Convert Pro offers seamless integration with CleverReach. You can connect Convert Pro with CleverReach by following the steps below.
Before we move on to the integration, you need to be sure that you have installed and activated the Convert Pro Connects Addon. This addon is responsible for all the integrations with the third party email marketing softwares.
Step 1 -> Create a Call-to-Action
Step 2 -> Design it as per your needs
Step 3 -> In the editor, move to Connects
Step 4 -> Select CleverReach
Step 5 -> Authenticate your CleverReach account.
You are asked to enter the your CleverReach Customer ID, Username and Password. These are needed to authenticate your account so that Convert Pro can send lead data into the respective list.
Step 6 -> Select a list
Select the list you wish to integrate with.
Note: In case you have more than one field, you will be taken to another step where you’ll be asked to map the fields in your Convert Pro form with those in the CleverReach list. The email field is mapped by default.
Let us say I have a few custom fields created in CleverReach, and I wish to map them with a field in Convert Pro. You will need to select Field as Custom Field in Convert Pro and enter the field name.
But, lets say I have the CleverReach custom fields as shown in the screenshot below.
NEW_FIELD is my custom field name that I have write as new_field in Convert Pro. You simply need to write it in lower cases while entering it in Convert Pro.
Step 7 -> Save your settings and you are done!
All the leads you capture through this call-to-action will now be stored in the CleverReach list that you just selected.
Need help? Get in touch!