How To Create Your Own Customer Snapshot

How To Create Your Own Customer Snapshot

How to create your own branded snapshot to import into your client's accounts. 

1. Access the Agency Dashboard:

   • Go to the agency dashboard.

2. Select Account Snapshots:

   • Click on Account Snapshots in the left sidebar.

3. Create a New Snapshot:

   • Click on the blue Create Snapshot button in the top right corner.

4. Enter Snapshot Details:

   • A pop-up will appear. Enter the name you want for your snapshot.
   • Under the Sub Account tab, click on the dropdown to see your sub accounts. Choose the sub account you want to make a snapshot of and hit Next.

5. Select Content for the Snapshot:

   • You will see all the components included in the sub account. Select or deselect the items according to your preference.

6. Finalize Creation:

   • Hit Create to complete the snapshot process.
   • Your snapshot is now created!