How to Create CleverReach Opt-in Forms in WordPress to Capture Leads

CleverReach is one of the leading solution providers for email marketing. In this tutorial, we will learn how to integrate MailOptin with CleverReach so you can start capturing and saving leads with conversion-optimized email sign-up forms (AKA opt-in forms) to your account.

Firstly, ensure you’ve connected CleverReach by authorizing MailOptin to have access to your CleverReach Account. Do this by following this guide. When you are done, return to this page.

Then go to the Optin Campaign page and click the Add New button at the top to create an optin form.

Enter a title for the campaign, select the optin type (for this tutorial, we’ll select lightbox), and click the optin form design you want.

You will then be redirected to the form builder where you have options and the flexibility to customize the optin form to your heart content.

MailOptin WordPress Optin form builder

See: Adding Extra Fields to Your Optin Form

Having finished customizing the form, open the Integration panel, Select CleverReach in Email Provider dropdown, the CleverReach Group List to subscribe users to, and optional Tags.

To enable double optin, select a CleverReach form you created in your account dashboard that MailOptin will use to send the double optin email.

To map first name and last name to CleverReach, you will have to create a custom intergroup field in CleverReach (See how). After that, you click on the ‘Advanced’ link in the customizer which would drop down the First Name Field and Last Name Field and map them appropriately. As seen below:

To actually get the opt-in to display on your site, toggle the activate switch ON at the top (close to the “Save Changes” button).

Navigate to the “Display Rules” panel. If you want the opt-in form to be displayed everywhere (all pages) of your WordPress site, also check “Globally load optin” otherwise use the page-level targeting and triggers to determine how and where in your site the opt-in will be shown.

MailOptin display rules and targeting Page level targeting of optin forms

Finally, save the changes. Preview your website and you should see the optin displayed. If it doesn’t show up, be sure to clear your website and browser cache.

Follow the guide below to learn how to create other popular types of email opt-in forms. And don’t forget to select CleverReach at the Integration panel.

Tags: cleverreach