Are you tired of spending hours setting up sub-accounts for your customers? With Snapshot share options, you can easily create a copy of a particular sub-account at a specific point in time, saving you time and effort. Imagine being able to quickly set up sub-accounts for your customers and get them started using your CRM right away. Don’t waste any more time setting up sub-accounts manually. Try Snapshot today and streamline your onboarding process!

How to Share Snapshots: A Comprehensive Guide for Agencies

Are you tired of spending hours setting up sub-accounts for your customers? Introducing Snapshot share options – a tool designed to reduce the time it takes to set up sub-accounts. With Snapshot, you can easily create a copy of a particular sub-account at a specific point in time, saving you time and effort.

Imagine being able to quickly set up sub-accounts for your customers and get them started using your CRM right away. With Snapshot, you can do just that. Don’t waste any more time setting up sub-accounts manually. Try Snapshot today and streamline your onboarding process!

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Share Options for Agencies on $97 & $297 Plans

If you are on the $97 or $297 plan, you have three share options available to you.

1. Get a share link

This option allows you to create a shareable link that you can copy and paste to send to someone. However, please note that this link can only be used once. If someone uses it to import the Snapshot into an agency account (including yours), it won’t work again, and another shareable link must be generated.

2. Email share link

The email share link option sends a share link via email to the email address(es) you provide. The email will contain a clickable link that can be used to import the Snapshot straight from the email.

3. Get a permanent link

With the option to get a permanent link, you can create a shareable link that can be used infinite times. Unlike the share link option, this permanent link will not expire and can be shared multiple times.

Share Options for Agencies on $497 Plan (SaaS)

If you are on the $497 plan, you have two additional share options available to you, in addition to the ones mentioned above.

3. Agency Restricted

By utilizing Agency Restricted Share Links, you can confidently and securely share Snapshots with your chosen trusted agencies. All you need to do is provide them with their unique relationship numbers, and a secure link will be instantly generated for their exclusive use.

4. Sub-account Restricted

Sub-account Restricted Share Links allow you to share Snapshots for specific sub-accounts only. This makes your data sharing more personalized, and only those sub-accounts can use that specific snapshot.

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FAQs

Here are some frequently asked questions about sharing Snapshots:

If I share a snapshot with agencies outside of my own and later make updates to it, will those changes be reflected or automatically updated in the snapshot previously shared with other agencies?

No, regardless of your share options, snapshots are always considered clones of a specific sub-account at a specific moment. Therefore, any updates made to a snapshot will not be automatically reflected in previously shared snapshots.

How can I update a snapshot for sub-accounts within my agency?

To update a snapshot for sub-accounts within your agency, follow these steps:

1. Update the Snapshot with the desired changes.
2. Push the updated Snapshot to the linked sub-accounts within your agency.

How should I update a shared snapshot using share options 1, 2, and 3 from above to agencies outside of mine?

If you have shared a snapshot using share options 1, 2, or 3 and you want to update it, follow these steps:

1. Refresh or update the existing snapshot with the desired changes.
2. Re-share the NEW snapshot URL with the agencies involved.

Please note that generating a new Snapshot URL will invalidate the previous one. Be sure to share the new URL for the updated snapshot.

How can I share an updated snapshot with agencies using ‘Sub-account’ or ‘Agency’ restricted share links (Share options 3 & 4 from above)?

To share a new snapshot with agencies using ‘Sub-account’ or ‘Agency’ restricted share links, follow these steps:

1. Refresh or update the current snapshot with the desired changes.
2. Go to the snapshot share modal and select the ‘Sub-account’ or ‘Agency’ restricted share link.
3. Enter all the existing and new ‘sub-account’ or ‘Agency’ relationship numbers.
4. Click on ‘share’ to generate a new snapshot URL.
5. Share this new URL with the agencies involved, as the old URL will no longer work.

I shared my snapshot and did not see the ‘New’ items. What happened?

If you shared a snapshot and did not see the ‘New’ items, you may not have updated the existing snapshot before sharing it. Remember that snapshots are copies of a specific account at a specific point in time.

To include the ‘New’ items in the shared snapshot, follow these steps:

1. Update the existing snapshot to include the ‘New’ items.
2. Re-share the updated snapshot or push the update to the relevant sub-accounts.

For more information and detailed instructions on how to create, share, import, and refresh/update snapshots, please refer to the articles available in our Support Portal.

In conclusion, Snapshot share options are an efficient way for agencies to set up sub-accounts quickly and effortlessly. Whether you are on the $97, $297, or $497 plan, Snapshot offers various share options to suit your needs. By following the steps outlined in this article, you can easily share and update snapshots with other agencies and sub-accounts while ensuring data security and personalization. Improve your onboarding process today with Snapshot share options!

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