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Advice and answers from the Endear Team

Search results for:how do i export customers
How do I export customers?
Learn how to export customer information from Endear to a CSV… Select Export to CSV Confirm the export size by inputing the number of records, then select Export… This will ensure your export includes all the customers on subsequent pages. 3
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
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
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 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 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 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… To: All Users [Inline Video] You can create a variety of filters to narrow down a list of a customers… Type "30" to filter by customers that purchased in the last 30 days. 6