Endear

Angela Lynch

Customers

Filter customer lists by the user who created the customer profile

How do I see customers I've manually added 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?

You'll be able to assign yourself to a new or existing customer

How do I assign myself to a customer?

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

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?

Give your team access to relevant customer lists 

How do I give others access to a segment?

How do I delete a segment?

Pin important segments to your customers landing page in Endear 

How do I save segments 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 segment, or remove it entirely. 

How do I edit a segment?

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 a segment of a recent import of customers

How do I turn an import into a segment?

Narrow down your 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 a segment

How do I create a segment?

Learn why your segment is blocked and how to restore it

Why is my segment blocked?

Organizing, Filtering & Searching for Customers

View a customer's profile and update details in Endear

What profile details can I edit about a customer?

Learn how to edit tags or fields in customer profiles

Unable to edit a tag or field in customer profile

Various metrics about spending are available from the Customer Profile page

How do I see a customer's spending behavior?

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?

Leave a note for yourself or your team on a customer's profile

How do I add a note or task to a customer's profile?

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

Customers

Creating and Assigning Customers

Organizing, Filtering & Searching for Customers

Navigating Customer Profiles