Snapshots - Overview

List of client account items copied using Snapshots:

1. Custom Fields

2. Custom Values *0

3. Triggers *1

4. Trigger Links

5. Surveys

6. Forms

7. SMS Templates

8. Email Templates *2

9. SMS *3

10. Email *4

11. Custom Communications *5

12. Campaigns *6*7

13. Pipelines

14. Calendars *8

15. Tags

16. Folders

17. Funnels *10

18. Membership products and offers

19. Workflows *9

20. Teams *11

*Notes

*0 - The Values of the Custom Values do not get copied, only the Key does.

*1 - Triggers copied over from a Snapshot will start in Draft mode

*2 - There are three types of emails that get saved in Snapshots: Emails built-in Marketing > Emails, emails built-in Marketing > Text & Email Templates, and emails built-in Marketing > HTML builder

*3 - This is the SMS template for Reputation Management (Settings -> SMS)

*4 - This is the Email template for Reputation Management (Settings -> Email)

*5 - These are the Custom Communications settings for Reputation Management (Settings -> Custom Communications)

*6 - Campaigns copied over from a Snapshot will start as Published

*7 - Users (a feature in Campaign Configurations) is not copied over as we do not copy Users within Snapshots as we assume the users for each account will be different

*8 - Includes calendar settings for each calendar

*9 - Workflows saved in Snapshots do not include: Facebook add to custom Aud., Facebook remove from customer Aud., Add to Google Analytics, Add to google Adwords, FB Conversion API

*10 - Products created in Funnels do not get saved to Snapshots. Tracking codes also do not get included in Snapshots.

*11 - Teams in Snapshots are not active by default and must be manually activated by a team member

List of client account items that do NOT copy over when using a Snapshot.

• Contacts do not transfer over.

• Conversations do not transfer over.

• Tracking codes that you have set up on the backend on websites and or funnels will not transfer.

• Integrations do not transfer over.

• Users do not transfer over.

• Reporting data does not transfer.

• Reputation does not transfer over.

• The data within a custom value.

• Any customization that is done to the chat widget.

• Any integrated domains do not transfer

• company settings inside the companies settings tab do not transfer over.

• Existing tasks or manual actions do not transfer over.