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Advice and answers from the Endear Team

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… You have the option to add tags to new customers from your POS, or manually create tags in Endear once… Learn More How do I add or remove tags from customers What customer data is synced over from Shopify
How to hide customers who have opted out of communications
Filter and remove unsubscribed/opted-out customers from your Audiences… Filters to Remove Unsubscribed Customers… This may or may on may not include customers that are unsubscribed from messages
How do I create a new customer from my Home page?
Add new customers to Endear from your Home page … How to create a new customer from Customer card… 3. (Optional) Click on Add tags
Can I bulk add or import customers?
How to import your customer lists from a CSV file into Endear… Add tag/s using Transform tool -Click on Transform -Type in the tag/s you want to add then type "@tags… You can use comma to add multiple tags -Click on Enter -Review tags and Click on Transform Data to save
How do I add or remove participants from a conversation?
Adding and removing participants from a conversation… To Add a participant… To remove a participant
How do I add or remove time off to my calendar?
Learn how to add your time off to block your calendar in Endear… Step-by-Step Guide: Editing and Removing Time Off… Editing and Removing Time Off Overview
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… How to bulk message multiple customers
How do I add or remove time off to my calendar in the old calendar view?
Add and remove time off blocks in the old calendar view. For the new view, see the article on creating and managing blocked time… Manually add time off: To add time off manually, select that option select Add block… Applies To: All Users When using old Appointments view, you can add time off below to ensure customers
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