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fix(clevertap): correct real-time delivery claim and attribution data location - #153

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fix(clevertap): correct real-time delivery claim and attribution data location#153
samiksha-shreya wants to merge 3 commits into
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samiksha/LIN-1972/clevertap-docs-realtime-wording

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@samiksha-shreya samiksha-shreya commented Jul 22, 2026

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What

What was wrong: The CleverTap setup guide said data gets sent to CleverTap instantly, every time a user is attributed. That's not quite accurate right now — real-time delivery is currently switched off on our backend, so the reliable way to get data into CleverTap today is the Sync button, not something automatic. The guide also pointed people to the wrong place in the CleverTap dashboard to actually view this data. And separately, the guide didn't make clear that one setup step (passing the CleverTap ID when a user signs up) is required — skip it, and literally nothing reaches CleverTap, with no error shown anywhere to tell you something's missing.

What we fixed:

  • Corrected the real-time delivery claim so it matches what actually happens today.
  • Pointed to the correct dashboard location (Analytics → Events → "UTM Visited") where this data actually shows up — verified live against a real CleverTap project.
  • Added a clear warning that the "map user identifiers" step is mandatory, not optional — found this while investigating a real, active customer who had everything else set up correctly but had never completed this one step, so zero data was reaching CleverTap for them.

Summary

The CleverTap integration doc overstated real-time delivery and pointed at the wrong place to view attribution data. Both were caught and verified while fixing the underlying bugs in hazelnut (PR #632).

Changes

  • "How it works" no longer implies every attributed install is delivered instantly — the real-time delivery path is currently disabled, so Sync is the reliable path today.
  • "Viewing Attribution Data" now correctly points to Analytics > Events > UTM Visited (verified live against a real CleverTap project), instead of a per-user profile "install events" section that doesn't actually show this data.
  • Added an explicit warning that mapping the CleverTap ID via signup() is required, not optional — skipping it means zero data reaches CleverTap, silently.

samiksha-shreya and others added 3 commits July 22, 2026 17:01
… location (LIN-1972)

The doc overstated real-time delivery ("every time a user is attributed... we
send an install event") - the real-time firer is currently disabled, so Sync
is the reliable delivery path today, not an instant automatic one. Also fixed
"Viewing Attribution Data": attribution events land under Analytics > Events >
UTM Visited, not a per-user "install events" section - verified live against
a real CleverTap project while fixing the underlying integration bugs (see
hazelnut PR #632).
…t optional

Found while investigating a real customer with an active, high-volume project
(thousands of installs/month) and CleverTap correctly configured, but zero
CleverTap data ever sent — because their app never calls signup() with
clevertapId. There's no error or partial delivery in this case, so it's easy
to miss. Added an explicit warning under the setup step.
Walks through the exact CleverTap dashboard flow (Snapshot, Events,
UTM Visited breakdown, Session/Geography/Technographics/People tabs)
with screenshots so customers can find their attribution data without
guessing. Account info blurred in every screenshot.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UnC9k2PDE24bCHzvfFPYpd
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