Take your Endear skills to the next level with free, online training from Endear Academy. Use our quick, practical videos and related articles to learn everything you need to know about how to get the most out of Endear.
In this video, you'll learn how to create and save a customer segment in Endear. Learn how to layer the right filters to get to the right list of customers.
In this video, you'll learn how to use the Excel CSV customer importer to import new customers and update existing customers in Endear.
In this video, you'll learn how to turn a note on a customer's profile into a task with a due date for yourself and/or others on your team.
In this video, you'll learn how to create a task that's linked directly to a saved customer segment with a due date for yourself and/or others on your team.
Learn about the retail communication funnel, store level marketing, and other best practices for sending messages to customers through Endear.
In this video, you'll learn how to send a message to a customer through Endear the same way you would through your personal devices.
In this video, you'll learn how to create and save a message template. Templates are a great way to ensure that your team is using the right language while also speeding up their outreach.
In this video, you'll learn how to send a message template to an entire segment or list of customers.
Take a tour of the Home page in Endear. Your Home page can give you a recap and easy access to the rest of your Endear account activity.
Take a tour of the customer segments section of Endear. Segments are dynamic lists of customers you can build based on various behaviors or characteristics.
Take a tour of a customer profile in Endear. Customer profiles give you insight into customers' purchase history and who else from your team is working with this customer.
Take a tour of the messaging section in Endear. Learn the basics on how to manage and monitor your inbox, send messages, and take advantage of shortcuts, drafts, and templates.
Take a tour of the creative section in Endear. Learn about Endear's Lookbook module, your live product feed, and how to import your own images.
Take a tour of the Tasks & Notes section in Endear. Learn how to create a task or note and assign it to another member of your team.
Take a tour of the Insights section in Endear. The insights section of Endear is where you can track overall team and user performance.
Take a tour of the Messaging report in Endear. Use your messaging report to determine how your team's messages are performing in terms of customer engagement and conversion.
Take a tour of the Sales Report in Endear. Use this report to find out how much in sales your various users and teams have generated over a chosen period of time.
Learn how to add a new customer directly from your dashboard. Ideal for building your client book on the go.
Learn how to quickly access your inbox from the dashboard.
Connect with your assigned customers at scale and quickly by using our My Customers quick action from the Home page.