CleverTap Integration
BIK is Meta's WhatsApp BSP. Users on CleverTap can now use BIK as a WhatsApp Provider to reach with their customers effectively.
Onboarding Process
Step 1: Download and Set Up the Shopify App
Download the BIK app from Shopify.
Complete the onboarding process for BIK. For detailed steps, refer to this help document.
Step 2: Onboard WhatsApp Business Account (WABA)
Ensure that WhatsApp onboarding is completed for the phone number you plan to use with BIK.
Follow the steps in this WhatsApp onboarding guide.
This phone number will be used to send messages through CleverTap, with BIK as the service provider.
Setting Up CleverTap Callbacks in BIK
Step 1: Retrieve Delivery Report Callback URL from CleverTap
In CleverTap, go to Settings > Channels > WhatsApp.
Under the Provider Setup section, locate the Callback URLs and copy the Delivery Report Callback URL.
Step 2: Add Callback URL in BIK
Navigate to the Integrations page in the BIK dashboard.
Find the CleverTap banner and click the Add button.
Paste the Delivery Report Callback URL into the CleverTap Webhook URL field, as illustrated in the image provided.
Step 3: Copy Details to CleverTap
In the modal that appears, copy all required details.
In CleverTap, go to Settings > Channels > WhatsApp > WhatsApp Connect, click on the Add Provider Configuration button, and fill in the following fields:
Field | Description |
Provider | Select Other (Generic) from the dropdown list. |
Nickname | Enter a nickname, such as BIK or BIK <10-digit phone number>. |
WhatsApp Business Number | Enter the WhatsApp number onboarded by BIK. |
Request Type | Set to Post. |
HTTP Endpoint | Paste the Endpoint URL from the modal. Ensure the URL begins with "https://". |
Headers | Click Header, then enter the key name as Token and paste the token copied from the BIK Dashboard. |
Step 4: Finalize Integration
Copy the Delivery Report Callback URL and the Inbound Message Callback URL from CleverTap.
Paste these URLs into the respective fields in the Integrations page of the BIK dashboard and click Add Integration.
Creating and Sending WhatsApp Templates
Step 1: Create Templates in BIK
In the BIK dashboard, create the necessary WhatsApp message templates refer this helpdoc for help.
To copy the template name, go to View Details of the template, click on the three dots, and select Copy Template Name.
Step 2: Recreate Templates in CleverTap
In CleverTap, recreate the template using the same name as in BIK.
Follow these steps to add the template:
Navigate to Settings > Channels > WhatsApp > WhatsApp Connect.
Select the provider nickname and click on Templates.
Click +Template and enter the template name in the Namespace field.
Choose a template header type (Text or Media). For Media headers, you can use Image, Video, Document, or Location.
Add the message content, footer, and buttons (Quick Reply or Call to Action).
Select the language and click Save Template.
Carousel Templates are not supported as part of this integration.
Testing a WhatsApp Template
To test the created template, go to the CleverTap dashboard.
Right-click the ellipsis below the template and click Send Test.
Select test profiles or manually enter a mobile number, then click Send Test to verify the message.
How to Send a Campaign in CleverTap Using BIK
To create and send a WhatsApp campaign in CleverTap using BIK as your service provider, follow these steps:
Navigate to Campaigns:
Go to the Campaigns page within CleverTap.
Create a New Campaign:
Click the + Campaign button.
Select WhatsApp as the desired channel.
Define Qualification Criteria:
Set the appropriate Qualification Criteria for your campaign.
Choose WhatsApp Service Provider:
From the list of WhatsApp service providers, select BIK (this will display the nickname you assigned earlier).
Select Segments and Campaign Details:
Choose your target Segments, campaign Timing, and other required details.
Choose Templates:
When selecting a template, you'll see the templates you previously added in CleverTap for the BIK phone number. Select the desired template.
Schedule and Publish:
Set the time for your campaign and click Publish to finalize and send it.
For further assistance or to raise feature requests related to CleverTap integration, please contact [email protected].