CleverTap Integration Documentation

Complete guide for setting up and managing CleverTap SMS integration with Pingbix

Overview

This integration document outlines the steps to integrate CleverTap with the Pingbix SMS provider. Integrating an SMS provider allows you to send SMS messages via CleverTap. Follow the steps below to set up this integration.

This guide will help you establish a seamless connection between CleverTap and Pingbix SMS services.

Prerequisites

Before you begin the integration process, ensure that you have the following:

  • CleverTap account with administrative access
  • Pingbix SMS account with the necessary API credentials
  • Understanding of your SMS provider's callback mechanism and API endpoints

Integration Steps

1. Access CleverTap Dashboard

Log in to your CleverTap dashboard and navigate to the "Settings" section.

2. Configure SMS Provider

  1. Navigate to Settings > Engage > Channels > SMS
  2. Click on the "+ Add Provider" button
SMS Provider Configuration
SMS Provider Configuration

Provider Configuration

You will need to provide the following information:

  • Nickname: Enter a unique nickname for Pingbix SMS provider
  • Callback URL: For delivery callback data
  • Request Type: Select "POST"
  • Authentication Type: Choose "No Authentication" to indicate that this integration does not require any authentication

Parameters:

  • Key-value pair: Enter the necessary keys and values required for authentication with Pingbix SMS
  • JSON Payload: Enter the JSON payload structure needed for sending SMS via Pingbix. If Pingbix supports batching, you can specify the key name and the number of records per batch
  • HTTP Endpoint: Enter the API endpoint of the Pingbix SMS provider
Provider Configuration
Provider Configuration Details

System Dynamic Replacements

Available dynamic replacements:

  • $$To: Mandatory - for phone number
  • $$Body: Optional - for message body
  • $$TemplateID: Optional - for template ID
  • $$TemplateVariables: Optional - for template variables
  • $$CampaignID: Optional - for campaign ID
  • $$MessageID: For DLR tracking

SMS Callbacks

SMS callbacks help track detailed reports of every SMS sent from the CleverTap dashboard.

SMS Callbacks
SMS Callback Configuration

Need Help?

If you need assistance with your integration, please contact Pingbix Support: