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Advice and answers from the Endear Team
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how do i know if a customer responded
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
… First select
a
customer
from within
a
segment or by using the Search bar at the top of the app.
How
do
I
know
if
my message was delivered successfully?
click send and
how
to view the sent status of
a
message: After you click Send on
a
message, you'll…
If
your message successfully sends, you will see
a
green check checkmark next to that recipient… What happens when
I
click send?
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
resubscribe
a
customer
to messages?
Resubscribe
a
customer
to messages…
If
the
customer
explicitly texts STOP, even
if
they are resubscribed with Endear, the text will fail… Applies to: All (Users, Managers, & Admins)
A
customer
may use the unsubscribe option at the end
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
send
a
new message to
a
customer
?
Stay in touch with your
customers
by sending them engaging messages…
How
to Start
a
Message… From
a
customer
profile
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… Click on Save For more information:
How
do
I
see customers I've manually added to Endear?
How
can customers opt-out of SMS messages?
Learn
how
customers can opt-out or opt-back-in to receiving SMS messages…
How
can
I
tell
if
a
customer
opted-out of SMS messaging?… When composing
a
message, Endear recommends always providing explicit instructions on
how
a
customer
What are message statuses and
how
do
I
change them?
How
do
I
change
a
message's status?… Applies to: All (Users, Managers, & Admins) The status of
a
message is
a
great indicator to
know
… Closed:
Customer
has received
a
response or no follow-up action is required
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
