Setting Up the CleverReach Add-On


  • Download and install the add-on
  • A CleverReach account
  • The PHP extension PHP Soap must also be present on your web server. Most web hosts will already have this PHP extension installed and enabled.


  1. Log into your WordPress admin dashboard.
  2. On the left side navigation menu, hover over Forms and click on Settings.
  3. From this page, click the CleverReach tab.
  4. Enter your Customer ID, Username, and Password. This is obtained from CleverReach.
  5. Click Update Settings. If you’ve entered your account information correctly, you will be notified by green check marks beside each box. If you do not see green check marks, please double check this information and try again.

Once you have entered your API key, you’re ready to begin creating a feed for the CleverReach Add-On.

Add-On Framework Hooks

Because the CleverReach Add-On is built using the Add-On Framework it also inherits any hooks available in the framework methods it uses such as: