How to import WhatsApp templates using Snapshots into sub accounts

Modified on: Fri, 21 Feb, 2025 at 7:09 AM

TABLE OF CONTENTS

How to import WhatsApp templates using Snapshots into sub accounts
Step 1: Access the Agency Dashboard
Step 3: Proceed to the Next Step
Step 4: Select Assets & Create Snapshot
Step 6: Load the Snapshot
Step 8: Select Assets to Transfer
Step 9: Proceed to the Next Step
Step 10: Complete the Process

FAQ:

How to import WhatsApp templates using Snapshots into sub accounts

Step 1: Access the Agency Dashboard

Log in to your Agency Dashboard.
Navigate to Account Snapshots.
Click on Create New Snapshot.

Step 2: Create a Snapshot

Enter the Snapshot Name.
Select the Sub-Account you want to copy templates from.

Step 3: Proceed to the Next Step

Click Next to continue

Step 4: Select Assets & Create Snapshot

A list of assets linked to the Sub-Account will appear.
Click on Create to finalize the Snapshot.

Now, the Snapshot is created.

Step 5: Access the Sub-Account

Navigate to Sub-Accounts.
Select the Sub-Account where you want to copy the Snapshot.
Click on the three dots and select Manage Client

Step 6: Load the Snapshot

Click on Actions.
Select Load Snapshot

Step 7: Select the Snapshot & Proceed

Choose the Snapshot Name from the list.
Click Proceed.

Step 8: Select Assets to Transfer

Choose all the assets (templates, workflows, etc.) that you want to push.
Click Proceed to the next step.

Step 9: Proceed to the Next Step

Click Proceed to continue.

Step 10: Complete the Process

Once the process is complete, click OK.

Note: After the import process is complete, all templates will be submitted for Meta approval before they can be used.

FAQ:

1. What is a Snapshot in HighLevel?

A Snapshot is a saved template that allows agencies to copy workflows, templates, settings, and automations from one Sub-Account to another.

2. Why should I use Snapshots to import WhatsApp templates?

Using Snapshots helps save time and ensure consistency across multiple Sub-Accounts by transferring pre-configured WhatsApp templates and other assets.

3. How do I create a Snapshot for WhatsApp templates?

Follow these steps:

Log in to Agency Dashboard → Go to Account Snapshots → Click Create New Snapshot.
Enter a Snapshot Name and select the Sub-Account to copy templates from.
Click Next and select the assets you want to include.
Click Create to finalize the Snapshot.

4. How do I apply a Snapshot to a Sub-Account?

Navigate to Sub-Accounts in the Agency Dashboard.
Select the Sub-Account where you want to import the Snapshot.
Click the three dots and select Manage Client.
Click Actions → Select Load Snapshot.

5. How do I import WhatsApp templates using the Snapshot?

Select the Snapshot Name from the list and click Proceed.
Choose the assets (templates, workflows, etc.) that need to be transferred.
Click Proceed to continue the import process.

6. What happens after the import is completed?

The system will automatically transfer all selected assets into the Sub-Account.
Once the process is completed, click OK to confirm.

7. What should I do if the WhatsApp templates are not appearing in the Sub-Account?

Double-check that the correct Snapshot was selected during the import process.
Ensure that all necessary assets were selected before proceeding.
Refresh the Sub-Account and check under Automations → Templates.

8. Can I edit a Snapshot after it has been created?

No, Snapshots cannot be edited after creation. If changes are needed, you must create a new Snapshot and apply it again.

9. Can I apply the same Snapshot to multiple Sub-Accounts?

Yes, you can reuse the same Snapshot and apply it to multiple Sub-Accounts for easy replication.