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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 messages sent this month
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 can customers opt-out of SMS messages?
Learn how customers can opt-out or opt-back-in to receiving SMS messages… On the customer profile, view their Marketing preferences on the right-hand side… How does a customer opt-in to SMS messaging?
What is the new inbox?
Learn about the changes to your inbox and how to try it out in beta… new inbox is currently in our Beta phase, which gives you the option to toggle between the interfaces… The new Inbox interface looks like the below. Give it a try!
How to Use Retail Concessions in Endear
Select the customer if you started from the Home Page Confirm the currency is correct Select… What retail concessions does:… What retail concessions does not do:
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?
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
Understanding data usage in AI Opportunity Engine
Learn what customer data the AI feature accesses, how it generates personalized drafts, and available privacy controls… This article explains what data the AI uses, how it processes information, and the controls available… What data does AI Opportunity Engine use?