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8X8

Learn how to integrate 8x8 with CleverTap for WhatsApp communication.

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Overview

8x8 offers a WhatsApp Business API solution that enables businesses to reach their users with high-quality, real-time messaging. By integrating 8x8 with CleverTap, businesses can:

  • Send personalized WhatsApp campaigns using Meta-approved templates.
  • Trigger journeys and transactional messages based on user behavior.
  • Capture delivery and engagement metrics using CleverTap analytics.

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Support for Integration

This integration is managed and continuously improved by 8x8. The CleverTap and 8x8 integration has undergone stringent testing to ensure seamless functionality. For any questions or issues, contact [email protected] for support and resolution.

Prerequisites for Integration

Check that you have the following:

  • The WhatsApp Campaigns feature is enabled on your CleverTap account.
  • An 8x8 account with WhatsApp Business (WABA) access.
  • A provisioned WhatsApp Business number from 8x8.

To activate a new WhatsApp number via 8x8, contact your account manager or write to [email protected].

Integrate 8x8 with CleverTap

This process involves the following two steps:

  1. Configure CleverTap Dashboard
  2. Set Up CleverTap Callbacks in 8x8

Configure CleverTap dashboard

To configure the CleverTap dashboard:

  1. Go to Settings > Channels > WhatsApp > WhatsApp Connect from the CleverTap dashboard.
  2. Click + Add Provider and select Generic (Other) from the Provider list.
Provider Setup

Provider Setup

  1. Enter the following details:
FieldDetails
NicknameEnter the nickname as 8x8 or 8x8_WA_India for easy reference.
Mobile NumberAdd your WhatsApp Integrated number with country code (for example, +918889500122)
Request TypeEnsure the Request Type is POST.
HTTP EndpointPaste the following URL:https://chatapps.8x8.com/api/v1/subaccounts/{{subaccountid}}/partners/clevertap/wa
Check that the URL is in HTTPS format, that is, your URL must begin with https//
HeadersClick Header >
Enter the Key name as a user and enter the user value received from 8x8.
Enter the second key name as the password and the value received from 8x8.
Delivery Report Callback URLThis URL is generated automatically in the CleverTap dashboard. Refer to Set Up CleverTap Callbacks in 8x8.
Inbound Message
Callback URL		This URL is generated automatically in the CleverTap dashboard. Refer to Set Up CleverTap Callbacks in 8x8.
  1. (Optional) Select Mark this as default to make this service provider the default provider to send a WhatsApp message via 8x8.
  2. (Optional) Select Set auto-reply for users not tracked on CleverTap to automatically reply to users who message on WhatsApp but are not tracked on the CleverTap dashboard.
  3. (Optional) Set the Maximum Concurrent API requests between 30 and 1000. Consider your requirements and the provider's limitations when defining this value.
  4. Send a Test WhatsApp notification (refer to the following image).
Send a text message

Send a Test Message on WhatsApp

Set Up CleverTap Callbacks in 8x8

To set up CleverTap callbacks in 8x8, follow the steps below:

  1. Locate Callback URLs in CleverTap: Go to Settings > Channels > WhatsApp > WhatsApp Connect > Interakt from the CleverTap dashboard. You will find the Delivery Report Callback URL and Inbound Message Callback URL under the Provider Configuration page.
  2. Share Callback URLs with Interakt: Copy both URLs and send them to the 8x8 WhatsApp support team for configuration or email at [email protected].
Callback URLs

Callback URLs

Once configured, these webhooks ensure that message delivery reports and inbound messages sync correctly between CleverTap and 8x8.

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Note

You have to get your templates approved on the 8x8 dashboard. Once approved, add the same templates in the CleverTap dashboard for sending out messages.

Adding Message Templates

To create WhatsApp campaigns, you must have pre-approved WhatsApp message templates saved in the CleverTap dashboard. To add the templates, follow these steps:

  1. Go to Settings > Channels > WhatsApp > WhatsApp Connect > Provider Nickname in the CleverTap dashboard.
  2. Select the Templates option and click +Template.
Create a New Template

Create a New Template

  1. Enter the template name.

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    Naming WhatsApp Templates

    Template names and language variants must be unique for each provider configuration. This means that you can use the same template name once for each provider configuration.

    For example, if you have multiple provider configurations, such as Phone_1 and Phone_2, you can use the particular template name once within Phone_1 and Phone_2.

  2. You can also choose the language in which you will display the message.
  3. Select the type of template header (Text or Media). For Media headers, you can use Image, Video, Document, or Location.
  4. Create a Limited Time Offer Template, if required.
  5. Enter the message content.
  6. Select Footer to add a footer text and a button (Quick Reply or a Call To Action).
Define Template Content

Define Template Content

  1. Click Save Template.

Testing a Message Template

For detailed instructions on testing a WhatsApp message template, refer to Testing a Message Template.

Create Campaign

For detailed instructions on creating a WhatsApp campaign using 8x8 as the provider, refer to Create a WhatsApp Campaign.

Creating a Journey

For detailed instructions on creating a WhatsApp journey using 8x8 as the provider, refer to Create a WhatsApp Journey.

Updated about 6 hours ago

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