Follow the steps below to integrate your list building widget with CleverReach.

To begin: In your Personizely dashboard, click on the gear button in the top-right corner of your screen:



In the drop-down menu choose and click "Settings":

Settings

On the next screen, select the "Integrations" tab:

Integrations

In the Integrations tab, find CleverReach and click the "Connect" button:

Connect CleverReach

You will then be brought to a CleverReach login screen. If you already have an account, click on the button "Login with my existing CleverReach account and connect":

Login with my existing CleverReach account and connect

Enter your credentials and click the login button at the bottom of the screen.

Log in now & connect Personizely

Note: Now you need to choose which list you'd like new subscribers to join.

Click on the "Widgets" tab on the head portion of your screen:

Widgets

Then, click on the pencil to edit widget:

Edit Widget

If there is already a subscribe form present, click on the pencil to edit:

Edit subscribe form

Add an automated action:

Automation

Select the list where you would like the information/emails to be pushed to CleverReach and then press the "Add" button:

Select list

Congratulations, you've now set up your CleverReach sync!

Adding the CleverReach subscriber ID to campaigns

In order for Personizely to identify your CleverReach subscriber and evaluate the lists and tags assigned to their profile, a connection needs to be established between your Subscriber and Personizely.

Currently, CleverReach withholds the subscriber data that identifies your subscribers when they click links in your emails.

In order for Personizely to recognize someone clicking from your email as a subscriber, you will need to activate "Connect link extension" for each campaign you'd like Personizely to recognize subscribers from.

Connect link extension
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