Configure Snapshot Push Locations for Individual Sub-Accounts
Configuring Snapshot Push Locations
You can now manage precisely which locations in a sub-account receive a snapshot when it is pushed. This allows you to selectively push a snapshot to specific sub-account locations, such as a single campaign or workflow set, rather than pushing it to all locations at once.
How to Edit Snapshot Push Locations
To change which locations a snapshot will be pushed to, follow these steps:
- Navigate to Account Snapshots in your CRM.
- Click on the My Snapshots tab.
- In the list of your snapshots, locate the one you want to configure and click the More Actions menu (represented by three dots) for that row.
- Select Edit Snapshot from the menu that appears.
- Within the edit view, you will find the settings for push locations. Here, you can see a list of all available locations within the sub-account, each with a clear status indicator showing whether it is currently enabled or disabled to receive this snapshot.
- Toggle the status for each location as needed to include or exclude it from the snapshot push.
- Save your changes. The next time this snapshot is pushed, it will only be sent to the locations you have enabled.
Purpose of This Feature
This feature was developed to provide you with finer control and better visibility over your snapshot management. By allowing you to see and edit push locations from a single, clear interface, the process becomes more intuitive and efficient, helping you avoid unintended overwrites in parts of a sub-account you wish to leave unchanged.