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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.

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.