Manage Linked Assets in Snapshots
What is Snapshot Asset Linking?
Snapshot Asset Linking gives you manual control over which assets—such as workflows, funnels, forms, and other components—are included when you deploy a snapshot. Rather than automatically pushing all assets, you can now review and select exactly which items should be included, providing greater precision and flexibility in your snapshot deployments.
Key Benefits of Snapshot Asset Linking
This feature helps you streamline and customize your snapshots, making them more efficient and tailored to your needs.
- Choose only the assets you want to include in a snapshot push
- Prevent outdated, unused, or unnecessary assets from being copied
- Quickly view which assets are linked (enabled) and unlinked (disabled)
- Ensure cleaner deployments with less manual cleanup required
- Make snapshot management more scalable and repeatable
- Increase confidence in what is being deployed to client or internal accounts
How to Manage Linked Assets in Snapshots
Follow these steps to control which assets are included in your snapshots:
- Navigate to Account Snapshots
- Click on My Snapshots
- Locate the snapshot you want to manage and click the three-dot menu (More Actions)
- Select Edit Snapshot
- Use the interface to review assets and toggle their inclusion: enabled assets will be pushed, disabled assets will not
- Click Save to confirm your selections
Where to Find the Feature
You can access the asset control interface by following this path: Account Snapshots → My Snapshots → More Actions (three dots) → Edit Snapshot.
Why This Feature Matters
Previously, snapshot pushes included all assets by default, which could lead to errors and require additional cleanup. With this update, you can deploy only the assets you need, saving time, reducing confusion, and improving accuracy—especially for agencies managing multiple accounts or templates. Whether launching a new client or maintaining a template library, this feature ensures your snapshots remain lean and efficient.
Frequently Asked Questions
Can I edit assets after a snapshot has been pushed?
You cannot directly edit a pushed snapshot, but you can create a new version or update it with changes.
What happens if I unlink an asset—will it delete from existing sub-accounts?
No. Unlinking only affects future snapshot pushes; it does not impact assets already deployed.
Is this available for system-provided snapshots?
This feature is currently available for user-created snapshots only. System snapshots are not editable.
Do I need to save changes after editing linked assets?
Yes. Always click Save to confirm your asset selections.
Can I filter or search for specific assets when editing?
Yes. The interface includes filter and search tools to help you quickly locate assets.
Next Steps
Review your current snapshots and their linked assets, unlink any assets you do not want included in future pushes, create a test deployment to validate your settings, and explore how snapshot versioning can help manage updates across clients.