Advice and answers from the Endear Team

Search results for:what are merge tags and how do i use them

What are Merge Fields and how do I use them?

Send personalized bulk emails or text messages using Merge Tags… Merge Tags are variables which are replaced by the information in the field you selected when your message… How to Use Merge Fields

What are Story default settings and how do I use them?

Learn how to set up Stories for your team… Adjust your Stories' Settings Default Details: Font Family: Change how the default text… Shopify checkout is enabled, they can add the item to their cart Clickable: Items can be clicked and

What are message statuses and how do I change them?

How do I change a message's status?… Learn more about how your inbox sections work… At the top of the conversation you can press +Actions to Block to block a customer and no longer view

How do I merge customers?

Merging customer profiles in Endear… 4. Search for the customers whose profile you want to merge into this one - these will be the profiles that are "merged", meaning their record will be deleted after the merge is complete… Note: when you merge two customer profiles, the system will remove the “merged” customer record and move

What do customers see when I message them?

What do customers see when I message them?… Endear allows you to easily write and send messages to your customers over email and text… they are sent to

How do I add and remove tags from customers?

Create tags to easily filter your Customer lists … 3. From the drop-down menu, search and select, your New Tags… Put tags into action: How to apply filters Still Need Help?

What are templates and how do I create one?

How do I Create a Template?… Fill out the Name, Template Type (E-mail or SMS) and what teams have access to the template and click… They are commonly-used pieces of content that you can insert into your messages to serve as a base layer

How to enhance messages & templates

Learn to add images, products, Stories, links and more!… tags and how do I use them Still Need Help?… Merge Tags using the same features

How do I delete customers or avoid contacting them?

Customers cannot be deleted in Endear; however they can be archived by admins… searches, and therefore not included in outreach unless you seek them out… However, if you are adding customers manually, you can choose to remove their contact info and therefore

How do I use Endear's search bar?

Using the "Omnibar" search bar in Endear… (Users, Managers, & Admins) If you want to quickly find a specific customer or message, you can use… This search bar will always be located at the top right of your screen and can be used anywhere in the