How to integrate Clever Reach

Created by Maja Bradonjic, Modified on Fri, 28 Apr 2023 at 10:42 AM by Ivana B

TABLE OF CONTENTS





1) Description


With CleverReach's integration, you can efficiently execute target group-focused newsletter campaigns.

The tool's user-friendly interface allows for easy and speedy implementation of email marketing, even for beginners, without requiring prior knowledge.




2) Entities





SourceTarget
Send Groups
Add Groups
Send Group AttributesAdd Group Attributes
Send Group SegmentsAdd Group Segments
Send Group ReceiversAdd Blacklisted Email
Send Receivers from SegmentAdd Mailing
Send Receiver's Orders
Send Group Forms
Send Forms
Send Blacklisted Emails
Send Attributes
Send Mailings
Send Channels





3) Steps


Step 1: Select the Clever Reach Integration


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.




Step 2: Enter the Integration Name


Enter the Name of the Integration.

You can optionally also enter a description.




Step 3: Log in to your account


Log in by clicking the 'Login' button within the integration panel.

 



Step 4: Choosing the account



In the following pop-up window, you will be able to log in with an already-existing Clever Reach account or create a new one. If you already have an account, proceed with logging in as shown in the image below:



  • Step 5: Inserting the credentials

    To locate your CustomerID, head over to your Clever Reach dashboard and click on your user profile as shown in the picture below, the CustommerID will be shown as the Account number:


    Insert your CustomerID, Username, and Password.



Once the credentials are inserted, simply press the ' Log in now & connect SyncSpider!' button to complete the integrating process.

 



Congratulations!  Clever Reach is now successfully integrated.




We hope that this covers everything. If you have any further questions or need additional clarification, please contact us via [email protected] or our chat widget!

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