Applies To: All (Users, Managers & Admins)
With Endear, you can track any transaction that took place through a connected platform and credit it to an associate if the sale happens within your team's designated window of attribution.
If two associates message the same customer and both messages fall within the attribution window, the transaction still appears once in your report. Endear credits the sale to a single message and the staff member who sent it — credit is not split between staff.
When more than one message qualifies, Endear chooses which one gets credit in this order:
The most recent message the customer replied to
If there's no reply, the most recent message the customer clicked
If there's no click, the most recent message the customer opened
If there's no open, the most recent message the customer received
Engagement comes before timing, so a message the customer replied to two weeks before the order is credited over a message they clicked the day before. For more detail, see What is attribution?
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