Advice and answers from the Endear Team

Search results for:how do i see a customers order history

How do I see a customer's order history?

You'll be able to see all orders a customer has made as well as related order info… How to view a customer's order history… Click Purchases to see the customer's order history

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

Filter customer lists by the user who created the customer profile… to your Customers list and select a user whose additions you want to see… To view the customers added to your "My Clients" list from the home page, click "My Customers" quick

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… Just like a regular email or text, you can add images, links, and more to your message

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 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… 5. Check I understand that this action cannot be undone

How do I unsubscribe customers?

Unsubscribe a customer manually… How to Manually Unsubscribe a Customer… Anytime a customer unsubscribes to email or text communication, Endear will not allow a message to be

How do I see what message prompted a sale?

See what message prompted a sale from your Sales module under Insights… View what message prompted a sale… Under your report, click the name under the "Sent by" column to review the message history. 2

How do I see all my templates?

Learn how to create templates. 1. Click on Inbox 2. Click on Templates 3… You can also search for a template and filter your search by Type of messages or add more filters by

How do I see all my drafts?

3. Use Search or Filters to find a specific draft… Only you can see and send your drafts… Overview: Click on Inbox Click on Drafts Use Search or Filters to find a specific draft

How do I see my current subscription?

Your Billing page will give you an itemized breakdown of your subscription as well as a recap of previous