Understanding Snapshot Version Management

What is Snapshot Version Management?

Snapshot Version Management is a feature within your CRM that automatically tracks changes to your account snapshots. Every time you refresh a snapshot, the system creates a new version, allowing you to review exactly what was added, removed, or synchronized compared to the previous version. This provides a clear audit trail of modifications to templates used for copying assets across sub-accounts, ensuring transparency and accuracy in your operations.

Key Benefits of Snapshot Version Management

This feature enhances collaboration and troubleshooting by offering detailed visibility into snapshot changes over time. Key advantages include:

• Audit Trail: Maintain a chronological record of all versions with summarized change information.
• Faster Troubleshooting: Quickly compare versions to identify what changed between shares or imports.
• Team Alignment: Ensure all team members and clients are referencing the same snapshot version.
• Operational Accuracy: Use product category labels to easily locate assets within sub-accounts.
• Reduced Manual Work: Eliminate the need for manual tracking spreadsheets with automated version history.

Version History Panel

The Version History panel displays a chronological list of all versions created through successful snapshot refreshes. Each entry shows:

• The date and time the version was created
• A summary of changes (added, removed, and synced counts)
• The user who performed the refresh
• Options to select any version for detailed review

Version History Details

When you open a specific version, you'll see a detailed breakdown of changes organized by asset type. This view helps you understand exactly what differed from the previous version, including:

• Assets grouped by category (funnels, workflows, emails, etc.)
• Specific items that were added, removed, or synced
• Information about where each asset resides in your account

This detailed view helps confirm snapshot contents before sharing or importing.

Version References in Snapshot Lists

Version references appear throughout your snapshot management interface to help maintain alignment during collaborations. You'll find version information in:

• My Snapshots list
• Imported Snapshots list
• Shared Snapshots list

These references ensure everyone is working with the correct version when sharing or importing snapshots.

How to Use Snapshot Version Management

Follow these steps to effectively utilize version management in your daily workflow:

1. Navigate to Agency view → Account Snapshots → My Snapshots
2. Click on a snapshot name to open the asset viewer
3. Switch to the Version History tab to view all recorded versions
4. Click any version row to see detailed change information
5. After adding or updating assets, refresh the snapshot from the My Snapshots list view
6. A new version will be created after a successful refresh
7. When sharing or importing snapshots, use the version reference to confirm alignment with collaborators

Example Use Cases

Snapshot Version Management supports various practical scenarios:

• Large-Scale Updates: Review version changes before pushing updates to multiple locations to ensure completeness.
• Pre-Share Quality Assurance: Verify that only intended changes are included before sharing snapshots with clients or partners.
• Collaboration Alignment: Compare version references across My Snapshots, Imported Snapshots, and Shared Snapshots to ensure everyone is working with the same build.
• Troubleshooting Missing Assets: Use version details to identify if assets were removed or synced when locations report missing items.
• Deprecation Verification: Confirm that retired assets appear in the Removed section after refresh during cleanup operations.

Frequently Asked Questions

When is a version created?

A new version is created each time you successfully refresh a snapshot. The system automatically records the changes and generates a new entry in the version history.