Connect Personizely with CleverReach
Follow the steps below to integrate your list building widget with CleverReach.
From your Personizely Dashboard, navigate to Settings > Integrations, where you'll see the list of available integrations. Locate CleverReach and click the Connect button on the right:
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":
Enter your credentials and click the login button at the bottom of the screen.
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 pencil to edit it:
If there is already a subscription form present, click on the pencil to edit:
Add an automated action:
Select the list where you would like the information/emails to be pushed to CleverReach and then press the "Save" button:
Congratulations, you've now set up your CleverReach sync!
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.
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.
From your Personizely Dashboard, navigate to Settings > Integrations, where you'll see the list of available integrations. Locate CleverReach and click the Connect button on the right:
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":
Enter your credentials and click the login button at the bottom of the screen.
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 pencil to edit it:
If there is already a subscription form present, click on the pencil to edit:
Add an automated action:
Select the list where you would like the information/emails to be pushed to CleverReach and then press the "Save" button:
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.
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.
Updated on: 11/02/2025
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