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Advice and answers from the Endear Team

Search results for:how do i reinvite a user
How do I disable/re-enable a user?
Learn how to disable a user… Applies to: Admins ​ If a user no longer needs access to use Endear for any reason, it's a good idea… Disable a User
How do I link an Endear User to a user from an integration?
How to Link multiple Users Profiles from the User Profiles screen… How to link an individual user to an Integration from the Settings screen… Continue editing any other Endear User Profiles 1. Click on Data and User Profiles 2
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… Learn more about how your inbox sections work
How do I create a Campaign?
Learn step-by-step how to create a Campaign… How do I build a Campaign?… options of how the Sender The selected senders are any of: A list containing users and associated
How do I duplicate a Story?
Use an existing Story as a starting point for a new one… How do I add sections to a Story? How to move and duplicate products in a Story?… For more information: How do I add items to a Story?
How do I complete a task?
Learn to complete a task and see which tasks are still pending… How do I mark a task as complete from the task list?… What happens if a task does not get completed in time?
How do I transfer a SalesChat?
Learn how to transfer chats to another team member or location… Choose whether you'd like to transfer to a Team or User 3. Select the Team or User 4… Choose whether you'd like to transfer to a Team or User 3. Select the Team or User 4
How do I create a Story?
Learn how to create engaging and clickable content with Stories… Applies to: All (Users, Managers, & Admins) If a user wants to create a custom product selection… for their customers to engage with and shop from, then they will want to learn how to create a Story
How do I delete a Story?
How to delete a Story… Restore a Story… Applies to: All (Users, Managers, & Admins) When you need to remove a story, you can delete it from
How do I edit a calendar?
Learn how view and change calendar settings… To add yourself as an editable user: Click "Edit" under Access, enter your name, and ensure you have