Endear
Endear

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.

Using Reports

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Intro to Insights & 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

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

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.

Messaging Customers with Endear

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How to Send a Message

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

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

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.

FINAL_In-Depth Message Composition

In-Depth Message Composition

In this video, we'll dig into mechanics of composing a message in Endear.

Using Campaigns

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FINAL_What is a Campaign?

Intro to Campaigns

Get an overview of the campaigns module in Endear. Learn about what they are and when to use them.

FINAL_Creating a Campaign from a Recipe

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

Creating a Campaign from Scratch

Get a walkthrough of how to make a campaign from start to finish.

Final_Managing a Campaign

Managing Your Campaigns

Learn how to track your campaigns performance, see its recipients, and make edits.

Modern Retail Sales

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The New Proven Sales Model for Modern Retail Brands

The Retail Sales Cycle

Casey explains what the retail sales cycle is and why it's so important for success

Get to Know Endear

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Intro to the Home Page

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

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

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.

FINAL_What is a Campaign?

Intro to Campaigns

Get an overview of the campaigns module in Endear. Learn about what they are and when to use them.

Working with Endear's CRM

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How to Build and Save an Audience

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.

Importing Customers with a CSV

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.

FINAL_Creating Tasks

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.

FINAL_Viewing Tasks

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.

Using Settings

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How to Invite New Users to Endear

How to Invite a User onto Endear

Learn how to use our help center and how to ask support your questions.

FINAL_How to Transition Users off of Endear

How to Transition Users Off of Endear

Learn how to disable a user after they no longer need access to Endear

FINAL_How to Add or Close a Store in Endear

How to Add or Close a Store

Learn how to add a new team or remove an existing team in Endear.

Using Creative

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Intro to 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

How to Build a Story

In this video, you'll learn how to build a story in Endear

FINAL_Sending your Stories

Sending Your Stories

In this video, you'll learn how to send those stories you made to customers.

Working with Audiences

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Intro to Customer 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 Build and Save an Audience

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.

Turn Your Audience into a To-Do List

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

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.