Advice and answers from the Endear Team

Search results for:how do i save segments to my home page

How do I create a new customer from my Home page?

Add new customers to Endear from your Home page … Click on Save For more information: How do I see customers I've manually added to Endear?… Applies to: All (Users, Managers, & Admins) The Customers card on your Home page makes it quick and

How do I start a new message from my Home page?

Learn how to quickly compose a message when you login to Endear … How to start a new message from Home page… Click Edit to choose a different Contact Method Select the customers to send the message to

Which conversations will I see on my Home page?

For more information: Which tasks will I see on my Home page? Still Need Help?… Applies to: All (Users, Managers, & Admins) The Conversations card on your Home page will display… We are happy to assist you for more 1:1 direction. Reach out to our live chat!

Which tasks will I see on my Home page?

This is an easy way to keep track of your to-do list when you first log in to Endear… Applies To: All (Users, Managers, & Admins) The Tasks card on your Home page will display both tasks… We are happy to assist you for more 1:1 direction. Reach out to our live chat!

How do I pin an Audiences to my Customers page?

Pin important Audiences to your customers landing page in Endear … Applies to: All (Users, Managers, & Admins) Solution Overview: Navigate to the Customers page… The Home page makes it easy to access your most important and frequently used Audiences quickly

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

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?… To add a new task from the Home page simply click the Create a Task card to begin

Intro to Home

Learn the options of Quick Actions you can take on the Home landing page… with your customers and any messages assigned to you When you log in and navigate to the home page… Adding a note is simple: just type it in and click save The Create a Task card is a great way to

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 filter my tasks?

Click More filters to add additional filters to your search. Select the filters you want to apply… How to Filter Your Tasks:… Define your filters and click Done at the bottom of the page. Step 1