Hello there,

✨ We’ve shipped a bunch of updates to make Endear work even better for you:

Appointments Improvements

• Flexible Appointment Booking Modes: Choose which calendars customers can book and set custom appointment intervals — giving you more control and flexibility.
• Custom Confirmation & Cancellation Redirects: After a customer books or cancels an appointment, redirect them to a custom page of your choosing (e.g., payment page or survey).
• Clearer Time Zones on Appointments: Appointment times now clearly display the relevant time zone, removing any ambiguity for both your team and your customers.
• Book Appointments via the Admin API: Create appointment bookings through the new Endear Admin API, opening up integration possibilities with existing workflows & third-party tools.

WhatsApp Campaigns

Supercharge your WhatsApp outreach now with WhatsApp campaigns. Use your existing, approved message prompts to setup large-scale campaigns, that seamlessly transitions to 1-to-1 messaging once the consent window is active.

Performance Metrics for Campaign Variations

You can now track performance metrics for each campaign variation to see which version of your message is resonating best and make data-driven decisions about your outreach.

Rich Text Support in Notes

Notes now support rich text and HTML content, including bold, italics, and links - making your notes more readable, especially for detailed customer interactions.

Hello there,

We're excited to announce campaign variations in Endear! This feature lets you create multiple versions of a single campaign, giving store managers flexibility to personalize messaging while you maintain centralized control. Our campaign variations include:

• Centralized campaign setup - Configure timing, audience, and structure once
• Automatic task assignment - Notify managers with deadlines to complete variations
• Pre-launch validation - Ensure all variations are complete before sending
• Team-based customization - Choose which teams get variations

Campaign variations help you scale personalized messaging across locations without losing oversight. Get started today!

Hello there,

We're excited to announce custom form fields for appointment bookings in Endear! This enhancement lets you collect specific information from customers when they book, helping you prepare for more personalized experiences. Our custom form fields include:

• Service-specific questions - tailor forms to each bookable service
• Customer profile sync - link responses to existing custom field keys
• Highly customizable forms - choose between different question types and adjust what's required

Learn more about setup to get started. Not using Endear appointments yet? Learn how appointments can transform your customer experience.

Hello there,

We're excited to launch Notetaker in Endear! This powerful AI feature helps you capture customer interactions right when they happen so nothing gets lost between the sales floor and your next follow-up.

Our Notetaker feature includes:

• Multiple capture methods - Type, voice record with live transcription, or snap photos
• AI-generated titles - Automatic note naming within seconds of saving
• Photo text recognition - Search handwritten notes and images by content
• Contextual tagging - Add labels like "in-store" or “Call” for better organization

Notetaker makes it effortless to document customer preferences and interactions on the go. Learn more or start capturing your first note today.

Hello there,

We're excited to announce new and improved integrations that automatically sync customer data into Endear, giving your team deeper insights for more personalized outreach.

• Ometria Integration - See a customer’s purchase history, order status, and sync your complete product catalog
• Yotpo Integration - Bring in real-time points balances and VIP tier status
• New Klaviyo capabilities - Export Endear messaging events for unified campaign coordination
• Custom field mappings - Import specialized customer data, unique to your brand, from anywhere

Learn more about Ometria, Yotpo, Klaviyo, or custom field mappings.

Hello there,

We're excited to announce that WhatsApp is now available in public beta in Endear! Connect with customers on their preferred messaging channel with GDPR and Meta-compliant outreach. Our WhatsApp integration includes:

• Meta-approved templates for proactive customer outreach, ready for use
• Unified inbox with SMS, email, and live chat
• Customer data sync for personalization opportunities
• Full conversation tracking and reporting

WhatsApp helps you scale compliant, high-converting conversations with customers worldwide. Learn more about setup and give it try today.

Hello there,

We're excited to kick off Endear's Fall Feature Drop with a week of launches that better unite your retail stack. From new & improved integrations to AI-powered clienteling, these updates bring all your tools and customer relationships closer together. Our Fall Feature Drop includes:

• WhatsApp messaging in public beta, now comes standard in Endear
• New Yotpo, Ometria, and Klaviyo integration updates
• Campaign variations for more HQ control and localized personalization
• AI Notetaker for instant customer interaction capture

These capabilities help you deliver and scale seamless, personalized customer experiences across your entire retail operation. Follow along this week as we spotlight each feature.

Hello there,

We're excited to announce that Business Insights has officially moved from beta to general availability! We've enhanced our dashboards and charts to deliver deeper insights into your customer engagement and sales performance within the Endear platform.

Our upgraded Business Insights includes:

• Comprehensive conversation metrics: Track message counts, open rates, click rates, and reply stats across all communication channels
• Advanced filtering options: Analyze by campaign, team, conversion time frame, and message engagement types
• Enhanced opt-out tracking: Monitor opt-out rates across campaigns, conversations, and messages with dedicated filters
• Improved conversion analytics: Measure how different message interactions drive sales with detailed attribution
• Streamlined reporting experience: Replacing our legacy reporting system with a more powerful and intuitive interface

As we transition to the new system, we'll gradually phase out older reporting tools to ensure a smooth migration. Explore our new Business Insights capabilities to uncover actionable insights that strengthen your client relationships and drive revenue growth.

Hello there,

We're excited to announce our new CSV importer in Endear! This powerful tool transforms how you bring customer data into our platform with unmatched precision and ease.

Our enhanced CSV importer includes:

• Intelligent field mapping: AI-assisted column matching automatically connects your data to Endear fields
• Real-time validation: identify and fix formatting issues before they enter your database
• Workbook-style editing: make corrections directly in the interface without starting over
• Format flexibility: seamlessly import various file types with automatic encoding detection
• Collaborative tools: share import projects with team members to streamline data onboarding
• Enterprise-grade security: protect your customer data with robust encryption during transfer

The new CSV importer eliminates the traditional frustrations of data migration, helping you maintain an accurate customer database without the technical headaches. Experience faster time-to-value with a data import process built for the way you work.

Hello there,

We're excited to announce that Endear, already the first and best CRM for retail stores, is now extending our solution to retail concessions! This expansion brings our powerful clienteling tools to beauty counters, kiosks, and other concession retail formats.

Our retail concessions solution includes:

• On-the-spot customer capture: Collect customer information directly at your beauty counter or kiosk
• Streamlined purchase logging: Record transactions manually or instantly with our integrated barcode scanner
• Concession appointment booking: Schedule personalized shopping experiences with customers at your location
• Omnichannel messaging: Connect with customers via Email, SMS, and WhatsApp before and after their visit

Endear for Retail Concessions helps you build lasting customer relationships beyond the traditional store environment. Elevate your concession experience with the same powerful CRM tools that have transformed retail clienteling.