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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?
Learn how to personalize your message with customizable personalized bulk emails or text messages using Merge Tags… How to Use Merge Fields… In these cases, merge fields can ensure personalized messages every time
How to create and manage WhatsApp message prompts
tag best practices: Merge tags can be used in WhatsApp prompts just like any other Endear message… Learn more about merge tags here… Avoid placing merge tags at the beginning or end of messages Tip: It's common to end messages with
How do I merge customers?
Merge duplicate customer records to improve data accuracy and sales attribution… You can use the method below to merge customers who may not be recognized by our system as duplicates… Important: When you merge customer profiles, Endear will permanently move all their data to the primary
Should I use a tag or custom field?
Learn the benefits and differences of tags and custom fields… How to Effectively Use Tags to Organize Your Customers… You can use tags to categorize particular items that customers may be interested in, or to add additional
How do I add and remove tags from customers?
Create tags to easily filter your Customer lists … Select Remove Tags from the drop down. Step 3. Search or select the tags you want to remove… 2. To remove a tag for an individual customer:
How do I message multiple customers?
What are merge fields and how do I use them? How do I create a Campaign?… For audiences larger than 50 customers, use an email or SMS campaign. ​… tags
What customer data is synced over from Shopify?
All your customer's contact info, order history, and tags will be imported… Use descriptive and consistent tags to organize your customer base effectively… All your customer's contact info, order history, and tags will be imported into Endear in real time
Understanding Endear's automated customer deduplication process
You can also use this method to merge customers who may not be recognized by our system as duplicates… What Happens During a Merge… Temporary duplicates in your customer list are normal and will resolve If you need to merge
How do I change my Email display name?
You can use the following merge fields for your custom Display Name: ##########################… adjust Scroll down to Messaging Defaults and click Edit next to Email from View available merge… View Available Merge Fields 6. Adjust your Email Name 7. Click on Save
How to create and use templates in Endear
Here's how to create and use templates: Navigate to your inbox… Compose your template content with desired enhancements Save and use the template in your messages… Select Save to store your completed template for future use