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Advice and answers from the Endear Team
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which sales will get added into my sales reporting
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… As part of this report, you
will
notice a metric named "Total order value"
which
calculates purchases
How to track campaign performance and usage in Endear
Monitor campaign effectiveness, analyze message metrics, and review
sales
data through detailed
reporting
features… specific campaign: Review detailed metrics for an individual campaign, including message reach and
sales
… generated by this campaign" select View Report Review your campaign's
sales
performance data
Reading your
Sales
Over Time Report
This
report
provides helpful data about every purchase attributed to a message sent through Endear… over Time report,
which
takes your role (user, manager, admin)
into
consideration… Note that this takes
into
account your predetermined attribution window
Why don't I see
my
customer's purchase in the
sales
report?
Find out why a customer's purchase might not show in your
Sales
report… There are 2 reasons why a customer's purchase might not show in your
Sales
report: The sale happened
What are Verified vs. Unverified Conversations?
How to handle unverified
Sales
Chat conversations… As conversations from
Sales
Chat come in, Endear distinguishes them as either verified or unverified
Which
orders
get
tracked in Endear?
Any transaction that takes place within your company's attribution window
will
be
added
to your Insights… By default,
sales
will
be attributed based on the following rules: If your message was an email… If your message was Saleschat: The app
will
consider all
sales
made within the same day So
Which
conversations
will
I see on
my
Home page?
For more information:
Which
tasks
will
I see on
my
Home page? Still Need Help?… Applies to: All (Users, Managers, & Admins) The Conversations card on your Home page
will
display
How do I see what message prompted a
sale
?
See what message prompted a sale from your
Sales
module under Insights… View what message prompted a
sale
… Applies To: All (Users, Managers & Admins) From the "
Sales
over time" report in Insights, you can
Why does the same transaction show up twice?
Find out why a transaction might show up twice in your
Sales
report… messaged the same customer and both messages fall within the window of attribution, the transaction
will
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… Applies to: All (Users, Managers, & Admins) Dig
into
the details of your customers orders to view…
sales
conversion