Advice and answers from the Endear Team

Search results for:what profile details can i edit about a customer

What profile details can I edit about a customer?

View a customer's profile and update details in Endear… How to edit a customer profile section… A window will open for you to specify details about the customer

How do I add and edit Customer profile custom fields?

How to create custom fields and edit their format and visibility. Custom fields are available to Admins on the Professional plan… One advantage of creating a custom field over a tag is you'll be able to control the format and who can… Along with picking a type of field, you can choose to allow users to edit this field, or require that

How do I see customers I'm Assigned to Endear?

Filter customer lists by the user who created the customer profile… Note that when a user creates a customer, when they are assigned to that user is is automatically added… To view if/when another user has added a customer to your list on Endear, apply the 'Created by' filter

How do I manage a customer's subscription?

When can I resubscribe a customer?… External vs Endear: For a given contact it can have a subscription status managed by an external app… You cannot manually subscribe a customer back into texting

What details are displayed in a Story?

See what details customers can view in your team's Stories… Applies to: Admins You may want to change what details are displayed in your Stories… Users can also make custom settings for a Story they create, but setting defaults will save you and your

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… Search for a specific ticket You can view that status of support tickets

Who gets notified about customer messages?

Endear has a sophisticated messaging routing system to ensure that no messages fall through the cracks… in that conversation with the customer, we will send them a notification. 2… If a new customer (someone no one on your team has contacted in the past) writes into one of your contact

How do I add a note to a customer?

How to add a note to a customers profile… Enter information and click on Link a customer 4. Link your customer and click on Create… Applies to: All (Users, Managers, and Admins) Solutions Overview: From the customer profile page

How can I use UTM's to track customer engagement?

Customer interactions on messages and Stories can be tracked in Google Analytics and other similar platforms through our default UTM's… If a customer landed on a lookbook before landing on your site, this parameter will be 'lookbook'… When any of the shortened links are clicked in a text message, email, or Story, the customer will be

Can I save a message?

Write a message and save it to edit or send later… How do I Save a Message?… Applies to: All (Users, Managers, & Admins) In Endear you no longer need to manually save a message