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how do i assign a lookbook to a customer
How do I
assign
& un-
assign
users to customers?
Assign
others to customers in Endear… Table of Contents How to edit assignments on one
customer
How to
assign
more than one
customer
… How to
assign
more than one
customer
at a time
How can I use UTM's to track
customer
engagement?
Customer
interactions on messages and Stories can be tracked in Google Analytics and other similar platforms through our default UTM's… If a
customer
landed on a
lookbook
before landing on your site, this parameter will be '
lookbook
'… *If a
lookbook
is visited from a message, this parameter will be the message type, not '
lookbook
'
How do I
assign
multiple associates to a task?
Assign
as many associates as you want to a task… Admins can
assign
any user to a task. You can
assign
as many users as you want to a task… To
Assign
Multiple Users to a Task:
How do I create a new
customer
from my Home page?
Add new
customers to
Endear from your Home page … How to create a new
customer
from
Customer
card… 5. (Optional) Click on
Assign
users and select
Assign
users
How do I know who is assigned to a
customer
?
Easily tell who is assigned to a
customer
… How view who is assigned to a
customer
… Managers, and Admins) You'll be able to easily tell which user or users is assigned to any
customer
How do I see
customers
I'm
Assigned to
Endear?
Filter
customer
lists by the user who created the
customer
profile… How to view
customer
additions from other teammates… To view if/when another user has added a
customer
to your list on Endear, apply the 'Created by' filter
How do I unsubscribe
customers
?
Unsubscribe a
customer
manually… How to Manually Unsubscribe a
Customer
… Anytime a
customer
unsubscribes to email or text communication, Endear will not allow a message to be
How do I create a task for a specific
customer
?
Create a task for a specific
customer
… How to create a task for a specific
customer
… Applies to: All (Users, Managers, & Admins) Staying on top of
customer
needs while maintaining timely
How do I resubscribe a
customer
to messages?
Resubscribe a
customer
to messages… Applies to: All (Users, Managers, & Admins) A
customer
may use the unsubscribe option at the end… However, Endear provides you with an option to resubscribe that
customer
I'm unable to find a
customer
in search
How to find an archived
customer
… up in your omnibar or
customer
search?… We also will automatically archive a
customer
if they request no contact
