WhatsApp Template Integration in Snapshots for Agencies

WhatsApp Template Support in Snapshots: A Streamlined Approach for Agencies

We're excited to introduce the integration of WhatsApp Template support in Snapshots, designed to streamline the management of WhatsApp templates for agency owners. This added functionality means you can efficiently copy and manage templates across multiple accounts, eliminating manual recreation and ensuring a seamless workflow across various business locations.

What's New in WhatsApp Template Support?

1. Seamless Template Migration
   Agency administrators can now effortlessly include WhatsApp templates in Snapshots and import them into different accounts. Say goodbye to manually recreating templates—simply copy them over with ease.

2. Automatic Template Submission
   After importing a WhatsApp template, it is instantly submitted to Meta for approval, removing the need to reconfigure and resubmit each template manually.

3. Media Files and Variations Kept Intact

Any media files associated with the templates, such as images, PDFs, and videos, are automatically transferred along with the template. Variable mappings are also preserved, ensuring functionality without additional setup.

4. Supports All Template Categories
   Both Utility and Marketing templates are supported within Snapshots, maintaining their integrity and compliance with Meta's policies upon transfer.

5. Accelerated Scaling and Consistency
   Agencies overseeing multiple accounts can now standardize WhatsApp templates across various locations, saving time, minimizing errors, and ensuring uniform messaging.

How to Leverage This Feature

1. Add WhatsApp Templates to a Snapshot

   • Navigate to Settings → Account Snapshots.
   • Create a new Snapshot or edit an existing one.
   • Select WhatsApp Templates as part of the Snapshot components.
   • Save and apply the Snapshot to other accounts.
     

2. Import Templates into a New Account

   • Open the destination account for Snapshot application.
   • Access Settings → Snapshots, select the Snapshot containing WhatsApp templates, and apply.
   • Templates will be imported and automatically submitted to Meta.
     

3. Review and Implement Templates

• Go to Settings → WhatsApp Templates in the new account.
• Verify the approval status of imported templates.
• Approved templates are ready for Workflows, Bulk Messaging, and Conversations.

Why This Feature Benefits You

• Time Efficiency: Reduces the effort required to recreate templates.
• Lower Manual Workload: Automatic Meta submission simplifies approvals.
• Uniformity Across Locations: Standardizes messaging for consistency.
• Enhanced Scalability: Rapid deployment of templates across the client base.

Important Notes

• A WhatsApp Subscription is required for the destination account to utilize this feature.
• Meta approval times can differ; check the approval status post-import.
• Templates remain uneditable until Meta approval.

By integrating WhatsApp Template support in Snapshots, you're ensuring a more efficient, scalable, and consistent approach to managing communication across multiple business locations. Keep your workflow streamlined and your messaging on point with this new functionality.

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