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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
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 can I CC or BCC someone on an email message?
Learn how Endear handles when someone is added the cc or bcc on an email conversation… What happens if a customer sends me an email with someone on the CC?… What if a customer sends me an email with another customer on the CC?
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
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
What are the sections in my Messaging inbox?
A break-down of the different sections in your Messaging inbox… Team Inbox: All of the the messages your team has received to its dedicated email addresses and phone… My Inbox: All of the conversations that you are participating in