Snapshot not just whole account
under review
T
Troy Dean
Yes please.
JOHN
Troy Dean: Need help?
P
Pritam Bhadra
Must have feature! That allows us to create templates for selective elements in the sub account
T
Tiyana Robinson
When I first learned about HL, I thought that this is what a snapshot was! It actually felt counter-intuitive to me that a snapshot captured the ENTIRE account.
Partial snapshots are a must!
D
Dave Brethauer
like the ability to 'snapshot' an email stream and port it over to a second account.
D
Donald Moore
Yes, please! Partial Snapshots!
R
RevEx Group
under review
R
RevEx Group
Template Library Use Case
D
David Hall
RevEx Group: This is a great example of template library use case. By having the ability to create our own template libraries, that would reduce the need to create snapshots for minor things such as email or funnel templates. I would add to this, however, the ability to turn templates on and off for particular types of accounts. (i.e. - SaaS users get access to templates that non-SaaS users do not have access to.) We wouldn't want all accounts having access to all templates. As well, the ability to import Snapshots/Templates via a form/purchase.
Use case:
I have a client who wants the Holiday campaigns that we created. I can create a product for it within the system and sell that to the client. Once the sale is made, the ability to automatically load the snapshot or template into the account. This would be similar to how purchasing a membership product automatically adds access to that product. This would solve 2 problems currently:
- The need to manually add snapshots or templates to an account saving agency time and resources.
- The issue that many people have noted throughout here asking about white-labeled snapshot URLs. By doing this, you would essentially remove the necessity in 99% of cases for use of a snapshot URL by allowing a person to "buy" it as a product and have it automatically added into the sub-account. The only primary requirement would be to be able to link a sub-account admin to our agency sub-account for denoting when the purchase is made. This can be done by linking their sub-account ID to the contact record.
T
Tiyana Robinson
David Hall: 1 million percent, THIS! I want to be able to create an e-commerce style "Snap Shop" where my customers can purchase one-off elements a la carte (i.e. specific campaigns, email templates, a specific pipeline, etc.) that are automatically added to their account upon purchase. Please consider David's request as this could benefit sooooo many use-cases! RevEx Group
K
Kristian Altuve
Absolutely!!
J
J Lewey
Agreed, just like how each user can have sections turned on or off, Snapshots should have this too!