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Advice and answers from the Endear Team
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how do i assign a lookbook to a customer
How
do
I
assign
& un-
assign
users
to
customers?
Assign
others
to
customers in Endear… Table of Contents
How
to
edit assignments on one
customer
How
to
assign
more than one
customer
…
How
to
assign
more than one
customer
at
a
time
How
do
I
assign
multiple associates
to
a
task?
Assign
as many associates as you want
to
a
task… Admins can
assign
any user
to
a
task. You can
assign
as many users as you want
to
a
task… Applies
to
: All (Users, Managers, & Admins)
Assign
one or more users
to
a
task
to
make sure your
How
do
I
send
a
new message
to
a
customer
?
Stay in touch with your
customers
by sending them engaging messages…
a
message
to
the
customer
Let's say your store got
a
new collection and you want
to
share the… Watch this 1 minute tutorial
to
learn
how
to
send
a
message with Endear
How
do
I
resubscribe
a
customer
to
messages?
Resubscribe
a
customer
to
messages… Applies
to
: All (Users, Managers, & Admins)
A
customer
may use the unsubscribe option at the end… However, Endear provides you with an option
to
resubscribe that
customer
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
… Articles: Learn
how
to
assign
and unassign users
to
customers Still Need Help?
How
do
I
create
a
task for
a
specific
customer
?
Create
a
task for
a
specific
customer
…
How
to
create
a
task for
a
specific
customer
…
How
to
delete
a
task
How
do
I
archive or unarchive
a
customer
?
Customers
cannot be deleted in Endear; however they can be archived…
How
to
archive
a
customer
…
How
to
unarchive
a
customer
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… easy
to
add
a
new
customer
to
Endear
How
do
I
reply
to
an existing thread with
a
customer
?
Reply
to
customer's recent message or follow up on
a
previous message you sent… Applies
to
: All (Users, Managers, & Admins)
To
keep
a
previous conversation in mind, you can reply…
to
or follow up on
a
customers most recent message
How
do
I
add
a
link
to
a
message?
Adding clickable links
to
any email or SMS message is simple… We are happy
to
assist you for more 1:1 direction. Reach out
to
our live chat!… Compose
a
new message. 2
