TABLE OF CONTENTS

• Import Snapshot from Snapshot Share Link
• Import Snapshot from Email
• Steps to Load Snapshot for a Client/Sub Account
  • Step 1: Navigate to Manage Client Account
  • Step 2: Load Snapshot

Import Snapshot from Snapshot Share Link

1. Log into TWIM CRM in your web browser
2. Open an additional tab in your browser
3. Paste the snapshot share link into the browser address bar and hit enter
4. Click Yes! Import Now

Import Snapshot from Email

1. Log into TWIM CRM in your web browser
2. Click Click herein the email
3. Click Yes! Import Now

Steps to Load Snapshot for a Client/Sub Account

Step 1: Navigate to Manage Client Account

1. Click on Sub-Accounts from your agency menu.
2. For the sub-account you want to load snapshots to, click on the three dots beside Switch to Sub-account button.
3. Click on Manage Client from the pop-up.

Step 2: Load Snapshot

1. From the client/sub-account management page, click on Actions.
2. Click on Load Snapshot from the drop-down.
3. Pick a Snapshot from the pre imported list.
4. Click on Proceed.
5. Select or Skip assets you want to push to the sub-account from the snapshot.
6. Click on Proceed.
7. Check for Conflicts by click on the + icon and click on Proceed.
8. Type Confirm in the box to start the loading process.

Related Articles

• Snapshots – Overview

• How to load Snapshots with Dashboards

• Pushing & Loading Snapshot Updates to Client Accounts

• Import Snapshots

• Creating New Snapshots

Related Articles

• Granular Permissions for Snapshots
• Integrated Onboarding for Snapshots
• How to import WhatsApp templates using Snapshots into sub accounts
• How to View Snapshot Assets
• Snapshot Version Management
• Create a New Sub-Account Using Snapshot