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Where to find this: Inside any workflow, click the + on a connecting line → Add Node → Actions → WhatsApp

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Introduction

The WhatsApp node sends one WhatsApp template message to the customer when the workflow reaches it. It uses a WhatsApp provider you’ve connected under Integrations, and fills the template’s parameters with shortcodes such as {{first_name}} or {{points_balance}}.

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Supported providers

The node supports 13 providers:

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Before you start

Yuko app is installed on your Shopify store — see Install Yuko on Shopify.
The Yuko Theme App Embed is enabled in your active theme — see Theme App Embed.
Your loyalty program is enabled under Loyalty Program Status at Shopify admin → Apps → Yuko Loyalty → Loyalty → Programs.
Your point labels are set in Loyalty Settings.
At least one WhatsApp provider is connected under Integrations. See the WhatsApp overview.
The template you want to send is approved in your provider’s dashboard, and you know its name or ID.

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Setup guide

1

Add the node

Click the + where the message should go and choose WhatsApp.
2

Select a provider

The panel shows every provider as a card with a Connected or Disconnected badge. Disconnected providers can’t be selected. Click the provider you want to use.
3

Fill in the template details

Enter the fields your provider needs (see the table below), for example Template Name and Language Code.
4

Map the parameters

Set the parameter count to match your template, then fill each parameter in order. Type plain text or insert a shortcode, for example {{first_name}} for the first variable and {{points_balance}} for the second.
5

Save

Save the node. If a field is missing, the panel shows what to fix.

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Provider fields

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Shortcodes

The shortcode picker in each parameter field lists the shortcodes for your workflow’s trigger, the same set a Send Email node gets, plus {{redemption_link}}. For example, a VIP Tier Upgrade workflow offers {{current_tier_name}}, while a Redeem Points workflow offers {{reward_code}}. See the Shortcodes Reference for what each one means.

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How it works

  1. A customer reaches the WhatsApp node.
  2. Yuko uses the phone number on the customer’s record. If there’s no phone number, the step is marked failed with “Customer phone number not found” and the workflow moves on.
  3. Yuko fills the template parameters with the customer’s data and sends the template through the provider’s API.
  4. The step is marked completed, or failed with the provider’s error. Either way, the workflow continues to the next node.
You can see each step’s result and failure reason in Analytics.

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Limitations

  • One template per node. To send a second message, add another WhatsApp node, ideally after a Time Delay.
  • Templates must be created and approved in your provider’s dashboard. Yuko sends them but doesn’t edit their wording.
  • Delivery, read and reply status stay in your provider’s dashboard. Yuko tracks completed or failed.
  • The provider must be included in your plan. Otherwise the step fails with a message asking you to upgrade.

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Examples

1. Tier upgrade celebration. VIP Tier Upgrade → WhatsApp: “Welcome to {{current_tier_name}}, {{first_name}}! Your balance is {{points_balance}} points.” 2. Points expiry nudge. Points Expiring Reminder → WhatsApp: “{{first_name}}, {{expiring_points}} points expire in {{days_until_expiry}} days.” 3. One-time campaign announcement. One-time Campaign Points Awarded with a Campaign Identifier filter → WhatsApp: “We’ve added bonus points to your account. Redeem here: {{redemption_link}}”. 4. Friend reward. Friend reward unlocked → WhatsApp with {{discount_code}}.

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Best practices

Get templates approved first. Unapproved templates fail at send time.
Back up with email. WhatsApp fails when there’s no phone number. Use an If / Else on Phone number to send an email to customers without one.
Space out messages. Put a Time Delay between an email and a WhatsApp so they don’t arrive in the same minute.
Test with your own customer record. Make sure it has a phone number, and trigger the event yourself before going Live.

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FAQs

It shows Disconnected. Connect it under Integrations (see the provider’s guide above), then reopen the node.
The step fails with “Customer phone number not found” and the workflow continues to the next node.
No. The wording is fixed in the approved template in your provider’s dashboard. Yuko only fills the parameters.
Use the WhatsApp node. It supports Engati and Kwik Engage as providers, plus 11 others. See Partner Nodes.

WhatsApp overview

Choosing and connecting a WhatsApp provider.

Action Nodes

Send Email, Coupon, Points Credit and Points Debit.

AISensy

India / SEA — cost-effective high-volume Business API.

Zoko

Shopify-native — fast onboarding, plain / rich / button templates.

WATI

Global — named-parameter templates, team inbox.

DelightChat

Multi-channel — WhatsApp + Instagram + email, automation-driven sends with CTA.

Kwik Engage

India-leaning — templates with optional dynamic-URL CTA buttons.

Engati

Conversational AI — namespace-scoped templates.

QuickReply.ai

AI-first — media headers, dynamic CTA buttons (requires Client ID + Secret Key).

Interakt

India — template messages with CTA URL buttons and callback metadata.

BiteSpeed

Shopify-focused — named parameters and optional CTA URLs with shortcodes.

BotSpace

Multi-channel WhatsApp automation — lightweight setup, positional parameters.

AskEva

SEA / MENA — templates with dynamic URL-suffix CTA buttons.

Whamaa

Template messages with language codes and up to 2 dynamic CTA URL buttons.

ConvertWay

WhatsApp marketing platform — templates with up to 2 dynamic CTA URL buttons.

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