Managing Snapshots: Selective Assets and Forced Creation

This guide explains how to use the enhanced snapshot management tools in your CRM to create and refresh snapshots with greater control. You can choose specific assets to include, update existing snapshots selectively, and force the creation of a snapshot even if some assets fail to load.

What is Snapshot Management?

Snapshot Management allows you to capture a copy of your sub-account's setup—including workflows, funnels, emails, and other elements—so you can reuse it in other accounts. The enhanced features give you more precision, letting you pick exactly which items to include, refresh only certain parts of a snapshot, and bypass loading errors when needed.

Benefits of Enhanced Snapshot Management

The improved snapshot tools are designed to save time and reduce errors. Key advantages include:

• Select specific assets to include, so you create snapshots that are focused and relevant.
• Refresh only the assets you choose, which speeds up the update process.
• Force snapshot creation to avoid being stopped by temporary loading issues.
• A clearer interface for selecting assets makes the process more intuitive.
• Better error handling provides helpful prompts and keeps the operation moving.
• Progress indicators show how much of the snapshot has been processed.
• Individual assets that fail to load can be retried separately, so one problem doesn't block the entire snapshot.

Creating a New Snapshot with Selective Assets

To build a snapshot that contains only the items you need:

1. Navigate to the Account Snapshots section from the main menu.
2. Click the Create New Snapshot button.
3. Give your snapshot a clear, descriptive name.
4. Use the dropdown to select the sub-account you want to capture assets from.
5. You will see a list of all available assets. Check the boxes next to the specific workflows, funnels, emails, or other items you wish to include.
6. Click Create to save the snapshot with your selected assets.

Refreshing an Existing Snapshot Selectively

To update a snapshot by adding or removing specific assets:

1. Go to Account Snapshots and locate the snapshot you want to update.
2. Click the refresh icon next to the snapshot.
3. A list of currently included assets will appear, with each one pre-selected. Modify the selection by checking or unchecking items as needed.
4. Click Refresh to apply the changes to the snapshot.

How Force Snapshot Creation Works

If the system encounters an error while trying to load certain assets during snapshot creation, it will display a warning. Instead of stopping the process, you can choose the Force Create Snapshot option. This will save all assets that loaded successfully, and any that failed will be skipped. After creation, a summary report will list the skipped assets so you can address them later.

Frequently Asked Questions

What happens if I don't select any assets when creating a snapshot?
The snapshot will be created, but it will be empty. You can refresh it later to add assets.

Can I edit the contents of a snapshot after it's created?
You cannot directly modify a snapshot's contents, but you can refresh it to change which assets are included.

Does forcing a snapshot creation risk data loss?
No. Skipped assets are not deleted; they are simply excluded from that snapshot. You can attempt to include them in a future snapshot or refresh.

Will I know which assets were skipped during a forced creation?
Yes, a summary is provided after the snapshot is created, listing any assets that were not loaded.

Can I force a refresh of a snapshot?
No, the force creation option is only available when creating a new snapshot, not when refreshing an existing one.