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.
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 Audiences
Take a tour of the customer audiences section of Endear. Audiences 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' activity and who else from your team is working with this customer. From here, you can also begin a conversation with a customer.
Intro to Campaigns
Get an overview of the campaigns module in Endear. Learn about what they are and when to use them.
Working with Audiences
Intro to Customer Audiences
Take a tour of the customer audiences section of Endear. Audiences are dynamic lists of customers you can build based on various behaviors or characteristics.
How to Create and Save a Customer Audience
In this video, you'll learn how to create and save a customer audience in Endear. Learn how to layer the right filters to get to the right list of customers.
How to Turn an Audience into a To-Do List
In this video, you'll learn how to take an audience you've made and turn it into a to-do list to keep track of customers you've messaged!
Exploring Audience Filters
In this video, you'll get an overview of all of Endear's filters and see some of the most-used options.
Working with Endear's CRM
How to Create and Save a Customer Audience
In this video, you'll learn how to create and save a customer audience 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.
Creating Tasks
Take a tour of the Tasks s section in Endear. Learn how to create a task and assign it to another member of your team.
Viewing Tasks
Take a tour of the Tasks s section in Endear. Learn how to view tasks and see what you need to get done.
Messaging Customers with Endear
How to Send a Message
In this video, you'll learn how to send a message to an individual customer through Endear.
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 Audience of Customers
In this video, you'll learn how to send a message template to an entire audience, or list of customers, at once.
In-Depth Message Composition
In this video, we'll dig into mechanics of composing a message in Endear.
Using Campaigns
Intro to Campaigns
Get an overview of the campaigns module in Endear. Learn about what they are and when to use them.
Creating a Campaign from a Recipe
Learn how to easily create a campaign using one of Endear's pre-built campaign recipes.
Creating a Campaign from Scratch
Get a walkthrough of how to make a campaign from start to finish.
Managing Your Campaigns
Learn how to track your campaigns performance, see its recipients, and make edits.
Modern Retail Sales
The Retail Sales Cycle
Casey explains what the retail sales cycle is and why it's so important for success
Using Creative
Intro to Creative
Take a tour of the creative section in Endear. Get a brief overview of stories, products and assets.
How to Build a Story
In this video, you'll learn how to build a story in Endear
Sending Your Stories
In this video, you'll learn how to send those stories you made to customers.
Dashboards
Intro to Dashboards
In this video, you'll get an overview of our dashboards feature
Using Reports
Intro to Reports
Take a tour of the reports home page section in Endear. The insights section of Endear is where you can track overall team and user performance.
Intro to the Messaging Report
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.
Intro to the Sales Report
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.
Using Settings
How to Invite a User onto Endear
Learn how to use our help center and how to ask support your questions.
How to Transition Users Off of Endear
Learn how to disable a user after they no longer need access to Endear
How to Add or Close a Store
Learn how to add a new team or remove an existing team in Endear.
How to Adjust Notifications in Endear
Learn how to set up notifications so you are alerted about all the right things.