CleverReach

CleverReach connects Craft CMS to CleverReach with double opt-in signup, a local consent log, Craft user linking, and optional Commerce order push plus a product catalog for My Content — so newsletter automation stays GDPR-clean without blocking the control panel or checkout.

Double opt-in signup

Any Twig form can POST to the built-in subscribe action. Receivers are created inactive; CleverReach sends the confirmation mail. A consent record (email, IP, source, timestamp, consent text version) is written locally. Optional Formie binding uses the same DOI path and central credentials — not Formie’s immediate-activate connector.

Consent, users & unsubscribe

Consent lives in cleverreach_consentlog, independent of CleverReach’s own log. Matching Craft users show newsletter status on the user edit screen (pending / confirmed / unsubscribed, last sync). Saving a user enqueues a debounced attribute sync — pending DOI receivers are soft-updated (activated: false) so profile data is not lost and never force-activated. An inbound unsubscribe webhook (shared secret) marks addresses so sync and order push skip them.

Commerce, tags & catalog

Optional order push sends completed orders only for DOI-confirmed, non-unsubscribed subscribers — never creates a receiver from an order. Optional tags after subscribe, user sync, or a successful order push so CleverReach automations can fire. Optional My Content catalog lets campaign editors search live Commerce products.

Built for production Craft sites

• OAuth client-credentials in env vars (no browser handshake)
• Group and DOI form pickers loaded live from the account
• Connection test and last-API-error banner on settings
• Import commands for users, Commerce customers, and CSV (explicit consent modes)
• Agency hook EVENT_MODIFY_RECEIVER_PAYLOAD (and tag hooks)
• Every outbound call on user save and order complete runs on the queue

Requires Craft CMS 5, PHP 8.1+, and a CleverReach OAuth app with the Client Credentials grant. Craft Commerce 5 is optional (order push and catalog).