Managing WhatsApp templates across multiple Sub-Accounts can be time-consuming, but using snapshots makes the process seamless. With WhatsApp Template support in Snapshots, agency owners can quickly copy and apply pre-configured templates across different Sub-Accounts without the hassle of manual recreation.

Create a Snapshot

To begin, navigate to the Agency View and locate the "Account Snapshots" section in the left sidebar. If you do not have an existing snapshot, you will need to create one.

Enter a Name for your snapshot and choose the Sub-Account from which you want to extract the necessary information. Click "Next" to proceed

Search for or Create a Sub-Account

Before applying the snapshot, ensure that the correct sub-account is selected or created. Use the Search function to locate an existing Sub-Account. If the Sub-Account does not exist, create a new one.

Once you have identified the correct sub-account, click the three-dotted button next to it, and in the popup, select Manage Client.

Load Snapshot

Click on the "Actions" dropdown menu. Select “Load Snapshot.”

In the popup window, choose the snapshot that contains the WhatsApp templates you want to apply.

Click "Select All" to ensure all relevant assets are included. Click “Proceed”, then follow the remaining prompts to finalize the process.

You’ll receive a notification once the snapshot upload is complete. Look for it in the top right corner by clicking the bell icon.

Review and Use the Templates

Head to Settings > WhatsApp the sub-account. Check the approval status of the imported templates. Once approved, the templates are ready to use in Workflows, Bulk Messaging, and Conversations.

By following these steps, you can seamlessly load WhatsApp templates into your Sub-Accounts, ensuring a smooth and consistent communication experience for your clients and customers.

Why Use This Feature?

• Save Time: Avoid recreating templates manually for each sub-account.
• Automatic Meta Submission: Templates are automatically sent for approval, reducing manual effort.
• Preserve Media and Variables: All media files (images, PDFs, videos) and variable mappings are carried over, ensuring that templates work as intended.
• Consistency: Standardize messaging across multiple locations, ensuring a unified brand voice.
• Scalability: Quickly deploy templates across your entire client base, saving time and reducing errors.

Important Notes

• A WhatsApp Subscription is required for the destination sub-account to use this feature.
• Meta approval times may vary, so check the status after importing.
• Imported templates cannot be edited until they are approved by Meta.