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Magento 2 Extension - Features and Installation

The free CleverReach Magento 2 Plugin allows you to synchronize selected contacts and their order details in just a few steps and get started with your email marketing. Keep your customers posted on your latest offers – personalized and completely automated.

The CleverReach®-Magento 2 Extension uses, among others, the CleverReach Connect Link Extension. When a customer places an order, the plugin transfers the order details to your CleverReach® report. This allows you to measure the revenue generated through your emails.

This post tells you everything you need to know about the features of the extension and the installation process.

Features

Recipient list, data fields, segments and tags are created automatically

A recipient list including your customer data, data fields, segments and tags is created automatically. This doesn’t only save you valuable time, but also makes the plugin more user-friendly. You have all your contacts in a structured recipient list and can filter them for more targeted email marketing.

Which recipients are transferred?

Before the first synchronization you decide who should transferred to CleverReach as active – subscribers, buyers or other contacts. It’s important that you only transfer those contacts as active, who have given their consent to use their email address for receiving your newsletters in compliance with the GDPR.

There are three types of recipients you can transfer from your Magento 2 shop to CleverReach:

Subscribers: Everyone who has subscribed to your newsletter.

Buyers: All people who purchased something from your shop.  

(Other) Contacts: All people who have neither subscribed to your newsletter nor placed an order in your shop. In other words, all other people in your database.

Surely, you can also select all your contacts. The datasets are created as active recipients in the recipient list “Magento” in CleverReach. Click here for detailed instructions.

You can also change the [Settings] afterwards and e.g. synchronize further contacts.

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Which data are transferred?  

  • Newsletter subscriptions and unsubscribes
    • Recipients are saved with their respective newsletter status “yes“ or “no“
  • First and last name, gender, age, date of birth, address details…
  • Purchased products, revenue, order number, item number, product name, price, currency, quantity…
  • Product details of your Magento shop items, such as image, text, price, size, material…

Data are transferred bi-directionally.  

Example: When a recipient is added to CleverReach, updates their data or subscribes to our unsubscribes from your newsletter, the changes are also updated in Magento. It also works the other way around.

Unsubscribes in CleverReach are also transferred to Magento and set the email status of the respective customer to inactive.

Which data fields are created for my recipients?

The following details are automatically added to a recipient as data fields in CleverReach:

  • First and last name, street, ZIP code, city, state, country, company, shop, etc.
  • Number of Orders
    • Example: The data field "Number of Orders" allows you to filter by the number of orders as customer has placed, and exclusively contact the ones with more than 50 orders – send more targeted newsletters.
  • Total Expenses of Orders
    • The data field "Total Expenses of Orders“ allows you to contact customers who, for example, have spent more than 1,000 euros in your shop.

Which tags are automatically attached to my recipients?

When your Magento recipient list is created, tags are automatically attached to your recipients.

Your recipients automatically get tags concerning the shop name, product categories, attributes and manufacturers.  

Example: A customer buys a pair of black adidas shoes – they consequently get the following tags attached: Magento-Category.Shoes // Magento-Color.Black // Magento-Manufacturer.Adidas – You can use these tags for a more targeted segmentation.

Which segments are created automatically in my recipient list?

For each special tag, a segment is created automatically, which you can directly use for sending targeted emails.

How and how often does the synchronization between Magento and CleverReach take place?

There’s a regular real-time synchronization of new recipients and customers including their purchase details.

Additional Features:

Insert Double-Opt-In Forms & Use DOI Function

When you install our plugin, a double opt-in registration form is automatically created for your Magento 2 recipient list. You can find the form in the CleverReach plugin in Magento 2 under the [Forms] tab:

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You can create additional forms, edit the form and easily integrate it into your Magento store. You can also activate the double opt-in function for each store. You can read all the information and instructions in this Helpcenter article.

Automatically contact cart abandoners via newsletter

In the CleverReach Plugin Dashboard in Magento, you can set under the tab [Abandoned Cart] that if a customer has left his filled shopping cart and has not completed the purchase, he will automatically be reminded of this via newsletter:

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More information and help can be found in this Helpcenter article.

Tag-based email creation process available in CleverReach

Directly select a special tag group you want to send your newsletter to. Click here for more details.

Product Search

Add your products to your newsletter with just a few clicks.

Installation process

Get the CleverReach Extension for Magento 2

You have three ways to get our plugin:

  1. via the Magento Marketplace
  2. via the Magento Marketplace Access Key and
  3. you can add the plugin via the extension name

1st option: Magento Marketplace

Step 1: You can download our plugin from Magento Marketplace for free.

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Step 2: First, select your store version and then click [Add to Cart].

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Step 3: Proceed to the checkout and complete your order. Our plugin remains free of charge.

2nd option: Magento Marketplace Access Key

Step 1: Go to the Magento Marketplace: https://marketplace.magento.com/

Step 2: Log in with your Adobe account and go to [My Profile].

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Step 3: On the "Marketplace" tab, click [Access Keys] under [My Products].

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Step 4: If you don't have an access key yet, create a new one by clicking the "Create A New Access Key" button: give your new access key a name and your access keys can be used to authorize downloads from the Marketplace.

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3rd option: Add the plugin via extension name.

Step 1: Go to the Magento Marketplace: https://marketplace.magento.com/

Step 2: Sign in with your Adobe account and go to [My Profile].

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Step 3: On the [Marketplace] tab, click on [My Purchases] under [My Products].

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Step 4: Search for the CleverReach® extension in the list and select the CleverReach® extension version from the drop-down menu.

Step 5: Click [Technical Details] and copy component name and component version.

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Done! You have successfully added the extension.

Install CleverReach Extension for Magento 2:

Install the CleverReach® extension now within just a few minutes. There are also two options here - installation via Web Setup Wizard and via Commando Line.

As of Magento 2.4.0, the web setup wizard is removed. From this version on, the Commando Line is used for the installation.

Installation with the Web Setup Wizard:

Step 1: To install CleverReach for your Magento store, log in to your Magento 2 admin panel.

Step 2: Start the Component manager and click on [Sync]. You can find detailed help on how to start the Component Manager on this Magento help page.

Step 3: Please click [Enter Public and Private Access Key] and click [Sign In].

Step 4: Click [Sync] to make sure your system has access to the extension you purchased.

Step 5: Select the CleverReach® extension and click [Install].

Step 6: Follow the installation steps

Installation via the Commando Line:

To install via the Commando Line, follow the steps defined in the Magento Extensions Guide.


Important Notes

Migration of v2 users to v3

If you are already our customer and use the extension, you will be migrated to the new version without any problems and without the need to sign up again. Within the migration process, all your Magento customers who have activated the newsletter will automatically be transferred to CleverReach as active recipients. Other recipient lists (buyers or contacts) are neither synchronized nor deleted in CleverReach. At any time after the migration, you can activate the synchronization of contacts or buyers under the tab "Sync Settings”.

Connect Link Extension

The Connect Link Extension provides you with statistics on orders and revenues generated through your email campaigns.

Questions on the GDPR

Find answers to some general questions on the GDPR, browse through our feature page. If you’re still not sure whether you have collected your data in compliance with the GDPR, we recommend contacting your legal counsel.

Languages

The plugin is available in English, German, French, Italian and Spanish

Help & Support

If you have any questions or need our support, feel free to contact our service team at any time.

Have more questions? Submit a request

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