Skip to main content

CleverReach Module

This module allows you to insert subscriptions directly into your CleverReach database, ensuring that your email marketing lists are always up-to-date.

Typical Use Cases​

  • Automatically adding subscribers from chat to your email lists.
  • Keeping email list information current with subscriber updates.
  • Activating forms to e.g. facilitate double opt-in processes.

How to Use the Module​

Email Input​

Ensure the customer's email address is known by placing an Email module or Sign-in module earlier in your process.

Creating an OAuth2 app​

To integrate CleverReach, start by creating an OAuth2 app: Navigate to Profile -> My Account -> Interfaces -> REST API -> CreateOAuth2 app.

clever_reach_oauth

Select the scope Recipients to allow subscriber management.

clever_reach_recipients

After creating the OAuth2 App, retrieve your credentials (Client ID and Secret) from the OAuth2 App Data Tab.

clever_reach_credentials

Setting the Group Name​

The Group Name is also known as the Name of List. You can select a name from Recipients -> Lists. This decides on where you subscribe/unsubscribe customers to.

Data Mapping Example​

In the mappings you can configure target fields to write to. You can map customer data from LoyJoy to CleverReach fields (also called global attributes in CleverReach). Here’s an example:

Source Expression (LoyJoy): variable firstname

Target Field (CleverReach): global_attributes.firstname

Such global attributes have to be defined in CleverReach before for the email list in the fields settings.

Example CleverReach Double Opt-In Flow​

For a correct DOI flow, the following steps are necessary:

  • Check if the email address is already subscribed. Use the mode Check subscription status in the CleverReach module. The module will write the variable clever_reach_subscription_exists = true or false depending on the status.
  • If the email address is not subscribed, use the mode Subscribe to add the email address to CleverReach. In this module, be sure to set the Group Name to the correct list name and set Inactive on subscribe to true. The activation will be achieved by the DOI link sent to the customer.
  • Send the DOI email using the Send form mode of the CleverReach module. For this to work, you will need to create a form in CleverReach and set the Form ID in the module. The form should contain a DOI link that the customer can click to confirm their subscription.

All in all, you need three CleverReach modules to implement a complete DOI flow.