CleverReach
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.
Go to AFI > Settings > General
Enable CleverReach from the platform list and click Save Changes
A CleverReach tab will appear at the top – click on it
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
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
Go to AFI > Add New
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:
Go to AFI > Log
Find the latest log entry related to CleverReach
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)