Monitoring Shared Snapshot Import Activity with Daily Summaries

About Shared Snapshot Import Summaries

The Shared Snapshot Import Summary feature provides agencies with daily visibility into how their shared templates are being used across the CRM platform. Instead of manually checking each snapshot, you can receive automated notifications showing which snapshots are being imported, how frequently they're used, and where the import activity is occurring.

Benefits of Using Import Summaries

This monitoring tool offers several advantages for managing your shared resources:

• Visibility & Transparency: Track daily import activity for selected shared snapshots in one centralized location
• Usage Monitoring: Verify whether your shared snapshots are actually being utilized after distribution
• Resource Management: Identify which snapshots are most active, valuable, or frequently imported
• Streamlined Oversight: Receive daily updates through both in-app notifications and detailed email reports
• Customized Reporting: Select specific shared snapshots to include in your daily summary based on your monitoring needs

Notification Preferences

You have control over which shared snapshots appear in your daily summary. This allows you to focus on monitoring the snapshots that matter most to your team rather than receiving updates for every shared resource.

To include a shared snapshot in your daily summary, you need to enable the summary setting from that snapshot's configuration area. Only snapshots with the "Include in daily summary" option enabled will appear in your reports.

In-App Notifications

The in-app notification provides a quick daily overview of shared snapshot import activity directly within the CRM interface. This streamlined view is ideal for teams who need immediate visibility without opening detailed reports or checking email.

This notification format gives you rapid confirmation about whether your selected shared snapshots received any import activity, helping your team stay informed during their daily workflow.

Email Digest Reports

The email digest offers a more comprehensive daily breakdown of import activity for each included shared snapshot. This detailed format is valuable for agency owners, operations teams, and snapshot managers who need thorough documentation of usage patterns.

The email digest helps you:

• Review specific import activity for each monitored snapshot
• Identify which snapshots are being used most frequently
• Maintain a daily record of shared snapshot utilization
• Understand where snapshot import activity is occurring across your organization

Setting Up Daily Summaries

Step 1: Enable Monitoring for a Shared Snapshot

1. Navigate to the Snapshots section in your CRM
2. Access your Shared Snapshots
3. Select the specific shared snapshot you want to monitor
4. Open the snapshot's Settings area
5. Enable the "Include in daily summary" option

Step 2: Review Daily Activity

Once configured, your CRM will provide daily visibility through:

• In-App Notification: A concise summary of shared snapshot import activity
• Email Digest: A detailed breakdown of import activity for each included snapshot

Frequently Asked Questions

Do all shared snapshots appear in the daily summary automatically?

No. Shared snapshots must be individually included by enabling the "Include in daily summary" setting from each snapshot's configuration.

What's the difference between the in-app notification and email digest?

The in-app notification provides a quick overview within the CRM interface, while the email digest offers a more detailed daily breakdown of import activity for your monitored snapshots.

Can I disable the daily summary for a specific shared snapshot later?

Yes. You can return to the shared snapshot's settings and disable the "Include in daily summary" option at any time.

Does this feature change how snapshots are imported?

No. This feature only monitors shared snapshot import activity. Users continue to import or load snapshots using the existing snapshot workflows.

Should I enable this for every shared snapshot?

Enable monitoring for snapshots where import visibility is important to your team, such as client onboarding templates, partner snapshots, or resources used in active campaigns.