Advice and answers from the Endear Team

Search results for:how do i turn an import into a segment

How do I turn an import into an Audience?

Create an audience of a recent import of customers… Applies to: Admins When you import new customers into Endear, you may want to also create an audience… Once your customers are imported, you can create an Audience using the tag from your import

Can I bulk add or import customers?

How to import your customer lists from a CSV file into Endear… Here's how to import a CSV of your customer into Endear: Click on Customers from the Navigation… To import a CSV file with your customers into Endear:

What are message statuses and how do I change them?

How do I change a message's status?… Follow Up: A customer has not been replied to in an extended amount of time To Change the Status… Learn more about how your inbox sections work

How do I edit an Audience?

If an audience does not have the three dots, that is an indication that you are not able to remove that… Applies to: All (Users, Managers, & Admins) There are 2 ways to edit the name or description of an… Adding or removing filters to the ones displayed will enable you to create a new audience

How do I create an Audience?

Organize your customers into easy-to-access groups by creating an Audience… Unable to save a Audience?… You can create an audience from any existing audience that you have access to

How do I delete an Audience?

Delete an Audience… Applies to: All (Users, Managers, & Admins) There are two places where you can delete an Audience

How do I change which location I'm signed into?

You have access to the locations that are listed as "Member" For more information: How do… Admins) If you are assigned to more than one location, you can change the location you are signed into… I know which location I'm assigned to?

How do I link an Endear User to a user from an integration?

How to link an individual user to an Integration from the Settings screen… How to Link multiple Users Profiles from the User Profiles screen… This can be incredibly useful for our Cashier Filters to determine who made an order

How do I complete a task?

Learn to complete a task and see which tasks are still pending… How do I mark a task as complete from the task list?… If you are the creator, are assigned, or are an admin, you can mark a task as complete

How do I reply to an existing thread with a customer?

Reply to customer's recent message or follow up on a previous message you sent… Applies to: All (Users, Managers, & Admins) To keep a previous conversation in mind, you can reply… to or follow up on a customers most recent message