The CleverReach® Magento 2 Integration extension offers the synchronization of your Magento 2 newsletter subscribers and CleverReach® subscription groups.
The CleverReach® Magento 2 Integration will track customers who have followed the links in your email campaign. When a customer completes a purchase, the extension will send basic order details back to your reporting dashboard in CleverReach®. This allows you to analyze conversions generated by your mailings.
- Exporting existing contacts and customers including their order information
- Regular live export of new contacts and customers including their order information
- Double-Opt-In option for new customers
- Product search: Insert your products into your newsletter
- Connect Link extension: Statistics about orders and turnover from each email campaign
- Option to allocate different online shops to your CleverReach account
The CleverReach® Magento 2 extension can be installed within a few minutes by going through the following steps:
Unzip the file in a temporary directory
Upload it to your Magento installation root directory
Disable the cache in admin panel under System >> Cache Management
Enter the following in the command line (upgrade database):
php bin/magento setup:upgrade
Enter the following in the command line (deploy static content):
php bin/magento setup:static-content:deploy
You might need to fix permissions on your Magento installation
After opening Stores -> Configuration -> Advanced -> Advanced, the module will be shown in the admin panel
After the installation is complete, CleverReach® configuration can be set by clicking on CleverReach® icon in the main menu located on the left-hand side of the screen.
First use wizard
When the extension is launched for the first time, the configuration wizard will appear.
First step: Configurations
Connect with your CleverReach® account by clicking on “Connect” button.
To connect Magento and CleverReach®, enter your CleverReach® credentials and click on the “Authorize” button to verify credentials. If credentials are correct, connection is successful and “Next” button is enabled.
On this page, you can also enable or disable a product search feature, which allows you to search Magento shop products from your CleverReach® account, as well as the debug mode, which allows the system to log all user actions.
By clicking the “Next” button, you move on to the second step in the installation process.
Second step: Customer Groups
At this stage, you allocate shop customer groups to existing CleverReach® subscriber lists, and choose an opt-in form to send as a subscription confirmation email, if necessary. If “None” option is selected for CleverReach® subscriber list, the corresponding shop customer group will not be allocated to CleverReach®. If “None” option is selected for opt-in form, a default shop email will be sent.
Third step: Import
During the final step, you determine the batch size and the number of customers to be imported into CleverReach® system per one request. This number must be an integer between 50 and 250. After that, you can import customers by clicking on “Start import” button. The default value is 100.
After the initial configuration setup in wizard mode, you can change any configuration parameters in a tab mode.
Enable double opt-in
To enable double opt-in for each subscriber, go to:
[Stores] -> [Settings] -> [Configurations] -> [Customers] -> [Newsletter] -> [Need to confirm]
If the “Need to Confirm” value is set to “Yes”, each subscriber needs to verify their subscription to the newsletter, otherwise they will be subscribed automatically.
Please note that if this option is enabled in the first import of customers, all customers will get a confirmation email.
To connect your email campaign and shop products, go to Drag-and-Drop Editor in CleverReach® system and drag "Magento - Product search" to content of email.
You will find the plugin on the Magento marketplace: Download
1. Please note if double-opt-in is enabled in first import of customers, all customers will get a confirmation email.
2. All data will only be transferred from Magento to CleverReach®. A transfer from CleverReach® to Magento is not made.