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Advice and answers from the Endear Team
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how do i see customers spending behavior
How
do
I
see
customers
I'm Assigned to Endear?
Filter
customer
lists by the user who created the
customer
profile… To view the
customers
added to your "My Clients" list from the home page, click "My
Customers
" quick…
How
to view customer additions from other teammates
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
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
How
do
I
merge
customers
?
Merging
customer
profiles in Endear… 4. Search for the
customers
whose profile you want to merge into this one - these will be the profiles that are "merged", meaning their record will be deleted after the merge is complete… 5. Check
I
understand that this action cannot be undone
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
assign & un-assign users to
customers
?
Assign others to
customers
in Endear…
Do
customers
know they are assigned to me?… Table of Contents
How
to edit assignments on one customer
How
to assign more than one customer
How
do
I
see
a customer's order history?
You'll be able to
see
all orders a customer has made as well as related order info…
How
to view a customer's order history… Applies to: All (Users, Managers, & Admins) From the
Customers
module, select a customer segment
How
do
I
see
all my drafts?
Only you can
see
and send your drafts
How
do
I
see
my current subscription?
View your current subscription on your Billing page
How
do
I
message an entire audience of
customers
?
Learn to message all the
customers
in an audience- Admin & manager feature…
How
to message an audience of
customers
…
do
not receive the same message twice, and that
customers
only receive one blast in the same 24 hours
