unsubscribed
Customers
How
do
I
export
customers
?
Learn
how
to export customer information
from
Endear to a CSV…
From
the Home Page, select
Customers
,
and
then select your desired audience…
From
the Home Page, select
Customers
,
and
then select your desired au 2
How
do
I
merge
customers
?
Merge duplicate customer records to improve data accuracy
and
sales attribution… Ensure the box "
I
understand that this action cannot be undone" is selected,
and
when you're ready, select… You can use the method below to merge
customers
who may not be recognized by our system as duplicates
How
do
I
unsubscribe
customers
?
Unsubscribe a
customer
manually… Note that unsubscribing a customer
from
email will NOT unsubscribe them
from
receiving texts,
and
vice-versa… Applies to: All (Users, Managers, & Admins)
Customers
can unsubscribe themselves
from
communication
How
do
I
message multiple
customers
?
Learn to send bulk message
customers
via email, SMS, or WhatsApp messages… What are merge fields
and
how
do
I
use them?
How
do
I
create a Campaign?… an approved WhatsApp prompt first Related Articles:
How
do
I
setup WhatsApp?
How
do
I
create a new customer
from
my Home page?
Add
new
customers
to Endear
from
your Home page … Click on Create For more information:
How
do
I
see
customers
I've manually added to Endear?… Search for existing
tags
or
add
your own (Optional) Click Assign Users
and
select users to assign
How
do
I
add
or
remove
time off to my calendar?
Learn
how
to
add
your time off to block your calendar in Endear… Select Appointments
from
the left-hand navigation, then select +
Add
time off. 2… Step-by-Step Guide:
Removing
Time Off
