Send an SMS to your customers or start an SMS broadcast using Exotel's native plugin on CleverTap. To complete the integration and enjoy seamless communication, follow the steps below.


Step 1 - Login to your Exotel account and upload details to be DLT compliant 

To send an SMS, the DLT mandate requires the following information. Please configure these in the Settings section of your Exotel Dashboard.

  • Entity ID - Entity ID is the unique ID provided to your business.

  • Sender ID - The 6-digit ID from which the SMS will be sent.

  • Template ID - Template ID is the unique ID for each transactional or promotional SMS that you wish to use. 

  • Template Details - Upload the DLT-approved templates for the messages you would like to send to your customers. 

  • SMS Type - SMS Types are used to classify different types of messages as per the purpose, e.g. transactional, service explicit, service implicit, and promotional.  


Step 2 - Keep the information from Exotel Dashboard handy - 

Find your Account sid, API KEY and API TOKEN on Dashboard > SETTINGS: API

 

 

 

Find your Sender ID on Dashboard > SETTINGS: API  > Sender ID

 

 

Find your Entity ID on Dashboard > SETTINGS: API  > SMS DLT Settings

 

 

Find your DLT Template ID on https://my.exotel.com/Exotel/settings/site#sms-settings

Step 3 - Login to your CleverTap account and enter configuration details 

On the CleverTap dashboard, navigate to Settings > Engage > Channels > SMS

Click on +Add Provider and select Exotel. 

 

Fill in the requested details

  • Nickname - Enter a Nickname to identify your SMS Configuration 

  • Callback URL - This field is reserved by the clever tape team to showcase your SMS delivery reports.

  • Account SID - (Refer to Step 2)

  • API Key - (Refer to Step 2)

  • API Token - (Refer to Step 2)

  • Region (API Subdomain) - Contact our support team to understand your subdomain.

  • From/Sender ID - (Refer to Step 2). 

        Please note that if you have multiple Sender IDs, you will need to have separate configurations for each of them.

If you have configure all of the parameters mentioned in Step 1 on the Exotel dashboard, you can skip the below step. 

Add the following things  in CleverTap -

  • SMS Type - Choose from the below SMS Types as per your requirement -  

    • transactional (OTPs or service implicit content)

    • transactional_opt_in (service explicit content)

    • promotional (promotional content with numeric header)

Please note that if you are using multiple SMSTypes, you will need to have separate configurations for each of them.

  • Dlt Entity Id - Entity ID (Refer to Step 2)

  • Template Id - $$TemplateID



Step 4 - Send a Test SMS

To ensure that the integration is working as expected, you can send a test SMS by clicking on Send test SMS. In the dialogue box presented, enter these details, then hit Send Test.

  • Country Code and Mobile number to which you would like to send the message

  • Message: This is a test message powered by Exotel. Report abuse to +918088919888 -Exotel



Step 5 - Start using the plugin!


Now that your SMS plugin is ready, you can use it to send SMS to customers. Please make sure that all your customer's numbers are added with the relevant country code.

Create a campaign by referring to https://docs.clevertap.com/docs/sms#create-an-sms-campaign and choose Exotel as the provider. 


For more details - please refer to https://docs.clevertap.com/docs/exotel . 


Contact us: 


If you have any questions or concerns, please connect with us using the chat widget on your Exotel Dashboard or Whatsapp us on 08088919888