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CleverReach

3 min read

Intro

Are you searching for a smarter way to manage your email marketing campaigns and connect with your audience? Look no further than the QuillForms CleverReach addon. QuillForms is a user-friendly form builder plugin for WordPress that simplifies the creation of custom forms. With the CleverReach addon, you can seamlessly integrate QuillForms with CleverReach, a powerful email marketing platform designed to help businesses create, send, and automate engaging email campaigns. By combining the simplicity of QuillForms with the advanced features of CleverReach, you can capture form submissions and effortlessly nurture your leads through personalized and targeted email communications. In this guide, we’ll walk you through the process of setting up the QuillForms CleverReach addon and show you how to leverage this integration to optimize your email marketing strategy. Say goodbye to scattered data and hello to a streamlined and effective approach with QuillForms and CleverReach. Let’s dive in and unlock the full potential of your email marketing success.

How to setup

1. Go to the form you want to connect with CleverReach and click Integrations Tab.

Form Integrations

2. Click the “Connect” button.

3. For the first time, you need to connect your CleverReach account with Quill Forms.

  • Login to your CleverReach account, Click on the user icon in the top right corner and select ‘My Account’ from the dropdown menu.
  • Click on “Extra” from the menu and select “REST API”.
  • Click on the “Create OAuth2 app” button.
  • Enter a name for your application.
  • Get the Redirect URL from the setup instructions screen.
  • In the “Scopes” section, select
    • Recipients
    • Forms
  • Click on the app name to open the app details.
  • Copy Client ID & Client Secret and paste them.
  • Add your CleverReach Email.
  • Click the “Save” button then click the “Authorize” button.
  • Click the “Log in with my existing CleverReach® account and connect” button and log in to your CleverReach account.

4. Select a group and, and Map CleverReach fields.

5. Enable “Conditional Logic” if you like to run this connection under certain conditions only.

6. Click the “Save” button.

7. Now you’re all set! All your new form submissions will be processed with this connection. You can also run this connection manually for already submitted entries by clicking the “Run Connection” Button! You can also add additional connections with different CleverReach accounts, settings, or conditional logic.

Conclusion

The QuillForms CleverReach addon offers a powerful solution for optimizing your email marketing campaigns and connecting with your audience. By seamlessly integrating QuillForms with CleverReach, you can effortlessly capture form submissions and nurture leads through personalized and engaging email communications. Say goodbye to scattered data and hello to a streamlined and effective approach to email marketing. With the QuillForms CleverReach addon, you can focus on building strong customer relationships, delivering targeted content, and driving conversions. Take control of your email marketing strategy today and experience the power of this seamless integration. Start maximizing your email campaign effectiveness and watch your business thrive with QuillForms and CleverReach. Embrace the potential of email marketing success and elevate your business with the QuillForms CleverReach addon.