Using the Snapshot Asset Viewer
What is the Snapshot Asset Viewer?
The Snapshot Asset Viewer is a tool within your CRM that allows you to inspect the contents of a snapshot before you decide to load, share, or import it. By clicking on a snapshot from the Account Snapshots page, you can see a detailed list of all the assets included. This upfront visibility helps prevent accidental overwrites of existing funnels, emails, or automations, and ensures you have a complete understanding of what you are about to transfer.
Key Benefits
- Enhanced Transparency: Review all assets contained in a snapshot before taking any action.
- Improved Efficiency: Quickly find specific items using the search function.
- Error Prevention: Avoid costly mistakes by confirming the snapshot contents prior to loading or sharing.
- Faster Troubleshooting: Quickly identify if expected components are missing from a snapshot.
- Audit Readiness: Maintain a clear record of assets for compliance or review purposes.
How to View Assets in a Snapshot
Follow these steps to see what is inside a snapshot:
- Go to Settings and select Account Snapshots.
- Choose a snapshot category: My Snapshots, Shared Snapshots, or Imported Snapshots.
- Click directly on the name of the snapshot you wish to inspect. The list of all contained assets will appear immediately.
Using the Search Function
To quickly locate a specific asset within a large snapshot:
- Locate the Search assets field at the top of the asset list.
- Type a keyword related to the asset you are looking for (e.g., a workflow name or email subject). The list will filter in real time as you type.
- To view the full list again, simply clear the search field.
Supported Asset Types
The Snapshot Asset Viewer displays all asset categories that can be included in a CRM snapshot. This comprehensive list includes:
- Funnels and funnel steps
- Websites and pages
- Workflows
- Email and SMS templates
- Calendars and calendar settings
- Forms and surveys
- Products and offers
- Webinars
- AI Studio projects