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Advice and answers from the Endear Team

Search results for:how do i manually add a sale
How do I delete a sale?
Delete a sale… To Delete a Sale:… Applies To: Admins From time to time you may want to delete a sale, for example if it is ineligible
How do I see what message prompted a sale?
See what message prompted a sale from your Sales module under Insights… View what message prompted a sale… After reviewing the information, click the date under Sent At to see the actual message that prompted a
How do I add a new team?
Learn how to add additional teams to your Endear account… If you're an admin, you can add additional teams at any time
How do I add products to a Story?
Learn how to add additional products to an existing Story… For more information: How do I choose which details are displayed in my Stories?… Applies to: All (Users, Managers, & Admins) You may want to add additional products to a Story you've
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… You can also add additional sections to an existing Story
How do I add products to a message?
Easily add product images to emails or text messages to give customers rich information right at their fingertips… Applies to: All users When messaging with customers, you may want to add product images directly… If a product doesn't have an image, inform your manager or admin
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… Choose to Replace Draft or add to Draft. Still Need Help?
How do I add a link to a message?
Compose a new message. 2… Click on the Link icon (the chain) in your toolbar and insert a link 4… Enter the URL Click on Add Link
How do I add a new task from Home?
Keeping track of your to-do list in Endear… How do I create a task? How do I create a task for a specific segment?… How are associates notified of tasks? How do I mark a task as complete?
How do I add Stories to a message?
Applies to: All (Users, Managers, & Admins) When writing a message to a customer, you can attach… Adding Stories to a message… like to add and Click Insert Story You can now see your story in the message composer