Send WhatsApp Templates with KlickTipp via Make

Your Advantages with KlickTipp and WhatsApp

• Automated individual communication: Send personal messages such as birthday greetings, reminders or special offers - completely automated and yet personal.
• Increase customer loyalty: Personalized communication via WhatsApp generates higher open and response rates and strengthens the relationship with your contacts.
• Efficient support workflow: Automatically recognize incoming messages (e.g. STOP), tag contacts accordingly and forward requests directly to your support team.
• Legally compliant deregistration: With automatic STOP detection and tag removal, you can easily comply with all WhatsApp requirements.
• Maximum flexibility: Use tags, campaigns and different templates - from personal requests to discount campaigns.

Step-by-Step Instructions

Prerequisites

• KlickTipp account with API access: Make sure you have a Premium subscription or higher so that you have access to the API.
• Make account: Make sure you have a Make account.
• Meta Business Account: You have a WhatsApp Business account including a phone number and a matching Meta App including a system user for authentication.
  • See our article on the Meta Setup article on the Meta Developer Setup.

Preparations within the KlickTipp Account

Understanding and Preparing WhatsApp Templates

• Open the WhatsApp Manager in Meta.
• Select the WhatsApp account you are sending with or create a new WhatsApp account and open the → WhatsApp Manager.
• Create a new template via → Marketing  or → Transactional.
• Define the body of the message with placeholders for e.g. [Name], [Product], [Link] etc.
• Optionally add a call-to-action (CTA) such as → Redeem Now  with dynamic URL link. You can make the ending of the link dynamic, for example to redirect to different products: → myshop.com/productA  or → myshop.com/productB.

Sample Template Offer

Hey {{1}}, 👋  

wir haben ein exklusives Angebot nur für dich! 🎉  

Use the code *WHATSAPP10* and get 10% off {{2}}. 

Only for a short time! 🕒  

Best regards, 
{{3}}

Example Template Auto-Responder

Hello {{1}} 😊
Thank you for writing to us.
Our Customer Happiness Team is always there for you - the best way to reach us is by email at hilfe@klicktipp.com.
If you no longer wish to receive messages via WhatsApp, simply send STOP.
Best regards
[Your company]

Import Make Scenarios, Authenticate, and Test Outbound

Use Case: Send Offer

Import and Adjust Your Make Scenario

• Call up the import link
  • Create the necessary scenario via our import link and follow the wizard or → Guided Setup  or import the template and adjust it manually using the following steps.

How to Set Up Automation Triggers in KlickTipp

• Click on the KlickTipp module and open the settings.
• Copy the webhook URL and paste it later into your outbound in KlickTipp to trigger the sending of the WhatsApp message.

Set Up the WhatsApp Business Module

• Click on the Whatsapp Business module and open the settings.
• Select your connection or create a new one. To do this, you must enter your WhatsApp Business Account ID and a permanent token.
  • You can find your Business Account ID in your Meta Developers account by going to your app and clicking on the WhatsApp module in the API Setup section. The ID is displayed there under → WhatsApp Business Account ID.
  • To generate a permanent token, you must select the app that you have set up for the WhatsApp Business Cloud in your Meta for Developers account.
    • Navigate to the Business Settings section in the left menu and open the system user to which your app and assets have already been assigned.
    • Click on Generate Token. Select the app for which you are setting up the connection.
    • Set the validity of the token to Never Expires if you want a permanent token, or 60 days for test purposes.
    • Then activate all authorizations, especially for WhatsApp (e.g. whatsapp_business_messaging, whatsapp_business_management) and click on Generate Token.
    • Copy the token and store it in Make in the WhatsApp Business Connection.
• Select sender ID: Select the phone number assigned to you by Meta. This will act as the sender of your WhatsApp messages.
• Assign recipient number (Receiver): Specify the phone number to which the message should be sent. To do this, you usually select a custom field such as Mobile Phone, in which the recipient's phone number is stored. Alternatively, a general master record field can also be used.
• Select message template and fill in variables: Select the desired template from your app. The parameters contained therein appear automatically and can be assigned individual values - e.g:
  • First name of the recipient
  • Product or service for which a discount applies
  • Name of the sender
• If the template contains interactive elements such as buttons, variables such as an individual domain extension can also be used there; if you want to advertise different products, you can use the domain extension in the button to link specifically to product A or product B in the store.
• Finally, click on Save to save the settings.

Create KlickTipp Outbound

• Create an outbound in KlickTipp and name it appropriately, e.g. WhatsApp template discount code.
• Select a manual tag such as → Send WhatsApp Template Discount Code  as the activation tag for the outbound and paste the copied webhook URL as the activation URL.
• Click on → Create Outbound.
• You can then add further master record fields to the outbound, such as in this example the first name, the product for which a discount code is being sent, the sender's name and the dynamic domain extension.

Test & Activate

• In Make, click on → Run Once  to carry out a test transmission.
• Assign the activation tag for outbound to your test contact (this must be prepared with correctly filled data fields) and check the Make scenario.

Use Case: Sending Auto-Responders

Scenario Import and Adjustments

• Call up the import link
  • Create the necessary scenario via our import link and follow the wizard or → Guided Setup  or import the template and adjust it manually using the following steps.

Set up Whatsapp Watch Events Trigger

• Open the WhatsApp Trigger and create a new webhook by clicking on → Add  and use your already created → Connection.
• Define the so-called → Verify Token  and save it in Make.

Set Up Meta App in the Developer Tool

• Open the WhatsApp settings in your Meta app.
• In the → Configuration  tab, add the webhook from Make under → Callback URL  and the previously defined token under → Verify Token.
• Complete the setting with → Verify & Save .

Set Up KlickTipp Module: Add or Update Contact

• Click on the KlickTipp module and open the settings.
• Assign the phone number of the contact from the WhatsApp message to the KlickTipp field → SMS Number  and define a tag that you use to control the delivery of WhatsApp messages.

Set Up WhatsApp Business Module

• Click on the WhatsApp Business module and open the settings.
• Select your connection or create a new one. To do this, you must enter your WhatsApp Business Account ID and a permanent token.
  • You can find your Business Account ID in your Meta Developers account by going to your app and clicking on the WhatsApp module in the API Setup section. The ID is displayed there under → WhatsApp Business Account ID.
  • To generate a permanent token, you must select the app that you have set up for the WhatsApp Business Cloud in your Meta for Developers account.
    • Navigate to the Business Settings section in the left menu and open the system user to which your app and assets have already been assigned. Click on Generate Token. Select the app for which you are setting up the connection. Set the validity of the token to Never Expires if you want a permanent token, or 60 days for test purposes.
    • Then activate all authorizations, especially for WhatsApp (e.g. whatsapp_business_messaging, whatsapp_business_management) and click on Generate Token.
    • Copy the token and store it in Make in the WhatsApp Business Connection.
• Select sender ID: Select the phone number assigned to you by Meta. This will act as the sender of your WhatsApp messages.
• Assign recipient number (Receiver): Specify the phone number to which the message should be sent. To do this, you usually select a custom field such as Mobile Phone, in which the recipient's phone number is stored. Alternatively, a general master record field can also be used.
• Select message template and fill in variables: Select the desired template from your app. The parameters contained in it appear automatically and can be assigned individual values - e.g:
  • First name of the recipient
• If the template contains interactive elements such as buttons, variables such as an individual domain extension can also be used there.if you want to advertise different products, you can use the domain extension in the button to link specifically to → product A or → product B  in the store.
• Finally, click Save to save the settings.

Test & Activate

• In Make, click on → Run Once, and send a message in response to the offer received from your test contact from the first part.
• When sending → STOP/stop/Stop, the Add or Update contact module of KlickTipp is triggered.
• When sending other content, the auto-responder template is sent.

Next Steps

Extend Automated Campaigns in KlickTipp

Combine Email & WhatsApp Series

• Welcome message via WhatsApp directly after lead registration
• Additional follow-up emails via KlickTipp after X days

Stop WhatsApp Campaigns

• Stop different campaigns with WhatsApp messages by assigning your STOP tag
• Following the example of our campaign to stop campaigns via SMS

Use Campaign Filters & Segmentation

• Set targeted tags (product interest, discount code used)
• Targeting contacts without a WhatsApp number by email only

Analytics & Optimization

• Analyze click rates on CTA buttons in WhatsApp (e.g. via individual links)
• Use of A/B variants in the template (e.g. two different CTA formulations)
• Evaluate response times - when do most people respond?

Summary

Further Resources

• WhatsApp Business Cloud API Documentation (Meta)
• Template Guidelines from Meta
• KlickTipp: Optimal Use of Tags & Campaigns
• Subscribing Contacts via SMS