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Advice and answers from the Endear Team

Search results for: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 appears… 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 configure custom settings for each service to support your appointment needs… 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?
Merge duplicate customer records to improve data accuracy and sales attribution… You can use the method below to merge customers who may not be recognized by our system as duplicates… Search for and select the customer profiles you want to merge into this primary profile
How to create and manage WhatsApp message prompts
Learn how to create approved WhatsApp prompts to initiate customer conversations… How do I setup WhatsApp? What is WhatsApp Messaging Consent?… "Reminder: ######{{1}}" "I am Jane at Endear, how are you?"
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 is a note and how do I use notetaker?
Create customer notes with automatic titles, add photos, and search note content seamlessly… Here's what you can do: Create text notes that are automatically titled by AI Add photos… How can I add a note?