Pushing & Loading Snapshot Updates to Client Accounts
What’s the Difference? - Pushing Updates = Sends changes from an updated snapshot to sub-accounts that previously loaded it. - Loading a Snapshot = Adds snapshot items into an existing sub-account without deleting or modifying existing content. ## Part 1: Pushing Updates to Sub-Accounts When to Use: You’ve made changes to your original sub-account and refreshed the snapshot - now you want to sync those updates to sub-accounts that previously loaded that snapshot.Important: Always refresh the snapshot before pushing updates to ensure the latest changes are included. ### How to Push Snapshot Updates 1. Go to Agency View > Account Snapshots 2. Locate your snapshot and click the? Refresh icon to pull in recent changes 3. Then click the Push Updates icon next to the snapshot 4. Confirm the prompt by clicking OK 5. Select the sub-accounts you want to update. 6. Choose which assets to push (e.g., workflows, funnels, forms) ### What Happens When You Push Updates? - New assets added via snapshot refresh will be added to the sub-accounts - Existing assets (e.g., workflows, campaigns) will be overwritten with the latest version in the snapshot Any custom changes made by the client to snapshot-linked assets will be lost unless they’re duplicated first ### Important Rules to Know:
Behavior | Outcome |
Items originally created by the snapshot | Will be overwritten during push |
Items edited manually in the sub-account | Will be reverted if included in push |
Items duplicated by the user (e.g., copy of a campaign) | Safe - not touched |
Custom Values | Never edited or deleted |
Users (e.g., assigned in campaigns) | Not modified |
External agency accounts | Cannot receive push updates - they must re-import via shared link |