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Advice and answers from the Endear Team
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how do i delete customers or avoid contacting them
How
do
I
delete
customers
or
avoid
contacting
them
?
Customers
cannot be deleted in Endear; however they can be archived by admins… 2. If your account uses an integration, any
customers
in your POS
or
e-commerce platform will continue to have their information be updated, even if they are archived… Please contact us via chat
or
e-mail with a list of
customers
that need to be removed for GDPR removal
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… Just like a regular email
or
text, you can add images, links, and more to your message
How
do
I
edit
or
delete
a comment?
Edit
or
delete
a comment on a task…
How
to edit
or
delete
a task comment… Choose to either edit your comment
or
delete
it. Step 3
How
do
I
edit
or
delete
a task?
Learn
how
to edit,
delete
, and restore tasks and notes…
How
to
delete
a Task… Admins can also edit
or
delete
any task
How
do
I
Cancel
or
Delete
an Appointment?
Learn
how
to cancel
or
delete
an appointment in Endear… Click on
Customers
2. Click on Appointments 3… Click on the Appointment You Want to Cancel/
Delete
4. Click on Cancel 5
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?…
How
to bulk message multiple
customers
When should
I
send a text message vs an email message?
When
contacting
customers
you can choose to send an SMS
or
email… Applies to: All (Users, Managers, & Admins) When
contacting
customers
you can choose to send either… a text message
or
an email
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
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… Ensure the box "
I
understand that this action cannot be undone" is selected, and when you're ready, select
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
