Ninja forms cleverreach

Ninja Forms CleverReach

Version: 3.1.5

Last Update: September 6, 2021

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Ninja Forms CleverReach

Ninja Forms CleverReach integration allows you to seamlessly connect your WordPress site with CleverReach, a comprehensive email marketing platform. By following a few simple steps, you can enable communication between your WordPress site and CleverReach, facilitating the efficient collection and management of subscribers. Let’s walk through the process:

Connect Ninja Forms to CleverReach:

  1. Navigate to Ninja Forms > Settings in your WordPress dashboard.
  2. Click on the “Connect to CleverReach” button within the Ninja Forms settings.
  3. You will be redirected to CleverReach, where you should enter your credentials to receive an access token automatically.
  4. Save your settings after connecting to CleverReach.

Add a CleverReach Action to Your Form:

  1. Go to Ninja Forms > All Forms and edit the form to which you want to add CleverReach integration.
  2. On the Emails & Actions tab, click the blue (+) button at the bottom right to add additional actions.
  3. Add the CleverReach action from the available options.

Configure the CleverReach Action:

  1. Choose your subscriber list from the List dropdown. Lists are combined with their assigned CleverReach opt-in forms.
  2. The fields and interest groups from your CleverReach list will appear below the list dropdown. Map these fields to the corresponding fields on your Ninja Form using the merge tags via the merge tag icon on the right of each CleverReach field.
  3. In the Advanced Settings section, decide whether your users should receive a confirmation mail (Double opt-in).
  4. Click Done, save your form, and you’re ready to collect subscribers.

Adding an Opt-In Checkbox to Your Form:

If you want to allow users to subscribe to your campaign from any other form, you can add a CleverReach opt-in field:

  1. Simply add the CleverReach opt-in field to your form like any other form field.

By integrating Ninja Forms with CleverReach, you streamline the process of managing subscribers, making your email marketing efforts more efficient and targeted. Whether you’re running a newsletter signup form or want to allow users to subscribe to your campaign from various forms, this integration provides a seamless solution for effective email marketing within your WordPress site.

 

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