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Advice and answers from the Endear Team
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how do i update the status of a sale
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… Follow Up:
A
customer has not been replied to in an extended amount
of
time To Change
the
Status
How
do
I
delete
a
sale
?
Delete
a
sale
… Check
the
checkbox next to
the
sale
you want to delete. 2. Click Delete. Still Need Help?… To Delete
a
Sale
:
How
do
I
see what message prompted
a
sale
?
See what message prompted
a
sale
from your Sales module under Insights… find detailed information regarding all
of
the
sales for
the
month. 1… Under your report, click
the
name under
the
"Sent by" column to review
the
message history. 2
How
does Endear categorize an order as closed vs open?
What
do
the
Shopify Order
status
options mean?… This is
how
how
we interpret Shopify order
status
: Shopify has 3 different order
status
options:… There is work to
do
for
the
order, which can include processing payment, fulfilling, or processing returns
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… From
the
Insights module, click on
the
Create Report button and select "Sales Over Time" 2
How
do
I
update
my billing info?
As an Admin, you can
update
your billing info at any time… Applies to: Admin Only If you are an Admin, you can
update
your billing info at any time in Endear
How
do
I
know if my message was delivered successfully?
Find out
the
status
of
your messages to recipients… click send and
how
to view
the
sent
status
of
a
message: After you click Send on
a
message, you'll… Once
the
progress bar is complete, you can check
the
status
of
your message in
the
Outbox
How
do
I
update
my profile picture
How
to upload your own profile picture that will be seen in
the
app and SalesChat… By adding your profile picture, Customers get
a
face to connect with in SalesChat, and your colleagues… can easily spot you across
the
app
How
do
I
track
the
performance
of
my templates?
How
to see
how
your template performed in Insights…
How
to track
the
usage
of
Templates…
How
to track
the
performance
of
templates
How
do
I
customize
the
style
of
my SalesChat widget?
Learn
how
to customize your SalesChat widget including
the
color, site position, and style… Changing
the
position
of
your widget… Select whether your widget appears on
the
bottom left or right
of
your website
