Applying Snapshot Updates to Client Accounts

Understanding Snapshot Updates

Your CRM provides two methods for updating client accounts with snapshot content: pushing updates and loading snapshots. Pushing updates sends changes from a recently refreshed snapshot to sub-accounts that previously loaded that snapshot. Loading a snapshot adds snapshot items into an existing sub-account without deleting or modifying existing content.

Pushing Updates to Sub-Accounts

When to Use Push Updates

Use this method when you've made changes to your original sub-account, refreshed the snapshot, and want to synchronize those updates to sub-accounts that previously loaded that snapshot.

Important: Always refresh your snapshot before pushing updates to ensure the latest changes are included.

How to Push Snapshot Updates

1. Navigate to Agency View > Account Snapshots
2. Locate your snapshot and click the Refresh icon to pull in recent changes
3. Click the Push Updates icon next to the snapshot
4. Confirm the prompt by clicking OK
5. Select the sub-accounts you want to update
6. Choose which specific assets to push (such as workflows, funnels, or forms)

What Happens During Push Updates

• New assets added via snapshot refresh will be added to the sub-accounts
• Existing assets (like workflows and campaigns) will be overwritten with the latest version from the snapshot
• Any custom changes made by the client to snapshot-linked assets will be lost unless they were duplicated first

Update Behavior Rules

• Items originally created by the snapshot: Will be overwritten during push
• Items edited manually in the sub-account: Will be reverted if included in push
• Items duplicated by the user: Safe and not touched
• Custom Values: Never edited or deleted
• Users: Not modified
• External agency accounts: Cannot receive push updates - they must re-import via shared link

Preventing Overwrites

If you want clients to customize campaigns without risking overwrites:

1. Create a copy of the original item (for example, "Campaign X (Copy)")
2. Instruct the client to make edits to the copied version
3. Update any connected automations to use the copy instead

The copied version is not tracked by the snapshot and will remain untouched during updates.

Loading Snapshots into Existing Accounts

When to Load Snapshots

Use this method when you want to add snapshot content into a live sub-account manually without deleting existing content.

What Happens When Loading Snapshots

• Nothing gets deleted from the existing account
• Snapshot items are added on top of existing content
• If you load the same snapshot multiple times, items will duplicate

Bulk Loading for Multiple Accounts

When loading snapshots into 100+ accounts:

• The first 100 accounts are processed immediately
• The next 100 accounts process after 10 minutes
• Subsequent batches of 100 accounts process every 10 minutes

Choosing the Right Method

• Use Load Snapshot when onboarding a new client with a template
• Use Push Update when clients have already been onboarded and need synchronized changes