Introduction

CleverTap users can now leverage the WhatsApp capabilities of ValueFirst Digital 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

Pre-requisites for Integration

• You need to have an XML account for the WhatsApp channel API. Get the account details (Username, Password, WhatsApp number.)
• 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:

• Sign up to ValueFirst Plugin page for CleverTap Integration
• Configure to ValueFirst
• Configure on CleverTap dashboard

Signup on ValueFirst - CleverTap Integration Plugin

To get started with the integration, the first step is to sign up on ValueFirst - CleverTap WhatsApp Integration.

Click this link to sign up. Signup by entering the Name, Email, Company name, and Password.

The next step is to log into the ValueFirst portal and configure the connection.

Configure ValueFirst

1. To configure the ValueFirst WhatsApp 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, WhatsApp phone number (received as part of a prerequisite) and click Authenticate to configure the connector.




3. After successful authentication copy the webhook URL available at the bottom (as shown in the image above) and share it with the ValueFirst sales or support team for inbound message and delivery reports configuration.

Now Configure the CleverTap Dashboard

1. Navigate to Settings > Channels > WhatsApp from the CleverTap dashboard and enter the following details:

Field	Description
Provider	Select Other (Generic) from the dropdown list.
Nickname	Enter a nickname such as ValueFirst or any name that helps you easily identify the channel or user.
WhatsApp Business Number	Enter your WhatsApp business number onboarded to WhatsApp API by ValueFirst
Request Type	Ensure Request Type is Post
HTTP End point	Copy the HTTP endpoint from the plugin page and paste it into the HTTP endpoint section on the CleverTap dashboard.








2. Click Header > Enter the Key name as Content-Type and value as application/Json Add another Key/value pair as Authorization and paste the Basic Token Value from the ValueFirst plugin
3. Send a Test WhatsApp notification.

To ensure that the integration is successful:

• Click the Send Test WhatsApp hyperlink before you start creating WhatsApp campaigns and journeys. To begin with, activate the conversation window by following any one of the following methods:




• Save the business contact and send a WhatsApp message to that number.
• Copy and share the link with the user you want to send the test notification to. Further, ask the user to click on the link and send a WhatsApp message to initiate a conversation.
• If you want to send a test notification to yourself, you can click the link and initiate a WhatsApp conversation.

Enter the country code and mobile number of the user to whom you want to send the test message.

Message: Here, you can enter the sample text message you want to send to the test user. Once you click on Send Test, the success or failure response displays 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.

Click Save to save the details.

You can find the Auth URL under the CleverTap tab on the ValueFirst connector as shown below.

Configure CleverTap Webhooks

To configure the webhooks, you need to:

• Copy the Delivery report callback URL and Inbound Message Callback URL from CleverTap and paste them into Valuefirst’s Status Callback and Incoming Callback fields respectively.
• You can find the Delivery report callback URL and Inbound Message Callback URL under the Provider Setup page (Settings > Channels > WhatsApp > Provider Nickname).

To paste the callback URLs, navigate to ValueFirst - CleverTap WhatsApp Plugin > select the CleverTap tab next to the ValueFirst tab and paste the Status Callback & Incoming Callback. After pasting the URLs, click Save to save the configuration.

Adding Message Template

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.

1. Navigate to Settings > Channels > WhatsApp > Provider Nickname in the CleverTap dashboard. Further Select the Templates option and click +Template.

   

   
2. Enter the template name 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. Click and save.

   

   

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.

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.