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Advice and answers from the Endear Team
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what are templates and how do i create one
Who else has access to
templates
?
See who can view and edit
templates
… While some
templates
are only useful to just
one
team, others might be helpful to everyone… Who can edit a
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… In Endear, you can
create
templates
for email, SMS/text messages, SalesChat, and WhatsApp*… Here's how to
create
and use
templates
: Navigate to your inbox
How do I view and filter my
templates
?
Learn how to access and filter your
templates
from your Inbox module… For more information on how to
create
new
templates
, refer to this article. 1… From the
Templates
page, you can view all all of your
templates
How to restore deleted
templates
Recover your deleted
templates
… Solution Overview Click on
Templates
Click on More Filters Click on Deleted Select… Click on
Templates
Step 2. Click on More Filters Step 3. Click on Deleted Step 3
How to enhance messages &
templates
Applies to: All With Endear, you can
create
engaging messages by adding stories, products, images… You can also streamline your communication by creating
templates
for frequently sent messages and using
How do I add a
template to a
message?
Save time by using
templates
in your messages… Learn more about creating
templates
… Overview: Compose a new message Click on Actions > Insert
Templates
Select your template
Understanding Campaign Permissions by Role Type
Managers can
create
campaigns for any team they manage and must also have at least
one
team assignment… campaign permissions Every role type can access the campaign builder to work with: Campaign
templates
… filtering and segmentation Campaign scheduling Duplicate existing campaigns to use as
templates
How to
Create
a Campaign
Who Can
Create
and Manage Campaigns?… Reconnecting with relapsed customers Event invitations New product releases Who can
create
… Select
Create
a campaign. 3
Template
Database
A list of popular
templates
to use in Endear messages… Applies to: All (Users, Managers, & Admins) Below you will find a list of popular
templates
to add… [DETAILS ABOUT THE PRODUCT] If you can make it in this week, I'll set
one
aside for you and even
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
