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Advice and answers from the Endear Team
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how do i create a new lookbook from home
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… Click on
Create
For more information:
How
do
I
see customers I've manually added to Endear?
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?… To add
a
new
task
from
the
Home
page simply click the
Create
a
task card to begin
Create
your task
How
do
I
start
a
new
message
from
my
Home
page?
Learn
how
to quickly compose
a
message when you login to Endear …
How
to start
a
new
message
from
Home
page… Send
a
Message button
from
the Quick Action cards on the
Home
Page
How
do
I
create
a
Story?
Learn
how
to
create
engaging and clickable content with Stories… for their customers to engage with and shop
from
, then they will want to learn
how
to
create
a
Story… Applies to: All (Users, Managers, & Admins) If
a
user wants to
create
a
custom product selection
How
do
I
add
a
new
team?
Learn
how
to add additional teams to your Endear account… 3. Click on
Create
team… 5. Click
Create
How
do
I
send
a
new
message to
a
customer?
Jump straight into
a
message
from
the
home
screen!… You can also start
a
new
message
from
the Inbox by selecting Compose in the top-right corner…
How
to Start
a
Message
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…
How
to delete
a
task
How
do
I
create
a
calendar in Endear?
Learn
how
to
create
a
calendar for an individual user or entire team… Applies to: Admins This guide will walk you through the steps of creating
a
calendar for an individual… Select who owns the Calendar, Label the Calendar and Click on
Create
6
How
to
create
and use templates in Endear
Create
message templates to save time with repeated content like thank-you notes and welcome messages…
How
do
I
Create
a
Template?… Select
Create
template button located in the top right corner to begin creating
a
new
template. 4
How
do
I
create
an Audience?
Organize your customers into easy-to-access groups by
creating
an Audience… Click on
Create
new
Audience Choose "
create
a
new
Audience" to
create
a
brand
new
Audience… You can
create
an audience
from
any existing audience that you have access to
