CleverReach

Estimated reading: 3 minutes

Overview

The AFI plugin enables you to connect your WordPress forms with your CleverReach account. This allows automatic subscriber addition to your email lists. Once someone fills out a form on your site, their data is instantly pushed to CleverReach and added to the selected group.

This is a perfect solution for growing your mailing list or automating lead collection.

Supported Features

✅ Subscribe users to a selected CleverReach group
✅ Map and send custom attributes (fields)

How To Setup

Step 1: Connect Your CleverReach Account

Before setting up an integration, you must authenticate your CleverReach account.

  1. Go to AFI > Settings > General

  2. Enable CleverReach from the platform list and click Save Changes

  3. A CleverReach tab will appear at the top – click on it

  4. Enter your Client ID and Client Secret

How to Get Client ID and Secret:

  • Log in to your CleverReach account

  • Navigate to My Account > OAuth Apps (or API > OAuth Apps)

  • Click Create New App

  • Add the required details and copy the generated Client ID and Client Secret

  • In the Redirect URI field of the app, paste the URI shown on the plugin settings page

  1. Click Authorize to connect your account securely using OAuth 2.0

Once connected successfully, the status will change to Connected

Step 2: Create a New Integration

  1. Go to AFI > Add New

  2. You’ll land on the integration setup screen

Title

Give your integration a name like “CleverReach Newsletter Signup” to keep things organized.

Trigger

  • Form Provider: Choose the plugin you’re using (e.g., Contact Form 7, Elementor, WPForms, etc.)

  • Form Name: Select the form you want to connect

Step 3: Configure the Action

Platform

Select CleverReach

Task

Choose Subscribe to List

This action will add or update a contact in the selected CleverReach group whenever the form is submitted.

Step 4: Map Fields

After selecting a group, AFI will load all available fields from CleverReach:

  • Group: Select the target CleverReach list/group

  • Email: Map this required field to the form field that collects the user’s email

  • Custom Fields: All available CleverReach attributes (like First Name, Last Name, etc.) will appear for mapping

Each field on the left is from CleverReach, and the dropdowns on the right let you map them to your form fields.

Step 5: Save Integration

Click Save Integration at the bottom.

That’s it! Your CleverReach connection is ready. Any new form submissions will now add the user to the selected CleverReach group.

Troubleshooting

If the integration is not working as expected:

  1. Go to AFI > Log

  2. Find the latest log entry related to CleverReach

  3. Check:

    • Was the correct group selected?

    • Was the email field filled?

    • Was the CleverReach API connection successful?

    • Did CleverReach return any error?

Make sure:

  • The Client ID and Secret are correct

  • The selected group exists

  • The email field is always filled (it is required)

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