ValueFirst RCS Integration with CleverTap

Introduction

The process of integrating ValueFirst’s Rich Communication Services (RCS) capabilities with the Clevertap. The integration will allow users to send RCS messages, receive delivery receipts (DLRs), and manage campaigns through Clevertap’s platform.

  • Receiving Delivery Receipts for Clevertap Campaigns:
    Campaign managers can track the delivery status of sent RCS messages via CleverTap’s DLR system.

Pre-requisites for Integration

Before beginning the integration, ensure that the following Pre-requisites are met:

  1. ValueFirst API Credentials:
    • Username: Your ValueFirst API username.
    • Password: Your ValueFirst API password.
    • Sender ID: The Sender ID registered with ValueFirst for RCS messaging.
  2. IP Whitelisting:
    Ensure that the IP (43.205.172.215) is whitelisted against the XML account on the ValueFirst side.

Configuration

Integrate ValueFirst with CleverTap

This process involves the following three steps:

  • Signup for ValueFirst - CleverTap Integration Plugin
  • Configure ValueFirst
  • Configure CleverTap dashboard

Signup for ValueFirst - CleverTap Integration Plugin

To get started with the integration, the first step is to sign up for ValueFirst - CleverTap WhatsApp Integration. Click this link to sign up

Sign up by entering the Name, Email, Company name, and Password.

Configure ValueFirst

To configure the ValueFirst WhatsApp connection, you need to log in to the ValueFirst portal using the credentials email and password configured in the previous step.

After you log in, enter the credentials - username, password, and add Sender Id as UNIMSG (received as part of a prerequisite) and click Authenticate to configure the connector

Setting Up the Clevertap RCS Tab

Following all the steps mentioned on CleverTap RCS Tap

Configure CleverTap Dashboard

To configure the CleverTap dashboard:

Navigate to Settings > Channels > WhatsApp from the CleverTap dashboard Click + Add Provider and select Generic (Other) from the dropdown. Enter the following details:

FieldDescription
ProviderSelect Other (Generic) from the dropdown list.
NicknameEnter the nickname as ValueFirst
WhatsApp Business NumberEnter your phone number onboarded to WhatsApp API by ValueFirst
Request TypeEnsure Request Type is Post
HTTP End pointYou need to paste the Auth URL from ValueFirst post its configuration.

Configure CleverTap Webhooks

To configure the webhooks, you need to:

Copy the Delivery report callback URL and Inbound Message Callback URL from CleverTap dashboard and paste them into Valuefirst’s Status Callback and Incoming Callback fields respectively

Click Header > Enter the Key name as Content-Type and value as application/Json.

Add another Key name as Authorization and paste the Basic Token Value from the ValueFirst plugin.

Adding Message Template

  1. To create WhatsApp campaigns, you need to have pre-approved WhatsApp message templates saved in the CleverTap dashboard. Follow the procedure below to add the templates.
  2. Navigate to Settings > Channels > WhatsApp > Provider Nickname in the CleverTap dashboard. Further Select the Templates option and click +Template. Enter the template ID in the namespace field.

  3. Choose the type of template header (Text or Media). For Media headers, you can use Image, Video, Document, and Location
  4. Enter the message content.
  5. You can also choose to add a Footer text and a Button (Quick Reply or a Call To Action).

  6. You can also choose the language in which you want to display the message.
  7. Click and submit the templete.

Testing a Message Template

You can send a test message using the saved templates from the CleverTap dashboard as follows:

  1. Hover over the desired template for which you want to send a test notification.
  2. Click Send Test.
  3. Select the test profiles or manually enter the mobile number to whom you want to send the test message and click Send Test.

The success or failure response is displayed on the dashboard. If the message is not delivered, you can copy the response payload and share it with the ValueFirst team to debug the issue.