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Advice and answers from the Endear Team
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how do i add a custom field to customer profiles
How
do
I
add
and edit
Customer
profile
custom
fields?
How
to
create
custom
fields and edit their format and visibility.
Custom
fields are available
to
Admins on the Professional plan…
How
to
create
a
new
custom
field
…
How
to
edit
a
custom
field
Should
I
use
a
tag or
custom
field
?
Learn the benefits and differences of tags and
custom
fields… Learn More
How
do
I
add
or remove tags from customers What
customer
data is synced over from Shopify…
How
to
Effectively Use
Custom
fields
to
Organize Your Customers
How
do
I
resubscribe
a
customer
to
messages?
Resubscribe
a
customer
to
messages… Applies
to
: All (Users, Managers, & Admins)
A
customer
may use the unsubscribe option at the end… However, Endear provides you with an option
to
resubscribe that
customer
How
do
I
send
a
new message
to
a
customer
?
Stay in touch with your
customers
by sending them engaging messages… Watch this 1 minute tutorial
to
learn
how
to
send
a
message with Endear…
How
to
Start
a
Message
How
do
I
merge customers?
Merging
customer
profiles
in Endear… Applies
to
: Admins If one
customer
has two separate
profiles
in Endear, you can merge these two
profiles
… 1. Visit the
customer
profile of the
customer
you want
to
merge into
How
do
I
add
comments
to
products?
Add
custom
notes or comments
to
your Story items …
How
to
add
descriptions
to
a
Story or section?
How
to
add
titles
to
a
Story or section?… Additional Support:
How
do
I
preview
a
Story?
How
do
I
know who is assigned
to
a
customer
?
Easily tell who is assigned
to
a
customer
…
How
view who is assigned
to
a
customer
… First select
a
customer
from within
a
segment or by using the Search bar at the top of the app.
How
do
I
add
products
to
a
message?
Easily
add
product images
to
emails or text messages
to
give customers rich information right at their fingertips… If you want
to
see
how
your images will look
to
the
customer
, select Preview… Applies
to
: All users When messaging with customers, you may want
to
add
product images directly
How
do
I
add
products
to
a
Story?
Learn
how
to
add
additional products
to
an existing Story… Applies
to
: All (Users, Managers, & Admins) You may want
to
add
additional products
to
a
Story you've… For more information:
How
do
I
choose which details are displayed in my Stories?
How
do
I
create
a
task for
a
specific
customer
?
Create
a
task for
a
specific
customer
…
How
to
create
a
task for
a
specific
customer
…
Add
a
title and task description- you'll notice that the
Customer
field
is already filled out 4
