How to Connect CleverReach with Woorise

Woorise gives you an easy way to integrate all of your forms with the CleverReach email marketing service. Collect and add subscribers to your email marketing lists automatically when a form is submitted.

Connect CleverReach to Woorise

1. In your Woorise dashboard click Integrations.
2. Find the CleverReach integration and click on Activate.
3. After activation a Settings link will show up.
4. Enter your Customer ID, Username, and Password. This is obtained from your CleverReach account.
5. Click Update Settings. If you’ve entered your account information correctly, you will be notified by green check marks next to each field.
6. Next, you will need to create a feed for CleverReach.

Creating a Feed for CleverReach

To integrate Woorise with CleverReach you will need to create a feed which will determine how the data is passed from your form to CleverReach.

1. Click on Pages and edit the campaign you want to be used with CleverReach.
2. Next, click the Form tab.
3. From this page, hover over Form Settings on the top menu, and click on CleverReach.
4. Click on the Add New button to add a new CleverReach Feed.
5. Enter a name for your feed within the Name field. This can be anything you want it to be, as long as it is unique.
6. Select the CleverReach Group you would like to add the subscriber to. This is the mailing list you’d like to add the subscriber to.
7. Map CleverReach Fields to your available Form Fields. You can also create custom fields that will appear within your CleverReach admin by selecting Add Custom Field when mapping a field.
8. Enable an opt-in condition. By using the Email Opt-In checkbox field, you are able to use conditional logic to only subscribe the user if a particular condition is met.
9. Choose a CleverReach Form to send an opt-in email upon form submission. This option will only appear if there are CleverReach Forms that are assigned to the selected CleverReach group.
10. Once all of your changes are made, be sure to click the Update Settings button to save your changes.

Now that you have setup a CleverReach feed, when the form you selected is submitted it will automatically send the data you have selected to the CleverReach List you have setup to receive data.