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Advice and answers from the Endear Team
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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!
What 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 sidebar on your
Home
page
will display both… 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?… For more information: Which tasks will
I
see on
my
Home
page
?
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
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
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
