Applies to: All

At Endear, we use the term message to refer to an email or an SMS. Sending messages to your customers is a key part of strong clienteling. Keep reading to learn how you can start sending messages.

Watch this 1 minute tutorial to learn how to send a message with Endear.

Messaging is such a core part of Endear that we put it as the very first quick action. Jump straight into a message from the home screen!

Let's say you want to look at a customer's details before writing a message such as their past order history or the last message they received. In this scenario, we recommend starting a message from the customer profile.

1. Find your customer either through the search or from within an audience.

2. From a customer's profile page, click either E-mail or SMS button at the top of the page to start composing a message to the customer

Let's say your store got a new collection and you want to share the news with specific clients. You can select multiple recipients, and each of them will get their own individual message.

1. From the home page, select Audiences. Select the desired audience to view a list of all the customer(s).

2. Checkbox the customer(s), then select Send Email or Send SMS.

Note: Each recipients will receive their own individual message, so be cognizant of what you include in the message. Learn more about messages with multiple recipients here.

You can also start a new message from the Inbox by selecting Compose in the top-right corner.

Once you have selected your message type and recipients, it's time to draft your message.

1. When drafting a new message, it will automatically start with Hi and the merge field [customer first name]. Learn more about the merge fields here.

2. Add a subject line if your message is an email. Subject lines are required in order for an email to send!

3. Select the textbox where it says Type something... to begin drafting your message. Click Done once complete.

4. Enhance your message with stories, images, videos, appointment booking links, and more. Learn more about how to insert various assets into your message here.

5. You can preview your message to make sure everything looks right. In the preview, you can see how the message will look based on the recipient. This is a great way to ensure the merge fields are all working as you intend!

6. Confirm your recipients for the message. You can search your list of current recipients, and add or remove recipients as needed.

7. When you're ready, select Send to send your message immediately or Schedule to send it at a later point.

Still Need Help?

We are happy to assist you for more 1:1 direction. Reach out to our live chat!