Skip to Content
🎉 Nextra 2.0 is released. Read more →
account-snapshotsSnapshotsCreating New Snapshots in TWIM CRM

TABLE OF CONTENTS

What is a Snapshot?

A Snapshot in TWIM CRM is a reusable template that captures all the configuration from a sub-account - including workflows, funnels, calendars, forms, campaigns, custom fields, and more. This allows you to duplicate successful setups across other client accounts.

Key Benefits of Snapshots

  • **Save Time:**Rapidly deploy repeatable configurations.
  • Ensure Consistency: Maintain uniform setups across clients or verticals.
  • Enable SaaS Offers: Power pre-built account templates for SaaS plans.
  • **Selective Asset Control:**Include all assets or handpick what you need.

How to Create a Snapshot

**Step 1:**Go to Account Snapshots

  1. From Agency View, clickAccount Snapshots
  2. Click the blue + Create New Snapshot button in the top right

**Step 2:**Name the Snapshot & Select Sub-Account

Enter a name that reflects the use case (e.g., “Spa Funnel Setup”) the select the sub-account that contains the assets you want to capture.

**Step 3:**Choose Assets to Include

You’ll see a list of all assets in the selected sub-account. Click Select All to include everything, or expand each category with + to choose individually. Once ready, click Proceed

Frequently Asked Questions

Q: Where do I build a snapshot?
You build a sub-account, not the snapshot itself. Then you capture that sub-account using the snapshot tool.

Q: What’s included in a snapshot?
Included: Workflows, Funnels, Calendars, Forms, Emails, Triggers, Custom Fields, Custom Values,Membership content, Services and more.

Not included: Contacts, Appointments, Conversations, Reputation data, Stripe connections, or integrations.

Q: Can I use a snapshot more than once?
Yes  ! You can apply a snapshot to as many sub-accounts as you need.

Q: Can I update a snapshot later?
Yes. Use the Refresh option to add or remove new assets from an existing snapshot.

  • Snapshots - Overview
  • Snapshot Management: Selective Asset Snapshots and Force Snapshot Creation
  • How to Share Snapshots
  • Snapshot Version Management
  • Assets Protected Snapshots ( Called “IP Protected” Earlier )
  • How to Import Snapshots
  • Create a New Sub-Account Using Snapshot
  • How to View Snapshot Assets
  • Integrated Onboarding for Snapshots
  • How to Share Snapshots
Snapshots - OverviewHow to Share Snapshots