Advice and answers from the Endear Team

Search results for:how do i see customers spending behavior

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… How to view customer additions from other teammates

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

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… Applies to: All (Users, Managers, & Admins) Customers can unsubscribe themselves from communication

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 see all my templates?

Learn how to create templates. 1. Click on Inbox 2. Click on Templates 3

How do I see all my drafts?

Only you can see and send your drafts

How do I see my current subscription?

View your current subscription on your Billing page

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… Applies to: All (Users, Managers, & Admins) From the Customers module, select a customer segment

Where can I see all the customers assigned to me?

Easily tell which customers you have worked with or have been assigned to… Applies to: All (Users, Managers, & Admins) Learn how to view the customers that have been assigned… user on your team by adding the filter "Assigned User" or apply this filter to any other Audience to see