Everest Forms Cleverreach feature allows you to synchronize Everest Forms with CleverReach.
Installation #
- Firstly, you need to purchase the Everest Forms pro plugin.
- After the successful purchase, you will get the plugin zip file under your WPEverest account page.
- Now, you can download the Everest Forms pro plugin.
- Through your WordPress Dashboard, visit Plugins -> Add New -> Upload and then choose the downloaded zip file and then install and activate it.
- Then, go to Everest Forms -> Dashboard -> All Features -> CleverReach
- Click on the toggle button to activate CleverReach.
- Now you are ready to use this add-on for your site.
Now, follow the instructions below to integrate CleverReach with Everest Forms:
Set up Cleverreach Account: #
To use this feature, you must have an Cleverreach Account that you will need to connect with the Everest Forms.
If you already have an Account then please find the Client ID and the Client Secret of your CleverReach account, since you will need them for connection. You can find them in your CleverReach account by following this doc: https://rest.cleverreach.com/howto/
If you do not have an CleverReach Account then you will need to create an account first and then come back to this documentation to set up the connection.
Configuring CleverReach Account in Everest Forms #
After you have got the client Id and client Secret, you will need to enter the CleverReach Client ID and CleverReach Client Secret to Everest Forms settings.
Navigate to Everest Forms->Settings->Integration->CleverReach and click on Add New Connection button.
Enter the CleverReach Client ID and CleverReach Client Secret and CleverReach Nick Name and click on Get Access code.
After that a new tab, and click on Log in with my existing CleverReach account and connect button. Now, you have to enter your Customer ID, User name and Password.
You will get the access code now enter that copied access code in Access Code input field then click on Connect to CleverReach button.
You can also connect multiple CleverReach API.
Integrating CleverReach Lists with Forms #
Note: You have to create lists in your CleverReach Account. The created list will be shown in the CleverReach Individual Form Settings after you connect it to the Everest Forms.
After you have added the keys to the Everest Forms settings, now you need to connect it to the contact form you made.
To do so, Click on Everest Forms > All Forms >(click on the form you want to connect)
Then, go to Integration->CleverReach and click on Add new connection. Give a name to the connection.
On the right, you can Select Account with which you have created your list. Also, you can add a new account from there.
Now, on the Select List option, choose the CleverReach list that you created.
Finally, map Everest Forms fields to CleverReach List Fields.
Conditional Logic for Adding Subscribers #
Use Conditional Logic: You may want users to subscribe to ClevereReach only if they fill certain fields with certain values. For example, in the above case (see image above), the users will only be added to the Cleverreach list if they enter John in the First Name input.
