Skip to main content
English
English
English
English
Advice and answers from the Endear Team
Search for articles...
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
merge
customers
?
Merge duplicate
customer
records to improve data accuracy and sales attribution… You can use the method below to merge
customers
who may not be recognized by our system as duplicates… Ensure the box "
I
understand that this action cannot be undone" is selected, and when you're ready, select
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
message multiple
customers
?
Learn to send bulk message
customers
via email, SMS, or WhatsApp messages… What are merge fields and
how
do
I
use them?
How
do
I
create a Campaign?…
How
to bulk message multiple
customers
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
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
