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Create a WhatsApp source connection in the UI
This tutorial provides steps for creating a WhatsApp source connection using the Adobe Experience Platform user interface.
Getting started getting-started
This tutorial requires a working understanding of the following components of Experience Platform:
- Experience Data Model (XDM) System: The standardized framework by which Experience Platform organizes customer experience data. The connector assigns a WhatsApp specific ExperienceEvent schema for you automatically.
- Real-Time Customer Profile: Provides a unified, real-time consumer profile based on aggregated data from multiple sources.
Prerequisites prerequisites
Before you create a WhatsApp source connection, complete the Prerequisites in the WhatsApp source overview, including subscribing your app to the WABA, and have the following ready:
- Your Meta App Secret
- Your Verify Token
Step 1: Create an account create-account
In the Experience Platform UI, select Sources from the left navigation to access the Sources workspace.
Go to the Marketing automation category, select the WhatsApp source card, and select Add data.
The Authentication tab appears. On this tab, you can either use a new account or an existing account.
Select New account and provide the following information.
| table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 | |
|---|---|
| Field | What to enter |
| Account name | A name for this connection. |
| Description (optional) | A short description of the account. |
| Verify Token | The Verify Token you chose in Prerequisites. It is the shared secret used for the one-time webhook verification handshake with Meta. |
| App Secret (current) | Your Meta App Secret from Prerequisites. Used to validate the X-Hub-Signature-256 signature on inbound webhooks. |
| App Secret (previous) (optional) | A previous App Secret, used only during secret rotation, so that you can roll the App Secret without downtime. |
Select Connect to source to validate and create the account, then select Next. An account can be reused across multiple dataflows, so you only enter these credentials once per account.
Select Existing account, select the account that you want to reuse, and then select Next.
Step 2: Configure the dataflow configure-dataflow
The Dataflow detail tab appears. Enter a Dataflow name, an optional Description, and optionally subscribe to alerts by selecting Sources Dataflow Run Start, Sources Dataflow Run Success, or Sources Dataflow Run Failure.
Select Next.
The Review tab appears. Review the connection and dataset assignment, then select Finish.
Step 3: Retrieve the streaming endpoint retrieve-streaming-endpoint
After the dataflow is created, go to its Dataflow activity page and find the API Usage section of the Properties panel. Copy the Streaming endpoint and Dataflow ID values.
Combine both values to build the Callback URL that you enter in Meta: {STREAMING_ENDPOINT}?x-adobe-flow-id={DATAFLOW_ID}.
Step 4: Configure the webhook in Meta configure-webhook
In Meta, go to WhatsApp > Configuration and complete the following steps.
- Enter the Callback URL you built in Step 3 and the same Verify Token from Prerequisites.
- Select Verify and Save. Meta calls the Callback URL with a
GETchallenge, which Platform answers to complete the handshake. - Subscribe to the
messageswebhook field.
Next steps next-steps
By following this tutorial, you have configured a streaming dataflow to bring your WhatsApp data to Experience Platform. To monitor the data that is being ingested, refer to the guide on monitoring streaming dataflows using Experience Platform UI.
If no data appears after you send a test message, see Troubleshooting in the WhatsApp source overview.