Replicate WhatsApp Templates to Sub-Accounts Using Snapshots

Use the Snapshot feature to copy approved WhatsApp templates and related assets from one sub-account to another, ensuring consistency and saving time across your client accounts.

Before You Begin

Ensure the following prerequisites are met:

• Your main agency account must have an active CRM subscription.
• The target sub-account where you want to import the templates must already have WhatsApp properly connected and configured.

Create a Snapshot

Follow these steps to create a Snapshot containing the assets you want to copy.

1. Log into your main Agency Dashboard.
2. Navigate to the Account Snapshots section.
3. Click the button to Create New Snapshot.
4. Provide a name for your Snapshot to identify it later.
5. Select the source sub-account from which you want to copy the WhatsApp templates.
6. Click Next to proceed.
7. A list of available assets from the selected sub-account will appear. Select the items you wish to include, such as WhatsApp templates or connected workflows.
8. Click Create to finalize and save the Snapshot.

Load a Snapshot into a Sub-Account

Once a Snapshot is created, you can apply it to one or more target sub-accounts.

1. From your Agency Dashboard, go to the Sub-Accounts section.
2. Find and select the sub-account where you want to import the templates.
3. Click the three-dot menu icon next to the sub-account and choose Manage Client from the dropdown.
4. Inside the management view, click on Actions.
5. Select Load Snapshot from the menu.
6. A list of your saved Snapshots will appear. Choose the one you created earlier.
7. Click Proceed.
8. On the next screen, confirm the selection of assets you wish to transfer. You can choose all or a specific subset.
9. Click Proceed again to begin the import process.
10. Once the system confirms the process is complete, click OK.

Important Note: After import, all WhatsApp templates will be automatically submitted to Meta for approval. They cannot be used in campaigns until this approval is granted.

Frequently Asked Questions

What is a Snapshot?
A Snapshot is a saved package of configurations—like workflows, templates, and settings—that can be copied from one sub-account to another for easy replication.

Why use Snapshots for WhatsApp templates?
Snapshots ensure brand and messaging consistency across multiple client accounts and eliminate the need to manually recreate templates in each sub-account.

Can I edit a Snapshot after creating it?
No. Snapshots cannot be modified. If you need to make changes, you must create a new Snapshot with the desired assets.

Can I use one Snapshot for multiple sub-accounts?
Yes. A single Snapshot can be loaded into any number of sub-accounts, making it ideal for standardizing setups.

What if the imported templates don't appear?
First, verify that you selected the correct Snapshot and assets during the load process. Then, refresh the sub-account view and check the relevant sections, such as Automations or Templates. Remember that newly imported templates will be in a pending state until approved by Meta.