CleverReachPRO

This knowledge base article relates to the WS Form CleverReach add-on. Included with the Agency edition or buy separately for other editions.

The CleverReach add-on lets you push new subscribers using an action, pull subscriber data using the WS Form autocomplete feature, and create new forms from your lists in a single click on the add form page.

Installation

The CleverReach plugin is installed in the same way as installing the WS Form PRO plugin.

Once installed you will need to activate the license for the plugin. When you purchase the CleverReach plugin, you will be given a license key. If you have lost your license key(s), click here.

To activate your license key:

  1. Click ‘WS Form’ in the WordPress administration menu.
  2. Click ‘Settings’.
  3. Click the ‘CleverReach’ tab at the top of the page.
  4. Enter your license key.
  5. Click the ‘Activate’ button.

If your license key fails to activate, please ensure you are using the correct license key and not your WS Form PRO license key.

Connecting to CleverReach

In order to use the add-on, you need to connect it to CleverReach. Connecting is easy!

  1. Click ‘WS Form’ in the WordPress administration menu.
  2. Click ‘Settings’.
  3. Click the ‘CleverReach’ tab at the top of the page.
  4. Click ‘Connect’ and follow the onscreen prompts

If you do not have a CleverReach account, you can create a new account here.

Creating a Form for CleverReach

Automatically

WS Form can create a form for any of our CleverReach lists in a single click. This process not only creates a form but also fully configures WS Form so that the form is ready to use immediately.

To create a CleverReach form in WS Form:

  1. Click ‘WS Form’ in the WordPress administration menu.
  2. Click ‘Add New’.
  3. Select the ‘CleverReach’ tab at the top of the page.
  4. Click on any of your CleverReach lists to create a form.
  5. Wait a few moments while the form is created.

That’s it! Your form will be created and is ready to add to your website.

If your list does not appear, click the refresh icon in the ‘CleverReach’ tab.

Manually

It is also possible to use any form created in WS Form and add an action so that it is submitted to CleverReach when a user saves or submits their form.

To add a CleverReach action:

  1. When editing your form, click the ‘Actions’ icon at the top of the page. The ‘Actions’ sidebar will open on the right-hand side of the page.
  2. Click the ‘Add’  icon to add a new action.
  3. Select ‘Add to a CleverReach List’ from the Action pulldown. A series of settings will appear.

As with all sidebars in WS Form, click to the ‘Save’ button at the bottom to save your changes, or click ‘Cancel’ to disregard your changes.

The CleverReach action settings are as follows:

When should this action run?

You can choose to run the CleverReach action when the form is saved, submitted, or both.

CleverReach List

Choose the CleverReach List you would like subscribers to be added, updated or removed from. If you have created a new list since viewing this screen, you can click the refresh icon to retrieve the new list.

Method

Select the CleverReach method you would like to call when the action runs. Choose from:

  • Subscribe
  • Blacklist
  • Delete
Opt-In Field

Use this setting to select which of your fields to act as the opt-in field. We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked opt-in checkbox on your forms to ensure you comply with GDPR requirements.

Field Mapping

Field mapping tells WS Form which of your form fields relate to the corresponding fields in CleverReach. For example you would want to map your Email field to the Email field in CleverReach.

To map a field:

  1. Click the ‘Add’  icon at the bottom right of the field mapping section.
  2. In the left-hand column, select your form field.
  3. In the right-hand column, select the corresponding CleverReach field.
  4. Repeat this process for each field on your form.
  5. Click the ‘Save’ button at the bottom of the sidebar to save your changes.
Custom Mapping

Custom mapping allows you to set a CleverReach field to any value you wish, including the use of WS Form variables. For example you might want to map a lead source (e.g. #blog_name) to the source field in CleverReach.

To add a custom mapping:

  1. Click the ‘Add’  icon at the bottom right of the field mapping section.
  2. In the left-hand column, enter a value or a WS Form variable.
  3. In the right-hand column, select the corresponding CleverReach attribute.
  4. Repeat this process for each field on your form.
  5. Click the ‘Save’ button at the bottom of the sidebar to save your changes.

Populate Forms Using CleverReach

As well as pushing form data with this add-on, you can also retrieve subscriber data and populate the fields on your form.

This feature is only available if a website visitor is signed in and their WordPress email address matches the email address of a subscriber in CleverReach.

To enable this feature:

  1. Click the form settings icon in the top toolbar when editing a form.
  2. Click the ‘Auto Populate’ tab in the sidebar on the right.
  3. Enable the ‘Populate Using Action’ setting.
  4. Choose ‘CleverReach’ from the ‘Action To Populate From’ pull-down menu.
  5. Select the list you wish to populate data from in the ‘List To Populate From’ pull-down menu.
  6. Map the CleverReach fields to your form fields.
  7. Select any choice fields you wish to map tags to (e.g. Select, Checkbox or Radio fields)
  8. Click ‘Save’ at the bottom.

Note that if you created your form using a CleverReach template the field mappings will automatically be created for you.