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Advice and answers from the Endear Team
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how do i create a segment
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
?…
How
are associates notified of tasks?
How
do
I
mark
a
task as complete?
How
do
I
create
a
Campaign?
Learn step-by-step
how
to
create
a
Campaign…
How
do
I
build
a
Campaign?… options of
how
the Sender The selected senders are any of:
A
list containing users and associated
How
do
I
create
a
Story?
Learn
how
to
create
engaging and clickable content with Stories… Applies to: All (Users, Managers, & Admins) If
a
user wants to
create
a
custom product selection… for their customers to engage with and shop from, then they will want to learn
how
to
create
a
Story
How
do
I
create
a
task?
Solution Overview: To start creating
a
task, click "
Create
a
Task" from Quick Actions on the… To start creating
a
task, click "
Create
a
Task" from Quick Actions on the homepage, or go to Customers… Applies to: All (Users, Managers, & Admins)
Create
a
task for yourself or another member of your
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
What are templates and
how
do
I
create
one?
Create
templates for frequently sent messages…
How
do
I
Create
a
Template?… Once you add
a
template to
a
message, you can keep editing the to make it feel more personal
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… Click on
Create
Audience 4. Give your Audience
a
name & optional description 5
What are message statuses and
how
do
I
change them?
How
do
I
change
a
message's status?… Applies to: All (Users, Managers, & Admins) The status of
a
message is
a
great indicator to know… Learn more about
how
your inbox sections work
How
do
I
create
multiple calendars at once?
Learn
how
to
create
calendars in bulk to save time and setup all your teams with Endear Appointments…
How
do
I
create
calendars in bulk?… In this case, you should select "
I
want to choose specific teams" If you choose specific
