Nexmo

This guide demonstrates how to integrate Nexmo with CleverTap for WhatsApp communication

Introduction

The primary vendor CleverTap uses in the backend for WhatsApp communications is Nexmo. Contact our sales team at [email protected] to enable WhatsApp for your organization.

CleverTap users can now leverage the following WhatsApp capabilities of Nexmo to communicate with their customers:

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

Prerequisites for Integration

The following are the prerequisites:

  • You must have WhatsApp add-on enabled on the Clevertap account in addition to the basic price plan.
  • Ensure that WhatsApp onboarding for the phone number to be used with CleverTap is completed.
  • Ensure that you have all the credentials from Nexmo handy.

Integrate Nexmo with CleverTap

This process involves the following three major steps:

  1. Find Nexmo Details.
  2. Configure CleverTap Dashboard.
  3. Set up CleverTap callbacks in Nexmo.

Find Nexmo Details

We recommend that you keep the following information handy before starting with configuration on the CleverTap dashboard:

  • API Credentials: To obtain the API KEY and API Secret, log in to your Nexmo account and navigate to the Build and Manage > API Settings page from the dashboard.

  • App name: You can find the account name from Nexmo’s Analytics dashboard.

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  • Mobile Number: It is the mobile number on which the WhatsApp business account is activated.

  • App ID and Private Key: To obtain the App ID and Private Key, navigate to the Build and Manage > Applications page from the Nexmo dashboard.

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  • Facebook page URL: Enter the Facebook URL from the Nexmo dashboard.

Configure CleverTap Dashboard

To configure the CleverTap dashboard:

  1. Navigate to Settings >Channels > WhatsApp from the CleverTap dashboard.
  2. Click + Add Provider. The Add WhatsApp provider screen displays.
  3. Select Nexmo from the dropdown displays.
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  1. Now, enter the following credentials obtained from the Nexmo dashboard in the above step on the Provider credentials screen:

    • API Key
    • Secret Key
    • App name
    • App ID
  2. To send an automatic reply to users who message on WhatsApp, but are not tracked on the CleverTap dashboard, you can select the Set auto reply for users not tracked on CleverTap checkbox.

  3. Click Save to save the details.

Set up CleverTap Callbacks in Nexmo

You must copy the Inbound Message Callback URL and Status Callback URL from the CleverTap Provider credentials screen and paste them into the Nexmo dashboard. This helps you receive incoming messages and the delivery status of outgoing messages.

To add/paste the callback URLs, login to your Nexmo dashboard > navigate to Applications > Click Edit under the Messages section as shown in the image below.

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Callback Payload Version

Ensure that you select the payload version as 0.1 in the Nexmo dashboard to receive the callbacks properly. Refer to the image below for a better understanding.

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Adding Message Template

In order 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.
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  1. Enter the namespace:template name in the Namespace field from your Facebook Business Manager dashboard. Refer to the screenshot below for a better understanding.
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  1. Choose the type of template header (Text or Media). For Media headers, you can use Image, Video, Document, and Location
  2. Enter the message content.
  3. You can also choose to add a Footer text and a Button (Quick Reply or a Call To Action).
  4. You can also choose the language in which you want to display the message.
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  1. Click Save Template.

Create Campaign

To create a WhatsApp campaign using Nexmo as the provider, refer to Create a WhatsApp Campaign for detailed instructions.

Creating a Journey

To create a WhatsApp journey using Nexmo as the provider, refer to Create a WhatsApp Journey for detailed instructions.


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