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Advice and answers from the Endear Team

Search results for:which sales get added into insights

How do I see what message prompted a sale?
See what message prompted a sale from your Sales module under Insights… Applies To: All (Users, Managers & Admins) From the "Sales over time" report in Insights, you can… View what message prompted a sale
Why do sales totals differ across my reports?
Learn why sales numbers may differ between various reports… Applies To: All (Users, Managers Admins) You may notice that your sales numbers in your Team sales… The Team Sales Report report tracks the metric "Total Sales", which calculates all of the transactions
Reading your Sales Over Time Report
Applies to: All (Users, Managers, & Admins) In the "Sales over time" report, you'll find a recap… which includes: "Total # of Orders": Total unique orders resulting from a sale "Total Sales… a discount offered to the customer ​ Shipping: Cost of shipping to the customer ​ Tax: Sales
How do I export data from reports?
Only Admins can export Insights data from Endear… Applies to: Admins From within Insights, you are able to export your report results and save it as… At the top right of the screen, click the Export button Confirm you'd like to export your sales
What are Verified vs. Unverified Conversations?
How to handle unverified Sales Chat conversations… As conversations from Sales Chat come in, Endear distinguishes them as either verified or unverified
How do I track the performance of my templates?
How to see how your template performed in Insights… Click on Insights and then Reports 2. Click on All Sales… 3. Click on +Filter 4… Click on Insights and then Reports 2. Click on All Sent Messages… 3
What is SalesChat?
Chat with Insights: The benefit of Endear SalesChat is access to useful customer insights at your fingertips… Ready to Get Started?… You can also set custom criteria so the widget appears at key sales opportunities (e.g., customer has
Reading Your Messages Received Over Time Report
Learn how to see insights on all of your messages received through Endear with the Messages Received Over Time Report… To view Insights… Applies to: Admins, Managers The Insights page tracks the following information: Total: The
What purchases get tracked in Endear?
Learn which customer purchases appear in your sales reports and how orders from connected channels are recorded… Why is a purchase not appearing in my sales report?… Applies to: All Endear tracks all purchases from connected sales channels and attributes them to
What do Endear's default reports tell me?
Team sales this month:… Applies to: Managers, Admins On the Insights page, you will see two high-level stat boxes that are… based on your "Sales Over Time" report and your "Messages sent over Time"