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Introduction
    Welcome
Customize invitation
    How the canvas editor works
    Colors and typography
    Add photos
    Add music
    Add location
    Save changes
    Create invitation from PDF
Digital Album
    What is the Digital Album?
    Configure and share
    How your guests share photos
Share invitation & RSVP
    Share without RSVP
    RSVP link: how it works
    Private RSVP
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Collaborators & permissions
    Collaborator permissions
    Roles: Owner, Admin, Editor & Reader
    Permissions by event section
    Invite and manage collaborators
    Examples: view-only, private budget & more
Automatic sending
    What changed and why?
    WhatsApp Personal vs. Meta official
    Set up WhatsApp Personal
    Set up Meta official
    WhatsApp templates
    Costs and payment method with Meta
    Send invitations
  1. Help center
  2. /
  3. Automatic sending

  4. /
  5. How to send invitations automatically

How to send invitations automatically

From Invitio you can send your invitation directly via WhatsApp to all your guests in a few steps. Here we walk you through the full process.

To send via WhatsApp Business you need at least one approved template. If you haven't done that yet, check the WhatsApp Templates section before continuing.

Step 1 — Choose the template

Go to Send invitations from the side menu. In the first step you'll see the connected WhatsApp line and available templates.

Select the template you want to use. Only Meta-approved templates will appear — if you don't see any, check your template status in the WhatsApp Integration section.

You can preview the message by clicking the eye icon next to the template name. When you're ready, click Next.

Only templates with Approved status can be used. If your template is pending or rejected, you won't be able to select it for sending. Templates cannot be edited or deleted once submitted.
Choose the template

Step 2 — Select guests

In the second step you'll see your guest list with their name, phone number, whether the message was already sent, whether they viewed the invitation, and their confirmation status.

Select who you want to send the invitation to. You can pick them one by one or use filters to select by status (confirmed, pending, etc.).

The counter at the top shows how many guests you've selected. When you're done, click Next.

Use filters to send only to guests who haven't received the message yet or haven't confirmed. That way you avoid messaging the same guest twice.
Select guests

Step 3 — Review and confirm the send

In the summary you'll see the selected template, the WhatsApp line that will be used, and how many guests will receive the message.

If everything looks good, click Send invitations. Messages will be queued with Meta and start sending right away.

Review and confirm the send

Test message

Before confirming the bulk send, you can click Send a test message. Pick a guest from your list and they'll receive the message so you can verify everything looks correct.

The test is sent to one guest at a time and doesn't count as a final send.

Test message

What happens after sending?

You'll see a progress indicator with real-time send status. The page updates on its own — you don't need to reload it.

When it's done, a green confirmation will show how many messages were sent successfully and when the send finished.

If a guest didn't receive the message, check that your payment method in Meta is set up correctly.

If a send is in progress, wait for it to finish before starting another. Don't close the page while the send is running.
If your guests didn't receive the message even though the send shows as completed, you likely need to set up a payment method in Meta. See the costs and payment guide to fix it.
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