Configure Settings for Snapshot Emails

  • Updated


Snapshot emails summarize key account activities and trends, offering a quick overview of performance metrics and engagement levels. See Understanding Snapshots, Slack Alerts, Reports, and Subscriptions

For each Snapshot type, you can customize the following:

  • Sections to display, including reports. 
  • Order in which sections appear
  • Show or hide empty sections


You must have admin rights. 

Create reports you want to add to the Snapshot. See Create Custom Reports


  1. From the left navigation bar, go to Settings_N.png Settings > Analytics > Snapshot Settings.
  2. From the Type drop-down list, select the snapshot you want to configure:
    • Account List Snapshot
    • Sales Development Representative Snapshot
    • Account Executive Snapshot
    • Marketing Snapshot
  3. From the Sections to Include drop-down list, choose the sections you want to add.
    Tip: There are two section types: 
    • Out-of-the-box sections: Data is shown visually. You can’t edit the out-of-the-box sections. 
    • Reports: Data is shown in tables. 
  4. To delete sections, click the icon. 
  5. To change the order of the sections, drag and drop them.  
  6. To show a section even if there is no data, toggle on Show Empty.
  7. Click Save Snapshot.
    Tip: You can reset to default settings by clicking Reset to Default. Snapshot Settings.png


Snapshot email settings are configured. The following is an example of a Snapshot email: 

Snapshot example.png

Manage email subscriptions by clicking Personalized Subscriptions. See Configure Subscriptions.

Snapshot Settings.png

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