Advice and answers from the Endear Team

Search results for:how do i see customers ive manually added to endear

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

Filter customer lists by the user who created the customer profile… To view the customers added to your "My Clients" list from the home page, click "My Customers" quick… To view if/when another user has added a customer to your list on Endear, apply the 'Created by' filter

How do I see and manage reports in Endear?

You can access and create reports about users' performance through Endear's Insight module… Applies to: All (Users, Managers, & Admins) You can find all reports available to you through the… We are happy to assist you for more 1:1 direction. Reach out to our live chat

Why do I see reports created by Endear?

Endear creates helpful reports on your behalf… We'll continue to add more reports to your Insights page over time… We are happy to assist you for more 1:1 direction. Reach out to our live chat!

How do I message one or more customers on Endear?

Learn how to email and text customers one at a time or in bulk… There are many ways to message customers in Endear, so choose which you're trying to do below so we can… I'm trying to send a new message to one or more customers 2

How do I refer someone to Endear?

Send qualified referees to Endear to earn rewards for you and them… Get $400 toward your team's Endear subscription for every brand you refer to us. Plus help get them started with 30% off their first 3 months… We are happy to assist you for more 1:1 direction. Reach out to our live chat!

How to connect Iterable to Endear

This guide will walk you through setting up an integration and getting Iterable connected to Endear… This guide will walk you through the steps of connecting and integrating Iterable with Endear… You will need the following to complete the integration: A Server-side API key with read and write

How do I assign & un-assign users to customers?

Assign others to customers in Endear… to see all the customers assigned to a specific person on your team… Do customers know they are assigned to me?

Meet Endear!

Learn more about Endear… Customer Relationship Management Endear connects to your point-of-sale or eCommerce platform to offer… Analytics Endear tracks each message sent through the app so you can see how your team is contributing

How to use Endear AI

Applies to: All (Users, Managers, and Admins) Endear will use AI to help users generate responses… Use Endear AI to help you write a response… Overview: Click + Actions Click Endear AI Click on "Help me write.."

How to install the Endear app

If new to Endear, be sure to accept pending invitation with code to process your log-in… If new to Endear, be sure to accept pending invitation with code to process your log-in. 3… iOs Install for Android Download app on Ipad If new to Endear, be sure to accept