How to Connect CleverReach in WordPress

CleverReach in WordPress

When people say, “Money is on the list” What does it mean?

Currently, email is one of the most successful marketing platforms. Though social media also took a large portion of people’s attention, email marketing is the most beneficial way for any business. It depends on the marketing efforts, email quality, and proportion of your email list. So how can you build one?

First of all, you will need to find a perfect integration to grow your email list and do the marketing campaigns. In that case, we suggest you try  CleverReach in WordPress. Today, we will discuss how to use the CleverReach platform with Fluent Forms by Zapier. First, let’s see why CleverReach is a better option.

Why should you use CleverReach in WordPress?

The tool helps to seamlessly create professional newsletters in your WordPress backend. You can get subscribers in compliance with the data protection regulations of the CleverReach tool. Let’s find out what else the plugin can do.

  • You can make your email newsletters with the drag and drop editor.
  • Using this tool, you can integrate your signup form in the Gutenberg editor, Classic editor through shortcode or widget.
  • Contacts can be synchronized through the double opt-in option of CleverReach WordPress.
  • You can also transfer your WordPress content with the tool.
  • A flexible pricing plan is available for the convenience of users.

Now let’s dive into the steps to connect CleverReach in WordPress. 

To connect CleverReach in WordPress by Zapier, this article will help you to:

  1. Choose a form builder tool as the triggered app in Zapier.
  2. Connect Zapier by copy/pasting the Webhook URL.
  3. Select the target app (CleverReach WordPress) in Zapier.

So, without further ado, let’s jump in.

Use CleverReach WordPress with Fluent Forms

In this article, we are using Fluent Forms as a triggered app with Zapier. Why? Because it is now one of the fastest and the most lightweight tools in the WordPress community. Its drag and drop facility wins the hearts of people with its super-fast and smooth functionality. Besides, it comes with 65 pre-built templates, and 45+ input fields, 35+ third-party integrations for the users. Some unique features of the plugin are the signature add-on, custom CSS, advanced form, reCAPTCHA, radio button, and so on. So, why not integrate it with Zapier? 

Fluent Forms is connected with Zapier to tie up with 1000 more apps. CleverReach WordPress is one of them on the list. Now we are going to add the tool for a better email marketing campaign. First, let’s get an idea about the steps:

  1. Turn on the Zapier module
  2. Create a Webhook feed & get the Webhook URL from Zapier
  3. Save settings
  4. Test trigger
  5. Connect with CleverReach WordPress

If you already know how to connect with Zapier to WordPress by Fluent Forms, proceed from step 5.

Step 1: Turn on the Zapier module

Go to the Fluent Forms dashboard, activate the Zapier module from the Integration Modules of Fluent Forms pro.

Step 2: Create a Webhook feed & get the Webhook URL from Zapier

Now, make or select a form to connect with Zapier. Go to the settings of the chosen form. Click on the Zapier section from the left sidebar. Create a Webhook feed by clicking on the Add Webhook option from the top right corner.

Name the feed first.

Now, log in to your Zapier account, and click on the Make A Zap button from the top left section.

Search for the app Webhook on the Choose app & Event section. Then select Catch Hook from the Trigger Event, and press the Continue button.

Now, copy the generated URL.

Step 3: Save settings

Paste it in the Fluent Forms dashboard, where we created a Webhook feed. Finally, save the settings.

Step 4: Test trigger

You can test your trigger by sending a data sample to the connected feed. Just fill-up the respective form for a testing purpose, and then click on the Send Data Sample from the Zapier settings on the WordPress dashboard.

Click on the Test Trigger button, and you will see a successful request of a form field with a client’s information. At last, go through the Continue button to finish the setup.

Step 5: Connect CleverReach WordPress

Once the first step, Catch Hook, is completed, you will see the second step. Here, you can choose any app to connect with your form by Zapier. In our case, we are selecting CleverReach

Now, take any Action Event for your particular form. We are going for the Add/Update subscriber option and click on the Continue button.

Give a CleverReach WordPress account’s email and continue.

Here to continue the process, you have to fill up specific information fields. For example, list, email, opt-in, etc. To do this, log in to your CleverReach account. Go to the Recipients options from the left sidebar. Then click on the Add List button from the top right corner. Here, you can name and create your list.

Now, go back to your Zapier dashboard again. From the List option, select the list you have just created on your CleverReach WordPress dashboard, and set up all other required fields.

Now to test the trigger again, fill up your form and refresh the page. Then click on the Test Trigger option on the Zapier.

Whoa! We have successfully connected CleverReach WordPress with Fluent Forms with the help of Zapier. You can now go back to the CleverReach profile and check out who your subscribers are, and start different email campaigns for them.

To create campaigns, put your mouse on the Automation THEA from the left sidebar of the CleverReach dashboard. Select any template from there, and send your marketing emails whenever you want.

Easy or not?! Please let us know your thoughts in the comment section about this article.

To the end

To grow your email list, you have to focus on reaching as many as possible. Then by creating some interactive campaigns, and proper A/B testing, you can get the desired result. We hope this article helped you to learn the process of connecting the CleverReach in WordPress. 

If you want to know more about email campaigns, you can check out our articles on using ConvertKit and Moosend for a perfect knowledge of growing email lists doing email campaigns.

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