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Advice and answers from the Endear Team
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template database
Template
Database
A list of popular
templates
to use in Endear messages… [XXXX] represents a spot that the user of the
template
needs to manually insert information to personalize… the
template
to the customer they are sending it to
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… Select Message
Template
and Select the
Template
you would like to see 6
How do I add a
template
to a message?
Save time by using
templates
in your messages… Select your
template
and Click Confirm
Template
3… Applies to: All (Users, Managers, & Admins) Adding a
template
to a message can save you a lot of
Who else has access to
templates
?
See who can view and edit
templates
… When you create a
template
, you decide who you want to share your
template
with: Current team… You can update the permissions of a
template
after its been created by visiting the
template
in the Templates
What are
templates
and how do I create one?
Create
templates
for frequently sent messages… Fill out the Name,
Template
Type (E-mail or SMS) and what teams have access to the
template
and click… How do I Create a
Template
?
How to restore deleted
templates
Recover your deleted
templates
… Applies to: All (Users, Managers, & Admins) Did you accidentally delete your
template
(s)?… Click on More Filters Click on Deleted Select "Yes" Click Restore on the desired
template
How do I view and filter my
templates
?
Learn how to access and filter your
templates
from your Inbox module… More Filters: You can also filter on who created the
template
and whether or not the
template
is deleted… Viewing
Templates
- Old Inbox
How to enhance messages &
templates
Stories to a message Adding images to a message Adding links to a message Adding a
template
Can customers start conversations with me?
If the customer is already in your
database
, their messages will automatically be added to their messaging
What is the difference between the First Seen and First Added filters?
For example, the day your customer first made a purchase and therefore entered into your POS's
database
