Advice and answers from the Endear Team

Search results for:what does the leaderboard tell me

What do Endear's default reports tell me?

Endear provides basic reports out-of-the-box to help you understand how your team is doing… team they are currently signed into (visible at the top-left corner of the page)… team has sent and the sales they have driven

What does the 24-hour autoblock mean?

You can only reach out to a customer via the same method (SMS or Email) once before the 24hr block activates… So you can reach out via both methods in the same 24 hours… If a customer replies to any message (SMS or Email), it will not impact the 24-hr block

How do I know who is assigned to a customer?

Easily tell who is assigned to a customer… First select a customer from within a segment or by using the Search bar at the top of the app. ​… Applies to: All (Users, Managers, and Admins) You'll be able to easily tell which user or users is

Where can I see all the customers assigned to me?

Easily tell which customers you have worked with or have been assigned to… on your team to determine the viewing access… Displayed will be all of the clients assigned to you Step 1

How does the search bar work?

Learn how to search using the universal search bar… Go to the top right search bar to enter the what you're searching for. ​… Applies to: All (Users, Managers, & Admins) The top search bar, also known as the "universal search

Can customers start conversations with me?

When you receive an inbound email or an SMS, you can access the message they've sent you from your Messaging… If the customer is already in your database, their messages will automatically be added to their messaging

Why does the same transaction show up twice?

If two associates messaged the same customer and both messages fall within the window of attribution,… the transaction will show up twice in your report… If you want to delete one of the entries, you can delete a sale. Still Need Help?

How does Endear categorize an order as closed vs open?

What do the Shopify Order status options mean?… Applies to: All (Users, Managers, & Admins) When using Filters to create segments, you have the option… Closed- Closed meaning order or return complete Cancelled- The order was canceled

How does Tickets work?

Learn the capabilities of the support Tickets in Endear… view the ticket for Click the Down Arrow next to the ticket to view the entire ticket… Choose the customer you'd like to see the support ticket for 4

Why isn't our shortened link working? The original one does work.

Admins) If you find that your shortened link is not working correctly, there are a few options of what… you can do to troubleshoot it: Check to see if there is a system blocking the form when UTM… Your tech team could potentially turn that off for this page or apply UTM parameters to the link that