CleverTap (Export) Configuration (New)

Overview

Accurately attribute impressions, ad clicks, app installs, and in-app events to evaluate campaign performance for each of your partners.

How does it work?

Once the Branch SDK is integrated into an app, Branch can detect which Branch Links are leading to installs, re-opens, and users' actions. Enabling this integration and providing your relevant IDs will result in Branch automatically forwarding events to CleverTap, in the exact format Clevertap expects.

Branch events sent to CleverTap

The events Branch sends to third party data tools varies based on the events the partner supports as well as whether or not you've implemented the Branch SDK to measure said events.

CleverTap supports the following events:

• Installs

• Lifecycle Events

• Commerce Events

• Content Events

• Custom Events

Non-referred events, clicks, web session starts, and pageviews will be excluded. Branch also sends all the data that is attached to the link that drove the referred event. This will allow you to analyze which campaigns, channels, etc. are helping you acquire and engage users.

Viewing Branch data in CleverTap

To view Branch data in CleverTap, you can find people by Behavior or view events where your provider contains "Branch".  For more information on Clevertap's reporting, refer to their Behavioral Analytics documentation.

Before you begin

To set up the CleverTap integration, you first need to:

1. Admin access to your Branch account.

2. Have the Advanced Data Feeds add-on enabled on your Branch account. Advanced Data Feeds can be included as an add-on to both the Engagement and Performance products.

3. Implemented the Branch SDK into your mobile app (iOS | Android)

   • Track events

4. Implement the Clevertap SDK

5. Admin access to your CleverTap account.

Enable CleverTap

Complete the following steps to enable CleverTap:

1. Retrieve your CleverTap information

Before you can enable the integration in Branch, you need to retrieve your credentials from your CleverTap account.

Branch requires these credentials to not only authenticate, but to ensure your Branch data is being sent to the correct account.

Branch requires the following credentials:

• Account ID

• Account Token

• Account Passcode

To find your CleverTap Account Credentials:

1. Log in to your CleverTap account  and navigate to Settings by selecting the cog at the top of the screen, then Settings Dashboard.

   

2. Ensure you're looking at the correct app for your integration, then select the eye icon to show your account credentials.

   

3. Copy these account credentials into Branch as instructed below.

2. Connect CleverTap in Branch

In Branch, go to Configuration > Integrations and select the Data tab. Search for CleverTap and select it to open its data partner page.

In the Export section, enter the following, then toggle Export to Enabled and select Save:

• Account ID (required).

• Account Token (required).

• Account Passcode (required).

• Region (required) — Europe: eu, India: in, US: us1, Singapore: sg1, Indonesia: asp3, Middle East: mec1; confirm with your CleverTap point of contact.

3. Pass CleverTap IDs to Branch

Clevertap requires you to pass through the correct identifiers to the Branch SDKs. To do so, retrieve the ID from the Clevertap SDK and pass this value to Branch using the following method:

• setRequestMetadataKey() method of the Branch SDKs:

///Inside `didFinishLaunchingWithOptions`

Branch *branch = [Branch getInstance];
[CleverTap autoIntegrate];
[[Branch getInstance] setRequestMetadataKey:@"$clevertap_attribution_id"
value:[[CleverTap sharedInstance] profileGetCleverTapAttributionIdentifier]];

///Before you initialize in your Application `#onCreate` or Deep Link Activity’s `#onCreate`

Branch branch = Branch.getInstance();
branch.setRequestMetadata("$clevertap_attribution_id",
cleverTapInstance.getCleverTapAttributionIdentifier());

cleverTapInstance.getCleverTapID(new OnInitCleverTapIDListener() {
    @Override
    public void onInitCleverTapID(final String cleverTapID) {
       // Call before Branch SDK initialization
        Branch.getInstance().setRequestMetadata("$clevertap_attribution_id",
            cleverTapID);

    }
});

4. Verify data sent

Once the above steps are complete, you are now ready to start launching campaigns. Branch-attributed conversions will be sent to CleverTap. To verify data is being sent from Branch to CleverTap, you can look at Branch's Liveview Webhook Records and apply the following filter:

Troubleshooting

The following sections cover common issues and how to resolve them.

Testing your CleverTap integration

The simplest way to test your integration is working end to end is to open your app from a Branch Link then verify the data appears in CleverTap. After doing this, you will know how you to test more advanced scenarios.

1. Create a Branch Short Link at https://dashboard.branch.io/quick-links.

2. Select that Branch Link to open your app.

3. In Branch, verify you see the open event show as a "referred session" with a "session referring link URL" in Branch under "Liveview > Events"