Before you start
You must have your login details for Waterfall, along with the appropriate credentials. These are provided to you by your Upland Waterfall project manager.
You must have your Upland Waterfall API credentials.
Request channel set up in Personalization
Contact the Dotdigital support team to request that Braze is added to your account as a possible messaging channel. Support must confirm that this is done before you can continue with set up.
Get your API details
You need the following:
Client ID
API Key
List ID for sending triggered messages
Client ID
Ask Waterfall support for this ID.
API key
Ask Waterfall support for this key.
List ID for sending triggered messages
Find this by going to the Lists section of in your Waterfall account. Select the list name and copy the ID from the URL.
For example, if the URL is:
Then the List ID is 62190fdd765555555565dca5.
Copy these API details to a temporary location such as Notepad.
Set your API Details
After finding the API information above:
In Personalization, select the Account menu icon, and go to Settings > Triggers and Messaging integrations.
Select Messaging Provider(s).
Expand the Service Provider drop-down menu and select Upland Waterfall SMS.
Select Next.
Enter your Waterfall details.
Select the ? icon next to each field for more details.
Select Save.