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Advice and answers from the Endear Team
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how do i filter lookbooks
How do I
filter
my tasks?
Filter
your tasks… From the Notes & Tasks module, you can
filter
the results by Tags or Deadline: Tag:
Filter
your… How to
Filter
Your Tasks:
How do I
filter
items?
To
filter
your products list and view the most relevant items:… Select the desired
filter
option from the menu. For this example, we selected Brand
How do I search and
filter
my messages?
Search and
filter
messages… To
Filter
Your Messages:… From your Conversations tab, you can search through all the messages sent from your location or
filter
How do I
filter
Stories?
Select the desired
filter
option from the menu… Select the desired
filter
option from the menu. For this example, we selected Tag Step 3… For this
filter
, you can select from your tags
How do I
filter
my appointments in the old view?
Filter
your Appointments view in Endear… Click on Search and
Filter
: This will open the
filter
panel, allowing you to customize your view… Apply Filters: to view other
filter
options, click Add
Filter
To remove any filters
How do I view and
filter
my templates?
Learn how to access and
filter
your templates from your Inbox module…
Filtering
Templates… Applies to: All You can easily view and
filter
your available templates in your Inbox module
What data is pulled from Gorgias?
What can I
filter
from Gorgias… Open, Snoozed or Closed tickets View tickets by Tags Other
filters
available are: Customer
How do I add and remove tags from customers?
Create tags to easily
filter
your Customer lists … Pull up an audience or create a
filtered
list of relevant customers. Select Bulk Edit Step 2… Pull up a saved audience or create a
filtered
list of relevant customers
How to hide customers who have opted out of communications
Filter
and remove unsubscribed/opted-out customers from your Audiences… Select +
Filter
. 3. Find the
filter
category Marketing Consent…
Filters to
Remove Unsubscribed Customers
What are Stories?
Stories (formerly
Lookbooks
) gives your team the opportunity to curate customized, beautiful, and browse-able… For more information: How to
filter
items How to select items for a Story How to search