Skip to main content

Advice and answers from the Endear Team

Search results for:step 3 create your first template
How do I create a Campaign?
Learn step-by-step how to create a Campaign… 6. Create an Audience for your campaign… Senders for your Message Create an Audience to send the message to by using groups of Filters
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}}!
What are templates and how do I create one?
Create templates for frequently sent messages… How do I Create a Template?… Next Compose the message for your template
How to Invite New Staff Members: Step-by-Step Guide
Step-by-Step Guide… read this article on login methods and invite rules here before inviting new staff members for the first… Select + Invite staff 3
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 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
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 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 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 to install Shoppable Stories
Learn how to easily add this new sales channel, Endear Checkout app, to your account… Click on Create Story to create your first story! Step 1. Click on Creative Step 2… Click on Create Story to create your first story!