This document explains basic steps how to use the new version of the CleverReach® plugin for xt:Commerce and its functions.
This plugin enables the connection between your CleverReach® account and your xt:Commmerce shop. It includes the following features:
- Export of existing contacts and customers including their order information
- Regular live export of new contacts and customers including their order information
- Product search: Insert your products into your newsletter
- Connect Link extension: Statistics about orders and turnovers from each email campaign
- Option to allocate different online shops to your CleverReach® account.
To install the CleverReach® plugin, go to the Plugins section  and click on plugins uninstalled . After that, the CleverReach® plugin is listed  under module class: marketing, as shown in the image below:
To continue with the installation process, click on the green icon on the right as shown in the image below:
Connection to CleverReach®
When the plugin is installed/updated, you must log in to CleverReach®. To open the plugin, click on the Marketing section and choose CleverReach Newsletter . The plugin window should appear along with a list of stores  as shown in the image below:
On the left side of the plugin window, all stores are listed. The icon next to the store name indicates whether the store is connected or disconnected. On the right panel, all settings for the selected store are shown. There are three sub-panels: Authorization, Assignments and Export.
The authorization panel shows the status of each plugin function:
- product search activation
- shop / customer group assignment
If you are not logged in, other sub-panels are disabled.
To connect to CleverReach®, click the Login button as shown in the image below:
- Customer ID
After entering your credentials and hitting the Authorize button, the plugin is connected to your CleverReach® account.
The status in the Authorization panel is changed, the login time is shown  and the Assignment panel is enabled :
To use this function, the product search must be activated. This can be done by hitting the Activate product search button:
When the product search is activated, a green tick is shown:
When defining the content  during the process of creating an email in the CleverReach® admin panel, the activated product search for every shop is listed as a dynamic element  on the right-side menu as shown in the image below:
To export customers to CleverReach® lists and optionally send double opt-in emails, at least one customer group (first column in Shop / customer groups assignment panel) from your shop must be assigned to a group in CleverReach® (second column in Shop / customer groups assignment panel) as shown in the image below:
Connect Link extension
This function allows you to measure conversions through your CleverReach® interface. It requires the activation of the Connect link extension as shown in the image below:
When this feature is activated, go to [Reports] > [Campaign name] > [Overview] where the report for a specific campaign is shown. Statistics regarding campaign and conversion data can be found in the report:
Conversions can also be seen directly in the recipients' profiles. Go to a specific recipient and click on Purchase information . After that, all data regarding the recipient's purchases is shown :
1. This plugin supports only the xt-versions 4 and 5. A usage within the shopsystem Modified isn't offered with this plugin.