Advice and answers from the Endear Team

Search results for:how do i know if a customer responded

How do I know who is assigned to a customer?

Easily tell who is assigned to a customer… How view who is assigned to a customer… First select a customer from within a segment or by using the Search bar at the top of the app. ​

How do I know if my message was delivered successfully?

click send and how to view the sent status of a message: After you click Send on a message, you'll… If your message successfully sends, you will see a green check checkmark next to that recipient… What happens when I click send?

How do I resubscribe a customer to messages?

Resubscribe a customer to messages… If the customer explicitly texts STOP, even if they are resubscribed with Endear, the text will fail… Applies to: All (Users, Managers, & Admins) A customer may use the unsubscribe option at the end

How do I add a note to a customer?

How to add a note to a customers profile… Enter information and click on Link a customer 4. Link your customer and click on Create… Add a Note from the Notes Screen

How do I archive or unarchive a customer?

Customers cannot be deleted in Endear; however they can be archived… How to archive a customer… How to unarchive a customer

How do I create a task for a specific customer?

Create a task for a specific customer… How to create a task for a specific customer… How to delete a task

How do I send a new message to a customer?

Stay in touch with your customers by sending them engaging messages… Add a subject if you're sending an email You can preview merge tags on a per-recipient basis using… To Start a Message from a Customer's Profile:

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… Closed: Customer has received a response or no follow-up action is required

How do I know how many customers have viewed my Story?

Keep track of how your customers are interacting with your content … Whether you're sharing a Story with one or multiple customers, you can always see how many people have… viewed the Story and how many people have clicked through to your e-commerce site within the last 30

How do I reply to an existing thread with a customer?

Reply to customer's recent message or follow up on a previous message you sent… Applies to: All (Users, Managers, & Admins) To keep a previous conversation in mind, you can reply… to or follow up on a customers most recent message