Skip to main content

Advice and answers from the Endear Team

Search results for:step 3 create your first template

How to create and use templates in Endear
Create message templates to save time with repeated content like thank-you notes and welcome messages… How do I Create a Template?… Step-by-Step Guide
Template Database
A list of popular templates to use in Endear messages… Hi ####{{customer first name}}, this is ####{{your first name}} from ####{{your brand}}!… Hi ####{{customer first name}}, this is ####{{your first name}} from ####{{your brand}}!
How to Invite New Staff Members: Step-by-Step Guide
Step-by-Step Guide… Before You Start… read this article on login methods and invite rules here before inviting new staff members for the first
How do I track the performance of my templates?
How to see how your template performed in Insights… Select Template and Select the Template you would like to see 5… How to track the usage of Templates
What is the difference between the First Seen and First Added filters?
Learn the difference between First Seen and First Added… Applies to: All (Users, Managers, and Admins) 'First seen' is the first time your brand encountered… For example, the day your customer first made a purchase and therefore entered into your POS's database
How do I give others access to an Audience?
Give your team access to relevant customer lists … Step 3. Select who can view the audience. Click Create Audience Step 1… You can either grant when creating the template or update an audience you've created. Step 1
How to restore deleted templates
Recover your deleted templates… Click on Templates Step 2. Click on More Filters Step 3. Click on Deleted Step 3… Applies to: All (Users, Managers, & Admins) Did you accidentally delete your template(s)?
How do I add and remove tags from customers?
Create tags to easily filter your Customer lists … Select Add Tags, then click Next Step 3. Search, select, or add a new tag. Step 4… Select Bulk Edit Step 2. Select Remove Tags from the drop down. Step 3
How do I add a new team?
Learn how to add additional teams to your Endear account… 3. Click on Create team… Applies to: Admin only You'll be prompted to set up at least one team when you create your account
How to use the CSV Importer tool
Step-by-Step Guide… confirmation messages then select Confirm From the Success message, select Back to Endear Step-by-Step… Formatting your CSV files