Advice and answers from the Endear Team

Search results for: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 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

How do I export customers?

Export customer information to CSV and work with your data offline … Click on the segment you want to export Check the box next to Customer to select all customers… How to export customers

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 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

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 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 filter and adjust my reports' results?

Apply filters to your reports to adjust the information displayed displayed… Click the desired filter from the menu on the right Check out a video of how to apply filters and… You can layer one or more filters together to get your desired results. 1