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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 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… Filtering reports
How to hide customers who have opted out of communications
Filter and remove unsubscribed/opted-out customers from your Audiences… Apply the appropriate filters that include or exclude customers based on their current marketing subscription… Filters to Remove Unsubscribed Customers
How do I add and remove tags from customers?
Create tags to easily filter your Customer lists … Pull up an audience or create a filtered list of relevant customers. Select Bulk Edit Step 2… Pull up a saved audience or create a filtered list of relevant customers
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
How do I create an Audience?
Organize your customers into easy-to-access groups by creating an Audience… Apply one or more filters that you would like included in your audience Not sure how to apply filters… Audiences are dynamic lists that can change over time, not a list of particular customers
How do I message multiple customers?
Learn to send bulk message customers via email, SMS, or WhatsApp messages… per message Managers: up to 25 customers per message Admins: up to 50 customers per message… How to bulk message multiple customers
How do I assign & un-assign users to customers?
Assign others to customers in Endear… Click on Remove You can assign customers in bulk from an audience or filtered list of customers. ​… Learn how to apply filters here
How to use AND and OR filters to build audiences
Learn how filters combine using AND and OR operators to create precise customer segments for your campaigns… Applies to: All When building audiences in Endear, filters determine which customers end up in your… Filters within the same group combine using AND logic, meaning customers must match all conditions in