Skip to main content

Importing WhatsApp Templates Using Snapshots in Stack

Effortlessly manage your WhatsApp templates across multiple accounts by utilizing Snapshots in Stack. Follow this guide to streamline the process.

Steps to Import WhatsApp Templates​

Step 1: Create a Snapshot​

  1. Log in to your Stack account.
  2. Navigate to Account Snapshots.
  3. Click on Create New Snapshot.
  4. Enter a Snapshot Name.
  5. Select the Sub-Account from which you want to copy the templates.
  6. Click Next to continue.

Step 2: Select and Finalize Assets​

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

Step 3: Load the Snapshot into a Sub-Account​

  1. Navigate to Sub-Accounts.
  2. Select the Sub-Account where you want to apply the Snapshot.
  3. Click on the three dots and choose Manage Client.
  4. Click on Actions and select Load Snapshot.

Step 4: Transfer Assets​

  1. Choose the Snapshot Name from the list.
  2. Click Proceed.
  3. Select all the assets (templates, workflows, etc.) you want to transfer.
  4. Click Proceed to continue.

Step 5: Complete the Process​

  1. Once the process is complete, click OK.
  2. Note: All templates will be submitted for Meta approval before use.

FAQ​

What is a Snapshot in Stack?​

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

Why use Snapshots for WhatsApp templates?​

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

How do I create a Snapshot for WhatsApp templates?​

  1. Log in to Stack.
  2. Navigate to Account Snapshots.
  3. Click Create New Snapshot.
  4. Enter a Snapshot Name and select the Sub-Account to copy templates from.
  5. Click Next and select the assets you want to include.
  6. Click Create to finalize.

How do I apply a Snapshot to a Sub-Account?​

  1. Go to Sub-Accounts.
  2. Select the Sub-Account to import the Snapshot.
  3. Click the three dots and choose Manage Client.
  4. Click Actions and select Load Snapshot.

What happens after the import is completed?​

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

What if the WhatsApp templates are not appearing?​

  1. Ensure the correct Snapshot was selected during the import process.
  2. Verify all necessary assets were chosen before proceeding.
  3. Refresh the Sub-Account and check under Automations → Templates.

Can I edit a Snapshot after it has been created?​

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

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

Yes, you can reuse the same Snapshot for multiple Sub-Accounts to easily replicate configurations.