Creating New Snapshots in CRM

What is a Snapshot?

A snapshot in CRM is a reusable template that captures the complete configuration of a sub-account, including workflows, funnels, calendars, forms, campaigns, custom fields, and more. This allows you to replicate successful setups across multiple client accounts efficiently.

Note: You do not build a snapshot directly. Instead, you first configure a sub-account and then create a snapshot from that account.

Key Benefits of Snapshots

• Save Time: Quickly deploy repeatable configurations.
• Ensure Consistency: Maintain uniform setups across clients or industries.
• Enable SaaS Offers: Use pre-built account templates for SaaS plans.
• Selective Asset Control: Include all assets or choose specific ones as needed.

How to Create a Snapshot

Step 1: Access Account Snapshots

From the Agency View, click Account Snapshots. Then, click the blue + Create New Snapshot button located in the top right corner.

Step 2: Name the Snapshot and Select Sub-Account

Enter a descriptive name for the snapshot (e.g., “Spa Funnel Setup”) and select the sub-account that contains the assets you want to capture.

Step 3: Choose Assets to Include

You will see a list of all assets available in the selected sub-account. Click Select All to include everything, or expand each category using the + icon to choose individual assets. Once you have made your selections, click Create.

Note: If any assets fail to load during this step, a Retry option will appear. Clicking it will reattempt fetching the incomplete categories without requiring you to restart the snapshot creation process. This is particularly useful when dealing with a large number of assets or intermittent load delays.

Including LinkedIn Campaigns

You can include LinkedIn campaign structures in a snapshot. Navigate to Marketing assets → Ad Campaigns – LinkedIn. Select specific campaigns or choose Select All (which shows Selected/Total). CRM preserves the full hierarchy: Campaign Group → Campaign → Ad.

Note: Lead Gen Forms are not included in snapshots.

Note: Associations between CRM objects are automatically included in snapshots as long as both objects in the relationship are selected. Contact-to-Contact associations are not supported at this time.

Frequently Asked Questions

Q: Where do I build a snapshot?

A: You build a sub-account, not the snapshot itself. Then, you capture that sub-account using the snapshot tool.

Q: What’s included in a snapshot?

A: Included: Workflows, Funnels, Calendars, Forms, Emails, Triggers, Custom Fields, Custom Values, Membership content, Services, Webinars, AI Studio projects, and more. Not included: Contacts, Appointments, Conversations, Reputation data, Stripe connections, or integrations.

Q: Can I use a snapshot more than once?

A: Yes! You can apply a snapshot to as many sub-accounts as needed.

Q: Can I update a snapshot later?

A: Yes. Use the Refresh option to add or remove new assets from an existing snapshot.