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Advice and answers from the Endear Team
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how do i add a note to a customers profile
What is
a
note
and
how
can
I
record one?
Learn
how
notes let you document important customer information and share this knowledge across team members… From the Home Page, select Leave
a
note
Alternatively, select
Customers
, then Notes and
Add
a
note
…
How
can
I
add
a
note
?
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… Applies
to
: All users When messaging with
customers
, you may want
to
add
product images directly… If you want
to
see
how
your images will look
to
the customer, select Preview
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
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
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
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
:
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
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!
