Advice and answers from the Endear Team

Search results for:how do i give others access to a segment

How do I give others access to an Audience?

Give your team access to relevant customer lists … How to grant access when creating a new Audience… How to update who has access to an Audience

How do I adjust access or delete a report?

How to change a report's user access… How to delete a report… Applies To: Admins You can see who has access to any report on the report's card

How do I adjust who can access a Contact Method

Adjust who you'd like to view or send from certain contact methods… Choose a Team, Person or Role Adjust the ability for them to View or Send 1… Click on Edit under Access 5. Choose a Team, Person, or Role 6

What are message statuses and how do I change them?

How do I change a message's status?… Applies to: All (Users, Managers, & Admins) The status of a message is a great indicator to know… You can respond to a conversation to close the conversation

How do I add sections to a Story?

Learn how to add multiple sections to give structure to your Stories in Endear… Add a Title, a Description and any other Products or Assets to your story. 1… Applies to: All (Users, Managers & Admins) You may want to create multiple sections for your Story

How do I add a note to a customer?

How to add a note to a customers profile… Add a Note from the Notes Screen… Applies to: All (Users, Managers, and Admins) Solutions Overview: From the customer profile page

How do I add a template to a message?

Applies to: All (Users, Managers, & Admins) Adding a template to a message can save you a lot of… After adding a template, you can always edit and make changes to the text to add a personal touch… Compose a new message. 2. Click on Insert templates 3

How do I add a link to a message?

Adding clickable links to any email or SMS message is simple… We are happy to assist you for more 1:1 direction. Reach out to our live chat!… Compose a new message. 2

How do I resubscribe a customer to messages?

Resubscribe a customer to messages… Applies to: All (Users, Managers, & Admins) A customer may use the unsubscribe option at the end… We are happy to assist you for more 1:1 direction. Reach out to our live chat!

How do I add products to a Story?

Learn how to add additional products to an existing Story… Applies to: All (Users, Managers, & Admins) You may want to add additional products to a Story you've… For more information: How do I choose which details are displayed in my Stories?