Advice and answers from the Endear Team

Search results for: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

How do I add a note to a customer?

How to add a note to a customers profile… Click on Add note in the top right 3. Enter information and click on Link a customer 4… Add a Note from the Notes Screen

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 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 send a new message to a customer?

Stay in touch with your customers by sending them engaging messages… a message to the customer Once you've gotten to the compose window via either of the above… To Start a Message from a Customer's Profile:

How do I add a template to a message?

Applies to: All (Users, Managers, & Admins) Adding a template to a message can save you a lot of… After adding a template, you can always edit and make changes to the text to add a personal touch… current message ("add to draft")

How do I add a link to a message?

Adding clickable links to any email or SMS message is simple… Compose a new message. 2… Click on the Link icon (the chain) in your toolbar and insert a link 4

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 add sections to a Story?

Learn how to add multiple sections to give structure to your Stories in Endear… Add a Title, a Description and any other Products or Assets to your story. 1… You can also add additional sections to an existing Story