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how do i apply filters to my customers list
How
do
I
apply
filters
to
my
Customers
list
?
Narrow down your audiences and customer
list
to
relevant groups for more personalized messaging… Repeat steps 1 - 6
to
apply
multiple
filters
to
your
list
… Applies
To
: All Users [Inline Video] You can create a variety of
filters
to
narrow down a
list
of
How
do
I
see
customers
I'm Assigned
to
Endear?
Filter
customer
lists
by the user who created the
customer
profile…
To
view the
customers
added
to
your "
My
Clients"
list
from the home page, click "
My
Customers
" quick…
to
your
Customers
list
and select a user whose additions you want
to
see
How
do
I
change which columns
I
view in
my
Customers
list
?
Customize your view based on the fields that are most important
to
you … Applies
to
: All (Users, Managers, & Admins) Endear allows you
to
customize your
Customers
lists by… Make up
to
25 selections (you may need
to
de-select the defaults)
How
do
I
assign & un-assign users
to
customers
?
Assign others
to
customers
in Endear… Learn
how
to
apply
filters
here…
Do
customers
know they are assigned
to
me?
How
do
I
pin an Audiences
to
my
Customers
page?
Pin important Audiences
to
your
customers
landing page in Endear … Applies
to
: All (Users, Managers, & Admins) Solution Overview: Navigate
to
the
Customers
page… Navigate
to
the
Customers
page by clicking
Customers
in the lefthand side navigation. Step 2
How
do
I
unsubscribe
customers
?
Unsubscribe a
customer
manually…
How
to
Manually Unsubscribe a Customer… Applies
to
: All (Users, Managers, & Admins)
Customers
can unsubscribe themselves from communication
How
do
I
export
customers
?
Learn
how
to
export customer information from Endear
to
a CSV… Applies
to
: Admins In some cases, you may want
to
export data from Endear for further analysis… Select the checkbox
to
highlight all the
customers
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… Merging profiles will also enable the platform
to
attribute sales
to
users more accurately
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…
To
put simply, this means your message will appear
to
your customer like any other text or email they
How
do
I
add and remove tags from
customers
?
Create tags
to
easily filter your Customer lists … Put tags into action:
How
to
apply
filters
Still Need Help?… 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
