Configure Settings for Snapshot Emails

  • Updated

Context

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

Prerequisites/Preparation

You must have admin rights. 

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

Steps

  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

Outcome

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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