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how do i export sales
How do I
export
data from reports?
Only Admins can
export
Insights data from Endear…
sales
by typing the number of rows that will be exported and click
Export
1… Confirm you'd like to
export
your
sales
by typing the number of rows that will be exported and click
How do I
export
customers?
Learn how to
export
customer information from Endear to a CSV… Select
Export
to CSV Confirm the
export
size by inputing the number of records, then select
Export
… Default
Export
Format
Reading your
Sales
Over Time Report
Applies to: All (Users, Managers, & Admins) In the "
Sales
over time" report, you'll find a recap… which includes: "Total # of Orders": Total unique orders resulting from a sale "Total
Sales
… a discount offered to the customer Shipping: Cost of shipping to the customer Tax:
Sales
What are Verified vs. Unverified Conversations?
How to handle unverified
Sales
Chat conversations… As conversations from
Sales
Chat come in, Endear distinguishes them as either verified or unverified
How do I merge customers?
Merge duplicate customer records to improve data accuracy and
sales
attribution… Merging customer profiles allows you to consolidate duplicate customer records in Endear, which improves
sales
Why do
sales
totals differ across my reports?
Learn why
sales
numbers may differ between various reports… Applies To: All (Users, Managers Admins) You may notice that your
sales
numbers in your Team
sales
… The Team
Sales
Report report tracks the metric "Total
Sales
", which calculates all of the transactions
How do I see what message prompted a
sale
?
See what message prompted a sale from your
Sales
module under Insights… View what message prompted a
sale
… Applies To: All (Users, Managers & Admins) From the "
Sales
over time" report in Insights, you can
How do I view the full order details of a purchase?
You can view the full order details of conversion through your
sales
over time report… Applies to: All (Users, Managers, & Admins) Dig into the details of your customers orders to view
sales
… From the Insights module, click on the Create Report button and select "
Sales
Over Time" 2
Why don't I see my customer's purchase in the
sales
report?
Find out why a customer's purchase might not show in your
Sales
report… There are 2 reasons why a customer's purchase might not show in your
Sales
report: The sale happened
How to track campaign performance and usage in Endear
Monitor campaign effectiveness, analyze message metrics, and review
sales
data through detailed reporting features… Tracking Campaign Performance (
Sales
Generated)… specific campaign: Review detailed metrics for an individual campaign, including message reach and
sales
