Advice and answers from the Endear Team

Search results for:reading your sales page

Reading your Sales Over Time Report

You can apply different filters to continue to adjust your Sales Report and uncover the data you're looking… Applies to: All (Users, Managers, & Admins) In the "Sales over time" report, you'll find a recap… Note that this takes into account your predetermined attribution window

Reading Your Messages Sent Over Time Report

The Messages Sent Over Time report gives you insights into how messages from your team are performing and converting… You can adjust your report based on timeline, interval, or filters

Reading Your Messages Received Over Time Report

Learn how to see insights on all of your messages received through Endear with the Messages Received Over Time Report… Applies to: Admins, Managers The Insights page tracks the following information: Total: The

How do I see my current subscription?

View your current subscription on your Billing page… Applies to: Admin You can view your current subscription on your Billing page… Your Billing page will give you an itemized breakdown of your subscription as well as a recap of previous

How do I see what message prompted a sale?

See what message prompted a sale from your Sales module under Insights… View what message prompted a sale… Applies To: All (Users, Managers & Admins) From the "Sales over time" report in Insights, you can

How do I view past invoices?

View past invoices from your Billing Settings page… You can your past invoices under your Billing Settings to see more information on plan details and overages… 4. Select a month where you'd like to view your invoice

How do I filter items?

Find the most relevant selections from your Products page … To filter your products list and view the most relevant items:… Repeat steps 1 - 4 to apply multiple filters to your list

How do I create a new customer from my Home page?

Add new customers to Endear from your Home page … Applies to: All (Users, Managers, & Admins) The Customers card on your Home page makes it quick and… Search for existing tags or add your own (Optional) Click Assign Users and select users to assign

Why don't I see my customer's purchase in the sales report?

Find out why a customer's purchase might not show in your Sales report… There are 2 reasons why a customer's purchase might not show in your Sales report: The sale happened… sale should have been reported, you can verify the details of the purchase from the customer's profile page

Why does the same transaction show up twice?

Find out why a transaction might show up twice in your Sales report… that took place through a connected platform and credit it to an associate if the sale happens within your… customer and both messages fall within the window of attribution, the transaction will show up twice in your