(Use this example if you are a communication channel provider that integrates with MoEngage’s sender configuration.)

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[Partner Name] & MoEngage Integration

Author : [Your Company Name]
Date of Last Update : [Date] (Provide a brief, 2-3 sentence introduction to your company and what you do. Then, explain the core value proposition of the integration with MoEngage. What key problem does it solve for our mutual customers?) For example: Partner Name : [Partner Name] Partner Category : [SMS, RCS, or WhatsApp]

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Overview 🚀

(Explain the core value of the integration. Focus on how using your service through MoEngage helps mutual customers achieve their messaging goals. Keep it high-level and benefit-oriented.) The MoEngage and [Partner Name] integration allows you to use [Partner Name] as a service provider to deliver highly personalized and scalable [SMS, RCS, WhatsApp] messages to your users. By configuring your [Partner Name] account in the MoEngage dashboard, you can leverage MoEngage’s powerful segmentation, user journey orchestration, and analytics capabilities to send messages through our reliable delivery infrastructure. This provides a seamless workflow for marketers to manage their communication strategy from a single platform.

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Use Cases 🎯

(List the 2-3 primary things users can achieve with this integration. Be specific and action-oriented.)

• Trigger Real-Time Transactional Alerts : Send time-sensitive messages like OTPs, order confirmations, and delivery status updates directly from MoEngage Flows.
• Run Large-Scale Promotional Campaigns : Deliver promotional [SMS/RCS/WhatsApp] blasts with personalized offers and content to targeted user segments created in MoEngage.
• Automate Conversational Journeys : Trigger abandoned cart reminders, re-engagement messages, or welcome sequences based on user behavior tracked in MoEngage.

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Prerequisites ✅

(List everything a user must have in place before they can begin the setup. Be explicit with account types or plan levels if required.)

• An active MoEngage account.
• An active [Partner Name] account on the [for example, Pro, Enterprise] plan.
• Admin access to both platforms.
• Your authentication credentials from the [Partner Name] dashboard, such as:
  • API Key and API Secret
  • Account SID and Auth Token
  • Username and Password
• A provisioned phone number, Sender ID, or Messaging Service SID from [Partner Name].

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Integration Setup 🛠️

(This section should clearly guide the user through the two main configuration steps: setting up the sender in MoEngage and configuring the delivery callback in your platform.)

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Step 1: Configure [Partner Name] Sender in MoEngage

• On the left navigation menu in the MoEngage UI, go to Settings -> Channel -> [Select Channel: SMS, RCS, or WhatsApp] -> Sender Configuration.
• Click + Add Sender (or +Add Service Provider) and select [Partner Name] from the list. If your service is not listed, select Custom.
• Fill in the required sender details.

(Use the table below to detail each field required by MoEngage. In the “Description” column, tell the user exactly what to enter and, most importantly, where to find it in your dashboard. Including screenshots is highly recommended.) Note to Partner: Please include screenshots from your platform showing where the customer can find each required credential, like the API Key or Account SID. This is the most helpful part of the documentation.

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Step 2: Configure Delivery Tracking (Callback URL)

To track message delivery statuses (e.g., sent, delivered, failed) in MoEngage, you must configure a webhook/callback URL in your [Partner Name] dashboard.

1. After saving the sender in MoEngage, a unique Callback URL will be generated. Copy this URL.
2. Log in to your [Partner Name] dashboard.
3. (Provide clear, step-by-step instructions and screenshots showing exactly where the user should paste this Callback URL in your platform’s settings. Specify if the webhook needs to be configured for specific event types or if it should be a GET/POST request.)

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Troubleshooting & FAQs❓

(List 2-3 common issues users might face and their solutions). For example: Example Issue: Messages are not being sent from MoEngage.

• Check API Credentials: Ensure the API Key, Account SID, or other tokens are copied correctly into MoEngage without extra spaces.
• Verify Sender ID/Number: Confirm that the Sender ID or phone number used in the MoEngage sender configuration is active and correctly provisioned in your [Partner Name] account.
• Check Account Balance: Verify that your [Partner Name] account has sufficient credits to send messages.

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FAQs

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Support 🤝

• For issues related to [Partner Name] , contact our support team at [Partner Support Email or Link to Support Portal].
• For issues related to the MoEngage platform, contact the MoEngage Support team.