Introduction & Information
1. Introduction: WhatsApp as a Business Channel
WhatsApp has long been more than just a private communication channel. With the JUNE WhatsApp module, the popular messenger becomes a powerful tool for marketing, sales, and customer service. From lead generation to conversion optimization.
2. Main Functions at a Glance
Signup
Customers can simply register for WhatsApp communication using a link or QR code. Ideal for use on landing pages, in emails, or even in print materials.
Template & Campaign Editor
Create reusable templates and manage your marketing messages centrally. Thanks to dynamic placeholders, buttons, and previews, each message can be customized. Templates can be published directly to Meta.
Campaign Management
Send targeted marketing campaigns to mailing databases. Be supported:
A/B tests for performance optimization
Sequences for multi-stage campaigns
Personalization for individual customer approach
Automation
With automation triggers such as "On Subscribed" or "Message Button Clicked", you can create fully automated flows. Whether it's a welcome message, HR flow, or transaction message - everything runs automatically, but personally. Favorable message types for active users are also supported.
Inbox
A single place for all customer inquiries. Active users (last 24h) appear automatically - for direct dialog with customers. All relevant data is visible: message history, turnover, tags and more.
Multichannel Subscriber Databases
Use existing email distribution databases for WhatsApp campaigns at the same time. This improves segmentation, relevance and reach - without duplicate maintenance.
3. Omni-Channel Marketing & E-Commerce Integrations
Central control
All communication channels run via the JUNE cloud - WhatsApp integrates seamlessly. Existing customer segments and subscriber data can be reused.
E-Commerce functions
Suggestions for suitable products
Automated messages in the event of shopping cart abandonment
Pre-filled shopping carts directly via WhatsApp
4. Use cases
Notifications: e.g. order confirmations, shipping information
Customer service: real-time chat with active users
HR flow: automatic qualification of applicants
Lead generation: QR code on print material, simple registration
Marketing: Higher interaction rates than with email - ideal for targeted campaigns
Sales: Individual offers and follow-ups
Feedback: Obtain customer reviews easily
Appointment booking: Automated booking process via chat
5. Advantages at a Glance
Efficiency: Automated, targeted communication
Personalization: Direct approach with individual content
Conversion optimization: recovery of abandoned purchases
Data centralization: All customer information in one platform
Reputation management: automated sending of evaluation requests
Seamless integration: existing processes and systems can continue to be used
6. Pricing & Testing
The WhatsApp module is part of the JUNE Suite and costs per message (plus meta charges).
Test now: Book your personal introductory appointment and make sure you get started:
14 days free trial period
Personalized onboarding & setup
Cancelable at any time
Setting Up WhatsApp as a Marketing Channel
To use WhatsApp as a marketing channel via JUNE, you must first connect to Meta (Facebook/WhatsApp parent company). This process involves the following steps:
Preparation in Meta:
You need a WhatsApp Business account and a dedicated WhatsApp number for your company.
If you don't have an account yet, you can create one in Meta Business Manager. You can find out how to add a number to your business account here.
Once you've done that, generate the WhatsApp Business API token, which forms the basis for linking to JUNE.
Number Registration & Requirements:
There are a few important rules for registering your WhatsApp number to ensure smooth use:
Availability: The number must not already be used for a private or other WhatsApp account.
Registration: The number is registered and authenticated either via a mobile phone or a regular phone by SMS or voice call.
Integration in JUNE:
In JUNE, enter this generated API token into the WhatsApp module integration.
To do this, go to Administration > Tokens > "+ Add" > WhatsApp.
A modal/new tab will open and you will be redirected to Facebook.
💡 Click on the image to enlarge it.
❗ Important: Add payment method to Meta – Meta's messaging fees are billed directly by Meta. WhatsApp Business cannot be used without a stored payment method. How-to:
💡 Click on the image to enlarge it.
This token addition process automatically creates a WhatsApp Integration under Administration > Integrations.
Select the WhatsApp Integration and enter the Project you want to use this Integration for, as well as a JUNE Database to handle all WhatsApp communication and store all data.
Select an existing Multichannel List or create a new one to store both Emails and phone numbers in your Records and communicate across multiple Channels.
Tip: If you already have an email database, you can expand it by adding a field for the phone number. For omnichannel communication, you should merge email addresses and phone numbers (stitching) and compile data records that are as comprehensive as possible (e.g., with attributes such as interests, favorite categories, etc.) in order to be able to communicate seamlessly across multiple channels.
Sign-ups for Customers
Registering your customers is simple and straightforward. The initial sign-up message is the first point of contact that you define.
Creating the Sign-ups:
You create a sign-up in JUNE that automatically generates a deep link or QR code.
You define a pre-filled message.
Customer Flow:
When customers click on the link or scan the QR code, WhatsApp opens.
The message you have predefined is displayed. The user simply has to send this message to successfully register for WhatsApp communication and be added to the selected JUNE database. The user is saved with their phone number and WhatsApp name.
💡 The generated link or QR code can be used in a variety of ways: on landing pages, in emails, or even on printed materials.
Message Types and Template Management
The JUNE WhatsApp module distinguishes between two primary message types:
1. Marketing Messages (Templates)
Templates form the basis for your marketing campaigns and for communication outside the 24-hour window.
Verification: Each template must first be verified and approved by Meta before it can be sent.
Costs: Sending templates is subject to a fee per message.
💡 More information about the cost modelCreating templates: You can create templates directly in the JUNE Editor. You have the option of adding text, images, and buttons.
2. Automation Messages
These messages are used for automated responses and interaction with users who are currently active.
Active period: A user is considered active if they have responded to a message or interacted in some other way within the last 24 hours.
Costs: Messages sent within this 24-hour window are free of charge (except for templates, which remain subject to a fee even within the window).
Types: There are different types of messages that can be used in automations:
Text Message
Image Message
Video Message
Interactive Message: Allows you to create a message with an image and buttons (link or reply).
Template Validation & Publishing
Templates must be validated by Meta before they can be used. The Meta approval process ensures that your messages comply with the guidelines.
Creation and saving: After editing, save your template in the editor.
Error checking: The editor immediately shows you any errors or invalid elements that could be rejected by Meta (e.g., invalid placeholder placement or text that is too long).
Status change: After saving, the status of the template is "pending."
Approval: Approval by Meta is usually very quick (around 10 to 15 seconds), but can also take a few minutes. Once approved, the status changes.
❗ Important note on publishing: A successfully approved template can only be republished once every 24 hours. However, unapproved templates can be modified and resubmitted for review at any time.
Personalization with Placeholders
Dynamic placeholders (also called parameters) enable you to personalize your messages.
Creating placeholders: To create a placeholder field in a WhatsApp message (template), you must define it in the body of the template using the syntax specified by Meta:
You use double curly brackets with a sequential number inside, e.g., {{1}}, {{2}}, {{3}}. As soon as you enter these placeholders in the text, a field appears in the editing modal where you can enter values.
Placeholder definition (Meta): When creating the template (before publishing and verification), you define the placeholders (e.g., for first name, discount code). Here you insert sample data (e.g., "Max Mustermann"). This is only to show Meta what type of content should be inserted at this point. Meta pays attention to the ratio between text and placeholders, for example.
Use in campaigns: The placeholders are actually filled in later when creating the campaign. Here you can use either static values or dynamic data. This allows you to highly customize the content.
Campaign Creation & Automation
1. Campaigns
WhatsApp campaigns in JUNE are similar in structure to email campaigns.
Setup: You select the WhatsApp list or a segment as recipients.
Content: In the content area, you can only select approved templates. The placeholders in the template are now filled with the actual values.Sending: The message is sent via the campaign's send step, similar to sending an email.
2. Automations
Automations enable you to create automated flows, often based on user interactions. This is where the free automation messages are used during the active period.
Important Trigger:
On WhatsApp subscribed: Triggers an action as soon as a user logs in.
On WhatsApp Interaction (Message Button Clicked): Triggers an action when a user clicks a button in an interactive message or template.
On WhatsApp Inbound Message: Triggers an action when the user sends a free message (can be used for chatbots, for example).
Interactive Message Buttons: In the Interactive Message, you can add buttons that can have the following types:
URL: A link will be provided.
Reply: Triggers a follow-up action in the automation that listens for this click.
Flow: Can be used for embedding forms (e.g., in Meta or with the JUNE Form Builder).
Inbox Functionality & Customer Communication
The central inbox serves as an interface for direct customer communication.
Active User: Only active users who have interacted within the last 24 hours automatically appear for direct dialogue.
Overview: You can see the entire message history, user data (number, tags, etc.) and reply to messages directly.
Segmentation: You can even further segment active users directly in the inbox.
WhatsApp Warmup Process and Quality
The quality of your communication is crucial for success on WhatsApp.
Warm-up phase: New or unused phone numbers require a warm-up phase to increase the acceptance of your messages by Meta and prevent them from being blocked.
Start limit: Initially, you are only allowed to send messages to 250 users per day.
Increase: If the interaction rate is successful (e.g., 50% in 7 days), the limit will gradually increase (e.g., to 2,000 or 10,000 users per day).
Quality factors: The quality of your communication is evaluated based on user interaction. Replies (responses to messages) and button clicks are considered positive.
Negative influences: Lack of response, unsubscribes, or messages to invalid numbers have a negative impact on your quality rating.
Porting: When switching to JUNE, the existing quality status of your old phone number is carried over, provided it is ported.
(Information status: December 2025)