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Advice and answers from the Endear Team
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who gets notified about customer messages
Who
gets
notified
about
customer
messages
?
Endear has a sophisticated messaging routing system to ensure that no
messages
fall through the cracks… you don't want to be
notified
about
… We recommend that managers be assigned to only one location unless they would like to be
notified
about
What task activity are users
notified
about
?
Associates can choose what task activity to get
notified
about
… Managers, & Admins) Associates have the option to choose which task activity they'd like to get
notified
How do I resubscribe a
customer
to
messages
?
Resubscribe a
customer
to
messages
… Applies to: All (Users, Managers, & Admins) A
customer
may use the unsubscribe option at the end… However, Endear provides you with an option to resubscribe that
customer
How do I know
who
is assigned to a
customer
?
Easily tell
who
is assigned to a
customer
… How view
who
is assigned to a
customer
… Managers, and Admins) You'll be able to easily tell which user or users is assigned to any
customer
How do I see
customers
I'm Assigned to Endear?
Filter
customer
lists by the user
who
created the
customer
profile… How to view
customer
additions from other teammates… To view if/when another user has added a
customer
to your list on Endear, apply the 'Created by' filter
Who
else can see and respond to my
messages
?
You can see
who
is in your location from the Home screen. Still Need Help?
Klaviyo x Endear Integration
View
customer
marketing data, prevent over-communication, and sync Endear
messages
to Klaviyo… You can also see recent emails sent by Klaviyo, providing valuable context
about
what marketing
messages
…
Customer
Profile Insights
How are associates
notified
of tasks?
Applies To: All (Users, Managers, & Admins) Associates are
notified
of tasks when a task is assigned
Send Endear
Messaging
Events to Klaviyo
Automatically sync your Endear campaign
messages
to Klaviyo for unified
customer
tracking and improved marketing coordination… Endear
messages
appear as outbound marketing events in Klaviyo
customer
timelines… Note: In the event there is no matching
customer
, Klaviyo will automatically create a
customer
profile
How Do Campaigns and AI Opportunities Work Together?
AI
Customer
Outreach uses a coordinated system to deliver timely, personalized
messages
— without sending duplicates… A campaign sends to a
customer
who
has an open Opportunity → The opportunity is automatically canceled… How the System Prevents Duplicate
Messages
