Setting up WhatsApp Messages with Coupon Code Template

Maria Scieranska September 14, 2025 12:07

Objective

Setting up WhatsApp Messages with Coupon Code Template in Conversational Connect (Jumper.ai)

Applies To

Jumper
Conversational Connect (Jumper.ai)
Live Chat
WhatsApp Message Templates
Broadcast
Bot Builder
WhatsApp Broadcast

Coupon Code Templates

Coupon code templates are marketing templates that display a single copy code button. When tapped, the code is copied to the customer's clipboard.

Limitations

Coupon code templates are currently not supported by the WhatsApp web client.
Codes are limited to 15 characters.
Button text cannot be customized.
Templates are limited to one copy code button.

Use Cases for Coupon Code Templates

WhatsApp, with its massive user base and personal touch, offers several interesting use cases for coupon codes:

Driving Sales and Conversions:

Promotional offers: Businesses can send out targeted WhatsApp messages with coupon codes to specific customer segments based on purchase history or interests. This encourages them to make a purchase, especially during special occasions like holidays or product launches.
Incentivized sales through chatbots: WhatsApp chatbots can be used to engage customers and offer them exclusive coupon codes based on their interaction within the chat.

Enhancing Customer Engagement:

Rewarding loyalty: Businesses can send personalized coupon codes to loyal customers as a token of appreciation, encouraging them to continue using their services.
Welcome Offers: Greet new subscribers with a discount code as a thank you for joining.
Birthday or anniversary greetings: Offering birthday or anniversary discounts through WhatsApp adds a personal touch and strengthens customer relationships.
Feedback incentives: Businesses can use coupon codes as an incentive for customers to provide feedback through surveys or reviews.

Other Use Cases:

Referral programs: Offering referral coupons through WhatsApp can encourage existing customers to recommend the business to their friends and family.
Event registrations: Businesses can use unique coupon codes for registering attendees to events or workshops, allowing for better tracking and management.

Benefits:

Easy redemption: WhatsApp makes coupon redemption convenient. Customers can simply show the code to staff or enter it online.
Measurable results: Businesses can track coupon usage data through analytics to understand their effectiveness and optimize future campaigns.
Personalization: Combining coupon codes with personalized messages in WhatsApp can significantly improve the customer experience and increase the chance of redemption.

Procedure

Navigate to Channels → WhatsApp in the menu.
Click on the Message Templates tab under WhatsApp.
Now, click on the Create new button to get started with creating a WhatsApp template.
Now, provide a name for your template. Ensure your naming convention uses underscores (“_”) instead of spaces, and the template names should only contain lowercase alphanumeric characters. (e.g. summer_sale).
Now, select a template type from the dropdown list as Marketing
Select a language for your Template from the dropdown list.
Now, select a Message type as Coupon Code from the dropdown list.
Header
In the Header section, you can add Text, Image, Video, or File formats to your message template. The header is optional, and you can skip it by selecting 'None'.

To add a text message in the header section, select Text from the dropdown list and enter your message in the input box. The text can be up to 60 characters long.

To add an Image, Video, or Document in the header section, select the appropriate option and upload a sample file for the template. Once the template is approved, you can replace the sample with the original file when creating your message.
Body
In the Body section, you can add interactive messages that include text, emojis, variables, and button options such as Quick Reply, URL, Phone Number, or a combination of these. The Copy Code button is added by default and is required.
Note: Buttons (except the Copy Code button) and variables are optional.

a. Text with Variables:
In the text field of the Body section, you can insert multiple variables from the available list: User First Name, User Last Name, User Email, User Phone Number, and Custom Fields. To insert a variable, click the < -- > option and select the required variable.

Example: If you added the variable User First Name in your message, customers will receive the message with their saved first name dynamically inserted.
Note:

The character limit for the Body text field is 1024 characters.

If your message contains variables, avoid using the full character limit to ensure proper message rendering.

b. Buttons

Copy Code
The Copy Offer Code button in the template is not editable. During configuration, the placeholder <COUPON_CODE> is populated by default. You can then replace it with the actual coupon code (e.g., 'SUMMER50') when sharing the template with your customers via Broadcast, Live Chat, or Bot Builder.

Note: The button name for the Copy Offer Code cannot be edited at this time.

You can add additional buttons based on your business requirements by clicking on +Add new. A mix of button types - Quick Reply, URL, and Phone Number is supported, with a maximum limit of 9 buttons in total.

c. Quick Reply
With Quick Reply, you can add up to 10 buttons to your message template.

To add a Quick reply button, click the ‘+Add new’ option to start adding your button.
You will now see that the button has been added. Click the button, then select 'Quick Reply' from the Button Type dropdown list.

You will now find a new sub-section to configure the button options. Here, you need to provide a button label and select one of the button action options: ‘Start a Bot Flow’, 'Ping Live Chat ', 'Ping Live Chat (Assign to Agent) ', or 'Custom Payload.' Once you are done, click the 'Save' button to save your button.

To remove any added action for the button, click on the delete icon.

d. Phone number button
In this button type, you can have a maximum of 1 button for calling a phone number.
To add a Phone number button, click the ‘+Add new’ option to start adding your button.

You will now see that the button has been added. Click the button, then select 'Phone Number' from the Button Type dropdown list.

You will now see a new sub-section to configure the button options, where you need to provide a button label and enter the phone number, including the country code prefix. Once done, click the Save button to save your button.

e. URL button
In this button type, you can have a maximum of 1 URL button.
To add a URL button, click the ‘+Add new’ option to start adding your button.

You will now see that the button has been added. Click the button, then select URL from the Button Type dropdown list.

You will now see a new sub-section to configure the button options, where you need to provide a button label, select the URL type between Static & Dynamic, and enter the URL. Once done, click the 'Save' button to save your button.

Note: The URL must begin with either http:// or https:// to be a valid URL.

The Dynamic URL feature allows you to append a single variable ({{1}}) to the end of a URL. Example: https://jumper.ai/order-receipt/{{1}}

Usage
When the URL is shared with a customer (via Broadcast, Bot Builder, or Live Chat), the variable can be mapped with the custom data field.
This ensures each customer receives a personalized link containing the relevant information.

Note: To delete any of the added buttons, click the button and then click the 'Delete' button next to the ‘Save’ button. This will remove the button.
Footer:
Footers are optional text-only components that appear immediately after the body component. Templates are limited to one footer component.
In the Footer section, you can add a short text for your customer in the input field ( e.g., To unsubscribe, type STOP. To resubscribe, type START). If you do not wish to add a footer section for your template, you can skip this step. The character limit for the text is 60.
Once you have added your details to the template, click the “Save Template” button.
Note: Always double-check your template and review the preview before saving, as it will be forwarded to WhatsApp for approval and cannot be edited once submitted.
You can check the status of your added templates under the STATUS column on the WhatsApp message templates page. Once your template is approved, you can share it with your customers.

Green Status Indicates - Approved

Yellow Status Indicates - Pending for review.

To view a template with pending status, click the “View” icon.
Red Status Indicates - Rejected after review.
If your template is rejected, you can view the reason for rejection under the status column.

Reason the message template could get rejected:
A. Incorrect Category
B. Abusive Content
C. Invalid Format
D. Promotional
E. Tag Content Mismatch
F. Scam
G. None
To edit a template, click the “Edit” icon under the ACTIONS column.
To delete a template, click the “Delete” icon in the same column.

Here is an example of the coupon template received by the customer.

Broadcast Coupon template with Unique codes:

To send your Coupon template with unique codes to customers, follow these steps:

Navigate to Broadcast from the menu.
Click Create Broadcast.
Enter a Broadcast name and select WhatsApp under Messaging Channels.
Under Create Message, select the coupon template you created (e.g., summer_sales).
Click the Copy code button to insert the coupon code.
In the coupon code configuration window, select the Coupon code type as Dynamic.
In the Enter a coupon code section, add the custom field uniquecode or select it from the existing list: <custom_field_uniquecode>, then click Save.
Go to Settings, and under Targeting, choose By uploading a file with customers.
In your CSV file:

Add a new column named uniquecode.

Enter unique codes for each customer under this column.

Upload the CSV file.
Under Scheduling, set the desired broadcast period, then click Save & Send.