During initial synchronization, if not exists, the default form will be created with the same name as the integration list. After a successful initial synchronization a modified dashboard screen will be shown.
By clicking on the “Signup-Forms”’ element, your CleverReach forms bound for the specific integration list will be listed.
To create a new form, under CleverReach > Forms dashboard click on “Add form”.
Please be so kind and choose a form name and select your WordPress integration list.
After a minute, the created form will appear in the form’s list on the plugin dashboard page.
Underneath the form, a link will be displayed. By clicking on this link, the page for editing selected form will be opened in the new tab.
The form can be shown on the frontend through shortcodes. By clicking on the copy button, a shortcode will be copied in the clipboard.
A copied shortcode can be pasted in the classic editor. Under the Posts you can click on a post that you would like to edit. Then the classic editor will be opened.
In the editor you just have to paste the copied shortcode. Afterwards you should click on the update button. To check how the form looks on the frontend, please be so kind and click on the preview button.
A form will appear on the frontend page: