How to Import and Load Snapshots

Overview

Snapshots allow you to quickly apply pre-built assets and configurations to new client accounts, saving time on manual setup. This guide covers how to import a snapshot into your agency account and then load it into a specific client (sub-account).

Importing a Snapshot from a Share Link

To import a snapshot using a shared link:

1. Log into your CRM in a web browser.
2. Open a new browser tab.
3. Paste the snapshot share link into the address bar and press Enter.
4. Click the Yes! Import Now button to complete the import.

Importing a Snapshot from an Email

If you received a snapshot via email:

1. Log into your CRM.
2. Open the email and click the Click here link provided.
3. Click Yes! Import Now to import the snapshot.

Note: Imported snapshots are stored at the agency level. You can view them under Settings > Account Snapshot > Imported Snapshots tab. They are not automatically available inside a client account.

Loading a Snapshot into a Client Account

To apply an imported snapshot to a specific client (sub-account), you must load it manually.

Step 1: Navigate to the Client Management Page

1. From your agency dashboard, go to Sub-Accounts.
2. Find the client account you want to update and click the three dots next to the Switch to Sub-account button.
3. Select Manage Client from the menu that appears.

Step 2: Load the Snapshot

1. On the client management page, click the Actions button.
2. Select Load Snapshot from the dropdown menu.
3. Choose the desired snapshot from the list of pre-imported options.
4. Click Proceed.
5. On the next screen, select which assets from the snapshot you want to push to the client account. You can also skip any assets you do not wish to import.
6. Click Proceed again.
7. A conflict check will be performed. Click the + icon to review any potential conflicts, then click Proceed.
8. Type Confirm in the text box and the loading process will begin.

Note: If your snapshot contains webinars, importing them will clone the webinar pages and automatically create the corresponding webinar sessions. All related webinar data will be restored.