Advice and answers from the Endear Team

Search results for:how to use the search bar

How does the search bar work?

Learn how to search using the universal search bar… How to use the universal search bar… Applies to: All (Users, Managers, & Admins) The top search bar, also known as the "universal search

How do I use Endear's search bar?

Using the "Omnibar" search bar in Endear… you can use the Search bar in Endear… This search bar will always be located at the top right of your screen and can be used anywhere in the

How do I know who is assigned to a customer?

Easily tell who is assigned to a customer… First select a customer from within a segment or by using the Search bar at the top of the app. ​… Additional Articles: Learn how to assign and unassign users to customers Still Need Help?

How to use Endear AI

Applies to: All (Users, Managers, and Admins) Endear will use AI to help users generate responses… It will also try to create a response automatically to the customer… Use Endear AI to help you write a response

How do I search for items?

For more information: How to select items for a Story How to filter items How do… To search your Products in Endear:… find the products that you want to share with your customers

How to use Zapier to sync data into Endear

Learn how to connect hundreds of other apps to Endear with Zapier in order to keep your data up-to-date… Applies to: Admins [Inline Video] Watch this quick video to see how to connect any app to Endear… Generate an API key from within the Integrations page in your Endear account to connect your Endear account

How do I use the CSV Importer Tool

to link products to purchases and create a catalog of your products to search and share with customers… to link products to purchases and create a catalog of your products to search and share with customers… Template.csv We use location date to link purchases to specific locations Field Type

I'm unable to find a customer in search

How to find an archived customer… Applies To: All (Users, Manager and Admin) Did you just search for a customer, but they aren't coming… While, we never fully "delete" a customer, you always have the ability to archive customers

How do I search and filter my messages?

Search and filter messages… To search through drafts or templates, click the Drafts or Templates tab in the left menu and repeat… To Search for a Message:

How can I use UTM's to track customer engagement?

Below is a breakdown of how to read the UTM's to understand customers' behavior… web traffic coming to the page specifically from clicking through the Endear message… These UTM parameters are added so that your team can use your Google Analytics reporting to track any