How to Import WhatsApp Templates into GoHighLevel Sub-Accounts
If you manage multiple workspaces in ClickUp and GoHighLevel, learning how to import WhatsApp templates efficiently can save hours of setup time. This guide walks you through using snapshots to move approved WhatsApp templates into any sub-account without manually rebuilding each message from scratch.
The process is straightforward once you have the right permissions and access. Follow the step-by-step instructions below to ensure your WhatsApp templates are copied correctly and ready to use in client or brand sub-accounts.
What You Need Before You Start in GoHighLevel
Before importing WhatsApp templates into a GoHighLevel sub-account using snapshots, there are a few key requirements to check. Without these, the snapshot installation may fail or your templates may not appear as expected.
- An active GoHighLevel agency account with access to the agency dashboard.
- At least one sub-account where you want to install the WhatsApp templates.
- Access to the snapshot that contains the WhatsApp templates you want to import.
- Proper user permissions to install snapshots into sub-accounts.
Once these elements are ready, you can proceed with the import process using the built-in snapshot tools.
Accessing the Snapshot in GoHighLevel
The first step is to locate the snapshot that holds the WhatsApp templates you plan to reuse or share across sub-accounts.
Step 1: Log in to Your GoHighLevel Agency Dashboard
- Sign in to your agency-level GoHighLevel account.
- From the left-hand navigation, look for the area where snapshots are managed, usually found under the “Agency” or “Account” settings section.
Make sure you are operating at the agency level, not inside an individual sub-account, when working with snapshots.
Step 2: Open the Snapshots Section
- Navigate to the snapshots module in GoHighLevel.
- Locate the specific snapshot that contains your WhatsApp templates. This snapshot may have been created by you, shared with you, or provided as part of a template package.
- Confirm that the snapshot clearly indicates it includes WhatsApp templates, flows, or related messaging assets.
If you do not see the snapshot listed, verify with your team or provider that it has been correctly shared with your agency account.
Installing the Snapshot into a GoHighLevel Sub-Account
After identifying the correct snapshot, you can install it into one or more sub-accounts. This is where the WhatsApp templates are actually imported and made available for use.
Step 3: Select the Target Sub-Account
- Within the snapshots section, choose the option to install or load the snapshot.
- From the list of sub-accounts, select the one where you want the WhatsApp templates to be imported.
- Double-check you are picking the correct sub-account, especially when managing multiple client or brand workspaces in GoHighLevel.
The selected sub-account will receive all items packaged inside the snapshot, including WhatsApp templates and any related assets.
Step 4: Start the Snapshot Installation
- Click the button or link to begin installing the snapshot into the chosen sub-account.
- Wait for the system to process the installation. Depending on the size of the snapshot and the number of items, this may take a few moments.
- A progress indicator or completion message should appear once the process finishes.
Do not close your browser or navigate away from the GoHighLevel dashboard until the snapshot installation is fully complete.
Verifying WhatsApp Templates After Import in GoHighLevel
Once the snapshot is installed, you need to verify that the WhatsApp templates were successfully imported into the sub-account and are ready to use.
Step 5: Switch into the Sub-Account
- From the agency view, click to open the sub-account where you installed the snapshot.
- Confirm that you are now operating inside the correct sub-account environment in GoHighLevel.
All templates, workflows, and associated resources from the snapshot will now reside within this specific sub-account.
Step 6: Locate the Imported WhatsApp Templates
- Within the sub-account, navigate to the section where WhatsApp templates are managed. This could be within the messaging, templates, or conversations area, depending on your setup.
- Look for the templates that were included in the snapshot. They may be grouped by name, category, or use case, such as promotional, transactional, or support templates.
- Open a few templates to verify that the content, placeholders, and formatting have been imported accurately.
If templates appear missing or incomplete, double-check that you installed the correct snapshot and that there were no errors during installation.
Best Practices for Managing WhatsApp Templates in GoHighLevel
After your WhatsApp templates are imported, it is important to manage them correctly so that they remain organized and easy to use across your team.
- Rename or categorize templates: Update naming conventions so team members can quickly identify the right WhatsApp template for each use case.
- Test before sending: Send test messages to internal numbers to confirm layout, variables, and personalization fields work as expected.
- Document usage: Keep an internal guide or SOP describing how and when each template should be used for campaigns, support, or follow-ups.
- Maintain approvals: Ensure that any required WhatsApp Business approvals remain valid and that changes are resubmitted if needed.
These practices help maintain consistency across multiple GoHighLevel sub-accounts and keep your messaging aligned with brand and compliance standards.
Troubleshooting Snapshot-Based Imports in GoHighLevel
If you encounter issues while trying to import WhatsApp templates using snapshots, start with the following checks.
- Snapshot content: Confirm that the snapshot actually includes WhatsApp templates and not just funnels or workflows.
- Permissions: Verify that your user role in GoHighLevel allows you to install snapshots and manage messaging templates.
- Correct account: Make sure you installed the snapshot into the intended sub-account and that you are viewing templates in that same sub-account.
- Reinstall if needed: If something went wrong during installation, try reinstalling the snapshot or requesting a fresh copy from the provider.
For a deeper reference, consult the original documentation on how to import WhatsApp templates using snapshots into sub-accounts on the official help portal: view the full guide here.
Using Professional Help with GoHighLevel Implementations
If you need strategic help with setting up multiple sub-accounts, managing WhatsApp templates, or building reusable snapshots, consider working with an implementation partner experienced in GoHighLevel. Agencies and consultants can help you design scalable systems, especially when you manage many brands or clients.
For additional resources, optimization services, and implementation support, you can visit Consultevo for expert assistance.
Summary: WhatsApp Template Imports via Snapshots in GoHighLevel
Using snapshots to import WhatsApp templates into sub-accounts is one of the most efficient ways to standardize messaging across your entire GoHighLevel ecosystem. By confirming your prerequisites, selecting the right snapshot, installing it into the correct sub-account, and verifying the imported templates, you can deploy approved messaging in just a few minutes.
Follow the steps in this guide whenever you need to roll out WhatsApp templates to new client sub-accounts, refresh existing setups, or maintain consistency across multiple projects within your GoHighLevel agency account.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
“`