Customers
Learn how to view all customers through Endear's CRM.
35 articles
- How do I see customers I'm Assigned to Endear?Filter customer lists by the user who created the customer profile
- How do I suppress a customer from being contacted?Use Endear's suppression list to permanently block messages to a customer's email or phone while keeping their data intact.
- How do I export customers?Learn how to export customer information from Endear to a CSV
- How do I archive or unarchive a customer?Customers cannot be deleted in Endear; however they can be archived.
- Where can I see all the customers assigned to me?Easily tell which customers you have worked with or have been assigned to
- How do I assign & un-assign users to customers?Assign others to customers in Endear
- Can I bulk add or import customers?How to import your customer lists from a CSV file into Endear
- How do I erase customer data?How to permanently erase a customer's data from Endear for compliance or GDPR purposes.
- Should I use a tag or custom field?Learn the benefits and differences of tags and custom fields
- How do I give others access to an Audience?Give your team access to relevant customer lists
- How does Endear categorize an order as closed vs open?What do the Shopify Order status options mean?
- I'm unable to find a customer in searchHow to find an archived customer
- How do I delete an Audience?Delete an Audience
- How do I pin an Audiences to my Customers page?Pin important Audiences to your customers landing page in Endear
- How do I add and remove tags from customers?Create tags to easily filter your Customer lists
- How do I change which columns I view in my Customers list?Customize your view based on the fields that are most important to you
- How do I edit an audience?Learn how to edit an audience including the name, description, and who has access to it.
- How do I merge customers?Merge duplicate customer records to improve data accuracy and sales attribution
- What is the difference between the First Seen and First Added filters?Learn the difference between First Seen and First Added
- How do I turn an import into an Audience?Create an audience of a recent import of customers
- How do I apply filters to my Customers list?Narrow down your audiences and customer list to relevant groups for more personalized messaging
- How do I create an Audience?Organize your customers into easy-to-access groups by creating an Audience
- Why is my Audience blocked?Learn why your audience is blocked and how to restore it
- How to move a Customer's information to another Profile
- How to hide customers who have opted out of communicationsFilter and remove unsubscribed/opted-out customers from your Audiences
- How to use AND and OR filters to build audiencesLearn how filters combine using AND and OR operators to create precise customer segments for your campaigns.