Advice and answers from the Endear Team

Search results for:how do i save a sales report

How do I build and save a report?

Any user can build a report in Endear in order to better understand user performance and conversions… How to Save a Report… How to Build a Report

Can I save a message?

Write a message and save it to edit or send later… How do I Save a Message?… Applies to: All (Users, Managers, & Admins) In Endear you no longer need to manually save a message

How do I adjust access or delete a report?

Control which members of your team can view certain reports or remove reports entirely… How to delete a report… After selecting a visibility, the report will display who can view that report. ​ ​

Reading your Sales Over Time Report

This report provides helpful data about every purchase attributed to a message sent through Endear… Applies to: All (Users, Managers, & Admins) In the "Sales over time" report, you'll find a recap… average amount spent per order "Average days to convert": How long on average it took for a customer

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

Why don't I see my customer's purchase in the sales report?

Find out why a customer's purchase might not show in your Sales report… There are 2 reasons why a customer's purchase might not show in your Sales report: The sale happened… If you believe a sale should have been reported, you can verify the details of the purchase from the

Why does the same transaction show up twice?

Find out why a transaction might show up twice in your Sales report… All (Users, Managers & Admins) With Endear, you can track any transaction that took place through a… and both messages fall within the window of attribution, the transaction will show up twice in your report

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 create a Campaign

Learn step-by-step how to create a Campaign… How do I build a Campaign?… Click Save Changes Click Set Live Recurring Campaign- A recurring campaign

How do I preview a Story?

Review your Story before you send it to a customer… Applies to: All (Users, Managers & Admin) You can always preview a Story to see what your customer… The preview will open in a new window