Wati Integration
In this article we will show you how to set up the Wati Integration on your Nector dashboard.
Visit the Integrations Page. Click on WhatsApp Marketing in the side-bar. Scroll below to look for Wati in that section.
Click on Configure to open up the Wati integration page.
First to enable the integration, you need to get the server url & API key from your Wati dashboard.
Go to the API Docs page as shown below
Copy the Access Token without the “Bearer” word as shown in the image below. Paste this in the API Token field in Nector dashboard
Copy the API Endpoint without the “https://” as shown in the image below. And paste this in the server url field in Nector dashboard.
Now in the Nector dashboard under Choose Common property, select Mobile as the mode of communication
Choose Common Property - This refers to the user property of Nector which will be used when sending the event.
Finally, click on Initialize button to button to enable the integration. Once it is enabled, you will see the below view.
Whatsapp messages can be sent to customers for various events that occur on Nector. For example: When a customer is rewarded with some wallet coins, you can send a whatsapp message via Wati.
The first step is to create a whatsapp template in Wati and then create the corresponding event in Nector dashboard.
Visit your Wati dashbord
Go to the templates page & create a new template or click on any existing template to find the template name. See the below image for reference
Remember the template name and use it in the Nector dashboard while creating an event for Wati integration.
Go to the Wati Integration Page.
Switch to the Events tab and click on Create An Event. It opens up to the Events page with the Send Events tab. Now you have to select the event on which you want to notify the external integration.
There are many events supported on Nector. If you don't know which to choose, here are the two events that are most relevant and commonly used:
Wallet Coins Rewarded: This event will be sent whenever wallet coins are rewarded on Nector.
Coupon Is Created: This event will be sent whenever a customer uses his wallet coins to get a discount/coupon code on Nector.
For example,
To send an Wallet Reward Event to Wati whenever wallet coins are rewarded to a customer on nector, you would create the event as shown below.
Click on "+" button to create an event.
For "Event" option, select Wallet Coins Rewarded
For "Send event to" option, by default Wati will be selected.
Now while creating Events for Whatsapp messages, you will get two additional fields.
Wati Template Name - Here you will have to add a Template Name (which can be obtained from your Wati dashboard, as shown above for the associated event on this page.
Select the Nector properties to use in your Wati template - You need to mention the variables/properties that you are using in your whatsapp template. Normally template the following properties are usually selected, in the same order it is used in the template:
user_name : this refers to the name of the customer
amount : this refers to the number of wallet coins rewarded
So, your Template Settings would look something like this:
Once you have entered all the details, click on the Create button in the popup.
It is useful to send a test event as in the case of whatsapp, you can check if the whatsapp messages are being sent properly to the customer.
Click on the Event you just created
You can send a test event by clicking on Send Test Event.
A popup opens, enter the mobile number where you want to send the test message.
Kindly note, the Mobile number of customer to whom event has to be sent needs to exist in the Customers database of your store.
Events can also be sent for other things like when a new customer is referred, for coin expiry notification, for review request, and more. To learn how to setup these events, look into those respective articles.
For a list of events and the data associated with each event, please refer this article for more info: https://nector.crisp.help/en/article/event-details-sent-to-external-integrations
Events
Event details sent to External Integrations
Setting up the Integration
Visit the Integrations Page. Click on WhatsApp Marketing in the side-bar. Scroll below to look for Wati in that section.
Click on Configure to open up the Wati integration page.
First to enable the integration, you need to get the server url & API key from your Wati dashboard.
Getting your API token & server url
Go to the API Docs page as shown below
Copy the Access Token without the “Bearer” word as shown in the image below. Paste this in the API Token field in Nector dashboard
Copy the API Endpoint without the “https://” as shown in the image below. And paste this in the server url field in Nector dashboard.
Now in the Nector dashboard under Choose Common property, select Mobile as the mode of communication
Choose Common Property - This refers to the user property of Nector which will be used when sending the event.
Finally, click on Initialize button to button to enable the integration. Once it is enabled, you will see the below view.
Sending Whatsapp Messages
Whatsapp messages can be sent to customers for various events that occur on Nector. For example: When a customer is rewarded with some wallet coins, you can send a whatsapp message via Wati.
The first step is to create a whatsapp template in Wati and then create the corresponding event in Nector dashboard.
Creating a Whatsapp Template in Wati dashboard
Visit your Wati dashbord
Go to the templates page & create a new template or click on any existing template to find the template name. See the below image for reference
Remember the template name and use it in the Nector dashboard while creating an event for Wati integration.
Add New Event
Go to the Wati Integration Page.
Switch to the Events tab and click on Create An Event. It opens up to the Events page with the Send Events tab. Now you have to select the event on which you want to notify the external integration.
There are many events supported on Nector. If you don't know which to choose, here are the two events that are most relevant and commonly used:
Wallet Coins Rewarded: This event will be sent whenever wallet coins are rewarded on Nector.
Coupon Is Created: This event will be sent whenever a customer uses his wallet coins to get a discount/coupon code on Nector.
For example,
To send an Wallet Reward Event to Wati whenever wallet coins are rewarded to a customer on nector, you would create the event as shown below.
Click on "+" button to create an event.
For "Event" option, select Wallet Coins Rewarded
For "Send event to" option, by default Wati will be selected.
Now while creating Events for Whatsapp messages, you will get two additional fields.
Wati Template Name - Here you will have to add a Template Name (which can be obtained from your Wati dashboard, as shown above for the associated event on this page.
Select the Nector properties to use in your Wati template - You need to mention the variables/properties that you are using in your whatsapp template. Normally template the following properties are usually selected, in the same order it is used in the template:
user_name : this refers to the name of the customer
amount : this refers to the number of wallet coins rewarded
So, your Template Settings would look something like this:
Once you have entered all the details, click on the Create button in the popup.
Sending Test Event
It is useful to send a test event as in the case of whatsapp, you can check if the whatsapp messages are being sent properly to the customer.
Click on the Event you just created
You can send a test event by clicking on Send Test Event.
A popup opens, enter the mobile number where you want to send the test message.
Kindly note, the Mobile number of customer to whom event has to be sent needs to exist in the Customers database of your store.
Events can also be sent for other things like when a new customer is referred, for coin expiry notification, for review request, and more. To learn how to setup these events, look into those respective articles.
For a list of events and the data associated with each event, please refer this article for more info: https://nector.crisp.help/en/article/event-details-sent-to-external-integrations
Related Articles
Events
Event details sent to External Integrations
Updated on: 21/05/2024
Thank you!