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Invite WhatsApp Tab

Access the Scheduled Meeting​

On the MeetingPal Home Page, locate the left-hand menu.

Select Meetings.

From the dropdown list, locate and select the scheduled meeting for which you want to configure and send WhatsApp invitations.

Open the Invite WhatsApp Tab​

In the selected meeting’s dropdown menu, click Invite WhatsApp.

The Invite WhatsApp page will open.

Understanding the Invite WhatsApp Page​

The Invite WhatsApp page allows you to:

  • Create and edit the WhatsApp message sent to attendees.
  • Insert each attendee’s unique meeting link.
  • Include meeting details and joining instructions.
  • Save and preview the message before sending.

Edit the WhatsApp Message​

Update the message to include information such as:

  • Meeting title.
  • Date and time.
  • Venue or online meeting details.
  • Instructions for joining and voting.
  • Contact details for assistance.

MeetingPal may automatically insert placeholders for each attendee’s personalised meeting link.

Save the WhatsApp Template​

After editing the message, click Save Message or Save WhatsApp Template.

The saved template will be used when sending WhatsApp invites for this meeting.

Send a Test WhatsApp Message​

If the option is available:

  • Click Send Test Message.
  • Confirm your mobile number.
  • Review the received message to verify formatting and the meeting link.

Send WhatsApp Invitations​

Navigate to the Invitees page.

Click Notify Users.

Select the appropriate WhatsApp sending option, if available.

Confirm recipient selection.

Click Send Now.

Alternatively, some configurations may allow you to send directly from the Invite WhatsApp page.

Review Delivery Status​

After sending, MeetingPal may display:

  • Sent and delivered counts.
  • Failed deliveries.
  • Invalid mobile numbers.

Use this information to identify attendees who may need updated contact details.

Best Practices​

Ensure attendee mobile numbers are stored in the correct international format.

Send a test message before notifying all attendees.

Keep messages concise and easy to read.

Include clear instructions and the personalised meeting link.

Important Notes​

WhatsApp messaging must be enabled for your organization.

Delivery depends on valid mobile numbers and attendee access to WhatsApp.

Messaging charges may apply depending on your account configuration.

Saved templates are specific to the selected meeting.