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Advice and answers from the Endear Team

Search results for:which sales get added into insights
Which orders get tracked in Endear?
Any transaction that takes place within your company's attribution window will be added to your Insights… What about E-commerce sales?… By default, sales will be attributed based on the following rules: If your message was an email
How do I see what message prompted a sale?
See what message prompted a sale from your Sales module under Insights… Applies To: All (Users, Managers & Admins) From the "Sales over time" report in Insights, you can… View what message prompted a sale
How do I change which Team I am signed into?
Applies to: All (Users, Managers, & Admins) You can change the Team you are signed into if you are
Why do sales totals differ across my reports?
Learn why sales numbers may differ between various reports… The Team Sales Report report tracks the metric "Total Sales", which calculates all of the transactions… Team Sales Report
Reading Your Messages Sent Over Time Report
The Messages Sent Over Time report gives you insights into how messages from your team are performing and converting… You can also control which columns are displayed. Still Need Help?
Reading your Sales Over Time Report
over Time report, which takes your role (user, manager, admin) into consideration… Applies to: All (Users, Managers, & Admins) In the "Sales over time" report, you'll find a recap… Note that this takes into account your predetermined attribution window
What do Endear's default reports tell me?
Team sales this month:… based on your "Sales Over Time" report and your "Messages sent over Time"… You will be able to view these stats immediately upon clicking on the Insights button
How do I view the full order details of a purchase?
You can view the full order details of conversion through your sales over time report… From the Insights module, click on the Create Report button and select "Sales Over Time" 2… Applies to: All (Users, Managers, & Admins) Dig into the details of your customers orders to view
What is SalesChat?
Chat with Insights: The benefit of Endear SalesChat is access to useful customer insights at your fingertips… Ready to Get Started?… You can also set custom criteria so the widget appears at key sales opportunities (e.g., customer has
How do I export data from reports?
Only Admins can export Insights data from Endear… Applies to: Admins From within Insights, you are able to export your report results and save it as… This is a useful tool to send to others so they can import the data effortlessly into a different application