Advice and answers from the Endear Team

Search results for:how do i update the status of a sale

What are message statuses and how do I change them?

How do I change a message's status?… Applies to: All (Users, Managers, & Admins) The status of a message is a great indicator to know… Follow Up: A customer has not been replied to in an extended amount of time To Change the Status

How do I delete a sale?

Delete a sale… Check the checkbox next to the sale you want to delete. 2. Click Delete. Still Need Help?… To Delete a Sale:

How do I see what message prompted a sale?

See what message prompted a sale from your Sales module under Insights… find detailed information regarding all of the sales for the month. 1… Under your report, click the name under the "Sent by" column to review the message history. 2

How does Endear categorize an order as closed vs open?

What do the Shopify Order status options mean?… This is how how we interpret Shopify order status: Shopify has 3 different order status options:… There is work to do for the order, which can include processing payment, fulfilling, or processing returns

How do I update my billing info?

As an Admin, you can update your billing info at any time… Applies to: Admin Only If you are an Admin, you can update your billing info at any time in Endear

How do I update my profile picture

How to upload your own profile picture that will be seen in the app and SalesChat… By adding your profile picture, Customers get a face to connect with in SalesChat, and your colleagues… can easily spot you across the app

How do I view the full order details of a purchase?

You can view the full order details of conversion through your sales over time report… Applies to: All (Users, Managers, & Admins) Dig into the details of your customers orders to view… From the Insights module, click on the Create Report button and select "Sales Over Time" 2

How do I see the performance of our Campaigns?

How to track the usage of Campaigns… How to track the performance of Campaigns… Applies to: All (Users, Managers, & Admins) We provide a Campaign filter for the "Messages sent through

How do I track the performance of my templates?

How to see how your template performed in Insights… How to track the usage of Templates… How to track the performance of templates

How do I know if my message was delivered successfully?

Find out the status of your messages to recipients… click send and how to view the sent status of a message: After you click Send on a message, you'll… Once the progress bar is complete, you can check the status of your message in the Outbox