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

In your Personizely dashboard, click on the gear button in the top-right corner of your screen and choose "Settings" from the drop-down menu:

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 in With CleverReach

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.

In the "Widgets" tab, choose the widget you want to connect to your CleverReach list and click on the blue pencil to edit it:

Edit Widget

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

Edit Element

Add an automated action:

Add 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!

Identifying subscribers

In order for Personizely to identify your CleverReach subscribers and sync the custom fields and tags assigned to their profile, a connection needs to be established between them and Personizely.

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

Now when a subscriber clicks on the link in your email, Personizely will be able to identify the visitor, map him to the subscriber in your CleverReach list and sync its data.
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