Wish to automate WhatsApp campaigns by connecting your CRM with Serri ?
In this doc, we'll tell you the exact steps you need to perform to automate WhatsApp notifications via API campaigns using Serri .
Step: 1- Create an API campaign in Serri .
1. In Serri App, go to Campaigns, click on +Launch & select API Campaign
2. Add a Campaign name, select a pre-approved template to which you wish to send using the campaign & set the API campaign live
Note: Make sure your WhatsApp template message is created & approved before creating the API Campaign. For reference, check out how to create WhatsApp templates in Serri .
Step 2: Integrating Serri with your CRM
For this step, you would need your development team to help you out with the integration process.
1. Connect your trigger point of your CRM/ website/ 3rd party software using JSON key format & endpoint URL given below
HTTP Request
POST https://backend.Serri .com/campaign/t1/api/v2
{
"apiKey": string,
"campaignName": string,
"destination": string,
"userName": string,
"source": string,
"media": {
"url": string,
"filename": string
},
"templateParams": [
string
],
"tags": [
string
],
"attributes": {
"attribute_name": string
}
}
Send notifications to users through API:
NOTE: In case of a new user (i.e. the user doesn’t exist on your contact list in Serri Platform) then a new contact will get created with the incoming details.
Populate the Jason key stings against each attribute according to the table below
Fields Description api Key string
Required. API key generated from the dashboard. Go to manage> API Key >Copy the key campaign Name string
Required. Name of the campaign which has to be sent to the user. The status of the campaign should be ‘Live'. Go to campaigns> Copy the name of the API campaign created destination string
Required. Mobile number of users with country dial-code to whom the campaign has to be sent.
e.g. – +917428526285 (India)
It's recommended to provide it in +(country code)(phone number) format. If a phone number can't be resolved to any country then, it is by default considered to be from India(+91).username string
Required Name of the user to whom the campaign has to be sent. Source string
Optional. Source of lead. It is to create a source-based segment to re-target.
e.g.- ‘Facebook forms’, ‘Website lead’, ‘You tube lead 'media object
Optional. URL & filename of media that has to be sent with the template message. Location string
Required. latitude, longitude, name & address of location that has to be sent with the template message. Template Params[]string
Optional. An array of parameter values to fill in a template message If there is any dynamic value included in the template message enter the details of it. Multiple values are separated by comma tags[]string
Optional. An array of tag names to assign to the user. Attributes object with key-value pairs. The only string is allowed as the key's value. Optional. The object should contain keys already added as assistant attributes paired with values that you want to set as user's attributes.
Example Postman Request
Step 1 - Setup request type to "POST"
Step 2 - Setup URL
Step 3 - Choose body type "raw"
Step 4 - Select "JSON" type
Step 5 - Set content of the request
You can find more examples here - Open in Postman
NOTES:
Optional fields are not necessary for the request payload
The medial URL provided in the media object should be publically accessible, otherwise, the request will be rejected
The length of the template params array should be equal to the number of params required in the campaign whose name is provided in campaign Name field. Otherwise, the request will be rejected
Tags should be created in your project before using them. It can be done by anyone with manager level access
If a tag doesn't exist in your project, it will be ignored
Attributes should be added to the project before using them. It can be done by anyone with manager level access
If an attribute doesn't exist in your project, it will be ignored
Response Body
If successful, the response body will return a status of 200.
Prerequisites
You have verified WhatsApp Business API. How?
You have template messages approved.
You have already created an API Campaign. How to create API Campaign?