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Advice and answers from the Endear Team
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how do i filter my messages results
How do I search and
filter
my
messages
?
Search and
filter
messages
… To
Filter
Your
Messages
:… All (Users, Managers, & Admins) From your Conversations tab, you can search through all the
messages
How do I
filter
and adjust my reports'
results
?
Apply
filters to your
reports to adjust the information displayed displayed… report also offers the ability to
filter
through the
Filter
button… Setting the interval (
messaging
reports only)
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… Solution Overview From the Notes & Tasks module, you can
filter
the
results
by Tags or Deadline
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 preview
messages
?
Preview
messages
before you send them… How to preview
messages
… Applies to: All (Users, Managers, & Admins) Previewing
messages
allows you to review how your emails
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 applied
How do I resubscribe a customer to
messages
?
Resubscribe a customer to
messages
… All (Users, Managers, & Admins) A customer may use the unsubscribe option at the end of your
message
… preventing you from
messaging them in the
future
How to enhance
messages
& templates
Applies to: All With Endear, you can create engaging
messages
by adding stories, products, images… You can also streamline your communication by creating templates for frequently sent
messages
and using… an appointment booking link to a message Merge fields and how they automatically customize
messages
Who gets notified about customer
messages
?
Endear has a sophisticated messaging routing system to ensure that no
messages
fall through the cracks… Unassigned
Messages
… If you are a user and would like to stop receiving notifications for
messages
you are assigned to, you