Advice and answers from the Endear Team

Search results for:what is the difference between first seen and first added

What is the difference between the First Seen and First Added filters?

Learn the difference between First Seen and First Added… Applies to: All (Users, Managers, and Admins) 'First seen' is the first time your brand encountered… 'Date added' is the date the client was added into Endear

What is the difference between Admin, Manager, and User?

Learn the different permissions of each user based on their user role… They can switch between locations, create tasks and segments for different locations and users, and assign… They have access to just the location(s) they are added to and can only create segments for themselves

What is the difference between converted messages and clients

What is a Converted Message and Client?… This information is important for any business that is looking to track the success of their messaging… Converted messages and converted clients are often similar, but not always the same

How do I update my profile picture

How to upload your own profile picture that will be seen in the app and SalesChat… We recommend a 1:1 aspect ratio and accept .GIF, .JPG, .JPEG, and PNG for your photo Solutions Overview… can easily spot you across the app

What data is pulled from the Klaviyo integration?

There is no technical knowledge or setup required Review the data compatibility table below for details… Endear app and adding Klaviyo… You will need both your public and a private API key. Both can be found/generated here

What is a Draft?

Any message you started writing but didn't send is automatically saved as a draft… to: All (Users, Managers, & Admins) With Endear, any message you started writing but didn't send is

How can users start sending messages?

Learn what is required for users to start sending messages… Users can start sending emails as long as they are assigned to a team location. 2… They will only be able to send text messages if their location has an associated phone number

What data is pulled from Gorgias?

What can I filter from Gorgias… Applies to: All Users Get a peek into how your customer is communicating with your brand, with Tickets… Until Date Create Date Updated Date Deleted We are actively working on optimizing the

How do I change which location I'm signed into?

Switching between locations in Endear … Click the drop-down arrow next to the location name in the upper left corner… All (Users, Managers, & Admins) If you are assigned to more than one location, you can change the

How do I switch between brands?

If you work for two different brands using Endear, you can easily switch between the two at any time… Solution Overview Click on Brands in the bottom left corner Click on the Brand you'd like… Applies To: All Users If you belong to one or more brands, you can easily switch between brands