Creating Snapshots for Agency Administrators

A snapshot is essentially a template or clone of a specific configuration within your CRM account. It captures the setup of features such as calendars, pipelines, marketing campaigns, automation, and forms at a given point in time. This snapshot can then be applied to new or existing sub-accounts, streamlining the setup process and ensuring consistency across your agency's client accounts.

Who Can Create a Snapshot?

• Only agency administrators have the capability to create snapshots.
• Users with access to only sub-accounts will not be able to perform this action.

Step 1: Switch to Agency View

Begin by navigating to your agency view. This is crucial as the snapshot creation process is initiated from this level.

1. In your CRM dashboard, locate the sub-account selector section.
2. Click on the name of your current sub-account.
3. Select "Switch to Agency View."

Step 2: Create a New Sub-Account

From the agency view, you will create a new, blank sub-account which will later be transformed into a snapshot.

1. Select "Sub-Accounts" from the menu.
2. Choose "Create New Sub-Account."
3. Opt for a "Regular Account" rather than a SaaS account.
4. Select "Blank Snapshot" to start from scratch.

Filling Out Sub-Account Information

• The information entered here can be generic, such as using "Demo" for names.
• Important: Under "Business Name" in the general info section, use the intended name of the snapshot. This name will be visible as the sub-account name.

Step 3: Configure the Sub-Account

With the blank sub-account created, you'll now add and configure various CRM components according to your needs.

Calendars

• Create and label calendars with predetermined configurations.

Pipelines

• Build pipelines for managing opportunities. A simple agency pipeline might include stages like New Leads, Booked Calls, Agreement Sent, Onboarding, Active Clients, and No-Shows.

Marketing and Automation

• Set up email campaigns, templates, and automation. Organizing automation into folders is a recommended practice.

Sites and Forms

• Configure your website funnels, landing pages, and forms. These elements will be included in the snapshot.

Step 4: Create the Snapshot

After configuring the sub-account, you'll convert it into a snapshot.

1. Return to the agency view and select "Account Snapshots."
2. Choose "Snapshots" from the menu.
3. Click on "Create New Snapshot."
4. Select the sub-account you've configured and give your snapshot a name.
5. Click "Save" to create the snapshot.

Sharing and Updating Snapshots

Once your snapshot is created, you have several options:

• Share the Snapshot: Generate a one-time link, email it, or get a permalink. You can also restrict access to specific agencies or sub-accounts.
• Refresh the Snapshot: If you update the original sub-account, you can refresh the snapshot to include these changes without creating a new one.
• Push Updates: You can push updates to sub-accounts using your snapshot within your agency. Note that shared snapshots outside your agency will not automatically update.

Troubleshooting and FAQs

Q: What if I don't see the option to create a snapshot? A: Ensure you are logged in as an agency administrator. This functionality is not available to sub-account users.

Q: Can I update a shared snapshot? A: You can update and refresh the snapshot, but external users who have implemented your snapshot will need to re-import it to see the updates.