Advice and answers from the Endear Team

Search results for:what are templates and how do i create one

What are templates and how do I create one?

Create templates for frequently sent messages… 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

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?

What are Merge Fields and how do I use them?

Click a field from the list and choose how you'd like Endear to proceed when we the chosen field is empty… Once you have finished writing your message, click Preview to preview it and see how the merge fields… How to Use Merge Fields

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 see all my templates?

Access your templates from your Messaging module… Learn how to create templates. 1. Click on Inbox 2. Click on Templates 3… You can also search for a template and filter your search by Type of messages or add more filters by

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

Paused a one-time campaign to edit, but now it won't run. What do I do next?

How do edit and re-run a one-time campaign… How to duplicate a campaign… to be edited, you can pause it to make the changes, but you will need to create a duplicate of the campaign

How do I create a Campaign

Learn step-by-step how to create a Campaign… One time Campaigns - Choose a start and stop time and how many recipients can receive the campaign before… How do I build a Campaign?

How do I create a task?

Organize and prioritize your work with Tasks… To Create a Task from Home page… To Create a Task from the Tasks Module:

How do I create a Story?

Learn how to create engaging and clickable content with Stories… for their customers to engage with and shop from, then they will want to learn how to create a Story… Click on Create Story 3