Groups in the ENDVR portal help you organize stores for campaigns, communications, and reporting. Here’s how and why you might manage them:
Create a New Group
Use this option to organize stores by category, for campaign targeting, or region , which is ideal for Rep Access. Creating a group helps streamline communications, campaigns, and reporting.
Add Stores to an Existing Group
Add additional stores to a group that require the same campaign eligibility. This ensures every store in the group receives consistent updates, campaign access, notifications, and incentives.
Delete a Group
Remove a group that is no longer needed, such as after a campaign ends or a category becomes outdated. Deleting unused groups helps keep the portal organized and clutter-free.
Rename a Group
Update a group’s name to improve clarity, reflect a new campaign, or correct naming errors. Clear names make it easier to identify and manage groups effectively.
Getting Started
To begin, log in to your brand portal and select the “Groups” tab. This is where you can create, manage, and organize store groups for campaigns and communications.
Below is how you can perform each of the actions described above in the ENDVR portal
Create a new group
Create a new group
Step 1 - Select "Create Group"
Step 2 - Select Group Type
General Group
Use this group type to organize your stores for general purposes like campaign targeting, regional structure, or performance tracking. You can include any stores without restrictions, and these groups are not associated with any sales reps.
Sales Rep Group
This group helps organize which stores are linked to specific sales reps. Each store can only belong to one sales rep group, but a group may include multiple reps.
Step 3 - Name your group
You may name your group based on the campaign, the rep name, or anything that suits you
Step 4 - Add Stores to Groupo
Search for the store names you want to add and select them. Once all desired stores are selected, click “Create” to confirm.
Add stores to an existing group
Add stores to an existing group
Step 1 - Locate the group
In the Groups tab, search for the group you want to update and click on it to open.
Step 2 - Add stores to the group
Use the search field to find the stores you want to add to your group , and save them.
Pro tip 💡
If you're searching for a store, such as an ENDVR Retailer Store, we recommend simply typing "ENDVR." This will display all matching results. Including too much information in your search may make it harder to find the store you're looking for.
If the store is not available, please reach out to support.
Deleting a Group
Deleting a Group
Step 1 - Locate the group you wish to deleted
From your Group Tab, search for the Group you wish to delete
❗Important note
Group can not be deleted if the Group is part by a Live campaign
Step 2 - Delete the group
Once you've found the group, Select the Three Dots and click "Delete" in red.
Step 3 - Confirm
Confirm and you're good to go 😄
Renaming a Group
Renaming a Group
Step 1 - Locate the group you wish to Edit the name
From your Group Tab, search for the Group you wish to change the name for.
Step 2 - Open the Group
Click on the group name to open it. You'll land on Group Details
Step 3 - Update Group Name
Change the group name and select '' Next''
Step 4 - Save Changes
Click ''Save'' in the bottom right corner to save your update
Always feel free to reach out for questions by using the chat icon in the app,
or by sending us an email to support@endvr.io.
Great to have you onboard!