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Advice and answers from the Endear Team
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how do i make someone an admin or manager
How
do
I
change a user's role?
Learn
how
to change a user's role to
an
admin
,
manager
,
or
user… Applies to: Admins You can change a user's role to
an
admin
,
manager
,
or
user at anytime following
How
can
I
CC
or
BCC
someone
on
an
email message?
Learn
how
Endear handles when
someone
is added the cc
or
bcc on
an
email conversation… Can
I
add additional recipients to
an
email message via CC
or
BCC?… What happens if a customer sends me
an
email with
someone
on the CC?
How
do
I
message
an
entire audience of customers?
Learn to message all the customers in
an
audience-
Admin
&
manager
feature…
How
to message
an
audience of customers… Applies to: Managers, Admins and Users You can send to
an
entire audience of 10 for users, 25 for
What is the difference between
an
Admin
,
Manager
, and User?
Admins can
do
everything a
Manager
or
User can
do
… Managers can also
do
everything a User can
do
…
Admin
Manager
User Create & edit all teams and users Bulk message customers (up
How
do
I
refer
someone
to Endear?
*The referee must work for a brand
or
retailer that does not already use Endear, either on a trial
or
… We always appreciate when you introduce us to
someone
new, and we love rewarding you for doing so!… Direct your Referree to enter your name as their promo code during sign up
or
mention you in their demo
How
do
I
Cancel
or
Delete
an
Appointment?
Learn
how
to cancel
or
delete
an
appointment in Endear… Applies to: All (Users,
Managers
, &
Admins
) Overview: 1. Click on Customers 2
How
do
I
edit
an
audience?
Learn
how
to edit
an
audience including the name, description, and who has access to it… Reach out to your
manager
or
account
admin
for help. 2… Editing
an
Audience from the Audience Page
How
do
I
create
an
Audience?
Organize your customers into easy-to-access groups by creating
an
Audience… Apply one
or
more filters that you would like included in your audience Not sure
how
to apply filters… this will cause them to either be included in
or
removed from particular audiences
How
do
I
delete
an
Audience?
Delete
an
Audience… Applies to: All (Users, Managers, & Admins) There are two places where you can delete
an
Audience
How
do
I
turn
an
import into
an
Audience?
Create
an
audience of a recent import of customers… Here's
how
. Solution Overview Step 1…
an
audience