Advice and answers from the Endear Team

Search results for:how do i merge customers

How do I merge customers?

Merging customer profiles in Endear… 4. Search for the customers whose profile you want to merge into this one - these will be the profiles that are "merged", meaning their record will be deleted after the merge is complete… in the top right corner Click Merge Select Customers you would like to merge into the profile

What are Merge Fields and how do I use them?

Send personalized bulk emails or text messages using Merge Tags… How to Use Merge Fields… You can choose to provide a fallback that will be used in place of the merge field or omit customers

How do I export customers?

Export customer information to CSV and work with your data offline … How to export customers… Applies to: Admins Export your customers in Endear for further analysis or import into other systems

How do I unsubscribe customers?

Unsubscribe a customer manually… How to Manually Unsubscribe a Customer… Applies to: All (Users, Managers, & Admins) Customers can unsubscribe themselves from communication

What do customers see when I message them?

What do customers see when I message them?… Endear allows you to easily write and send messages to your customers over email and text

How do I see customers I'm Assigned to Endear?

Filter customer lists by the user who created the customer profile… To view the customers added to your "My Clients" list from the home page, click "My Customers" quick… How to view customer additions from other teammates

How do I assign & un-assign users to customers?

Assign others to customers in Endear… Do customers know they are assigned to me?… Table of Contents How to edit assignments on one customer How to assign more than one customer

How do I add and remove tags from customers?

Create tags to easily filter your Customer lists … 3. To add a tag for multiple customers:… 4. To remove a tag for multiple customers:

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… do not receive the same message twice, and that customers only receive one blast in the same 24 hours

How do I apply filters to my Customers list?

Narrow down your audiences and customer list to relevant groups for more personalized messaging… Here is an example of using filters to see which customers have purchased something in the past 30 days… Type "30" to filter by customers that purchased in the last 30 days. 6