How To Sync Multiple Fields Data With CleverReach?

Third party sync allows you to synchronize your local campaigns with your third party mailer lists. By default, it synchronizes only the EMAIL field.

If you want to synchronize other fields, you need to use the same FIELD NAME in your form & third party mailers for every individual field.

In order to sync multiple Fields with CleverReach, you need to follow the given steps.

I. In CleverReach

i. Login to your account and go to Lists and select the list you wish to add the Custom Field to.

Select the list in CleverReach to add a Custom Field

ii. Go to Settings and then Fields

Open list settings and select Fields

iii. Add a New Field or edit existing ones.

Add a New Field or edit the existing ones in Cleverreach

iv. Enter the Field details

Entering a field name and details in CleverReach

 

II. In ConvertPlus

i. Create and Design a Module. Open it in the Editor. Click on Form Designer

Select Form Designer in ConvertPlug Editor

ii.. Add a New field

Add a New field through ConvertPlug Editor

– Make sure that name of the field is the same as that of the corresponding field in CleverReach.

It is mandatory to match the Field Name in CleverReach to ConvetPlug Form Field Name.
Last Name => last_name
Mobile => mobile
so on..

iii. Save and Publish

 

For more information about Custom Fields in CleverReach, click here.

 

Not the solution you are looking for? Check other articles, or open a support ticket.