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how do i save segments to my home page
How
do
I
save
segments
to
my
Home
page
?
Pin important
segments
to
your main landing
page
in Endear … For more information:
How
do
I
create a segment?
How
do
I
edit a segment?… The
Home
page
makes it easy
to
access your most important and frequently used customer
segments
quickly
Written by
Angela Lynch
Updated over a week ago
How
do
I
create a new customer from
my
Customers card?
Add new customers
to
Endear from your
Home
page
… For more information:
How
do
I
save
segments
to
my
home
page
?…
How
do
I
see customers I've manually added
to
Endear?
Written by
Angela Lynch
Updated over a week ago
How
do
I
add reports
to
my
Home
page
?
Which Stories will
I
see on
my
Home
page
? Which tasks will
I
see on
my
Home
page
?… Click the Insights card on the
home
page
to
navigate
to
the Reports
page
. Step 2… report For more information: Which conversations will
I
see on
my
Home
page
?
Written by
Angela Lynch
Updated over a week ago
How
do
I
start a new message from
my
Home
page
?
Learn
how
to
quickly compose a message when you login
to
Endear …
How
do
I
add a new task?
How
do
I
create a new Story? Still Need Help?…
How
to
start a new message from
Home
page
Written by
Angela Lynch
Updated over a week ago
Which tasks will
I
see on
my
Home
page
?
How
do
I
create a task for a specific segment?
How
do
I
mark a task as complete?… Applies
To
: All (Users, Managers, & Admins) The Tasks card on your
Home
page
will display both tasks… For more information:
How
do
I
create a task?
Written by
Angela Lynch
Updated over a week ago
Which conversations will
I
see on
my
Home
page
?
For more information: Which Stories will
I
see on
my
Home
page
?… Which tasks will
I
see on
my
Home
page
? Still Need Help?… Applies
to
: All (Users, Managers, & Admins) The Conversations card on your
Home
page
will display
Written by
Angela Lynch
Updated over a week ago
Which Stories will
I
see on
my
Home
page
?
How
do
I
create a Story?
How
do
I
share a Story? Still Need Help?… Applies
to
: All (Users, Managers, & Admins) The Stories card on your
Home
page
will display the most… This allows you
to
manage your most up
to
date content when you first log in
to
Endear
Written by
Angela Lynch
Updated over a week ago
How
do
I
build and
save
a report?
Any user can build a report in Endear in order
to
better understand user performance and conversions…
How
to
Save
a Report…
How
to
Build a Report
Written by
Angela Lynch
Updated over a week ago
How
do
I
add a new task from
Home
?
Keeping track of your
to
-
do
list in Endear…
How
do
I
create a task?
How
do
I
create a task for a specific segment?… For more information: Which tasks will
I
see on
my
Home
page
?
Written by
Angela Lynch
Updated over a week ago
Can
I
save
a message?
Write a message and
save
it
to
edit or send later…
How
do
I
Save
a Message?… Messages also automatically
save
but it's good
to
manually
save
your drafts as well
to
be safe
Written by
Angela Lynch
Updated over a week ago
