Endear

Leigh Sevin

Patrick Rhea

Customers

Filter customer lists by the user who created the customer profile

How do I see customers I'm Assigned to Endear?

Export customer information to CSV and work with your data offline 

How do I export customers?

Customers cannot be deleted in Endear; however they can be archived.

How do I archive or unarchive a customer?

Easily tell which customers you have worked with or have been assigned to

Where can I see all the customers assigned to me?

How do I assign & un-assign users to customers?

How to import your customer lists from a CSV file into Endear

Can I bulk add or import customers?

Customers cannot be deleted in Endear; however they can be archived by admins.

How do I delete customers or avoid contacting them?

Creating and Assigning Customers

Give your team access to relevant customer lists 

How do I give others access to an Audience?

What do the Shopify Order status options mean?

How does Endear categorize an order as closed vs open?

I'm unable to find a customer in search

Learn the benefits and differences of tags and custom fields

Should I use a tag or custom field?

How do I delete an Audience?

Pin important Audiences to your customers landing page in Endear 

How do I pin an Audiences to my Customers page?

Create tags to easily filter your Customer lists 

How do I add and remove tags from customers?

Customize your view based on the fields that are most important to you 

How do I change which columns I view in my Customers list?

Change the name or description of your Audience, or remove it entirely. 

How do I edit an Audience?

How do I merge customers?

Learn the difference between First Seen and First Added

What is the difference between the First Seen and First Added filters?

Create an audience of a recent import of customers

How do I turn an import into an Audience?

Narrow down your audiences and customer list to relevant groups for more personalized messaging

How do I apply filters to my Customers list?

Organize your customers into easy-to-access groups by creating an Audience

How do I create an Audience?

Learn why your audience is blocked and how to restore it

Why is my Audience blocked?

How to move a Customer's information to another Profile

Organizing, Filtering & Searching for Customers

View a customer's profile and update details in Endear

What profile details can I edit about a customer?

Easily tell who is assigned to a customer

How do I know who is assigned to a customer?

You'll be able to see all orders a customer has made as well as related order info

How do I see a customer's order history?

How to create custom fields and edit their format and visibility. Custom fields are available to Admins on the Professional plan.

Creating and Assigning Customers

Organizing, Filtering & Searching for Customers

Navigating Customer Profiles