Advice and answers from the Endear Team

Search results for:how do i add a note to a customers profile

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?

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

How do I add Stories to a message?

Applies to: All (Users, Managers, & Admins) When writing a message to a customer, you can attach… Stories are a great way to keep your customers engaged with specific items you've selected… Adding Stories to a message

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… Applies to: All (Users, Managers, & Admins) Adding products to your messages is simple and fast with… Solution Overview Compose a new message or reply to an existing thread

How do I merge customers?

Merging customer profiles in Endear… 4. Search for the customers whose profile you want to merge into this one - these will be the profiles that are "merged", meaning their record will be deleted after the merge is complete… in the top right corner Click Merge Select Customers you would like to merge into the profile

How do I add a new team?

Learn how to add additional teams to your Endear account… Applies to: Admin only You'll be prompted to set up at least one team when you create your account… We are happy to assist you for more 1:1 direction. Reach out to our live chat!

How do I add and remove tags from customers?

Create tags to easily filter your Customer lists … 2. To create a new tag, simply type it into the search bar and the checkbox to select it will appear. Click new tag then select Save to add new tag… 3. To add a tag for multiple customers: