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Get more done with Tidio and CleverReach integration

Add subscribers to CleverReach from a conversation, with the opt in properly recorded.

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Contact sales

Integration availability depends on your Tidio plan.

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Category

Marketing Automation

Integration availability depends on your Tidio plan.

Compare plans

Use cases

What you can do with Tidio and CleverReach

Sign people up while they are interested

A visitor who wants updates is added to CleverReach during the chat, and the confirmation email arrives before they have left the page.

Send the right first mailing

The topic of the conversation becomes a CleverReach tag or group, so the first newsletter follows what the person was actually asking about.

Keep the consent record

The Tidio conversation is stored with the CleverReach subscriber, so where and when someone opted in can be shown later.

Act on an unsubscribe request

When a customer tells an agent to stop, the change is made in CleverReach rather than noted in a transcript nobody reads again.

Overview

CleverReach manages groups, tags and the double opt in your newsletters depend on. Connected to Tidio through Zapier or the Tidio API, a visitor who agrees to updates during a chat is entered into the right CleverReach group and receives the confirmation as usual, so nothing skips the process. Tags set from what the conversation was about make the first mailing relevant rather than generic.

Key features

  • Capture subscribers in the chat and let CleverReach send the confirmation as it always does
  • Tag by what they asked so the CleverReach group matches their actual interest
  • Keep the opt in clean with the conversation stored as the record of consent
  • Remove people quickly when someone asks an agent to stop the mailings
CleverReach logo

CleverReach

Marketing Automation

Tags

  • Marketing Automation

  • Email Marketing

How it works

Connect CleverReach in minutes

  1. 1

    Connect Tidio and CleverReach

    Link them with Zapier, Integrately or the Tidio API and choose the CleverReach groups a conversation may add someone to.

  2. 2

    Set the opt in rules

    Decide what counts as consent in a chat, which group it belongs to and which tags are applied.

  3. 3

    Let the mailings follow

    CleverReach handles confirmation and sending, working from a list the chat keeps current.

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Frequently asked questions

Common questions about the CleverReach integration

Does the double opt in still work?

Yes. The chat only adds the contact to CleverReach, which then sends its own confirmation. The process your newsletter relies on is unchanged.

Which CleverReach data can the chat use?

The groups, tags and subscriber fields you map. CleverReach keeps the list and the sending, and the conversation only writes what you allow.

Is the CleverReach integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the CleverReach integration.