Advanced Features

THEA - Automation Center

• Sending an automated birthday mailing with THEA
• Introduction - Types of Automations and General Notes
• The single-track Automation workflow
• The multi-level workflow
• Tips, Tricks and Examples
• Troubleshooting

Advanced Contact Management

• Segmentation after registration through form
• Importing purchase data in recipient lists
• Joining recipient lists
• Evaluating the quality of a recipient

E-Mail Templates

• Content Personalization
• Template Converter: Convert email newsletter templates for CleverReach®
• Tell-a-friend link and “mailto” functionality (prefilled answer)
• Adding / editing categories
• Adding your own (HTML) template to your account
• Adding custom elements to your account

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Reports & Analysis

• How long are my reports stored?
• Tracking opens with CleverReach
• Activating the tracking of opens and clicks
• Using the CleverReach Conversion Tracking
• Convert contacts and measure your success with the CleverReach Connect link extension

Account

• CleverReach as the solution for agencies
• Using your own subdomain
• Language administration in CleverReach
• Recovery through backup
• Switching to the HTML or source text editor

Integration, Plugins & Apps

• Analysis of interface errors of CleverReach interfaces
• Drupal 8 - Plugin Installation Manual
• Drupal 7 - Plugin Installation Manual
• Typo3 Installation Manual for the Feuser Plugin
• Typo3 Installation Manual
• Installation ZohoCRM Integration

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User Administration

• Add users
• Add users with limited rights