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Advice and answers from the Endear Team
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who else can see and respond to my messages
Who
else
can
see
and
respond
to
my
messages
?
Anyone in your location
and
any account admins
can
see
and
respond
to
your conversations in the team inbox… Applies
to
: All (Users, Managers, & Admins) Anyone in your location
and
any account admins
can
see
…
and
respond
to
your conversations in the team inbox
Who
else
has access
to
templates?
See
who
can
view
and
edit templates…
Who
can
edit a template?… When you create a template, you decide
who
you want
to
share your template with: Current team
What is a note
and
how do I use notetaker?
Create customer notes with automatic titles, add photos,
and
search note content seamlessly…
Who
can
see
my
notes?… If you want
to
create a note without linking
to
a specific customer, you
can
do so from the Home Page
How
can
I add images
to
my
messages
?
Learn how
to
add images
to
enhance your SMS
and
email
messages
… Assets" Click "Preview"
to
see
what the image looks like Note: For SMS, a preview image will… Click "Preview"
to
see
what it will look like before sending.
How do I setup access
to
SalesChat?
Learn how
to
configure access
to
SalesChat so specific teams or users
can
respond
to
customer
messages
… view
and
respond
to
customer
messages
… Applies
to
: Admin When using SalesChat, the Admin
can
adjust access so different teams or users
can
Who
gets notified about customer
messages
?
Endear has a sophisticated messaging routing system
to
ensure that no
messages
fall through the cracks… If you are a user
and
would like
to
stop receiving notifications for
messages
you are assigned
to
, you… all users at a location
and
all admins),
and
you
can
add participants from there
How long
can
my
text
messages
be?
Learn about SMS character limits
and
how special characters affect the length of your text
messages
… Applies
to
: All (Users, Managers, & Admins) Text
messages
in Endear have character limits
to
ensure… but may vary by brand)
Messages
using standard English letters, numbers,
and
basic punctuation
How do I
respond
to
a message notification?
Respond
to
a message notification…
To
communicate directly with your customers, click the link within your notification
to
be taken
to
your… conversation with the customer
and
respond
in Endear
How do I search
and
filter
my
messages
?
Search
and
filter
messages
…
To
Filter Your
Messages
:… Applies
to
: All (Users, Managers, & Admins) From your Conversations tab, you
can
search through all
Why were some customers left out of
my
campaign?
There are customers
who
were omitted from
my
campaign message… Check the campaign body
and
remove
and
re-create the merge fields
to
confirm they are formatted correctly… You'll
see
an Omit Reason next
to
each contact
