Advice and answers from the Endear Team

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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 Save 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

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 task?

To Create a Task from Home page… To Create a Task from the Tasks Module:… Click Create a Task from Quick Action cards Step 2

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 create a Campaign

Learn step-by-step how to create a Campaign… How do I build a Campaign?… Postal Code, a team will be selected from the linked teams randomly If a team member Assisted in

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?

You can start sending a message from one of two places: From An Audience page A Customer's… To Start a Message from a Customer's Profile:… To Start a Message from an Audience:

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 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