Advice and answers from the Endear Team

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How do I add a new team?

Learn how to add additional teams to your Endear account… If you're an admin, you can add additional teams at any time

How do I add a new task from Home?

Keeping track of your to-do list in Endear… How do I create a task? How do I create a task for a specific segment?… How are associates notified of tasks? How do I mark a task as complete?

How do I add a note to a customer?

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

How do I add a template to a message?

After adding a template, you can always edit and make changes to the text to add a personal touch… Overview: Compose a new message Click on Actions > Insert Templates Select your template… Compose a new message. 2. Click on Insert templates 3

How do I add a link to a message?

Compose a new message. 2… Click on the Link icon (the chain) in your toolbar and insert a link 4… Enter the URL Click on Add Link

How do I add products to a message?

When looking to share products with your clients, quickly add them into your messages with Endear's message toolbar… Solution Overview Compose a new message or reply to an existing thread… Compose a new message or reply to an existing thread. Step 2. Click on + Actions Step 3

How do I add products to a Story?

Learn how to add additional products to an existing Story… For more information: How do I choose which details are displayed in my Stories?… Applies to: All (Users, Managers, & Admins) You may want to add additional products to a Story you've

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

How do I add Stories to a message?

Applies to: All (Users, Managers, & Admins) When writing a message to a customer, you can attach… Adding Stories to a message… like to add and Click Insert Story You can now see your story in the message composer

How do I send a new message to a customer?

Add a subject if you're sending an email You can preview merge tags on a per-recipient basis using… To Start a Message from a Customer's Profile:… You can start sending a message from one of two places: From An Audience page A Customer's