Endear Academy
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.
Working with Endear's CRM
How to Create and Save a Customer Segment
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.
How to Import and Update Customers in Bulk Using an Excel File
In this video, you'll learn how to use the Excel CSV customer importer to import new customers and update existing customers in Endear.
How to Create a Task on a Customer's Profile
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.
How to Create a Task on a Customer Segment
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.
Messaging Customers with Endear
Best Practices for Messaging Customers
Learn about the retail communication funnel, store level marketing, and other best practices for sending messages to customers through Endear.
How to Send a Message
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.
How to Create a Template
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.
How to Send a Message to an Entire Segment of Customers
In this video, you'll learn how to send a message template to an entire segment or list of customers.
Get to Know Endear
Intro to the Home Page
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.
Intro to Customer Segments
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.
Intro to Customer Profiles
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.
Intro to the Messaging Inbox
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.
