How to import WhatsApp templates using Snapshots into sub accounts

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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.

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Step 2: Create a Snapshot

  • Enter the Snapshot Name.

  • Select the Sub-Account you want to copy templates from.

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Step 3: Proceed to the Next Step

  • Click Next to continue

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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.

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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

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Step 6: Load the Snapshot

  • Click on Actions.

  • Select Load Snapshot

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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.

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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.