Maximizing Customer Engagement with Klaviyo and Endear
Brands in the US face the constant challenge of not only attracting new customers but also retaining and engaging existing ones. The solution lies in leveraging advanced technology to create personalized, data-driven marketing strategies. Enter Endear and Klaviyo, two powerful platforms that, when integrated, can revolutionize how retail brands interact with their customers.

Your Klaviyo account knows more about your customers than your best store associate does. And that's a problem.
Brands in the US have to attract new customers, and they also have to keep and engage the ones they already have. Klaviyo does a great job with the online side: email, SMS, automated flows and segments built on rich customer profiles. But when a loyal subscriber walks into your store, the person helping them usually can't see any of it. They don't know which emails that shopper opened or what's sitting in their cart. They may not even know the customer asked to stop getting texts last week.
That's where Endear comes in. When you connect Endear and Klaviyo, your marketing data and your in-store relationships stop living in separate worlds. In this guide, you'll learn what Klaviyo's customer engagement platform covers and where it stops. You'll also see how the Endear integration works, six practical ways to use the two together, and how to connect them in a few minutes.
Let's start with what Klaviyo actually does well.
Key takeaways:
- Klaviyo's customer engagement platform runs email, SMS and automated flows, but store associates usually can't see any of that data.
- The Endear integration brings Klaviyo profiles, marketing preferences and engagement into Endear, so associates only message customers who opted in.
- Endear sends its messaging events back to Klaviyo, so marketing sees store outreach and can avoid double-messaging customers.
- Let Klaviyo automate flows for your whole list while associates handle personal follow-ups, VIP win-backs and appointments.
- An Endear admin can connect Klaviyo in a few minutes through OAuth, with no API keys or developer time.
What Is Klaviyo's Customer Engagement Platform?
Klaviyo is a B2C CRM and marketing platform that unifies customer data and automates messaging across email, SMS, WhatsApp, mobile push and more. It organizes its platform into Klaviyo Marketing, Klaviyo Service and Klaviyo Analytics, all built on the Klaviyo Data Platform and its unified customer profiles.
In practice, that means a Klaviyo customer engagement setup gives you:
- Unified customer profiles. Browsing, purchase and engagement activity rolled into one record, with data pulled in from Klaviyo's 350+ integrations.
- Segmentation. Real-time audiences based on behavior, purchase history and predicted attributes.
- Flows. Automated sequences triggered by what a customer does, like a welcome series or an abandoned cart reminder.
- Predictive analytics. Klaviyo's customer profiles include predictions such as churn risk, expected next order date and customer lifetime value.
- Reporting. Campaign and flow performance, from open and click rates through to revenue.
If you're an e-commerce-first brand, Klaviyo's customer engagement software covers a lot of ground. So why do so many retailers with physical stores still feel like something's missing?
Is Klaviyo a CRM or a CDP?
Both, in a sense. Klaviyo positions itself as a B2C CRM, and it includes an embedded customer data platform (the Klaviyo Data Platform) that unifies profile data. What it isn't is a clienteling tool. It's built for marketers sending one message to many people, not for an associate managing one-to-one relationships on the sales floor.
Where Klaviyo Customer Engagement Stops: The In-Store Gap
Klaviyo is excellent at what it's designed for. Your store team just isn't who it's designed for.
Here's what that gap looks like on a typical Saturday:
- Your associates can't see marketing context. A customer mentions "the email about the new collection," and nobody on the floor knows which email that was.
- In-store knowledge never reaches marketing. An associate learns a VIP is shopping for a wedding in June. That detail lives in their head (or a notebook), not in any system your marketing team can use.
- Messages collide. Marketing sends a promotional blast the same afternoon an associate texts that customer personally. Now the customer gets two messages and might unsubscribe from both.
- Consent gets messy. If associates text from personal phones, nobody can check whether a customer opted out of SMS in Klaviyo.
- Attribution goes dark. When an associate's follow-up leads to a purchase, it rarely shows up as a marketing touchpoint.
None of this is a knock on Klaviyo's customer engagement solutions. It's simply a marketing platform being asked to do a clienteling job. The fix isn't to replace it. The fix is to connect it to a tool that's built for your stores.
It's simply a marketing platform being asked to do a clienteling job.
Understanding the Synergy Between Endear CRM and Klaviyo
Endear is a retail CRM and clienteling platform built for brands with physical stores. It connects to your POS and e-commerce platform so associates get a single view of each customer across channels. Integrating Endear with Klaviyo lets you combine the strengths of both platforms. Klaviyo keeps running your large-scale email and SMS marketing, and Endear gives your store team the customer context and tools to build one-to-one relationships.
Here's how data moves between the two with the Endear + Klaviyo integration:
Understanding the Synergy Between Endear CRM and Klaviyo
What syncs |
Direction |
Why it matters for your stores |
|---|---|---|
Customer profiles | Klaviyo → Endear | Associates see the same customers your marketing team is talking to |
Email and SMS marketing preferences (opt-ins and opt-outs) | Klaviyo → Endear | Associates only message customers who've agreed to hear from you |
Marketing engagement (such as campaign activity) | Klaviyo → Endear | Associates know what a customer has seen and engaged with online |
Endear messaging events (associate texts, emails and campaigns) | Endear → Klaviyo | Marketing sees every touchpoint, including one-to-one outreach from stores |
Because Endear also pulls purchase history from your POS and e-commerce platform, each profile shows online and in-store activity in one place. Your associates stop treating loyal online customers like strangers, and your marketers stop guessing what happened in the store.
(Want the field-by-field details? The Endear Help Center lists exactly what the integration pulls from Klaviyo.)
Personalized Customer Journeys
One of the main benefits of integrating Endear with Klaviyo is the ability to create personalized customer journeys that continue into the store instead of stopping at the inbox.
Klaviyo handles the automated side of the journey: welcome flows, browse abandonment, post-purchase emails. Endear uses the rich data from Klaviyo, your POS and your e-commerce platform to power the human side. For instance, if a customer frequently buys a particular type of product, an associate can send personalized recommendations and early access to new arrivals in that category. They can do it by text, email or WhatsApp through Endear Campaigns or a one-to-one message.
The result is a journey that feels coherent to your customer. The email from marketing and the text from their favorite associate are part of the same conversation, not two brands talking over each other.
Segmentation for Targeted Marketing
Effective segmentation is crucial for any successful marketing strategy. Endear gives you detailed insight into customer behavior, purchase history and preferences, including what happens in-store, which Klaviyo can't see on its own.
With both systems connected, you can build highly targeted outreach for groups such as:
- VIP customers, ranked by lifetime spend across online and in-store purchases
- Lapsed customers who used to shop in-store but haven't visited recently
- New customers whose first purchase happened at a store, not online
- Local subscribers who engage with your emails and live near a specific location
- Customers with a known preference, like a fit note or favorite category an associate captured in person
That last group is where store data really earns its keep. Klaviyo segments on what customers do online. Endear adds what associates learn in conversation. Each group gets relevant and engaging content, and nobody gets a "we miss you!" email the day after they spent an hour in your store.
Each group gets relevant and engaging content, and nobody gets a "we miss you!" email the day after they spent an hour in your store.
Combining purchase and loyalty data with Klaviyo segments
A common question is how to bring POS purchase history and loyalty data into Klaviyo segmentation. Klaviyo's 350+ integrations cover many e-commerce and loyalty tools directly. For store data, the gap is usually the POS. Endear connects to your POS and e-commerce platform (including Shopify) and brings that purchase history into one customer profile. Endear's messaging events also flow back to Klaviyo, so your marketing team can see store-driven outreach alongside its own campaigns. Check the Endear integrations page for the current list of supported POS and loyalty connections.
Connect Klaviyo, Shopify and your POS
Endear brings marketing preferences, online orders and in-store purchases into one customer profile for your associates.
Automation for Consistent Engagement
Automation is what keeps engagement consistent when your team is busy. With Endear and Klaviyo connected, each platform automates the part it's best at:
- In Klaviyo: welcome series, abandoned cart, back-in-stock and re-engagement flows for your whole list.
- In Endear: automated campaigns and associate follow-up tasks triggered by store activity, like a thank-you after an in-store purchase or a check-in before a customer's appointment.
This not only saves time but also means customers get timely, relevant messages from the right sender. Because opt-in and opt-out status syncs from Klaviyo, your associates' outreach respects the same marketing preferences as your emails. You don't have to reconcile spreadsheets to get there.
Data-Driven Insights for Continuous Improvement
Data is the backbone of any successful marketing strategy. Together, Endear and Klaviyo give you a wealth of data you can analyze to understand customer behavior and campaign performance.
In Klaviyo, you can track metrics such as open rates, click-through rates and conversion rates for your campaigns and flows. In Endear, you can see how associate outreach performs by store and by associate, and which messages turned into sales. When Endear's messaging events flow back into Klaviyo, you get a fuller picture of every touchpoint. That includes the one-to-one texts that used to be invisible to marketing.
That's how you start answering the questions your leadership team actually asks. Which stores are building repeat customers? Which associates are driving revenue? Does store outreach lift the results of your online campaigns? This data-driven approach lets you keep improving your strategy so it stays effective and relevant.
6 Ways to Use Klaviyo and Endear Together
Ready to put the integration to work? Here are six plays your marketing and store teams can run together.
- Turn engaged subscribers into store visits. Build a list of customers who regularly open your emails and live near a store. Have associates at that location send a personal invite to a trunk show or new-arrivals preview.
- Follow up after an in-store purchase. Let Klaviyo send the standard order email, and have the associate who helped the customer send a personal thank-you with styling tips a few days later.
- Win back lapsed VIPs with a human touch. When a high-value customer goes quiet, a note from "their" associate often lands better than another discount email.
- Book appointments from campaign engagement. Customers who keep clicking on a high-consideration product are good candidates for a one-to-one styling session through Endear Appointments.
- Launch a new store with a warm list. Use Klaviyo engagement and location data to find customers near your new location, then let the new store team introduce themselves before opening day.
- Stop double-messaging. Because Endear sends its messaging events to Klaviyo, your marketing team can see which customers associates have already contacted and plan around them.
Notice the pattern? Klaviyo finds the signal, and your associates turn it into a relationship.
Klaviyo finds the signal, and your associates turn it into a relationship.
How to Connect Klaviyo to Endear
Connecting the two platforms takes a few minutes and no developer time. An Endear admin can set it up:
- In Endear, go to Settings → Integrations.
- Click Add Integration.
- Search for and select Klaviyo.
- Click Connect with Klaviyo.
- Log in to your Klaviyo account if prompted.
- Review and authorize the permissions Klaviyo displays.
- You'll be redirected back to Endear, where Klaviyo will show as connected.
The connection uses OAuth, so you don't need to copy API keys, and data starts syncing automatically once you authorize it. For troubleshooting or to disconnect, see How to Connect or Disconnect Klaviyo to Endear in the Endear Help Center.
Want to see what your Klaviyo data looks like in the hands of your store team? Request a demo and we'll walk you through it with your own use cases.
The Future of Customer Engagement: AI That Works With Associates
As technology evolves, the integration between Endear and Klaviyo becomes even more powerful. Artificial intelligence is already changing how retailers act on customer data, and the retailers getting it right use AI to help their people rather than replace them.
Klaviyo uses AI for predictions like churn risk and next order date. Endear applies AI to the store side of the relationship:
- The AI Opportunity Engine surfaces a daily queue of high-intent customers and drafts brand-aligned messages. Associates can review and send in seconds, or automate entirely. Endear reports that one specialty retailer went from 60 outreach messages a week to 360 within six weeks, without adding headcount, and earned $35 in attributed revenue for every $1 spent on actioned opportunities with the AI Opportunity Engine.
- AI Notetaker lets associates capture visit details by voice, typing or photo and syncs them to the customer profile. The wedding in June no longer walks out the door at the end of a shift.
So, will AI replace your CRM or your associates? Not if you do it well. The winning model pairs AI that spots the opportunity and drafts the message with a person who knows the customer and decides what to send. That's how you scale personalization without scaling your team's workload or losing your brand voice.
Put Klaviyo data in your associates' hands
See how Endear turns Klaviyo engagement and store purchase history into personal outreach your store team can send.
Frequently Asked Questions
Does Endear integrate with Klaviyo?
Yes. Endear has a native Klaviyo integration that syncs customer profiles, email and SMS marketing preferences and marketing engagement from Klaviyo into Endear. Endear can also send its messaging events back to Klaviyo. Setup uses OAuth and takes a few minutes, with no coding required.
Does Klaviyo have a CRM?
Yes. Klaviyo describes itself as a B2C CRM, combining unified customer profiles, marketing automation, customer service tools and analytics. It's built mainly for marketing teams, though, so retailers with stores often pair it with a clienteling platform like Endear for associate-led, one-to-one relationships.
Is a CDP the same as a CRM?
Not quite. A customer data platform (CDP) collects and unifies customer data from many sources into single profiles. A CRM uses customer data to manage relationships and interactions. Klaviyo includes an embedded CDP inside its CRM, and Endear is a retail CRM focused on in-store relationships.
What are the pillars of the Klaviyo customer platform?
Klaviyo organizes its platform into Klaviyo Marketing, Klaviyo Service and Klaviyo Analytics, all running on the Klaviyo Data Platform, which unifies customer profiles. Together they cover messaging, customer support and performance reporting from a single source of customer data.
What platform combines Shopify data with Klaviyo for better customer targeting?
Klaviyo integrates with Shopify directly for online data. If you also have physical stores, Endear connects to Shopify (including Shopify POS) and Klaviyo, so online orders, in-store purchases and marketing engagement sit on one customer profile your associates can act on.
How do you increase Klaviyo open rates with enriched data?
Send fewer, more relevant messages. Richer profile data lets you segment on real preferences and recent in-store behavior instead of blasting your whole list. It also helps you suppress customers an associate has just contacted, which keeps your email from feeling repetitive or poorly timed.
What is the best customer engagement platform for retailers with stores?
There isn't one tool that does everything. Most omnichannel retailers pair a marketing platform like Klaviyo for large-scale email and SMS with a clienteling platform like Endear for the store team. The key is choosing tools that integrate, so customer data flows both ways.
Conclusion
Maximizing customer engagement is essential for the success of midsize apparel and retail brands in the US. Klaviyo gives you a powerful customer engagement platform for email and SMS. Endear extends it onto your sales floor, so your associates can act on that data and your marketers can finally see what happens in-store.
Together, the two platforms give you a complete way to manage customer relationships and marketing, with personalized, data-driven outreach that resonates with customers and builds long-term loyalty. Follow the practices above and keep optimizing based on what your data tells you. That's how you get the full value of Endear and Klaviyo: happier customers, stronger stores and steady business growth.
Ready to connect your Klaviyo data to your stores? Request a demo to see Endear and Klaviyo working together.
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