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what are merge tags and how do i use them
What
are
merge
fields
and
how
do
I
use
them
?
Learn
how
to personalize your message with customizable personalized bulk emails or text messages using
Merge
Tags
…
How
to
Use
Merge
Fields…
Merge
fields
are
variables which
are
replaced by the matching information when your message is sent
What
are
Story default settings
and
how
do
I
use
them
?
Learn
how
to set up Stories for your team… Adjust your Stories' Settings Default Details: Font Family: Change
how
the default text… Shopify checkout is enabled, they can add the item to their cart Clickable: Items can be clicked
and
What
are
services
and
how
do
I
create
them
?
Learn
what
services
are
and
how
you can setup services to customize your Endear Appointments… The service will have default settings that dictate when
and
how
it can be booked by customers… Services
are
essentially types of Appointments
What
are
booking links
and
how
do
I
create
them
?
Learn about booking links
and
how
to they customize your appointments capabilities… Helpful for things like parking,
what
to bring,
and
generally
what
to expect during the appointment… Why
do
I
need a booking link?
What
are
message statuses
and
how
do
I
change
them
?
How
do
I
change a message's status?… Learn more about
how
your inbox sections work… At the top of the conversation you can press +Actions to Block to block a customer
and
no longer view
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… Note: when you
merge
two customer profiles, the system will remove the “merged” customer record
and
move
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… they
are
sent to
How
do
I
add
and
remove
tags
from customers?
Create
tags
to easily filter your Customer lists … 3. From the drop-down menu, search
and
select, your New
Tags
… Put
tags
into action:
How
to apply filters Still Need Help?
What
are
templates
and
how
do
I
create one?
How
do
I
Create a Template?… Fill out the Name, Template Type (E-mail or SMS)
and
what
teams have access to the template
and
click… They
are
commonly-used pieces of content that you can insert into your messages to serve as a base layer
How
do
I
use
the search bar?
Learn
how
to search using the universal search bar…
How
to
use
the universal search bar… allows you to search your entire Endear account Go to the top right search bar to enter the
what
