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Advice and answers from the Endear Team
Search results for:
how do i export customers
How
do
I
export
customers
?
Export
customer information to CSV and work with your data offline …
How
to
export
customers
… Click on Select all 100+
customers
Click on
Export
to CSV Confirm the
export
size
How
do
I
merge
customers
?
Merging
customer
profiles in Endear… 4. Search for the
customers
whose profile you want to merge into this one - these will be the profiles that are "merged", meaning their record will be deleted after the merge is complete… 5. Check
I
understand that this action cannot be undone
How
do
I
unsubscribe
customers
?
Unsubscribe a
customer
manually…
How
to Manually Unsubscribe a Customer… Applies to: All (Users, Managers, & Admins)
Customers
can unsubscribe themselves from communication
What
do
customers
see when
I
message them?
What
do
customers
see when
I
message them?… Endear allows you to easily write and send messages to your
customers
over email and text
How
do
I
export
data from reports?
Only Admins can
export
Insights data from Endear… At the top right of the screen, click the
Export
button Confirm you'd like to
export
your… At the top right of the screen, click the
Export
button 3
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…
How
to view customer additions from other teammates
How
do
I
assign & un-assign users to
customers
?
Assign others to
customers
in Endear…
Do
customers
know they are assigned to me?… Table of Contents
How
to edit assignments on one customer
How
to assign more than one customer
How
do
I
message an entire audience of
customers
?
Learn to message all the
customers
in an audience- Admin & manager feature…
How
to message an audience of
customers
…
do
not receive the same message twice, and that
customers
only receive one blast in the same 24 hours
How
do
I
add and remove tags from
customers
?
Create tags to easily filter your
Customer
lists … 3. To add a tag for multiple
customers
:… 4. To remove a tag for multiple
customers
:
How
do
I
apply filters to my
Customers
list?
Narrow down your audiences and
customer
list to relevant groups for more personalized messaging… Here is an example of using filters to see which
customers
have purchased something in the past 30 days… Type "30" to filter by
customers
that purchased in the last 30 days. 6