CleverTap x ValueFirst SMS

Introduction

CleverTap users can now leverage the SMS capabilities of ValueFirst Digital Media to communicate with their customers. The communication includes:

  • Sending just-in-time offers to customers to drive purchases.
  • Gathering feedback on the services
  • Keeping customers informed and more.

Prerequisites for Integration

  • You must have SMS add-on enabled on the Clevertap account in addition to the basic price plan.
  • You need to have an XML account for SMS channel API. (Raise a request at partnerships@vfirst.com to get the SMS XML account in case you do not have one). Expect a response with the SMS account details (Username, Password & Sender Id)
  • Ensure that the IP (43.205.172.215) is whitelisted against the XML account at the ValueFirst side.

Integrate ValueFirst with CleverTap:

This process involves the following steps:

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

Signup for ValueFirst - CleverTap Integration Plugin

To get started with the integration, the first step is to sign up for ValueFirst - CleverTap SMS Integration. Click this link (https://ct.vfplugin.com/) to sign up. Signup by entering the Name, Email, Company name, and Password.

Configure ValueFirst - SMS

  1. To configure the ValueFirst SMS connection, you need to log in to the ValueFirst portal using the credentials configured in the previous step

  2. After you log in, enter the credentials - Username, Password, Default Sender Id (received as part of a prerequisite) and click Authenticate to configure the connector.

    After successful authentication, you will get a message - Successfully authenticated ValueFirst account

    Configure CleverTap Dashboard SMS

    To configure the CleverTap dashboard:

    • Navigate to Settings > Channels > SMSfrom the CleverTap dashboard.
    • Click + Add Provider and select Generic (Other) from the dropdown.

  3. Enter the following details:
    FieldDescription
    ProviderSelect Other (Generic) from the dropdown list.
    NicknameEnter the nickname as ValueFirst
    Call Back URLYou need to paste this Callback URL at CleverTap SMS configuration under status callback field.
    Request TypeEnsure Request Type is Post
    HTTP End pointYou need to paste the Auth URL from ValueFirst post its configuration.
  4. Click Header > Enter the Key name as Authorization and paste the Basic Token Value from the ValueFirst plugin. Add another Key/value pair - Key name as Content-Type and value as application/Json

  5. Click Parameter, select type JSON and paste the following value
    { "msgs":[ { "seq": 1, "to": "$$To", "mid": "$$MessageID", "body": "$$Body", "enc": "utf8" } ] }
  6. Select the Mark this as default checkbox to make this service provider the default provider to send a SMS message.
  7. Send a Test SMS notification: