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Advice and answers from the Endear Team

Search results for:how do i add and remove tags from customers
How do I add and remove tags from customers?
Create tags to easily filter your Customer lists … Remove a tag from an individual customer Add tags for multiple customers Remove tags… Select Remove Tags from the drop down. Step 3. Search or select the tags you want to remove
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… You have the option to add tags to new customers from your POS, or manually create tags in Endear once
How do I add or remove participants from a conversation?
Adding and removing participants from a conversation… Click on + Add in the sidebar (If you don't see it, your screen may be too small and you'll need to click… To Add a participant
How do I export customers?
Learn how to export customer information from Endear to a CSV… From the Home Page, select Customers, and then select your desired audience… From the Home Page, select Customers, and then select your desired au 2
How do I merge customers?
Merging customer profiles in Endear… Note: when you merge two customer profiles, the system will remove the “merged” customer record and move… 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
How do I create a new customer from my Home page?
Add new customers to Endear from your Home page … Click on Save For more information: How do I see customers I've manually added to Endear?… Search for existing tags or add your own (Optional) Click Assign Users and select users to assign
How do I unsubscribe customers?
Unsubscribe a customer manually… Note that unsubscribing a customer from email will NOT unsubscribe them from receiving texts, and vice-versa… Applies to: All (Users, Managers, & Admins) Customers can unsubscribe themselves from communication
How do I add or remove time off to my calendar?
Learn how to add your time off to block your calendar in Endear… Select Appointments from the left-hand navigation, then select +Add time off. ​ 2… Step-by-Step Guide: Removing Time Off
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?
What do customers see when I message them?
What do customers see when I message them?… Endear allows you to easily write and send messages to your customers over email and text… Just like a regular email or text, you can add images, links, and more to your message