Invitio
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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
    Public RSVP
    View and manage confirmations
    Import guests
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. Set up Meta official

Set up Meta official

Connect your WhatsApp Business through Meta and start sending invitations in a stable, professional way. We guide you step by step so you don't get lost along the way.

To complete this setup you need a Facebook/Meta account and a Meta business portfolio. If you don't have a portfolio yet, follow the link below.
How to create my business portfolio

Before you start

Have your business portfolio ready in Meta for Business — it's where Meta groups your business, pages, and WhatsApp account.

Also have your WhatsApp Business account ready on your mobile device.

Step 1: Open WhatsApp Integration

In your event panel, go to Manage Guests or select Guests from the side panel. There you'll find the Automatic WhatsApp sending button.

You'll see two options: WhatsApp Personal and WhatsApp Business — select the second one.

If you're a collaborator, remember that the event owner must complete this setup.

Invitio panel menu with WhatsApp Integration option

Step 2: Connect with Facebook

Click Connect My WhatsApp Business and sign in with the Facebook account that manages your business on Meta.

From here Meta opens its own setup flow outside Invitio. That's normal — the sub-steps 1 through 8 below guide you through each screen you'll see there.

Screen to connect WhatsApp Business with Facebook in Invitio

Sub-steps in Meta

These screens appear inside Meta's portal. Follow them in order and when you're done, return to Invitio.

1
Connect with Invitio

You'll see the Connect your account easily with Invitio screen. Click Continue to proceed.

Meta screen to connect the account with Invitio
2
Select your business portfolio

Choose your business portfolio. If you don't have one yet, see the link in the Before you start section.

Below, select the option to connect an existing WhatsApp Business app.

Business portfolio selection in Meta
3
Enter your number

Enter the number you'll use for sending — it must be the same one registered on your WhatsApp Business account. Make sure to include the country code.

This number will be used to send your invitations, but don't worry: besides integrating with Invitio, you can keep using WhatsApp Business normally.

Field to enter WhatsApp number in Meta
4
Connect your WhatsApp Business account

Meta will link the WhatsApp Business account for that number. Follow the on-screen instructions.

Screen to connect WhatsApp account in Meta
5
Scan the QR code

Open WhatsApp Business on your phone, go to Linked devices, and scan the QR code on screen.

QR code to link WhatsApp Business
6
Confirm your account

Check that the account name is correct and confirm to continue.

WhatsApp account confirmation in Meta
7
Confirm access

Meta will ask you to authorize Invitio to send messages on your behalf. Review the permissions and accept to continue.

Access permissions confirmation for Invitio
8
Done in Meta!

Meta will confirm that your WhatsApp Business account is connected. You can close this flow and return to Invitio.

Account connected confirmation in Meta

Step 3: Return to Invitio

When you close Meta's flow, you'll return to Invitio and see that your WhatsApp Business is linked.

From there you can review your templates and use Send invitations to start reaching your guests on WhatsApp.

Invitio screen showing successful WhatsApp Business linking
You can now create templates for your automatic messages and start sending invitations. Learn how in the next section.
How to create templates
Previous article
Set up WhatsApp Personal
Next article
WhatsApp templates
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